BNT

Brookfield Wealth Solutions Ltd.

Company with tickers: BNT

CIK
1837429
CUSIP
G17434104
Shares Outstanding
59,928,210
Holders: 104
Total Value: $744,188,709
Total Shares: 17,975,574
Showing 1–100 of 106 holdings by value · page 1 of 2

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 104 13F filers · Δ vs Dec 31, 2025
Top Holder
68.5%
Dec 2023 → Mar 2026 · range 61.8% – 100.0%
+0.4 pts
Top 5
86.9%
Dec 2023 → Mar 2026 · range 84.2% – 100.0%
+1.0 pts
Top 10
93.4%
Dec 2023 → Mar 2026 · range 91.0% – 100.0%
+1.0 pts
HHI
4,808
Dec 2023 → Mar 2026 · range 3,972 – 10,000
Highly concentrated +65

Quarterly Activity

vs Dec 31, 2025
New
16
Increased
28
Decreased
23
Sold Out
22
Unchanged
37
Holder count: -6
Institutional value: -10.5%
Shares held: -0.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega ROYAL BANK OF CANADA +185,544 860,593
Mid MONTRUSCO BOLTON INVESTMENTS INC. +72,434 307,408
Large TORONTO DOMINION BANK +56,626 76,327
Large CI INVESTMENTS INC. +49,804 190,208
Mega BANK OF MONTREAL /CAN/ +30,233 49,095

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Large BANK OF NOVA SCOTIA −35,000 715,004
Mega UBS Group AG −33,270 19,673
Mega GEODE CAPITAL MANAGEMENT, LLC −30,349 16,416
Mega TD Asset Management Inc −28,551 44,725
Large MACKENZIE FINANCIAL CORP −22,178 98,023

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid Alberta Investment Management Corp 307,050 $12,711,870
Large Trexquant Investment LP 10,581 $438,053
Mega TWO SIGMA INVESTMENTS, LP 10,092 $417,808
Large SCOTIA CAPITAL INC. 8,080 $334,512
Mega ALLIANCEBERNSTEIN L.P. 6,362 $263,386

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega VANGUARD GROUP INC 427,743 $19,654,790
Mega NORGES BANK 211,689 $9,727,109
Small Triasima Portfolio Management inc. 38,329 $1,761,217
Mid SUSQUEHANNA ADVISORS GROUP, INC. 16,066 $738,232
Large Point72 Asset Management, L.P. 9,902 $454,996
100 of 100 shown
Export CSV
Holder Value (USD) % of 13F Shares Action
Mid Partners Value Investments L.P. $510,062,241 68.54% 12,320,344 View
Large BROOKFIELD Corp /ON/ $56,128,629 7.54% 1,355,764 View
Mega ROYAL BANK OF CANADA $35,628,547 4.79% 860,593 View
Large BANK OF NOVA SCOTIA $29,601,165 3.98% 715,004 View
Mega PRINCIPAL FINANCIAL GROUP INC $15,002,863 2.02% 362,388 View
Mid MONTRUSCO BOLTON INVESTMENTS INC. $12,726,691 1.71% 307,408 View
Mid Alberta Investment Management Corp $12,711,870 1.71% 307,050 View
Mega CANADA PENSION PLAN INVESTMENT BOARD $8,920,085 1.20% 215,461 View
Large CI INVESTMENTS INC. $7,874,611 1.06% 190,208 View
Small TANDEM CAPITAL MANAGEMENT CORP /ADV $6,229,665 0.84% 150,475 View
Mega Legal & General Group Plc $4,400,984 0.59% 106,304 View
Large MACKENZIE FINANCIAL CORP $4,058,152 0.55% 98,023 View
Mega GOLDMAN SACHS GROUP INC $3,709,935 0.50% 89,612 View
Mid SCHWARTZ INVESTMENT COUNSEL INC $3,618,277 0.49% 87,398 View
Large TORONTO DOMINION BANK $3,159,937 0.42% 76,327 View
Mega BANK OF MONTREAL /CAN/ $2,032,532 0.27% 49,095 View
Mega Swiss National Bank $1,877,490 0.25% 45,350 View
Mega TD Asset Management Inc $1,851,615 0.25% 44,725 View
Large CIBC WORLD MARKET INC. $1,848,592 0.25% 44,652 View
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $1,522,940 0.20% 36,786 View
Small Proficio Capital Partners LLC $1,473,384 0.20% 35,589 View
Small SEARLE & CO. $1,406,772 0.19% 33,980 View
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $1,272,511 0.17% 30,737 View
Mega FMR LLC $1,176,836 0.16% 28,426 View
Mega CITADEL ADVISORS LLC $1,129,764 0.15% 27,289 View
Small Broad Run Investment Management, LLC $976,253 0.13% 23,581 View
Mega BlackRock, Inc. $926,531 0.12% 22,380 View
Mega Nuveen, LLC $897,593 0.12% 21,681 View
Mega UBS Group AG $814,461 0.11% 19,673 View
Mega GEODE CAPITAL MANAGEMENT, LLC $679,622 0.09% 16,416 View
Mid Sequoia Financial Advisors, LLC $602,866 0.08% 14,562 View
Mid OSSIAM $597,981 0.08% 14,444 View
Large Belvedere Trading LLC $589,950 0.08% 14,250 View
Mega BANK OF AMERICA CORP /DE/ $563,950 0.08% 13,622 View
Large RENAISSANCE TECHNOLOGIES LLC $523,668 0.07% 12,649 View
Large Belvedere Trading LLC $488,354 0.07% 11,796 View
Large Rockefeller Capital Management L.P. $486,657 0.07% 11,755 View
Large NATIONAL BANK OF CANADA /FI/ $445,836 0.06% 10,769 View
Large Trexquant Investment LP $438,053 0.06% 10,581 View
Mega TWO SIGMA INVESTMENTS, LP $417,808 0.06% 10,092 View
Large Zurcher Kantonalbank (Zurich Cantonalbank) $387,711 0.05% 9,365 View
Mega JANE STREET GROUP, LLC $345,813 0.05% 8,353 View
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $342,005 0.05% 8,261 View
Large SCOTIA CAPITAL INC. $334,512 0.04% 8,080 View
Small BRUNI J V & CO /CO $290,007 0.04% 7,005 View
Micro SANTA MONICA PARTNERS LP $285,825 0.04% 6,904 View
Large Russell Investments Group, Ltd. $282,181 0.04% 6,816 View
Large CAPTRUST FINANCIAL ADVISORS $274,523 0.04% 6,631 View
Mega ALLIANCEBERNSTEIN L.P. $263,386 0.04% 6,362 View
Mega JPMORGAN CHASE & CO $252,247 0.03% 6,093 View
Mid Vanguard Personalized Indexing Management, LLC $249,849 0.03% 6,035 View
Mid XTX Topco Ltd $230,266 0.03% 5,562 View
Large HRT FINANCIAL LP $229,397 0.03% 5,541 View
Mega Invesco Ltd. $204,308 0.03% 4,935 View
Mega DEUTSCHE BANK AG\ $147,218 0.02% 3,556 View
Mid Federation des caisses Desjardins du Quebec $137,116 0.02% 3,312 View
Mid Farther Finance Advisors, LLC $124,324 0.02% 3,003 View
Mid MAI Capital Management $115,630 0.02% 2,793 View
Small NBC SECURITIES, INC. $105,321 0.01% 2,544 View
Small Strategic Wealth Partners, Ltd. $98,904 0.01% 2,389 View
Large TD Waterhouse Canada Inc. $86,898 0.01% 2,099 View
Mega WELLS FARGO & COMPANY/MN $80,729 0.01% 1,950 View
Mid Northwest & Ethical Investments L.P. $75,513 0.01% 1,824 View
Mega CITIGROUP INC $54,068 0.01% 1,306 View
Small Moerus Capital Management LLC $49,141 0.01% 1,187 View
Large Belvedere Trading LLC $45,540 0.01% 1,100 View
Mid SIGNATUREFD, LLC $41,565 0.01% 1,004 View
Mega MORGAN STANLEY $33,534 0.00% 810 View
Mid Allworth Financial LP $25,336 0.00% 612 View
Mid PNC FINANCIAL SERVICES GROUP, INC. $17,719 0.00% 428 View
Mid Purpose Unlimited Inc. $16,973 0.00% 410 View
Small EverSource Wealth Advisors, LLC $12,875 0.00% 311 View
Small Cassaday & Co Wealth Management LLC $12,834 0.00% 310 View
Large BESSEMER GROUP INC $10,722 0.00% 259 View
Mid HARBOUR INVESTMENTS, INC. $6,210 0.00% 150 View
Mid Parallel Advisors, LLC $5,713 0.00% 138 View
Mid Sterling Capital Management LLC $4,843 0.00% 117 View
Large CWM, LLC $4,388 0.00% 106 View
Large Beutel, Goodman & Co Ltd. $4,388 0.00% 106 View
Mid OSAIC HOLDINGS, INC. $4,264 0.00% 103 View
Micro Cornerstone Financial Management LLC $3,601 0.00% 87 View
Mid QUADRANT CAPITAL GROUP LLC $2,815 0.00% 68 View
Small LOUISBOURG INVESTMENTS INC. $2,194 0.00% 53 View
Small Financial Perspectives, Inc $1,242 0.00% 30 View
Large Steward Partners Investment Advisory, LLC $1,076 0.00% 26 View
Small Investment Research & Advisory Group, Inc. $910 0.00% 22 View
Mega BARCLAYS PLC $869 0.00% 21 View
Mid Aviso Financial Inc. $828 0.00% 20 View
Mid Heritage Wealth Advisors $786 0.00% 19 View
Micro Leo H. Evart, Inc. $745 0.00% 18 View
Small Quent Capital, LLC $662 0.00% 16 View
Small SHP Wealth Management $621 0.00% 15 View
Small PRIVATE TRUST CO NA $621 0.00% 15 View
Small Physician Wealth Advisors, Inc. $496 0.00% 12 View
Mid Advisory Services Network, LLC $414 0.00% 10 View
Small Pacifica Partners Inc. $289 0.00% 7 View
Large ASSETMARK, INC $248 0.00% 6 View
Small Sunbelt Securities, Inc. $248 0.00% 6 View
Small OAKWORTH CAPITAL, INC. $124 0.00% 3 View
Small Covestor Ltd $124 0.00% 3 View
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