Skip to main content

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, Q4 2021

Institutional positions in Bread Financial Holdings, Inc. as of Dec 31, 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
347
−7 vs. Q3 2021
Shares held
45.8M
+514.6K (+1.1%) vs. Q3 2021
Total value
$3.03B
−$1.53B (−33.6%) vs. Q3 2021
New holders
65
121 more added
Sold out
72
101 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 347 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 heldQ4 2021: $3.03B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q3 2021.

Institutions holding BFH in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,558,511$303.5M0.01%+102,477+2.3%Added
Vanguard Group Inc4,387,341$292.1M0.01%−53,817−1.2%Reduced
Franklin Resources Inc3,561,729$237.1M0.09%+166,197+4.9%Added
Southpoint Capital Advisors LP2,450,000$163.1M3.13%+1,125,000+84.9%Added
Turtle Creek Asset Management Inc.1,830,788$121.9M4.04%+812,699+79.8%Added
Lyrical Asset Management LP1,767,964$117.7M1.58%+78,676+4.7%Added
State Street Corp1,314,199$87.5M0.00%+20,353+1.6%Added
Thrivent Financial for Lutherans1,272,054$84.7M0.16%+221,713+21.1%Added
Dimensional Fund Advisors LP924,015$61.5M0.02%+45,799+5.2%Added
Redwood Capital Management, LLC895,478$59.6M4.90%+221,202+32.8%Added
Goldman Sachs Group Inc867,943$57.8M0.01%+574,966+196.2%Added
Geode Capital Management, LLC803,676$53.5M0.01%+44,376+5.8%Added
Arctis Global LLC763,547$50.8M19.86%+17,306+2.3%Added
Bank of New York Mellon Corp621,776$41.4M0.01%+21,036+3.5%Added
Allianz Asset Management GmbH609,405$40.6M0.03%−58,064−8.7%Reduced
Bank of Nova Scotia599,000$39.9M0.06%+599,000New
Artemis Investment Management LLP574,546$38.2M0.28%−239,961−29.5%Reduced
Vaughan Nelson Investment Management, L.P.573,625$38.2M0.39%−13,920−2.4%Reduced
Lord, Abbett & Co. LLC546,136$36.4M0.08%+7,518+1.4%Added
Parametric Portfolio Associates LLC524,064$34.9M0.02%+19,727+3.9%Added
Morgan Stanley504,606$33.6M0.00%+66,714+15.2%Added
Northern Trust Corp436,232$29.0M0.00%−5,827−1.3%Reduced
LSV Asset Management410,000$27.3M0.05%+3,800+0.9%Added
Kize Capital LP390,594$26.0M7.64%+27,371+7.5%Added
Norges Bank380,473$25.3M0.01%−127,967−25.2%Reduced
Charles Schwab Investment Management Inc358,880$23.9M0.01%+18,781+5.5%Added
First Trust Advisors LP339,001$22.6M0.02%+127,793+60.5%Added
Nuveen Asset Management, LLC328,110$21.8M0.01%−114,617−25.9%Reduced
Check Capital Management Inc321,686$21.4M1.68%+4,629+1.5%Added
Neuberger Berman Group LLC326,687$21.2M0.02%+2,710+0.8%Added
Ensign Peak Advisors, Inc310,332$20.7M0.04%−17,250−5.3%Reduced
Bank of America Corp304,216$20.3M0.00%+93,371+44.3%Added
Basswood Capital Management, L.L.C.283,136$18.8M0.86%+233,966+475.8%Added
Point72 Asset Management, L.P.280,710$18.7M0.08%−180,619−39.2%Reduced
AQR Capital Management LLC274,047$18.2M0.03%−92,510−25.2%Reduced
HSBC Holdings PLC265,504$17.8M0.02%+265,504New
Principal Financial Group Inc251,733$16.8M0.01%−17,393−6.5%Reduced
Chicago Capital, LLC241,177$16.1M0.60%−1,325−0.5%Reduced
Natixis236,000$15.7M0.05%+153,169+184.9%Added
CIBC World Markets Corp236,000$15.7M0.08%+236,000New
D. E. Shaw & Co., Inc.212,667$14.2M0.02%−221,704−51.0%Reduced
Public Sector Pension Investment Board211,000$14.0M0.08%+211,000New
Invesco Ltd.206,907$13.8M0.00%−24,861−10.7%Reduced
DnB Asset Management AS188,254$12.5M0.07%+44,534+31.0%Added
Easterly Investment Partners LLC178,275$11.9M0.87%+26,050+17.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC176,100$11.7M0.06%−69,600−28.3%Reduced
Penn Capital Management Co Inc122,216$11.4M1.14%+1,619+1.3%Added
Appaloosa LPSuperinvestorAppaloosa165,117$11.0M0.28%−143,883−46.6%Reduced
New York State Common Retirement Fund165,030$11.0M0.01%+1,074+0.7%Added
Loomis Sayles & Co L P157,323$10.5M0.01%+157,126+79,759.4%Added
Retirement Systems of Alabama155,192$10.3M0.04%+13,268+9.3%Added
Wells Fargo & Company149,958$9.98M0.00%−150,277−50.1%Reduced
Mangrove Partners146,816$9.77M0.72%+123,928+541.5%Added
Barclays PLC143,979$9.59M0.01%+100,386+230.3%Added
Pacer Advisors, Inc.142,118$9.46M0.10%+59,924+72.9%Added
FMR LLC141,685$9.43M0.00%+99,748+237.9%Added
American Century Companies Inc141,170$9.40M0.01%+36,074+34.3%Added
Thompson Investment Management, Inc.140,290$9.34M1.32%+15,161+12.1%Added
Pacifica Capital Investments, LLC136,720$9.10M2.80%−70−0.1%Reduced
Rhumbline Advisers134,355$8.94M0.01%+3,186+2.4%Added
Cubist Systematic Strategies, LLC134,346$8.94M0.09%+105,444+364.8%Added
Brandywine Global Investment Management, LLC129,648$8.63M0.06%+25,013+23.9%Added
UBS Asset Management Americas Inc129,189$8.60M0.00%+1,828+1.4%Added
Putnam Investments LLC126,803$8.44M0.01%−36,583−22.4%Reduced
Muhlenkamp & Co Inc124,816$8.31M2.90%−104−0.1%Reduced
Storebrand Asset Management AS124,438$8.28M0.04%+30,941+33.1%Added
JPMorgan Chase & Co123,110$8.19M0.00%+9,665+8.5%Added
Deutsche Bank AG118,517$7.89M0.00%−54,033−31.3%Reduced
Alyeska Investment Group, L.P.116,808$7.78M0.09%−78,080−40.1%Reduced
California Public Employees Retirement System111,830$7.45M0.00%−2,690−2.3%Reduced
Russell Investments Group, Ltd.111,560$7.43M0.01%−28,489−20.3%Reduced
Acadian Asset Management LLC111,422$7.42M0.03%+4,479+4.2%Added
Assetmark, Inc105,038$6.99M0.03%+105,038New
Swiss National Bank104,123$6.93M0.00%−200−0.2%Reduced
Squarepoint Ops LLC103,051$6.86M0.03%+91,258+773.8%Added
Legal & General Group Plc102,127$6.80M0.00%+1,592+1.6%Added
Jacobs Levy Equity Management, Inc100,089$6.66M0.04%+100,089New
Citigroup Inc98,686$6.57M0.01%+13,826+16.3%Added
Schroder Investment Management Group91,919$6.12M0.01%−15,654−14.6%Reduced
Castleview Partners, LLC398,820$5.99M0.05%+398,820New
American International Group, Inc.84,192$5.61M0.03%−1,499−1.7%Reduced
Eagle Asset Management Inc82,296$5.51M0.02%+59,707+264.3%Added
Frontier Capital Management Co LLC82,738$5.51M0.04%−1,162−1.4%Reduced
UBS Group AG79,522$5.29M0.00%+18,034+29.3%Added
Allspring Global Investments Holdings, LLC75,695$5.04M0.01%+75,695New
Ameriprise Financial Inc75,524$5.03M0.00%−5,116−6.3%Reduced
Prudential Financial Inc74,289$4.95M0.01%+64,470+656.6%Added
Hennessy Advisors Inc73,000$4.86M0.28%+6,000+9.0%Added
Courant Investment Management LLC72,000$4.79M3.87%00.0%Unchanged
Alliancebernstein L.P.69,916$4.65M0.00%−7,532−9.7%Reduced
New York State Teachers Retirement System69,841$4.65M0.01%+4,863+7.5%Added
Federated Hermes, Inc.68,748$4.58M0.01%−3,967−5.5%Reduced
California State Teachers Retirement System68,310$4.55M0.01%−14,106−17.1%Reduced
Beaconlight Capital, LLC66,904$4.45M2.23%−23,553−26.0%Reduced
Qube Research & Technologies Ltd66,075$4.40M0.03%+66,075New
Arrowstreet Capital, Limited Partnership65,492$4.36M0.01%−277,757−80.9%Reduced
Brooktree Capital Management65,056$4.33M2.65%+3,482+5.7%Added
Susquehanna International Group, LLP62,154$4.14M0.01%+62,154New
GAM Holding AG60,850$4.05M0.18%00.0%Unchanged
FWL Investment Management, LLC60,396$4.02M2.46%+4,722+8.5%Added