Who Owns Brookfield Wealth Solutions Ltd. (BNT)?Hedge Fund & Institutional Holders

$41.76+1.07 (+2.63%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.6611900062297e+294T

% of Float Held

9.782223563057679e+229%

QoQ Change in Holders

+7 / -7

Price History

$29.80$34.75$39.70$44.65$49.60Sep 24Jun 25Mar 26

BNT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+372K+$17.1B
SCHWARTZ INVESTMENT COUNSEL INCNew Position+87K+$4.0B
Partners Value Investments L.P.Increased+4.1M+$3.6B
CANADA PENSION PLAN INVESTMENT BOARDIncreased+119K+$2.4B
Triasima Portfolio Management inc.New Position+38K+$1.8B
MONTRUSCO BOLTON INVESTMENTS INC.Increased+101K+$1.6B
SEARLE & CO.New Position+34K+$1.6B
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+37K+$1.0B
FMR LLCIncreased+9K+$998.7M
CIBC WORLD MARKET INC.Increased+15K+$544.5M
BROOKFIELD Corp /ON/Increased+452K+$392.8M
MACKENZIE FINANCIAL CORPIncreased+52K+$356.0M
PDT Partners, LLCNew Position+5K+$230.0M
Invesco Ltd.New Position+5K+$226.0M
Woodbridge CO LTDIncreased+1K+$47.1M

BNT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF MONTREAL /CAN/Decreased-56K-$5.2B
TORONTO DOMINION BANKDecreased-13K-$4.5B
GOLDMAN SACHS GROUP INCDecreased-25K-$4.2B
Clearbridge Investments, LLCClosed Position-62K-$2.8B
OSSIAMDecreased-17K-$2.2B
UBS Group AGDecreased-1K-$1.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-4K-$705.8M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIODecreased-590-$607.0M
Trexquant Investment LPClosed Position-6K-$413.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-5K-$316.3M
TWO SIGMA ADVISERS, LPClosed Position-4K-$280.8M
Cubist Systematic Strategies, LLCClosed Position-4K-$248.9M
MILLENNIUM MANAGEMENT LLCClosed Position-4K-$247.9M
AIGEN INVESTMENT MANAGEMENT, LPClosed Position-2K-$213.1M
CITIGROUP INCDecreased-789-$54.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Partners Value Investments L.P.12,320,344$566.1B5289.64%Share
2BROOKFIELD Corp /ON/1,355,764$62.3B77.14%Share
3BANK OF NOVA SCOTIA750,004$34.0B50.34%Share
4ROYAL BANK OF CANADA675,000$31.0B5.04%Share
5PRINCIPAL FINANCIAL GROUP INC371,656$17.1B8.72%Share
6MONTRUSCO BOLTON INVESTMENTS INC.234,974$10.8B134.98%Share
7ROYAL BANK OF CANADA196,092$9.0B1.46%Share
8CANADA PENSION PLAN INVESTMENT BOARD215,461$9.0B6.02%Share
9TANDEM CAPITAL MANAGEMENT CORP /ADV154,562$7.1B3.23%Share
10CI INVESTMENTS INC.140,404$6.0B26.29%Share
11MACKENZIE FINANCIAL CORP120,201$5.0B5.92%Share
12SCHWARTZ INVESTMENT COUNSEL INC87,398$4.0B0.14%Share
13TORONTO DOMINION BANK76,327$3.0B4.43%Share
14TD ASSET MANAGEMENT INC73,276$3.0B2.41%Share
15UBS Group AG52,629$2.4B0.39%Share
16GOLDMAN SACHS GROUP INC50,753$2.0B0.25%Share
17Swiss National Bank45,350$2.0B1.19%Share
18CIBC WORLD MARKET INC.47,175$2.0B3.22%Share
19Legal & General Group Plc62,762$2.0B0.44%Share
20Triasima Portfolio Management inc.38,329$1.8B0.26%Share
21Proficio Capital Partners LLC35,589$1.6B0.11%Share
22SEARLE & CO.33,980$1.6B0.40%Share
23HORIZON KINETICS ASSET MANAGEMENT LLC30,737$1.4B19.10%Share
24FMR LLC28,426$1.0B0.05%Share
25GOLDMAN SACHS GROUP INC28,391$1.0B0.12%Share
26Nuveen, LLC22,792$1.0B0.26%Share
27Legal & General Group Plc37,759$1.0B0.22%Share
28LEAVELL INVESTMENT MANAGEMENT, INC.36,786$1.0B0.04%Share
29Zurcher Kantonalbank (Zurich Cantonalbank)10,918$501.0M1.08%Share
30PDT Partners, LLC5,014$230.0M0.01%Share
31BECKER CAPITAL MANAGEMENT INC4,725$217.0M0.01%Share
32Invesco Ltd.4,691$215.0M0.03%Share
33Woodbridge CO LTD3,051$140.0M0.35%Share
34Moerus Capital Management LLC1,187$54.0M0.02%Share
35GROUP ONE TRADING LLC500$22.0M0.04%Put
36VANGUARD GROUP INC427,743$19.0M0.28%Share
37GROUP ONE TRADING LLC400$18.0M0.03%Call
38UBS Group AG289$13.0M0.00%Share
39Invesco Ltd.260$11.0M0.00%Share
40GoodHaven Capital Management, LLC207$9.0M0.00%Share
41NORGES BANK211,689$9.0M0.00%Share
42VANGUARD GROUP INC124,651$5.0M0.07%Share
43VANGUARD GROUP INC50,360$2.0M0.03%Share
44LOUISBOURG INVESTMENTS INC.53$2.0M0.00%Share
45Financial Perspectives, Inc30$1.0M0.00%Share
46UBS Group AG25$1.0M0.00%Share
47Investment Research & Advisory Group, Inc.22$1.0M0.00%Share
48BRUNI J V & CO /CO7,155$328K0.03%Share
49SANTA MONICA PARTNERS LP6,904$318K0.19%Share
50Sequoia Financial Advisors, LLC4,735$217K0.00%Share

BNT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025109$790.7B+14
Q3 202595$788.2B-3
Q2 202598$733.3B-7
Q1 2025105$641.0B+10
Q4 202495$711.0B+15
Q3 202480$9.6T—

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As of Q4 2025, 50 institutional investors hold BNT (Brookfield Wealth Solutions Ltd.). The largest holder is Partners Value Investments L.P. with $566.1B in shares. This quarter, 7 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own BNT?

As of Q4 2025, 50 institutional investors report holding BNT (Brookfield Wealth Solutions Ltd.) in their 13F filings.

Who is the largest institutional holder of BNT?

The largest institutional holder of BNT is Partners Value Investments L.P. with $566.1B in shares.

Is institutional ownership of BNT increasing or decreasing?

This quarter, 7 institutions opened new positions in BNT and 7 closed their positions.