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, Q2 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Jun 30, 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
- 110
- +8 vs. Q1 2025
- Shares held
- 12.3M
- −1.27M (−9.4%) vs. Q1 2025
- Total value
- $758.8M
- +$98.9M (+15.0%) vs. Q1 2025
- New holders
- 18
- 18 more added
- Sold out
- 10
- 30 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 8,213,563 | $507.4M | 5.14% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 903,843 | $55.8M | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 586,952 | $36.3M | 0.01% | −25,454−4.2% | Reduced |
| Bank of Nova Scotia | 500,014 | $30.9M | 0.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 275,828 | $17.0M | 0.01% | −6,017−2.1% | Reduced |
| Toronto Dominion Bank | 166,736 | $10.3M | 0.02% | +4,672+2.9% | Added |
| Ci Investments Inc. | 150,677 | $9.31M | 0.03% | −9,200−5.8% | Reduced |
| Montrusco Bolton Investments Inc. | 134,655 | $8.31M | 0.09% | −33,976−20.1% | Reduced |
| TD Asset Management Inc | 112,106 | $6.92M | 0.01% | +72,602+183.8% | Added |
| Tandem Capital Management Corp | 108,074 | $6.68M | 3.38% | −160−0.1% | Reduced |
| Canada Pension Plan Investment Board | 96,488 | $5.97M | 0.01% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 84,720 | $5.23M | 0.17% | 00.0% | Unchanged |
| National Bank of Canada | 75,913 | $4.67M | 0.01% | −181,882−70.6% | Reduced |
| Bank of Montreal | 75,243 | $4.65M | 0.00% | −213,042−73.9% | Reduced |
| Clearbridge Investments, LLC | 63,217 | $3.91M | 0.00% | −483−0.8% | Reduced |
| Legal & General Group Plc | 62,769 | $3.87M | 0.00% | +50,230+400.6% | Added |
| Mackenzie Financial Corp | 59,021 | $3.65M | 0.00% | +6,592+12.6% | Added |
| Goldman Sachs Group Inc | 54,870 | $3.39M | 0.00% | +6,499+13.4% | Added |
| UBS Group AG | 53,085 | $3.28M | 0.00% | −12,911−19.6% | Reduced |
| Millennium Management LLC | 42,402 | $2.62M | 0.00% | +42,402 | New |
| Swiss National Bank | 37,500 | $2.31M | 0.00% | −600−1.6% | Reduced |
| FMR LLC | 36,086 | $2.23M | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 33,317 | $2.06M | 0.00% | −1,065−3.1% | Reduced |
| Leavell Investment Management, Inc. | 26,025 | $1.61M | 0.07% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 25,022 | $1.54M | 0.28% | −5,929−19.2% | Reduced |
| Proficio Capital Partners LLC | 23,726 | $1.47M | 0.09% | 00.0% | Unchanged |
| Searle & Co. | 22,654 | $1.40M | 0.40% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 21,748 | $1.34M | 0.02% | −130−0.6% | Reduced |
| UBS Asset Management Americas Inc | 18,756 | $1.16M | 0.00% | +3,303+21.4% | Added |
| Morgan Stanley | 16,852 | $1.04M | 0.00% | +118+0.7% | Added |
| Vanguard Group Inc | 16,532 | $1.02M | 0.00% | −788−4.5% | Reduced |
| Nuveen, LLC | 16,197 | $999.2K | 0.00% | −937,490−98.3% | Reduced |
| Broad Run Investment Management, LLC | 15,721 | $971.2K | 0.15% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 14,173 | $948.3K | 0.00% | −7,974−36.0% | Reduced |
| Bank of America Corp | 13,246 | $818.3K | 0.00% | −13,848−51.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,014 | $619.4K | 0.00% | −4,871−32.7% | Reduced |
| Public Employees Retirement System of Ohio | 8,777 | $541.5K | 0.00% | +1,955+28.7% | Added |
| D. E. Shaw & Co., Inc. | 8,465 | $523.7K | 0.00% | +8,465 | New |
| Federation des caisses Desjardins du Quebec | 8,630 | $488.1K | 0.00% | +2,860+49.6% | Added |
| Bruni J V & Co | 7,550 | $466.4K | 0.05% | −1,809−19.3% | Reduced |
| Renaissance Technologies LLC | 7,500 | $463.4K | 0.00% | −1,400−15.7% | Reduced |
| Citadel Advisors LLC | 6,687 | $413.1K | 0.00% | +6,687 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $393.4K | 0.00% | +23+0.4% | Added |
| Alliancebernstein L.P. | 5,868 | $362.5K | 0.00% | +5,868 | New |
| Russell Investments Group, Ltd. | 4,773 | $294.5K | 0.00% | +388+8.8% | Added |
| Santa Monica Partners LP | 4,603 | $285.0K | 0.17% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,417 | $272.9K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,303 | $265.8K | 0.00% | +4,303 | New |
| Two Sigma Advisers, LP | 4,100 | $253.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,034 | $249.2K | 0.00% | −40−1.0% | Reduced |
| Arkadios Wealth Advisors | 3,350 | $207.0K | 0.01% | +3,350 | New |
| Pictet Asset Management Holding SA | 3,266 | $201.5K | 0.00% | −866−21.0% | Reduced |
| TD Waterhouse Canada Inc. | 2,478 | $153.2K | 0.00% | +66+2.7% | Added |
| Woodbridge Co Ltd | 2,034 | $125.7K | 0.00% | +2,034 | New |
| CIBC Private Wealth Group, LLC | 1,776 | $109.7K | 0.00% | −345−16.3% | Reduced |
| NBC Securities, Inc. | 1,708 | $105.0K | 0.01% | −19−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,593 | $98.4K | 0.01% | +1,593 | New |
| Northwest & Ethical Investments L.P. | 1,396 | $86.3K | 0.00% | −80−5.4% | Reduced |
| Wells Fargo & Company | 1,376 | $85.0K | 0.00% | +3+0.2% | Added |
| JPMorgan Chase & Co | 1,215 | $75.1K | 0.00% | +1,124+1,235.2% | Added |
| Shell Asset Management Co | 1,168 | $72.0K | 0.00% | +13+1.1% | Added |
| Lincluden Management Ltd | 1,117 | $69.0K | 0.01% | −331−22.9% | Reduced |
| Deutsche Bank AG | 1,041 | $64.3K | 0.00% | +1,041 | New |
| Moerus Capital Management LLC | 971 | $60.1K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 771 | $47.6K | 0.00% | −13−1.7% | Reduced |
| Whittier Trust Co | 744 | $46.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 301 | $18.6K | 0.00% | +15+5.2% | Added |
| Group One Trading, L.P. | 300 | $18.5K | 0.00% | −1,100−78.6% | Reduced |
| Raymond James Financial Inc | 267 | $16.5K | 0.00% | +267 | New |
| Bessemer Group Inc | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 144 | $8.90K | 0.00% | −252−63.6% | Reduced |
| Global Retirement Partners, LLC | 132 | $8.15K | 0.00% | +132 | New |
| Hemington Wealth Management | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 117 | $7.23K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 99 | $6.17K | 0.00% | −41−29.3% | Reduced |
| BlackRock, Inc. | 89 | $5.50K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $4.82K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $3.28K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $2.78K | 0.00% | +45 | New |
| Tower Research Capital LLC (TRC) | 41 | $2.53K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $1.17K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 19 | $1.17K | 0.00% | +8+72.7% | Added |
| Sagard Holdings Management Inc. | 19 | $1.17K | 0.00% | +19 | New |
| Investment Research & Advisory Group, Inc. | 15 | $927 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13 | $803 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $741 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $680 | 0.00% | +11 | New |
| Pacifica Partners Inc. | 9 | $508 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $432 | 0.00% | +4+133.3% | Added |
| MAI Capital Management | 6 | $371 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $124 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $124 | 0.00% | 00.0% | Unchanged |