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Bread Financial Holdings, Inc.

BFH
Exchange
NYSE
Industry
Personal Credit Institutions
SEC CIK
0001101215

In the last 90 days, Bread Financial Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 420 institutions reported holding it in 13F filings for Q2 2026, worth $4.30B in total; no superinvestor holds it.

Other share classesBFH.PABFH.PB

13F holders, Q2 2021

Institutional positions in Bread Financial Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
388
+9 vs. Q1 2021
Shares held
47.8M
+810.0K (+1.7%) vs. Q1 2021
Total value
$4.98B
−$284.7M (−5.4%) vs. Q1 2021
New holders
50
131 more added
Sold out
41
132 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BFH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 388 institutions
Q1 2021: 384 institutionsQ2 2021: 388 institutionsQ3 2021: 359 institutionsQ4 2021: 347 institutionsQ1 2022: 307 institutionsQ2 2022: 288 institutionsQ3 2022: 266 institutionsQ4 2022: 269 institutionsQ1 2023: 257 institutionsQ2 2023: 255 institutionsQ3 2023: 263 institutionsQ4 2023: 271 institutionsQ1 2024: 278 institutionsQ2 2024: 289 institutionsQ3 2024: 328 institutionsQ4 2024: 329 institutionsQ1 2025: 324 institutionsQ2 2025: 339 institutionsQ3 2025: 345 institutionsQ4 2025: 375 institutionsQ1 2026: 389 institutionsQ2 2026: 420 institutions
Value heldQ2 2021: $4.98B
Q1 2021: $5.27BQ2 2021: $4.98BQ3 2021: $4.57BQ4 2021: $3.03BQ1 2022: $2.57BQ2 2022: $1.79BQ3 2022: $1.54BQ4 2022: $1.95BQ1 2023: $1.54BQ2 2023: $1.59BQ3 2023: $1.76BQ4 2023: $1.66BQ1 2024: $1.93BQ2 2024: $2.37BQ3 2024: $2.44BQ4 2024: $3.00BQ1 2025: $2.47BQ2 2025: $2.77BQ3 2025: $2.72BQ4 2025: $3.47BQ1 2026: $3.24BQ2 2026: $4.30B
Institutions holding BFH and their total value by quarter
QuarterHoldersValue
Q2 2026420$4.30B
Q1 2026389$3.24B
Q4 2025375$3.47B
Q3 2025345$2.72B
Q2 2025339$2.77B
Q1 2025324$2.47B
Q4 2024329$3.00B
Q3 2024328$2.44B
Q2 2024289$2.37B
Q1 2024278$1.93B
Q4 2023271$1.66B
Q3 2023263$1.76B
Q2 2023255$1.59B
Q1 2023257$1.54B
Q4 2022269$1.95B
Q3 2022266$1.54B
Q2 2022288$1.79B
Q1 2022307$2.57B
Q4 2021347$3.03B
Q3 2021359$4.57B
Q2 2021388$4.98B
Q1 2021384$5.27B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q1 2021.

Institutions holding BFH in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,523,427$471.3M0.01%−704,150−13.5%Reduced
Vanguard Group Inc4,442,546$462.9M0.01%−54,424−1.2%Reduced
Palestra Capital Management LLC3,368,315$350.9M7.63%+1,644,310+95.4%Added
Redwood Capital Management, LLC1,806,368$188.2M12.29%00.0%Unchanged
Lyrical Asset Management LP1,727,067$179.9M2.18%−174,333−9.2%Reduced
Franklin Resources Inc1,520,861$158.5M0.06%+1,518,757+72,184.3%Added
Southpoint Capital Advisors LP1,500,000$156.3M2.71%00.0%Unchanged
Goldman Sachs Group Inc1,472,950$153.5M0.04%+827,709+128.3%Added
State Street Corp1,284,058$133.8M0.01%+111,054+9.5%Added
Thrivent Financial for Lutherans962,232$100.3M0.20%+52,134+5.7%Added
Turtle Creek Asset Management Inc.921,719$96.0M4.05%+19,850+2.2%Added
Artemis Investment Management LLP861,922$89.9M0.78%−156,637−15.4%Reduced
Northern Trust Corp855,773$89.2M0.02%−31,594−3.6%Reduced
Parametric Portfolio Associates LLC837,200$87.2M0.05%+136,989+19.6%Added
Arctis Global LLC815,622$85.0M20.59%−429,032−34.5%Reduced
Arrowstreet Capital, Limited Partnership789,678$82.3M0.10%+6,100+0.8%Added
Lord, Abbett & Co. LLC760,452$79.2M0.19%+88,089+13.1%Added
Geode Capital Management, LLC665,911$69.4M0.01%+47,689+7.7%Added
Bank of New York Mellon Corp580,498$60.5M0.01%−174,022−23.1%Reduced
Dimensional Fund Advisors LP575,712$60.0M0.02%+63,141+12.3%Added
Vaughan Nelson Investment Management, L.P.573,236$59.7M0.61%+39,082+7.3%Added
Principal Financial Group Inc563,376$58.7M0.04%+272,744+93.8%Added
Morgan Stanley556,687$58.0M0.01%+32,005+6.1%Added
Norges Bank508,440$53.0M0.01%+13,383+2.7%Added
D. E. Shaw & Co., Inc.459,622$47.9M0.06%−304,553−39.9%Reduced
Nuveen Asset Management, LLC440,097$45.9M0.01%+291,474+196.1%Added
Kize Capital LP396,392$41.3M10.45%−21,602−5.2%Reduced
LSV Asset Management395,600$41.2M0.07%+3,500+0.9%Added
Citadel Advisors LLC354,597$36.9M0.04%+322,740+1,013.1%Added
Ninety One UK Ltd349,284$36.4M0.09%−3,520−1.0%Reduced
Charles Schwab Investment Management Inc340,592$35.5M0.01%+3,392+1.0%Added
Ensign Peak Advisors, Inc338,777$35.3M0.07%−108,377−24.2%Reduced
Appaloosa LPSuperinvestorAppaloosa325,000$33.9M0.70%−137,500−29.7%Reduced
Check Capital Management Inc318,267$33.2M2.76%+3,666+1.2%Added
Chicago Capital, LLC261,737$27.3M1.07%−165,723−38.8%Reduced
Wells Fargo & Company256,460$26.7M0.01%−38,585−13.1%Reduced
Invesco Ltd.252,273$26.3M0.01%+139,633+124.0%Added
Nomura Holdings Inc246,039$25.7M0.21%−20,800−7.8%Reduced
AQR Capital Management LLC246,057$25.5M0.04%−31,671−11.4%Reduced
Deutsche Bank AG240,223$25.0M0.01%−306,583−56.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC230,200$24.0M0.12%+5,900+2.6%Added
Point72 Asset Management, L.P.217,901$22.7M0.11%−10,000−4.4%Reduced
Natixis211,902$22.1M0.10%−143,769−40.4%Reduced
Two Sigma Investments, LP203,934$21.2M0.06%−31,172−13.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.194,492$20.3M0.10%+6,277+3.3%Added
Bank of America Corp190,782$19.9M0.00%−49,302−20.5%Reduced
Jupiter Asset Management Ltd185,524$19.3M0.20%−64,509−25.8%Reduced
Putnam Investments LLC178,316$18.6M0.03%−423,533−70.4%Reduced
Hitchwood Capital Management LP176,161$18.4M0.62%+66,161+60.1%Added
Alyeska Investment Group, L.P.169,659$17.7M0.20%−5,882−3.4%Reduced
Alliancebernstein L.P.163,119$17.0M0.01%+83,442+104.7%Added
Robeco Institutional Asset Management B.V.162,217$16.9M0.04%+117,074+259.3%Added
New York State Common Retirement Fund157,611$16.4M0.02%+4,916+3.2%Added
Two Sigma Advisers, LP155,057$16.2M0.04%+84,000+118.2%Added
Mackenzie Financial Corp151,025$15.7M0.02%+8,491+6.0%Added
First Trust Advisors LP143,404$14.9M0.02%−83,769−36.9%Reduced
Retirement Systems of Alabama142,279$14.8M0.05%−5,085−3.5%Reduced
Frontier Capital Management Co LLC137,894$14.4M0.11%−13,511−8.9%Reduced
Royal Bank of Canada136,874$14.3M0.00%+41,450+43.4%Added
Kingdon Capital Management, L.L.C.135,000$14.1M2.15%−31,800−19.1%Reduced
JPMorgan Chase & Co133,735$13.9M0.00%−60,077−31.0%Reduced
Rhumbline Advisers132,898$13.8M0.02%−582−0.4%Reduced
Pacifica Capital Investments, LLC125,220$13.0M4.26%−38,740−23.6%Reduced
Muhlenkamp & Co Inc125,135$13.0M4.78%+215+0.2%Added
UBS Asset Management Americas Inc125,005$13.0M0.01%+4,808+4.0%Added
Thompson Investment Management, Inc.124,174$12.9M1.87%−26,548−17.6%Reduced
Russell Investments Group, Ltd.121,972$12.7M0.02%−49,294−28.8%Reduced
DnB Asset Management AS121,562$12.7M0.08%+20,050+19.8%Added
Brandywine Global Investment Management, LLC113,344$11.8M0.09%−3,462−3.0%Reduced
California Public Employees Retirement System111,744$11.6M0.01%−422−0.4%Reduced
Voloridge Investment Management, LLC110,949$11.6M0.08%−107,403−49.2%Reduced
Snow Capital Management LP110,256$11.5M1.63%+28,183+34.3%Added
Acadian Asset Management LLC104,329$10.9M0.04%−28,342−21.4%Reduced
Swiss National Bank104,023$10.8M0.01%+400+0.4%Added
Schroder Investment Management Group103,498$10.8M0.01%−50,180−32.7%Reduced
Man Group plc101,924$10.6M0.04%−59,427−36.8%Reduced
BNP Paribas Arbitrage, SA100,929$10.5M0.02%+80,017+382.6%Added
Beaconlight Capital, LLC100,792$10.5M4.37%+40,749+67.9%Added
UBS Group AG99,847$10.4M0.00%+4,842+5.1%Added
Legal & General Group Plc93,342$9.73M0.00%−7,487−7.4%Reduced
Storebrand Asset Management AS93,008$9.69M0.05%−13,353−12.6%Reduced
Penn Capital Management Co Inc91,969$9.58M0.93%−5,385−5.5%Reduced
Bank of Nova Scotia91,000$9.48M0.02%+91,000New
American Century Companies Inc90,956$9.48M0.01%+19,445+27.2%Added
American International Group, Inc.88,333$9.20M0.04%−1,691−1.9%Reduced
Ameriprise Financial Inc87,055$9.07M0.00%−3,309−3.7%Reduced
Allianz Asset Management GmbH86,912$9.05M0.01%−28,067−24.4%Reduced
California State Teachers Retirement System85,684$8.93M0.01%+3,330+4.0%Added
State of Tennessee, Treasury Department78,453$8.17M0.03%00.0%Unchanged
Panagora Asset Management Inc77,082$8.03M0.04%−270,585−77.8%Reduced
Duality Advisers, LP73,854$7.70M0.68%+73,854New
Citigroup Inc72,662$7.57M0.01%−3,317−4.4%Reduced
Federated Hermes, Inc.72,484$7.55M0.01%−285−0.4%Reduced
Courant Investment Management LLC72,000$7.50M6.30%00.0%Unchanged
Macquarie Group Ltd71,210$7.42M0.01%+69,815+5,004.7%Added
Barclays PLC66,961$6.98M0.01%−42,108−38.6%Reduced
Pacer Advisors, Inc.63,000$6.56M0.09%+23,737+60.5%Added
Erste Asset Management GmbH64,000$6.56M0.13%00.0%Unchanged
New York State Teachers Retirement System62,215$6.48M0.01%00.0%Unchanged
Avalon Investment & Advisory61,857$6.45M0.14%+30,328+96.2%Added