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