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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 19 | $1.10K | 0.00% | +19 | New |
| Siemens Fonds Invest GmbH | 19 | $1.10K | 0.00% | +19 | New |
| First Horizon Advisors, Inc. | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 20 | $1.16K | 0.00% | +20 | New |
| Colonial Trust Co | 21 | $1.22K | 0.00% | −399−95.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $1.28K | 0.00% | −12−35.3% | Reduced |
| Boston Private Wealth LLC | 22 | $1.28K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 24 | $1.39K | 0.00% | −1−4.0% | Reduced |
| Lowe Wealth Advisors, LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $1.45K | 0.00% | +25 | New |
| Bryn Mawr Trust Co | 26 | $1.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $1.57K | 0.00% | −64−70.3% | Reduced |
| Oakworth Capital, Inc. | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 30 | $1.74K | 0.00% | −11−26.8% | Reduced |
| MV Capital Management, Inc. | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $2.15K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 37 | $2.15K | 0.00% | +37 | New |
| HHM Wealth Advisors, LLC | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $2.38K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 42 | $2.44K | 0.00% | +40+2,000.0% | Added |
| Massmutual Trust Co FSB | 43 | $2.49K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 46 | $2.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $2.67K | 0.00% | +16+53.3% | Added |
| Barrett & Company, Inc. | 47 | $2.73K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $2.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $2.84K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 49 | $2.84K | 0.00% | +2+4.3% | Added |
| WPG Advisers, LLC | 52 | $3.02K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 54 | $3.13K | 0.00% | +1+1.9% | Added |
| Spire Wealth Management | 57 | $3.31K | 0.00% | −1,028−94.7% | Reduced |
| Colonial Trust Advisors | 63 | $3.65K | 0.00% | +54+600.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $3.65K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 64 | $3.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $3.83K | 0.00% | +6+10.0% | Added |
| South State Corp. | 66 | $3.83K | 0.00% | +20+43.5% | Added |
| Geneos Wealth Management Inc. | 67 | $3.88K | 0.00% | +22+48.9% | Added |
| Caldwell Trust Co | 68 | $3.94K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 72 | $4.00K | 0.00% | +72 | New |
| Steward Partners Investment Advisory, LLC | 71 | $4.12K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $4.17K | 0.00% | +66+1,100.0% | Added |
| Atlantic Trust, LLC | 73 | $4.23K | 0.00% | +73 | New |
| Ronald Blue Trust, Inc. | 76 | $4.41K | 0.00% | −45−37.2% | Reduced |
| GWM Advisors LLC | 80 | $4.64K | 0.00% | +12+17.6% | Added |
| St Germain D J Co Inc | 91 | $5.28K | 0.00% | −86−48.6% | Reduced |
| BankPlus Trust Department | 91 | $5.28K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $5.74K | 0.00% | +9+10.0% | Added |
| TFC Financial Management | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 101 | $5.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $5.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 106 | $6.00K | 0.00% | +33+45.2% | Added |
| LRI Investments, LLC | 120 | $6.96K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 121 | $7.03K | 0.00% | +6+5.2% | Added |
| Independence Bank of Kentucky | 123 | $7.13K | 0.00% | −24−16.3% | Reduced |
| Optiver Holding B.V. | 127 | $7.37K | 0.00% | +127 | New |
| CoreCap Advisors, LLC | 131 | $7.60K | 0.00% | +82+167.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $8.41K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $8.52K | 0.00% | +60+68.2% | Added |
| Whittier Trust Co | 150 | $8.69K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $8.76K | 0.00% | +27+21.8% | Added |
| Eastern Bank | 156 | $9.05K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 213 | $12.4K | 0.00% | +90+73.2% | Added |
| Rise Advisors, LLC | 224 | $13.0K | 0.01% | −81−26.6% | Reduced |
| Private Trust Co NA | 236 | $13.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 278 | $16.1K | 0.01% | −18−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 291 | $16.9K | 0.00% | −170−36.9% | Reduced |
| Investors Research Corp | 320 | $18.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 340 | $19.6K | 0.00% | −162−32.3% | Reduced |
| Matrix Trust Co | 340 | $20.0K | 0.00% | +340 | New |
| Whittier Trust Co of Nevada Inc | 376 | $21.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 415 | $24.1K | 0.00% | +115+38.3% | Added |
| Farther Finance Advisors, LLC | 448 | $26.1K | 0.00% | −2−0.4% | Reduced |
| Allworth Financial LP | 536 | $28.9K | 0.00% | +166+44.9% | Added |
| Northwestern Mutual Wealth Management Co | 501 | $29.1K | 0.00% | +121+31.8% | Added |
| Versant Capital Management, Inc | 622 | $36.1K | 0.01% | +406+188.0% | Added |
| Grove Bank & Trust | 725 | $42.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 764 | $44.3K | 0.01% | +226+42.0% | Added |
| Quent Capital, LLC | 891 | $51.7K | 0.01% | −3−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 980 | $56.8K | 0.00% | −250−20.3% | Reduced |
| Fifth Third Bancorp | 1,083 | $62.8K | 0.00% | +143+15.2% | Added |
| Parallel Advisors, LLC | 1,142 | $66.2K | 0.00% | +89+8.5% | Added |
| Umb Bank N A | 1,200 | $69.6K | 0.00% | +605+101.7% | Added |
| Advisor Group Holdings, Inc. | 1,413 | $81.9K | 0.00% | −4,927−77.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,018 | $95.5K | 0.00% | +12+0.6% | Added |
| Clear Street Markets LLC | 1,782 | $103.3K | 0.07% | +1,782 | New |
| National Bank of Canada | 1,805 | $104.7K | 0.00% | −32−1.7% | Reduced |
| GAMMA Investing LLC | 2,035 | $118.0K | 0.01% | +202+11.0% | Added |
| KBC Group NV | 2,664 | $154.0K | 0.00% | 00.0% | Unchanged |