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Livermore
ZHEN

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.

Other share classesBHFALBHFAMBHFANBHFAOBHFAP

13F holders, Q3 2023

Institutional positions in Brighthouse Financial, 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
406
+4 vs. Q2 2023
Shares held
51.9M
−1.17M (−2.2%) vs. Q2 2023
Total value
$2.55B
+$57.1M (+2.3%) vs. Q2 2023
New holders
40
94 more added
Sold out
36
139 more reduced

8 institutions 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 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.

Institutional holdersQ3 2023: 406 institutions
Q1 2021: 419 institutionsQ2 2021: 410 institutionsQ3 2021: 412 institutionsQ4 2021: 431 institutionsQ1 2022: 420 institutionsQ2 2022: 418 institutionsQ3 2022: 412 institutionsQ4 2022: 428 institutionsQ1 2023: 416 institutionsQ2 2023: 410 institutionsQ3 2023: 406 institutionsQ4 2023: 431 institutionsQ1 2024: 427 institutionsQ2 2024: 429 institutionsQ3 2024: 416 institutionsQ4 2024: 410 institutionsQ1 2025: 438 institutionsQ2 2025: 446 institutionsQ3 2025: 435 institutionsQ4 2025: 458 institutionsQ1 2026: 467 institutionsQ2 2026: 474 institutions
Value heldQ3 2023: $2.55B
Q1 2021: $3.16BQ2 2021: $3.08BQ3 2021: $2.97BQ4 2021: $3.22BQ1 2022: $3.13BQ2 2022: $2.40BQ3 2022: $2.43BQ4 2022: $2.86BQ1 2023: $2.39BQ2 2023: $2.50BQ3 2023: $2.55BQ4 2023: $2.69BQ1 2024: $2.62BQ2 2024: $2.13BQ3 2024: $2.12BQ4 2024: $2.33BQ1 2025: $2.73BQ2 2025: $2.62BQ3 2025: $2.64BQ4 2025: $3.37BQ1 2026: $3.18BQ2 2026: $3.32B
Institutions holding BHF and their total value by quarter
QuarterHoldersValue
Q2 2026474$3.32B
Q1 2026467$3.18B
Q4 2025458$3.37B
Q3 2025435$2.64B
Q2 2025446$2.62B
Q1 2025438$2.73B
Q4 2024410$2.33B
Q3 2024416$2.12B
Q2 2024429$2.13B
Q1 2024427$2.62B
Q4 2023431$2.69B
Q3 2023406$2.55B
Q2 2023410$2.50B
Q1 2023416$2.39B
Q4 2022428$2.86B
Q3 2022412$2.43B
Q2 2022418$2.40B
Q1 2022420$3.13B
Q4 2021431$3.22B
Q3 2021412$2.97B
Q2 2021410$3.08B
Q1 2021419$3.16B

Institutions, Q3 2023

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

Institutions holding BHF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC5$00.00%00.0%Unchanged
Winch Advisory Services, LLC6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Evolution Advisers, Inc.3$00.00%00.0%Unchanged
Covestor Ltd5$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3$00.00%+3New
Tyler-Stone Wealth Management2$00.00%+2New
Loring Wolcott & Coolidge Fiduciary Advisors LLP1$470.00%−6−85.7%Reduced
SRS Capital Advisors, Inc.1$490.00%−3−75.0%Reduced
Assetmark, Inc1$490.00%00.0%Unchanged
Zions Bancorporation, N.A.1$490.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$490.00%00.0%Unchanged
Iron Horse Wealth Management, LLC1$490.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1$490.00%+1New
Brown, Lisle/Cummings, Inc.2$980.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.2$980.00%00.0%Unchanged
Sound Income Strategies, LLC2$980.00%00.0%Unchanged
Johnson Midwest Financial, LLC2$980.00%00.0%Unchanged
Tucker Asset Management LLC2$980.00%00.0%Unchanged
Toronto Dominion Bank2$980.00%00.0%Unchanged
First Personal Financial Services2$1110.00%+2New
MCF Advisors LLC3$1470.00%00.0%Unchanged
TD Capital Management LLC3$1470.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc3$1470.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$2440.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC5$2450.00%00.0%Unchanged
DB Wealth Management Group, LLC5$2450.00%00.0%Unchanged
Global Wealth Strategies & Associates5$2450.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc5$2450.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2450.00%00.0%Unchanged
Financial Perspectives, Inc5$2450.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$2450.00%+2+66.7%Added
Salomon & Ludwin, LLC5$2450.00%+5New
DHJJ Financial Advisors, Ltd.5$2450.00%+5New
Moisand Fitzgerald Tamayo, LLC6$2940.00%00.0%Unchanged
Pacific Center for Financial Services6$2940.00%00.0%Unchanged
Laurel Wealth Advisors LLC6$2940.00%00.0%Unchanged
IAG Wealth Partners, LLC7$3430.00%00.0%Unchanged
Tortoise Investment Management, LLC7$3430.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.7$3430.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$3430.00%+7New
Nemes Rush Group LLC8$3920.00%00.0%Unchanged
Eagle Bay Advisors LLC8$3920.00%+8New
CGC Financial Services, LLC9$4400.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.9$4410.00%00.0%Unchanged
Addison Advisors LLC9$4410.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$4890.00%00.0%Unchanged
Tfo-TDC, LLC11$5210.00%+7+175.0%Added
Headinvest, LLC11$5280.00%+11New
Anchor Investment Management, LLC11$5380.00%00.0%Unchanged
Rise Advisors, LLC11$5380.00%00.0%Unchanged
Stone House Investment Management, LLC12$5870.00%00.0%Unchanged
Rosenberg Matthew Hamilton12$5870.00%00.0%Unchanged
Key Financial Inc13$6360.00%00.0%Unchanged
Concord Wealth Partners14$6850.00%−11−44.0%Reduced
Ancora Advisors, LLC14$6850.00%00.0%Unchanged
Focused Wealth Management, Inc14$6850.00%00.0%Unchanged
Richard W. Paul & Associates, LLC14$6850.00%00.0%Unchanged
Legacy Financial Group LLC14$6850.00%+14New
Colonial Trust Co18$7250.00%00.0%Unchanged
Tompkins Financial Corp15$7340.00%00.0%Unchanged
Stonebridge Capital Advisors LLC16$7830.00%00.0%Unchanged
Providence Capital Advisors, LLC16$7830.00%00.0%Unchanged
PFS Partners, LLC16$7840.00%00.0%Unchanged
Aspire Private Capital, LLC17$8310.00%00.0%Unchanged
Pinnacle Bancorp, Inc.17$8320.00%00.0%Unchanged
Level Financial Advisors, Inc.17$8320.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.17$8320.00%00.0%Unchanged
Marquette Asset Management, LLC18$8810.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC18$8810.00%00.0%Unchanged
Sutton Wealth Advisors Inc.18$8810.00%00.0%Unchanged
JNBA Financial Advisors19$9300.00%00.0%Unchanged
Tradewinds Capital Management, LLC19$9300.00%00.0%Unchanged
Robbins Farley LLC19$9300.00%00.0%Unchanged
IFP Advisors, Inc19$9310.00%−137−87.8%Reduced
First Horizon Advisors, Inc.20$9780.00%00.0%Unchanged
Financial Freedom, LLC20$9790.00%00.0%Unchanged
First Command Advisory Services, Inc.20$9790.00%+20New
Hazlett, Burt & Watson, Inc.15$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc13$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC23$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners27$1.00K0.00%00.0%Unchanged
Colonial Trust Advisors21$1.03K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC21$1.03K0.00%+2+10.5%Added
Massmutual Trust Co FSB21$1.03K0.00%+6+40.0%Added
Armstrong Advisory Group, Inc22$1.08K0.00%−4−15.4%Reduced
SJS Investment Consulting Inc.22$1.08K0.00%+4+22.2%Added
MV Capital Management, Inc.23$1.13K0.00%00.0%Unchanged
Cornerstone Planning Group LLC23$1.13K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC24$1.18K0.00%00.0%Unchanged
Harbour Investments, Inc.24$1.18K0.00%00.0%Unchanged
Horizons Wealth Management24$1.18K0.00%00.0%Unchanged
Insight Financial Services25$1.22K0.00%00.0%Unchanged
Oakworth Capital, Inc.27$1.32K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.27$1.32K0.00%00.0%Unchanged
McIlrath & Eck, LLC30$1.47K0.00%+6+25.0%Added
Farmers & Merchants Investments Inc33$1.61K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$1.62K0.00%+10+43.5%Added
TCTC Holdings, LLC36$1.76K0.00%00.0%Unchanged
Sandy Spring Bank38$1.86K0.00%−4−9.5%Reduced