Brookfield Wealth SolutionsBNT
13F holders, Q3 2024 (September 30)102holders
3famous investors
$53.17avg. 13F price*
At the end of Q3 2024, 102 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings. The largest holders were Partners Value Investments L.P. ($436.6M), Royal Bank of Canada ($39.0M) and Bank of Nova Scotia ($26.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Brookfield Wealth Solutions
- CUSIP
- G17434104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.4M |
| Exits | 0 | $0 |
Ownership 102 holders
| Partners Value Investments L.P. | 5.16% | Add +899.3% | 8,213,563 | $436.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 733,216 | $39.0M |
| Bank of Nova Scotia | 0.05% | No change | 500,014 | $26.6M |
| Brookfield Corp | 0.14% | No change | 467,701 | $24.9M |
| Toronto Dominion Bank | 0.03% | Add +4725.9% | 331,202 | $17.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.2% | 303,078 | $16.1M |
| CI Investments Inc. | 0.04% | Reduce -3.0% | 182,772 | $9.7M |
| Montrusco Bolton Investments Inc. | 0.08% | Add +1.2% | 140,577 | $7.5M |
| Tandem Capital Management Corp. | 3.04% | Add +429.6% | 108,554 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +18.9% | 90,949 | $4.8M |
| Schwartz Investment Counsel Inc. | 0.16% | No change | 86,220 | $4.6M |
| Triasima Portfolio Management inc. | 0.65% | Reduce -2.1% | 54,054 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +127.5% | 52,590 | $2.8M |
| Cowen and Company, LLC | 0.09% | No change | 50,885 | $2.7M |
| CSS LLC | 0.43% | No change | 45,338 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.1% | 41,406 | $2.2M |
| FMR LLC | 0.00% | Add +739.6% | 38,892 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +18.8% | 36,696 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | Add +81.2% | 33,665 | $1.8M |
| Millennium Management | 0.00% | New | 28,583 | $1.5M |
| Bank of America Corp. | 0.00% | Add +15.7% | 27,502 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | New | 26,025 | $1.4M |
| Swiss National Bank | 0.00% | No change | 25,100 | $1.3M |
| Proficio Capital Partners LLC | 0.13% | New | 23,726 | $1.3M |
| Searle & Co. | 0.30% | New | 22,654 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | New | 22,524 | $1.2M |
| Morgan Stanley | 0.00% | Add +67.8% | 21,782 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | New | 19,977 | $1.1M |
| Broad Run Investment Management, LLC | 0.10% | No change | 15,721 | $836K |
| TD Asset Management Inc | 0.00% | New | 12,550 | $673K |
| Vanguard Group Inc. | 0.00% | No change | 11,810 | $628K |
| TBH Global Asset Management, LLC | 0.13% | New | 11,593 | $616K |
| Jane Street Group, LLC | 0.00% | Add +0.6% | 11,588 | $616K |
| Two Sigma Advisers, LP | 0.00% | Reduce -63.6% | 11,000 | $585K |
| Bruni J V & Co. | 0.06% | Reduce -0.7% | 10,593 | $563K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.1% | 9,835 | $523K |
| D. E. Shaw & Co. | 0.00% | Reduce -67.0% | 9,165 | $488K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.4% | 8,722 | $464K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 8,569 | $456K |
| Renaissance Technologies | 0.00% | Reduce -38.4% | 8,500 | $452K |
| Needham Investment Management LLC | 0.03% | No change | 8,000 | $425K |
| Legal & General Group Plc | 0.00% | No change | 6,782 | $361K |
| Public Employees Retirement System of Ohio | 0.00% | New | 6,749 | $359K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.5% | 6,214 | $329K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -75.9% | 4,651 | $248K |
| Santa Monica Partners LP | 0.14% | New | 4,603 | $245K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,390 | $233K |
| Boston Financial Mangement LLC | 0.01% | New | 4,320 | $230K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.3% | 4,086 | $216K |
| National Bank of Canada | 0.00% | Reduce -12.5% | 3,677 | $195K |
| UBS Group AG | 0.00% | Reduce -57.2% | 3,299 | $175K |
| Barclays PLC | 0.00% | New | 2,664 | $142K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.8% | 2,557 | $135K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +81.8% | 2,371 | $126K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,300 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3827.8% | 2,121 | $113K |
| Lanark Financial, Inc. | 0.01% | Add +314.6% | 1,671 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +449.6% | 1,440 | $77K |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 1,401 | $75K |
| Moerus Capital Management LLC | 0.02% | No change | 971 | $52K |
| Whittier Trust Co. | 0.00% | New | 744 | $40K |
| Shell Asset Management Co. | 0.00% | — | 666 | $35K |
| Wintrust Investments LLC | 0.02% | New | 437 | $23K |
| GoodHaven Capital Management, LLC | 0.01% | No change | 411 | $22K |
| Group One Trading LLC | 0.00% | New | 300 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.7% | 286 | $15K |
| Guardian Wealth Management, Inc. | 0.01% | New | 217 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 173 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +13100.0% | 132 | $7K |
| Hemington Wealth Management | 0.00% | New | 143 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +131.6% | 88 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 78 | $4K |
| Simplex Trading, LLC | 0.00% | No change | 76 | $4K |
| Cwm, LLC | 0.00% | Add +217.4% | 73 | $4K |
| BNP Paribas | 0.00% | New | 66 | $4K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 58 | $3K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 53 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -27.8% | 52 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 31 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +425.0% | 21 | $1K |
| Aviso Financial Inc. | 0.00% | Reduce -12.5% | 21 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 15 | $797 |
| Pacifica Partners Inc. | 0.00% | No change | 13 | $693 |
| Heritage Wealth Advisors | 0.00% | New | 13 | $691 |
| Private Trust Co. NA | 0.00% | No change | 12 | $638 |
| Quent Capital, LLC | 0.00% | No change | 11 | $585 |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $319 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 5 | $273 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $266 |
| Citigroup Inc. | 0.00% | Reduce -99.1% | 3 | $160 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.1% | 3 | $159 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $107 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $106 |
| Fortis Group Advisors, LLC | 0.00% | No change | 2 | $106 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $106 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.