Brighthouse Financial, Inc.
BHF- Exchange
- Nasdaq
- Industry
- Life Insurance
- SEC CIK
- 0001685040
No open-market purchases or sales by Brighthouse Financial, Inc. insiders were filed in the last 90 days; 474 institutions reported holding it in 13F filings for Q2 2026, worth $3.32B in total; superinvestors Greenlight Capital and Soros Fund Management hold it.
13F holders, Q4 2022
Institutional positions in Brighthouse Financial, Inc. as of Dec 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
- 428
- +23 vs. Q3 2022
- Shares held
- 56.2M
- +219.6K (+0.4%) vs. Q3 2022
- Total value
- $2.86B
- +$430.4M (+17.7%) vs. Q3 2022
- New holders
- 73
- 95 more added
- Sold out
- 50
- 141 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHF 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 474 | $3.32B |
| Q1 2026 | 467 | $3.18B |
| Q4 2025 | 458 | $3.37B |
| Q3 2025 | 435 | $2.64B |
| Q2 2025 | 446 | $2.62B |
| Q1 2025 | 438 | $2.73B |
| Q4 2024 | 410 | $2.33B |
| Q3 2024 | 416 | $2.12B |
| Q2 2024 | 429 | $2.13B |
| Q1 2024 | 427 | $2.62B |
| Q4 2023 | 431 | $2.69B |
| Q3 2023 | 406 | $2.55B |
| Q2 2023 | 410 | $2.50B |
| Q1 2023 | 416 | $2.39B |
| Q4 2022 | 428 | $2.86B |
| Q3 2022 | 412 | $2.43B |
| Q2 2022 | 418 | $2.40B |
| Q1 2022 | 420 | $3.13B |
| Q4 2021 | 431 | $3.22B |
| Q3 2021 | 412 | $2.97B |
| Q2 2021 | 410 | $3.08B |
| Q1 2021 | 419 | $3.16B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 24 | $1.23K | 0.00% | +24 | New |
| Insight Financial Services | 25 | $1.28K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 26 | $1.35K | 0.00% | +26 | New |
| Oakworth Capital, Inc. | 27 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.44K | 0.00% | −9−24.3% | Reduced |
| Horan Securities, Inc. | 28 | $1.44K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 32 | $1.64K | 0.00% | +6+23.1% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.69K | 0.00% | −28−45.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 54 | $2.00K | 0.00% | −909−94.4% | Reduced |
| Umb Bank N A | 38 | $2.00K | 0.00% | −45−54.2% | Reduced |
| Bangor Savings Bank | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | +4+11.1% | Added |
| Optimum Investment Advisors | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $2.10K | 0.00% | +25+156.3% | Added |
| Sandy Spring Bank | 42 | $2.15K | 0.00% | +15+55.6% | Added |
| Sittner & Nelson, LLC | 44 | $2.26K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.31K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 45 | $2.31K | 0.00% | +45 | New |
| GWM Advisors LLC | 138 | $2.36K | 0.00% | +138 | New |
| BDO Wealth Advisors, LLC | 47 | $2.41K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 49 | $2.51K | 0.00% | +49 | New |
| Red Tortoise LLC | 49 | $2.51K | 0.00% | +49 | New |
| Coppell Advisory Solutions Corp. | 49 | $2.51K | 0.00% | +49 | New |
| West Branch Capital LLC | 50 | $2.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $2.56K | 0.00% | +5+11.1% | Added |
| EverSource Wealth Advisors, LLC | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $2.82K | 0.00% | −103−65.2% | Reduced |
| Valley National Advisers Inc | 65 | $3.00K | 0.00% | −18−21.7% | Reduced |
| Bessemer Group Inc | 70 | $3.00K | 0.00% | −1−1.4% | Reduced |
| Caldwell Trust Co | 59 | $3.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $3.08K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 62 | $3.18K | 0.00% | +38+158.3% | Added |
| Schubert & Co | 64 | $3.28K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 65 | $3.33K | 0.00% | +54+490.9% | Added |
| Kelly Financial Services LLC | 66 | $3.38K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 73 | $3.74K | 0.00% | +3+4.3% | Added |
| Romano Brothers and Company | 74 | $3.79K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 84 | $4.31K | 0.00% | +15+21.7% | Added |
| CoreCap Advisors, LLC | 88 | $4.51K | 0.00% | +88 | New |
| Stephens Consulting, LLC | 91 | $4.67K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $5.00K | 0.00% | +14+16.1% | Added |
| Bell Investment Advisors, Inc | 98 | $5.02K | 0.00% | +51+108.5% | Added |
| TFC Financial Management | 100 | $5.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $5.38K | 0.00% | +105 | New |
| TD Waterhouse Canada Inc. | 97 | $5.46K | 0.00% | −247−71.8% | Reduced |
| AdvisorNet Financial, Inc | 109 | $5.59K | 0.00% | +25+29.8% | Added |
| Laffer Tengler Investments | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 124 | $6.36K | 0.00% | +78+169.6% | Added |
| Global Retirement Partners, LLC | 125 | $6.41K | 0.00% | +14+12.6% | Added |
| Ronald Blue Trust, Inc. | 162 | $7.00K | 0.00% | +55+51.4% | Added |
| Register Financial Advisors LLC | 141 | $7.21K | 0.00% | +141 | New |
| Advisory Services Network, LLC | 144 | $7.38K | 0.00% | +144 | New |
| North Star Investment Management Corp. | 148 | $7.59K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 149 | $7.64K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 150 | $8.00K | 0.01% | +150 | New |
| Trust Co of Vermont | 173 | $8.87K | 0.00% | +97+127.6% | Added |
| ClariVest Asset Management LLC | 181 | $9.00K | 0.00% | −86−32.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 181 | $9.28K | 0.00% | −4−2.2% | Reduced |
| Huntington National Bank | 184 | $9.43K | 0.00% | +2+1.1% | Added |
| Parkside Financial Bank & Trust | 208 | $10.7K | 0.00% | +5+2.5% | Added |
| CNB Bank | 228 | $11.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 249 | $12.8K | 0.00% | +90+56.6% | Added |
| Whittier Trust Co | 252 | $12.9K | 0.00% | −17−6.3% | Reduced |
| Hexagon Capital Partners LLC | 261 | $13.4K | 0.00% | +30+13.0% | Added |
| Belpointe Asset Management LLC | 298 | $15.3K | 0.00% | +298 | New |
| Investors Research Corp | 320 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 326 | $17.0K | 0.01% | +326 | New |
| Money Concepts Capital Corp | 339 | $17.4K | 0.00% | +301+792.1% | Added |
| CWM, LLC | 370 | $19.0K | 0.00% | +86+30.3% | Added |
| Federation des caisses Desjardins du Quebec | 379 | $19.4K | 0.00% | −116−23.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 383 | $19.6K | 0.00% | +383 | New |
| Northwestern Mutual Wealth Management Co | 403 | $20.7K | 0.00% | +49+13.8% | Added |
| Harvest Fund Management Co., Ltd | 486 | $21.0K | 0.01% | −3,204−86.8% | Reduced |
| Colonial Trust Co | 418 | $21.4K | 0.01% | +418 | New |
| Allworth Financial LP | 454 | $23.3K | 0.00% | +6+1.3% | Added |
| TCI Wealth Advisors, Inc. | 457 | $23.4K | 0.00% | +1+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 457 | $23.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 572 | $29.0K | 0.00% | +153+36.5% | Added |
| Ellevest, Inc. | 581 | $29.8K | 0.00% | −4−0.7% | Reduced |
| Estabrook Capital Management | 585 | $30.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 597 | $30.6K | 0.00% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 717 | $36.8K | 0.00% | +355+98.1% | Added |
| Fifth Third Bancorp | 760 | $39.0K | 0.00% | −130−14.6% | Reduced |
| Quadrant Capital Group LLC | 799 | $41.0K | 0.00% | −141−15.0% | Reduced |
| Spire Wealth Management | 992 | $51.0K | 0.00% | +20+2.1% | Added |
| IFP Advisors, Inc | 787 | $52.0K | 0.00% | +97+14.1% | Added |
| EMC Capital Management | 1,195 | $61.0K | 0.05% | +1,195 | New |
| Coastal Investment Advisors, Inc. | 1,302 | $66.8K | 0.02% | +1,302 | New |
| Gifford Fong Associates | 1,363 | $70.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,402 | $72.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,594 | $81.7K | 0.01% | +5+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,660 | $85.0K | 0.00% | +1,660 | New |
| Nomura Asset Management Co Ltd | 1,690 | $86.6K | 0.00% | 00.0% | Unchanged |