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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +1+50.0% | Added |
| Scarborough Advisors, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 3 | $137 | 0.00% | +1+50.0% | Added |
| Oakworth Capital, Inc. | 3 | $138 | 0.00% | +1+50.0% | Added |
| Fortis Group Advisors, LLC | 3 | $138 | 0.00% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 4 | $184 | 0.00% | −3−42.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4 | $184 | 0.00% | +4 | New |
| Citigroup Inc | 6 | $276 | 0.00% | −789−99.2% | Reduced |
| Sunbelt Securities, Inc. | 6 | $276 | 0.00% | +2+50.0% | Added |
| Pacifica Partners Inc. | 9 | $393 | 0.00% | +1+12.5% | Added |
| Flagship Harbor Advisors, LLC | 10 | $460 | 0.00% | +10 | New |
| Private Trust Co NA | 15 | $691 | 0.00% | +5+50.0% | Added |
| SHP Wealth Management | 15 | $701 | 0.00% | +15 | New |
| Trust Co of Vermont | 16 | $735 | 0.00% | +5+45.5% | Added |
| Quent Capital, LLC | 16 | $735 | 0.00% | +5+45.5% | Added |
| Aviso Financial Inc. | 16 | $736 | 0.00% | +5+45.5% | Added |
| Heritage Wealth Advisors | 19 | $873 | 0.00% | +6+46.2% | Added |
| US Bancorp | 20 | $919 | 0.00% | +20 | New |
| Barclays PLC | 21 | $965 | 0.00% | +7+50.0% | Added |
| Investment Research & Advisory Group, Inc. | 22 | $1.01K | 0.00% | +7+46.7% | Added |
| Steward Partners Investment Advisory, LLC | 27 | $1.24K | 0.00% | +8+42.1% | Added |
| Financial Perspectives, Inc | 30 | $1.38K | 0.00% | +10+50.0% | Added |
| Louisbourg Investments Inc. | 53 | $2.44K | 0.00% | +17+47.2% | Added |
| Cornerstone Financial Management LLC | 57 | $2.62K | 0.00% | +57 | New |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | +35+49.3% | Added |
| CWM, LLC | 107 | $5.00K | 0.00% | +35+48.6% | Added |
| Sterling Capital Management LLC | 117 | $5.38K | 0.00% | +39+50.0% | Added |
| Advisor Group Holdings, Inc. | 134 | $6.21K | 0.00% | +40+42.6% | Added |
| Harbour Investments, Inc. | 150 | $6.89K | 0.00% | +50+50.0% | Added |
| Allworth Financial LP | 150 | $6.89K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 197 | $9.05K | 0.00% | +65+49.2% | Added |
| GoodHaven Capital Management, LLC | 207 | $9.51K | 0.00% | +63+43.8% | Added |
| Bessemer Group Inc | 259 | $12.0K | 0.00% | +86+49.7% | Added |
| EverSource Wealth Advisors, LLC | 276 | $12.7K | 0.00% | +263+2,023.1% | Added |
| Signaturefd, LLC | 299 | $13.7K | 0.00% | +286+2,200.0% | Added |
| Purpose Unlimited Inc. | 410 | $18.9K | 0.00% | +410 | New |
| The PNC Financial Services Group, Inc. | 428 | $19.7K | 0.00% | +142+49.7% | Added |
| JPMorgan Chase & Co | 1,187 | $54.5K | 0.00% | +129+12.2% | Added |
| Moerus Capital Management LLC | 1,187 | $54.5K | 0.02% | +216+22.2% | Added |
| Wells Fargo & Company | 1,978 | $91.1K | 0.00% | +615+45.1% | Added |
| Strategic Wealth Partners, Ltd. | 2,389 | $109.8K | 0.01% | +796+50.0% | Added |
| NBC Securities, Inc. | 2,543 | $116.9K | 0.01% | +846+49.9% | Added |
| CIBC Private Wealth Group, LLC | 2,658 | $122.1K | 0.00% | +885+49.9% | Added |
| Tower Research Capital LLC (TRC) | 2,671 | $122.7K | 0.00% | +2,044+326.0% | Added |
| MAI Capital Management | 2,793 | $128.3K | 0.00% | +928+49.8% | Added |
| Northwest & Ethical Investments L.P. | 3,024 | $139.2K | 0.00% | +1,508+99.5% | Added |
| Woodbridge Co Ltd | 3,051 | $140.2K | 0.00% | +1,017+50.0% | Added |
| TD Waterhouse Canada Inc. | 3,281 | $143.6K | 0.00% | +1,025+45.4% | Added |
| Deutsche Bank AG | 3,673 | $168.8K | 0.00% | +1,442+64.6% | Added |
| Pettinga Financial Advisors, LLC | 4,500 | $206.8K | 0.04% | +1,500+50.0% | Added |
| Belvedere Trading LLC | 3,330 | $210.4K | 0.04% | +3,330 | New |
| Pictet Asset Management Holding SA | 4,614 | $212.7K | 0.00% | +1,348+41.3% | Added |
| Becker Capital Management Inc | 4,725 | $217.1K | 0.01% | +1,575+50.0% | Added |
| Warren Averett Asset Management, LLC | 4,728 | $217.3K | 0.00% | +1,575+50.0% | Added |
| Sequoia Financial Advisors, LLC | 4,735 | $217.6K | 0.00% | +1,552+48.8% | Added |
| JustInvest LLC | 4,903 | $225.3K | 0.00% | +4,903 | New |
| Invesco Ltd. | 4,951 | $227.5K | 0.00% | +4,951 | New |
| PDT Partners, LLC | 5,014 | $230.4K | 0.01% | +5,014 | New |
| Arkadios Wealth Advisors | 5,029 | $231.1K | 0.00% | +1,676+50.0% | Added |
| XTX Topco Ltd | 5,418 | $249.0K | 0.01% | +1,978+57.5% | Added |
| Jane Street Group, LLC | 5,985 | $275.0K | 0.00% | +5,985 | New |
| Renaissance Technologies LLC | 6,249 | $287.1K | 0.00% | −4,056−39.4% | Reduced |
| Morgan Stanley | 6,297 | $289.3K | 0.00% | −6,631−51.3% | Reduced |
| Captrust Financial Advisors | 6,627 | $304.5K | 0.00% | +2,210+50.0% | Added |
| Commonwealth Equity Services, LLC | 6,756 | $310.4K | 0.00% | +6,756 | New |
| Santa Monica Partners LP | 6,904 | $318.0K | 0.19% | +2,301+50.0% | Added |
| Bruni J V & Co | 7,155 | $328.8K | 0.03% | +422+6.3% | Added |
| Public Employees Retirement System of Ohio | 8,261 | $380.8K | 0.00% | −590−6.7% | Reduced |
| Amundi | 8,846 | $406.5K | 0.00% | +3,925+79.8% | Added |
| BlackRock, Inc. | 9,418 | $432.7K | 0.00% | +8,610+1,065.6% | Added |
| Point72 Asset Management, L.P. | 9,902 | $455.6K | 0.00% | +9,902 | New |
| Russell Investments Group, Ltd. | 10,525 | $485.2K | 0.00% | +581+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,918 | $501.7K | 0.00% | +3,639+50.0% | Added |
| Federation des caisses Desjardins du Quebec | 11,615 | $508.5K | 0.00% | +3,456+42.4% | Added |
| National Bank of Canada | 11,701 | $522.8K | 0.00% | +6,080+108.2% | Added |
| Rockefeller Capital Management L.P. | 11,755 | $540.1K | 0.00% | +11,394+3,156.2% | Added |
| Ossiam | 14,877 | $685.8K | 0.01% | −17,477−54.0% | Reduced |
| Susquehanna Advisors Group, Inc. | 16,066 | $738.2K | 0.02% | +16,066 | New |
| Citadel Advisors LLC | 16,149 | $742.0K | 0.00% | +13,109+431.2% | Added |
| Bank of Montreal | 18,862 | $868.4K | 0.00% | −56,321−74.9% | Reduced |
| Bank of America Corp | 21,251 | $976.5K | 0.00% | +3,344+18.7% | Added |
| Nuveen, LLC | 22,792 | $1.05M | 0.00% | +7,597+50.0% | Added |
| Broad Run Investment Management, LLC | 23,581 | $1.08M | 0.20% | +7,860+50.0% | Added |
| FMR LLC | 28,426 | $1.31M | 0.00% | +9,475+50.0% | Added |
| Horizon Kinetics Asset Management LLC | 30,737 | $1.41M | 0.02% | −744−2.4% | Reduced |
| Searle & Co. | 33,980 | $1.56M | 0.40% | +11,326+50.0% | Added |
| Proficio Capital Partners LLC | 35,589 | $1.64M | 0.11% | +11,863+50.0% | Added |
| Leavell Investment Management, Inc. | 36,786 | $1.69M | 0.07% | +12,261+50.0% | Added |
| Triasima Portfolio Management inc. | 38,329 | $1.77M | 0.26% | +13,187+52.5% | Added |
| Swiss National Bank | 45,350 | $2.09M | 0.00% | +7,050+18.4% | Added |
| CIBC World Markets Inc. | 47,175 | $2.17M | 0.00% | +15,323+48.1% | Added |
| UBS Group AG | 52,943 | $2.43M | 0.00% | −1,010−1.9% | Reduced |
| Geode Capital Management, LLC | 46,765 | $2.67M | 0.00% | +18,020+62.7% | Added |
| TD Asset Management Inc | 73,276 | $3.38M | 0.00% | +3,946+5.7% | Added |
| Goldman Sachs Group Inc | 79,144 | $3.64M | 0.00% | −25,476−24.4% | Reduced |
| Schwartz Investment Counsel Inc | 87,398 | $4.02M | 0.14% | +34,200+64.3% | Added |
| Toronto Dominion Bank | 96,237 | $4.42M | 0.01% | −12,808−11.7% | Reduced |