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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 0 | $8 | 0.00% | 0 | New |
| GWM Advisors LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $123 | 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 |
| Fortis Group Advisors, LLC | 2 | $124 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $124 | 0.00% | +2 | New |
| Hilltop National Bank | 2 | $124 | 0.00% | +2 | New |
| North Capital, Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $371 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $432 | 0.00% | +4+133.3% | Added |
| Pacifica Partners Inc. | 9 | $508 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $680 | 0.00% | +11 | New |
| Private Trust Co NA | 12 | $741 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13 | $803 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $927 | 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 |
| Sunbelt Securities, Inc. | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 41 | $2.53K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $2.78K | 0.00% | +45 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $3.28K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 78 | $4.82K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 89 | $5.50K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 99 | $6.17K | 0.00% | −41−29.3% | Reduced |
| Harbour Investments, Inc. | 117 | $7.23K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $8.15K | 0.00% | +132 | New |
| GoodHaven Capital Management, LLC | 144 | $8.90K | 0.00% | −252−63.6% | Reduced |
| Bessemer Group Inc | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 267 | $16.5K | 0.00% | +267 | New |
| Group One Trading, L.P. | 300 | $18.5K | 0.00% | −1,100−78.6% | Reduced |
| The PNC Financial Services Group, Inc. | 301 | $18.6K | 0.00% | +15+5.2% | Added |
| Whittier Trust Co | 744 | $46.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 771 | $47.6K | 0.00% | −13−1.7% | Reduced |
| Moerus Capital Management LLC | 971 | $60.1K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,041 | $64.3K | 0.00% | +1,041 | New |
| Lincluden Management Ltd | 1,117 | $69.0K | 0.01% | −331−22.9% | Reduced |
| Shell Asset Management Co | 1,168 | $72.0K | 0.00% | +13+1.1% | Added |
| JPMorgan Chase & Co | 1,215 | $75.1K | 0.00% | +1,124+1,235.2% | Added |
| Wells Fargo & Company | 1,376 | $85.0K | 0.00% | +3+0.2% | Added |
| Northwest & Ethical Investments L.P. | 1,396 | $86.3K | 0.00% | −80−5.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,593 | $98.4K | 0.01% | +1,593 | New |
| NBC Securities, Inc. | 1,708 | $105.0K | 0.01% | −19−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,776 | $109.7K | 0.00% | −345−16.3% | Reduced |
| Woodbridge Co Ltd | 2,034 | $125.7K | 0.00% | +2,034 | New |
| TD Waterhouse Canada Inc. | 2,478 | $153.2K | 0.00% | +66+2.7% | Added |
| Pictet Asset Management Holding SA | 3,266 | $201.5K | 0.00% | −866−21.0% | Reduced |
| Arkadios Wealth Advisors | 3,350 | $207.0K | 0.01% | +3,350 | New |
| Barclays PLC | 4,034 | $249.2K | 0.00% | −40−1.0% | Reduced |
| Two Sigma Advisers, LP | 4,100 | $253.3K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,303 | $265.8K | 0.00% | +4,303 | New |
| Captrust Financial Advisors | 4,417 | $272.9K | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4,603 | $285.0K | 0.17% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,773 | $294.5K | 0.00% | +388+8.8% | Added |
| Alliancebernstein L.P. | 5,868 | $362.5K | 0.00% | +5,868 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,367 | $393.4K | 0.00% | +23+0.4% | Added |
| Citadel Advisors LLC | 6,687 | $413.1K | 0.00% | +6,687 | New |
| Renaissance Technologies LLC | 7,500 | $463.4K | 0.00% | −1,400−15.7% | Reduced |
| Bruni J V & Co | 7,550 | $466.4K | 0.05% | −1,809−19.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,630 | $488.1K | 0.00% | +2,860+49.6% | Added |
| D. E. Shaw & Co., Inc. | 8,465 | $523.7K | 0.00% | +8,465 | New |
| Public Employees Retirement System of Ohio | 8,777 | $541.5K | 0.00% | +1,955+28.7% | Added |
| Arrowstreet Capital, Limited Partnership | 10,014 | $619.4K | 0.00% | −4,871−32.7% | Reduced |
| Bank of America Corp | 13,246 | $818.3K | 0.00% | −13,848−51.1% | Reduced |
| Geode Capital Management, LLC | 14,173 | $948.3K | 0.00% | −7,974−36.0% | Reduced |
| Broad Run Investment Management, LLC | 15,721 | $971.2K | 0.15% | 00.0% | Unchanged |
| Nuveen, LLC | 16,197 | $999.2K | 0.00% | −937,490−98.3% | Reduced |
| Vanguard Group Inc | 16,532 | $1.02M | 0.00% | −788−4.5% | Reduced |
| Morgan Stanley | 16,852 | $1.04M | 0.00% | +118+0.7% | Added |
| UBS Asset Management Americas Inc | 18,756 | $1.16M | 0.00% | +3,303+21.4% | Added |
| Horizon Kinetics Asset Management LLC | 21,748 | $1.34M | 0.02% | −130−0.6% | Reduced |
| Searle & Co. | 22,654 | $1.40M | 0.40% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 23,726 | $1.47M | 0.09% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 25,022 | $1.54M | 0.28% | −5,929−19.2% | Reduced |
| Leavell Investment Management, Inc. | 26,025 | $1.61M | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 33,317 | $2.06M | 0.00% | −1,065−3.1% | Reduced |
| FMR LLC | 36,086 | $2.23M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 37,500 | $2.31M | 0.00% | −600−1.6% | Reduced |
| Millennium Management LLC | 42,402 | $2.62M | 0.00% | +42,402 | New |
| UBS Group AG | 53,085 | $3.28M | 0.00% | −12,911−19.6% | Reduced |
| Goldman Sachs Group Inc | 54,870 | $3.39M | 0.00% | +6,499+13.4% | Added |
| Mackenzie Financial Corp | 59,021 | $3.65M | 0.00% | +6,592+12.6% | Added |
| Legal & General Group Plc | 62,769 | $3.87M | 0.00% | +50,230+400.6% | Added |
| Clearbridge Investments, LLC | 63,217 | $3.91M | 0.00% | −483−0.8% | Reduced |
| Bank of Montreal | 75,243 | $4.65M | 0.00% | −213,042−73.9% | Reduced |
| National Bank of Canada | 75,913 | $4.67M | 0.01% | −181,882−70.6% | Reduced |
| Schwartz Investment Counsel Inc | 84,720 | $5.23M | 0.17% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 96,488 | $5.97M | 0.01% | 00.0% | Unchanged |