Brookfield Wealth SolutionsBNT
13F holders, Q2 2026 (June 30)114holders +2
14new positions
12sold out
5famous investors
$42.74avg. 13F price*
At the end of Q2 2026, 114 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, up 2 from Q1 2026. 14 opened new positions and 12 sold out. The largest holders were Partners Value Investments L.P. ($525.6M), Brookfield Corp ($57.8M) and Royal Bank of Canada ($36.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Brookfield Wealth Solutions
- CUSIP
- G17434104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.2M |
| Exits | 12 | $14.3M |
All 13F filers, Q1 2026 → Q2 2026: 405,547 shares bought and 1,008,110 shares sold, net −602,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Partners Value Investments L.P. | 5.37% | No change | 12,320,344 | $525.6M |
| Brookfield Corp | 0.08% | No change | 1,355,764 | $57.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 859,918 | $36.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -20.7% | 777,219 | $33.1M |
| Bank of Nova Scotia | 0.05% | Add +4.9% | 750,004 | $32.0M |
| Norges Bank | 0.00% | — | 348,251 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 347,428 | $14.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +13.3% | 244,096 | $10.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -27.3% | 235,321 | $10.0M |
| Montrusco Bolton Investments Inc. | 0.12% | Reduce -41.7% | 179,200 | $7.6M |
| Mackenzie Financial Corp. | 0.01% | Add +9.1% | 106,909 | $6.5M |
| Tandem Capital Management Corp. | 2.68% | Reduce -0.6% | 149,575 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 106,364 | $4.5M |
| UBS Group AG | 0.00% | Add +410.5% | 100,432 | $4.3M |
| Bank of Montreal | 0.00% | Add +94.4% | 95,451 | $4.1M |
| Schwartz Investment Counsel Inc. | 0.13% | Add +4.1% | 90,954 | $3.9M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -25.4% | 87,673 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 81,025 | $3.5M |
| Toronto Dominion Bank | 0.01% | Reduce -4.5% | 76,416 | $3.3M |
| CI Investments Inc. | 0.01% | Reduce -67.2% | 62,304 | $2.7M |
| Dimensional Fund Advisors LP | 0.00% | New | 62,106 | $2.6M |
| Cibc World Market Inc. | 0.00% | Add +23.3% | 55,047 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +4.6% | 46,771 | $2.0M |
| Morgan Stanley | 0.00% | Add +38.9% | 40,798 | $1.7M |
| Swiss National Bank | 0.00% | Reduce -12.8% | 39,550 | $1.7M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -2.4% | 35,909 | $1.5M |
| Proficio Capital Partners LLC | 0.05% | No change | 35,589 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +468.2% | 34,621 | $1.5M |
| Searle & Co. | 0.33% | No change | 33,980 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.0% | 30,730 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +185.0% | 28,759 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +21.4% | 27,172 | $1.2M |
| D. E. Shaw & Co. | 0.00% | New | 26,598 | $1.1M |
| FMR LLC | 0.00% | Reduce -9.6% | 25,687 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -7.6% | 25,220 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -3.4% | 23,859 | $1.0M |
| Broad Run Investment Management, LLC | 0.15% | No change | 23,581 | $1.0M |
| Nuveen, LLC | 0.00% | Reduce -16.9% | 18,025 | $768K |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 17,103 | $727K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 13,586 | $580K |
| Point72 Asset Management | 0.00% | New | 10,945 | $466K |
| Renaissance Technologies | 0.00% | Reduce -14.6% | 10,800 | $461K |
| Trexquant Investment LP | 0.00% | Add +0.0% | 10,583 | $451K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.4% | 11,473 | $445K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,365 | $400K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -37.8% | 9,054 | $386K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.7% | 8,487 | $362K |
| XTX Topco Ltd | 0.00% | Add +30.6% | 7,266 | $310K |
| Scotia Capital Inc. | 0.00% | Reduce -10.4% | 7,239 | $309K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +15.9% | 6,995 | $298K |
| Santa Monica Partners LP | 0.16% | No change | 6,904 | $294K |
| Bruni J V & Co. | 0.03% | Reduce -2.5% | 6,828 | $291K |
| Ossiam | 0.00% | Reduce -53.7% | 6,692 | $285K |
| Captrust Financial Advisors | 0.00% | No change | 6,631 | $283K |
| Amundi | 0.00% | New | 6,563 | $280K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 6,556 | $279K |
| Alliancebernstein L.P. | 0.00% | No change | 6,362 | $263K |
| National Bank of Canada | 0.00% | Reduce -65.6% | 5,575 | $212K |
| Millennium Management | 0.00% | New | 4,846 | $206K |
| Waverly Advisors, LLC | 0.00% | New | 4,728 | $202K |
| Becker Capital Management Inc. | 0.01% | New | 4,725 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.0% | 3,002 | $128K |
| Northwest & Ethical Investments L.P. | 0.00% | Add +40.6% | 2,564 | $109K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.1% | 2,542 | $108K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,389 | $102K |
| Deutsche Bank AG | 0.00% | Reduce -33.8% | 2,354 | $100K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.4% | 2,069 | $89K |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 1,944 | $83K |
| Signaturefd, LLC | 0.00% | Add +51.5% | 1,521 | $65K |
| Moerus Capital Management LLC | 0.02% | No change | 1,187 | $51K |
| Citigroup Inc. | 0.00% | Reduce -12.7% | 1,140 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -86.0% | 951 | $41K |
| BNP Paribas Financial Markets | 0.00% | New | 910 | $39K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -95.4% | 544 | $23K |
| Allworth Financial LP | 0.00% | Reduce -29.1% | 434 | $19K |
| Purpose Unlimited Inc. | 0.00% | No change | 410 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.8% | 353 | $15K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 310 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.8% | 232 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 215 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -15.8% | 218 | $9K |
| GoodHaven Capital Management, LLC | 0.00% | No change | 204 | $9K |
| Cornerstone Financial Management LLC | 0.01% | Add +116.1% | 188 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +13.0% | 156 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 117 | $5K |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 114 | $5K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 106 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +130.8% | 60 | $3K |
| Louisbourg Investments Inc. | 0.00% | Add +1.9% | 54 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 30 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 22 | $939 |
| Heritage Wealth Advisors | 0.00% | No change | 19 | $811 |
| Leo H. Evart, Inc. | 0.00% | No change | 18 | $768 |
| Quent Capital, LLC | 0.00% | No change | 16 | $683 |
| SHP Wealth Management | 0.00% | No change | 15 | $653 |
| Private Trust Co. NA | 0.00% | No change | 15 | $639 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $512 |
| Arax Advisory Partners | 0.00% | New | 12 | $512 |
| Pacifica Partners Inc. | 0.00% | No change | 7 | $296 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.