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 2024
Institutional positions in Brighthouse Financial, Inc. as of Sep 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
- 416
- −10 vs. Q2 2024
- Shares held
- 47.4M
- +4.07M (+9.4%) vs. Q2 2024
- Total value
- $2.12B
- +$253.9M (+13.6%) vs. Q2 2024
- New holders
- 41
- 93 more added
- Sold out
- 51
- 137 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $1.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $1.22K | 0.00% | +12+80.0% | Added |
| Farmers & Merchants Investments Inc | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $1.40K | 0.00% | +2+6.9% | Added |
| MV Capital Management, Inc. | 33 | $1.49K | 0.00% | +9+37.5% | Added |
| Indiana Trust & Investment Management CO | 34 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 36 | $1.62K | 0.00% | +30+500.0% | Added |
| Sandy Spring Bank | 36 | $1.62K | 0.00% | −1−2.7% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.94K | 0.00% | −18−29.5% | Reduced |
| Sittner & Nelson, LLC | 44 | $1.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 43 | $2.00K | 0.00% | +43 | New |
| Cullen/Frost Bankers, Inc. | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.07K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $2.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 46 | $2.07K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 47 | $2.12K | 0.00% | −7−13.0% | Reduced |
| Rothschild Investment LLC | 47 | $2.12K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.12K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 47 | $2.12K | 0.00% | +47 | New |
| Capital Performance Advisors LLP | 47 | $2.12K | 0.00% | +47 | New |
| Sugarloaf Wealth Management, LLC | 48 | $2.16K | 0.00% | −5−9.4% | Reduced |
| CoreCap Advisors, LLC | 49 | $2.21K | 0.00% | −5−9.3% | Reduced |
| SOA Wealth Advisors, LLC. | 49 | $2.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $2.21K | 0.00% | +48+4,800.0% | Added |
| AdvisorNet Financial, Inc | 54 | $2.43K | 0.00% | +5+10.2% | Added |
| Geneos Wealth Management Inc. | 61 | $2.75K | 0.00% | +20+48.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 64 | $2.88K | 0.00% | −10−13.5% | Reduced |
| West Paces Advisors Inc. | 64 | $2.88K | 0.00% | +64 | New |
| Walleye Capital LLC | 65 | $2.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 68 | $3.06K | 0.00% | +9+15.3% | Added |
| Oakworth Capital, Inc. | 70 | $3.15K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 71 | $3.20K | 0.00% | −7−9.0% | Reduced |
| GWM Advisors LLC | 73 | $3.29K | 0.00% | −9−11.0% | Reduced |
| Jones Financial Companies LLLP | 81 | $3.62K | 0.00% | +63+350.0% | Added |
| Natixis | 81 | $3.65K | 0.00% | −70−46.4% | Reduced |
| Stephens Consulting, LLC | 91 | $4.10K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 98 | $4.30K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $4.55K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 111 | $5.00K | 0.00% | −44−28.4% | Reduced |
| Global Retirement Partners, LLC | 112 | $5.04K | 0.00% | +3+2.8% | Added |
| Salem Investment Counselors Inc | 119 | $5.36K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 124 | $5.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 135 | $6.08K | 0.00% | −13−8.8% | Reduced |
| LRI Investments, LLC | 120 | $6.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $6.53K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 147 | $6.62K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $6.75K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $7.25K | 0.00% | +161 | New |
| Aster Capital Management (DIFC) Ltd | 215 | $9.68K | 0.00% | +215 | New |
| Versant Capital Management, Inc | 216 | $9.73K | 0.00% | +146+208.6% | Added |
| EverSource Wealth Advisors, LLC | 243 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 254 | $11.4K | 0.00% | −9−3.4% | Reduced |
| ClariVest Asset Management LLC | 268 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 267 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 257 | $12.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 307 | $13.8K | 0.01% | +8+2.7% | Added |
| Farther Finance Advisors, LLC | 312 | $14.0K | 0.00% | +68+27.9% | Added |
| Investors Research Corp | 320 | $14.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 337 | $15.2K | 0.00% | −3−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 395 | $17.8K | 0.00% | −8−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 395 | $17.8K | 0.00% | −8−2.0% | Reduced |
| Parallel Advisors, LLC | 465 | $20.9K | 0.00% | +56+13.7% | Added |
| CKW Financial Group | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 493 | $22.0K | 0.00% | +421+584.7% | Added |
| Ronald Blue Trust, Inc. | 514 | $22.3K | 0.00% | +253+96.9% | Added |
| Allspring Global Investments Holdings, LLC | 496 | $22.3K | 0.00% | −320−39.2% | Reduced |
| Skopos Labs, Inc. | 538 | $24.2K | 0.01% | +538 | New |
| Kayne Anderson Rudnick Investment Management LLC | 567 | $25.5K | 0.00% | +567 | New |
| Catalyst Funds Management Pty Ltd | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 621 | $28.0K | 0.00% | +564+989.5% | Added |
| Umb Bank N A | 623 | $28.1K | 0.00% | +565+974.1% | Added |
| Private Trust Co NA | 645 | $29.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 697 | $31.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 727 | $32.7K | 0.00% | −65−8.2% | Reduced |
| Fifth Third Bancorp | 953 | $42.9K | 0.00% | +199+26.4% | Added |
| Danske Bank A/S | 1,000 | $45.0K | 0.00% | +1,000 | New |
| PEAK6 Investments LLC | 1,040 | $46.8K | 0.00% | −56,755−98.2% | Reduced |
| Leonteq Securities AG | 1,097 | $49.4K | 0.01% | +228+26.2% | Added |
| Spire Wealth Management | 1,161 | $52.3K | 0.00% | +25+2.2% | Added |
| Nomura Asset Management Co Ltd | 1,230 | $55.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,261 | $56.6K | 0.01% | −340−21.2% | Reduced |
| Quarry LP | 1,482 | $66.7K | 0.02% | −565−27.6% | Reduced |
| CWM, LLC | 1,491 | $67.0K | 0.00% | +339+29.4% | Added |
| Central Pacific Bank - Trust Division | 1,499 | $67.5K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,639 | $73.8K | 0.01% | −6,117−78.9% | Reduced |
| GAMMA Investing LLC | 1,729 | $77.9K | 0.01% | +855+97.8% | Added |
| National Bank of Canada | 1,749 | $78.8K | 0.00% | +196+12.6% | Added |