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, Q1 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Mar 31, 2025. 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
- 105
- +5 vs. Q4 2024
- Shares held
- 13.6M
- +573.2K (+4.4%) vs. Q4 2024
- Total value
- $659.8M
- −$86.1M (−11.5%) vs. Q4 2024
- New holders
- 12
- 17 more added
- Sold out
- 7
- 27 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 8,213,563 | $428.6M | 5.10% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 903,843 | $47.2M | 0.06% | −336,506−27.1% | Reduced |
| Royal Bank of Canada | 612,406 | $32.0M | 0.01% | −114,671−15.8% | Reduced |
| Bank of Nova Scotia | 500,014 | $26.1M | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 288,285 | $15.1M | 0.01% | +284+0.1% | Added |
| Principal Financial Group Inc | 281,845 | $14.7M | 0.01% | −15,863−5.3% | Reduced |
| National Bank of Canada | 257,795 | $13.4M | 0.02% | −51,932−16.8% | Reduced |
| Montrusco Bolton Investments Inc. | 168,631 | $8.81M | 0.12% | +16,990+11.2% | Added |
| Toronto Dominion Bank | 162,064 | $8.47M | 0.02% | +16,543+11.4% | Added |
| Ci Investments Inc. | 159,877 | $8.34M | 0.04% | −16,517−9.4% | Reduced |
| Tandem Capital Management Corp | 108,234 | $5.65M | 3.16% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 96,488 | $5.04M | 0.00% | +76,511+383.0% | Added |
| Schwartz Investment Counsel Inc | 84,720 | $4.42M | 0.15% | 00.0% | Unchanged |
| UBS Group AG | 65,996 | $3.44M | 0.00% | +42,601+182.1% | Added |
| Clearbridge Investments, LLC | 63,700 | $3.32M | 0.00% | +63,700 | New |
| Mackenzie Financial Corp | 52,429 | $2.74M | 0.00% | +2,165+4.3% | Added |
| Goldman Sachs Group Inc | 48,371 | $2.52M | 0.00% | +3,283+7.3% | Added |
| Nuveen, LLC | 953,687 | $2.09M | 0.00% | +953,687 | New |
| TD Asset Management Inc | 39,504 | $2.06M | 0.00% | +688+1.8% | Added |
| Swiss National Bank | 38,100 | $1.99M | 0.00% | −500−1.3% | Reduced |
| FMR LLC | 36,086 | $1.89M | 0.00% | −2,806−7.2% | Reduced |
| CIBC World Markets Inc. | 34,382 | $1.80M | 0.00% | +4,680+15.8% | Added |
| Triasima Portfolio Management inc. | 30,951 | $1.62M | 0.32% | −13,921−31.0% | Reduced |
| Geode Capital Management, LLC | 22,147 | $1.42M | 0.00% | −1,843−7.7% | Reduced |
| Bank of America Corp | 27,094 | $1.41M | 0.00% | −3,748−12.2% | Reduced |
| Leavell Investment Management, Inc. | 26,025 | $1.36M | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 23,726 | $1.24M | 0.10% | 00.0% | Unchanged |
| Searle & Co. | 22,654 | $1.18M | 0.34% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,878 | $1.14M | 0.01% | −169−0.8% | Reduced |
| First Trust Advisors LP | 17,565 | $917.9K | 0.00% | +12+0.1% | Added |
| Vanguard Group Inc | 17,320 | $905.1K | 0.00% | +2,061+13.5% | Added |
| Morgan Stanley | 16,734 | $873.2K | 0.00% | −2,504−13.0% | Reduced |
| Broad Run Investment Management, LLC | 15,721 | $820.3K | 0.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 15,453 | $806.3K | 0.00% | +1,778+13.0% | Added |
| Arrowstreet Capital, Limited Partnership | 14,885 | $777.9K | 0.00% | −31,344−67.8% | Reduced |
| Legal & General Group Plc | 12,539 | $655.2K | 0.00% | 00.0% | Unchanged |
| Bruni J V & Co | 9,359 | $488.4K | 0.06% | −1,082−10.4% | Reduced |
| Renaissance Technologies LLC | 8,900 | $464.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 8,681 | $453.0K | 0.00% | −10.0% | Reduced |
| Needham Investment Management LLC | 8,000 | $417.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,822 | $356.5K | 0.00% | +352+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,344 | $331.0K | 0.00% | +2,450+62.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,770 | $300.4K | 0.00% | −206−3.4% | Reduced |
| Santa Monica Partners LP | 4,603 | $241.0K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,417 | $230.5K | 0.00% | +4,417 | New |
| Russell Investments Group, Ltd. | 4,385 | $229.1K | 0.00% | −266−5.7% | Reduced |
| Pictet Asset Management Holding SA | 4,132 | $215.9K | 0.00% | +4,132 | New |
| Two Sigma Advisers, LP | 4,100 | $213.9K | 0.00% | −900−18.0% | Reduced |
| Barclays PLC | 4,074 | $212.6K | 0.00% | −37−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,412 | $128.5K | 0.00% | −2,154−47.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,121 | $94.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,727 | $90.0K | 0.01% | +1,726+172,600.0% | Added |
| Northwest & Ethical Investments L.P. | 1,476 | $77.2K | 0.00% | +1,476 | New |
| Lincluden Management Ltd | 1,448 | $76.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,400 | $73.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,373 | $71.8K | 0.00% | −29−2.1% | Reduced |
| Shell Asset Management Co | 1,155 | $60.0K | 0.00% | +489+73.4% | Added |
| Moerus Capital Management LLC | 971 | $50.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 784 | $41.0K | 0.00% | −6−0.8% | Reduced |
| Whittier Trust Co | 744 | $38.8K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 396 | $20.7K | 0.01% | −15−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 286 | $14.9K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 217 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 140 | $7.31K | 0.00% | +52+59.1% | Added |
| Hemington Wealth Management | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 117 | $6.11K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 91 | $4.75K | 0.00% | −2−2.2% | Reduced |
| BlackRock, Inc. | 89 | $4.64K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $4.07K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 71 | $3.00K | 0.00% | +71 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 41 | $2.14K | 0.00% | −3,589−98.9% | Reduced |
| Louisbourg Investments Inc. | 39 | $2.04K | 0.00% | +39 | New |
| Kathleen S. Wright Associates Inc. | 39 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 22 | $1.15K | 0.00% | +22 | New |
| Financial Perspectives, Inc | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 19 | $993 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $991 | 0.00% | −1−5.0% | Reduced |
| US Bancorp | 16 | $835 | 0.00% | +16 | New |
| Investment Research & Advisory Group, Inc. | 15 | $783 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $627 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11 | $575 | 0.00% | −3−21.4% | Reduced |
| Quent Capital, LLC | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $449 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $261 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $161 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $157 | 0.00% | +3 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $154 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1 | $52 | 0.00% | 00.0% | Unchanged |