BRIGHTHOUSE FINL INC (BHF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
449
Reporting holders
$3.5B
Reported value
90.9%
Of shares outstanding
4.9%
Held as options
+10
Holder change
Institutions report 52,302,117 shares against 57,511,563 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $341.4M | 5,393,709 | 0.01% | 8q | +2.3%+$7.6M |
| UBS Group AG | $265.9M | 4,200,939 | 0.03% | 31q | +12.5%+$29.5M |
| DIMENSIONAL FUND ADVISORS LP | $230.1M | 3,634,379 | 0.04% | 31q | +2.2%+$5.0M |
| DME Capital Management, LP | $179.9M | 2,842,100 | 4.60% | 10q | HELD |
| AMERICAN CENTURY COMPANIES INC | $168.0M | 2,653,810 | 0.07% | 23q | +2.4%+$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $164.4M | 2,596,834 | 0.00% | 2q | +1.1%+$1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $157.7M | 2,491,401 | 0.01% | 2q | HELD |
| STATE STREET CORP | $131.8M | 2,082,421 | 0.00% | 31q | +7.4%+$9.1M |
| MORGAN STANLEY | $118.9M | 1,878,445 | 0.01% | 35q | +45.9%+$37.4M |
| MILLENNIUM MANAGEMENT LLC | $81.2M | 1,218,367 | 0.03% | 31q | -20.2%-$20.5M |
| SOROS FUND MANAGEMENT LLC | $70.7M | 1,116,250 | 0.87% | 6q | +31.8%+$17.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $69.6M | 1,098,870 | 0.00% | 31q | HELD |
| AQR Arbitrage LLC | $58.7M | 927,295 | 0.84% | 3q | +9.1%+$4.9M |
| ALLIANCEBERNSTEIN L.P. | $55.3M | 922,760 | 0.02% | 31q | +10.7%+$5.3M |
| HSBC HOLDINGS PLC | $54.9M | 865,171 | 0.02% | 3q | +59.4%+$20.5M |
| Kryger Capital LLC | $48.7M | 769,937 | 2.78% | 2q | +53.1%+$16.9M |
| GOLDMAN SACHS GROUP INC | $46.0M | 726,823 | 0.00% | 31q | +11.1%+$4.6M |
| Qube Research & Technologies Ltd | $44.0M | 694,671 | 0.04% | 3q | +484.2%+$36.4M |
| CITIGROUP INC | $43.6M | 689,207 | 0.01% | 31q | +0.9%+$367.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $43.2M | 33,031 | 0.00% | 31q | +267.0%+$31.4M |
| Walleye Trading LLC | $41.8M | options only | 0.05% | 7q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.2M | 587,029 | 0.00% | 31q | +3.5%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $37.2M | 587,029 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $36.9M | 582,994 | 0.00% | 31q | -2.7%-$1.0M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $36.9M | 582,977 | 2.47% | 3q | +1.1%+$409.5K |
| FRANKLIN RESOURCES INC | $36.1M | 570,803 | 0.01% | 7q | -26.2%-$12.8M |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $32.0M | 503,412 | 0.78% | 3q | +14.8%+$4.1M |
| ALPINE ASSOCIATES MANAGEMENT INC. | $31.1M | 490,920 | 1.95% | 3q | +8.1%+$2.3M |
| Caption Management, LLC | $27.3M | options only | 0.13% | 2q | OPTIONS |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $26.5M | 418,000 | 0.04% | 3q | -35.0%-$14.2M |
| Calamos Advisors LLC | $24.8M | 391,771 | 0.08% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $22.9M | 361,718 | 0.01% | 2q | +1.6%+$354.5K |
| ODDO BHF ASSET MANAGEMENT SAS | $21.5M | 340,000 | 1.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $21.5M | 144,008 | 0.00% | 31q | +974.0%+$19.5M |
| Bank of New York Mellon Corp | $20.9M | 329,974 | 0.00% | 31q | -7.0%-$1.6M |
| Jefferies Financial Group Inc. | $19.8M | 312,710 | 0.13% | 11q | +2.6%+$506.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $19.4M | 304,880 | 1.42% | 23q | HELD |
| NORGES BANK | $18.6M | 294,000 | 0.00% | 32q | +53.9%+$6.5M |
| Quantinno Capital Management LP | $18.1M | 285,943 | 0.02% | 24q | +52.9%+$6.3M |
| Balyasny Asset Management L.P. | $16.8M | 265,374 | 0.02% | 2q | -27.3%-$6.3M |
| Invesco Ltd. | $15.7M | 247,804 | 0.00% | 31q | -40.3%-$10.6M |
| TWO SIGMA INVESTMENTS, LP | $15.5M | 245,044 | 0.01% | 30q | +1400.4%+$14.5M |
| Allianz Asset Management GmbH | $14.3M | 225,686 | 0.01% | 3q | +5.5%+$741.2K |
| MARSHALL WACE, LLP | $13.6M | 214,276 | 0.01% | 10q | +37.2%+$3.7M |
| Schonfeld Strategic Advisors LLC | $13.2M | 523 | 0.05% | new | NEW |
| Squarepoint Ops LLC | $13.0M | 205,079 | 0.01% | 5q | -3.6%-$488.2K |
| NATIXIS | $13.0M | 204,595 | 0.05% | 5q | +169.3%+$8.1M |
| Murchinson Ltd. | $12.9M | 103,740 | 1.78% | 2q | +2673.8%+$12.4M |
| FIRST TRUST ADVISORS LP | $12.9M | 203,578 | 0.01% | 8q | -42.8%-$9.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12.3M | 194,882 | 0.01% | 29q | +15.2%+$1.6M |
| GRACE & WHITE INC /NY | $11.9M | 187,642 | 1.88% | 31q | HELD |
| Man Group plc | $11.2M | 176,444 | 0.02% | new | NEW |
| Gotham Asset Management, LLC | $10.1M | 159,729 | 0.02% | 6q | -0.8%-$77.7K |
| RHUMBLINE ADVISERS | $9.4M | 148,515 | 0.01% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.0M | 142,717 | 0.00% | 31q | -2.6%-$237.5K |
| Centiva Capital, LP | $8.4M | 61,886 | 0.07% | 6q | -24.4%-$2.7M |
| PRINCIPAL FINANCIAL GROUP INC | $8.2M | 129,870 | 0.00% | 31q | +1.7%+$140.8K |
| BANK OF AMERICA CORP /DE/ | $7.9M | 125,064 | 0.00% | 31q | +21.9%+$1.4M |
| BARCLAYS PLC | $7.9M | 124,660 | 0.00% | 31q | +92.4%+$3.8M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $7.4M | 116,192 | 0.47% | 3q | -15.4%-$1.3M |
| Swiss National Bank | $7.3M | 114,700 | 0.00% | 31q | +1.4%+$101.3K |
| Verition Fund Management LLC | $7.3M | 114,686 | 0.02% | 12q | +60.0%+$2.7M |
| Nuveen, LLC | $7.1M | 112,059 | 0.00% | 6q | +15.6%+$954.9K |
| EQUITEC PROPRIETARY MARKETS, LLC | $7.0M | 34,020 | 1.25% | 3q | +142.7%+$4.1M |
| NATIONAL BANK OF CANADA /FI/ | $6.3M | 100,000 | 0.00% | new | NEW |
| MIZUHO MARKETS AMERICAS LLC | $6.3M | 100,000 | 0.10% | new | NEW |
| ADAR1 Capital Management, LLC | $6.0M | 95,523 | 0.28% | 4q | HELD |
| Retirement Systems of Alabama | $5.8M | 91,644 | 0.02% | 31q | -10.7%-$693.8K |
| GARDNER LEWIS ASSET MANAGEMENT L P | $5.8M | 91,014 | 1.28% | 3q | HELD |
| KESTREL INVESTMENT MANAGEMENT CORP | $5.7M | 90,400 | 3.12% | 22q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5.7M | 90,111 | 0.01% | 3q | -58.1%-$7.9M |
| Polar Asset Management Partners Inc. | $5.7M | 89,289 | 0.09% | 3q | +323.8%+$4.3M |
| JPMORGAN CHASE & CO | $5.6M | 85,872 | 0.00% | 31q | -52.7%-$6.3M |
| GABELLI FUNDS LLC | $5.4M | 84,664 | 0.03% | 4q | +8.5%+$417.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5.2M | 82,230 | 0.10% | 2q | +8.3%+$400.6K |
| Legal & General Group Plc | $5.0M | 79,142 | 0.00% | 31q | -4.7%-$244.8K |
| AQR CAPITAL MANAGEMENT LLC | $4.8M | 75,929 | 0.00% | 31q | -73.3%-$13.2M |
| NINE MASTS CAPITAL Ltd | $4.5M | 69,788 | 0.46% | 2q | -1.4%-$65.0K |
| Capula Management Ltd | $4.5M | options only | 0.02% | 2q | OPTIONS |
| Kapitalo Investimentos Ltda | $4.3M | 67,400 | 0.27% | 2q | HELD |
| J.W. COLE ADVISORS, INC. | $4.2M | 67,001 | 0.07% | 5q | +93.4%+$2.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.0M | 63,763 | 0.00% | 5q | +100.9%+$2.0M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.9M | 61,158 | 0.01% | 31q | HELD |
| Four Tree Island Advisory LLC | $3.8M | 59,804 | 1.25% | 6q | +139.4%+$2.2M |
| New York Life Investment Management LLC | $3.8M | 59,558 | 0.03% | 3q | -1.9%-$71.8K |
| Tidal Investments LLC | $3.7M | 58,688 | 0.01% | 5q | -53.0%-$4.2M |
| AMERIPRISE FINANCIAL INC | $3.6M | 57,288 | 0.00% | 31q | -50.5%-$3.7M |
| Corient Private Wealth LP | $3.6M | 56,462 | 0.00% | 15q | +35.8%+$943.0K |
| MANGROVE PARTNERS IM, LLC | $3.6M | 56,180 | 0.23% | 2q | HELD |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $3.5M | 55,550 | 0.51% | 4q | +16.8%+$506.4K |
| Russell Investments Group, Ltd. | $3.4M | 54,178 | 0.00% | 31q | -17.8%-$742.6K |
| Governors Lane LP | $3.4M | options only | 0.28% | 2q | OPTIONS |
| BANK OF NOVA SCOTIA | $3.4M | 53,000 | 0.01% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.3M | 51,535 | 0.00% | 2q | HELD |
| Alberta Investment Management Corp | $3.2M | 50,000 | 0.02% | 3q | HELD |
| Westchester Capital Management, LLC | $3.1M | 49,090 | 0.15% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 47,396 | 0.00% | 7q | +2.8%+$80.7K |
| ALGERT GLOBAL LLC | $3.0M | 46,786 | 0.04% | 17q | -50.0%-$3.0M |
| CSS LLC/IL | $2.9M | 32,485 | 0.11% | 4q | -16.7%-$590.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $2.9M | 45,499 | 0.03% | 3q | HELD |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 6.3% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 449 | $3.5B | 52,302,117 | 55 | 121 | 105 | 4.9% |
| Q1 2026 | 439 | $3.1B | 51,930,497 | 57 | 116 | 101 | 4.7% |
| Q4 2025 | 425 | $3.3B | 49,580,361 | 82 | 92 | 112 | 2.8% |
| Q3 2025 | 407 | $3.0B | 49,154,491 | 64 | 90 | 125 | 13.8% |
| Q2 2025 | 402 | $2.8B | 48,588,299 | 54 | 107 | 118 | 8.0% |
| Q1 2025 | 403 | $2.7B | 46,279,702 | 73 | 91 | 109 | 2.6% |
| Q4 2024 | 367 | $2.3B | 47,801,337 | 31 | 88 | 96 | 0.5% |
| Q3 2024 | 369 | $2.1B | 46,412,185 | 31 | 79 | 122 | 0.4% |
| Q2 2024 | 384 | $2.1B | 48,320,021 | 37 | 80 | 141 | 0.5% |
| Q1 2024 | 379 | $2.6B | 51,360,308 | 37 | 88 | 125 | 0.5% |
| Q4 2023 | 376 | $2.7B | 50,142,496 | 36 | 76 | 117 | 0.3% |
| Q3 2023 | 343 | $2.5B | 50,727,450 | 25 | 77 | 110 | 0.3% |
| Q2 2023 | 354 | $2.4B | 51,429,928 | 35 | 71 | 111 | 0.4% |
| Q1 2023 | 350 | $2.3B | 52,331,867 | 43 | 67 | 114 | 0.7% |
| Q4 2022 | 326 | $2.5B | 48,257,779 | 71 | 63 | 101 | 0.4% |
| Q3 2022 | 367 | $2.5B | 55,802,941 | 47 | 88 | 127 | 1.2% |
| Q2 2022 | 371 | $2.4B | 58,541,194 | 51 | 88 | 137 | 1.0% |
| Q1 2022 | 377 | $3.2B | 60,509,537 | 40 | 77 | 132 | 1.4% |
| Q4 2021 | 382 | $3.3B | 62,363,246 | 39 | 83 | 141 | 2.3% |
| Q3 2021 | 360 | $3.0B | 65,518,672 | 34 | 82 | 127 | 2.2% |
| Q2 2021 | 360 | $3.1B | 67,654,167 | 34 | 71 | 133 | 2.2% |
| Q1 2021 | 368 | $3.2B | 71,351,684 | 58 | 82 | 138 | 1.3% |
| Q4 2020 | 362 | $2.8B | 74,593,622 | 58 | 81 | 120 | 2.2% |
| Q3 2020 | 332 | $2.1B | 76,864,597 | 37 | 66 | 138 | 2.6% |
| Q2 2020 | 348 | $2.3B | 79,787,722 | 69 | 86 | 120 | 2.1% |
| Q1 2020 | 332 | $2.1B | 86,639,896 | 41 | 91 | 124 | 2.4% |
| Q4 2019 | 412 | $3.8B | 94,925,184 | 59 | 112 | 140 | 3.4% |
| Q3 2019 | 393 | $3.9B | 94,281,672 | 44 | 105 | 151 | 2.9% |
| Q2 2019 | 400 | $3.8B | 99,189,367 | 45 | 109 | 149 | 3.2% |
| Q1 2019 | 457 | $4.0B | 104,885,195 | 72 | 120 | 160 | 3.6% |
| Q4 2018 | 440 | $3.5B | 111,641,643 | 12 | 6 | 14 | 2.9% |