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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 204,934 | $10.8M | 0.00% | −163,698−44.4% | Reduced |
| LSV Asset Management | 214,491 | $11.4M | 0.02% | −2,637−1.2% | Reduced |
| Russell Investments Group, Ltd. | 224,103 | $11.9M | 0.02% | −32,903−12.8% | Reduced |
| Assenagon Asset Management S.A. | 229,339 | $12.1M | 0.04% | −287,839−55.7% | Reduced |
| Royce & Associates LP | 234,876 | $12.4M | 0.11% | −21,700−8.5% | Reduced |
| Two Sigma Investments, LP | 235,172 | $12.4M | 0.03% | +45,261+23.8% | Added |
| Principal Financial Group Inc | 236,195 | $12.5M | 0.01% | −6,078−2.5% | Reduced |
| AQR Capital Management LLC | 241,040 | $12.8M | 0.02% | −115,978−32.5% | Reduced |
| Goldman Sachs Group Inc | 244,736 | $13.0M | 0.00% | +1,065+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 253,516 | $13.4M | 0.01% | −107,191−29.7% | Reduced |
| Two Sigma Advisers, LP | 288,300 | $15.3M | 0.04% | −18,100−5.9% | Reduced |
| Prelude Capital Management, LLC | 334,031 | $17.7M | 1.53% | −3,950−1.2% | Reduced |
| Private Management Group Inc | 334,187 | $17.7M | 0.68% | −1,904−0.6% | Reduced |
| Lazard Asset Management LLC | 339,500 | $18.0M | 0.02% | +23,737+7.5% | Added |
| Charles Schwab Investment Management Inc | 441,234 | $23.4M | 0.01% | +8,471+2.0% | Added |
| Man Group plc | 478,930 | $25.3M | 0.07% | – | – |
| Morgan Stanley | 492,830 | $26.1M | 0.00% | +27,836+6.0% | Added |
| Bank of New York Mellon Corp | 623,810 | $33.0M | 0.01% | −6,921−1.1% | Reduced |
| Norges Bank | 630,423 | $33.4M | 0.01% | −111,145−15.0% | Reduced |
| Northern Trust Corp | 721,891 | $38.2M | 0.01% | −2,037−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 770,968 | $40.8M | 0.21% | −20,973−2.6% | Reduced |
| American Century Companies Inc | 863,666 | $45.7M | 0.03% | +196,255+29.4% | Added |
| Geode Capital Management, LLC | 1,056,037 | $55.9M | 0.01% | +10,160+1.0% | Added |
| UBS Group AG | 1,061,985 | $56.2M | 0.02% | +45,938+4.5% | Added |
| Royal Bank of Canada | 2,085,540 | $110.4M | 0.03% | +11,646+0.6% | Added |
| State Street Corp | 2,148,477 | $113.7M | 0.01% | +52,143+2.5% | Added |
| Greenlight Capital Inc | 3,043,623 | $161.1M | 7.86% | −99,120−3.2% | Reduced |
| Dimensional Fund Advisors LP | 3,415,013 | $180.7M | 0.05% | −37,355−1.1% | Reduced |
| BlackRock Inc. | 6,231,087 | $329.7M | 0.01% | −200,826−3.1% | Reduced |
| Vanguard Group Inc | 6,556,877 | $347.0M | 0.01% | −74,475−1.1% | Reduced |
| Dodge & Cox | 8,757,834 | $463.5M | 0.29% | −58,327−0.7% | Reduced |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,315−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,933−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −16,344−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −15,327−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,749−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −13,618−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −20,389−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,134−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −35,063−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |