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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, Q3 2021

Institutional positions in Bread Financial Holdings, Inc. as of Sep 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
359
−23 vs. Q2 2021
Shares held
45.3M
−2.39M (−5.0%) vs. Q2 2021
Total value
$4.57B
−$401.4M (−8.1%) vs. Q2 2021
New holders
39
116 more added
Sold out
62
135 more reduced

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 359 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 heldQ3 2021: $4.57B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q2 2021.

Institutions holding BFH in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,456,034$449.6M0.01%−67,393−1.5%Reduced
Vanguard Group Inc4,441,158$448.1M0.01%−1,3880.0%Reduced
Palestra Capital Management LLC3,514,505$354.6M7.66%+146,190+4.3%Added
Franklin Resources Inc3,395,532$342.6M0.13%+1,874,671+123.3%Added
Lyrical Asset Management LP1,689,288$170.4M2.19%−37,779−2.2%Reduced
Southpoint Capital Advisors LP1,325,000$133.7M2.85%−175,000−11.7%Reduced
State Street Corp1,293,846$130.5M0.01%+9,788+0.8%Added
Thrivent Financial for Lutherans1,050,341$106.0M0.22%+88,109+9.2%Added
Turtle Creek Asset Management Inc.1,018,089$102.7M3.92%+96,370+10.5%Added
Dimensional Fund Advisors LP878,216$88.6M0.03%+302,504+52.5%Added
Artemis Investment Management LLP814,507$82.1M0.65%−47,415−5.5%Reduced
Geode Capital Management, LLC759,300$76.6M0.01%+93,389+14.0%Added
Arctis Global LLC746,241$75.3M23.74%−69,381−8.5%Reduced
Redwood Capital Management, LLC674,276$68.0M5.22%−1,132,092−62.7%Reduced
Allianz Asset Management GmbH667,469$67.3M0.06%+580,557+668.0%Added
Bank of New York Mellon Corp600,740$60.6M0.01%+20,242+3.5%Added
Vaughan Nelson Investment Management, L.P.587,545$59.3M0.60%+14,309+2.5%Added
Lord, Abbett & Co. LLC538,618$54.3M0.13%−221,834−29.2%Reduced
Norges Bank508,440$51.3M0.01%00.0%Unchanged
Parametric Portfolio Associates LLC504,337$50.9M0.03%−332,863−39.8%Reduced
Point72 Asset Management, L.P.461,329$46.5M0.22%+243,428+111.7%Added
Nuveen Asset Management, LLC442,727$44.7M0.01%+2,630+0.6%Added
Northern Trust Corp442,059$44.6M0.01%−413,714−48.3%Reduced
Morgan Stanley437,892$44.2M0.01%−118,795−21.3%Reduced
D. E. Shaw & Co., Inc.434,371$43.8M0.06%−25,251−5.5%Reduced
LSV Asset Management406,200$41.0M0.07%+10,600+2.7%Added
AQR Capital Management LLC366,557$37.0M0.07%+120,500+49.0%Added
Kize Capital LP363,223$36.6M10.80%−33,169−8.4%Reduced
Arrowstreet Capital, Limited Partnership343,249$34.6M0.04%−446,429−56.5%Reduced
Charles Schwab Investment Management Inc340,099$34.3M0.01%−493−0.1%Reduced
Ninety One UK Ltd336,781$34.0M0.09%−12,503−3.6%Reduced
Ensign Peak Advisors, Inc327,582$33.0M0.07%−11,195−3.3%Reduced
Check Capital Management Inc317,057$32.0M2.74%−1,210−0.4%Reduced
Neuberger Berman Group LLC323,977$31.9M0.03%+323,977New
Appaloosa LPSuperinvestorAppaloosa309,000$31.2M0.74%−16,000−4.9%Reduced
Wells Fargo & Company300,235$30.3M0.01%+43,775+17.1%Added
Goldman Sachs Group Inc292,977$29.6M0.01%−1,179,973−80.1%Reduced
Principal Financial Group Inc269,126$27.2M0.02%−294,250−52.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC245,700$24.8M0.12%+15,500+6.7%Added
Chicago Capital, LLC242,502$24.5M0.93%−19,235−7.3%Reduced
Invesco Ltd.231,768$23.4M0.01%−20,505−8.1%Reduced
First Trust Advisors LP211,208$21.3M0.02%+67,804+47.3%Added
Bank of America Corp210,845$21.3M0.00%+20,063+10.5%Added
Alyeska Investment Group, L.P.194,888$19.7M0.24%+25,229+14.9%Added
Deutsche Bank AG172,550$17.4M0.01%−67,673−28.2%Reduced
New York State Common Retirement Fund163,956$16.5M0.02%+6,345+4.0%Added
Putnam Investments LLC163,386$16.5M0.03%−14,930−8.4%Reduced
Nomura Holdings Inc151,658$15.8M0.12%−94,381−38.4%Reduced
Citadel Advisors LLC154,710$15.6M0.02%−199,887−56.4%Reduced
Easterly Investment Partners LLC152,225$15.4M1.04%+152,225New
DnB Asset Management AS143,720$14.5M0.09%+22,158+18.2%Added
Retirement Systems of Alabama141,924$14.3M0.05%−355−0.2%Reduced
Russell Investments Group, Ltd.140,049$14.1M0.02%+18,077+14.8%Added
Pacifica Capital Investments, LLC136,790$13.8M4.46%+11,570+9.2%Added
Rhumbline Advisers131,169$13.2M0.02%−1,729−1.3%Reduced
Kingdon Capital Management, L.L.C.130,000$13.1M2.30%−5,000−3.7%Reduced
UBS Asset Management Americas Inc127,361$12.8M0.01%+2,356+1.9%Added
Thompson Investment Management, Inc.125,129$12.6M1.88%+955+0.8%Added
Muhlenkamp & Co Inc124,920$12.6M4.84%−215−0.2%Reduced
Penn Capital Management Co Inc120,597$12.2M1.23%+28,628+31.1%Added
California Public Employees Retirement System114,520$11.6M0.01%+2,776+2.5%Added
JPMorgan Chase & Co113,445$11.4M0.00%−20,290−15.2%Reduced
Schroder Investment Management Group107,573$10.9M0.02%+4,075+3.9%Added
Acadian Asset Management LLC106,943$10.8M0.04%+2,614+2.5%Added
American Century Companies Inc105,096$10.6M0.01%+14,140+15.5%Added
Brandywine Global Investment Management, LLC104,635$10.6M0.08%−8,709−7.7%Reduced
Swiss National Bank104,323$10.5M0.01%+300+0.3%Added
Legal & General Group Plc100,535$10.1M0.00%+7,193+7.7%Added
BNP Paribas Arbitrage, SA96,353$9.72M0.02%−4,576−4.5%Reduced
Storebrand Asset Management AS93,497$9.43M0.05%+489+0.5%Added
Beaconlight Capital, LLC90,457$9.13M4.62%−10,335−10.3%Reduced
Two Sigma Advisers, LP85,777$8.65M0.02%−69,280−44.7%Reduced
American International Group, Inc.85,691$8.64M0.05%−2,642−3.0%Reduced
Citigroup Inc84,860$8.56M0.01%+12,198+16.8%Added
Frontier Capital Management Co LLC83,900$8.46M0.07%−53,994−39.2%Reduced
Natixis82,831$8.36M0.03%−129,071−60.9%Reduced
California State Teachers Retirement System82,416$8.31M0.01%−3,268−3.8%Reduced
Pacer Advisors, Inc.82,194$8.29M0.11%+19,194+30.5%Added
Erste Asset Management GmbH80,000$8.22M0.16%+16,000+25.0%Added
Ameriprise Financial Inc80,640$8.14M0.00%−6,415−7.4%Reduced
Mirabella Financial Services LLP77,666$7.83M1.03%+77,666New
Alliancebernstein L.P.77,448$7.81M0.00%−85,671−52.5%Reduced
Public Employees Retirement System of Ohio72,773$7.34M0.03%+44,375+156.3%Added
Federated Hermes, Inc.72,715$7.34M0.01%+231+0.3%Added
Courant Investment Management LLC72,000$7.26M6.13%00.0%Unchanged
State of Tennessee, Treasury Department71,347$7.20M0.03%−7,106−9.1%Reduced
PEAK6 Investments LLC69,507$7.01M0.14%+51,229+280.3%Added
O'Shaughnessy Asset Management, LLC67,974$6.87M0.14%+56,870+512.2%Added
Hennessy Advisors Inc67,000$6.76M0.40%+6,000+9.8%Added
New York State Teachers Retirement System64,978$6.56M0.01%+2,763+4.4%Added
Avalon Investment & Advisory63,949$6.45M0.15%+2,092+3.4%Added
Mackenzie Financial Corp78,782$6.34M0.01%−72,243−47.8%Reduced
Brooktree Capital Management61,574$6.21M3.96%+1,162+1.9%Added
UBS Group AG61,488$6.20M0.00%−38,359−38.4%Reduced
GAM Holding AG60,850$6.14M0.29%00.0%Unchanged
State Board of Administration of Florida Retirement System56,801$5.73M0.01%−531−0.9%Reduced
FWL Investment Management, LLC55,674$5.62M3.53%+10,319+22.8%Added
Hudson Bay Capital Management LP50,000$5.04M0.07%+50,000New
Nordea Investment Management AB48,847$5.00M0.01%00.0%Unchanged
Basswood Capital Management, L.L.C.49,170$4.96M0.20%+49,170New