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 |
|---|---|---|---|---|---|
| Ossiam | 32,354 | $2.22M | 0.03% | +32,354 | New |
| Geode Capital Management, LLC | 28,745 | $2.41M | 0.00% | +14,572+102.8% | Added |
| Swiss National Bank | 38,300 | $2.63M | 0.00% | +800+2.1% | Added |
| Clearbridge Investments, LLC | 62,412 | $2.85M | 0.00% | −805−1.3% | Reduced |
| Schwartz Investment Counsel Inc | 53,198 | $3.64M | 0.12% | −31,522−37.2% | Reduced |
| UBS Group AG | 53,953 | $3.70M | 0.00% | +868+1.6% | Added |
| Mackenzie Financial Corp | 67,754 | $4.64M | 0.01% | +8,733+14.8% | Added |
| TD Asset Management Inc | 69,330 | $4.75M | 0.00% | −42,776−38.2% | Reduced |
| Legal & General Group Plc | 75,137 | $5.15M | 0.00% | +12,368+19.7% | Added |
| Bank of Montreal | 75,183 | $5.15M | 0.00% | −60−0.1% | Reduced |
| Ci Investments Inc. | 96,270 | $6.59M | 0.02% | −54,407−36.1% | Reduced |
| Canada Pension Plan Investment Board | 96,488 | $6.61M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 104,620 | $7.17M | 0.00% | +49,750+90.7% | Added |
| Tandem Capital Management Corp | 107,078 | $7.33M | 3.41% | −996−0.9% | Reduced |
| Toronto Dominion Bank | 109,045 | $7.47M | 0.01% | −57,691−34.6% | Reduced |
| Montrusco Bolton Investments Inc. | 134,437 | $9.22M | 0.11% | −218−0.2% | Reduced |
| Vanguard Group Inc | 265,706 | $18.2M | 0.00% | +249,174+1,507.2% | Added |
| Principal Financial Group Inc | 279,946 | $19.2M | 0.01% | +4,118+1.5% | Added |
| Bank of Nova Scotia | 500,003 | $34.3M | 0.06% | −110.0% | Reduced |
| Royal Bank of Canada | 585,382 | $40.1M | 0.01% | −1,570−0.3% | Reduced |
| Brookfield Asset Management Inc. | 903,843 | $61.9M | 0.07% | 00.0% | Unchanged |
| Partners Value Investments LP | 8,213,563 | $562.5M | 5.21% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −18,756−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,465−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | 0 | Sold out |