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, Q2 2024
Institutional positions in Brighthouse Financial, Inc. as of Jun 30, 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
- 429
- +6 vs. Q1 2024
- Shares held
- 49.3M
- −1.63M (−3.2%) vs. Q1 2024
- Total value
- $2.13B
- −$484.8M (−18.6%) vs. Q1 2024
- New holders
- 44
- 91 more added
- Sold out
- 38
- 159 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $1.04K | 0.00% | +1+4.3% | Added |
| ICA Group Wealth Management, LLC | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $1.17K | 0.00% | −7−20.6% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 29 | $1.26K | 0.00% | −28−49.1% | Reduced |
| CVA Family Office, LLC | 30 | $1.30K | 0.00% | −60−66.7% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $1.30K | 0.00% | −3−9.1% | Reduced |
| Bangor Savings Bank | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 34 | $1.47K | 0.00% | +34 | New |
| TCTC Holdings, LLC | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 36 | $1.56K | 0.00% | +36 | New |
| Sandy Spring Bank | 37 | $1.60K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $1.69K | 0.00% | −1−2.5% | Reduced |
| Sachetta, LLC | 33 | $1.69K | 0.00% | +12+57.1% | Added |
| HHM Wealth Advisors, LLC | 40 | $1.73K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 41 | $1.78K | 0.00% | −7−14.6% | Reduced |
| Beacon Capital Management, LLC | 41 | $1.78K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $1.86K | 0.00% | +13+43.3% | Added |
| Sittner & Nelson, LLC | 44 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 46 | $1.99K | 0.00% | −6−11.5% | Reduced |
| South State Corp. | 46 | $1.99K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $1.99K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.99K | 0.00% | +46 | New |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | −57−55.9% | Reduced |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $2.12K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.12K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 53 | $2.30K | 0.00% | +48+960.0% | Added |
| St Germain D J Co Inc | 54 | $2.34K | 0.00% | −13−19.4% | Reduced |
| CoreCap Advisors, LLC | 54 | $2.34K | 0.00% | +2+3.8% | Added |
| Venturi Wealth Management, LLC | 57 | $2.47K | 0.00% | −155−73.1% | Reduced |
| Umb Bank N A | 58 | $2.51K | 0.00% | −5−7.9% | Reduced |
| Caldwell Trust Co | 59 | $2.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $2.64K | 0.00% | −1−1.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $2.73K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 65 | $2.82K | 0.00% | −8,605−99.3% | Reduced |
| Kelly Financial Services LLC | 68 | $2.95K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 66 | $3.00K | 0.00% | +59+842.9% | Added |
| Oakworth Capital, Inc. | 70 | $3.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $3.03K | 0.00% | +31+79.5% | Added |
| Smartleaf Asset Management LLC | 72 | $3.13K | 0.00% | +57+380.0% | Added |
| Plante Moran Financial Advisors, LLC | 73 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $3.21K | 0.00% | −10−11.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 78 | $3.38K | 0.00% | −25−24.3% | Reduced |
| GWM Advisors LLC | 82 | $3.55K | 0.00% | +5+6.5% | Added |
| Stephens Consulting, LLC | 91 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 92 | $3.99K | 0.00% | +92 | New |
| TD Waterhouse Canada Inc. | 98 | $4.25K | 0.00% | −6−5.8% | Reduced |
| TFC Financial Management | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $4.38K | 0.00% | +101 | New |
| Register Financial Advisors LLC | 108 | $4.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 109 | $4.72K | 0.00% | +3+2.8% | Added |
| Laffer Tengler Investments | 117 | $5.07K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 119 | $5.16K | 0.00% | −40−25.2% | Reduced |
| LRI Investments, LLC | 120 | $5.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 124 | $5.37K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $6.28K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 147 | $6.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $6.41K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $6.50K | 0.00% | −50−25.0% | Reduced |
| Natixis | 151 | $6.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $6.72K | 0.00% | −163−51.3% | Reduced |
| Macquarie Group Ltd | 159 | $6.89K | 0.00% | +159 | New |
| Family Firm, Inc. | 244 | $10.6K | 0.00% | +244 | New |
| Farther Finance Advisors, LLC | 244 | $10.6K | 0.00% | +61+33.3% | Added |
| Gen-Wealth Partners Inc | 257 | $11.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 263 | $11.4K | 0.00% | +30+12.9% | Added |
| Hilltop National Bank | 267 | $11.6K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 268 | $11.6K | 0.00% | +166+162.7% | Added |
| EverSource Wealth Advisors, LLC | 243 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 299 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 261 | $13.5K | 0.00% | +24+10.1% | Added |
| Investors Research Corp | 320 | $13.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $16.2K | 0.00% | −88−20.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 403 | $17.5K | 0.00% | −69−14.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 403 | $17.5K | 0.00% | −3−0.7% | Reduced |
| Parallel Advisors, LLC | 409 | $17.7K | 0.00% | −36−8.1% | Reduced |
| CKW Financial Group | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $26.0K | 0.01% | −2,400−80.0% | Reduced |
| Private Trust Co NA | 645 | $28.0K | 0.00% | −15−2.3% | Reduced |
| Grove Bank & Trust | 697 | $30.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 754 | $32.7K | 0.00% | −85−10.1% | Reduced |
| Quadrant Capital Group LLC | 792 | $34.3K | 0.00% | −171−17.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 816 | $35.4K | 0.00% | −87,043−99.1% | Reduced |
| Leonteq Securities AG | 869 | $37.7K | 0.01% | +49+6.0% | Added |
| GAMMA Investing LLC | 874 | $37.9K | 0.01% | +168+23.8% | Added |
| Spire Wealth Management | 1,136 | $49.2K | 0.00% | −31−2.7% | Reduced |
| CWM, LLC | 1,152 | $50.0K | 0.00% | +207+21.9% | Added |
| Nomura Asset Management Co Ltd | 1,230 | $53.3K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,499 | $65.0K | 0.01% | −1,809−54.7% | Reduced |
| KBC Group NV | 1,537 | $67.0K | 0.00% | +23+1.5% | Added |