Brookfield Wealth SolutionsBNT
13F holders, Q3 2025 (September 30)122holders +13
24new positions
12sold out
3famous investors
$68.30avg. 13F price*
At the end of Q3 2025, 122 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, up 13 from Q2 2025. 24 opened new positions and 12 sold out. The largest holders were Partners Value Investments L.P. ($562.5M), Brookfield Corp ($61.9M) and Royal Bank of Canada ($40.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $5.7M |
| Exits | 12 | $3.0M |
All 13F filers, Q2 2025 → Q3 2025: 450,125 shares bought and 383,382 shares sold, net +66,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Partners Value Investments L.P. | 5.21% | No change | 8,213,563 | $562.5M |
| Brookfield Corp | 0.07% | No change | 903,843 | $61.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 585,382 | $40.1M |
| Bank of Nova Scotia | 0.06% | Reduce 0.0% | 500,003 | $34.3M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 279,946 | $19.2M |
| Vanguard Group Inc. | 0.00% | Add +1507.2% | 265,706 | $18.2M |
| Montrusco Bolton Investments Inc. | 0.11% | Reduce -0.2% | 134,437 | $9.2M |
| Toronto Dominion Bank | 0.01% | Reduce -34.6% | 109,045 | $7.5M |
| Tandem Capital Management Corp. | 3.41% | Reduce -0.9% | 107,078 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +90.7% | 104,620 | $7.2M |
| Canada Pension Plan Investment Board | 0.00% | No change | 96,488 | $6.6M |
| CI Investments Inc. | 0.02% | Reduce -36.1% | 96,270 | $6.6M |
| Bank of Montreal | 0.00% | Reduce -0.1% | 75,183 | $5.2M |
| Legal & General Group Plc | 0.00% | Add +19.7% | 75,137 | $5.2M |
| TD Asset Management Inc | 0.00% | Reduce -38.2% | 69,330 | $4.8M |
| Mackenzie Financial Corp. | 0.01% | Add +14.8% | 67,754 | $4.6M |
| UBS Group AG | 0.00% | Add +1.6% | 53,953 | $3.7M |
| Schwartz Investment Counsel Inc. | 0.12% | Reduce -37.2% | 53,198 | $3.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -1.3% | 62,412 | $2.8M |
| Swiss National Bank | 0.00% | Add +2.1% | 38,300 | $2.6M |
| Geode Capital Management, LLC | 0.00% | Add +102.8% | 28,745 | $2.4M |
| Ossiam | 0.03% | New | 32,354 | $2.2M |
| Triasima Portfolio Management inc. | 0.26% | Add +0.5% | 25,142 | $1.7M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -5.8% | 24,525 | $1.7M |
| Proficio Capital Partners LLC | 0.11% | No change | 23,726 | $1.6M |
| Searle & Co. | 0.41% | No change | 22,654 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -4.4% | 31,852 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +44.8% | 31,481 | $1.4M |
| FMR LLC | 0.00% | Reduce -47.5% | 18,951 | $1.3M |
| Bank of America Corp. | 0.00% | Add +35.2% | 17,907 | $1.2M |
| Broad Run Investment Management, LLC | 0.18% | No change | 15,721 | $1.1M |
| Nuveen, LLC | 0.00% | Reduce -6.2% | 15,195 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -23.3% | 12,928 | $885K |
| Renaissance Technologies | 0.00% | Add +37.4% | 10,305 | $706K |
| Russell Investments Group, Ltd. | 0.00% | Add +108.3% | 9,944 | $682K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.8% | 8,851 | $607K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.5% | 8,159 | $540K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.3% | 7,279 | $499K |
| Bruni J V & Co. | 0.05% | Reduce -10.8% | 6,733 | $461K |
| Trexquant Investment LP | 0.00% | New | 6,040 | $414K |
| National Bank of Canada | 0.00% | Reduce -92.6% | 5,621 | $378K |
| Amundi | 0.00% | New | 4,921 | $334K |
| Susquehanna International Group, LLP | 0.00% | New | 4,618 | $316K |
| Santa Monica Partners LP | 0.18% | No change | 4,603 | $315K |
| Captrust Financial Advisors | 0.00% | No change | 4,417 | $303K |
| Two Sigma Advisers, LP | 0.00% | No change | 4,100 | $281K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,630 | $249K |
| Millennium Management | 0.00% | Reduce -91.5% | 3,618 | $248K |
| XTX Topco Ltd | 0.01% | New | 3,440 | $236K |
| Arkadios Wealth Advisors | 0.01% | Add +0.1% | 3,353 | $230K |
| Allianz Asset Management GmbH | 0.00% | New | 3,266 | $224K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,266 | $224K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,183 | $218K |
| Waverly Advisors, LLC | 0.00% | New | 3,153 | $216K |
| CIBC Asset Management Inc | 0.00% | New | 3,153 | $216K |
| Becker Capital Management Inc. | 0.01% | New | 3,150 | $216K |
| Aigen Investment Management, LP | 0.03% | New | 2,233 | $213K |
| Citadel Advisors | 0.00% | Reduce -54.5% | 3,040 | $208K |
| Pettinga Financial Advisors LLC | 0.04% | New | 3,000 | $205K |
| Algert Global LLC | 0.00% | New | 2,926 | $200K |
| Deutsche Bank AG | 0.00% | Add +114.3% | 2,231 | $153K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.0% | 2,256 | $149K |
| MAI Capital Management | 0.00% | Add +30983.3% | 1,865 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 1,773 | $121K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.6% | 1,697 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,593 | $109K |
| Northwest & Ethical Investments L.P. | 0.00% | Add +8.6% | 1,516 | $104K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,400 | $96K |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 1,363 | $93K |
| Woodbridge Co Ltd | 0.00% | No change | 2,034 | $93K |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 1,058 | $72K |
| Moerus Capital Management LLC | 0.03% | No change | 971 | $67K |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.01% | Reduce -14.2% | 959 | $65K |
| BlackRock, Inc. | 0.00% | Add +807.9% | 808 | $55K |
| Citigroup Inc. | 0.00% | Add +3.1% | 795 | $55K |
| Wealthspire Advisors, LLC | 0.00% | New | 714 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1429.3% | 627 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | New | 361 | $25K |
| Shell Asset Management Co. | 0.00% | Reduce -74.1% | 303 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 286 | $20K |
| Bessemer Group Inc. | 0.00% | No change | 173 | $12K |
| Blue Trust, Inc. | 0.00% | New | 170 | $12K |
| GoodHaven Capital Management, LLC | 0.00% | No change | 144 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 132 | $9K |
| Hemington Wealth Management | 0.00% | No change | 143 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.5% | 100 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 94 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 78 | $5K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 72 | $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 | $4K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 39 | $3K |
| Louisbourg Investments Inc. | 0.00% | Reduce -7.7% | 36 | $2K |
| Financial Perspectives, Inc | 0.00% | Reduce -9.1% | 20 | $1K |
| Sagard Holdings Management Inc. | 0.01% | No change | 19 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 19 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 15 | $1K |
| Barclays PLC | 0.00% | Reduce -99.7% | 14 | $959 |
| Signaturefd, LLC | 0.00% | New | 13 | $890 |
| Heritage Wealth Advisors | 0.00% | No change | 13 | $890 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 13 | $890 |
| Aviso Financial Inc. | 0.00% | Reduce -42.1% | 11 | $754 |
| Quent Capital, LLC | 0.00% | New | 11 | $753 |
| Trust Co. of Vermont | 0.00% | No change | 11 | $753 |
| Private Trust Co. NA | 0.00% | Reduce -16.7% | 10 | $685 |
| Advisory Services Network, LLC | 0.00% | New | 8 | $548 |
| Pacifica Partners Inc. | 0.00% | Reduce -11.1% | 8 | $528 |
| Bell Investment Advisors, Inc | 0.00% | New | 7 | $480 |
| Farther Finance Advisors, LLC | 0.00% | No change | 7 | $479 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -81.0% | 4 | $274 |
| North Capital, Inc. | 0.00% | No change | 3 | $205 |
| FSA Wealth Management LLC | 0.00% | No change | 2 | $137 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $137 |
| Fortis Group Advisors, LLC | 0.00% | No change | 2 | $137 |
| Hilltop National Bank | 0.00% | No change | 2 | $137 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $136 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $70 |
| Scarborough Advisors, LLC | 0.00% | No change | 1 | $69 |
| NewEdge Advisors, LLC | 0.00% | No change | 1 | $68 |
| Parallel Advisors, LLC | 0.00% | New | 1 | $68 |
| Golden State Wealth Management, LLC | 0.00% | No change | 1 | $68 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.