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 2023
Institutional positions in Brighthouse Financial, Inc. as of Dec 31, 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
- 431
- +29 vs. Q3 2023
- Shares held
- 51.1M
- −741.0K (−1.4%) vs. Q3 2023
- Total value
- $2.69B
- +$140.5M (+5.5%) vs. Q3 2023
- New holders
- 57
- 93 more added
- Sold out
- 28
- 140 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 27 | $1.43K | 0.00% | +8+42.1% | Added |
| McIlrath & Eck, LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 33 | $1.75K | 0.00% | +33 | New |
| Bangor Savings Bank | 34 | $1.80K | 0.00% | −13−27.7% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $1.80K | 0.00% | +34 | New |
| TCTC Holdings, LLC | 36 | $1.91K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $1.91K | 0.00% | −2−5.3% | Reduced |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $2.01K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 38 | $2.01K | 0.00% | −10−20.8% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $2.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $2.28K | 0.00% | −24−35.8% | Reduced |
| Sittner & Nelson, LLC | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.38K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $2.38K | 0.00% | −5−10.0% | Reduced |
| Coppell Advisory Solutions LLC | 46 | $2.43K | 0.00% | −3−6.1% | Reduced |
| Harbour Investments, Inc. | 46 | $2.43K | 0.00% | +22+91.7% | Added |
| Pineridge Advisors LLC | 46 | $2.43K | 0.00% | +46 | New |
| Atlantic Edge Private Wealth Management, LLC | 46 | $2.44K | 0.00% | +46 | New |
| Barrett & Company, Inc. | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.49K | 0.00% | +47 | New |
| SOA Wealth Advisors, LLC. | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $2.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 51 | $2.70K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 53 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $2.91K | 0.00% | +22+66.7% | Added |
| Valley National Advisers Inc | 66 | $3.00K | 0.00% | +35+112.9% | Added |
| Caldwell Trust Co | 59 | $3.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $3.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 63 | $3.33K | 0.00% | +11+21.2% | Added |
| Kelly Financial Services LLC | 66 | $3.49K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $3.71K | 0.00% | +43+159.3% | Added |
| St Germain D J Co Inc | 74 | $3.92K | 0.00% | +27+57.4% | Added |
| NBC Securities, Inc. | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $4.08K | 0.00% | −4−4.9% | Reduced |
| South State Corp. | 79 | $4.18K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 79 | $4.18K | 0.00% | +79 | New |
| Steward Partners Investment Advisory, LLC | 81 | $4.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 84 | $4.69K | 0.00% | −19−18.4% | Reduced |
| CVA Family Office, LLC | 90 | $4.76K | 0.00% | +90 | New |
| Stephens Consulting, LLC | 91 | $4.82K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $5.28K | 0.00% | −9−7.8% | Reduced |
| TFC Financial Management | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $5.29K | 0.00% | +27+37.0% | Added |
| Quarry LP | 101 | $5.34K | 0.00% | +101 | New |
| ClariVest Asset Management LLC | 102 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 117 | $6.19K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 117 | $6.19K | 0.00% | +117 | New |
| Natixis | 123 | $6.51K | 0.00% | +123 | New |
| Hexagon Capital Partners LLC | 124 | $6.56K | 0.00% | −34−21.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $7.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 142 | $7.51K | 0.00% | +142 | New |
| Independence Bank of Kentucky | 147 | $7.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $7.83K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 178 | $9.42K | 0.00% | +101+131.2% | Added |
| Farther Finance Advisors, LLC | 193 | $10.2K | 0.00% | +88+83.8% | Added |
| Whittier Trust Co | 200 | $10.6K | 0.00% | −31−13.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 238 | $12.6K | 0.00% | −100−29.6% | Reduced |
| Parkside Financial Bank & Trust | 243 | $12.9K | 0.00% | −7−2.8% | Reduced |
| Salem Investment Counselors Inc | 249 | $13.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 280 | $14.8K | 0.00% | +31+12.4% | Added |
| Investors Research Corp | 320 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 434 | $23.0K | 0.00% | +247+132.1% | Added |
| Estabrook Capital Management | 450 | $23.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 459 | $24.3K | 0.01% | +5+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 472 | $25.0K | 0.00% | −164−25.8% | Reduced |
| Parallel Advisors, LLC | 479 | $25.3K | 0.00% | +27+6.0% | Added |
| CKW Financial Group | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $26.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 543 | $28.7K | 0.00% | +437+412.3% | Added |
| Private Trust Co NA | 613 | $32.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 660 | $34.9K | 0.00% | +660 | New |
| Ronald Blue Trust, Inc. | 732 | $36.0K | 0.00% | +404+123.2% | Added |
| Northwestern Mutual Wealth Management Co | 706 | $37.4K | 0.00% | +320+82.9% | Added |
| CWM, LLC | 754 | $40.0K | 0.00% | −128−14.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 844 | $44.7K | 0.01% | +844 | New |
| KBC Group NV | 907 | $48.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 908 | $48.1K | 0.00% | −6−0.7% | Reduced |
| First Manhattan Co | 1,026 | $54.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,158 | $60.0K | 0.02% | +1,158 | New |
| Quadrant Capital Group LLC | 1,143 | $60.5K | 0.01% | +303+36.1% | Added |
| EMC Capital Management | 1,195 | $63.0K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,230 | $65.1K | 0.00% | 00.0% | Unchanged |
| Gifford Fong Associates | 1,363 | $72.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,405 | $74.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,464 | $77.0K | 0.01% | −600−29.1% | Reduced |
| PEAK6 Investments LLC | 1,667 | $88.2K | 0.00% | +121+7.8% | Added |
| Walleye Trading LLC | 1,982 | $104.9K | 0.00% | +1,772+843.8% | Added |
| Quent Capital, LLC | 2,046 | $108.3K | 0.01% | +382+23.0% | Added |
| Spire Wealth Management | 2,167 | $110.6K | 0.00% | −103−4.5% | Reduced |
| BFSG, LLC | 3,160 | $167.2K | 0.02% | +3,160 | New |
| Signaturefd, LLC | 3,736 | $197.7K | 0.00% | +450+13.7% | Added |
| Red Door Wealth Management, LLC | 3,815 | $201.9K | 0.04% | +3,815 | New |
| The PNC Financial Services Group, Inc. | 3,829 | $202.6K | 0.00% | −283−6.9% | Reduced |
| Captrust Financial Advisors | 3,843 | $203.4K | 0.00% | +3,843 | New |
| Bogart Wealth, LLC | 200,576 | $205.8K | 0.01% | +8,367+4.4% | Added |