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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 41 | $1.94K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $1.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 31 | $2.00K | 0.00% | −2−6.1% | Reduced |
| Centerpoint Advisors, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.15K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.20K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 47 | $2.30K | 0.00% | −5−9.6% | Reduced |
| Barrett & Company, Inc. | 47 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 47 | $2.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $2.30K | 0.00% | +38+422.2% | Added |
| Umb Bank N A | 48 | $2.35K | 0.00% | +10+26.3% | Added |
| SOA Wealth Advisors, LLC. | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 51 | $2.50K | 0.00% | +51 | New |
| Coppell Advisory Solutions LLC | 49 | $2.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $2.54K | 0.00% | −20−27.8% | Reduced |
| Trust Co of Vermont | 53 | $2.59K | 0.00% | +14+35.9% | Added |
| Caldwell Trust Co | 59 | $2.89K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 70 | $3.00K | 0.00% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $3.08K | 0.00% | +63 | New |
| Kelly Financial Services LLC | 66 | $3.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $3.28K | 0.00% | −1−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 72 | $3.52K | 0.00% | −8−10.0% | Reduced |
| GWM Advisors LLC | 73 | $3.57K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 77 | $3.77K | 0.00% | +2+2.7% | Added |
| South State Corp. | 79 | $3.87K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $3.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $3.96K | 0.00% | +18+28.6% | Added |
| Bartlett & Co. LLC | 72 | $4.00K | 0.00% | −8−10.0% | Reduced |
| NBC Securities, Inc. | 94 | $4.00K | 0.00% | +94 | New |
| Stephens Consulting, LLC | 91 | $4.45K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 102 | $4.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $4.89K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 102 | $5.00K | 0.00% | −12−10.5% | Reduced |
| Farther Finance Advisors, LLC | 105 | $5.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $5.19K | 0.00% | +22+26.2% | Added |
| Global Retirement Partners, LLC | 115 | $5.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 103 | $5.33K | 0.00% | +11+12.0% | Added |
| Laffer Tengler Investments | 117 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 126 | $6.17K | 0.00% | −33−20.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $7.10K | 0.00% | +145 | New |
| Independence Bank of Kentucky | 147 | $7.19K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 158 | $7.73K | 0.00% | −104−39.7% | Reduced |
| CNB Bank | 162 | $7.93K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 186 | $9.00K | 0.00% | +186 | New |
| Huntington National Bank | 184 | $9.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 187 | $9.15K | 0.00% | +37+24.7% | Added |
| Walleye Trading LLC | 210 | $10.3K | 0.00% | −57−21.3% | Reduced |
| Whittier Trust Co | 231 | $11.3K | 0.00% | −21−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 249 | $12.2K | 0.00% | +11+4.6% | Added |
| Salem Investment Counselors Inc | 249 | $12.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 250 | $12.2K | 0.00% | +5+2.0% | Added |
| Investors Research Corp | 320 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 328 | $16.0K | 0.00% | +41+14.3% | Added |
| Federation des caisses Desjardins du Quebec | 338 | $16.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 386 | $18.9K | 0.00% | +3+0.8% | Added |
| Estabrook Capital Management | 450 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 452 | $22.1K | 0.00% | +52+13.0% | Added |
| Newbridge Financial Services Group, Inc. | 454 | $22.2K | 0.01% | −3−0.7% | Reduced |
| CKW Financial Group | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $24.0K | 0.01% | +500 | New |
| International Assets Investment Management, LLC | 35,063 | $27.3K | 0.00% | +60.0% | Added |
| Private Trust Co NA | 613 | $30.0K | 0.00% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 636 | $31.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 752 | $37.5K | 0.00% | +748+18,700.0% | Added |
| Quadrant Capital Group LLC | 840 | $41.1K | 0.00% | +31+3.8% | Added |
| CWM, LLC | 882 | $43.0K | 0.00% | +31+3.6% | Added |
| KBC Group NV | 907 | $44.0K | 0.00% | +907 | New |
| Fifth Third Bancorp | 914 | $44.7K | 0.00% | +191+26.4% | Added |
| Simplex Trading, LLC | 944 | $46.0K | 0.00% | +944 | New |
| First Manhattan Co | 1,026 | $50.2K | 0.00% | +1,000+3,846.2% | Added |
| EMC Capital Management | 1,195 | $58.0K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,230 | $60.2K | 0.00% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,363 | $67.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,405 | $68.8K | 0.01% | +3+0.2% | Added |
| PEAK6 Investments LLC | 1,546 | $75.7K | 0.00% | +1,546 | New |
| Quent Capital, LLC | 1,664 | $81.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 2,064 | $101.0K | 0.02% | +2,064 | New |
| Spire Wealth Management | 2,270 | $111.1K | 0.00% | −61−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,649 | $129.6K | 0.00% | −8,841−76.9% | Reduced |
| Point72 Asset Management, L.P. | 3,134 | $153.4K | 0.00% | −69,434−95.7% | Reduced |
| Signaturefd, LLC | 3,286 | $160.8K | 0.00% | +37+1.1% | Added |
| Deutsche Bank AG | 3,532 | $172.9K | 0.00% | −22,654−86.5% | Reduced |
| Bogart Wealth, LLC | 192,209 | $197.1K | 0.01% | −1,201−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 4,112 | $201.2K | 0.00% | −86−2.0% | Reduced |
| Meitav Dash Investments Ltd | 4,240 | $209.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,304 | $210.6K | 0.02% | +4,304 | New |
| Atlas Capital Advisors LLC | 4,399 | $215.3K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,429 | $216.8K | 0.00% | −563−11.3% | Reduced |
| DekaBank Deutsche Girozentrale | 4,427 | $217.0K | 0.00% | +4,427 | New |
| HighTower Advisors, LLC | 4,719 | $221.0K | 0.00% | −35−0.7% | Reduced |
| SG Americas Securities, LLC | 4,536 | $222.0K | 0.00% | +2,084+85.0% | Added |
| Winton Group Ltd | 4,595 | $224.9K | 0.02% | −2,255−32.9% | Reduced |
| Coldstream Capital Management Inc | 4,685 | $229.3K | 0.01% | +8+0.2% | Added |
| FMR LLC | 4,698 | $229.9K | 0.00% | +287+6.5% | Added |