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, Q1 2026
Institutional positions in Brookfield Wealth Solutions Ltd. as of Mar 31, 2026. 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
- 112
- +4 vs. Q4 2025
- Shares held
- 19.5M
- +1.72M (+9.7%) vs. Q4 2025
- Total value
- $806.1M
- −$9.60M (−1.2%) vs. Q4 2025
- New holders
- 20
- 25 more added
- Sold out
- 16
- 27 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Value Investments LP | 12,320,344 | $510.1M | 5.46% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,355,764 | $56.1M | 0.08% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 979,685 | $40.7M | 0.00% | +979,685 | New |
| Royal Bank of Canada | 860,593 | $35.6M | 0.01% | −19,036−2.2% | Reduced |
| Bank of Nova Scotia | 715,004 | $29.7M | 0.05% | −35,000−4.7% | Reduced |
| Principal Financial Group Inc | 362,388 | $15.0M | 0.01% | −9,268−2.5% | Reduced |
| Vanguard Fiduciary Trust Co | 323,451 | $13.4M | 0.00% | +323,451 | New |
| Alberta Investment Management Corp | 307,050 | $12.7M | 0.08% | +307,050 | New |
| Montrusco Bolton Investments Inc. | 307,408 | $12.7M | 0.19% | +72,434+30.8% | Added |
| Canada Pension Plan Investment Board | 215,461 | $8.95M | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 190,208 | $7.87M | 0.04% | +49,804+35.5% | Added |
| Tandem Capital Management Corp | 150,475 | $6.23M | 3.12% | −4,087−2.6% | Reduced |
| Vanguard Global Advisers, LLC | 117,566 | $4.88M | 0.00% | +117,566 | New |
| Legal & General Group Plc | 106,304 | $4.40M | 0.00% | +1,736+1.7% | Added |
| Mackenzie Financial Corp | 98,023 | $4.07M | 0.00% | −22,178−18.5% | Reduced |
| Goldman Sachs Group Inc | 89,612 | $3.71M | 0.00% | +10,468+13.2% | Added |
| Schwartz Investment Counsel Inc | 87,398 | $3.62M | 0.13% | 00.0% | Unchanged |
| Toronto Dominion Bank | 80,017 | $3.31M | 0.01% | −16,220−16.9% | Reduced |
| Bank of Montreal | 49,095 | $2.04M | 0.00% | +30,233+160.3% | Added |
| Swiss National Bank | 45,350 | $1.88M | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 44,652 | $1.85M | 0.00% | −2,523−5.3% | Reduced |
| TD Asset Management Inc | 44,725 | $1.85M | 0.00% | −28,551−39.0% | Reduced |
| Leavell Investment Management, Inc. | 36,786 | $1.52M | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 35,589 | $1.47M | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 33,980 | $1.41M | 0.35% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 30,737 | $1.27M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 29,375 | $1.22M | 0.00% | +23,078+366.5% | Added |
| FMR LLC | 28,426 | $1.18M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,289 | $1.13M | 0.00% | +11,140+69.0% | Added |
| Vanguard Asset Management, Ltd | 24,701 | $1.03M | 0.00% | +24,701 | New |
| Broad Run Investment Management, LLC | 23,581 | $976.3K | 0.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 22,380 | $926.5K | 0.00% | +12,962+137.6% | Added |
| Nuveen, LLC | 21,681 | $897.2K | 0.00% | −1,111−4.9% | Reduced |
| UBS Group AG | 19,673 | $814.5K | 0.00% | −33,270−62.8% | Reduced |
| Belvedere Trading LLC | 11,796 | $681.2K | 0.09% | +8,466+254.2% | Added |
| Geode Capital Management, LLC | 16,416 | $679.8K | 0.00% | −30,349−64.9% | Reduced |
| National Bank of Canada | 16,192 | $662.5K | 0.00% | +4,491+38.4% | Added |
| Sequoia Financial Advisors, LLC | 14,562 | $602.9K | 0.00% | +9,827+207.5% | Added |
| Ossiam | 14,444 | $597.7K | 0.01% | −433−2.9% | Reduced |
| Bank of America Corp | 13,622 | $564.0K | 0.00% | −7,629−35.9% | Reduced |
| Renaissance Technologies LLC | 12,649 | $523.7K | 0.00% | +6,400+102.4% | Added |
| Rockefeller Capital Management L.P. | 11,755 | $486.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,520 | $462.9K | 0.00% | −95−0.8% | Reduced |
| Trexquant Investment LP | 10,581 | $438.1K | 0.00% | +10,581 | New |
| Two Sigma Investments, LP | 10,092 | $417.8K | 0.00% | +10,092 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,365 | $387.7K | 0.00% | −1,553−14.2% | Reduced |
| Jane Street Group, LLC | 8,353 | $345.8K | 0.00% | +2,368+39.6% | Added |
| Public Employees Retirement System of Ohio | 8,261 | $341.8K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 8,080 | $325.2K | 0.00% | +8,080 | New |
| Alliancebernstein L.P. | 6,362 | $292.3K | 0.00% | +6,362 | New |
| Bruni J V & Co | 7,005 | $290.0K | 0.03% | −150−2.1% | Reduced |
| Santa Monica Partners LP | 6,904 | $287.0K | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,816 | $282.1K | 0.00% | −3,709−35.2% | Reduced |
| Captrust Financial Advisors | 6,631 | $274.5K | 0.00% | +4+0.1% | Added |
| Vanguard Investments Australia, Ltd. | 6,556 | $272.2K | 0.00% | +6,556 | New |
| JustInvest LLC | 6,035 | $249.8K | 0.00% | +1,132+23.1% | Added |
| JPMorgan Chase & Co | 6,093 | $245.0K | 0.00% | +4,906+413.3% | Added |
| XTX Topco Ltd | 5,562 | $230.3K | 0.00% | +144+2.7% | Added |
| HRT Financial LP | 5,541 | $229.0K | 0.00% | +5,541 | New |
| Invesco Ltd. | 4,935 | $204.3K | 0.00% | −16−0.3% | Reduced |
| Deutsche Bank AG | 3,556 | $147.2K | 0.00% | −117−3.2% | Reduced |
| Farther Finance Advisors, LLC | 3,003 | $125.6K | 0.00% | +2,999+74,975.0% | Added |
| MAI Capital Management | 2,793 | $115.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,544 | $105.3K | 0.01% | +10.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,389 | $98.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,099 | $84.4K | 0.00% | −1,182−36.0% | Reduced |
| Wells Fargo & Company | 1,950 | $80.8K | 0.00% | −28−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 1,824 | $75.7K | 0.00% | −1,200−39.7% | Reduced |
| Citigroup Inc | 1,306 | $54.0K | 0.00% | +1,300+21,666.7% | Added |
| Moerus Capital Management LLC | 1,187 | $49.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,004 | $41.6K | 0.00% | +705+235.8% | Added |
| EverSource Wealth Advisors, LLC | 837 | $34.7K | 0.00% | +561+203.3% | Added |
| Allworth Financial LP | 612 | $25.3K | 0.00% | +462+308.0% | Added |
| The PNC Financial Services Group, Inc. | 428 | $17.7K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 410 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 310 | $12.8K | 0.00% | +310 | New |
| Bessemer Group Inc | 259 | $11.0K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 204 | $8.45K | 0.00% | −3−1.4% | Reduced |
| Harbour Investments, Inc. | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $5.71K | 0.00% | +138 | New |
| Sterling Capital Management LLC | 117 | $4.84K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 106 | $4.39K | 0.00% | −1−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 104 | $4.31K | 0.00% | −30−22.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 87 | $3.60K | 0.00% | +30+52.6% | Added |
| Quadrant Capital Group LLC | 68 | $2.82K | 0.00% | +68 | New |
| Louisbourg Investments Inc. | 53 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $1.08K | 0.00% | −1−3.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 22 | $911 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 21 | $869 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 20 | $829 | 0.00% | +4+25.0% | Added |
| Heritage Wealth Advisors | 19 | $787 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 18 | $745 | 0.00% | +18 | New |
| Quent Capital, LLC | 16 | $662 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $623 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $497 | 0.00% | +12 | New |
| Advisory Services Network, LLC | 10 | $414 | 0.00% | +10 | New |
| Pacifica Partners Inc. | 7 | $290 | 0.00% | −2−22.2% | Reduced |