Brookfield Wealth SolutionsBNT
13F holders, Q1 2026 (March 31)112holders −1
14new positions
16sold out
2famous investors
$41.43avg. 13F price*
At the end of Q1 2026, 112 institutions reported holding Brookfield Wealth Solutions (BNT) in their 13F filings, down 1 from Q4 2025. 14 opened new positions and 16 sold out. The largest holders were Partners Value Investments L.P. ($510.1M), Brookfield Corp ($56.1M) and Vanguard Capital Management LLC ($40.7M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.5M |
| Exits | 16 | $5.3M |
All 13F filers, Q4 2025 → Q1 2026: 603,907 shares bought and 332,007 shares sold, net +271,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Partners Value Investments L.P. | 5.46% | No change | 12,320,344 | $510.1M |
| Brookfield Corp | 0.08% | No change | 1,355,764 | $56.1M |
| Vanguard Capital Management LLC | 0.00% | — | 979,685 | $40.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 860,593 | $35.6M |
| Bank of Nova Scotia | 0.05% | Reduce -4.7% | 715,004 | $29.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.5% | 362,388 | $15.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 323,451 | $13.4M |
| Alberta Investment Management Corp | 0.09% | New | 307,050 | $12.7M |
| Montrusco Bolton Investments Inc. | 0.19% | Add +30.8% | 307,408 | $12.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 215,461 | $8.9M |
| CI Investments Inc. | 0.04% | Add +35.5% | 190,208 | $7.9M |
| Tandem Capital Management Corp. | 3.12% | Reduce -2.6% | 150,475 | $6.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 117,566 | $4.9M |
| Legal & General Group Plc | 0.00% | Add +1.7% | 106,304 | $4.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -18.4% | 98,023 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.2% | 89,612 | $3.7M |
| Schwartz Investment Counsel Inc. | 0.13% | No change | 87,398 | $3.6M |
| Toronto Dominion Bank | 0.01% | Reduce -16.9% | 80,017 | $3.3M |
| Bank of Montreal | 0.00% | Add +160.3% | 49,095 | $2.0M |
| Swiss National Bank | 0.00% | No change | 45,350 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -5.3% | 44,652 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -39.0% | 44,725 | $1.9M |
| Leavell Investment Management, Inc. | 0.06% | No change | 36,786 | $1.5M |
| Proficio Capital Partners LLC | 0.08% | No change | 35,589 | $1.5M |
| Searle & Co. | 0.36% | No change | 33,980 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 30,737 | $1.3M |
| Morgan Stanley | 0.00% | Add +366.5% | 29,375 | $1.2M |
| FMR LLC | 0.00% | No change | 28,426 | $1.2M |
| Citadel Advisors | 0.00% | Add +69.0% | 27,289 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 24,701 | $1.0M |
| Broad Run Investment Management, LLC | 0.17% | No change | 23,581 | $976K |
| BlackRock, Inc. | 0.00% | Add +137.6% | 22,380 | $927K |
| Nuveen, LLC | 0.00% | Reduce -4.9% | 21,681 | $897K |
| UBS Group AG | 0.00% | Reduce -62.8% | 19,673 | $814K |
| Belvedere Trading LLC | 0.09% | Add +254.2% | 11,796 | $681K |
| Geode Capital Management, LLC | 0.00% | Reduce -64.9% | 16,416 | $680K |
| National Bank of Canada | 0.00% | Add +38.4% | 16,192 | $663K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +207.5% | 14,562 | $603K |
| Ossiam | 0.01% | Reduce -2.9% | 14,444 | $598K |
| Bank of America Corp. | 0.00% | Reduce -35.9% | 13,622 | $564K |
| Renaissance Technologies | 0.00% | Add +102.4% | 12,649 | $524K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 11,755 | $487K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.8% | 11,520 | $463K |
| Trexquant Investment LP | 0.00% | New | 10,581 | $438K |
| Two Sigma Investments, LP | 0.00% | New | 10,092 | $418K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -14.2% | 9,365 | $388K |
| Jane Street Group, LLC | 0.00% | Add +39.6% | 8,353 | $346K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 8,261 | $342K |
| Scotia Capital Inc. | 0.00% | New | 8,080 | $325K |
| Alliancebernstein L.P. | 0.00% | New | 6,362 | $292K |
| Bruni J V & Co. | 0.03% | Reduce -2.1% | 7,005 | $290K |
| Santa Monica Partners LP | 0.16% | No change | 6,904 | $287K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.2% | 6,816 | $282K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 6,631 | $275K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,556 | $272K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +23.1% | 6,035 | $250K |
| JPMorgan Chase & Co. | 0.00% | Add +413.3% | 6,093 | $245K |
| XTX Topco Ltd | 0.00% | Add +2.7% | 5,562 | $230K |
| HRT Financial LP | 0.00% | New | 5,541 | $229K |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 4,935 | $204K |
| Deutsche Bank AG | 0.00% | Reduce -3.2% | 3,556 | $147K |
| Farther Finance Advisors, LLC | 0.00% | Add +74975.0% | 3,003 | $126K |
| MAI Capital Management | 0.00% | No change | 2,793 | $116K |
| Lanark Financial, Inc. | 0.01% | Add +0.0% | 2,544 | $105K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 2,389 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -36.0% | 2,099 | $84K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 1,950 | $81K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -39.7% | 1,824 | $76K |
| Citigroup Inc. | 0.00% | Add +21666.7% | 1,306 | $54K |
| Moerus Capital Management LLC | 0.02% | No change | 1,187 | $49K |
| Signaturefd, LLC | 0.00% | Add +235.8% | 1,004 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +203.3% | 837 | $35K |
| Allworth Financial LP | 0.00% | Add +308.0% | 612 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 428 | $18K |
| Purpose Unlimited Inc. | 0.00% | No change | 410 | $17K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 310 | $13K |
| Bessemer Group Inc. | 0.00% | No change | 259 | $11K |
| GoodHaven Capital Management, LLC | 0.00% | Reduce -1.4% | 204 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 138 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 117 | $5K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 106 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.4% | 104 | $4K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 106 | $4K |
| Cornerstone Financial Management LLC | 0.00% | Add +52.6% | 87 | $4K |
| Quadrant Capital Group LLC | 0.00% | New | 68 | $3K |
| Louisbourg Investments Inc. | 0.00% | No change | 53 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 30 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.7% | 26 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 22 | $911 |
| Barclays PLC | 0.00% | No change | 21 | $869 |
| Aviso Financial Inc. | 0.00% | Add +25.0% | 20 | $829 |
| Heritage Wealth Advisors | 0.00% | No change | 19 | $787 |
| Leo H. Evart, Inc. | 0.00% | — | 18 | $745 |
| Quent Capital, LLC | 0.00% | No change | 16 | $662 |
| SHP Wealth Management | 0.00% | No change | 15 | $633 |
| Private Trust Co. NA | 0.00% | No change | 15 | $623 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $497 |
| Advisory Services Network, LLC | 0.00% | New | 10 | $414 |
| Pacifica Partners Inc. | 0.00% | Reduce -22.2% | 7 | $290 |
"% of holder's portfolio" is BNT's weight in each manager's 13F, not the share of Brookfield Wealth Solutions the manager owns.