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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1 | $41 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $41 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $248 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $248 | 0.00% | +6 | New |
| Pacifica Partners Inc. | 7 | $290 | 0.00% | −2−22.2% | Reduced |
| Advisory Services Network, LLC | 10 | $414 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 12 | $497 | 0.00% | +12 | New |
| Private Trust Co NA | 15 | $623 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $633 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $662 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 18 | $745 | 0.00% | +18 | New |
| Heritage Wealth Advisors | 19 | $787 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 20 | $829 | 0.00% | +4+25.0% | Added |
| Barclays PLC | 21 | $869 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 22 | $911 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $1.08K | 0.00% | −1−3.7% | Reduced |
| Financial Perspectives, Inc | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 53 | $2.20K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $2.82K | 0.00% | +68 | New |
| Cornerstone Financial Management LLC | 87 | $3.60K | 0.00% | +30+52.6% | Added |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 104 | $4.31K | 0.00% | −30−22.4% | Reduced |
| CWM, LLC | 106 | $4.39K | 0.00% | −1−0.9% | Reduced |
| Sterling Capital Management LLC | 117 | $4.84K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $5.71K | 0.00% | +138 | New |
| Harbour Investments, Inc. | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 204 | $8.45K | 0.00% | −3−1.4% | Reduced |
| Bessemer Group Inc | 259 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 310 | $12.8K | 0.00% | +310 | New |
| Purpose Unlimited Inc. | 410 | $17.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 428 | $17.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 612 | $25.3K | 0.00% | +462+308.0% | Added |
| EverSource Wealth Advisors, LLC | 837 | $34.7K | 0.00% | +561+203.3% | Added |
| Signaturefd, LLC | 1,004 | $41.6K | 0.00% | +705+235.8% | Added |
| Moerus Capital Management LLC | 1,187 | $49.1K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,306 | $54.0K | 0.00% | +1,300+21,666.7% | Added |
| Northwest & Ethical Investments L.P. | 1,824 | $75.7K | 0.00% | −1,200−39.7% | Reduced |
| Wells Fargo & Company | 1,950 | $80.8K | 0.00% | −28−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,099 | $84.4K | 0.00% | −1,182−36.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,389 | $98.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,544 | $105.3K | 0.01% | +10.0% | Added |
| MAI Capital Management | 2,793 | $115.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,003 | $125.6K | 0.00% | +2,999+74,975.0% | Added |
| Deutsche Bank AG | 3,556 | $147.2K | 0.00% | −117−3.2% | Reduced |
| Invesco Ltd. | 4,935 | $204.3K | 0.00% | −16−0.3% | Reduced |
| HRT Financial LP | 5,541 | $229.0K | 0.00% | +5,541 | New |
| XTX Topco Ltd | 5,562 | $230.3K | 0.00% | +144+2.7% | Added |
| JPMorgan Chase & Co | 6,093 | $245.0K | 0.00% | +4,906+413.3% | Added |
| JustInvest LLC | 6,035 | $249.8K | 0.00% | +1,132+23.1% | Added |
| Vanguard Investments Australia, Ltd. | 6,556 | $272.2K | 0.00% | +6,556 | New |
| Captrust Financial Advisors | 6,631 | $274.5K | 0.00% | +4+0.1% | Added |
| Russell Investments Group, Ltd. | 6,816 | $282.1K | 0.00% | −3,709−35.2% | Reduced |
| Santa Monica Partners LP | 6,904 | $287.0K | 0.16% | 00.0% | Unchanged |
| Bruni J V & Co | 7,005 | $290.0K | 0.03% | −150−2.1% | Reduced |
| Alliancebernstein L.P. | 6,362 | $292.3K | 0.00% | +6,362 | New |
| Scotia Capital Inc. | 8,080 | $325.2K | 0.00% | +8,080 | New |
| Public Employees Retirement System of Ohio | 8,261 | $341.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,353 | $345.8K | 0.00% | +2,368+39.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,365 | $387.7K | 0.00% | −1,553−14.2% | Reduced |
| Two Sigma Investments, LP | 10,092 | $417.8K | 0.00% | +10,092 | New |
| Trexquant Investment LP | 10,581 | $438.1K | 0.00% | +10,581 | New |
| Federation des caisses Desjardins du Quebec | 11,520 | $462.9K | 0.00% | −95−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,755 | $486.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,649 | $523.7K | 0.00% | +6,400+102.4% | Added |
| Bank of America Corp | 13,622 | $564.0K | 0.00% | −7,629−35.9% | Reduced |
| Ossiam | 14,444 | $597.7K | 0.01% | −433−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 14,562 | $602.9K | 0.00% | +9,827+207.5% | Added |
| National Bank of Canada | 16,192 | $662.5K | 0.00% | +4,491+38.4% | Added |
| Geode Capital Management, LLC | 16,416 | $679.8K | 0.00% | −30,349−64.9% | Reduced |
| Belvedere Trading LLC | 11,796 | $681.2K | 0.09% | +8,466+254.2% | Added |
| UBS Group AG | 19,673 | $814.5K | 0.00% | −33,270−62.8% | Reduced |
| Nuveen, LLC | 21,681 | $897.2K | 0.00% | −1,111−4.9% | Reduced |
| BlackRock, Inc. | 22,380 | $926.5K | 0.00% | +12,962+137.6% | Added |
| Broad Run Investment Management, LLC | 23,581 | $976.3K | 0.17% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 24,701 | $1.03M | 0.00% | +24,701 | New |
| Citadel Advisors LLC | 27,289 | $1.13M | 0.00% | +11,140+69.0% | Added |
| FMR LLC | 28,426 | $1.18M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 29,375 | $1.22M | 0.00% | +23,078+366.5% | Added |
| Horizon Kinetics Asset Management LLC | 30,737 | $1.27M | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 33,980 | $1.41M | 0.35% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 35,589 | $1.47M | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 36,786 | $1.52M | 0.06% | 00.0% | Unchanged |
| TD Asset Management Inc | 44,725 | $1.85M | 0.00% | −28,551−39.0% | Reduced |
| CIBC World Markets Inc. | 44,652 | $1.85M | 0.00% | −2,523−5.3% | Reduced |
| Swiss National Bank | 45,350 | $1.88M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 49,095 | $2.04M | 0.00% | +30,233+160.3% | Added |
| Toronto Dominion Bank | 80,017 | $3.31M | 0.01% | −16,220−16.9% | Reduced |
| Schwartz Investment Counsel Inc | 87,398 | $3.62M | 0.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 89,612 | $3.71M | 0.00% | +10,468+13.2% | Added |
| Mackenzie Financial Corp | 98,023 | $4.07M | 0.00% | −22,178−18.5% | Reduced |
| Legal & General Group Plc | 106,304 | $4.40M | 0.00% | +1,736+1.7% | Added |
| Vanguard Global Advisers, LLC | 117,566 | $4.88M | 0.00% | +117,566 | New |