Skip to main content
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, Q1 2025

Institutional positions in Brighthouse Financial, Inc. as of Mar 31, 2025. 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
438
+34 vs. Q4 2024
Shares held
47.2M
−1.19M (−2.5%) vs. Q4 2024
Total value
$2.73B
+$409.0M (+17.7%) vs. Q4 2024
New holders
77
106 more added
Sold out
43
120 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 438 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 heldQ1 2025: $2.73B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q4 2024.

Institutions holding BHF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC5$00.00%+1+25.0%Added
Hantz Financial Services, Inc.6$00.00%+6New
Curio Wealth, LLC1$480.00%+1New
Bay Harbor Wealth Management, LLC1$570.00%+1New
Ridgewood Investments LLC1$580.00%00.0%Unchanged
Activest Wealth Management1$580.00%00.0%Unchanged
Brown Brothers Harriman & Co1$580.00%+1New
Sound Income Strategies, LLC2$1160.00%−85−97.7%Reduced
Center for Financial Planning, Inc.2$1160.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.2$1160.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$1160.00%00.0%Unchanged
Hager Investment Management Services, LLC2$1160.00%00.0%Unchanged
Crews Bank & Trust2$1160.00%00.0%Unchanged
First Command Advisory Services, Inc.2$1160.00%+2New
Main Street Group, LTD2$1160.00%+2New
Parkworth Wealth Management, Inc.3$1740.00%−1−25.0%Reduced
MCF Advisors LLC3$1740.00%00.0%Unchanged
TD Capital Management LLC3$1740.00%00.0%Unchanged
Security National Bank3$1740.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC3$1740.00%00.0%Unchanged
Holos Integrated Wealth LLC3$1740.00%00.0%Unchanged
Marshall Investment Management, LLC3$1740.00%+3New
Strategic Investment Solutions, Inc.4$2320.00%−7−63.6%Reduced
Medallion Wealth Advisors, LLC4$2320.00%00.0%Unchanged
Ransom Advisory, Ltd4$2320.00%00.0%Unchanged
Washington Trust Co4$2320.00%+4New
HFM Investment Advisors, LLC4$2320.00%+4New
Glass Jacobson Investment Advisors llc5$2410.00%00.0%Unchanged
North Star Investment Management Corp.5$2900.00%−130−96.3%Reduced
Asset Dedication, LLC5$2900.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$2900.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$2900.00%00.0%Unchanged
WealthTrak Capital Management LLC5$2900.00%00.0%Unchanged
Hallmark Capital Management Inc5$2900.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC5$2900.00%00.0%Unchanged
Salomon & Ludwin, LLC5$2900.00%00.0%Unchanged
High Note Wealth, LLC5$2900.00%00.0%Unchanged
Global Wealth Strategies & Associates5$2900.00%00.0%Unchanged
NewSquare Capital LLC5$2900.00%+5New
Evermay Wealth Management LLC6$3480.00%00.0%Unchanged
Pacific Center for Financial Services6$3480.00%00.0%Unchanged
Laurel Wealth Advisors LLC6$3480.00%00.0%Unchanged
Synergy Investment Management, LLC6$3480.00%00.0%Unchanged
Private Wealth Management Group, LLC7$4060.00%00.0%Unchanged
Pillar Financial Advisors, LLC7$4060.00%00.0%Unchanged
Tortoise Investment Management, LLC7$4060.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.7$4060.00%00.0%Unchanged
Global Trust Asset Management, LLC7$4060.00%00.0%Unchanged
Key Financial Inc7$4060.00%00.0%Unchanged
Olistico Wealth, LLC7$4060.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$4060.00%00.0%Unchanged
Ameriflex Group, Inc.7$4060.00%+7New
Winch Advisory Services, LLC8$4640.00%00.0%Unchanged
Nemes Rush Group LLC8$4640.00%00.0%Unchanged
Quarry LP8$4640.00%+8New
Addison Advisors LLC9$5220.00%00.0%Unchanged
CGC Financial Services, LLC9$5220.00%00.0%Unchanged
Larson Financial Group LLC9$5220.00%+6+200.0%Added
New England Capital Financial Advisors LLC10$5800.00%00.0%Unchanged
Concord Wealth Partners10$5800.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$5800.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.10$5800.00%00.0%Unchanged
Rialto Wealth Management, LLC10$5800.00%+10New
Heritage Wealth Advisors11$6380.00%00.0%Unchanged
NBT Bank N A11$6380.00%+11New
Tradewinds Capital Management, LLC12$6960.00%00.0%Unchanged
Rosenberg Matthew Hamilton12$6960.00%00.0%Unchanged
Stone House Investment Management, LLC12$6960.00%+12New
Principal Securities, Inc.15$7210.00%00.0%Unchanged
Insight Financial Services13$7530.00%00.0%Unchanged
Ancora Advisors, LLC13$7540.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.13$7540.00%00.0%Unchanged
IAG Wealth Partners, LLC13$7540.00%+6+85.7%Added
Moisand Fitzgerald Tamayo, LLC13$7540.00%+7+116.7%Added
Trust Co of Vermont14$8120.00%00.0%Unchanged
Clarity Asset Management, Inc.14$8120.00%00.0%Unchanged
SOA Wealth Advisors, LLC.14$8120.00%00.0%Unchanged
Tompkins Financial Corp15$8700.00%00.0%Unchanged
Global Financial Private Client, LLC15$8700.00%+10+200.0%Added
Caitong International Asset Management Co., Ltd16$9280.00%−149−90.3%Reduced
PFS Partners, LLC16$9280.00%00.0%Unchanged
Fiduciary Advisors, Inc.16$9280.00%00.0%Unchanged
Harbour Investments, Inc.16$9420.00%00.0%Unchanged
Bangor Savings Bank17$9860.00%00.0%Unchanged
Pinnacle Bancorp, Inc.17$9860.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC17$9860.00%+17New
Cornerstone Planning Group LLC19$9920.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.15$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc21$1.00K0.00%00.0%Unchanged
PrairieView Partners, LLC23$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC12$1.00K0.00%00.0%Unchanged
Covestor Ltd14$1.00K0.00%+1+7.7%Added
Ball & Co Wealth Management Inc.26$1.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph18$1.00K0.00%00.0%Unchanged
Cheviot Value Management, LLC18$1.04K0.00%+18New
West Branch Capital LLC18$1.04K0.00%−27−60.0%Reduced
Atwood & Palmer Inc18$1.04K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC18$1.04K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc22$1.06K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.19$1.10K0.00%00.0%Unchanged