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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1 | $52 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $53 | 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 |
| Manchester Capital Management LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $154 | 0.00% | +3 | New |
| North Capital, Inc. | 3 | $157 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 3 | $161 | 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 |
| MAI Capital Management | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $449 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11 | $575 | 0.00% | −3−21.4% | Reduced |
| Private Trust Co NA | 12 | $627 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13 | $678 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $783 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16 | $835 | 0.00% | +16 | New |
| Steward Partners Investment Advisory, LLC | 19 | $991 | 0.00% | −1−5.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 19 | $993 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 22 | $1.15K | 0.00% | +22 | New |
| Kathleen S. Wright Associates Inc. | 39 | $2.04K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 39 | $2.04K | 0.00% | +39 | New |
| Tower Research Capital LLC (TRC) | 41 | $2.14K | 0.00% | −3,589−98.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $2.77K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 71 | $3.00K | 0.00% | +71 | New |
| CWM, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $4.07K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 89 | $4.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 91 | $4.75K | 0.00% | −2−2.2% | Reduced |
| Harbour Investments, Inc. | 117 | $6.11K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 140 | $7.31K | 0.00% | +52+59.1% | Added |
| Bessemer Group Inc | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 217 | $11.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 286 | $14.9K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 396 | $20.7K | 0.01% | −15−3.6% | Reduced |
| Whittier Trust Co | 744 | $38.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 784 | $41.0K | 0.00% | −6−0.8% | Reduced |
| Moerus Capital Management LLC | 971 | $50.8K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,155 | $60.0K | 0.00% | +489+73.4% | Added |
| Wells Fargo & Company | 1,373 | $71.8K | 0.00% | −29−2.1% | Reduced |
| Group One Trading, L.P. | 1,400 | $73.1K | 0.00% | 00.0% | Unchanged |
| Lincluden Management Ltd | 1,448 | $76.0K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,476 | $77.2K | 0.00% | +1,476 | New |
| NBC Securities, Inc. | 1,727 | $90.0K | 0.01% | +1,726+172,600.0% | Added |
| CIBC Private Wealth Group, LLC | 2,121 | $94.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,412 | $128.5K | 0.00% | −2,154−47.2% | Reduced |
| Barclays PLC | 4,074 | $212.6K | 0.00% | −37−0.9% | Reduced |
| Two Sigma Advisers, LP | 4,100 | $213.9K | 0.00% | −900−18.0% | Reduced |
| Pictet Asset Management Holding SA | 4,132 | $215.9K | 0.00% | +4,132 | New |
| Russell Investments Group, Ltd. | 4,385 | $229.1K | 0.00% | −266−5.7% | Reduced |
| Captrust Financial Advisors | 4,417 | $230.5K | 0.00% | +4,417 | New |
| Santa Monica Partners LP | 4,603 | $241.0K | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,770 | $300.4K | 0.00% | −206−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,344 | $331.0K | 0.00% | +2,450+62.9% | Added |
| Public Employees Retirement System of Ohio | 6,822 | $356.5K | 0.00% | +352+5.4% | Added |
| Needham Investment Management LLC | 8,000 | $417.4K | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 8,681 | $453.0K | 0.00% | −10.0% | Reduced |
| Renaissance Technologies LLC | 8,900 | $464.4K | 0.00% | 00.0% | Unchanged |
| Bruni J V & Co | 9,359 | $488.4K | 0.06% | −1,082−10.4% | Reduced |
| Legal & General Group Plc | 12,539 | $655.2K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,885 | $777.9K | 0.00% | −31,344−67.8% | Reduced |
| UBS Asset Management Americas Inc | 15,453 | $806.3K | 0.00% | +1,778+13.0% | Added |
| Broad Run Investment Management, LLC | 15,721 | $820.3K | 0.14% | 00.0% | Unchanged |
| Morgan Stanley | 16,734 | $873.2K | 0.00% | −2,504−13.0% | Reduced |
| Vanguard Group Inc | 17,320 | $905.1K | 0.00% | +2,061+13.5% | Added |
| First Trust Advisors LP | 17,565 | $917.9K | 0.00% | +12+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 21,878 | $1.14M | 0.01% | −169−0.8% | Reduced |
| Searle & Co. | 22,654 | $1.18M | 0.34% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 23,726 | $1.24M | 0.10% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 26,025 | $1.36M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 27,094 | $1.41M | 0.00% | −3,748−12.2% | Reduced |
| Geode Capital Management, LLC | 22,147 | $1.42M | 0.00% | −1,843−7.7% | Reduced |
| Triasima Portfolio Management inc. | 30,951 | $1.62M | 0.32% | −13,921−31.0% | Reduced |
| CIBC World Markets Inc. | 34,382 | $1.80M | 0.00% | +4,680+15.8% | Added |
| FMR LLC | 36,086 | $1.89M | 0.00% | −2,806−7.2% | Reduced |
| Swiss National Bank | 38,100 | $1.99M | 0.00% | −500−1.3% | Reduced |
| TD Asset Management Inc | 39,504 | $2.06M | 0.00% | +688+1.8% | Added |
| Nuveen, LLC | 953,687 | $2.09M | 0.00% | +953,687 | New |
| Goldman Sachs Group Inc | 48,371 | $2.52M | 0.00% | +3,283+7.3% | Added |
| Mackenzie Financial Corp | 52,429 | $2.74M | 0.00% | +2,165+4.3% | Added |
| Clearbridge Investments, LLC | 63,700 | $3.32M | 0.00% | +63,700 | New |
| UBS Group AG | 65,996 | $3.44M | 0.00% | +42,601+182.1% | Added |
| Schwartz Investment Counsel Inc | 84,720 | $4.42M | 0.15% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 96,488 | $5.04M | 0.00% | +76,511+383.0% | Added |
| Tandem Capital Management Corp | 108,234 | $5.65M | 3.16% | 00.0% | Unchanged |
| Ci Investments Inc. | 159,877 | $8.34M | 0.04% | −16,517−9.4% | Reduced |
| Toronto Dominion Bank | 162,064 | $8.47M | 0.02% | +16,543+11.4% | Added |
| Montrusco Bolton Investments Inc. | 168,631 | $8.81M | 0.12% | +16,990+11.2% | Added |
| National Bank of Canada | 257,795 | $13.4M | 0.02% | −51,932−16.8% | Reduced |
| Principal Financial Group Inc | 281,845 | $14.7M | 0.01% | −15,863−5.3% | Reduced |