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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, Q4 2024

Institutional positions in Brighthouse Financial, Inc. as of Dec 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
410
−1 vs. Q3 2024
Shares held
48.6M
+1.28M (+2.7%) vs. Q3 2024
Total value
$2.33B
+$205.6M (+9.7%) vs. Q3 2024
New holders
64
103 more added
Sold out
65
118 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 410 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 heldQ4 2024: $2.33B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q3 2024.

Institutions holding BHF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph18$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners8$00.00%00.0%Unchanged
Ridgewood Investments LLC1$480.00%00.0%Unchanged
Activest Wealth Management1$480.00%+1New
Albion Financial Group1$490.00%+1New
Brown, Lisle/Cummings, Inc.2$960.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$960.00%+2New
SBI Securities Co., Ltd.2$960.00%+2New
Transce3nd, LLC2$960.00%+2New
Hager Investment Management Services, LLC2$960.00%+2New
Crews Bank & Trust2$960.00%+2New
Center for Financial Planning, Inc.2$970.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc3$1440.00%00.0%Unchanged
TD Capital Management LLC3$1440.00%00.0%Unchanged
Security National Bank3$1440.00%00.0%Unchanged
Larson Financial Group LLC3$1440.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC3$1440.00%00.0%Unchanged
Holos Integrated Wealth LLC3$1440.00%+3New
MCF Advisors LLC3$1450.00%00.0%Unchanged
Oarsman Capital, Inc.4$1920.00%00.0%Unchanged
Ransom Advisory, Ltd4$1920.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$1920.00%+4New
Studio Investment Management LLC4$1930.00%00.0%Unchanged
Medallion Wealth Advisors, LLC4$2320.00%+4New
Hallmark Capital Management Inc5$2400.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$2400.00%00.0%Unchanged
Salomon & Ludwin, LLC5$2400.00%00.0%Unchanged
Global Wealth Strategies & Associates5$2400.00%00.0%Unchanged
Islay Capital Management, LLC5$2400.00%+5New
High Note Wealth, LLC5$2400.00%+5New
Global Financial Private Client, LLC5$2400.00%+5New
Asset Dedication, LLC5$2410.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$2410.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc5$2410.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2410.00%00.0%Unchanged
WealthTrak Capital Management LLC5$2410.00%+5New
Assetmark, Inc6$2880.00%+4+200.0%Added
Synergy Investment Management, LLC6$2880.00%+6New
Moisand Fitzgerald Tamayo, LLC6$2890.00%00.0%Unchanged
Pacific Center for Financial Services6$2890.00%00.0%Unchanged
Laurel Wealth Advisors LLC6$2890.00%00.0%Unchanged
Evermay Wealth Management LLC6$2890.00%+6New
Tortoise Investment Management, LLC7$3360.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.7$3360.00%00.0%Unchanged
Key Financial Inc7$3360.00%00.0%Unchanged
IAG Wealth Partners, LLC7$3360.00%00.0%Unchanged
Olistico Wealth, LLC7$3360.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$3360.00%00.0%Unchanged
Global Trust Asset Management, LLC7$3360.00%+7New
Private Wealth Management Group, LLC7$3370.00%00.0%Unchanged
Pillar Financial Advisors, LLC7$3370.00%+7New
Winch Advisory Services, LLC8$3840.00%+2+33.3%Added
Nemes Rush Group LLC8$3840.00%+6+300.0%Added
Toth Financial Advisory Corp8$3850.00%00.0%Unchanged
Colonial Trust Advisors9$4320.00%−92−91.1%Reduced
CGC Financial Services, LLC9$4320.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group9$4320.00%+9New
Addison Advisors LLC9$4330.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$4800.00%00.0%Unchanged
Concord Wealth Partners10$4800.00%+1+11.1%Added
Marshall & Sterling Wealth Advisors Inc.10$4800.00%+10New
New England Capital Financial Advisors LLC10$4810.00%+10New
Heritage Wealth Advisors11$5280.00%00.0%Unchanged
Riverview Trust Co11$5280.00%00.0%Unchanged
Strategic Investment Solutions, Inc.11$5620.00%+7+175.0%Added
Rosenberg Matthew Hamilton12$5760.00%00.0%Unchanged
Tradewinds Capital Management, LLC12$5770.00%00.0%Unchanged
Insight Financial Services13$6240.00%00.0%Unchanged
Ancora Advisors, LLC13$6250.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.13$6250.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$6730.00%−35−71.4%Reduced
Trust Co of Vermont14$6730.00%00.0%Unchanged
Clarity Asset Management, Inc.14$6730.00%00.0%Unchanged
Richard W. Paul & Associates, LLC14$6730.00%00.0%Unchanged
Principal Securities, Inc.15$7210.00%−21−58.3%Reduced
Tompkins Financial Corp15$7210.00%00.0%Unchanged
Raleigh Capital Management Inc.15$7210.00%00.0%Unchanged
PFS Partners, LLC16$7690.00%00.0%Unchanged
Fiduciary Advisors, Inc.16$7690.00%+16New
Harbour Investments, Inc.16$7810.00%00.0%Unchanged
Bangor Savings Bank17$8170.00%00.0%Unchanged
Pinnacle Bancorp, Inc.17$8170.00%00.0%Unchanged
Atwood & Palmer Inc18$8650.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC18$8650.00%00.0%Unchanged
Cape Investment Advisory, Inc.19$9130.00%−8−29.6%Reduced
First Horizon Advisors, Inc.20$9600.00%00.0%Unchanged
Financial Freedom, LLC20$9610.00%00.0%Unchanged
UMA Financial Services, Inc.20$9610.00%+20New
Redwood Park Advisors LLC20$9610.00%+20New
Cornerstone Planning Group LLC19$9710.00%00.0%Unchanged
PrairieView Partners, LLC23$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.15$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC12$1.00K0.00%+5+71.4%Added
Covestor Ltd13$1.00K0.00%+8+160.0%Added
Valley National Advisers Inc21$1.00K0.00%+21New
Ball & Co Wealth Management Inc.26$1.00K0.00%+26New
Gen-Wealth Partners Inc21$1.01K0.00%−236−91.8%Reduced
DiNuzzo Private Wealth, Inc.21$1.01K0.00%+2+10.5%Added
Armstrong Advisory Group, Inc22$1.06K0.00%00.0%Unchanged