BNT
Brookfield Wealth Solutions Ltd.
$43.48
-0.24 (-0.55%)
At close · Jul 13
Market Cap
$11.93B
Shares
59,928,210
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 113
Total Value: $806,229,965
Total Shares: 19,474,155
Showing 1–100
of 115 holdings by value
· page 1 of 2
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 112 13F filersTop Holder
63.3%
of institutional value
Top 5
83.3%
of institutional value
Top 10
91.1%
of institutional value
HHI
4,125
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid Partners Value Investments L.P. | $510,062,241 | 63.27% | 12,320,344 | Shares | Sole | 2026-05-15 | ||||
| Large BROOKFIELD Corp /ON/ | $56,128,629 | 6.96% | 1,355,764 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $40,558,959 | 5.03% | 979,685 | Shares | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $35,628,547 | 4.42% | 860,593 | Shares | Defined | 2026-05-15 | ||||
| Large BANK OF NOVA SCOTIA Bank | $29,601,165 | 3.67% | 715,004 | Shares | Sole | 2026-05-14 | ||||
| Mega PRINCIPAL FINANCIAL GROUP INC | $15,002,863 | 1.86% | 362,388 | Shares | Defined | 2026-05-04 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $13,390,871 | 1.66% | 323,451 | Shares | Defined | 2026-05-08 | ||||
| Mid MONTRUSCO BOLTON INVESTMENTS INC. | $12,726,691 | 1.58% | 307,408 | Shares | Sole | 2026-04-28 | ||||
| Mid Alberta Investment Management Corp | $12,711,870 | 1.58% | 307,050 | Shares | Sole | 2026-04-29 | ||||
| Mega CANADA PENSION PLAN INVESTMENT BOARD Pension | $8,920,085 | 1.11% | 215,461 | Shares | Sole | 2026-05-15 | ||||
| Large CI INVESTMENTS INC. | $7,874,611 | 0.98% | 190,208 | Shares | Sole | 2026-05-13 | ||||
| Small TANDEM CAPITAL MANAGEMENT CORP /ADV | $6,229,665 | 0.77% | 150,475 | Shares | Sole | 2026-04-16 | ||||
| Mega Vanguard Global Advisers, LLC | $4,867,232 | 0.60% | 117,566 | Shares | Defined | 2026-05-08 | ||||
| Mega Legal & General Group Plc | $4,400,984 | 0.55% | 106,304 | Shares | Defined | 2026-05-08 | ||||
| Large MACKENZIE FINANCIAL CORP | $4,058,152 | 0.50% | 98,023 | Shares | Sole | 2026-05-13 | ||||
| Mega GOLDMAN SACHS GROUP INC | $3,709,935 | 0.46% | 89,612 | Shares | Defined | 2026-05-15 | ||||
| Mid SCHWARTZ INVESTMENT COUNSEL INC | $3,618,277 | 0.45% | 87,398 | Shares | Sole | 2026-05-04 | ||||
| Large TORONTO DOMINION BANK Bank | $3,312,703 | 0.41% | 80,017 | Shares | Defined | 2026-05-15 | ||||
| Mega BANK OF MONTREAL /CAN/ Bank | $2,032,532 | 0.25% | 49,095 | Shares | Defined | 2026-05-13 | ||||
| Mega Swiss National Bank Bank | $1,877,490 | 0.23% | 45,350 | Shares | Sole | 2026-05-07 | ||||
| Mega TD Asset Management Inc | $1,851,615 | 0.23% | 44,725 | Shares | Sole | 2026-05-11 | ||||
| Large CIBC WORLD MARKET INC. | $1,848,592 | 0.23% | 44,652 | Shares | Sole | 2026-05-14 | ||||
| Mid LEAVELL INVESTMENT MANAGEMENT, INC. | $1,522,940 | 0.19% | 36,786 | Shares | Sole | 2026-05-12 | ||||
| Small Proficio Capital Partners LLC | $1,473,384 | 0.18% | 35,589 | Shares | Sole | 2026-05-14 | ||||
| Small SEARLE & CO. | $1,406,772 | 0.17% | 33,980 | Shares | Sole | 2026-05-08 | ||||
| Mid HORIZON KINETICS ASSET MANAGEMENT LLC | $1,272,511 | 0.16% | 30,737 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $1,216,123 | 0.15% | 29,375 | Shares | Defined | 2026-05-15 | ||||
| Mega FMR LLC | $1,176,836 | 0.15% | 28,426 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $1,129,764 | 0.14% | 27,289 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $1,022,621 | 0.13% | 24,701 | Shares | Defined | 2026-05-08 | ||||
| Small Broad Run Investment Management, LLC | $976,253 | 0.12% | 23,581 | Shares | Sole | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $926,531 | 0.11% | 22,380 | Shares | Sole | 2026-05-13 | ||||
| Mega Nuveen, LLC | $897,593 | 0.11% | 21,681 | Shares | Defined | 2026-04-30 | ||||
| Mega UBS Group AG | $814,461 | 0.10% | 19,673 | Shares | Defined | 2026-05-05 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $679,622 | 0.08% | 16,416 | Shares | Defined | 2026-05-15 | ||||
| Large NATIONAL BANK OF CANADA /FI/ Bank | $670,348 | 0.08% | 16,192 | Shares | Defined | 2026-05-15 | ||||
| Mid Sequoia Financial Advisors, LLC | $602,866 | 0.07% | 14,562 | Shares | Sole | 2026-04-30 | ||||
| Mid OSSIAM | $597,981 | 0.07% | 14,444 | Shares | Defined | 2026-05-14 | ||||
| Large Belvedere Trading LLC | $589,950 | 0.07% | 14,250 | Put | Sole | 2026-05-12 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $563,950 | 0.07% | 13,622 | Shares | Defined | 2026-05-18 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $523,668 | 0.06% | 12,649 | Shares | Sole | 2026-05-14 | ||||
| Large Belvedere Trading LLC | $488,354 | 0.06% | 11,796 | Shares | Sole | 2026-05-12 | ||||
| Large Rockefeller Capital Management L.P. | $486,657 | 0.06% | 11,755 | Shares | Defined | 2026-05-14 | ||||
| Large Federation des caisses Desjardins du Quebec | $476,927 | 0.06% | 11,520 | Shares | Defined | 2026-05-14 | ||||
| Large Trexquant Investment LP | $438,053 | 0.05% | 10,581 | Shares | Sole | 2026-05-15 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $417,808 | 0.05% | 10,092 | Shares | Sole | 2026-05-15 | ||||
| Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank | $387,711 | 0.05% | 9,365 | Shares | Sole | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $345,813 | 0.04% | 8,353 | Shares | Defined | 2026-05-12 | ||||
| Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension | $342,005 | 0.04% | 8,261 | Shares | Sole | 2026-05-14 | ||||
| Large SCOTIA CAPITAL INC. | $334,512 | 0.04% | 8,080 | Shares | Defined | 2026-05-13 | ||||
| Small BRUNI J V & CO /CO | $290,007 | 0.04% | 7,005 | Shares | Sole | 2026-05-07 | ||||
| Micro SANTA MONICA PARTNERS LP | $285,825 | 0.04% | 6,904 | Shares | Sole | 2026-05-14 | ||||
| Large Russell Investments Group, Ltd. | $282,181 | 0.04% | 6,816 | Shares | Defined | 2026-05-08 | ||||
| Large CAPTRUST FINANCIAL ADVISORS | $274,523 | 0.03% | 6,631 | Shares | Sole | 2026-05-15 | ||||
| Large Vanguard Investments Australia, Ltd. | $271,418 | 0.03% | 6,556 | Shares | Defined | 2026-05-08 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $263,386 | 0.03% | 6,362 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $252,247 | 0.03% | 6,093 | Shares | Other | 2026-05-13 | ||||
| Mid Vanguard Personalized Indexing Management, LLC | $249,849 | 0.03% | 6,035 | Shares | Sole | 2026-05-14 | ||||
| Mid XTX Topco Ltd | $230,266 | 0.03% | 5,562 | Shares | Defined | 2026-05-15 | ||||
| Large HRT FINANCIAL LP | $229,397 | 0.03% | 5,541 | Shares | Defined | 2026-05-14 | ||||
| Mega Invesco Ltd. | $204,308 | 0.03% | 4,935 | Shares | Defined | 2026-05-12 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $147,218 | 0.02% | 3,556 | Shares | Defined | 2026-05-06 | ||||
| Mid Farther Finance Advisors, LLC | $124,324 | 0.02% | 3,003 | Shares | Sole | 2026-04-07 | ||||
| Mid MAI Capital Management | $115,630 | 0.01% | 2,793 | Shares | Sole | 2026-05-15 | ||||
| Small NBC SECURITIES, INC. Broker-Dealer | $105,321 | 0.01% | 2,544 | Shares | Sole | 2026-04-14 | ||||
| Small Strategic Wealth Partners, Ltd. | $98,904 | 0.01% | 2,389 | Shares | Sole | 2026-05-12 | ||||
| Large TD Waterhouse Canada Inc. | $86,898 | 0.01% | 2,099 | Shares | Defined | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $80,729 | 0.01% | 1,950 | Shares | Defined | 2026-05-11 | ||||
| Mid Northwest & Ethical Investments L.P. | $75,513 | 0.01% | 1,824 | Shares | Sole | 2026-05-14 | ||||
| Mega CITIGROUP INC | $54,068 | 0.01% | 1,306 | Shares | Defined | 2026-05-11 | ||||
| Small Moerus Capital Management LLC | $49,141 | 0.01% | 1,187 | Shares | Sole | 2026-05-14 | ||||
| Large Belvedere Trading LLC | $45,540 | 0.01% | 1,100 | Call | Sole | 2026-05-12 | ||||
| Mid SIGNATUREFD, LLC | $41,565 | 0.01% | 1,004 | Shares | Sole | 2026-04-07 | ||||
| Mid EverSource Wealth Advisors, LLC | $34,650 | 0.00% | 837 | Shares | Sole | 2026-05-18 | ||||
| Mid Allworth Financial LP | $25,336 | 0.00% | 612 | Shares | Sole | 2026-05-15 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $17,719 | 0.00% | 428 | Shares | Defined | 2026-05-08 | ||||
| Mid Purpose Unlimited Inc. | $16,973 | 0.00% | 410 | Shares | Sole | 2026-05-15 | ||||
| Small Cassaday & Co Wealth Management LLC | $12,834 | 0.00% | 310 | Shares | Sole | 2026-05-07 | ||||
| Large BESSEMER GROUP INC | $10,722 | 0.00% | 259 | Shares | Defined | 2026-05-06 | ||||
| Small GoodHaven Capital Management, LLC | $8,445 | 0.00% | 204 | Shares | Sole | 2026-05-12 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $6,210 | 0.00% | 150 | Shares | Sole | 2026-05-15 | ||||
| Mid Parallel Advisors, LLC | $5,713 | 0.00% | 138 | Shares | Sole | 2026-05-07 | ||||
| Mid Sterling Capital Management LLC | $4,843 | 0.00% | 117 | Shares | Sole | 2026-04-22 | ||||
| Large CWM, LLC | $4,388 | 0.00% | 106 | Shares | Sole | 2026-05-14 | ||||
| Large Beutel, Goodman & Co Ltd. | $4,388 | 0.00% | 106 | Shares | Sole | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $4,305 | 0.00% | 104 | Shares | Defined | 2026-05-15 | ||||
| Micro Cornerstone Financial Management LLC | $3,601 | 0.00% | 87 | Shares | Sole | 2026-05-08 | ||||
| Mid QUADRANT CAPITAL GROUP LLC | $2,815 | 0.00% | 68 | Shares | Sole | 2026-05-13 | ||||
| Small LOUISBOURG INVESTMENTS INC. | $2,194 | 0.00% | 53 | Shares | Sole | 2026-04-22 | ||||
| Small Financial Perspectives, Inc | $1,242 | 0.00% | 30 | Shares | Sole | 2026-05-11 | ||||
| Large Steward Partners Investment Advisory, LLC | $1,076 | 0.00% | 26 | Shares | Sole | 2026-05-08 | ||||
| Small Investment Research & Advisory Group, Inc. | $910 | 0.00% | 22 | Shares | Sole | 2026-04-20 | ||||
| Mega BARCLAYS PLC | $869 | 0.00% | 21 | Shares | Defined | 2026-05-15 | ||||
| Mid Aviso Financial Inc. | $828 | 0.00% | 20 | Shares | Sole | 2026-05-14 | ||||
| Mid Heritage Wealth Advisors | $786 | 0.00% | 19 | Shares | Sole | 2026-05-14 | ||||
| Micro Leo H. Evart, Inc. | $745 | 0.00% | 18 | Shares | Sole | 2026-05-14 | ||||
| Small Quent Capital, LLC | $662 | 0.00% | 16 | Shares | Sole | 2026-04-28 | ||||
| Small SHP Wealth Management | $621 | 0.00% | 15 | Shares | Sole | 2026-05-08 | ||||
| Small PRIVATE TRUST CO NA Bank | $621 | 0.00% | 15 | Shares | Defined | 2026-04-30 | ||||
| Small Physician Wealth Advisors, Inc. | $496 | 0.00% | 12 | Shares | Sole | 2026-04-24 | ||||
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