BROOKFIELD WEALTH SOLUTIONS BNT
$43.32
+1.3% 52w: $39.06 – $49.44
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data39.0644.2549.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
112
+0 QoQ
13F value
$806.1M
-5.6% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$48K calls / $589K puts
Institutional value by quarter
Number of holders
Who owns BNT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Partners Value Investments L.P. ★3 | Fundamental concentrated | 12.3M | $510.1M | 5.5% | Held |
| BROOKFIELD Corp /ON/ ★2 | Fundamental diversified | 1.4M | $56.1M | 0.1% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 979.7K | $40.7M | 0.0% | — |
| ROYAL BANK OF CANADA | Bank broker | 860.6K | $35.6M | 0.0% | -2.2% |
| BANK OF NOVA SCOTIA | Bank broker | 715.0K | $29.7M | 0.1% | -4.7% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 362.4K | $15.0M | 0.0% | -2.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 323.5K | $13.4M | 0.0% | — |
| Alberta Investment Management Corp | Other | 307.1K | $12.7M | 0.1% | New |
| MONTRUSCO BOLTON INVESTMENTS INC. ★2 | Fundamental diversified | 307.4K | $12.7M | 0.2% | +30.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 215.5K | $8.9M | 0.0% | Held |
| CI INVESTMENTS INC. | Diversified mechanical | 190.2K | $7.9M | 0.0% | +35.5% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | Other | 150.5K | $6.2M | 3.1% | -2.6% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 117.6K | $4.9M | 0.0% | — |
| Legal & General Group Plc | Diversified mechanical | 106.3K | $4.4M | 0.0% | +1.7% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 98.0K | $4.1M | 0.0% | -18.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 89.6K | $3.7M | 0.0% | +13.2% |
| SCHWARTZ INVESTMENT COUNSEL INC | Other | 87.4K | $3.6M | 0.1% | Held |
| TORONTO DOMINION BANK | Bank broker | 80.0K | $3.3M | 0.0% | -16.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 49.1K | $2.0M | 0.0% | +160.3% |
| Swiss National Bank | Index provider | 45.4K | $1.9M | 0.0% | Held |
| CIBC WORLD MARKET INC. | Diversified mechanical | 44.7K | $1.9M | 0.0% | -5.3% |
| TD Asset Management Inc | Diversified mechanical | 44.7K | $1.9M | 0.0% | -39.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 36.8K | $1.5M | 0.1% | Held |
| Proficio Capital Partners LLC | Wealth advisor | 35.6K | $1.5M | 0.1% | Held |
| SEARLE & CO. ★2 | Fundamental diversified | 34.0K | $1.4M | 0.4% | Held |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Other | 30.7K | $1.3M | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 29.4K | $1.2M | 0.0% | +366.5% |
| FMR LLC | Long only active | 28.4K | $1.2M | 0.0% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 27.3K | $1.1M | 0.0% | +69.0% |
| VANGUARD ASSET MANAGEMENT, Ltd | Diversified mechanical | 24.7K | $1.0M | 0.0% | — |
| Broad Run Investment Management, LLC ★3 | Fundamental concentrated | 23.6K | $976K | 0.2% | Held |
| BlackRock, Inc. | Index provider | 22.4K | $927K | 0.0% | +137.6% |
| Nuveen, LLC | Diversified mechanical | 21.7K | $897K | 0.0% | -4.9% |
| UBS Group AG | Bank broker | 19.7K | $814K | 0.0% | -62.8% |
| Belvedere Trading LLC | Wealth advisor | 11.8K | $681K | 0.1% | +254.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 16.4K | $680K | 0.0% | -64.9% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 16.2K | $663K | 0.0% | +38.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 14.6K | $603K | 0.0% | +207.5% |
| OSSIAM | Other | 14.4K | $598K | 0.0% | -2.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.6K | $564K | 0.0% | -35.9% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 12.6K | $524K | 0.0% | +102.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 11.8K | $487K | 0.0% | Held |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 11.5K | $463K | 0.0% | -0.8% |
| Trexquant Investment LP | Diversified mechanical | 10.6K | $438K | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 10.1K | $418K | 0.0% | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Diversified mechanical | 9.4K | $388K | 0.0% | -14.2% |
| JANE STREET GROUP, LLC | Market maker | 8.4K | $346K | 0.0% | +39.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Diversified mechanical | 8.3K | $342K | 0.0% | Held |
| SCOTIA CAPITAL INC. | Other | 8.1K | $325K | 0.0% | New |
| ALLIANCEBERNSTEIN L.P. | Long only active | 6.4K | $292K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding BNT
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD