Brighthouse Financial BHF Institutional Ownership

NASDAQ BHF

$51.15 -1.09 (-2.09%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

475 Institutions

Increased 189 39.8%

Unchanged 161 33.9%

Reduced 125 26.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.22%

▼-1.01 pp QoQ

Shares Held by Institutions

53.06Mn

of 57.54Mn outstanding

▲+2.03% QoQ

Shares Outstanding

57.54Mn

4.48Mn held outside 13F filers

Institutional Investors

475

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+1.05Mn

accumulated since last quarter

Value of Holdings

$2.84Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Brighthouse Financial, Inc. (NASDAQ:BHF) appears in 475 institutional 13F filings for the quarter ending June 2026.

These investors held 92.2% of outstanding shares in June 2026, down from 93.2% in March 2026.
Their total shares held in BHF increased 2.03% from the prior quarter, while the number of investors in Brighthouse Financial increased 6.03% year over year.
During the quarter, 189 of these 475 funds increased positions in BHF, 125 reduced exposure, and 161 held steady.
The aggregate institutional position in Brighthouse Financial amounted to 53.06Mn shares as of June 2026, up by 1.05Mn shares quarter on quarter, and up 3.5Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Brighthouse Financial with 5.39Mn shares, accounting for 9.37% of total shares outstanding.
The largest buyers of Brighthouse Financial for the quarter ending June 2026 were Morgan Stanley (591.21K), Sixth Street Partners Management Company, L.P. (587.03K), Qube Research & Technologies Ltd (575.77K), UBS Group AG (466.46K), HSBC HOLDINGS PLC (322.42K).
Leading sellers of Brighthouse Financial shares for the quarter ending June 2026 were GLAZER CAPITAL, LLC (2.13Mn), Jpmorgan Chase & Co (534.03K), MILLENNIUM MANAGEMENT LLC (307.89K), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (224.8K), AQR CAPITAL MANAGEMENT LLC (208.24K).
Per Business Quant, the top 10 investors in BHF for the quarter ending June 2026 include BlackRock, Inc. (5.39Mn), UBS Group AG (4.2Mn), DIMENSIONAL FUND ADVISORS LP (3.63Mn), DME Capital Management, LP (2.84Mn), AMERICAN CENTURY COMPANIES INC (2.65Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.6Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.49Mn), State Street Corp (2.08Mn), Morgan Stanley (1.88Mn), MILLENNIUM MANAGEMENT LLC (1.22Mn).

Form 13F Holdings

474 Institutional Holders

Report period 30 Jun, 2026

Total shares held 53.06Mn

Of outstanding 92.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,393,709	9.37%	▲120,769	+2.29%	$341.42Mn
2	UBS Group AG	0001610520	4,200,939	7.30%	▲466,463	+12.49%	$265.92Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	3,634,379	6.32%	▲78,556	+2.21%	$230.06Mn
4	DME Capital Management, LP	0001489933	2,842,100	4.94%	0	0.00%	$179.90Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	2,653,810	4.61%	▲61,405	+2.37%	$167.99Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,596,834	4.51%	▲27,160	+1.06%	$164.38Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,491,401	4.33%	▼7,663	-0.31%	$157.71Mn
8	State Street Corp	0000093751	2,082,421	3.62%	▲143,523	+7.40%	$131.82Mn
9	Morgan Stanley	0000895421	1,878,445	3.26%	▲591,209	+45.93%	$118.91Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	1,218,367	2.12%	▼307,891	-20.17%	$77.12Mn
11	SOROS FUND MANAGEMENT LLC	0001029160	1,116,250	1.94%	▲269,456	+31.82%	$70.66Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,098,870	1.91%	▼1,367	-0.12%	$69.58Mn
13	AQR Arbitrage LLC	0001167456	927,295	1.61%	▲77,540	+9.12%	$58.70Mn
14	ALLIANCEBERNSTEIN L.P.	0001109448	922,760	1.60%	▲89,239	+10.71%	$55.25Mn
15	HSBC HOLDINGS PLC	0000873630	865,171	1.50%	▲322,422	+59.41%	$54.90Mn
16	Kryger Capital LLC	0002123957	769,937	1.34%	▲267,203	+53.15%	$48.74Mn
17	Goldman Sachs Group Inc	0000886982	726,823	1.26%	▲72,838	+11.14%	$46.01Mn
18	Qube Research & Technologies Ltd	0001729829	694,671	1.21%	▲575,768	+484.23%	$43.97Mn
19	Citigroup Inc	0000831001	689,207	1.20%	▲5,811	+0.85%	$43.63Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	587,029	1.02%	▲19,782	+3.49%	$37.16Mn

Showing 1 to 20 of 474 holders