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, Q2 2026
Institutional positions in Brookfield Wealth Solutions Ltd. as of Jun 30, 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
- 114
- +4 vs. Q1 2026
- Shares held
- 19.2M
- −254.1K (−1.3%) vs. Q1 2026
- Total value
- $820.9M
- +$14.8M (+1.8%) vs. Q1 2026
- New holders
- 16
- 25 more added
- Sold out
- 12
- 38 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Brookfield Wealth Solutions Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1 | $43 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $43 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3 | $127 | 0.00% | −17−85.0% | Reduced |
| Oakworth Capital, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $128 | 0.00% | +3 | New |
| StrongBox Wealth, LLC | 3 | $128 | 0.00% | +3 | New |
| Ameritas Advisory Services, LLC | 3 | $128 | 0.00% | +3 | New |
| Assetmark, Inc | 6 | $256 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 7 | $296 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $512 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $512 | 0.00% | +12 | New |
| Private Trust Co NA | 15 | $639 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $653 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $683 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 18 | $768 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $811 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 22 | $939 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 54 | $2.30K | 0.00% | +1+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 60 | $2.56K | 0.00% | +34+130.8% | Added |
| Beutel, Goodman & Co Ltd. | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 114 | $4.90K | 0.00% | +10+9.6% | Added |
| Sterling Capital Management LLC | 117 | $4.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 150 | $6.40K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 156 | $6.66K | 0.00% | +18+13.0% | Added |
| Cornerstone Financial Management LLC | 188 | $8.02K | 0.01% | +101+116.1% | Added |
| GoodHaven Capital Management, LLC | 204 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 218 | $9.00K | 0.00% | −41−15.8% | Reduced |
| Global Retirement Partners, LLC | 215 | $9.17K | 0.00% | +215 | New |
| The PNC Financial Services Group, Inc. | 232 | $9.90K | 0.00% | −196−45.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 310 | $13.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 353 | $15.1K | 0.00% | −484−57.8% | Reduced |
| Purpose Unlimited Inc. | 410 | $17.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 434 | $18.5K | 0.00% | −178−29.1% | Reduced |
| Rockefeller Capital Management L.P. | 544 | $23.2K | 0.00% | −11,211−95.4% | Reduced |
| BNP Paribas Arbitrage, SA | 910 | $38.8K | 0.00% | +910 | New |
| Russell Investments Group, Ltd. | 951 | $40.5K | 0.00% | −5,865−86.0% | Reduced |
| Citigroup Inc | 1,140 | $48.6K | 0.00% | −166−12.7% | Reduced |
| Moerus Capital Management LLC | 1,187 | $50.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,521 | $64.9K | 0.00% | +517+51.5% | Added |
| Wells Fargo & Company | 1,944 | $82.7K | 0.00% | −6−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,069 | $88.6K | 0.00% | −30−1.4% | Reduced |
| Deutsche Bank AG | 2,354 | $100.4K | 0.00% | −1,202−33.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,389 | $101.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,542 | $108.5K | 0.01% | −2−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 2,564 | $109.1K | 0.00% | +740+40.6% | Added |
| Farther Finance Advisors, LLC | 3,002 | $128.1K | 0.00% | −10.0% | Reduced |
| Becker Capital Management Inc | 4,725 | $201.6K | 0.01% | +4,725 | New |
| Warren Averett Asset Management, LLC | 4,728 | $201.7K | 0.00% | +4,728 | New |
| Millennium Management LLC | 4,846 | $206.2K | 0.00% | +4,846 | New |
| National Bank of Canada | 5,575 | $211.5K | 0.00% | −10,617−65.6% | Reduced |
| Alliancebernstein L.P. | 6,362 | $263.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,556 | $279.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 6,563 | $280.0K | 0.00% | +6,563 | New |
| Captrust Financial Advisors | 6,631 | $282.9K | 0.00% | 00.0% | Unchanged |
| Ossiam | 6,692 | $285.1K | 0.00% | −7,752−53.7% | Reduced |
| Bruni J V & Co | 6,828 | $291.3K | 0.03% | −177−2.5% | Reduced |
| Santa Monica Partners LP | 6,904 | $294.0K | 0.16% | 00.0% | Unchanged |
| JustInvest LLC | 6,995 | $298.4K | 0.00% | +960+15.9% | Added |
| Scotia Capital Inc. | 7,239 | $308.8K | 0.00% | −841−10.4% | Reduced |
| XTX Topco Ltd | 7,266 | $310.0K | 0.00% | +1,704+30.6% | Added |
| Public Employees Retirement System of Ohio | 8,487 | $361.5K | 0.00% | +226+2.7% | Added |
| Sequoia Financial Advisors, LLC | 9,054 | $386.2K | 0.00% | −5,508−37.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,365 | $399.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,473 | $445.2K | 0.00% | −47−0.4% | Reduced |
| Trexquant Investment LP | 10,583 | $451.5K | 0.00% | +20.0% | Added |
| Renaissance Technologies LLC | 10,800 | $460.7K | 0.00% | −1,849−14.6% | Reduced |
| Point72 Asset Management, L.P. | 10,945 | $466.0K | 0.00% | +10,945 | New |
| Bank of America Corp | 13,586 | $579.6K | 0.00% | −36−0.3% | Reduced |
| Geode Capital Management, LLC | 17,103 | $727.1K | 0.00% | +687+4.2% | Added |
| Nuveen, LLC | 18,025 | $767.9K | 0.00% | −3,656−16.9% | Reduced |
| Broad Run Investment Management, LLC | 23,581 | $1.01M | 0.15% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 23,859 | $1.02M | 0.00% | −842−3.4% | Reduced |
| Citadel Advisors LLC | 25,220 | $1.08M | 0.00% | −2,069−7.6% | Reduced |
| FMR LLC | 25,687 | $1.09M | 0.00% | −2,739−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 26,598 | $1.13M | 0.00% | +26,598 | New |
| BlackRock, Inc. | 27,172 | $1.16M | 0.00% | +4,792+21.4% | Added |
| Two Sigma Investments, LP | 28,759 | $1.23M | 0.00% | +18,667+185.0% | Added |
| Horizon Kinetics Asset Management LLC | 30,730 | $1.31M | 0.01% | −70.0% | Reduced |
| Searle & Co. | 33,980 | $1.45M | 0.33% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,621 | $1.46M | 0.00% | +28,528+468.2% | Added |
| Proficio Capital Partners LLC | 35,589 | $1.52M | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 35,909 | $1.53M | 0.06% | −877−2.4% | Reduced |
| Swiss National Bank | 39,550 | $1.68M | 0.00% | −5,800−12.8% | Reduced |
| Morgan Stanley | 40,798 | $1.74M | 0.00% | +11,423+38.9% | Added |
| TD Asset Management Inc | 46,771 | $1.99M | 0.00% | +2,046+4.6% | Added |
| CIBC World Markets Inc. | 55,047 | $2.34M | 0.00% | +10,395+23.3% | Added |
| Dimensional Fund Advisors LP | 62,106 | $2.65M | 0.00% | +62,106 | New |
| Ci Investments Inc. | 62,304 | $2.66M | 0.01% | −127,904−67.2% | Reduced |
| Toronto Dominion Bank | 76,416 | $3.26M | 0.01% | −3,601−4.5% | Reduced |
| Goldman Sachs Group Inc | 81,025 | $3.46M | 0.00% | −8,587−9.6% | Reduced |
| Vanguard Global Advisers, LLC | 87,673 | $3.74M | 0.00% | −29,893−25.4% | Reduced |
| Schwartz Investment Counsel Inc | 90,954 | $3.88M | 0.13% | +3,556+4.1% | Added |
| Bank of Montreal | 95,451 | $4.06M | 0.00% | +46,356+94.4% | Added |