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 2026
Institutional positions in Brighthouse Financial, Inc. as of Mar 31, 2026. 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
- 467
- +19 vs. Q4 2025
- Shares held
- 53.0M
- +7.02M (+15.2%) vs. Q4 2025
- Total value
- $3.18B
- +$198.6M (+6.7%) vs. Q4 2025
- New holders
- 65
- 131 more added
- Sold out
- 46
- 115 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Brighthouse Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 95 | $5.69K | 0.00% | +84+763.6% | Added |
| CVA Family Office, LLC | 94 | $5.63K | 0.00% | +64+213.3% | Added |
| BankPlus Trust Department | 91 | $5.45K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87 | $5.21K | 0.00% | +56+180.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 85 | $5.09K | 0.00% | +85 | New |
| Ronald Blue Trust, Inc. | 84 | $5.03K | 0.00% | +2+2.4% | Added |
| NBC Securities, Inc. | 73 | $4.37K | 0.00% | +1+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 73 | $4.37K | 0.00% | +2+2.8% | Added |
| ZRC Wealth Management, LLC | 63 | $3.77K | 0.00% | −115−64.6% | Reduced |
| Whittier Trust Co | 61 | $3.67K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 61 | $3.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $3.59K | 0.00% | +1+1.7% | Added |
| Caldwell Trust Co | 59 | $3.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $3.53K | 0.00% | +37+168.2% | Added |
| First United Bank Trust | 58 | $3.47K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 54 | $3.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 52 | $3.15K | 0.00% | +32+160.0% | Added |
| Geneos Wealth Management Inc. | 52 | $3.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $3.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 51 | $3.05K | 0.00% | −4−7.3% | Reduced |
| Assetmark, Inc | 51 | $3.05K | 0.00% | +19+59.4% | Added |
| Red Tortoise LLC | 49 | $2.93K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 37 | $2.32K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $2.22K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 37 | $2.22K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 34 | $2.04K | 0.00% | −741−95.6% | Reduced |
| Hughes Financial Services, LLC | 34 | $2.04K | 0.00% | +3+9.7% | Added |
| Vision Retirement, LLC | 32 | $1.92K | 0.00% | +14+77.8% | Added |
| Atlantic Union Bankshares Corp | 30 | $1.80K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $1.80K | 0.00% | +5+20.0% | Added |
| Quaker Wealth Management, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 28 | $1.68K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 27 | $1.61K | 0.00% | +27 | New |
| TD Waterhouse Canada Inc. | 27 | $1.61K | 0.00% | −6−18.2% | Reduced |
| Bryn Mawr Trust Co | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $1.56K | 0.00% | +26 | New |
| IFP Advisors, Inc | 25 | $1.50K | 0.00% | −9−26.5% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.44K | 0.00% | +4+20.0% | Added |
| Horizons Wealth Management | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 22 | $1.31K | 0.00% | +22 | New |
| Whittier Trust Co of Nevada Inc | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 21 | $1.26K | 0.00% | +5+31.3% | Added |
| Friedenthal Financial | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $1.20K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 19 | $1.19K | 0.00% | −3−13.6% | Reduced |
| Financial Consulate, Inc | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −8,243−99.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $1.00K | 0.00% | +5+23.8% | Added |
| Centerpoint Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $959 | 0.00% | −99−86.1% | Reduced |
| PFS Partners, LLC | 16 | $959 | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 16 | $959 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $958 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $958 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $899 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $899 | 0.00% | +14+1,400.0% | Added |
| Tompkins Financial Corp | 15 | $898 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $898 | 0.00% | +14+1,400.0% | Added |
| Rialto Wealth Management, LLC | 14 | $839 | 0.00% | +3+27.3% | Added |
| Clarity Asset Management, Inc. | 14 | $838 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $838 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $779 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 13 | $778 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 13 | $778 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $778 | 0.00% | +4+44.4% | Added |
| Tradewinds Capital Management, LLC | 12 | $719 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $719 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $719 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $719 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $719 | 0.00% | 00.0% | Unchanged |
| EFG International AG | 12 | $719 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $659 | 0.00% | −54−83.1% | Reduced |