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, Q4 2024
Institutional positions in Brookfield Wealth Solutions Ltd. as of Dec 31, 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
- 104
- +2 vs. Q3 2024
- Shares held
- 13.0M
- +1.09M (+9.2%) vs. Q3 2024
- Total value
- $748.9M
- +$114.2M (+18.0%) vs. Q3 2024
- New holders
- 11
- 24 more added
- Sold out
- 9
- 23 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 114 | $820.9M |
| Q1 2026 | 112 | $806.1M |
| Q4 2025 | 113 | $854.3M |
| Q3 2025 | 122 | $843.4M |
| Q2 2025 | 110 | $758.8M |
| Q1 2025 | 105 | $659.8M |
| Q4 2024 | 104 | $748.9M |
| Q3 2024 | 102 | $634.7M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 1 | $525 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 8,213,563 | $471.8M | 5.12% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,240,349 | $71.2M | 0.43% | +772,648+165.2% | Added |
| Royal Bank of Canada | 727,077 | $41.8M | 0.01% | −6,139−0.8% | Reduced |
| Bank of Nova Scotia | 500,014 | $28.8M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 309,727 | $17.8M | 0.02% | +306,050+8,323.4% | Added |
| Principal Financial Group Inc | 297,708 | $17.1M | 0.01% | −5,370−1.8% | Reduced |
| Bank of Montreal | 288,001 | $16.5M | 0.01% | +288,001 | New |
| Ci Investments Inc. | 176,394 | $10.1M | 0.04% | −6,378−3.5% | Reduced |
| Montrusco Bolton Investments Inc. | 151,641 | $8.72M | 0.11% | +11,064+7.9% | Added |
| Toronto Dominion Bank | 145,521 | $8.36M | 0.02% | −185,681−56.1% | Reduced |
| Tandem Capital Management Corp | 108,234 | $6.22M | 3.33% | −320−0.3% | Reduced |
| Schwartz Investment Counsel Inc | 84,720 | $4.87M | 0.18% | −1,500−1.7% | Reduced |
| Mackenzie Financial Corp | 50,264 | $2.89M | 0.00% | +16,599+49.3% | Added |
| Nuveen Asset Management, LLC | 46,727 | $2.69M | 0.00% | −44,222−48.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,229 | $2.66M | 0.00% | −6,361−12.1% | Reduced |
| Goldman Sachs Group Inc | 45,088 | $2.59M | 0.00% | +3,682+8.9% | Added |
| Triasima Portfolio Management inc. | 44,872 | $2.58M | 0.50% | −9,182−17.0% | Reduced |
| FMR LLC | 38,892 | $2.24M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 38,816 | $2.23M | 0.00% | +26,266+209.3% | Added |
| Swiss National Bank | 38,600 | $2.22M | 0.00% | +13,500+53.8% | Added |
| Bank of America Corp | 30,842 | $1.77M | 0.00% | +3,340+12.1% | Added |
| Geode Capital Management, LLC | 23,990 | $1.72M | 0.00% | +14,155+143.9% | Added |
| CIBC World Markets Inc. | 29,702 | $1.71M | 0.00% | −6,994−19.1% | Reduced |
| Leavell Investment Management, Inc. | 26,025 | $1.49M | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 23,726 | $1.36M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 23,395 | $1.34M | 0.00% | +20,096+609.2% | Added |
| Searle & Co. | 22,654 | $1.30M | 0.38% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 22,047 | $1.27M | 0.02% | −477−2.1% | Reduced |
| Canada Pension Plan Investment Board | 19,977 | $1.15M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 19,238 | $1.11M | 0.00% | −2,544−11.7% | Reduced |
| First Trust Advisors LP | 17,553 | $1.01M | 0.00% | +17,553 | New |
| Broad Run Investment Management, LLC | 15,721 | $903.0K | 0.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,259 | $877.7K | 0.00% | +3,449+29.2% | Added |
| UBS Asset Management Americas Inc | 13,675 | $785.5K | 0.00% | +4,953+56.8% | Added |
| CSS LLC | 12,770 | $733.5K | 0.04% | −32,568−71.8% | Reduced |
| Legal & General Group Plc | 12,539 | $720.8K | 0.00% | +5,757+84.9% | Added |
| Bruni J V & Co | 10,441 | $599.7K | 0.07% | −152−1.4% | Reduced |
| Jane Street Group, LLC | 8,998 | $516.8K | 0.00% | −2,590−22.4% | Reduced |
| Renaissance Technologies LLC | 8,900 | $511.2K | 0.00% | +400+4.7% | Added |
| Bank of New York Mellon Corp | 8,682 | $498.7K | 0.00% | +113+1.3% | Added |
| Needham Investment Management LLC | 8,000 | $459.5K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,470 | $372.0K | 0.00% | −279−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,976 | $342.3K | 0.00% | −238−3.8% | Reduced |
| Two Sigma Advisers, LP | 5,000 | $287.2K | 0.00% | −6,000−54.5% | Reduced |
| Russell Investments Group, Ltd. | 4,651 | $267.4K | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4,603 | $265.0K | 0.14% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,566 | $261.8K | 0.00% | +2,009+78.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,521 | $259.7K | 0.00% | +131+3.0% | Added |
| Boston Financial Mangement LLC | 4,320 | $248.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,111 | $236.1K | 0.00% | +1,447+54.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,894 | $223.7K | 0.00% | +1,523+64.2% | Added |
| Tower Research Capital LLC (TRC) | 3,630 | $208.8K | 0.00% | +2,190+152.1% | Added |
| CIBC Private Wealth Group, LLC | 2,121 | $123.6K | 0.00% | 00.0% | Unchanged |
| Lincluden Management Ltd | 1,448 | $83.0K | 0.01% | +1,448 | New |
| Wells Fargo & Company | 1,402 | $80.6K | 0.00% | +1+0.1% | Added |
| Group One Trading, L.P. | 1,400 | $80.4K | 0.00% | +1,100+366.7% | Added |
| Moerus Capital Management LLC | 971 | $55.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 790 | $45.4K | 0.00% | +787+26,233.3% | Added |
| Whittier Trust Co | 744 | $42.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 666 | $38.0K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 411 | $23.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 286 | $16.4K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 217 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 173 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $7.58K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 117 | $6.72K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 93 | $5.34K | 0.00% | −3,993−97.7% | Reduced |
| BlackRock, Inc. | 89 | $5.11K | 0.00% | +89 | New |
| Advisor Group Holdings, Inc. | 88 | $5.02K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $4.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 66 | $3.79K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 58 | $3.30K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 39 | $2.24K | 0.00% | −13−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $2.18K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 19 | $1.09K | 0.00% | +19 | New |
| Investment Research & Advisory Group, Inc. | 15 | $862 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 14 | $805 | 0.00% | −7−33.3% | Reduced |
| Heritage Wealth Advisors | 13 | $747 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $689 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $632 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $517 | 0.00% | −4−30.8% | Reduced |
| Proequities, Inc. | 8 | $479 | 0.00% | +3+60.0% | Added |
| MAI Capital Management | 6 | $345 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 5 | $288 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 5 | $287 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $172 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $96 | 0.01% | −1,670−99.9% | Reduced |
| Parkside Financial Bank & Trust | 1 | $59 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |