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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $68 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $137 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2 | $137 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $274 | 0.00% | −17−81.0% | Reduced |
| Farther Finance Advisors, LLC | 7 | $479 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $480 | 0.00% | +7 | New |
| Pacifica Partners Inc. | 8 | $528 | 0.00% | −1−11.1% | Reduced |
| Advisory Services Network, LLC | 8 | $548 | 0.00% | +8 | New |
| Private Trust Co NA | 10 | $685 | 0.00% | −2−16.7% | Reduced |
| Trust Co of Vermont | 11 | $753 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $753 | 0.00% | +11 | New |
| Aviso Financial Inc. | 11 | $754 | 0.00% | −8−42.1% | Reduced |
| Heritage Wealth Advisors | 13 | $890 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 13 | $890 | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 13 | $890 | 0.00% | +13 | New |
| Barclays PLC | 14 | $959 | 0.00% | −4,020−99.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 19 | $1.30K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 20 | $1.37K | 0.00% | −2−9.1% | Reduced |
| Louisbourg Investments Inc. | 36 | $2.47K | 0.00% | −3−7.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 39 | $2.67K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53 | $3.63K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 72 | $5.00K | 0.00% | −1−1.4% | Reduced |
| Sterling Capital Management LLC | 78 | $5.34K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 94 | $6.48K | 0.00% | −5−5.1% | Reduced |
| Harbour Investments, Inc. | 100 | $6.85K | 0.00% | −17−14.5% | Reduced |
| Hemington Wealth Management | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $9.04K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 144 | $9.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $11.6K | 0.00% | +170 | New |
| Bessemer Group Inc | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 286 | $19.6K | 0.00% | −15−5.0% | Reduced |
| Shell Asset Management Co | 303 | $21.0K | 0.00% | −865−74.1% | Reduced |
| Rockefeller Capital Management L.P. | 361 | $24.7K | 0.00% | +361 | New |
| Tower Research Capital LLC (TRC) | 627 | $42.9K | 0.00% | +586+1,429.3% | Added |
| Wealthspire Advisors, LLC | 714 | $48.9K | 0.00% | +714 | New |
| Citigroup Inc | 795 | $54.5K | 0.00% | +24+3.1% | Added |
| BlackRock, Inc. | 808 | $55.3K | 0.00% | +719+807.9% | Added |
| Lincluden Management Ltd | 959 | $65.0K | 0.01% | −158−14.1% | Reduced |
| Moerus Capital Management LLC | 971 | $66.6K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,058 | $72.5K | 0.00% | −157−12.9% | Reduced |
| Woodbridge Co Ltd | 2,034 | $92.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,363 | $93.4K | 0.00% | −13−0.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,400 | $96.0K | 0.01% | +1,400 | New |
| Northwest & Ethical Investments L.P. | 1,516 | $103.9K | 0.00% | +120+8.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,593 | $109.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,697 | $116.3K | 0.01% | −11−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,773 | $121.4K | 0.00% | −3−0.2% | Reduced |
| MAI Capital Management | 1,865 | $127.7K | 0.00% | +1,859+30,983.3% | Added |
| TD Waterhouse Canada Inc. | 2,256 | $149.3K | 0.00% | −222−9.0% | Reduced |
| Deutsche Bank AG | 2,231 | $152.8K | 0.00% | +1,190+114.3% | Added |
| Algert Global LLC | 2,926 | $200.4K | 0.00% | +2,926 | New |
| Pettinga Financial Advisors, LLC | 3,000 | $205.5K | 0.04% | +3,000 | New |
| Citadel Advisors LLC | 3,040 | $208.2K | 0.00% | −3,647−54.5% | Reduced |
| Aigen Investment Management, LP | 2,233 | $213.1K | 0.03% | +2,233 | New |
| Becker Capital Management Inc | 3,150 | $215.7K | 0.01% | +3,150 | New |
| CIBC Asset Management Inc | 3,153 | $215.9K | 0.00% | +3,153 | New |
| Warren Averett Asset Management, LLC | 3,153 | $215.9K | 0.00% | +3,153 | New |
| Sequoia Financial Advisors, LLC | 3,183 | $218.0K | 0.00% | +3,183 | New |
| 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 |
| Arkadios Wealth Advisors | 3,353 | $229.6K | 0.01% | +3+0.1% | Added |
| XTX Topco Ltd | 3,440 | $235.6K | 0.01% | +3,440 | New |
| Millennium Management LLC | 3,618 | $247.9K | 0.00% | −38,784−91.5% | Reduced |
| Cubist Systematic Strategies, LLC | 3,630 | $248.9K | 0.00% | +3,630 | New |
| Two Sigma Advisers, LP | 4,100 | $280.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,417 | $302.5K | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4,603 | $315.0K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,618 | $316.3K | 0.00% | +4,618 | New |
| Amundi | 4,921 | $334.4K | 0.00% | +4,921 | New |
| National Bank of Canada | 5,621 | $377.9K | 0.00% | −70,292−92.6% | Reduced |
| Trexquant Investment LP | 6,040 | $413.7K | 0.00% | +6,040 | New |
| Bruni J V & Co | 6,733 | $461.1K | 0.05% | −817−10.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,279 | $498.5K | 0.00% | +912+14.3% | Added |
| Federation des caisses Desjardins du Quebec | 8,159 | $539.9K | 0.00% | −471−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 8,851 | $607.0K | 0.00% | +74+0.8% | Added |
| Russell Investments Group, Ltd. | 9,944 | $681.9K | 0.00% | +5,171+108.3% | Added |
| Renaissance Technologies LLC | 10,305 | $705.8K | 0.00% | +2,805+37.4% | Added |
| Morgan Stanley | 12,928 | $885.4K | 0.00% | −3,924−23.3% | Reduced |
| Nuveen, LLC | 15,195 | $1.04M | 0.00% | −1,002−6.2% | Reduced |
| Broad Run Investment Management, LLC | 15,721 | $1.08M | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 17,907 | $1.23M | 0.00% | +4,661+35.2% | Added |
| FMR LLC | 18,951 | $1.30M | 0.00% | −17,135−47.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 31,481 | $1.44M | 0.02% | +9,733+44.8% | Added |
| CIBC World Markets Inc. | 31,852 | $1.46M | 0.00% | −1,465−4.4% | Reduced |
| Searle & Co. | 22,654 | $1.55M | 0.41% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 23,726 | $1.62M | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 24,525 | $1.68M | 0.07% | −1,500−5.8% | Reduced |
| Triasima Portfolio Management inc. | 25,142 | $1.72M | 0.26% | +120+0.5% | Added |