Brookfield Wealth Solutions Ltd. - BNT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Reduced | 351,296 | 14,367 | 0.0% | 0.01% | 1 | -36,134 | -9.33% | Q3 2022 | Nov 14, 2022 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 314,567 | 12,854 | 0.08% | 0.11% | 2 | -92,271 | -22.68% | Q3 2022 | Nov 10, 2022 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 288,769 | 11,811 | 0.01% | 0.01% | 3 | +3,409 | 1.19% | Q3 2022 | Nov 09, 2022 |
| Verition Fund Management LLC | History | New | 280,827 | 11,486 | 0.13% | — | 4 | +280,827 | New | Q3 2022 | Jan 18, 2023 |
| TD ASSET MANAGEMENT INC | History | Added to | 207,681 | 8,447 | 0.01% | 0.01% | 5 | +509 | 0.25% | Q3 2022 | Nov 07, 2022 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 196,176 | 8,026 | 0.0% | 0.01% | 6 | -17,536 | -8.21% | Q3 2022 | Nov 14, 2022 |
| CI INVESTMENTS INC. | History | Reduced | 142,453 | 5,826 | 0.03% | 0.04% | 7 | -28,841 | -16.84% | Q3 2022 | Nov 14, 2022 |
| CIBC WORLD MARKET INC. | History | Reduced | 126,742 | 5,184 | 0.02% | 0.02% | 8 | -7,955 | -5.91% | Q3 2022 | Nov 10, 2022 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 94,363 | 4,540 | 0.0% | 0.0% | 9 | -953 | -1.0% | Q3 2022 | Nov 10, 2022 |
| MORGAN STANLEY | History | Added to | 110,591 | 4,524 | 0.0% | 0.0% | 10 | +13,104 | 13.44% | Q3 2022 | Nov 14, 2022 |
| MARKEL CORP | History | No change | 60,101 | 2,459 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q3 2022 | Nov 04, 2022 |
| TORONTO DOMINION BANK | History | Reduced | 58,651 | 2,398 | 0.0% | 0.0% | 12 | -123 | -0.21% | Q3 2022 | Nov 09, 2022 |
| MACKENZIE FINANCIAL CORP | History | Added to | 54,282 | 2,219 | 0.0% | 0.0% | 13 | +1,392 | 2.63% | Q3 2022 | Oct 07, 2022 |
| FRANKLIN RESOURCES INC | History | Reduced | 53,005 | 2,166 | 0.0% | 0.0% | 14 | -1,902 | -3.46% | Q3 2022 | Nov 14, 2022 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 43,458 | 1,788 | 0.05% | 0.05% | 15 | -278 | -0.64% | Q3 2022 | Nov 07, 2022 |
| CIBC Asset Management Inc | History | New | 40,789 | 1,676 | 0.01% | — | 16 | +40,789 | New | Q3 2022 | Nov 03, 2022 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 37,000 | 1,513 | 0.0% | 0.0% | 17 | -1,800 | -4.64% | Q3 2022 | Nov 14, 2022 |
| Rockefeller Capital Management L.P. | History | Added to | 31,972 | 1,307 | 0.01% | 0.01% | 18 | +1,314 | 4.29% | Q3 2022 | Nov 02, 2022 |
| BANK OF NOVA SCOTIA | History | No change | 28,547 | 1,168 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2022 | Nov 10, 2022 |
| FMR LLC | History | Reduced | 25,665 | 1,051 | 0.0% | 0.0% | 20 | -6,722 | -20.76% | Q3 2022 | Nov 10, 2022 |
| Swiss National Bank | History | No change | 22,300 | 920 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2022 | Nov 09, 2022 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 22,400 | 916 | 0.0% | 0.0% | 22 | -14,700 | -39.62% | Q3 2022 | Nov 14, 2022 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,700 | 765 | 0.0% | 0.01% | 23 | -22,800 | -54.94% | Q3 2022 | Nov 14, 2022 |
| TD Waterhouse Canada Inc. | History | Added to | 13,263 | 748 | 0.01% | 0.01% | 24 | +1,138 | 9.39% | Q3 2022 | Nov 13, 2023 |
| FIL Ltd | History | Added to | 17,398 | 712 | 0.0% | 0.0% | 25 | +853 | 5.16% | Q3 2022 | Nov 10, 2022 |
| Northwest & Ethical Investments L.P. | History | Reduced | 17,136 | 701 | 0.03% | 0.03% | 26 | -1,020 | -5.62% | Q3 2022 | Jul 09, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,672 | 641 | 0.0% | 0.0% | 27 | +5,955 | 61.28% | Q3 2022 | Nov 14, 2022 |
| CITADEL ADVISORS LLC | History | Added to | 15,201 | 622 | 0.0% | 0.0% | 28 | +2,245 | 17.33% | Q3 2022 | Nov 14, 2022 |
| LMR Partners LLP | History | No change | 12,188 | 498 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,693 | 437 | 0.0% | 0.01% | 30 | -10,585 | -49.75% | Q3 2022 | Nov 10, 2022 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 6,733 | 275 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,240 | 255 | 0.0% | 0.0% | 32 | -1,078 | -14.73% | Q3 2022 | Nov 14, 2022 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,115 | 250 | 0.0% | 0.0% | 33 | +3,835 | 168.2% | Q3 2022 | Nov 10, 2022 |
| VANGUARD GROUP INC | History | No change | 6,048 | 247 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,848 | 240 | 0.0% | 0.0% | 35 | +15 | 0.26% | Q3 2022 | Aug 15, 2024 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,374 | 220 | 0.0% | 0.0% | 36 | -1,694 | -23.97% | Q3 2022 | May 14, 2024 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,916 | 201 | 0.0% | 0.0% | 37 | -2,459 | -33.34% | Q3 2022 | Oct 13, 2022 |
| UBS Group AG | History | Added to | 2,854 | 116 | 0.0% | 0.0% | 38 | +358 | 14.34% | Q3 2022 | Nov 10, 2022 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,833 | 74 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| CREDIT AGRICOLE S A | History | No change | 1,552 | 63 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,328 | 55 | 0.0% | 0.0% | 41 | -109 | -7.59% | Q3 2022 | Nov 14, 2022 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,346 | 55 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2022 | Nov 09, 2022 |
| JPMORGAN CHASE & CO | History | Added to | 1,317 | 53 | 0.0% | 0.0% | 43 | +1,150 | 688.62% | Q3 2022 | Nov 14, 2022 |
| Tower Research Capital LLC (TRC) | History | Reduced | 863 | 35 | 0.0% | 0.0% | 44 | -1,283 | -59.79% | Q3 2022 | Nov 10, 2022 |
| FIRST MANHATTAN CO | History | Reduced | 764 | 31 | 0.0% | 0.0% | 45 | -135 | -15.02% | Q3 2022 | Nov 14, 2022 |
| Legal & General Group Plc | History | No change | 511 | 21 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| IFP Advisors, Inc | History | New | 83 | 15 | 0.0% | — | 47 | +83 | New | Q3 2022 | Nov 08, 2022 |
| BARCLAYS PLC | History | Added to | 302 | 12 | 0.0% | — | 48 | +300 | 15000.0% | Q3 2022 | Nov 03, 2022 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 306 | 12 | 0.0% | 0.0% | 49 | -2 | -0.65% | Q3 2022 | Nov 10, 2022 |
| ADVISOR GROUP HOLDINGS, INC. | History | Reduced | 190 | 7 | 0.0% | 0.0% | 50 | -149 | -43.95% | Q3 2022 | Nov 14, 2022 |
| 1832 Asset Management L.P. | History | Reduced | 141 | 6 | 0.0% | 0.0% | 52 | -178 | -55.8% | Q3 2022 | Oct 17, 2023 |
| US BANCORP \DE\ | History | Reduced | 158 | 6 | 0.0% | 0.0% | 51 | -2 | -1.25% | Q3 2022 | Oct 27, 2022 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 119 | 5 | 0.0% | — | 53 | +112 | 1600.0% | Q3 2022 | Nov 14, 2022 |
| HARBOUR INVESTMENTS, INC. | History | No change | 117 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2022 | Nov 15, 2022 |
| CITIGROUP INC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 55 | -200 | -79.37% | Q3 2022 | Nov 10, 2022 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 53 | 2 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| BAMCO INC /NY/ | History | Reduced | 15 | 1 | 0.0% | 0.0% | 58 | -371 | -96.11% | Q3 2022 | Nov 14, 2022 |
| Clearstead Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2022 | Nov 15, 2022 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -101,407 | -100.0% | Q2 2022 | Aug 15, 2022 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -52,518 | -100.0% | Q2 2022 | Aug 10, 2022 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -31,479 | -100.0% | Q2 2022 | Aug 15, 2022 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,513 | -100.0% | Q2 2022 | Aug 15, 2022 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,135 | -100.0% | Q2 2022 | Aug 15, 2022 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,962 | -100.0% | Q2 2022 | Aug 05, 2022 |
| ArrowMark Colorado Holdings LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,577 | -100.0% | Q2 2022 | Aug 15, 2022 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -731 | -100.0% | Q2 2022 | Jul 29, 2022 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2022 | Aug 23, 2022 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2022 | Jul 22, 2022 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2022 | Aug 09, 2022 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2022 | Jul 20, 2022 |
| FIFTH THIRD BANCORP | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2022 | Oct 25, 2022 |
| Gradient Investments LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2022 | Oct 14, 2022 |
| EARNEST PARTNERS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| Ancora Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |