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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.10K | 0.00% | +12+109.1% | Added |
| Lowe Wealth Advisors, LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.20K | 0.00% | −1−3.8% | Reduced |
| Bryn Mawr Trust Co | 26 | $1.25K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.30K | 0.00% | −43−61.4% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 34 | $1.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $1.63K | 0.00% | +1+3.0% | Added |
| Huntington National Bank | 34 | $1.63K | 0.00% | +15+78.9% | Added |
| IFP Advisors, Inc | 37 | $1.78K | 0.00% | +6+19.4% | Added |
| HHM Wealth Advisors, LLC | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $1.92K | 0.00% | +10+33.3% | Added |
| Beacon Capital Management, LLC | 41 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 41 | $1.97K | 0.00% | +5+13.9% | Added |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.07K | 0.00% | +16+59.3% | Added |
| Sittner & Nelson, LLC | 44 | $2.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $2.16K | 0.00% | −16−26.2% | Reduced |
| West Branch Capital LLC | 45 | $2.16K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $2.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 46 | $2.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $2.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $2.21K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.26K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $2.31K | 0.00% | −50−51.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $2.31K | 0.00% | +3+6.7% | Added |
| AdvisorNet Financial, Inc | 49 | $2.35K | 0.00% | −5−9.3% | Reduced |
| CoreCap Advisors, LLC | 49 | $2.35K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $2.50K | 0.00% | +52 | New |
| Graney & King, LLC | 53 | $2.55K | 0.00% | +53 | New |
| Lindbrook Capital, LLC | 56 | $2.69K | 0.00% | −55−49.5% | Reduced |
| JFS Wealth Advisors, LLC | 60 | $2.88K | 0.00% | +17+39.5% | Added |
| Hemington Wealth Management | 73 | $3.00K | 0.00% | +30+69.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $3.03K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 64 | $3.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 68 | $3.27K | 0.00% | −5−6.8% | Reduced |
| Caldwell Trust Co | 68 | $3.27K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 71 | $3.41K | 0.00% | 00.0% | Unchanged |
| Natixis | 83 | $3.99K | 0.00% | +2+2.5% | Added |
| Sound Income Strategies, LLC | 87 | $4.18K | 0.00% | +85+4,250.0% | Added |
| Leonteq Securities AG | 88 | $4.23K | 0.00% | −1,009−92.0% | Reduced |
| Jones Financial Companies LLLP | 88 | $4.23K | 0.00% | +7+8.6% | Added |
| Hexagon Capital Partners LLC | 90 | $4.32K | 0.00% | +26+40.6% | Added |
| Stephens Consulting, LLC | 91 | $4.37K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 91 | $4.37K | 0.00% | +91 | New |
| TFC Financial Management | 100 | $4.80K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 101 | $4.85K | 0.00% | +101 | New |
| SRS Capital Advisors, Inc. | 102 | $4.90K | 0.00% | +53+108.2% | Added |
| Ci Investments Inc. | 100 | $5.00K | 0.00% | −8,900−98.9% | Reduced |
| Simplex Trading, LLC | 117 | $5.00K | 0.00% | +117 | New |
| MAI Capital Management | 115 | $5.54K | 0.00% | +115 | New |
| LRI Investments, LLC | 120 | $5.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 121 | $5.81K | 0.00% | −393−76.5% | Reduced |
| Salem Investment Counselors Inc | 123 | $5.91K | 0.00% | +4+3.4% | Added |
| Global Retirement Partners, LLC | 123 | $5.91K | 0.00% | +11+9.8% | Added |
| Federation des caisses Desjardins du Quebec | 124 | $5.96K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 135 | $6.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $6.97K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 147 | $7.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 150 | $7.20K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 156 | $7.49K | 0.00% | −5−3.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 165 | $7.93K | 0.01% | +165 | New |
| St Germain D J Co Inc | 177 | $8.50K | 0.00% | +130+276.6% | Added |
| Versant Capital Management, Inc | 216 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 236 | $11.3K | 0.00% | −409−63.4% | Reduced |
| Hilltop National Bank | 267 | $12.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 296 | $14.2K | 0.01% | +296 | New |
| Parkside Financial Bank & Trust | 300 | $14.4K | 0.00% | +46+18.1% | Added |
| Rise Advisors, LLC | 305 | $14.7K | 0.01% | −2−0.7% | Reduced |
| Investors Research Corp | 320 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 376 | $18.1K | 0.00% | −19−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 380 | $18.3K | 0.00% | −15−3.8% | Reduced |
| Allworth Financial LP | 370 | $18.6K | 0.00% | +33+9.8% | Added |
| Colonial Trust Co | 420 | $20.2K | 0.00% | +399+1,900.0% | Added |
| Farther Finance Advisors, LLC | 450 | $21.6K | 0.00% | +138+44.2% | Added |
| EverSource Wealth Advisors, LLC | 461 | $22.1K | 0.00% | +218+89.7% | Added |
| CKW Financial Group | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 502 | $24.1K | 0.00% | +9+1.8% | Added |
| Skopos Labs, Inc. | 538 | $25.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 595 | $28.6K | 0.00% | −28−4.5% | Reduced |
| Venturi Wealth Management, LLC | 682 | $32.8K | 0.00% | +61+9.8% | Added |
| Grove Bank & Trust | 725 | $34.8K | 0.00% | +28+4.0% | Added |
| Quadrant Capital Group LLC | 762 | $36.6K | 0.00% | +35+4.8% | Added |
| Quent Capital, LLC | 894 | $42.9K | 0.00% | −367−29.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 918 | $44.1K | 0.02% | +703+327.0% | Added |
| Fifth Third Bancorp | 940 | $45.2K | 0.00% | −13−1.4% | Reduced |
| Parallel Advisors, LLC | 1,053 | $50.6K | 0.00% | +588+126.5% | Added |
| Spire Wealth Management | 1,085 | $52.1K | 0.00% | −76−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,230 | $59.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,434 | $68.9K | 0.00% | +1,434 | New |
| Central Pacific Bank - Trust Division | 1,499 | $72.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,833 | $88.1K | 0.01% | +104+6.0% | Added |
| National Bank of Canada | 1,837 | $88.2K | 0.00% | +88+5.0% | Added |