BNT Institutional Ownership & Shareholders
Brookfield Wealth Solutions Ltd. (BNT) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $805.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Partners Value Investments L.P. is currently the largest disclosed institutional shareholder of BNT tracked by InsiderSet, reporting ownership valued at approximately $525.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $483.08M, representing an estimated loss of -8.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed BNT value among the investors covered in this analysis. Major shareholders include Partners Value Investments L.P., Brookfield Corp, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in Brookfield Wealth Solutions Ltd. (BNT).
This page ranks the largest institutional BNT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
110
Total Reported Value
$805.78M
Largest Holder
Partners Value Investments L.P.
Largest Position
$525.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Partners Value Investments L.P. | 5.37% | 12,320,344 | $525,585,875 | $483,080,688 | -$42,505,187 | -8.09% | |
| Brookfield Corp | 0.08% | 1,355,764 | $57,836,892 | $53,159,506 | -$4,677,386 | -8.09% | |
| Royal Bank Of Canada | 0.01% | 859,918 | $36,684,000 | $33,717,385 | -$2,966,615 | -8.09% | |
| Vanguard Capital Management Llc | 0.00% | 777,219 | $33,121,965 | $30,474,757 | -$2,647,208 | -7.99% | |
| Bank Of Nova Scotia | 0.05% | 750,004 | $31,959,877 | $29,407,657 | -$2,552,220 | -7.99% | |
| Norges Bank | 0.00% | 348,251 | $14,826,164 | $13,654,922 | -$1,171,242 | -7.90% | |
| Principal Financial Group Inc | 0.01% | 332,622 | $12,147,355 | $13,042,109 | +$894,754 | +7.37% | |
| Canada Pension Plan Investment Board | 0.01% | 244,096 | $10,391,951 | $9,571,004 | -$820,947 | -7.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 235,321 | $10,028,440 | $9,226,936 | -$801,504 | -7.99% | |
| Tandem Capital Management Corp | 2.39% | 147,675 | $5,393,091 | $5,790,337 | +$397,246 | +7.37% | |
| Legal & General Group Plc | 0.00% | 106,364 | $4,531,250 | $4,170,532 | -$360,718 | -7.96% | |
| Ubs Group Ag | 0.00% | 100,432 | $4,284,430 | $3,937,939 | -$346,491 | -8.09% | |
| Bank Of Montreal | 0.00% | 95,451 | $4,063,660 | $3,742,634 | -$321,026 | -7.90% | |
| Schwartz Investment Counsel Inc | 0.13% | 103,883 | $3,793,807 | $4,073,252 | +$279,445 | +7.37% | |
| Vanguard Global Advisers, Llc | 0.00% | 87,673 | $3,736,273 | $3,437,658 | -$298,615 | -7.99% | |
| Goldman Sachs Group Inc | 0.00% | 81,025 | $3,456,527 | $3,176,990 | -$279,537 | -8.09% | |
| Mackenzie Financial Corp | 0.00% | 93,176 | $3,384,053 | $3,653,431 | +$269,378 | +7.96% | |
| Toronto Dominion Bank | 0.01% | 76,416 | $3,259,917 | $2,996,271 | -$263,646 | -8.09% | |
| Ci Investments Inc. | 0.01% | 62,304 | $2,657,889 | $2,442,940 | -$214,949 | -8.09% | |
| Dimensional Fund Advisors Lp | 0.00% | 62,106 | $2,648,508 | $2,435,176 | -$213,332 | -8.05% | |
| Cibc World Market Inc. | 0.00% | 55,047 | $2,343,812 | $2,158,393 | -$185,419 | -7.91% | |
| Td Asset Management Inc | 0.00% | 46,771 | $1,992,486 | $1,833,891 | -$158,595 | -7.96% | |
| Morgan Stanley | 0.00% | 40,798 | $1,740,444 | $1,599,690 | -$140,754 | -8.09% | |
| Swiss National Bank | 0.00% | 39,550 | $1,680,541 | $1,550,756 | -$129,786 | -7.72% | |
| Leavell Investment Management, Inc. | 0.06% | 35,909 | $1,531,878 | $1,407,992 | -$123,886 | -8.09% | |
| Proficio Capital Partners Llc | 0.05% | 35,589 | $1,518,227 | $1,395,445 | -$122,782 | -8.09% | |
| Jpmorgan Chase & Co | 0.00% | 34,621 | $1,458,929 | $1,357,489 | -$101,440 | -6.95% | |
| Searle & Co. | 0.33% | 33,980 | $1,449,587 | $1,332,356 | -$117,231 | -8.09% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 30,730 | $1,310,942 | $1,204,923 | -$106,019 | -8.09% | |
| Two Sigma Investments, Lp | 0.00% | 28,759 | $1,226,859 | $1,127,640 | -$99,219 | -8.09% | |
| Blackrock, Inc. | 0.00% | 27,172 | $1,159,165 | $1,065,414 | -$93,751 | -8.09% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,598 | $1,132,340 | $1,042,908 | -$89,432 | -7.90% | |
| Fmr Llc | 0.00% | 25,687 | $1,094,675 | $1,007,187 | -$87,488 | -7.99% | |
| Citadel Advisors Llc | 0.00% | 25,220 | $1,075,885 | $988,876 | -$87,009 | -8.09% | |
| Vanguard Asset Management, Ltd | 0.00% | 23,859 | $1,016,775 | $935,511 | -$81,264 | -7.99% | |
| Broad Run Investment Management, Llc | 0.15% | 23,581 | $1,005,965 | $924,611 | -$81,354 | -8.09% | |
| Nuveen, Llc | 0.00% | 18,025 | $767,881 | $706,760 | -$61,121 | -7.96% | |
| Geode Capital Management, Llc | 0.00% | 17,103 | $727,094 | $670,609 | -$56,485 | -7.77% | |
| Bank Of America Corp | 0.00% | 13,586 | $579,579 | $532,707 | -$46,872 | -8.09% | |
| Point72 Asset Management, L.P. | 0.00% | 10,945 | $465,966 | $429,153 | -$36,813 | -7.90% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 10,800 | $460,728 | $423,468 | -$37,260 | -8.09% |
| Trexquant Investment Lp | 0.00% | 10,583 | $451,471 | $414,959 | -$36,512 | -8.09% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 11,473 | $445,229 | $449,856 | +$4,627 | +1.04% | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | 9,365 | $399,511 | $367,202 | -$32,309 | -8.09% | |
| Sequoia Financial Advisors | 0.00% | 9,054 | $386,245 | $355,007 | -$31,238 | -8.09% | |
| Public Employees Retirement System Of Ohio | 0.00% | 8,487 | $361,541 | $332,775 | -$28,766 | -7.96% | |
| Xtx Topco Ltd | 0.00% | 7,266 | $309,968 | $284,900 | -$25,068 | -8.09% | |
| Scotia Capital Inc. | 0.00% | 7,239 | $308,829 | $283,841 | -$24,988 | -8.09% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 6,995 | $298,407 | $274,274 | -$24,133 | -8.09% | |
| Bruni J V & Co | 0.03% | 6,828 | $291,282 | $267,726 | -$23,556 | -8.09% |
Frequently asked questions about BNT
Who are the largest institutional holders of BNT?
The largest institutional holders of BNT reported in the latest SEC Form 13F filings include Partners Value Investments L.P., Brookfield Corp, Royal Bank Of Canada, Vanguard Capital Management Llc, and Bank Of Nova Scotia. InsiderSet ranks institutional holders by their latest reported BNT position.
What is BNT institutional ownership?
This page tracks BNT positions reported by institutional investment managers through SEC Form 13F. Brookfield Wealth Solutions Ltd. (BNT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BNT?
InsiderSet currently tracks 110 institutional managers reporting BNT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BNT shareholders.
How much BNT stock do institutions own?
Institutional investment managers disclosed approximately $805.78M in BNT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BNT institutional ownership last updated?
The latest BNT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BNT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BNT position after the reporting date.
Are institutions buying or selling BNT?
Institutional buying and selling can be analyzed by comparing BNT positions across consecutive 13F reporting periods. InsiderSet's BNT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BNT ownership changes.
How has BNT institutional ownership changed over time?
InsiderSet tracks BNT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.