机构投资人持股和股东
Brookfield Wealth Solutions Ltd. (CA:BNT) 有 151 已向美国证券交易委员会(SEC)提交13D/G或13F表格的机构股东和股东。 这些机构共持有 12,785,937 股股票。 最大股东包括 Partners Value Investments LP, Brookfield Asset Management Inc., Royal Bank Of Canada, Bank Of Nova Scotia, Principal Financial Group Inc, Toronto Dominion Bank, PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3, Ci Investments Inc., Montrusco Bolton Investments Inc., and Td Asset Management Inc .
Brookfield Wealth Solutions Ltd. (TSX:BNT)机构投资人持股结构显示了机构和基金在公司中的当前头寸,以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有(或之前持有)公司5%以上的股份,并打算(或打算)积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 5, 2025 is 92.06 / share. Previously, on September 9, 2024, the share price was 64.13 / share. This represents an increase of 43.55% over that period.
基金情绪分数
基金情绪分数(fka 持股累积分数)找到基金买入最多的股票。它是复杂的多因素量化模型的结果,该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100,数字越大表示对等方的积累水平越高,50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 德肖公司 | 8,465 | 524 | ||||||
2025-08-14 | 13F/A | 巴克莱银行 | 4,034 | -0.98 | 0 | |||||
2025-04-16 | 13F | 财富增值咨询服务有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 15 | 0.00 | 1 | |||||
2025-05-15 | 13F | 灰鹰投资策略公司 | 19 | 0.00 | 1 | -100.00 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 19 | 72.73 | 1 | |||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 267 | 17 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 42,402 | 2,620 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | 13,246 | -51.11 | 818 | -42.11 | ||||
2025-04-16 | 13F | 农商投资公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 11 | 1 | ||||||
2025-08-11 | 13F | 遗产财富顾问 | 13 | 0.00 | 1 | |||||
2025-08-07 | 13F | 塞尔公司 | 22,654 | 0.00 | 1,400 | 18.36 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 2,478 | 2.74 | 153 | 19.53 | ||||
2025-04-10 | NP | GOODX - GoodHaven 基金 | 252 | 0.00 | 15 | -6.67 | ||||
2025-08-14 | 13F | 博朗投资管理有限公司 | 15,721 | 0.00 | 971 | 18.41 | ||||
2025-07-25 | NP | FNDC - 嘉信基本国际小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,165 | -7.22 | 1,354 | -6.81 | ||||
2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 21,748 | -0.59 | 1,344 | 17.70 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,041 | 64 | ||||||
2025-07-29 | NP | John Hancock Funds II - 国际战略股票配置基金类别资产净值 | 788 | 3.68 | 46 | 4.55 | ||||
2025-05-15 | 13F | CSS 有限公司/il | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 1 | 0.00 | 0 | |||||
2025-07-24 | 13F | 路易斯堡投资公司 | 39 | 0.00 | 2 | 0.00 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 231 | 4.05 | 14 | 27.27 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,593 | 98 | ||||||
2025-06-26 | NP | HFCSX - 轩尼诗焦点基金投资者类别 | 15,721 | 0.00 | 844 | -12.37 | ||||
2025-08-11 | 13F | 莫鲁斯资本管理有限公司 | 971 | 0.00 | 60 | 20.00 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 487 | 7.74 | 30 | 30.43 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 | 3,667 | 0.00 | 227 | 18.32 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 百达资产管理控股公司 | 3,266 | -20.96 | 201 | -6.51 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 96,488 | 0.00 | 5,968 | 18.37 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 75,913 | -70.55 | 4,670 | -65.28 | ||||
2025-08-11 | 13F | 花旗集团 | 771 | -1.66 | 48 | 17.50 | ||||
2025-07-28 | 13F | 港口投资公司 | 117 | 0.00 | 7 | 16.67 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 166,736 | 2.88 | 10,278 | 21.41 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 8,630 | 49.57 | 488 | 62.67 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 63,217 | -0.76 | 3,906 | 17.51 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-12 | 13F | Ci投资公司 | 150,677 | -5.75 | 9 | 12.50 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 15,710 | -7.67 | 971 | 9.22 | ||||
2025-07-25 | 13F | CWM有限公司 | 73 | 0.00 | 0 | |||||
2025-08-21 | NP | 动力学投资组合信托 - 动力学市场机会投资组合 | 4,617 | 0.00 | 285 | 18.75 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 麦肯齐金融公司 | 59,021 | 12.57 | 3,651 | 33.26 | ||||
2025-07-25 | 13F | 蒙特鲁斯科博尔顿投资公司 | 134,655 | -20.15 | 8,307 | -5.71 | ||||
2025-08-28 | NP | SPDW - SPDR(R) 投资组合发达国家(美国除外)ETF | 11,583 | 3.17 | 715 | 21.84 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 5 | 0.00 | 0 | |||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 4,100 | 0.00 | 253 | 18.78 | ||||
2025-07-28 | NP | AVDE - Avantis 国际股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | 0.00 | 176 | 1.16 | ||||
2025-03-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 全球(美国除外)目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 907 | 0.00 | 56 | 14.58 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 36,086 | 0.00 | 2,231 | 18.30 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 4,303 | 266 | ||||||
2025-08-20 | NP | HWTIX - 国际小盘多元化价值基金 Z 类 | 370 | 12.12 | 23 | 29.41 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 2 | 0.00 | 0 | |||||
2025-08-14 | 13F | 富国银行/百万 | 1,376 | 0.22 | 85 | 19.72 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 586,952 | -4.16 | 36,262 | 13.48 | ||||
2025-07-08 | 13F | NBC 证券公司 | 1,708 | -1.10 | 0 | |||||
2025-07-22 | NP | GXUS - 高盛 MarketBeta(R) 总体国际股票 ETF | 584 | 34 | ||||||
2025-06-26 | NP | FTIHX - 富达总体国际指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,304 | 0.00 | 501 | -11.80 | ||||
2025-08-11 | 13F | FSA财富管理有限责任公司 | 2 | 0 | ||||||
2025-08-13 | 13F | 圣莫尼卡合伙公司 | 4,603 | 0.00 | 0 | |||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 75,243 | -73.90 | 4,654 | -69.11 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 53 | 0.00 | 3 | 50.00 | ||||
2025-08-06 | 13F | 布鲁尼合资公司/co | 7,550 | -19.33 | 466 | -4.51 | ||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,942 | 114 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 21 | 0.00 | 1 | 0.00 | ||||
2025-07-28 | NP | AVDS - Avantis 国际小盘股 ETF | 1,143 | 80.57 | 67 | 83.33 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 37,500 | -1.57 | 2,309 | 15.91 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 1,396 | -5.42 | 86 | 11.69 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 9 | 0.00 | 1 | |||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 10,014 | -32.72 | 619 | -20.33 | ||||
2025-04-23 | 13F | JCIC资产管理公司 | 5 | 0.00 | 0 | |||||
2025-08-06 | 13F | 北方资本有限公司 | 3 | 0.00 | 0 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 5,868 | 363 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 18,756 | 21.37 | 1,159 | 43.67 | ||||
2025-08-29 | NP | MFDX - PIMCO RAFI 动态多因素国际股票 ETF | 2,920 | 2.03 | 181 | 20.81 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7 | 133.33 | 0 | |||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,350 | 207 | ||||||
2025-07-25 | 13F | Lincluden管理有限公司 | 1,117 | -22.86 | 0 | |||||
2025-08-12 | 13F | Nuveen有限责任公司 | 16,197 | -98.30 | 999 | -52.16 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | 高盛集团公司 | 54,870 | 13.44 | 3,390 | 34.32 | ||||
2025-06-30 | NP | PDN - Invesco FTSE RAFI 发达市场(美国除外)中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 772 | -89.63 | 41 | -86.33 | ||||
2025-03-31 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,086 | 0.00 | 128 | 15.45 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2 | 0.00 | 0 | |||||
2025-08-14 | 13F | 瑞银集团 | 53,085 | -19.56 | 3,280 | -4.76 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 4,417 | 0.00 | 273 | 18.26 | ||||
2025-05-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 156,328 | 0.00 | 8,389 | -12.38 | ||||
2025-08-12 | 13F | 贝莱德公司 | 89 | 0.00 | 5 | 25.00 | ||||
2025-08-14 | 13F | 李约瑟投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-27 | NP | FDT - First Trust 发达市场(美国除外)AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,541 | 1.59 | 917 | -7.75 | ||||
2025-08-13 | 13F | GoodHaven 资本管理有限责任公司 | 144 | -63.64 | 9 | -60.00 | ||||
2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 39 | 0.00 | 2 | 0.00 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 99 | -29.29 | 6 | -14.29 | ||||
2025-07-21 | 13F | 山顶国家银行 | 2 | 0 | ||||||
2025-07-28 | NP | AVDVX - Avantis 国际小型价值基金机构级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,300 | 15.87 | 428 | 16.99 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 71 | 0.00 | 0 | |||||
2025-07-24 | 13F | Tandem 资本管理公司 /adv | 108,074 | -0.15 | 6,677 | 18.22 | ||||
2025-06-26 | NP | DISV - Dimensional International 小盘价值 ETF | 1,072 | -15.99 | 58 | -26.92 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 1 | 0.00 | 0 | |||||
2025-08-01 | 13F | 贝西默集团公司 | 173 | 0.00 | 0 | |||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 7,500 | -15.73 | 463 | -0.22 | ||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 美国合众银行\de\ | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 纽约梅隆银行 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 摩根大通公司 | 1,215 | 1,235.16 | 75 | 1,775.00 | ||||
2025-08-14 | 13F | 伍德布里奇有限公司 | 2,034 | 126 | ||||||
2025-07-30 | 13F | 财务视角公司 | 22 | 0.00 | 1 | 0.00 | ||||
2025-07-23 | 13F | Triasima 投资组合管理公司 | 25,022 | -19.16 | 1,544 | -4.58 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 4,773 | 8.85 | 294 | 28.38 | ||||
2025-07-28 | NP | AVDEX - Avantis 国际股票基金机构类 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 811 | 0.00 | 48 | 2.17 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 62,769 | 400.59 | 3,873 | 491.15 | ||||
2025-08-29 | NP | 加贝利股息和收入信托 | 196 | 0.00 | 12 | 20.00 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1 | 0 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 23,726 | 0.00 | 1,466 | 18.34 | ||||
2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 58,969 | 0.00 | 3,414 | 0.09 | ||||
2025-08-14 | 13F | Sagard 控股管理公司 | 19 | 1 | ||||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 19 | 0.00 | 1 | |||||
2025-06-24 | NP | SFILX - 嘉信基本国际小公司指数基金机构股票 | 4,954 | 12.26 | 267 | -1.12 | ||||
2025-08-15 | 13F | 摩根士丹利 | 16,852 | 0.71 | 1,041 | 19.24 | ||||
2025-08-26 | NP | AVEAX - 万福玛丽亚聚焦基金 | 84,720 | 0.00 | 5,234 | 18.42 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 78 | 0.00 | 5 | 0.00 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 41 | 0.00 | 3 | 0.00 | ||||
2025-08-21 | NP | 动力学投资组合信托 - 动力学全球投资组合 | 232 | 0.00 | 14 | 16.67 | ||||
2025-08-11 | 13F | 先锋集团公司 | 16,532 | -4.55 | 1,022 | 12.82 | ||||
2025-05-08 | 13F | 吉诺斯财富管理公司 | 10 | 1 | ||||||
2025-07-23 | 13F | 壳牌资产管理公司 | 1,168 | 1.13 | 0 | |||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 2 | 0.00 | 0 | |||||
2025-08-08 | 13F | Geode资本管理有限公司 | 14,173 | -36.00 | 948 | -33.15 | ||||
2025-04-25 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 6,367 | 0.36 | 393 | 18.73 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 300 | -78.57 | 19 | -75.34 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 275,828 | -2.13 | 17,041 | 15.87 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 132 | 0.00 | 8 | 14.29 | ||||
2025-06-26 | NP | DFSI - Dimensional International Sustainability Core 1 ETF | 133 | 0.00 | 7 | -12.50 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 6,440 | 0.00 | 373 | 0.00 | ||||
2025-07-29 | 13F | 私人信托公司 | 12 | 0.00 | 1 | |||||
2025-08-12 | 13F | MAI资本管理 | 6 | 0.00 | 0 | |||||
2025-07-28 | 13F | 道明资产管理公司 | 112,106 | 183.78 | 6,916 | 235.08 | ||||
2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 科维斯特有限公司 | 2 | 0.00 | 0 | |||||
2025-06-26 | NP | DFIS - 维度国际小型股 ETF | 728 | 113.49 | 39 | 116.67 | ||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 1,826 | 0.00 | 113 | 17.89 | ||||
2025-06-26 | NP | DFIC - 维度国际核心股票 2 ETF | 1,521 | 0.00 | 82 | -12.90 | ||||
2025-06-26 | NP | IXUS - iShares Core MSCI Total International Stock ETF | 26,130 | 0.67 | 1,407 | -11.29 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 500,014 | 0.00 | 30,901 | 18.25 | ||||
2025-08-15 | 13F | 价值投资有限合伙人 | 8,213,563 | 0.00 | 507,434 | 18.40 | ||||
2025-06-26 | NP | IDEV - iShares 核心 MSCI 国际发达市场 ETF | 29,667 | 9.67 | 1,598 | -3.39 | ||||
2025-03-28 | NP | DFAX - Dimensional World 前美国核心股票 2 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 8,777 | 28.66 | 542 | 51.97 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 45 | 3 | ||||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 6,687 | 413 | ||||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,776 | -16.27 | 110 | 15.96 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 301 | 5.24 | 19 | 28.57 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 903,843 | 0.00 | 55,839 | 18.40 | ||||
2025-07-28 | NP | AVDV - Avantis 国际小盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,985 | 0.00 | 1,288 | 1.02 | ||||
2025-05-15 | 13F | 法国巴黎银行 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CIBC 世界市场公司 | 33,317 | -3.10 | 2,061 | 14.69 | ||||
2025-08-28 | NP | SSGVX - 道富环球股票(美国除外)指数投资组合 道富环球全盘股票(美国除外)指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,807 | 172.08 | 790 | 222.45 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 744 | 0.00 | 46 | 18.42 | ||||
2025-07-30 | 13F | 施瓦茨投资顾问公司 | 84,720 | 0.00 | 5,234 | 18.42 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 26,025 | 0.00 | 1,608 | 18.42 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 143 | 0.00 | 0 |