Brookfield Wealth SolutionsBNT
13F holders, Q4 2024 (December 31)104holders +2
9new positions
8sold out
1famous investor
$57.47avg. 13F price*
At the end of Q4 2024, 104 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, up 2 from Q3 2024. 9 opened new positions and 8 sold out. The largest holders were Partners Value Investments L.P. ($471.8M), Brookfield Corp ($71.2M) and Royal Bank of Canada ($41.8M). One famous investor held it 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 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $17.6M |
| Exits | 8 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,518,388 shares bought and 373,203 shares sold, net +1,145,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Partners Value Investments L.P. | 5.12% | No change | 8,213,563 | $471.8M |
| Brookfield Corp | 0.43% | Add +165.2% | 1,240,349 | $71.2M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 727,077 | $41.8M |
| Bank of Nova Scotia | 0.05% | No change | 500,014 | $28.8M |
| National Bank of Canada | 0.02% | Add +8323.4% | 309,727 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 297,708 | $17.1M |
| Bank of Montreal | 0.01% | New | 288,001 | $16.5M |
| CI Investments Inc. | 0.04% | Reduce -3.5% | 176,394 | $10.1M |
| Montrusco Bolton Investments Inc. | 0.11% | Add +7.9% | 151,641 | $8.7M |
| Toronto Dominion Bank | 0.02% | Reduce -56.1% | 145,521 | $8.4M |
| Tandem Capital Management Corp. | 3.33% | Reduce -0.3% | 108,234 | $6.2M |
| Schwartz Investment Counsel Inc. | 0.18% | Reduce -1.7% | 84,720 | $4.9M |
| Mackenzie Financial Corp. | 0.00% | Add +49.3% | 50,264 | $2.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -48.6% | 46,727 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -12.1% | 46,229 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.9% | 45,088 | $2.6M |
| Triasima Portfolio Management inc. | 0.50% | Reduce -17.0% | 44,872 | $2.6M |
| FMR LLC | 0.00% | No change | 38,892 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +209.3% | 38,816 | $2.2M |
| Swiss National Bank | 0.00% | Add +53.8% | 38,600 | $2.2M |
| Bank of America Corp. | 0.00% | Add +12.1% | 30,842 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +143.9% | 23,990 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -19.1% | 29,702 | $1.7M |
| Leavell Investment Management, Inc. | 0.07% | No change | 26,025 | $1.5M |
| Proficio Capital Partners LLC | 0.11% | No change | 23,726 | $1.4M |
| UBS Group AG | 0.00% | Add +609.1% | 23,395 | $1.3M |
| Searle & Co. | 0.38% | No change | 22,654 | $1.3M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -2.1% | 22,047 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | No change | 19,977 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -11.7% | 19,238 | $1.1M |
| First Trust Advisors LP | 0.00% | New | 17,553 | $1.0M |
| Broad Run Investment Management, LLC | 0.12% | No change | 15,721 | $903K |
| Vanguard Group Inc. | 0.00% | Add +29.2% | 15,259 | $878K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +56.8% | 13,675 | $785K |
| CSS LLC | 0.14% | Reduce -71.8% | 12,770 | $734K |
| Legal & General Group Plc | 0.00% | Add +84.9% | 12,539 | $721K |
| Bruni J V & Co. | 0.07% | Reduce -1.4% | 10,441 | $600K |
| Jane Street Group, LLC | 0.00% | Reduce -22.4% | 8,998 | $517K |
| Renaissance Technologies | 0.00% | Add +4.7% | 8,900 | $511K |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 8,682 | $499K |
| Needham Investment Management LLC | 0.04% | No change | 8,000 | $460K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.1% | 6,470 | $372K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.8% | 5,976 | $342K |
| Two Sigma Advisers, LP | 0.00% | Reduce -54.5% | 5,000 | $287K |
| Russell Investments Group, Ltd. | 0.00% | No change | 4,651 | $267K |
| Santa Monica Partners LP | 0.14% | No change | 4,603 | $265K |
| TD Waterhouse Canada Inc. | 0.00% | Add +78.6% | 4,566 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 4,521 | $260K |
| Boston Financial Mangement LLC | 0.01% | No change | 4,320 | $248K |
| Barclays PLC | 0.00% | Add +54.3% | 4,111 | $236K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +64.2% | 3,894 | $224K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +152.1% | 3,630 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,121 | $124K |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.01% | New | 1,448 | $83K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 1,402 | $81K |
| Group One Trading LLC | 0.00% | Add +366.7% | 1,400 | $80K |
| Moerus Capital Management LLC | 0.02% | No change | 971 | $56K |
| Citigroup Inc. | 0.00% | Add +26233.3% | 790 | $45K |
| Whittier Trust Co. | 0.00% | No change | 744 | $43K |
| Shell Asset Management Co. | 0.00% | No change | 666 | $38K |
| GoodHaven Capital Management, LLC | 0.01% | No change | 411 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 286 | $16K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 217 | $12K |
| Bessemer Group Inc. | 0.00% | No change | 173 | $10K |
| Hemington Wealth Management | 0.00% | No change | 143 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 132 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.7% | 93 | $5K |
| BlackRock, Inc. | 0.00% | New | 89 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 88 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 78 | $4K |
| Cwm, LLC | 0.00% | No change | 73 | $4K |
| BNP Paribas | 0.00% | No change | 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 -25.0% | 39 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $1K |
| Grayhawk Investment Strategies Inc. | 0.00% | New | 19 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 15 | $862 |
| Aviso Financial Inc. | 0.00% | Reduce -33.3% | 14 | $805 |
| Heritage Wealth Advisors | 0.00% | No change | 13 | $747 |
| Private Trust Co. NA | 0.00% | No change | 12 | $689 |
| Quent Capital, LLC | 0.00% | No change | 11 | $632 |
| Pacifica Partners Inc. | 0.00% | Reduce -30.8% | 9 | $517 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +60.0% | 8 | $479 |
| MAI Capital Management | 0.00% | New | 6 | $345 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $288 |
| JCIC Asset Management Inc. | 0.00% | New | 5 | $287 |
| WASHINGTON TRUST Co | 0.00% | New | 3 | $172 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $172 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $115 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $115 |
| Fortis Group Advisors, LLC | 0.00% | No change | 2 | $115 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $114 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $96 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $59 |
| Credit Agricole S A | 0.00% | New | 1 | $57 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.