Brookfield Wealth SolutionsBNT
13F holders, Q1 2025 (March 31)105holders +1
10new positions
6sold out
1famous investor
$48.69avg. 13F price*
At the end of Q1 2025, 105 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, up 1 from Q4 2024. 10 opened new positions and 6 sold out. The largest holders were Partners Value Investments L.P. ($428.6M), Brookfield Corp ($47.2M) and Royal Bank of Canada ($32.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.9M |
| Exits | 6 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 244,816 shares bought and 627,011 shares sold, net −382,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Partners Value Investments L.P. | 5.10% | No change | 8,213,563 | $428.6M |
| Brookfield Corp | 0.06% | Reduce -27.1% | 903,843 | $47.2M |
| Royal Bank of Canada | 0.01% | Reduce -15.8% | 612,406 | $32.0M |
| Bank of Nova Scotia | 0.06% | No change | 500,014 | $26.1M |
| Bank of Montreal | 0.01% | Add +0.1% | 288,285 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.3% | 281,845 | $14.7M |
| National Bank of Canada | 0.02% | Reduce -16.8% | 257,795 | $13.4M |
| Montrusco Bolton Investments Inc. | 0.12% | Add +11.2% | 168,631 | $8.8M |
| Toronto Dominion Bank | 0.02% | Add +11.4% | 162,064 | $8.5M |
| CI Investments Inc. | 0.04% | Reduce -9.4% | 159,877 | $8.3M |
| Tandem Capital Management Corp. | 3.16% | No change | 108,234 | $5.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +383.0% | 96,488 | $5.0M |
| Schwartz Investment Counsel Inc. | 0.15% | No change | 84,720 | $4.4M |
| UBS Group AG | 0.00% | Add +182.1% | 65,996 | $3.4M |
| Clearbridge Investments, LLC | 0.00% | New | 63,700 | $3.3M |
| Mackenzie Financial Corp. | 0.00% | Add +4.3% | 52,429 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 48,371 | $2.5M |
| Nuveen, LLC | 0.00% | — | 953,687 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +1.8% | 39,504 | $2.1M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 38,100 | $2.0M |
| FMR LLC | 0.00% | Reduce -7.2% | 36,086 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +15.8% | 34,382 | $1.8M |
| Triasima Portfolio Management inc. | 0.32% | Reduce -31.0% | 30,951 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -7.7% | 22,147 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 27,094 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | No change | 26,025 | $1.4M |
| Proficio Capital Partners LLC | 0.10% | No change | 23,726 | $1.2M |
| Searle & Co. | 0.34% | No change | 22,654 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.8% | 21,878 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +0.1% | 17,565 | $918K |
| Vanguard Group Inc. | 0.00% | Add +13.5% | 17,320 | $905K |
| Morgan Stanley | 0.00% | Reduce -13.0% | 16,734 | $873K |
| Broad Run Investment Management, LLC | 0.14% | No change | 15,721 | $820K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.0% | 15,453 | $806K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -67.8% | 14,885 | $778K |
| Legal & General Group Plc | 0.00% | No change | 12,539 | $655K |
| Bruni J V & Co. | 0.06% | Reduce -10.4% | 9,359 | $488K |
| Renaissance Technologies | 0.00% | No change | 8,900 | $464K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 8,681 | $453K |
| Needham Investment Management LLC | 0.04% | No change | 8,000 | $417K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.4% | 6,822 | $356K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +62.9% | 6,344 | $331K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.5% | 5,770 | $300K |
| Santa Monica Partners LP | 0.13% | No change | 4,603 | $241K |
| Captrust Financial Advisors | 0.00% | New | 4,417 | $230K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.7% | 4,385 | $229K |
| Pictet Asset Management Holding SA | 0.00% | New | 4,132 | $216K |
| Two Sigma Advisers, LP | 0.00% | Reduce -18.0% | 4,100 | $214K |
| Barclays PLC | 0.00% | Reduce -0.9% | 4,074 | $213K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -47.2% | 2,412 | $129K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,121 | $95K |
| Lanark Financial, Inc. | 0.01% | — | 1,727 | $90K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 1,476 | $77K |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.01% | No change | 1,448 | $76K |
| Group One Trading LLC | 0.00% | No change | 1,400 | $73K |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 1,373 | $72K |
| Shell Asset Management Co. | 0.00% | Add +73.4% | 1,155 | $60K |
| Moerus Capital Management LLC | 0.02% | No change | 971 | $51K |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 784 | $41K |
| Whittier Trust Co. | 0.00% | No change | 744 | $39K |
| GoodHaven Capital Management, LLC | 0.01% | Reduce -3.6% | 396 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 286 | $15K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 217 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 173 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +59.1% | 140 | $7K |
| Hemington Wealth Management | 0.00% | No change | 143 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 91 | $5K |
| BlackRock, Inc. | 0.00% | No change | 89 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 78 | $4K |
| Cwm, LLC | 0.00% | No change | 73 | $4K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 71 | $3K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 53 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.9% | 41 | $2K |
| Louisbourg Investments Inc. | 0.00% | New | 39 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 39 | $2K |
| Ravenstone Capital Management Inc. | 0.00% | New | 22 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $1K |
| Grayhawk Investment Strategies Inc. | 0.00% | No change | 19 | $993 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 19 | $991 |
| US Bancorp \de | 0.00% | New | 16 | $835 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 15 | $783 |
| Heritage Wealth Advisors | 0.00% | No change | 13 | $678 |
| Private Trust Co. NA | 0.00% | No change | 12 | $627 |
| Aviso Financial Inc. | 0.00% | Reduce -21.4% | 11 | $575 |
| Quent Capital, LLC | 0.00% | No change | 11 | $574 |
| Pacifica Partners Inc. | 0.00% | No change | 9 | $449 |
| MAI Capital Management | 0.00% | No change | 6 | $314 |
| JCIC Asset Management Inc. | 0.00% | No change | 5 | $261 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $261 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $161 |
| North Capital, Inc. | 0.00% | — | 3 | $157 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 3 | $154 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $105 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $104 |
| Fortis Group Advisors, LLC | 0.00% | No change | 2 | $104 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $104 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $53 |
| Credit Agricole S A | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.