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, Q4 2025
Institutional positions in Brookfield Wealth Solutions Ltd. as of Dec 31, 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
- 113
- −2 vs. Q3 2025
- Shares held
- 18.6M
- +6.23M (+50.5%) vs. Q3 2025
- Total value
- $854.3M
- +$11.3M (+1.3%) vs. Q3 2025
- New holders
- 16
- 82 more added
- Sold out
- 18
- 11 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 12,320,344 | $566.1M | 5.29% | +4,106,781+50.0% | Added |
| Brookfield Asset Management Inc. | 1,355,764 | $62.3M | 0.08% | +451,921+50.0% | Added |
| Royal Bank of Canada | 879,629 | $40.4M | 0.01% | +294,247+50.3% | Added |
| Bank of Nova Scotia | 750,004 | $34.5M | 0.05% | +250,001+50.0% | Added |
| Vanguard Group Inc | 624,299 | $28.7M | 0.00% | +358,593+135.0% | Added |
| Principal Financial Group Inc | 371,656 | $17.1M | 0.01% | +91,710+32.8% | Added |
| Montrusco Bolton Investments Inc. | 234,974 | $10.8M | 0.13% | +100,537+74.8% | Added |
| Canada Pension Plan Investment Board | 215,461 | $9.92M | 0.01% | +118,973+123.3% | Added |
| Norges Bank | 211,689 | $9.75M | 0.00% | +211,689 | New |
| Tandem Capital Management Corp | 154,562 | $7.10M | 3.23% | +47,484+44.3% | Added |
| Ci Investments Inc. | 140,404 | $6.45M | 0.03% | +44,134+45.8% | Added |
| Mackenzie Financial Corp | 120,201 | $5.59M | 0.01% | +52,447+77.4% | Added |
| Legal & General Group Plc | 104,568 | $4.82M | 0.00% | +29,431+39.2% | Added |
| Toronto Dominion Bank | 96,237 | $4.42M | 0.01% | −12,808−11.7% | Reduced |
| Schwartz Investment Counsel Inc | 87,398 | $4.02M | 0.14% | +34,200+64.3% | Added |
| Goldman Sachs Group Inc | 79,144 | $3.64M | 0.00% | −25,476−24.4% | Reduced |
| TD Asset Management Inc | 73,276 | $3.38M | 0.00% | +3,946+5.7% | Added |
| Geode Capital Management, LLC | 46,765 | $2.67M | 0.00% | +18,020+62.7% | Added |
| UBS Group AG | 52,943 | $2.43M | 0.00% | −1,010−1.9% | Reduced |
| CIBC World Markets Inc. | 47,175 | $2.17M | 0.00% | +15,323+48.1% | Added |
| Swiss National Bank | 45,350 | $2.09M | 0.00% | +7,050+18.4% | Added |
| Triasima Portfolio Management inc. | 38,329 | $1.77M | 0.26% | +13,187+52.5% | Added |
| Leavell Investment Management, Inc. | 36,786 | $1.69M | 0.07% | +12,261+50.0% | Added |
| Proficio Capital Partners LLC | 35,589 | $1.64M | 0.11% | +11,863+50.0% | Added |
| Searle & Co. | 33,980 | $1.56M | 0.40% | +11,326+50.0% | Added |
| Horizon Kinetics Asset Management LLC | 30,737 | $1.41M | 0.02% | −744−2.4% | Reduced |
| FMR LLC | 28,426 | $1.31M | 0.00% | +9,475+50.0% | Added |
| Broad Run Investment Management, LLC | 23,581 | $1.08M | 0.20% | +7,860+50.0% | Added |
| Nuveen, LLC | 22,792 | $1.05M | 0.00% | +7,597+50.0% | Added |
| Bank of America Corp | 21,251 | $976.5K | 0.00% | +3,344+18.7% | Added |
| Bank of Montreal | 18,862 | $868.4K | 0.00% | −56,321−74.9% | Reduced |
| Citadel Advisors LLC | 16,149 | $742.0K | 0.00% | +13,109+431.2% | Added |
| Susquehanna Advisors Group, Inc. | 16,066 | $738.2K | 0.02% | +16,066 | New |
| Ossiam | 14,877 | $685.8K | 0.01% | −17,477−54.0% | Reduced |
| Rockefeller Capital Management L.P. | 11,755 | $540.1K | 0.00% | +11,394+3,156.2% | Added |
| National Bank of Canada | 11,701 | $522.8K | 0.00% | +6,080+108.2% | Added |
| Federation des caisses Desjardins du Quebec | 11,615 | $508.5K | 0.00% | +3,456+42.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,918 | $501.7K | 0.00% | +3,639+50.0% | Added |
| Russell Investments Group, Ltd. | 10,525 | $485.2K | 0.00% | +581+5.8% | Added |
| Point72 Asset Management, L.P. | 9,902 | $455.6K | 0.00% | +9,902 | New |
| BlackRock, Inc. | 9,418 | $432.7K | 0.00% | +8,610+1,065.6% | Added |
| Amundi | 8,846 | $406.5K | 0.00% | +3,925+79.8% | Added |
| Public Employees Retirement System of Ohio | 8,261 | $380.8K | 0.00% | −590−6.7% | Reduced |
| Bruni J V & Co | 7,155 | $328.8K | 0.03% | +422+6.3% | Added |
| Santa Monica Partners LP | 6,904 | $318.0K | 0.19% | +2,301+50.0% | Added |
| Commonwealth Equity Services, LLC | 6,756 | $310.4K | 0.00% | +6,756 | New |
| Captrust Financial Advisors | 6,627 | $304.5K | 0.00% | +2,210+50.0% | Added |
| Morgan Stanley | 6,297 | $289.3K | 0.00% | −6,631−51.3% | Reduced |
| Renaissance Technologies LLC | 6,249 | $287.1K | 0.00% | −4,056−39.4% | Reduced |
| Jane Street Group, LLC | 5,985 | $275.0K | 0.00% | +5,985 | New |
| XTX Topco Ltd | 5,418 | $249.0K | 0.01% | +1,978+57.5% | Added |
| Arkadios Wealth Advisors | 5,029 | $231.1K | 0.00% | +1,676+50.0% | Added |
| PDT Partners, LLC | 5,014 | $230.4K | 0.01% | +5,014 | New |
| Invesco Ltd. | 4,951 | $227.5K | 0.00% | +4,951 | New |
| JustInvest LLC | 4,903 | $225.3K | 0.00% | +4,903 | New |
| Sequoia Financial Advisors, LLC | 4,735 | $217.6K | 0.00% | +1,552+48.8% | Added |
| Warren Averett Asset Management, LLC | 4,728 | $217.3K | 0.00% | +1,575+50.0% | Added |
| Becker Capital Management Inc | 4,725 | $217.1K | 0.01% | +1,575+50.0% | Added |
| Pictet Asset Management Holding SA | 4,614 | $212.7K | 0.00% | +1,348+41.3% | Added |
| Belvedere Trading LLC | 3,330 | $210.4K | 0.04% | +3,330 | New |
| Pettinga Financial Advisors, LLC | 4,500 | $206.8K | 0.04% | +1,500+50.0% | Added |
| Deutsche Bank AG | 3,673 | $168.8K | 0.00% | +1,442+64.6% | Added |
| TD Waterhouse Canada Inc. | 3,281 | $143.6K | 0.00% | +1,025+45.4% | Added |
| Woodbridge Co Ltd | 3,051 | $140.2K | 0.00% | +1,017+50.0% | Added |
| Northwest & Ethical Investments L.P. | 3,024 | $139.2K | 0.00% | +1,508+99.5% | Added |
| MAI Capital Management | 2,793 | $128.3K | 0.00% | +928+49.8% | Added |
| Tower Research Capital LLC (TRC) | 2,671 | $122.7K | 0.00% | +2,044+326.0% | Added |
| CIBC Private Wealth Group, LLC | 2,658 | $122.1K | 0.00% | +885+49.9% | Added |
| NBC Securities, Inc. | 2,543 | $116.9K | 0.01% | +846+49.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,389 | $109.8K | 0.01% | +796+50.0% | Added |
| Wells Fargo & Company | 1,978 | $91.1K | 0.00% | +615+45.1% | Added |
| Moerus Capital Management LLC | 1,187 | $54.5K | 0.02% | +216+22.2% | Added |
| JPMorgan Chase & Co | 1,187 | $54.5K | 0.00% | +129+12.2% | Added |
| The PNC Financial Services Group, Inc. | 428 | $19.7K | 0.00% | +142+49.7% | Added |
| Purpose Unlimited Inc. | 410 | $18.9K | 0.00% | +410 | New |
| Signaturefd, LLC | 299 | $13.7K | 0.00% | +286+2,200.0% | Added |
| EverSource Wealth Advisors, LLC | 276 | $12.7K | 0.00% | +263+2,023.1% | Added |
| Bessemer Group Inc | 259 | $12.0K | 0.00% | +86+49.7% | Added |
| GoodHaven Capital Management, LLC | 207 | $9.51K | 0.00% | +63+43.8% | Added |
| Global Retirement Partners, LLC | 197 | $9.05K | 0.00% | +65+49.2% | Added |
| Allworth Financial LP | 150 | $6.89K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 150 | $6.89K | 0.00% | +50+50.0% | Added |
| Advisor Group Holdings, Inc. | 134 | $6.21K | 0.00% | +40+42.6% | Added |
| Sterling Capital Management LLC | 117 | $5.38K | 0.00% | +39+50.0% | Added |
| CWM, LLC | 107 | $5.00K | 0.00% | +35+48.6% | Added |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | +35+49.3% | Added |
| Cornerstone Financial Management LLC | 57 | $2.62K | 0.00% | +57 | New |
| Louisbourg Investments Inc. | 53 | $2.44K | 0.00% | +17+47.2% | Added |
| Financial Perspectives, Inc | 30 | $1.38K | 0.00% | +10+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 27 | $1.24K | 0.00% | +8+42.1% | Added |
| Investment Research & Advisory Group, Inc. | 22 | $1.01K | 0.00% | +7+46.7% | Added |
| Barclays PLC | 21 | $965 | 0.00% | +7+50.0% | Added |
| US Bancorp | 20 | $919 | 0.00% | +20 | New |
| Heritage Wealth Advisors | 19 | $873 | 0.00% | +6+46.2% | Added |
| Aviso Financial Inc. | 16 | $736 | 0.00% | +5+45.5% | Added |
| Trust Co of Vermont | 16 | $735 | 0.00% | +5+45.5% | Added |
| Quent Capital, LLC | 16 | $735 | 0.00% | +5+45.5% | Added |
| SHP Wealth Management | 15 | $701 | 0.00% | +15 | New |
| Private Trust Co NA | 15 | $691 | 0.00% | +5+50.0% | Added |
| Flagship Harbor Advisors, LLC | 10 | $460 | 0.00% | +10 | New |