Brookfield Wealth SolutionsBNT
13F holders, Q2 2025 (June 30)109holders +4
13new positions
10sold out
4famous investors
$61.78avg. 13F price*
At the end of Q2 2025, 109 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, up 4 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were Partners Value Investments L.P. ($507.4M), Brookfield Corp ($55.8M) and Royal Bank of Canada ($36.3M). 4 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.5M |
| Exits | 10 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 222,917 shares bought and 1,496,633 shares sold, net −1,273,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Partners Value Investments L.P. | 5.14% | No change | 8,213,563 | $507.4M |
| Brookfield Corp | 0.07% | No change | 903,843 | $55.8M |
| Royal Bank of Canada | 0.01% | Reduce -4.2% | 586,952 | $36.3M |
| Bank of Nova Scotia | 0.06% | No change | 500,014 | $30.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.1% | 275,828 | $17.0M |
| Toronto Dominion Bank | 0.02% | Add +2.9% | 166,736 | $10.3M |
| CI Investments Inc. | 0.03% | Reduce -5.8% | 150,677 | $9.3M |
| Montrusco Bolton Investments Inc. | 0.09% | Reduce -20.1% | 134,655 | $8.3M |
| TD Asset Management Inc | 0.01% | Add +183.8% | 112,106 | $6.9M |
| Tandem Capital Management Corp. | 3.38% | Reduce -0.1% | 108,074 | $6.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 96,488 | $6.0M |
| Schwartz Investment Counsel Inc. | 0.17% | No change | 84,720 | $5.2M |
| National Bank of Canada | 0.01% | Reduce -70.5% | 75,913 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -73.9% | 75,243 | $4.7M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.8% | 63,217 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +400.6% | 62,769 | $3.9M |
| Mackenzie Financial Corp. | 0.00% | Add +12.6% | 59,021 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.4% | 54,870 | $3.4M |
| UBS Group AG | 0.00% | Reduce -19.6% | 53,085 | $3.3M |
| Millennium Management | 0.00% | New | 42,402 | $2.6M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 37,500 | $2.3M |
| FMR LLC | 0.00% | No change | 36,086 | $2.2M |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 33,317 | $2.1M |
| Leavell Investment Management, Inc. | 0.07% | No change | 26,025 | $1.6M |
| Triasima Portfolio Management inc. | 0.28% | Reduce -19.2% | 25,022 | $1.5M |
| Proficio Capital Partners LLC | 0.09% | No change | 23,726 | $1.5M |
| Searle & Co. | 0.40% | No change | 22,654 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.6% | 21,748 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.4% | 18,756 | $1.2M |
| Morgan Stanley | 0.00% | Add +0.7% | 16,852 | $1.0M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 16,532 | $1.0M |
| Nuveen, LLC | 0.00% | Reduce -98.3% | 16,197 | $999K |
| Broad Run Investment Management, LLC | 0.15% | No change | 15,721 | $971K |
| Geode Capital Management, LLC | 0.00% | Reduce -36.0% | 14,173 | $948K |
| Bank of America Corp. | 0.00% | Reduce -51.1% | 13,246 | $818K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -32.7% | 10,014 | $619K |
| Public Employees Retirement System of Ohio | 0.00% | Add +28.7% | 8,777 | $542K |
| D. E. Shaw & Co. | 0.00% | New | 8,465 | $524K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +49.6% | 8,630 | $488K |
| Bruni J V & Co. | 0.05% | Reduce -19.3% | 7,550 | $466K |
| Renaissance Technologies | 0.00% | Reduce -15.7% | 7,500 | $463K |
| Citadel Advisors | 0.00% | New | 6,687 | $413K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.4% | 6,367 | $393K |
| Alliancebernstein L.P. | 0.00% | New | 5,868 | $363K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.8% | 4,773 | $294K |
| Santa Monica Partners LP | 0.17% | No change | 4,603 | $285K |
| Captrust Financial Advisors | 0.00% | No change | 4,417 | $273K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,303 | $266K |
| Two Sigma Advisers, LP | 0.00% | No change | 4,100 | $253K |
| Barclays PLC | 0.00% | Reduce -1.0% | 4,034 | $249K |
| Arkadios Wealth Advisors | 0.01% | New | 3,350 | $207K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -21.0% | 3,266 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.7% | 2,478 | $153K |
| Woodbridge Co Ltd | 0.00% | — | 2,034 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.3% | 1,776 | $110K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.1% | 1,708 | $105K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,593 | $98K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -5.4% | 1,396 | $86K |
| Wells Fargo & Company | 0.00% | Add +0.2% | 1,376 | $85K |
| JPMorgan Chase & Co. | 0.00% | Add +1235.2% | 1,215 | $75K |
| Shell Asset Management Co. | 0.00% | Add +1.1% | 1,168 | $72K |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.01% | Reduce -22.9% | 1,117 | $69K |
| Deutsche Bank AG | 0.00% | New | 1,041 | $64K |
| Moerus Capital Management LLC | 0.03% | No change | 971 | $60K |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 771 | $48K |
| Whittier Trust Co. | 0.00% | No change | 744 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.2% | 301 | $19K |
| Group One Trading LLC | 0.00% | Reduce -78.6% | 300 | $19K |
| Raymond James Financial Inc. | 0.00% | New | 267 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 173 | $11K |
| GoodHaven Capital Management, LLC | 0.00% | Reduce -63.6% | 144 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 132 | $8K |
| Hemington Wealth Management | 0.00% | No change | 143 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.3% | 99 | $6K |
| BlackRock, Inc. | 0.00% | No change | 89 | $5K |
| Cwm, LLC | 0.00% | No change | 73 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 78 | $5K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 71 | $4K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 53 | $3K |
| NewSquare Capital LLC | 0.00% | New | 45 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 41 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 39 | $2K |
| Louisbourg Investments Inc. | 0.00% | No change | 39 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 21 | $1K |
| Sagard Holdings Management Inc. | 0.00% | — | 19 | $1K |
| Aviso Financial Inc. | 0.00% | Add +72.7% | 19 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 19 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 15 | $927 |
| Heritage Wealth Advisors | 0.00% | No change | 13 | $803 |
| Private Trust Co. NA | 0.00% | No change | 12 | $741 |
| Trust Co. of Vermont | 0.00% | New | 11 | $680 |
| Pacifica Partners Inc. | 0.00% | No change | 9 | $508 |
| Farther Finance Advisors, LLC | 0.00% | Add +133.3% | 7 | $432 |
| MAI Capital Management | 0.00% | No change | 6 | $371 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $309 |
| North Capital, Inc. | 0.00% | No change | 3 | $185 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $124 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $124 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.