Brookfield Wealth Solutions Ltd. (BNT) Institutional Shareholders

Brookfield Wealth Solutions Ltd. (BNT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $820.28M in BNT holdings during the latest filing period.

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 $460.78M, representing an estimated loss of -12.33% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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

111

Total Reported Value

$820.28M

Largest Holder

Partners Value Investments L.P.

Largest Position

$525.59M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

137

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Partners Value Investments L.P.5.37%12,320,344$525,585,875$460,780,866-$64,805,009-12.33%
Brookfield Corp0.08%1,355,764$57,836,892$50,705,574-$7,131,318-12.33%
Royal Bank Of Canada0.01%859,918$36,684,000$32,160,933-$4,523,067-12.33%
Vanguard Capital Management Llc0.00%777,219$33,121,965$29,067,991-$4,053,974-12.24%
Bank Of Nova Scotia0.05%750,004$31,959,877$28,050,150-$3,909,727-12.23%
Norges Bank0.00%348,251$14,826,164$13,024,587-$1,801,577-12.15%
Principal Financial Group Inc0.01%347,428$14,821,279$12,993,807-$1,827,472-12.33%
Canada Pension Plan Investment Board0.01%244,096$10,391,951$9,129,190-$1,262,761-12.15%
Vanguard Fiduciary Trust Co0.00%235,321$10,028,440$8,801,005-$1,227,435-12.24%
Montrusco Bolton Investments Inc.0.12%179,200$7,634,078$6,702,080-$931,998-12.21%
Mackenzie Financial Corp0.01%106,909$6,461,580$3,998,397-$2,463,183-38.12%
Tandem Capital Management Corp2.68%149,575$6,380,870$5,594,105-$786,765-12.33%
Legal & General Group Plc0.00%106,364$4,531,250$3,978,014-$553,236-12.21%
Ubs Group Ag0.00%100,432$4,284,430$3,756,157-$528,273-12.33%
Bank Of Montreal0.00%95,451$4,063,660$3,569,867-$493,793-12.15%
Schwartz Investment Counsel Inc0.13%90,954$3,880,098$3,401,680-$478,418-12.33%
Vanguard Global Advisers, Llc0.00%87,673$3,736,273$3,278,970-$457,303-12.24%
Goldman Sachs Group Inc0.00%81,025$3,456,527$3,030,335-$426,192-12.33%
Toronto Dominion Bank0.01%76,416$3,259,917$2,857,958-$401,959-12.33%
Ci Investments Inc.0.01%62,304$2,657,889$2,330,170-$327,719-12.33%
Dimensional Fund Advisors Lp0.00%62,106$2,648,508$2,322,764-$325,744-12.30%
Cibc World Market Inc.0.00%55,047$2,343,812$2,058,758-$285,054-12.16%
Td Asset Management Inc0.00%46,771$1,992,486$1,749,235-$243,251-12.21%
Morgan Stanley0.00%40,798$1,740,444$1,525,845-$214,599-12.33%
Swiss National Bank0.00%39,550$1,680,541$1,479,170-$201,371-11.98%
Leavell Investment Management, Inc.0.06%35,909$1,531,878$1,342,997-$188,881-12.33%
Proficio Capital Partners Llc0.05%35,589$1,518,227$1,331,029-$187,198-12.33%
Jpmorgan Chase & Co0.00%34,621$1,458,929$1,294,825-$164,104-11.25%
Searle & Co.0.33%33,980$1,449,587$1,270,852-$178,735-12.33%
Horizon Kinetics Asset Management Llc0.01%30,730$1,310,942$1,149,302-$161,640-12.33%
Two Sigma Investments, Lp0.00%28,759$1,226,859$1,075,587-$151,272-12.33%
Blackrock, Inc.0.00%27,172$1,159,165$1,016,233-$142,932-12.33%
D. E. Shaw & Co., Inc.0.00%26,598$1,132,340$994,765-$137,575-12.15%
Fmr Llc0.00%25,687$1,094,675$960,694-$133,981-12.24%
Citadel Advisors Llc0.00%25,220$1,075,885$943,228-$132,657-12.33%
Vanguard Asset Management, Ltd0.00%23,859$1,016,775$892,327-$124,448-12.24%
Broad Run Investment Management, Llc0.15%23,581$1,005,965$881,929-$124,036-12.33%
Nuveen, Llc0.00%18,025$767,881$674,135-$93,746-12.21%
Geode Capital Management, Llc0.00%17,103$727,094$639,652-$87,442-12.03%
Bank Of America Corp0.00%13,586$579,579$508,116-$71,463-12.33%
Point72 Asset Management, L.P.0.00%10,945$465,966$409,343-$56,623-12.15%
Renaissance Technologies LLCJim Simons0.00%10,800$460,728$403,920-$56,808-12.33%
Trexquant Investment Lp0.00%10,583$451,471$395,804-$55,667-12.33%
Federation Des Caisses Desjardins Du Quebec0.00%11,473$445,229$429,090-$16,139-3.62%
Zurcher Kantonalbank (Zurich Cantonalbank)0.00%9,365$399,511$350,251-$49,260-12.33%
Sequoia Financial Advisors0.00%9,054$386,245$338,620-$47,625-12.33%
Public Employees Retirement System Of Ohio0.00%8,487$361,541$317,414-$44,127-12.21%
Xtx Topco Ltd0.00%7,266$309,968$271,748-$38,220-12.33%
Scotia Capital Inc.0.00%7,239$308,829$270,739-$38,090-12.33%
Vanguard Personalized Indexing Management, Llc0.00%6,995$298,407$261,613-$36,794-12.33%
Showing 50 of 111

Frequently asked questions about BNT

  • Who owns the most BNT stock?

    The largest holders of BNT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Brookfield Wealth Solutions Ltd. (BNT).

  • Is BNT widely held by superinvestors?

    Many widely followed stocks like BNT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BNT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.