Brookfield Wealth Solutions Ltd. (BNT) — Institutional Holders, Q2 2026
116 institutional investment managers reported a BNT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $821.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BNT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- UBS Group AGAdded · +80,759 sh+$3.4M
- DIMENSIONAL FUND ADVISORSNew · +62,106 sh+$2.6M
- BANK OF MONTREALAdded · +46,356 sh+$2.0M
- BANK OF NOVA SCOTIAAdded · +35,000 sh+$1.5M
- CANADA PENSION PLAN INVESTMENT BOARDAdded · +28,635 sh+$1.2M
Biggest sellers
- Alberta Investment ManagementSold out · -307,050 sh-$13.1M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -202,466 sh-$8.6M
- MONTRUSCO BOLTON INVESTMENTSTrimmed · -128,208 sh-$5.5M
- CI INVESTMENTSTrimmed · -127,904 sh-$5.5M
- VANGUARD FIDUCIARYTrimmed · -88,130 sh-$3.8M
BNT 13F holders ranked 1–100 of 116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Partners Value Investments L.P.#1 · 12,320,344 sh | 12,320,344 | $525.6M | 5.37% | 0.0% |
| 2 | BROOKFIELD#2 · 1,355,764 sh | 1,355,764 | $57.8M | 0.08% | 0.0% |
| 3 | ROYAL BANK OF CANADA#3 · 859,918 sh | 859,918 | $36.7M | <0.01% | -0.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 777,219 sh | 777,219 | $33.1M | <0.01% | -20.7% |
| 5 | BANK OF NOVA SCOTIA#5 · 750,004 sh | 750,004 | $32.0M | 0.05% | +4.9% |
| 6 | NORGES BANK#6 · 348,251 sh | 348,251 | $14.8M | <0.01% | — |
| 7 | PRINCIPAL FINANCIAL GROUP#7 · 347,428 sh | 347,428 | $14.8M | <0.01% | -4.1% |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD#8 · 244,096 sh | 244,096 | $10.4M | <0.01% | +13.3% |
| 9 | VANGUARD FIDUCIARY#9 · 235,321 sh | 235,321 | $10.0M | <0.01% | -27.2% |
| 10 | MONTRUSCO BOLTON INVESTMENTS#10 · 179,200 sh | 179,200 | $7.6M | — | -41.7% |
| 11 | MACKENZIE FINANCIAL#11 · 106,909 sh | 106,909 | $6.5M | <0.01% | +9.1% |
| 12 | TANDEM CAPITAL MANAGEMENT#12 · 149,575 sh | 149,575 | $6.4M | — | -0.6% |
| 13 | Legal & General Group Plc#13 · 106,364 sh | 106,364 | $4.5M | <0.01% | +0.1% |
| 14 | UBS Group AG#14 · 100,432 sh | 100,432 | $4.3M | <0.01% | +410.5% |
| 15 | BANK OF MONTREAL#15 · 95,451 sh | 95,451 | $4.1M | <0.01% | +94.4% |
| 16 | SCHWARTZ INVESTMENT COUNSEL#16 · 90,954 sh | 90,954 | $3.9M | — | +4.1% |
| 17 | Vanguard Global Advisers#17 · 87,673 sh | 87,673 | $3.7M | <0.01% | -25.4% |
| 18 | GOLDMAN SACHS GROUP#18 · 81,025 sh | 81,025 | $3.5M | <0.01% | -9.6% |
| 19 | TORONTO DOMINION BANK#19 · 76,416 sh | 76,416 | $3.3M | <0.01% | -4.5% |
| 20 | CI INVESTMENTS#20 · 62,304 sh | 62,304 | $2.7M | <0.01% | -67.2% |
| 21 | DIMENSIONAL FUND ADVISORS#21 · 62,106 sh | 62,106 | $2.6M | <0.01% | New |
| 22 | CIBC WORLD MARKET#22 · 55,047 sh | 55,047 | $2.3M | <0.01% | +23.3% |
| 23 | TD ASSET MANAGEMENT#23 · 46,771 sh | 46,771 | $2.0M | <0.01% | +4.6% |
| 24 | MORGAN STANLEY#24 · 40,798 sh | 40,798 | $1.7M | <0.01% | +38.9% |
| 25 | Swiss National Bank#25 · 39,550 sh | 39,550 | $1.7M | <0.01% | -12.8% |
| 26 | LEAVELL INVESTMENT MANAGEMENT#26 · 35,909 sh | 35,909 | $1.5M | 0.06% | -2.4% |
| 27 | Proficio Capital Partners#27 · 35,589 sh | 35,589 | $1.5M | 0.05% | 0.0% |
| 28 | JPMORGAN CHASE#28 · 34,621 sh | 34,621 | $1.5M | <0.01% | +468.2% |
| 29 | SEARLE#29 · 33,980 sh | 33,980 | $1.4M | 0.33% | 0.0% |
| 30 | HORIZON KINETICS ASSET MANAGEMENT#30 · 30,730 sh | 30,730 | $1.3M | 0.01% | 0.0% |
| 31 | TWO SIGMA INVESTMENTS#31 · 28,759 sh | 28,759 | $1.2M | <0.01% | +185.0% |
| 32 | BlackRock#32 · 27,172 sh | 27,172 | $1.2M | 0.00% | +21.4% |
| 33 | D. E. Shaw#33 · 26,598 sh | 26,598 | $1.1M | <0.01% | New |
| 34 | FMR#34 · 25,687 sh | 25,687 | $1.1M | 0.00% | -9.6% |
| 35 | CITADEL ADVISORS#35 · 25,220 sh | 25,220 | $1.1M | <0.01% | -7.6% |
| 36 | VANGUARD ASSET MANAGEMENT, Ltd#36 · 23,859 sh | 23,859 | $1.0M | <0.01% | -3.4% |
| 37 | Broad Run Investment Management#37 · 23,581 sh | 23,581 | $1.0M | 0.15% | 0.0% |
| 38 | Nuveen#38 · 18,025 sh | 18,025 | $767.9K | <0.01% | -16.9% |
| 39 | GEODE CAPITAL MANAGEMENT#39 · 17,103 sh | 17,103 | $727.1K | 0.00% | +4.2% |
| 40 | BANK OF AMERICA#40 · 13,586 sh | 13,586 | $579.6K | 0.00% | -0.3% |
| 41 | Point72 Asset Management, L.P.#41 · 10,945 sh | 10,945 | $466.0K | <0.01% | New |
| 42 | RENAISSANCE TECHNOLOGIES#42 · 10,800 sh | 10,800 | $460.7K | <0.01% | -14.6% |
| 43 | Trexquant Investment#43 · 10,583 sh | 10,583 | $451.5K | <0.01% | 0.0% |
| 44 | Federation des caisses Desjardins du Quebec#44 · 11,473 sh | 11,473 | $445.2K | <0.01% | -0.4% |
| 45 | Zurcher Kantonalbank (Zurich Cantonalbank)#45 · 9,365 sh | 9,365 | $399.5K | <0.01% | 0.0% |
| 46 | Sequoia Financial Advisors#46 · 9,054 sh | 9,054 | $386.2K | <0.01% | -37.8% |
| 47 | Police & Firemen's Retirement System of New Jersey#47 · 8,709 sh | 8,709 | $371.0K | <0.01% | 0.0% |
| 48 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#48 · 8,487 sh | 8,487 | $361.5K | <0.01% | +2.7% |
| 49 | XTX Topco Ltd#49 · 7,266 sh | 7,266 | $310.0K | <0.01% | +30.6% |
| 50 | SCOTIA CAPITAL#50 · 7,239 sh | 7,239 | $308.8K | <0.01% | -10.4% |
| 51 | Vanguard Personalized Indexing Management#51 · 6,995 sh | 6,995 | $298.4K | <0.01% | +15.9% |
| 52 | SANTA MONICA PARTNERS#52 · 6,904 sh | 6,904 | $294.0K | — | 0.0% |
| 53 | BRUNI J V#53 · 6,828 sh | 6,828 | $291.3K | 0.03% | -2.5% |
| 54 | OSSIAM#54 · 6,692 sh | 6,692 | $285.1K | <0.01% | -53.7% |
| 55 | CAPTRUST FINANCIAL ADVISORS#55 · 6,631 sh | 6,631 | $282.9K | <0.01% | 0.0% |
| 56 | Amundi#56 · 6,563 sh | 6,563 | $280.0K | <0.01% | New |
| 57 | Vanguard Investments Australia, Ltd.#57 · 6,556 sh | 6,556 | $279.4K | <0.01% | 0.0% |
| 58 | ALLIANCEBERNSTEIN L.P.#58 · 6,362 sh | 6,362 | $263.4K | <0.01% | 0.0% |
| 59 | NATIONAL BANK OF CANADA#59 · 5,575 sh | 5,575 | $211.5K | <0.01% | -65.6% |
| 60 | MILLENNIUM MANAGEMENT#60 · 4,846 sh | 4,846 | $206.2K | <0.01% | New |
| 61 | Waverly Advisors#61 · 4,728 sh | 4,728 | $201.7K | <0.01% | New |
| 62 | BECKER CAPITAL MANAGEMENT#62 · 4,725 sh | 4,725 | $201.6K | <0.01% | New |
| 63 | Farther Finance Advisors#63 · 3,002 sh | 3,002 | $128.1K | — | 0.0% |
| 64 | Northwest & Ethical Investments L.P.#64 · 2,564 sh | 2,564 | $109.1K | <0.01% | +40.6% |
| 65 | NBC SECURITIES#65 · 2,542 sh | 2,542 | $108.5K | — | -0.1% |
| 66 | Strategic Wealth Partners, Ltd.#66 · 2,389 sh | 2,389 | $101.9K | <0.01% | 0.0% |
| 67 | DEUTSCHE BANK AG\#67 · 2,354 sh | 2,354 | $100.4K | 0.00% | -33.8% |
| 68 | TD Waterhouse Canada#68 · 2,069 sh | 2,069 | $88.6K | — | -1.4% |
| 69 | WELLS FARGO & COMPANY#69 · 1,944 sh | 1,944 | $82.7K | 0.00% | -0.3% |
| 70 | SIGNATUREFD#70 · 1,521 sh | 1,521 | $64.9K | — | +51.5% |
| 71 | Moerus Capital Management#71 · 1,187 sh | 1,187 | $50.6K | 0.02% | 0.0% |
| 72 | CITIGROUP#72 · 1,140 sh | 1,140 | $48.6K | 0.00% | -12.7% |
| 73 | Russell Investments Group, Ltd.#73 · 951 sh | 951 | $40.5K | 0.00% | -86.0% |
| 74 | BNP PARIBAS FINANCIAL MARKETS#74 · 910 sh | 910 | $38.8K | 0.00% | New |
| 75 | Rockefeller Capital Management L.P.#75 · 544 sh | 544 | $23.2K | 0.00% | -95.4% |
| 76 | Allworth Financial#76 · 434 sh | 434 | $18.5K | <0.01% | -29.1% |
| 77 | Purpose Unlimited#77 · 410 sh | 410 | $17.5K | <0.01% | 0.0% |
| 78 | EverSource Wealth Advisors#78 · 353 sh | 353 | $15.1K | <0.01% | -92.9% |
| 79 | Cassaday & Wealth Management#79 · 310 sh | 310 | $13.2K | — | 0.0% |
| 80 | PNC FINANCIAL SERVICES GROUP#80 · 232 sh | 232 | $9.9K | 0.00% | -45.8% |
| 81 | Global Retirement Partners#81 · 215 sh | 215 | $9.2K | <0.01% | — |
| 82 | BESSEMER GROUP#82 · 218 sh | 218 | $9.0K | 0.00% | -15.8% |
| 83 | GoodHaven Capital Management#83 · 204 sh | 204 | $8.7K | <0.01% | 0.0% |
| 84 | Cornerstone Financial Management#84 · 188 sh | 188 | $8.0K | <0.01% | +116.1% |
| 85 | Parallel Advisors#85 · 156 sh | 156 | $6.7K | <0.01% | +13.0% |
| 86 | HARBOUR INVESTMENTS#86 · 150 sh | 150 | $6.4K | <0.01% | 0.0% |
| 87 | Integrated Wealth Concepts#87 · 121 sh | 121 | $5.2K | 0.00% | New |
| 88 | Sterling Capital Management#88 · 117 sh | 117 | $5.0K | — | 0.0% |
| 89 | OSAIC#89 · 114 sh | 114 | $4.9K | 0.00% | +9.6% |
| 90 | Beutel, Goodman & Ltd.#90 · 106 sh | 106 | $4.0K | 0.00% | 0.0% |
| 91 | Steward Partners Investment Advisory#91 · 60 sh | 60 | $2.6K | 0.00% | +130.8% |
| 92 | LOUISBOURG INVESTMENTS#92 · 54 sh | 54 | $2.3K | — | +1.9% |
| 93 | Financial Perspectives#93 · 30 sh | 30 | $1.3K | <0.01% | 0.0% |
| 94 | Investment Research & Advisory Group#94 · 22 sh | 22 | $939.00 | — | 0.0% |
| 95 | Heritage Wealth Advisors#95 · 19 sh | 19 | $811.00 | 0.00% | 0.0% |
| 96 | Leo H. Evart#96 · 18 sh | 18 | $768.00 | <0.01% | 0.0% |
| 97 | Quent Capital#97 · 16 sh | 16 | $683.00 | 0.00% | 0.0% |
| 98 | SHP Wealth Management#98 · 15 sh | 15 | $653.00 | 0.00% | 0.0% |
| 99 | PRIVATE NA#99 · 15 sh | 15 | $639.00 | — | 0.0% |
| 100 | SRS Capital Advisors#100 · 12 sh | 12 | $512.00 | 0.00% | New |
Funds that sold out of BNT in Q2 2026 (12)
Held BNT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Alberta Investment Management307,050 sh | 307,050 | $12.7M |
| Belvedere Trading11,796 sh | 11,796 | $681.2K |
| JANE STREET GROUP8,353 sh | 8,353 | $345.8K |
| HRT FINANCIAL5,541 sh | 5,541 | $229.0K |
| Invesco Ltd.4,935 sh | 4,935 | $204.3K |
| MAI Capital Management2,793 sh | 2,793 | $115.6K |
| QUADRANT CAPITAL GROUP136 sh | 136 | $51.8K |
| BARCLAYS PLC21 sh | 21 | $869.00 |
| Advisory Services Network10 sh | 10 | $414.00 |
| Scarborough Advisors1 sh | 1 | $42.00 |
| Root Financial Partners1 sh | 1 | $41.00 |
| Nemes Rush Group1 sh | 1 | $41.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.