Brookfield Wealth SolutionsBNT
13F holders, Q4 2025 (December 31)113holders −9
12new positions
18sold out
3famous investors
$46.00avg. 13F price*
At the end of Q4 2025, 113 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, down 9 from Q3 2025. 12 opened new positions and 18 sold out. The largest holders were Partners Value Investments L.P. ($566.1M), Brookfield Corp ($62.3M) and Royal Bank of Canada ($40.4M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 18 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 458,213 shares bought and 611,736 shares sold, net −153,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Partners Value Investments L.P. | 5.29% | No change | 12,320,344 | $566.1M |
| Brookfield Corp | 0.08% | No change | 1,355,764 | $62.3M |
| Royal Bank of Canada | 0.01% | Add +0.2% | 879,629 | $40.4M |
| Bank of Nova Scotia | 0.05% | No change | 750,004 | $34.5M |
| Vanguard Group Inc. | 0.00% | Add +56.6% | 624,299 | $28.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.5% | 371,656 | $17.1M |
| Montrusco Bolton Investments Inc. | 0.14% | Add +16.5% | 234,974 | $10.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +48.9% | 215,461 | $9.9M |
| Norges Bank | 0.00% | — | 211,689 | $9.7M |
| Tandem Capital Management Corp. | 3.23% | Reduce -3.8% | 154,562 | $7.1M |
| CI Investments Inc. | 0.03% | Reduce -2.8% | 140,404 | $6.5M |
| Mackenzie Financial Corp. | 0.01% | Add +18.3% | 120,201 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 104,568 | $4.8M |
| Toronto Dominion Bank | 0.01% | Reduce -41.2% | 96,237 | $4.4M |
| Schwartz Investment Counsel Inc. | 0.14% | Add +9.5% | 87,398 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.6% | 79,144 | $3.6M |
| TD Asset Management Inc | 0.00% | Reduce -29.5% | 73,276 | $3.4M |
| Geode Capital Management, LLC | 0.00% | Add +8.5% | 46,765 | $2.7M |
| UBS Group AG | 0.00% | Reduce -34.6% | 52,943 | $2.4M |
| Cibc World Market Inc. | 0.00% | Reduce -1.3% | 47,175 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -21.1% | 45,350 | $2.1M |
| Triasima Portfolio Management inc. | 0.26% | Add +1.6% | 38,329 | $1.8M |
| Leavell Investment Management, Inc. | 0.07% | No change | 36,786 | $1.7M |
| Proficio Capital Partners LLC | 0.11% | No change | 35,589 | $1.6M |
| Searle & Co. | 0.40% | No change | 33,980 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -34.9% | 30,737 | $1.4M |
| FMR LLC | 0.00% | No change | 28,426 | $1.3M |
| Broad Run Investment Management, LLC | 0.20% | No change | 23,581 | $1.1M |
| Nuveen, LLC | 0.00% | No change | 22,792 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -20.9% | 21,251 | $976K |
| Bank of Montreal | 0.00% | Reduce -83.3% | 18,862 | $868K |
| Citadel Advisors | 0.00% | Add +254.1% | 16,149 | $742K |
| Susquehanna Advisors Group, Inc. | 0.03% | New | 16,066 | $738K |
| Ossiam | 0.01% | Reduce -69.3% | 14,877 | $686K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2070.8% | 11,755 | $540K |
| National Bank of Canada | 0.00% | Add +38.8% | 11,701 | $523K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.1% | 11,615 | $509K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,918 | $502K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.4% | 10,525 | $485K |
| Point72 Asset Management | 0.00% | New | 9,902 | $456K |
| BlackRock, Inc. | 0.00% | Add +677.1% | 9,418 | $433K |
| Amundi | 0.00% | Add +19.8% | 8,846 | $406K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -37.8% | 8,261 | $381K |
| Bruni J V & Co. | 0.03% | Reduce -29.1% | 7,155 | $329K |
| Santa Monica Partners LP | 0.19% | No change | 6,904 | $318K |
| Commonwealth Equity Services, LLC | 0.00% | New | 6,756 | $310K |
| Captrust Financial Advisors | 0.00% | No change | 6,627 | $305K |
| Morgan Stanley | 0.00% | Reduce -67.5% | 6,297 | $289K |
| Renaissance Technologies | 0.00% | Reduce -59.6% | 6,249 | $287K |
| Jane Street Group, LLC | 0.00% | New | 5,985 | $275K |
| XTX Topco Ltd | 0.01% | Add +5.0% | 5,418 | $249K |
| Arkadios Wealth Advisors | 0.00% | No change | 5,029 | $231K |
| PDT Partners, LLC | 0.01% | New | 5,014 | $230K |
| Invesco Ltd. | 0.00% | New | 4,951 | $227K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,903 | $225K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 4,735 | $218K |
| Waverly Advisors, LLC | 0.00% | No change | 4,728 | $217K |
| Becker Capital Management Inc. | 0.01% | No change | 4,725 | $217K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.8% | 4,614 | $213K |
| Belvedere Trading LLC | 0.04% | New | 3,330 | $210K |
| Pettinga Financial Advisors LLC | 0.04% | No change | 4,500 | $207K |
| Deutsche Bank AG | 0.00% | Add +9.8% | 3,673 | $169K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.0% | 3,281 | $144K |
| Woodbridge Co Ltd | 0.00% | No change | 3,051 | $140K |
| Northwest & Ethical Investments L.P. | 0.00% | Add +33.0% | 3,024 | $139K |
| MAI Capital Management | 0.00% | Reduce -0.2% | 2,793 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +184.0% | 2,671 | $123K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,658 | $122K |
| Lanark Financial, Inc. | 0.01% | No change | 2,543 | $117K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,389 | $110K |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 1,978 | $91K |
| Moerus Capital Management LLC | 0.02% | Reduce -18.5% | 1,187 | $55K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.2% | 1,187 | $55K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 428 | $20K |
| Purpose Unlimited Inc. | 0.00% | — | 410 | $19K |
| Signaturefd, LLC | 0.00% | Add +1433.3% | 299 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1315.4% | 276 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 259 | $12K |
| GoodHaven Capital Management, LLC | 0.00% | Reduce -4.2% | 207 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.5% | 197 | $9K |
| Allworth Financial LP | 0.00% | New | 150 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 134 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 117 | $5K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 107 | $5K |
| Beutel, Goodman & Co Ltd. | 0.00% | Reduce -0.5% | 106 | $4K |
| Cornerstone Financial Management LLC | 0.00% | — | 57 | $3K |
| Louisbourg Investments Inc. | 0.00% | Reduce -1.9% | 53 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 30 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.3% | 27 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -2.2% | 22 | $1K |
| Barclays PLC | 0.00% | No change | 21 | $965 |
| US Bancorp \de | 0.00% | New | 20 | $919 |
| Heritage Wealth Advisors | 0.00% | Reduce -2.6% | 19 | $873 |
| Aviso Financial Inc. | 0.00% | Reduce -3.0% | 16 | $736 |
| Quent Capital, LLC | 0.00% | Reduce -3.0% | 16 | $735 |
| Trust Co. of Vermont | 0.00% | Reduce -3.0% | 16 | $735 |
| SHP Wealth Management | 0.00% | — | 15 | $701 |
| Private Trust Co. NA | 0.00% | No change | 15 | $691 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 10 | $460 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.