Brookfield Wealth Solutions Ltd. (BNT) Institutional Ownership Changes & 13F Activity

Brookfield Wealth Solutions Ltd. (BNT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Partners Value Investments L.P., Royal Bank Of Canada, Canada Pension Plan Investment Board, Mackenzie Financial Corp, and Toronto Dominion Bank.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+57—57$2.62KQ4 2025Aug 28, 2026
Algert Global LlcSell-2,926-100.0%0$0.00Q4 2025Aug 11, 2026
Robinswood Financial LlcBuy+1+50.0%3$137.00Q4 2025Jul 14, 2026
Strategic Wealth Partners, Ltd.Buy+2,389—2,389$109.78KQ4 2025May 12, 2026
Purpose Unlimited Inc.Buy+410—410$18.87KQ4 2025Mar 20, 2026
Shp Wealth ManagementBuy+15—15$701.00Q4 2025Mar 04, 2026
Sunbelt Securities, Inc.Buy+6—6$276.00Q4 2025Feb 20, 2026
Mackenzie Financial CorpBuy+120,201—120,201$5.59MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1—1$46.00Q4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+879,629—879,629$40.42MQ4 2025Feb 17, 2026
Canada Pension Plan Investment BoardBuy+215,461—215,461$9.92MQ4 2025Feb 17, 2026
Toronto Dominion BankBuy+96,237—96,237$4.42MQ4 2025Feb 17, 2026
Fmr LlcBuy+28,426—28,426$1.31MQ4 2025Feb 17, 2026
Broad Run Investment Management, LlcBuy+23,581—23,581$1.08MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+21,251—21,251$976.49KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+16,149—16,149$742.05KQ4 2025Feb 17, 2026
Susquehanna Advisors Group, Inc.Buy+16,066—16,066$738.23KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+11,755—11,755$540.14KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+11,701—11,701$522.84KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+10,525—10,525$485.19KQ4 2025Feb 17, 2026
Point72 Asset Management, L.P.Buy+9,902—9,902$455.61KQ4 2025Feb 17, 2026
AmundiBuy+8,846—8,846$406.47KQ4 2025Feb 17, 2026
Public Employees Retirement System Of OhioBuy+8,261—8,261$380.81KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+6,627—6,627$304.51KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+5,418—5,418$248.96KQ4 2025Feb 17, 2026
Pdt Partners, LlcBuy+5,014—5,014$230.39KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+4,728—4,728$217.25KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+2,671—2,671$122.73KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+134—134$6.21KQ4 2025Feb 17, 2026
Partners Value Investments L.P.Buy+12,320,344—12,320,344$566.12MQ4 2025Feb 13, 2026
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Frequently asked questions about BNT activity

  • Which institutional owners are buying BNT?

    Institutional owners buying BNT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BNT activity?

    "Buy" means an investor increased their reported position in BNT compared to the prior reporting period. This reflects growing exposure to Brookfield Wealth Solutions Ltd. (BNT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BNT increasing?

    Institutional interest in BNT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

BNT Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet