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Brookfield Wealth Solutions Ltd.

BNT
Exchange
NYSE
Industry
Insurance Carriers, NEC
SEC CIK
0001837429

No open-market purchases or sales by Brookfield Wealth Solutions Ltd. insiders were filed in the last 90 days; 114 institutions reported holding it in 13F filings for Q2 2026, worth $820.9M in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Brookfield Wealth Solutions Ltd. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
102
+102 vs. Q2 2024
Shares held
11.9M
+11.9M vs. Q2 2024
Total value
$634.7M
+$634.7M vs. Q2 2024
New holders
102
0 more added
Sold out
0
0 more reduced

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BNT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 102 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 1 institutionQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 102 institutionsQ4 2024: 104 institutionsQ1 2025: 105 institutionsQ2 2025: 110 institutionsQ3 2025: 122 institutionsQ4 2025: 113 institutionsQ1 2026: 112 institutionsQ2 2026: 114 institutions
Value heldQ3 2024: $634.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $525Q1 2024: $0Q2 2024: $0Q3 2024: $634.7MQ4 2024: $748.9MQ1 2025: $659.8MQ2 2025: $758.8MQ3 2025: $843.4MQ4 2025: $854.3MQ1 2026: $806.1MQ2 2026: $820.9M
Institutions holding BNT and their total value by quarter
QuarterHoldersValue
Q2 2026114$820.9M
Q1 2026112$806.1M
Q4 2025113$854.3M
Q3 2025122$843.4M
Q2 2025110$758.8M
Q1 2025105$659.8M
Q4 2024104$748.9M
Q3 2024102$634.7M
Q2 20240$0
Q1 20240$0
Q4 20231$525
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q2 2024.

Institutions holding BNT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd2$00.00%+2New
GWM Advisors LLC1$530.00%+1New
Parkside Financial Bank & Trust1$540.00%+1New
Oakworth Capital, Inc.2$1060.00%+2New
Fortis Group Advisors, LLC2$1060.00%+2New
Robinswood Financial LLC2$1060.00%+2New
Manchester Capital Management LLC2$1070.00%+2New
Farther Finance Advisors, LLC3$1590.00%+3New
Citigroup Inc3$1600.00%+3New
Clearstead Advisors, LLC5$2660.00%+5New
Proequities, Inc.5$2730.00%+5New
Cromwell Holdings LLC6$3190.00%+6New
Quent Capital, LLC11$5850.00%+11New
Private Trust Co NA12$6380.00%+12New
Heritage Wealth Advisors13$6910.00%+13New
Pacifica Partners Inc.13$6930.00%+13New
Investment Research & Advisory Group, Inc.15$7970.00%+15New
Steward Partners Investment Advisory, LLC20$1.07K0.00%+20New
Aviso Financial Inc.21$1.12K0.00%+21New
Sunbelt Securities, Inc.21$1.12K0.00%+21New
Financial Perspectives, Inc22$1.17K0.00%+22New
Northwestern Mutual Wealth Management Co31$1.65K0.00%+31New
Farmers & Merchants Investments Inc38$2.02K0.00%+38New
Kathleen S. Wright Associates Inc.52$2.76K0.00%+52New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main53$2.82K0.00%+53New
RE Dickinson Investment Advisors, LLC58$3.08K0.00%+58New
BNP Paribas66$3.51K0.00%+66New
Simplex Trading, LLC76$4.00K0.00%+76New
CWM, LLC73$4.00K0.00%+73New
Sterling Capital Management LLC78$4.15K0.00%+78New
Advisor Group Holdings, Inc.88$4.70K0.00%+88New
Harbour Investments, Inc.117$6.22K0.00%+117New
Hemington Wealth Management143$7.00K0.00%+143New
Global Retirement Partners, LLC132$7.02K0.00%+132New
Bessemer Group Inc173$9.00K0.00%+173New
Guardian Wealth Management, Inc.217$11.5K0.01%+217New
The PNC Financial Services Group, Inc.286$15.2K0.00%+286New
Group One Trading, L.P.300$15.9K0.00%+300New
GoodHaven Capital Management, LLC411$21.8K0.01%+411New
Wintrust Investments LLC437$23.0K0.02%+437New
Shell Asset Management Co666$35.0K0.00%+666New
Whittier Trust Co744$39.5K0.00%+744New
Moerus Capital Management LLC971$51.6K0.02%+971New
Wells Fargo & Company1,401$74.5K0.00%+1,401New
Tower Research Capital LLC (TRC)1,440$76.5K0.00%+1,440New
NBC Securities, Inc.1,671$88.0K0.01%+1,671New
CIBC Private Wealth Group, LLC2,121$112.8K0.00%+2,121New
Mitsubishi UFJ Trust & Banking Corp2,300$122.3K0.00%+2,300New
Zurcher Kantonalbank (Zurich Cantonalbank)2,371$126.0K0.00%+2,371New
TD Waterhouse Canada Inc.2,557$135.0K0.00%+2,557New
Barclays PLC2,664$141.6K0.00%+2,664New
UBS Group AG3,299$175.4K0.00%+3,299New
National Bank of Canada3,677$195.5K0.00%+3,677New
JPMorgan Chase & Co4,086$216.2K0.00%+4,086New
Boston Financial Mangement LLC4,320$229.7K0.01%+4,320New
Wealth Enhancement Advisory Services, LLC4,390$233.4K0.00%+4,390New
Santa Monica Partners LP4,603$245.0K0.14%+4,603New
Russell Investments Group, Ltd.4,651$247.7K0.00%+4,651New
Federation des caisses Desjardins du Quebec6,214$329.4K0.00%+6,214New
Public Employees Retirement System of Ohio6,749$359.4K0.00%+6,749New
Legal & General Group Plc6,782$361.2K0.00%+6,782New
Needham Investment Management LLC8,000$425.3K0.03%+8,000New
Renaissance Technologies LLC8,500$451.9K0.00%+8,500New
Bank of New York Mellon Corp8,569$455.5K0.00%+8,569New
UBS Asset Management Americas Inc8,722$463.7K0.00%+8,722New
D. E. Shaw & Co., Inc.9,165$487.6K0.00%+9,165New
Geode Capital Management, LLC9,835$523.2K0.00%+9,835New
Bruni J V & Co10,593$563.1K0.06%+10,593New
Two Sigma Advisers, LP11,000$584.8K0.00%+11,000New
Jane Street Group, LLC11,588$616.0K0.00%+11,588New
TBH Global Asset Management, LLC11,593$616.3K0.13%+11,593New
Vanguard Group Inc11,810$628.3K0.00%+11,810New
TD Asset Management Inc12,550$672.7K0.00%+12,550New
Broad Run Investment Management, LLC15,721$835.7K0.10%+15,721New
Canada Pension Plan Investment Board19,977$1.06M0.00%+19,977New
Morgan Stanley21,782$1.16M0.00%+21,782New
Horizon Kinetics Asset Management LLC22,524$1.20M0.02%+22,524New
Searle & Co.22,654$1.20M0.30%+22,654New
Proficio Capital Partners LLC23,726$1.26M0.13%+23,726New
Swiss National Bank25,100$1.34M0.00%+25,100New
Leavell Investment Management, Inc.26,025$1.38M0.07%+26,025New
Bank of America Corp27,502$1.46M0.00%+27,502New
Millennium Management LLC28,583$1.52M0.00%+28,583New
Mackenzie Financial Corp33,665$1.79M0.00%+33,665New
CIBC World Markets Inc.36,696$1.95M0.00%+36,696New
FMR LLC38,892$2.07M0.00%+38,892New
Goldman Sachs Group Inc41,406$2.20M0.00%+41,406New
CSS LLC45,338$2.41M0.14%+45,338New
Cowen and Company, LLC50,885$2.71M0.09%+50,885New
Arrowstreet Capital, Limited Partnership52,590$2.80M0.00%+52,590New
Triasima Portfolio Management inc.54,054$2.88M0.65%+54,054New
Schwartz Investment Counsel Inc86,220$4.58M0.16%+86,220New
Nuveen Asset Management, LLC90,949$4.84M0.00%+90,949New
Tandem Capital Management Corp108,554$5.77M3.04%+108,554New
Montrusco Bolton Investments Inc.140,577$7.49M0.08%+140,577New
Ci Investments Inc.182,772$9.72M0.04%+182,772New
Principal Financial Group Inc303,078$16.1M0.01%+303,078New
Toronto Dominion Bank331,202$17.6M0.03%+331,202New
Brookfield Asset Management Inc.467,701$24.9M0.14%+467,701New
Bank of Nova Scotia500,014$26.6M0.05%+500,014New