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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +57 | — | 57 | $2.62K | Q4 2025 | Aug 28, 2026 |
| Algert Global Llc | Sell | -2,926 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Robinswood Financial Llc | Buy | +1 | +50.0% | 3 | $137.00 | Q4 2025 | Jul 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +2,389 | — | 2,389 | $109.78K | Q4 2025 | May 12, 2026 |
| Purpose Unlimited Inc. | Buy | +410 | — | 410 | $18.87K | Q4 2025 | Mar 20, 2026 |
| Shp Wealth Management | Buy | +15 | — | 15 | $701.00 | Q4 2025 | Mar 04, 2026 |
| Sunbelt Securities, Inc. | Buy | +6 | — | 6 | $276.00 | Q4 2025 | Feb 20, 2026 |
| Mackenzie Financial Corp | Buy | +120,201 | — | 120,201 | $5.59M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1 | — | 1 | $46.00 | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +879,629 | — | 879,629 | $40.42M | Q4 2025 | Feb 17, 2026 |
| Canada Pension Plan Investment Board | Buy | +215,461 | — | 215,461 | $9.92M | Q4 2025 | Feb 17, 2026 |
| Toronto Dominion Bank | Buy | +96,237 | — | 96,237 | $4.42M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +28,426 | — | 28,426 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Broad Run Investment Management, Llc | Buy | +23,581 | — | 23,581 | $1.08M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +21,251 | — | 21,251 | $976.49K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +16,149 | — | 16,149 | $742.05K | Q4 2025 | Feb 17, 2026 |
| Susquehanna Advisors Group, Inc. | Buy | +16,066 | — | 16,066 | $738.23K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +11,755 | — | 11,755 | $540.14K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +11,701 | — | 11,701 | $522.84K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +10,525 | — | 10,525 | $485.19K | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | Buy | +9,902 | — | 9,902 | $455.61K | Q4 2025 | Feb 17, 2026 |
| Amundi | Buy | +8,846 | — | 8,846 | $406.47K | Q4 2025 | Feb 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +8,261 | — | 8,261 | $380.81K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +6,627 | — | 6,627 | $304.51K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +5,418 | — | 5,418 | $248.96K | Q4 2025 | Feb 17, 2026 |
| Pdt Partners, Llc | Buy | +5,014 | — | 5,014 | $230.39K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +4,728 | — | 4,728 | $217.25K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +2,671 | — | 2,671 | $122.73K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +134 | — | 134 | $6.21K | Q4 2025 | Feb 17, 2026 |
| Partners Value Investments L.P. | Buy | +12,320,344 | — | 12,320,344 | $566.12M | Q4 2025 | Feb 13, 2026 |
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.
Related BNT Institutional Insights
- BNT Overview
- BNT 13F Institutional Holders
- BNT Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BNT Insider Trading & SEC Form 4 Activity
- BNT Articles
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