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Livermore
Livermore
ZHEN

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.

Other share classesBHFALBHFAMBHFANBHFAOBHFAP

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.

Institutional holdersQ3 2024: 416 institutions
Q1 2021: 419 institutionsQ2 2021: 410 institutionsQ3 2021: 412 institutionsQ4 2021: 431 institutionsQ1 2022: 420 institutionsQ2 2022: 418 institutionsQ3 2022: 412 institutionsQ4 2022: 428 institutionsQ1 2023: 416 institutionsQ2 2023: 410 institutionsQ3 2023: 406 institutionsQ4 2023: 431 institutionsQ1 2024: 427 institutionsQ2 2024: 429 institutionsQ3 2024: 416 institutionsQ4 2024: 410 institutionsQ1 2025: 438 institutionsQ2 2025: 446 institutionsQ3 2025: 435 institutionsQ4 2025: 458 institutionsQ1 2026: 467 institutionsQ2 2026: 474 institutions
Value heldQ3 2024: $2.12B
Q1 2021: $3.16BQ2 2021: $3.08BQ3 2021: $2.97BQ4 2021: $3.22BQ1 2022: $3.13BQ2 2022: $2.40BQ3 2022: $2.43BQ4 2022: $2.86BQ1 2023: $2.39BQ2 2023: $2.50BQ3 2023: $2.55BQ4 2023: $2.69BQ1 2024: $2.62BQ2 2024: $2.13BQ3 2024: $2.12BQ4 2024: $2.33BQ1 2025: $2.73BQ2 2025: $2.62BQ3 2025: $2.64BQ4 2025: $3.37BQ1 2026: $3.18BQ2 2026: $3.32B
Institutions holding BHF and their total value by quarter
QuarterHoldersValue
Q2 2026474$3.32B
Q1 2026467$3.18B
Q4 2025458$3.37B
Q3 2025435$2.64B
Q2 2025446$2.62B
Q1 2025438$2.73B
Q4 2024410$2.33B
Q3 2024416$2.12B
Q2 2024429$2.13B
Q1 2024427$2.62B
Q4 2023431$2.69B
Q3 2023406$2.55B
Q2 2023410$2.50B
Q1 2023416$2.39B
Q4 2022428$2.86B
Q3 2022412$2.43B
Q2 2022418$2.40B
Q1 2022420$3.13B
Q4 2021431$3.22B
Q3 2021412$2.97B
Q2 2021410$3.08B
Q1 2021419$3.16B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q2 2024.

Institutions holding BHF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sittner & Nelson, LLC44$1.98K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC43$1.94K0.00%−18−29.5%Reduced
McIlrath & Eck, LLC43$1.94K0.00%00.0%Unchanged
Beacon Capital Management, LLC41$1.85K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC40$1.80K0.00%00.0%Unchanged
Sandy Spring Bank36$1.62K0.00%−1−2.7%Reduced
Principal Securities, Inc.36$1.62K0.00%+30+500.0%Added
Indiana Trust & Investment Management CO34$1.53K0.00%00.0%Unchanged
MV Capital Management, Inc.33$1.49K0.00%+9+37.5%Added
IFP Advisors, Inc31$1.40K0.00%+2+6.9%Added
Farmers & Merchants Investments Inc30$1.35K0.00%00.0%Unchanged
CVA Family Office, LLC30$1.35K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.27$1.22K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC27$1.22K0.00%00.0%Unchanged
Massmutual Trust Co FSB27$1.22K0.00%+12+80.0%Added
SJS Investment Consulting Inc.26$1.17K0.00%+6+30.0%Added
Bryn Mawr Trust Co26$1.17K0.00%+26New
Horizons Wealth Management24$1.08K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC24$1.08K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC24$1.08K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC24$1.08K0.00%00.0%Unchanged
Roble, Belko & Company, Inc13$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC23$1.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc22$9910.00%00.0%Unchanged
Reuter James Wealth Management, LLC22$9910.00%+22New
Colonial Trust Co21$9460.00%00.0%Unchanged
Cornerstone Planning Group LLC19$9160.00%00.0%Unchanged
Financial Freedom, LLC20$9010.00%00.0%Unchanged
First Horizon Advisors, Inc.20$9000.00%00.0%Unchanged
Huntington National Bank19$8560.00%−1−5.0%Reduced
DiNuzzo Private Wealth, Inc.19$8560.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC18$8110.00%00.0%Unchanged
Atwood & Palmer Inc18$8110.00%+18New
Bangor Savings Bank17$7660.00%−17−50.0%Reduced
Pinnacle Bancorp, Inc.17$7660.00%00.0%Unchanged
Aspire Private Capital, LLC17$7660.00%00.0%Unchanged
Harbour Investments, Inc.16$7320.00%00.0%Unchanged
PFS Partners, LLC16$7210.00%00.0%Unchanged
Providence Capital Advisors, LLC16$7200.00%00.0%Unchanged
Continuum Advisory, LLC14$7150.00%00.0%Unchanged
Marquette Asset Management, LLC15$6760.00%00.0%Unchanged
JNBA Financial Advisors15$6760.00%00.0%Unchanged
Tompkins Financial Corp15$6750.00%00.0%Unchanged
Raleigh Capital Management Inc.15$6750.00%00.0%Unchanged
Trust Co of Vermont14$6300.00%00.0%Unchanged
Clarity Asset Management, Inc.14$6300.00%00.0%Unchanged
Richard W. Paul & Associates, LLC14$6300.00%00.0%Unchanged
Ancora Advisors, LLC13$5850.00%00.0%Unchanged
Insight Financial Services13$5850.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.13$5850.00%00.0%Unchanged
Tradewinds Capital Management, LLC12$5410.00%−7−36.8%Reduced
Stone House Investment Management, LLC12$5400.00%00.0%Unchanged
Rosenberg Matthew Hamilton12$5400.00%00.0%Unchanged
NBT Bank N A11$4950.00%00.0%Unchanged
Heritage Wealth Advisors11$4950.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11$4950.00%00.0%Unchanged
Riverview Trust Co11$4950.00%+11New
Bell Investment Advisors, Inc10$4510.00%00.0%Unchanged
First Command Advisory Services, Inc.10$4500.00%−10−50.0%Reduced
Glen Eagle Advisors, LLC10$4500.00%00.0%Unchanged
Addison Advisors LLC9$4060.00%00.0%Unchanged
Concord Wealth Partners9$4050.00%00.0%Unchanged
CGC Financial Services, LLC9$4050.00%00.0%Unchanged
Ashton Thomas Securities, LLC9$4050.00%+9New
Toth Financial Advisory Corp8$3610.00%00.0%Unchanged
Northwest Financial Advisors8$3600.00%+8New
Private Wealth Management Group, LLC7$3160.00%00.0%Unchanged
IAG Wealth Partners, LLC7$3150.00%00.0%Unchanged
Tortoise Investment Management, LLC7$3150.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.7$3150.00%00.0%Unchanged
Key Financial Inc7$3150.00%00.0%Unchanged
Olistico Wealth, LLC7$3150.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$3150.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC6$2710.00%00.0%Unchanged
Pacific Center for Financial Services6$2710.00%00.0%Unchanged
Laurel Wealth Advisors LLC6$2710.00%00.0%Unchanged
Winch Advisory Services, LLC6$2700.00%00.0%Unchanged
Planned Solutions, Inc.6$2700.00%+6New
Asset Dedication, LLC5$2260.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$2260.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc5$2260.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2260.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$2250.00%−68−93.2%Reduced
Salomon & Ludwin, LLC5$2250.00%00.0%Unchanged
HighMark Wealth Management LLC5$2250.00%00.0%Unchanged
Global Wealth Strategies & Associates5$2250.00%00.0%Unchanged
Hallmark Capital Management Inc5$2250.00%+5New
Strategic Investment Solutions, Inc.4$1800.00%−3−42.9%Reduced
Studio Investment Management LLC4$1800.00%00.0%Unchanged
Ransom Advisory, Ltd4$1800.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC4$1800.00%+4New
Oarsman Capital, Inc.4$1800.00%+4New
MCF Advisors LLC3$1360.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc3$1350.00%00.0%Unchanged
TD Capital Management LLC3$1350.00%00.0%Unchanged
Security National Bank3$1350.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC3$1350.00%00.0%Unchanged
Larson Financial Group LLC3$1350.00%+3New
Nemes Rush Group LLC2$1030.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.2$910.00%00.0%Unchanged