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, Q3 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Sep 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
- 122
- +12 vs. Q2 2025
- Shares held
- 12.3M
- +66.7K (+0.5%) vs. Q2 2025
- Total value
- $843.4M
- +$84.7M (+11.2%) vs. Q2 2025
- New holders
- 24
- 22 more added
- Sold out
- 12
- 38 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 8,213,563 | $562.5M | 5.21% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 903,843 | $61.9M | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 585,382 | $40.1M | 0.01% | −1,570−0.3% | Reduced |
| Bank of Nova Scotia | 500,003 | $34.3M | 0.06% | −110.0% | Reduced |
| Principal Financial Group Inc | 279,946 | $19.2M | 0.01% | +4,118+1.5% | Added |
| Vanguard Group Inc | 265,706 | $18.2M | 0.00% | +249,174+1,507.2% | Added |
| Montrusco Bolton Investments Inc. | 134,437 | $9.22M | 0.11% | −218−0.2% | Reduced |
| Toronto Dominion Bank | 109,045 | $7.47M | 0.01% | −57,691−34.6% | Reduced |
| Tandem Capital Management Corp | 107,078 | $7.33M | 3.41% | −996−0.9% | Reduced |
| Goldman Sachs Group Inc | 104,620 | $7.17M | 0.00% | +49,750+90.7% | Added |
| Canada Pension Plan Investment Board | 96,488 | $6.61M | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 96,270 | $6.59M | 0.02% | −54,407−36.1% | Reduced |
| Bank of Montreal | 75,183 | $5.15M | 0.00% | −60−0.1% | Reduced |
| Legal & General Group Plc | 75,137 | $5.15M | 0.00% | +12,368+19.7% | Added |
| TD Asset Management Inc | 69,330 | $4.75M | 0.00% | −42,776−38.2% | Reduced |
| Mackenzie Financial Corp | 67,754 | $4.64M | 0.01% | +8,733+14.8% | Added |
| UBS Group AG | 53,953 | $3.70M | 0.00% | +868+1.6% | Added |
| Schwartz Investment Counsel Inc | 53,198 | $3.64M | 0.12% | −31,522−37.2% | Reduced |
| Clearbridge Investments, LLC | 62,412 | $2.85M | 0.00% | −805−1.3% | Reduced |
| Swiss National Bank | 38,300 | $2.63M | 0.00% | +800+2.1% | Added |
| Geode Capital Management, LLC | 28,745 | $2.41M | 0.00% | +14,572+102.8% | Added |
| Ossiam | 32,354 | $2.22M | 0.03% | +32,354 | New |
| Triasima Portfolio Management inc. | 25,142 | $1.72M | 0.26% | +120+0.5% | Added |
| Leavell Investment Management, Inc. | 24,525 | $1.68M | 0.07% | −1,500−5.8% | Reduced |
| Proficio Capital Partners LLC | 23,726 | $1.62M | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 22,654 | $1.55M | 0.41% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 31,852 | $1.46M | 0.00% | −1,465−4.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,481 | $1.44M | 0.02% | +9,733+44.8% | Added |
| FMR LLC | 18,951 | $1.30M | 0.00% | −17,135−47.5% | Reduced |
| Bank of America Corp | 17,907 | $1.23M | 0.00% | +4,661+35.2% | Added |
| Broad Run Investment Management, LLC | 15,721 | $1.08M | 0.18% | 00.0% | Unchanged |
| Nuveen, LLC | 15,195 | $1.04M | 0.00% | −1,002−6.2% | Reduced |
| Morgan Stanley | 12,928 | $885.4K | 0.00% | −3,924−23.3% | Reduced |
| Renaissance Technologies LLC | 10,305 | $705.8K | 0.00% | +2,805+37.4% | Added |
| Russell Investments Group, Ltd. | 9,944 | $681.9K | 0.00% | +5,171+108.3% | Added |
| Public Employees Retirement System of Ohio | 8,851 | $607.0K | 0.00% | +74+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 8,159 | $539.9K | 0.00% | −471−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,279 | $498.5K | 0.00% | +912+14.3% | Added |
| Bruni J V & Co | 6,733 | $461.1K | 0.05% | −817−10.8% | Reduced |
| Trexquant Investment LP | 6,040 | $413.7K | 0.00% | +6,040 | New |
| National Bank of Canada | 5,621 | $377.9K | 0.00% | −70,292−92.6% | Reduced |
| Amundi | 4,921 | $334.4K | 0.00% | +4,921 | New |
| Susquehanna International Group, LLP | 4,618 | $316.3K | 0.00% | +4,618 | New |
| Santa Monica Partners LP | 4,603 | $315.0K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,417 | $302.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,100 | $280.8K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,630 | $248.9K | 0.00% | +3,630 | New |
| Millennium Management LLC | 3,618 | $247.9K | 0.00% | −38,784−91.5% | Reduced |
| XTX Topco Ltd | 3,440 | $235.6K | 0.01% | +3,440 | New |
| Arkadios Wealth Advisors | 3,353 | $229.6K | 0.01% | +3+0.1% | Added |
| Pictet Asset Management Holding SA | 3,266 | $224.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,266 | $224.0K | 0.00% | +3,266 | New |
| Sequoia Financial Advisors, LLC | 3,183 | $218.0K | 0.00% | +3,183 | New |
| Warren Averett Asset Management, LLC | 3,153 | $215.9K | 0.00% | +3,153 | New |
| CIBC Asset Management Inc | 3,153 | $215.9K | 0.00% | +3,153 | New |
| Becker Capital Management Inc | 3,150 | $215.7K | 0.01% | +3,150 | New |
| Aigen Investment Management, LP | 2,233 | $213.1K | 0.03% | +2,233 | New |
| Citadel Advisors LLC | 3,040 | $208.2K | 0.00% | −3,647−54.5% | Reduced |
| Pettinga Financial Advisors, LLC | 3,000 | $205.5K | 0.04% | +3,000 | New |
| Algert Global LLC | 2,926 | $200.4K | 0.00% | +2,926 | New |
| Deutsche Bank AG | 2,231 | $152.8K | 0.00% | +1,190+114.3% | Added |
| TD Waterhouse Canada Inc. | 2,256 | $149.3K | 0.00% | −222−9.0% | Reduced |
| MAI Capital Management | 1,865 | $127.7K | 0.00% | +1,859+30,983.3% | Added |
| CIBC Private Wealth Group, LLC | 1,773 | $121.4K | 0.00% | −3−0.2% | Reduced |
| NBC Securities, Inc. | 1,697 | $116.3K | 0.01% | −11−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,593 | $109.1K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,516 | $103.9K | 0.00% | +120+8.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,400 | $96.0K | 0.01% | +1,400 | New |
| Wells Fargo & Company | 1,363 | $93.4K | 0.00% | −13−0.9% | Reduced |
| Woodbridge Co Ltd | 2,034 | $92.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,058 | $72.5K | 0.00% | −157−12.9% | Reduced |
| Moerus Capital Management LLC | 971 | $66.6K | 0.03% | 00.0% | Unchanged |
| Lincluden Management Ltd | 959 | $65.0K | 0.01% | −158−14.1% | Reduced |
| BlackRock, Inc. | 808 | $55.3K | 0.00% | +719+807.9% | Added |
| Citigroup Inc | 795 | $54.5K | 0.00% | +24+3.1% | Added |
| Wealthspire Advisors, LLC | 714 | $48.9K | 0.00% | +714 | New |
| Tower Research Capital LLC (TRC) | 627 | $42.9K | 0.00% | +586+1,429.3% | Added |
| Rockefeller Capital Management L.P. | 361 | $24.7K | 0.00% | +361 | New |
| Shell Asset Management Co | 303 | $21.0K | 0.00% | −865−74.1% | Reduced |
| The PNC Financial Services Group, Inc. | 286 | $19.6K | 0.00% | −15−5.0% | Reduced |
| Bessemer Group Inc | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $11.6K | 0.00% | +170 | New |
| GoodHaven Capital Management, LLC | 144 | $9.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $9.04K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $6.85K | 0.00% | −17−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 94 | $6.48K | 0.00% | −5−5.1% | Reduced |
| Sterling Capital Management LLC | 78 | $5.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 72 | $5.00K | 0.00% | −1−1.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $3.63K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 39 | $2.67K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 36 | $2.47K | 0.00% | −3−7.7% | Reduced |
| Financial Perspectives, Inc | 20 | $1.37K | 0.00% | −2−9.1% | Reduced |
| Sagard Holdings Management Inc. | 19 | $1.30K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 14 | $959 | 0.00% | −4,020−99.7% | Reduced |
| Heritage Wealth Advisors | 13 | $890 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 13 | $890 | 0.00% | +13 | New |