Who Holds Brookfield Wealth Solutions Ltd. (BNT)? 114 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 114 holders, $821 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Partners Value Investments L.P. | 12,320,344 | $526 million | +0% | 13F |
| Brookfield Corp /ON/ | 1,355,764 | $58 million | +0% | 13F |
| ROYAL BANK OF CANADA | 859,918 | $37 million | 0% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 777,219 | $33 million | -21% | 13F |
| BANK OF NOVA SCOTIA | 750,004 | $32 million | +5% | 13F |
| NORGES BANK | 348,251 | $15 million | New | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 347,428 | $15 million | -4% | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | 244,096 | $10 million | +13% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 235,321 | $10 million | -27% | 13F |
| MONTRUSCO BOLTON INVESTMENTS INC. | 179,200 | $8 million | -42% | 13F |
| MACKENZIE FINANCIAL CORP | 106,909 | $6 million | +9% | 13F |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 149,575 | $6 million | -1% | 13F |
| Legal & General Group Plc | 106,364 | $5 million | +0% | 13F |
| UBS Group AG | 100,432 | $4 million | +411% | 13F |
| BANK OF MONTREAL /CAN/ | 95,451 | $4 million | +94% | 13F |
| SCHWARTZ INVESTMENT COUNSEL INC | 90,954 | $4 million | +4% | 13F |
| Vanguard Global Advisers, LLC | 87,673 | $4 million | -25% | 13F |
| GOLDMAN SACHS GROUP INC | 81,025 | $3 million | -10% | 13F |
| TORONTO DOMINION BANK | 76,416 | $3 million | -5% | 13F |
| CI INVESTMENTS INC. | 62,304 | $3 million | -67% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 62,106 | $3 million | New | 13F |
| CIBC WORLD MARKET INC. | 55,047 | $2 million | +23% | 13F |
| TD Asset Management Inc | 46,771 | $2 million | +5% | 13F |
| MORGAN STANLEY | 40,798 | $2 million | +39% | 13F |
| Swiss National Bank | 39,550 | $2 million | -13% | 13F |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 35,909 | $2 million | -2% | 13F |
| Proficio Capital Partners LLC | 35,589 | $2 million | +0% | 13F |
| JPMORGAN CHASE & CO | 34,621 | $1 million | +468% | 13F |
| SEARLE & CO. | 33,980 | $1 million | +0% | 13F |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 30,730 | $1 million | 0% | 13F |
| TWO SIGMA INVESTMENTS, LP | 28,759 | $1 million | +185% | 13F |
| BlackRock, Inc. | 27,172 | $1 million | +21% | 13F |
| D. E. Shaw & Co., Inc. | 26,598 | $1 million | New | 13F |
| FMR LLC | 25,687 | $1 million | -10% | 13F |
| CITADEL ADVISORS LLC | 25,220 | $1 million | -8% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 23,859 | $1 million | -3% | 13F |
| Broad Run Investment Management, LLC | 23,581 | $1 million | +0% | 13F |
| Nuveen, LLC | 18,025 | $767,881 | -17% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 17,103 | $727,094 | +4% | 13F |
| BANK OF AMERICA CORP /DE/ | 13,586 | $579,579 | 0% | 13F |
| Point72 Asset Management, L.P. | 10,945 | $465,966 | New | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 10,800 | $460,728 | -15% | 13F |
| Trexquant Investment LP | 10,583 | $451,471 | +0% | 13F |
| Federation des caisses Desjardins du Quebec | 11,473 | $445,229 | 0% | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,365 | $399,511 | +0% | 13F |
| Sequoia Financial Advisors, LLC | 9,054 | $386,245 | -38% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8,487 | $361,541 | +3% | 13F |
| XTX Topco Ltd | 7,266 | $309,968 | +31% | 13F |
| SCOTIA CAPITAL INC. | 7,239 | $308,829 | -10% | 13F |
| Vanguard Personalized Indexing Management, LLC | 6,995 | $298,407 | +16% | 13F |
| BRUNI J V & CO /CO | 6,828 | $291,282 | -3% | 13F |
| OSSIAM | 6,692 | $285,085 | -54% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 6,631 | $282,878 | +0% | 13F |
| Amundi | 6,563 | $279,978 | New | 13F |
| Vanguard Investments Australia, Ltd. | 6,556 | $279,390 | +0% | 13F |
| ALLIANCEBERNSTEIN L.P. | 6,362 | $263,387 | +0% | 13F |
| NATIONAL BANK OF CANADA /FI/ | 5,575 | $211,524 | -66% | 13F |
| MILLENNIUM MANAGEMENT LLC | 4,846 | $206,210 | New | 13F |
| Waverly Advisors, LLC | 4,728 | $201,696 | New | 13F |
| BECKER CAPITAL MANAGEMENT INC | 4,725 | $201,569 | New | 13F |
| Farther Finance Advisors, LLC | 3,002 | $128,065 | 0% | 13F |
| Northwest & Ethical Investments L.P. | 2,564 | $109,142 | +41% | 13F |
| LANARK FINANCIAL, INC. | 2,542 | $108,463 | 0% | 13F |
| Strategic Wealth Partners, Ltd. | 2,389 | $101,915 | +0% | 13F |
| DEUTSCHE BANK AG\ | 2,354 | $100,422 | -34% | 13F |
| TD Waterhouse Canada Inc. | 2,069 | $88,611 | -1% | 13F |
| WELLS FARGO & COMPANY/MN | 1,944 | $82,714 | 0% | 13F |
| SIGNATUREFD, LLC | 1,521 | $64,886 | +51% | 13F |
| Moerus Capital Management LLC | 1,187 | $50,637 | +0% | 13F |
| CITIGROUP INC | 1,140 | $48,565 | -13% | 13F |
| Russell Investments Group, Ltd. | 951 | $40,512 | -86% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 910 | $38,821 | New | 13F |
| Rockefeller Capital Management L.P. | 544 | $23,207 | -95% | 13F |
| Allworth Financial LP | 434 | $18,515 | -29% | 13F |
| Purpose Unlimited Inc. | 410 | $17,469 | +0% | 13F |
| EverSource Wealth Advisors, LLC | 353 | $15,059 | -58% | 13F |
| Cassaday & Co Wealth Management LLC | 310 | $13,225 | +0% | 13F |
| PNC Financial Services Group, Inc. | 232 | $9,897 | -46% | 13F |
| Global Retirement Partners, LLC | 215 | $9,172 | New | 13F |
| GoodHaven Capital Management, LLC | 204 | $8,703 | +0% | 13F |
| Cornerstone Financial Management LLC | 188 | $8,020 | +116% | 13F |
| Parallel Advisors, LLC | 156 | $6,656 | +13% | 13F |
| HARBOUR INVESTMENTS, INC. | 150 | $6,399 | +0% | 13F |
| Integrated Wealth Concepts LLC | 121 | $5,172 | New | 13F |
| Sterling Capital Management LLC | 117 | $4,991 | +0% | 13F |
| OSAIC HOLDINGS, INC. | 114 | $4,901 | +10% | 13F |
| Steward Partners Investment Advisory, LLC | 60 | $2,560 | +131% | 13F |
| LOUISBOURG INVESTMENTS INC. | 54 | $2,297 | +2% | 13F |
| Financial Perspectives, Inc | 30 | $1,280 | +0% | 13F |
| Investment Research & Advisory Group, Inc. | 22 | $939 | +0% | 13F |
| Heritage Wealth Advisors | 19 | $811 | +0% | 13F |
| Leo H. Evart, Inc. | 18 | $768 | +0% | 13F |
| Quent Capital, LLC | 16 | $683 | +0% | 13F |
| SHP Wealth Management | 15 | $653 | +0% | 13F |
| PRIVATE TRUST CO NA | 15 | $639 | +0% | 13F |
| Physician Wealth Advisors, Inc. | 12 | $512 | +0% | 13F |
| Arax Advisory Partners | 12 | $512 | New | 13F |
| Pacifica Partners Inc. | 7 | $296 | +0% | 13F |
| SANTA MONICA PARTNERS LP | 6,904 | $294 | +0% | 13F |
| ASSETMARK, INC | 6 | $256 | +0% | 13F |
Questions and answers
- How many institutions hold Brookfield Wealth Solutions Ltd.?
- 114 managers reported Brookfield Wealth Solutions Ltd. on Form 13F for the quarter ended 30 June 2026, against 112 the quarter before.
- Who is the largest institutional holder of Brookfield Wealth Solutions Ltd.?
- Partners Value Investments L.P., with 12,320,344 shares worth $526 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Brookfield Wealth Solutions Ltd. in Q2 2026?
- 17 managers reported a new position and 15 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Brookfield Wealth Solutions Ltd., Q2 2026", https://app.tamarly.ai/holders/brookfield-wealth-solutions, built from SEC EDGAR.
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