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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 13 | $890 | 0.00% | +13 | New |
| Aviso Financial Inc. | 11 | $754 | 0.00% | −8−42.1% | Reduced |
| Trust Co of Vermont | 11 | $753 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $753 | 0.00% | +11 | New |
| Private Trust Co NA | 10 | $685 | 0.00% | −2−16.7% | Reduced |
| Advisory Services Network, LLC | 8 | $548 | 0.00% | +8 | New |
| Pacifica Partners Inc. | 8 | $528 | 0.00% | −1−11.1% | Reduced |
| Bell Investment Advisors, Inc | 7 | $480 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 7 | $479 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $274 | 0.00% | −17−81.0% | Reduced |
| North Capital, Inc. | 3 | $205 | 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 |
| Robinswood Financial LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $69 | 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 |
| Covestor Ltd | 2 | $0 | 0.00% | 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 |