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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, Q1 2022

Institutional positions in Bread Financial Holdings, Inc. as of Mar 31, 2022. 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
307
−36 vs. Q4 2021
Shares held
45.8M
−38.3K (−0.1%) vs. Q4 2021
Total value
$2.57B
−$460.4M (−15.2%) vs. Q4 2021
New holders
47
99 more added
Sold out
83
102 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 307 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 heldQ1 2022: $2.57B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q4 2021.

Institutions holding BFH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Franklin Resources Inc4,644,354$260.8M0.10%+1,082,625+30.4%Added
Vanguard Group Inc4,586,145$257.5M0.01%+198,804+4.5%Added
BlackRock Inc.4,537,648$254.8M0.01%−20,863−0.5%Reduced
FMR LLC2,846,020$159.8M0.01%+2,704,335+1,908.7%Added
HG Vora Capital Management, LLC2,500,000$140.4M4.24%+2,500,000New
Turtle Creek Asset Management Inc.2,196,606$123.3M4.31%+365,818+20.0%Added
Southpoint Capital Advisors LP2,150,000$120.7M2.34%−300,000−12.2%Reduced
Lyrical Asset Management LP1,849,270$103.8M1.43%+81,306+4.6%Added
State Street Corp1,404,534$78.9M0.00%+90,335+6.9%Added
Goldman Sachs Group Inc954,738$53.6M0.01%+86,795+10.0%Added
Redwood Capital Management, LLC895,478$50.3M4.48%00.0%Unchanged
Dimensional Fund Advisors LP886,041$49.8M0.02%−37,974−4.1%Reduced
Geode Capital Management, LLC640,890$36.0M0.00%−162,786−20.3%Reduced
Bank of New York Mellon Corp600,147$33.7M0.01%−21,629−3.5%Reduced
Allianz Asset Management GmbH580,950$32.6M0.03%−28,455−4.7%Reduced
AQR Capital Management LLC501,081$28.1M0.05%+227,034+82.8%Added
Pacer Advisors, Inc.490,164$27.5M0.23%+348,046+244.9%Added
Nuveen Asset Management, LLC458,678$27.3M0.01%+130,568+39.8%Added
First Trust Advisors LP467,642$26.3M0.03%+128,641+37.9%Added
Morgan Stanley427,626$24.0M0.00%−76,980−15.3%Reduced
Northern Trust Corp426,403$23.9M0.00%−9,829−2.3%Reduced
LSV Asset Management418,440$23.5M0.04%+8,440+2.1%Added
Kize Capital LP390,594$21.9M7.77%00.0%Unchanged
Renaissance Technologies LLC384,942$21.6M0.03%+384,942New
Charles Schwab Investment Management Inc376,541$21.1M0.01%+17,661+4.9%Added
Norges Bank355,697$20.0M0.00%−24,776−6.5%Reduced
Check Capital Management Inc326,922$18.4M1.46%+5,236+1.6%Added
Neuberger Berman Group LLC326,327$18.3M0.02%−360−0.1%Reduced
Basswood Capital Management, L.L.C.271,393$15.2M0.73%−11,743−4.1%Reduced
Arctis Global LLC270,746$15.2M13.79%−492,801−64.5%Reduced
Invesco Ltd.227,171$12.8M0.00%+20,264+9.8%Added
Principal Financial Group Inc224,584$12.6M0.01%−27,149−10.8%Reduced
Storebrand Asset Management AS219,560$12.3M0.06%+95,122+76.4%Added
American Century Companies Inc215,352$12.1M0.01%+74,182+52.5%Added
Acadian Asset Management LLC186,097$10.4M0.04%+74,675+67.0%Added
Retirement Systems of Alabama182,823$10.3M0.04%+27,631+17.8%Added
D. E. Shaw & Co., Inc.179,508$10.1M0.01%−33,159−15.6%Reduced
BNP Paribas Arbitrage, SA178,811$10.0M0.02%+148,725+494.3%Added
JPMorgan Chase & Co157,748$8.86M0.00%+34,638+28.1%Added
Thompson Investment Management, Inc.155,832$8.75M1.29%+15,542+11.1%Added
Wells Fargo & Company153,320$8.61M0.00%+3,362+2.2%Added
Brandywine Global Investment Management, LLC149,273$8.38M0.06%+19,625+15.1%Added
Deutsche Bank AG149,039$8.37M0.00%+30,522+25.8%Added
DnB Asset Management AS146,950$8.25M0.05%−41,304−21.9%Reduced
Mangrove Partners146,816$8.24M0.66%00.0%Unchanged
Pacifica Capital Investments, LLC145,620$8.18M2.67%+8,900+6.5%Added
Cubist Systematic Strategies, LLC145,519$8.17M0.07%+11,173+8.3%Added
Thrivent Financial for Lutherans136,235$7.65M0.01%−1,135,819−89.3%Reduced
Citadel Advisors LLC133,759$7.51M0.01%+98,949+284.3%Added
Rhumbline Advisers132,043$7.41M0.01%−2,312−1.7%Reduced
UBS Asset Management Americas Inc130,885$7.35M0.00%+1,696+1.3%Added
Sapience Investments, LLC130,301$7.32M0.89%+119,670+1,125.7%Added
Alliancebernstein L.P.124,692$7.00M0.00%+54,776+78.3%Added
Bank of America Corp114,315$6.42M0.00%−189,901−62.4%Reduced
Assetmark, Inc113,108$6.35M0.03%+8,070+7.7%Added
Swiss National Bank111,623$6.27M0.00%+7,500+7.2%Added
California Public Employees Retirement System103,581$5.82M0.00%−8,249−7.4%Reduced
Point72 Asset Management, L.P.99,610$5.59M0.02%−181,100−64.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC99,044$5.56M0.03%−77,056−43.8%Reduced
Legal & General Group Plc97,671$5.49M0.00%−4,456−4.4%Reduced
Squarepoint Ops LLC93,521$5.25M0.04%−9,530−9.2%Reduced
Brooktree Capital Management93,008$5.22M3.40%+27,952+43.0%Added
Allspring Global Investments Holdings, LLC90,594$5.09M0.01%+14,899+19.7%Added
Schroder Investment Management Group87,063$4.97M0.01%−4,856−5.3%Reduced
UBS Group AG86,122$4.84M0.00%+6,600+8.3%Added
Foundry Partners, LLC84,918$4.77M0.24%+84,918New
American International Group, Inc.84,337$4.74M0.03%+145+0.2%Added
New York State Common Retirement Fund79,063$4.44M0.00%−85,967−52.1%Reduced
Voya Investment Management LLC77,809$4.37M0.01%+58,362+300.1%Added
Courant Investment Management LLC72,000$4.04M3.60%00.0%Unchanged
Ameriprise Financial Inc71,826$4.03M0.00%−3,698−4.9%Reduced
Jacobs Levy Equity Management, Inc69,582$3.91M0.03%−30,507−30.5%Reduced
Millennium Management LLC69,391$3.90M0.00%+45,620+191.9%Added
Federated Hermes, Inc.68,027$3.82M0.01%−721−1.0%Reduced
Prudential Financial Inc67,879$3.81M0.01%−6,410−8.6%Reduced
Qube Research & Technologies Ltd65,733$3.69M0.03%−342−0.5%Reduced
New York State Teachers Retirement System62,797$3.53M0.01%−7,044−10.1%Reduced
California State Teachers Retirement System62,725$3.52M0.00%−5,585−8.2%Reduced
Mackenzie Financial Corp62,703$3.52M0.00%+20,647+49.1%Added
GAM Holding AG60,850$3.42M0.17%00.0%Unchanged
State Board of Administration of Florida Retirement System55,943$3.14M0.01%−730−1.3%Reduced
State of Tennessee, Treasury Department51,347$2.88M0.01%00.0%Unchanged
Credit Suisse AG50,100$2.81M0.00%+7,567+17.8%Added
FWL Investment Management, LLC49,841$2.80M1.73%−10,555−17.5%Reduced
Holocene Advisors, LP46,346$2.60M0.01%+46,346New
Mutual of America Capital Management LLC45,403$2.55M0.03%+876+2.0%Added
Citigroup Inc45,181$2.54M0.00%−53,505−54.2%Reduced
State of Wisconsin Investment Board42,464$2.38M0.00%+36,415+602.0%Added
Manufacturers Life Insurance Company, The41,908$2.35M0.00%−14,295−25.4%Reduced
ExodusPoint Capital Management, LP41,384$2.32M0.03%+41,384New
Jane Street Group, LLC39,679$2.23M0.00%+19,936+101.0%Added
Caisse de Depot Et Placement du Quebec38,800$2.18M0.01%+38,800New
Russell Investments Group, Ltd.38,697$2.18M0.00%−72,863−65.3%Reduced
Mitsubishi UFJ Trust & Banking Corp38,432$2.16M0.00%+10,152+35.9%Added
State of New Jersey Common Pension Fund D37,766$2.12M0.01%00.0%Unchanged
Caption Management, LLC37,500$2.11M0.14%+37,500New
Texas Permanent School Fund35,295$1.98M0.03%−756−2.1%Reduced
Amalgamated Bank34,440$1.93M0.02%−1,267−3.5%Reduced
Amalgamated Financial Corp.34,440$1.93M0.02%+34,440New
Hancock Whitney Corp34,364$1.93M0.07%+6,773+24.5%Added