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 2025
Institutional positions in Brighthouse Financial, Inc. as of Dec 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
- 458
- +29 vs. Q3 2025
- Shares held
- 52.0M
- +2.13M (+4.3%) vs. Q3 2025
- Total value
- $3.37B
- +$732.5M (+27.8%) vs. Q3 2025
- New holders
- 110
- 101 more added
- Sold out
- 81
- 119 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 18 | $1.17K | 0.00% | +18 | New |
| Siemens Fonds Invest GmbH | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.23K | 0.00% | +19 | New |
| Financial Consulate, Inc | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.30K | 0.00% | −79−79.8% | Reduced |
| Friedenthal Financial | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.30K | 0.00% | +4+25.0% | Added |
| Harbour Investments, Inc. | 20 | $1.31K | 0.00% | +12+150.0% | Added |
| Gen-Wealth Partners Inc | 21 | $1.36K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21 | $1.37K | 0.00% | −355−94.4% | Reduced |
| Cornerstone Planning Group LLC | 22 | $1.42K | 0.00% | +3+15.8% | Added |
| Fortitude Family Office, LLC | 22 | $1.43K | 0.00% | −4−15.4% | Reduced |
| Armstrong Advisory Group, Inc | 22 | $1.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 25 | $1.62K | 0.00% | +25 | New |
| SageView Advisory Group, LLC | 25 | $1.62K | 0.00% | +25 | New |
| Bryn Mawr Trust Co | 26 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.69K | 0.00% | +26 | New |
| McMillan Office, Inc. | 27 | $1.75K | 0.00% | +27 | New |
| Stephens Consulting, LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 29 | $1.88K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $1.88K | 0.00% | +29 | New |
| CVA Family Office, LLC | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $2.01K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $2.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $2.07K | 0.00% | +5+18.5% | Added |
| Commonwealth Retirement Investments LLC | 32 | $2.07K | 0.00% | +32 | New |
| TD Waterhouse Canada Inc. | 33 | $2.14K | 0.00% | +8+32.0% | Added |
| IFP Advisors, Inc | 34 | $2.20K | 0.00% | −1−2.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 39 | $2.53K | 0.00% | +39 | New |
| Spire Wealth Management | 40 | $2.59K | 0.00% | −50−55.6% | Reduced |
| AdvisorNet Financial, Inc | 41 | $2.66K | 0.00% | −10−19.6% | Reduced |
| McIlrath & Eck, LLC | 43 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.81K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $2.91K | 0.00% | +11+32.4% | Added |
| Barrett & Company, Inc. | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $3.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $3.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $3.37K | 0.00% | +9+20.9% | Added |
| Flagship Harbor Advisors, LLC | 53 | $3.48K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 54 | $3.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 55 | $3.56K | 0.00% | +55 | New |
| Caldwell Trust Co | 59 | $3.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $3.82K | 0.00% | +35+145.8% | Added |
| South State Corp. | 61 | $3.95K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 61 | $3.97K | 0.00% | −10−14.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 71 | $4.60K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 72 | $4.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 82 | $5.31K | 0.00% | −11−11.8% | Reduced |
| BankPlus Trust Department | 91 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $6.48K | 0.00% | −100−50.0% | Reduced |
| TFC Financial Management | 100 | $6.48K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 102 | $6.61K | 0.00% | +64+168.4% | Added |
| Bessemer Group Inc | 103 | $7.00K | 0.00% | −6,225−98.4% | Reduced |
| CoreCap Advisors, LLC | 110 | $7.13K | 0.00% | −11−9.1% | Reduced |
| Elyxium Wealth, LLC | 112 | $7.26K | 0.00% | +112 | New |
| Bogart Wealth, LLC | 113 | $7.32K | 0.00% | −212,253−99.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 115 | $7.45K | 0.00% | +53+85.5% | Added |
| LRI Investments, LLC | 120 | $7.77K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 123 | $7.97K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 126 | $8.16K | 0.00% | +80+173.9% | Added |
| SRS Capital Advisors, Inc. | 136 | $8.81K | 0.00% | −8,696−98.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 138 | $8.94K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $9.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $9.39K | 0.00% | +90+163.6% | Added |
| True Wealth Design, LLC | 151 | $9.78K | 0.00% | −15−9.0% | Reduced |
| MAI Capital Management | 153 | $9.91K | 0.00% | +25+19.5% | Added |
| Eastern Bank | 156 | $10.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 157 | $10.2K | 0.00% | +157 | New |
| ZRC Wealth Management, LLC | 178 | $11.5K | 0.00% | +178 | New |
| Clearstead Advisors, LLC | 179 | $11.6K | 0.00% | −455−71.8% | Reduced |
| Versant Capital Management, Inc | 205 | $13.3K | 0.00% | +90+78.3% | Added |
| Los Angeles Capital Management LLC | 294 | $13.4K | 0.00% | +294 | New |
| Trust Co of Vermont | 210 | $13.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 225 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 256 | $16.6K | 0.00% | +115+81.6% | Added |
| Hilltop National Bank | 267 | $17.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 281 | $18.2K | 0.00% | +268+2,061.5% | Added |
| Quarry LP | 285 | $18.5K | 0.00% | −2,836−90.9% | Reduced |
| Root Financial Partners, LLC | 296 | $19.2K | 0.00% | +95+47.3% | Added |
| GoalVest Advisory LLC | 297 | $19.2K | 0.00% | +297 | New |
| Basecamp Wealth Advisors LLC | 319 | $20.7K | 0.00% | +319 | New |
| Jones Financial Companies LLLP | 325 | $21.1K | 0.00% | −1,929−85.6% | Reduced |
| Equitec Proprietary Markets, LLC | 380 | $24.6K | 0.12% | +380 | New |
| Farther Finance Advisors, LLC | 382 | $24.8K | 0.00% | +123+47.5% | Added |
| Parkside Financial Bank & Trust | 433 | $28.1K | 0.00% | +18+4.3% | Added |
| GWM Advisors LLC | 434 | $28.1K | 0.00% | +354+442.5% | Added |