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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 2024

Institutional positions in Bread Financial Holdings, Inc. as of Mar 31, 2024. 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
278
+9 vs. Q4 2023
Shares held
51.5M
+1.09M (+2.2%) vs. Q4 2023
Total value
$1.93B
+$267.5M (+16.1%) vs. Q4 2023
New holders
46
83 more added
Sold out
37
108 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 278 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 2024: $1.93B
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 2024

Shares, value and share of portfolio for each institution holding Bread Financial Holdings, Inc.; share changes are against Q4 2023.

Institutions holding BFH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,847,645$217.8M0.00%+216,274+3.8%Added
Turtle Creek Asset Management Inc.4,927,961$183.5M4.48%−525,000−9.6%Reduced
BlackRock Inc.4,839,075$180.2M0.00%−19,141−0.4%Reduced
Wellington Management Group LLP3,123,867$116.3M0.02%+1,016,614+48.2%Added
Dimensional Fund Advisors LP3,102,917$115.6M0.03%+102,882+3.4%Added
State Street Corp1,985,929$74.0M0.00%+38,542+2.0%Added
HSBC Holdings PLC1,663,596$62.0M0.04%+48,844+3.0%Added
UBS Asset Management Americas Inc922,545$45.6M0.02%+858,752+1,346.2%Added
Victory Capital Management Inc1,177,892$43.9M0.04%+939,837+394.8%Added
Geode Capital Management, LLC1,095,723$40.8M0.00%+32,020+3.0%Added
Millennium Management LLC1,052,727$39.2M0.03%+1,033,694+5,431.1%Added
Arrowstreet Capital, Limited Partnership959,353$35.7M0.03%+79,362+9.0%Added
American Century Companies Inc949,167$35.3M0.02%+220,608+30.3%Added
Macquarie Group Ltd911,523$33.9M0.04%−208,077−18.6%Reduced
Bank of New York Mellon Corp866,177$32.3M0.01%−88,906−9.3%Reduced
Morgan Stanley844,332$31.4M0.00%−532,564−38.7%Reduced
Franklin Resources Inc752,466$28.0M0.01%+635,700+544.4%Added
Deutsche Bank AG736,651$27.4M0.01%−50,630−6.4%Reduced
Charles Schwab Investment Management Inc709,064$26.4M0.01%+36,923+5.5%Added
Pzena Investment Management LLC704,743$26.2M0.09%−102,814−12.7%Reduced
Bridgeway Capital Management, LLC540,253$20.1M0.41%+12,250+2.3%Added
Northern Trust Corp524,850$19.5M0.00%+990.0%Added
Neuberger Berman Group LLC488,830$18.2M0.02%+35,449+7.8%Added
Jacobs Levy Equity Management, Inc485,113$18.1M0.08%+224,545+86.2%Added
Goldman Sachs Group Inc453,091$16.9M0.00%−275,468−37.8%Reduced
BNP Paribas Arbitrage, SA438,744$16.3M0.02%+86,921+24.7%Added
Norges Bank401,894$15.0M0.00%−34,193−7.8%Reduced
LSV Asset Management393,930$14.7M0.03%−1,200−0.3%Reduced
Invesco Ltd.386,867$14.4M0.00%−9,908−2.5%Reduced
Bank of Montreal348,008$13.1M0.01%+37,891+12.2%Added
Ameriprise Financial Inc346,755$12.9M0.00%+67,333+24.1%Added
Hotchkis & Wiley Capital Management LLC330,080$12.3M0.04%−62,180−15.9%Reduced
Mizuho Markets Americas LLC303,561$11.3M0.31%−9,419−3.0%Reduced
Two Sigma Investments, LP295,103$11.0M0.03%−11,014−3.6%Reduced
Thompson Investment Management, Inc.266,109$9.91M1.50%−453−0.2%Reduced
Principal Financial Group Inc256,142$9.54M0.01%−1,008−0.4%Reduced
Point72 Asset Management, L.P.255,276$9.51M0.03%+36,261+16.6%Added
Miller Value Partners, LLC254,770$9.49M6.07%−53,095−17.2%Reduced
Bank of America Corp229,124$8.53M0.00%+93,325+68.7%Added
Prudential Financial Inc223,120$8.31M0.01%−28,687−11.4%Reduced
D. E. Shaw & Co., Inc.220,486$8.21M0.01%−114,640−34.2%Reduced
Storebrand Asset Management AS209,475$7.80M0.03%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.208,163$7.75M0.09%+32,408+18.4%Added
AQR Capital Management LLC193,226$7.20M0.01%−35,324−15.5%Reduced
Nuveen Asset Management, LLC190,826$7.11M0.00%+18,299+10.6%Added
Royal Bank of Canada186,589$6.95M0.00%+4,085+2.2%Added
Brooktree Capital Management164,611$6.13M4.73%+26,878+19.5%Added
Rhumbline Advisers164,489$6.13M0.01%−4,462−2.6%Reduced
Balyasny Asset Management LLC163,030$6.07M0.02%+117,634+259.1%Added
Empowered Funds, LLC162,953$6.07M0.11%+12,250+8.1%Added
Legal & General Group Plc142,290$5.30M0.00%+86+0.1%Added
Allianz Asset Management GmbH140,543$5.23M0.01%+85,187+153.9%Added
Brandywine Global Investment Management, LLC137,207$5.11M0.04%−1,022−0.7%Reduced
JPMorgan Chase & Co135,618$5.05M0.00%−106,142−43.9%Reduced
First Trust Advisors LP132,512$4.93M0.01%+22,584+20.5%Added
Royce & Associates LP125,155$4.66M0.04%+18,763+17.6%Added
Denali Advisors LLC115,174$4.29M1.26%−38,228−24.9%Reduced
Renaissance Technologies LLC111,542$4.15M0.01%+111,542New
Two Sigma Advisers, LP108,500$4.04M0.01%+23,200+27.2%Added
UBS Group AG101,745$3.79M0.00%+56,645+125.6%Added
Public Sector Pension Investment Board101,114$3.77M0.03%−1,260−1.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.98,345$3.66M0.02%−5,777−5.5%Reduced
Swiss National Bank97,323$3.62M0.00%−1,600−1.6%Reduced
Pacifica Capital Investments, LLC88,585$3.30M1.02%−19,079−17.7%Reduced
Kize Capital LP88,182$3.28M2.81%−169,165−65.7%Reduced
Assetmark, Inc87,552$3.26M0.01%+2,395+2.8%Added
Squarepoint Ops LLC85,202$3.17M0.01%+8,363+10.9%Added
SEI Investments Co84,317$3.14M0.00%+31,122+58.5%Added
Credit Suisse AG78,592$2.93M0.00%+167+0.2%Added
Exchange Traded Concepts, LLC77,840$2.90M0.08%+57,942+291.2%Added
Courant Investment Management LLC72,000$2.68M2.23%00.0%Unchanged
New York State Teachers Retirement System70,716$2.63M0.01%−100−0.1%Reduced
Capital Fund Management S.A.69,304$2.58M0.03%−50,486−42.1%Reduced
Cubist Systematic Strategies, LLC68,286$2.54M0.03%+68,286New
HST Ventures, LLC66,417$2.47M1.00%+66,417New
Susquehanna Fundamental Investments, LLC65,337$2.43M0.11%+65,337New
Canada Pension Plan Investment Board64,000$2.38M0.00%−173,600−73.1%Reduced
New York State Common Retirement Fund62,324$2.32M0.00%−28,846−31.6%Reduced
AXA S.A.59,448$2.21M0.01%−9,489−13.8%Reduced
Great West Life Assurance Co58,539$2.18M0.00%+4,959+9.3%Added
Alliancebernstein L.P.55,914$2.08M0.00%−1,320−2.3%Reduced
Trexquant Investment LP52,202$1.94M0.04%+27,349+110.0%Added
California State Teachers Retirement System51,551$1.92M0.00%−3,488−6.3%Reduced
Citigroup Inc51,164$1.91M0.00%−971−1.9%Reduced
Barclays PLC51,152$1.90M0.00%−41,089−44.5%Reduced
Capstone Investment Advisors, LLC47,500$1.77M0.03%00.0%Unchanged
Texas Permanent School Fund43,174$1.61M0.01%+721+1.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main43,004$1.60M0.00%+43,004New
Thrivent Financial for Lutherans42,796$1.59M0.00%−1,162−2.6%Reduced
Public Employees Retirement System of Ohio41,503$1.55M0.01%+41,503New
Jane Street Group, LLC40,881$1.52M0.00%−11,797−22.4%Reduced
Walleye Capital LLC37,610$1.40M0.02%+30,918+462.0%Added
Stratos Wealth Advisors, LLC35,911$1.34M0.08%+35,911New
CenterBook Partners LP35,824$1.33M0.09%+23,872+199.7%Added
Winton Group Ltd35,472$1.32M0.09%−26,889−43.1%Reduced
Citadel Advisors LLC34,690$1.29M0.00%−218,011−86.3%Reduced
Wells Fargo & Company34,017$1.27M0.00%+876+2.6%Added
Semanteon Capital Management, LP34,009$1.27M0.81%+34,009New
Price T Rowe Associates Inc33,782$1.26M0.00%+1,856+5.8%Added
Engineers Gate Manager LP31,608$1.18M0.03%+31,608New