Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BNT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Partners Value Investments LP | 12.3M | $510.1M | 0.0% | 3.704% | 5.46% |
| 2 | BROOKFIELD ASSET MANAGEMENT INC. | 1.4M | $56.1M | 0.0% | 0.408% | 0.08% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 980K | $40.7M | β | 0.295% | 0.00% |
| 4 | ROYAL BANK OF CANADA | 861K | $35.6M | -2.2% | 0.259% | 0.01% |
| 5 | BANK OF NOVA SCOTIA | 715K | $29.7M | -4.7% | 0.215% | 0.05% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 362K | $15.0M | -2.5% | 0.109% | 0.01% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 323K | $13.4M | β | 0.097% | 0.00% |
| 8 | Alberta Investment Management Corp | 307K | $12.7M | β | 0.092% | 0.08% |
| 9 | MONTRUSCO BOLTON INVESTMENTS INC. | 307K | $12.7M | +30.8% | 0.092% | 0.19% |
| 10 | CANADA PENSION PLAN INVESTMENT BOARD | 215K | $8.9M | 0.0% | 0.065% | 0.01% |
| 11 | CI INVESTMENTS INC. | 190K | $7.9M | +35.5% | 0.057% | 0.04% |
| 12 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 150K | $6.2M | -2.6% | 0.045% | 3.12% |
| 13 | Vanguard Global Advisers, LLC | 118K | $4.9M | β | 0.035% | 0.00% |
| 14 | Legal & General Group Plc | 106K | $4.4M | +1.7% | 0.032% | 0.00% |
| 15 | MACKENZIE FINANCIAL CORP | 98K | $4.1M | -18.4% | 0.030% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 90K | $3.7M | +13.2% | 0.027% | 0.00% |
| 17 | SCHWARTZ INVESTMENT COUNSEL INC | 87K | $3.6M | 0.0% | 0.026% | 0.13% |
| 18 | TORONTO DOMINION BANK | 80K | $3.3M | -16.9% | 0.024% | 0.00% |
| 19 | BANK OF MONTREAL /CAN/ | 49K | $2.0M | +160.3% | 0.015% | 0.00% |
| 20 | Swiss National Bank | 45K | $1.9M | 0.0% | 0.014% | 0.00% |
| 21 | CIBC World Markets Inc. | 45K | $1.9M | -5.3% | 0.013% | 0.00% |
| 22 | TD ASSET MANAGEMENT INC | 45K | $1.9M | -39.0% | 0.013% | 0.00% |
| 23 | LEAVELL INVESTMENT MANAGEMENT, INC. | 37K | $1.5M | 0.0% | 0.011% | 0.06% |
| 24 | Proficio Capital Partners LLC | 36K | $1.5M | 0.0% | 0.011% | 0.08% |
| 25 | SEARLE & CO. | 34K | $1.4M | 0.0% | 0.010% | 0.35% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BNT β a direct measure of their conviction.
Filings activity in BNT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BNT position in Q1 2026
Institutions that fully closed their BNT position in Q1 2026
7 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 108 | +0.9% | 5.37% | 0.33 pp | $806M | 5.7% |
| Q4 2025 | 107 | 10% | 5.70% | +0.13 pp | $855M | +2.2% |
| Q3 2025 | 119 | +9.2% | 5.57% | +0.58 pp | $836M | +12% |
| Q2 2025 | 109 | +5.8% | 4.99% | +0.65 pp | $749M | +15% |
| Q1 2025 | 103 | +1.0% | 4.34% | 0.57 pp | $651M | 12% |
| Q4 2024 | 102 | +3.0% | 4.91% | +0.80 pp | $736M | +19% |
| Q3 2024 | 99 | β | 4.11% | β | $617M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BNT stock.
Based on Q1 2026 13F filings, institutional ownership of Brookfield Wealth Solutions Ltd. stands at 5.4%, held across 108 reporting institutions.
Partners Value Investments LP is the largest reported institutional holder of BNT, with approximately 12,320,344 shares worth $0.51B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BNT.
Our composite Smart Money Score for BNT is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in BNT during Q1 2026, while 22 fully exited. 21 added to existing positions and 62 trimmed.
BNT institutional ownership fell by 0.33 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 91.2% of all reported 13F value in BNT, and the top 25 account for 97.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brookfield Wealth Solutions Ltd. (BNT) Institutional Ownership