HolderBook

BRIGHTHOUSE FINL INC (BHF)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

22
Reporting holders
$692.8K
Reported value
0.0%
Calls
0.0%
Puts
-461
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Byrne Asset Management LLC$235.2K4,7000.13%newNEW
BOS Asset Management, LLC$200.5K4,0190.05%5q-2.7%-$5.5K
GAMMA Investing LLC$119.6K2,3970.00%12q+7.2%+$8.1K
Grove Bank & Trust$34.8K6970.00%11qHELD
Farther Finance Advisors, LLC$21.1K4220.00%16q+13.1%+$2.4K
Versant Capital Management, Inc$20.9K4190.00%15qHELD
GoalVest Advisory LLC$20.7K4140.00%4q+39.4%+$5.8K
MassMutual Private Wealth & Trust, FSB$8.4K1690.00%15q+13.4%
ELEVATION WEALTH PARTNERS, LLC$8.4K1680.00%4q-18.8%-$1.9K
EASTERN BANK$7.8K1560.00%9qHELD
CoreCap Advisors, LLC$6.8K1360.00%11q+20.4%+$1.1K
Marquette Asset Management, LLC$2.3K470.00%newNEW
Horizons Wealth Management$1.2K240.00%17qHELD
Wealth Enhancement Trust Services, Inc.$948190.00%4q-50.0%
ATWOOD & PALMER INC$899180.00%9qHELD
Bangor Savings Bank$848170.00%18qHELD
TOMPKINS FINANCIAL CORP$749150.00%23qHELD
Rosenberg Matthew Hamilton$599120.00%16qHELD
VALLEY WEALTH MANAGERS, INC.$34970.00%9qHELD
Olistico Wealth, LLC$34970.00%4qHELD
Planning Strategies Inc.$20040.00%2qHELD
Trust Co$10020.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1413G/ADimensional Fund Advisors LP6.3%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$692.8K13,8692530.0%
Q2 2026483$3.7B55,515,816571281194.9%
Q1 2026472$3.3B53,155,519601251084.5%
Q4 2025460$3.5B52,394,33888971232.6%
Q3 2025442$3.1B49,935,397669913713.6%
Q2 2025445$2.9B49,650,426621141327.8%
Q1 2025441$2.8B47,195,391771001162.5%
Q4 2024406$2.3B48,648,86137951100.5%
Q3 2024406$2.1B47,494,65636891330.4%
Q2 2024422$2.2B49,419,95042871550.5%
Q1 2024423$2.7B52,656,25439971420.5%
Q4 2023423$2.7B51,659,92740851340.3%
Q3 2023396$2.6B52,357,25934861280.3%
Q2 2023402$2.5B52,875,64440811320.3%
Q1 2023409$2.4B54,497,07147851300.7%
Q4 2022417$2.9B55,613,70781851320.4%
Q3 2022367$2.5B55,802,94147881271.2%
Q2 2022371$2.4B58,541,19451881371.0%
Q1 2022377$3.2B60,509,53740771321.4%
Q4 2021382$3.3B62,363,24639831412.3%
Q3 2021360$3.0B65,518,67234821272.2%
Q2 2021360$3.1B67,654,16734711332.2%
Q1 2021368$3.2B71,351,68458821381.3%
Q4 2020362$2.8B74,593,62258811202.2%
Q3 2020332$2.1B76,864,59737661382.6%
Q2 2020348$2.3B79,787,72269861202.1%
Q1 2020332$2.1B86,639,89641911242.4%
Q4 2019412$3.8B94,925,184591121403.4%
Q3 2019393$3.9B94,281,672441051512.9%
Q2 2019400$3.8B99,189,367451091493.2%
Q1 2019457$4.0B104,885,195721201603.6%
Q4 2018440$3.5B111,641,643126142.9%