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, Q1 2024
Institutional positions in Brighthouse Financial, Inc. as of Mar 31, 2024. 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
- 427
- +2 vs. Q4 2023
- Shares held
- 51.1M
- +3.00M (+6.2%) vs. Q4 2023
- Total value
- $2.62B
- +$86.3M (+3.4%) vs. Q4 2023
- New holders
- 46
- 106 more added
- Sold out
- 44
- 144 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Spring Bank | 37 | $1.91K | 0.00% | +1+2.8% | Added |
| Valley National Advisers Inc | 46 | $2.00K | 0.00% | −20−30.3% | Reduced |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $2.01K | 0.00% | −4−9.3% | Reduced |
| Gradient Investments LLC | 40 | $2.06K | 0.00% | −7−14.9% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $2.27K | 0.00% | −11−20.0% | Reduced |
| Sittner & Nelson, LLC | 44 | $2.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 45 | $2.32K | 0.00% | +45 | New |
| West Branch Capital LLC | 45 | $2.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.37K | 0.00% | −33−41.8% | Reduced |
| Pineridge Advisors LLC | 46 | $2.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.42K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 48 | $2.47K | 0.00% | −2−4.0% | Reduced |
| AdvisorNet Financial, Inc | 49 | $2.52K | 0.00% | −14−22.2% | Reduced |
| SOA Wealth Advisors, LLC. | 49 | $2.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 52 | $2.68K | 0.00% | +52 | New |
| Atlantic Edge Private Wealth Management, LLC | 52 | $2.68K | 0.00% | +6+13.0% | Added |
| IFP Advisors, Inc | 57 | $2.94K | 0.00% | +30+111.1% | Added |
| NBC Securities, Inc. | 72 | $3.00K | 0.00% | −22−23.4% | Reduced |
| Caldwell Trust Co | 59 | $3.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $3.20K | 0.00% | −15−19.5% | Reduced |
| Umb Bank N A | 63 | $3.25K | 0.00% | +25+65.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $3.25K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 67 | $3.45K | 0.00% | −7−9.5% | Reduced |
| Kelly Financial Services LLC | 68 | $3.50K | 0.00% | +2+3.0% | Added |
| Oakworth Capital, Inc. | 70 | $3.61K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $3.76K | 0.00% | +68+1,360.0% | Added |
| GWM Advisors LLC | 77 | $3.97K | 0.00% | −23−23.0% | Reduced |
| Hexagon Capital Partners LLC | 84 | $4.33K | 0.00% | −40−32.3% | Reduced |
| CVA Family Office, LLC | 90 | $4.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 91 | $4.69K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 95 | $4.90K | 0.00% | +95 | New |
| Bessemer Group Inc | 102 | $5.00K | 0.00% | −25−19.7% | Reduced |
| TFC Financial Management | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 102 | $5.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $5.31K | 0.00% | +22+27.2% | Added |
| Global Retirement Partners, LLC | 106 | $5.46K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 108 | $5.57K | 0.00% | +108 | New |
| TD Waterhouse Canada Inc. | 104 | $5.69K | 0.00% | +20+23.8% | Added |
| Laffer Tengler Investments | 117 | $6.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 120 | $6.18K | 0.00% | +120 | New |
| Federation des caisses Desjardins du Quebec | 124 | $6.39K | 0.00% | −114−47.9% | Reduced |
| Private Wealth Management Group, LLC | 142 | $7.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $7.42K | 0.00% | +139+2,780.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $7.47K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 147 | $7.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $7.63K | 0.00% | 00.0% | Unchanged |
| Natixis | 151 | $7.78K | 0.00% | +28+22.8% | Added |
| Salem Investment Counselors Inc | 159 | $8.20K | 0.00% | −90−36.1% | Reduced |
| Group One Trading, L.P. | 160 | $8.25K | 0.00% | +160 | New |
| Farther Finance Advisors, LLC | 183 | $9.32K | 0.00% | −10−5.2% | Reduced |
| Whittier Trust Co | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 212 | $10.9K | 0.00% | +161+315.7% | Added |
| EverSource Wealth Advisors, LLC | 243 | $11.7K | 0.00% | −37−13.2% | Reduced |
| Parkside Financial Bank & Trust | 233 | $12.0K | 0.00% | −10−4.1% | Reduced |
| Ronald Blue Trust, Inc. | 237 | $12.2K | 0.00% | −495−67.6% | Reduced |
| Gen-Wealth Partners Inc | 257 | $13.2K | 0.01% | +257 | New |
| Hilltop National Bank | 267 | $13.8K | 0.00% | +267 | New |
| Rise Advisors, LLC | 299 | $15.4K | 0.01% | +288+2,618.2% | Added |
| Lindbrook Capital, LLC | 318 | $16.4K | 0.00% | −225−41.4% | Reduced |
| Investors Research Corp | 320 | $16.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 406 | $20.9K | 0.00% | −300−42.5% | Reduced |
| Allworth Financial LP | 428 | $22.1K | 0.00% | −6−1.4% | Reduced |
| Parallel Advisors, LLC | 445 | $22.9K | 0.00% | −34−7.1% | Reduced |
| Estabrook Capital Management | 450 | $23.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 472 | $24.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $25.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 660 | $34.0K | 0.00% | +47+7.7% | Added |
| Grove Bank & Trust | 697 | $35.9K | 0.01% | +697 | New |
| GAMMA Investing LLC | 706 | $36.4K | 0.01% | −452−39.0% | Reduced |
| Leonteq Securities AG | 820 | $42.3K | 0.01% | +160+24.2% | Added |
| Fifth Third Bancorp | 839 | $43.2K | 0.00% | −69−7.6% | Reduced |
| CWM, LLC | 945 | $49.0K | 0.00% | +191+25.3% | Added |
| Quadrant Capital Group LLC | 963 | $49.6K | 0.00% | −180−15.7% | Reduced |
| First Manhattan Co | 1,026 | $52.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,167 | $60.1K | 0.00% | −1,000−46.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,230 | $63.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,405 | $64.1K | 0.00% | −41,166−96.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,379 | $71.1K | 0.02% | +535+63.4% | Added |
| KBC Group NV | 1,514 | $78.0K | 0.00% | +607+66.9% | Added |
| Quent Capital, LLC | 2,082 | $107.3K | 0.01% | +36+1.8% | Added |
| EntryPoint Capital, LLC | 2,141 | $110.3K | 0.10% | +2,141 | New |
| Advisor Group Holdings, Inc. | 2,511 | $129.4K | 0.00% | −20,472−89.1% | Reduced |
| Citigroup Inc | 2,689 | $138.6K | 0.00% | −4,461−62.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $154.6K | 0.04% | +3,000 | New |
| BFSG, LLC | 3,160 | $162.9K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,308 | $168.5K | 0.02% | +3,308 | New |
| Signaturefd, LLC | 3,620 | $186.6K | 0.00% | −116−3.1% | Reduced |
| EMC Capital Management | 3,776 | $195.0K | 0.12% | +2,581+216.0% | Added |
| Veriti Management LLC | 3,895 | $200.7K | 0.01% | +3+0.1% | Added |
| Vise Technologies, Inc. | 3,942 | $203.2K | 0.04% | −2,198−35.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,967 | $204.5K | 0.00% | +138+3.6% | Added |
| Point72 (DIFC) Ltd | 3,990 | $205.6K | 0.02% | +3,990 | New |