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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 2023

Institutional positions in Bread Financial Holdings, Inc. as of Sep 30, 2023. 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
263
+9 vs. Q2 2023
Shares held
51.4M
+1.00M (+2.0%) vs. Q2 2023
Total value
$1.76B
+$177.0M (+11.2%) vs. Q2 2023
New holders
33
95 more added
Sold out
24
86 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 2023: 263 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 2023: $1.76B
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 2023

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q2 2023.

Institutions holding BFH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Turtle Creek Asset Management Inc.5,797,961$198.3M5.66%00.0%Unchanged
Vanguard Group Inc5,711,865$195.3M0.00%−2,4860.0%Reduced
BlackRock Inc.4,899,202$167.6M0.00%+76,188+1.6%Added
Dimensional Fund Advisors LP2,743,814$93.8M0.03%+248,788+10.0%Added
Wellington Management Group LLP1,954,299$66.8M0.01%+79,373+4.2%Added
State Street Corp1,917,504$65.6M0.00%+4880.0%Added
Morgan Stanley1,630,004$55.7M0.01%+150,242+10.2%Added
HSBC Holdings PLC1,616,437$55.3M0.06%−181,742−10.1%Reduced
Lyrical Asset Management LP1,497,758$51.2M0.97%+124,795+9.1%Added
Macquarie Group Ltd1,176,658$40.2M0.05%−35,150−2.9%Reduced
Bank of New York Mellon Corp1,055,263$36.1M0.01%+265,060+33.5%Added
Geode Capital Management, LLC1,033,314$35.3M0.00%+50,924+5.2%Added
Arrowstreet Capital, Limited Partnership1,032,536$35.3M0.04%+631,773+157.6%Added
Franklin Resources Inc842,251$28.8M0.01%−1,394,994−62.4%Reduced
Goldman Sachs Group Inc783,107$26.8M0.01%+270,259+52.7%Added
Deutsche Bank AG712,566$24.4M0.02%+608,769+586.5%Added
Pzena Investment Management LLC708,528$24.2M0.10%+106,891+17.8%Added
Norges Bank658,749$22.5M0.00%+226,962+52.6%Added
Charles Schwab Investment Management Inc635,136$21.7M0.01%+22,464+3.7%Added
American Century Companies Inc610,872$20.9M0.02%+86,315+16.5%Added
D. E. Shaw & Co., Inc.539,971$18.5M0.03%−131,517−19.6%Reduced
Northern Trust Corp535,092$18.3M0.00%+3,713+0.7%Added
Neuberger Berman Group LLC477,539$16.3M0.01%+13,957+3.0%Added
Bridgeway Capital Management, LLC477,529$16.3M0.40%+123,583+34.9%Added
BNP Paribas Arbitrage, SA473,643$16.2M0.04%−23,992−4.8%Reduced
Jupiter Asset Management Ltd414,720$14.2M0.16%+270,750+188.1%Added
Kize Capital LP407,070$13.9M8.64%−143,634−26.1%Reduced
Jacobs Levy Equity Management, Inc400,200$13.7M0.08%+400,200New
LSV Asset Management398,030$13.6M0.03%−6,800−1.7%Reduced
Bank of Montreal326,027$11.9M0.01%+299,417+1,125.2%Added
Hotchkis & Wiley Capital Management LLC326,810$11.2M0.04%−35,750−9.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund311,800$10.7M0.05%−520,172−62.5%Reduced
Invesco Ltd.306,309$10.5M0.00%−15,773−4.9%Reduced
Ameriprise Financial Inc305,012$10.4M0.00%+78,321+34.5%Added
Mizuho Markets Americas LLC302,905$10.4M0.39%+281,738+1,331.0%Added
Principal Financial Group Inc270,860$9.26M0.01%−14,037−4.9%Reduced
Thompson Investment Management, Inc.262,006$8.96M1.59%−31,270−10.7%Reduced
Renaissance Technologies LLC252,942$8.65M0.01%+199,200+370.7%Added
Miller Value Partners, LLC219,275$7.50M4.71%+193,550+752.4%Added
Storebrand Asset Management AS218,174$7.46M0.04%00.0%Unchanged
AQR Capital Management LLC209,051$7.15M0.01%+37,782+22.1%Added
Victory Capital Management Inc206,056$7.05M0.01%+5,459+2.7%Added
Nuveen Asset Management, LLC197,172$6.74M0.00%−152,505−43.6%Reduced
Two Sigma Investments, LP187,275$6.40M0.02%+95,783+104.7%Added
Hudson Bay Capital Management LP180,000$6.16M0.06%+50,000+38.5%Added
Rhumbline Advisers171,676$5.87M0.01%−638−0.4%Reduced
JPMorgan Chase & Co163,074$5.58M0.00%−2,383−1.4%Reduced
Bank of America Corp155,355$5.31M0.00%+26,773+20.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.153,134$5.27M0.07%−26,473−14.7%Reduced
Brandywine Global Investment Management, LLC152,627$5.22M0.05%+3,645+2.4%Added
Prudential Financial Inc150,330$5.14M0.01%−75,509−33.4%Reduced
Royal Bank of Canada148,640$5.08M0.00%+137,142+1,192.7%Added
Legal & General Group Plc145,717$4.98M0.00%−4,664−3.1%Reduced
Cubist Systematic Strategies, LLC145,561$4.98M0.06%+106,538+273.0%Added
Barclays PLC141,479$4.84M0.00%+109,426+341.4%Added
Brooktree Capital Management136,880$4.68M3.91%+16,348+13.6%Added
Pacifica Capital Investments, LLC133,731$4.57M1.47%−727−0.5%Reduced
Empowered Funds, LLC122,229$4.18M0.12%+29,883+32.4%Added
First Trust Advisors LP122,027$4.17M0.00%+23,134+23.4%Added
Qube Research & Technologies Ltd117,924$4.03M0.01%−37,976−24.4%Reduced
Balyasny Asset Management LLC113,081$3.87M0.01%+56,511+99.9%Added
Swiss National Bank110,123$3.77M0.00%+1,000+0.9%Added
California Public Employees Retirement System108,003$3.69M0.00%+4,970+4.8%Added
Denali Advisors LLC104,502$3.57M1.25%00.0%Unchanged
UBS Asset Management Americas Inc102,803$3.52M0.00%+1,362+1.3%Added
Capital Fund Management S.A.91,283$3.12M0.04%−101,548−52.7%Reduced
Royce & Associates LP91,272$3.12M0.03%+18,496+25.4%Added
New York State Teachers Retirement System75,981$2.60M0.01%+3,840+5.3%Added
Credit Suisse AG73,987$2.53M0.00%+73+0.1%Added
New York State Common Retirement Fund73,695$2.52M0.00%+1,546+2.1%Added
Courant Investment Management LLC72,000$2.46M2.72%00.0%Unchanged
Holocene Advisors, LP70,031$2.40M0.01%+2,282+3.4%Added
Jump Financial, LLC69,571$2.38M0.09%+10,799+18.4%Added
Marshall Wace, LLP68,314$2.34M0.01%+68,314New
Graphene Investments SAS66,000$2.26M1.58%−18,600−22.0%Reduced
Public Sector Pension Investment Board62,076$2.12M0.02%−26,888−30.2%Reduced
Capstone Investment Advisors, LLC59,268$2.03M0.05%+50,485+574.8%Added
Great West Life Assurance Co57,504$1.97M0.00%−2,011−3.4%Reduced
California State Teachers Retirement System57,410$1.96M0.00%−5,407−8.6%Reduced
Russell Investments Group, Ltd.56,746$1.94M0.00%+51,477+977.0%Added
Putnam Investments LLC56,268$1.92M0.00%+43,864+353.6%Added
Alliancebernstein L.P.55,274$1.89M0.00%−1,003−1.8%Reduced
SEI Investments Co55,079$1.88M0.00%+37,329+210.3%Added
CenterBook Partners LP54,058$1.85M0.23%−8,000−12.9%Reduced
Virginia Retirement Systems Et Al52,000$1.78M0.02%+39,200+306.3%Added
Thrivent Financial for Lutherans45,945$1.57M0.00%−2,001−4.2%Reduced
Texas Permanent School Fund42,516$1.45M0.01%−1,468−3.3%Reduced
Millennium Management LLC42,465$1.45M0.00%−109,456−72.0%Reduced
Canada Pension Plan Investment Board40,200$1.37M0.00%00.0%Unchanged
Voya Investment Management LLC40,127$1.37M0.00%+1,961+5.1%Added
Quantbot Technologies LP39,614$1.35M0.09%+32,756+477.6%Added
Amundi43,456$1.32M0.00%+28,218+185.2%Added
Stifel Financial Corp37,533$1.28M0.00%+666+1.8%Added
State of Wisconsin Investment Board37,249$1.27M0.00%−1,224−3.2%Reduced
State of Tennessee, Treasury Department37,147$1.27M0.01%+1,352+3.8%Added
Voloridge Investment Management, LLC36,186$1.24M0.01%+25,316+232.9%Added
Mitsubishi UFJ Trust & Banking Corp36,064$1.23M0.00%+2,758+8.3%Added
Citigroup Inc34,969$1.20M0.00%−27,766−44.3%Reduced
Wells Fargo & Company34,776$1.19M0.00%−14,676−29.7%Reduced
Citadel Advisors LLC33,727$1.15M0.00%−483,007−93.5%Reduced