DaveManuel.com · Institutional Ownership · Who Owns It
BRIGHTHOUSE FINL INC (BHF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
483
Reporting holders
$3.5B
Reported value
91.3%
Of shares outstanding
2.6%
Calls
2.2%
Puts
+8
Holder change
Institutions report 52,519,946 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.
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
| 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 incl. $4.1M options PUT | 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 incl. $41.1M options CALL+PUT | 33,031 | 0.00% | 31q | +267.0%+$31.4M |
| Walleye Trading LLC | $41.8M CALL+PUT | options only | 0.05% | 7q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.2M | 587,029 | 0.00% | 31q | +3.5%+$1.3M |
| 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 CALL+PUT | 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 incl. $12.4M options CALL+PUT | 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 incl. $95.0K options CALL | 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 |
| GLAZER CAPITAL, LLC | $17.0M incl. $456.0K options PUT | 260,639 | 0.42% | 3q | -89.1%-$138.7M |
| 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 incl. $13.1M options CALL | 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 incl. $6.3M options PUT | 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 |
| SYQUANT CAPITAL SAS | $9.7M | 153,852 | 2.18% | 3q | -9.4%-$1.0M |
| Groupe la Francaise | $9.7M | 153,089 | 0.12% | 3q | -15.4%-$1.8M |
| 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 incl. $4.4M options PUT | 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 |
| Nuveen, LLC | $7.1M | 112,059 | 0.00% | 6q | +15.6%+$954.9K |
| EQUITEC PROPRIETARY MARKETS, LLC | $7.0M incl. $4.8M options CALL+PUT | 34,020 | 1.25% | 3q | +142.7%+$4.1M |
| LSV ASSET MANAGEMENT | $6.7M | 105,773 | 0.01% | 31q | -0.8%-$50.6K |
| NATIONAL BANK OF CANADA /FI/ | $6.3M | 100,000 | 0.00% | new | NEW |
| Athos Capital Ltd | $6.3M | 100,000 | 2.25% | 2q | -23.1%-$1.9M |
| 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 incl. $117.2K options CALL+PUT | 69,788 | 0.46% | 2q | -1.4%-$65.0K |
| Capula Management Ltd | $4.5M CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.2M | 65,953 | 0.00% | 31q | -5.2%-$230.1K |
| 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 |
| Verition Fund Management LLC | $3.6M | 57,343 | 0.02% | 12q | -20.0%-$906.3K |
| AMERIPRISE FINANCIAL INC | $3.6M | 57,288 | 0.00% | 31q | -1.0%-$36.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $3.6M | 57,166 | 0.01% | 31q | -7.0%-$273.2K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.5M | 54,632 | 0.00% | 31q | +6.2%+$203.3K |
| Russell Investments Group, Ltd. | $3.4M | 54,178 | 0.00% | 31q | -17.8%-$742.6K |
| Governors Lane LP | $3.4M PUT | 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 |
Showing the largest 100 of 483 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-18 | 2026-08-18 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 128 | $28.4M | 573,681 | 17 | 28 | 21 | 0.0% |
| Q2 2026 | 483 | $3.5B | 52,519,946 | 53 | 127 | 120 | 4.8% |
| Q1 2026 | 475 | $3.3B | 53,048,289 | 59 | 124 | 113 | 4.5% |
| Q4 2025 | 462 | $3.5B | 52,321,202 | 88 | 97 | 123 | 2.7% |
| Q3 2025 | 444 | $3.1B | 49,857,791 | 66 | 98 | 138 | 13.6% |
| Q2 2025 | 447 | $2.9B | 49,626,519 | 62 | 114 | 132 | 7.8% |
| Q1 2025 | 443 | $2.8B | 47,038,598 | 77 | 100 | 117 | 2.5% |
| Q4 2024 | 408 | $2.3B | 48,452,675 | 37 | 95 | 111 | 0.5% |
| Q3 2024 | 407 | $2.1B | 47,326,140 | 36 | 89 | 133 | 0.4% |
| Q2 2024 | 423 | $2.1B | 49,270,456 | 42 | 87 | 155 | 0.5% |
| Q1 2024 | 424 | $2.7B | 52,513,535 | 39 | 97 | 142 | 0.5% |
| Q4 2023 | 424 | $2.7B | 51,525,670 | 40 | 85 | 134 | 0.3% |
| Q3 2023 | 397 | $2.6B | 52,219,403 | 34 | 86 | 129 | 0.3% |
| Q2 2023 | 403 | $2.5B | 52,744,934 | 40 | 81 | 133 | 0.3% |
| Q1 2023 | 410 | $2.4B | 54,505,661 | 47 | 85 | 130 | 0.7% |
| Q4 2022 | 418 | $2.9B | 55,639,867 | 81 | 82 | 148 | 0.4% |
| Q3 2022 | 357 | $7.8B | 178,164,978 | 47 | 86 | 122 | 0.4% |
| Q2 2022 | 363 | $7.5B | 182,226,994 | 49 | 86 | 133 | 0.3% |
| Q1 2022 | 369 | $5.3B | 101,191,905 | 38 | 76 | 129 | 0.9% |
| Q4 2021 | 378 | $6.0B | 114,340,353 | 39 | 83 | 137 | 1.3% |
| Q3 2021 | 356 | $5.4B | 117,183,179 | 34 | 83 | 121 | 1.2% |
| Q2 2021 | 356 | $5.5B | 120,221,884 | 34 | 70 | 129 | 1.2% |
| Q1 2021 | 361 | $5.5B | 123,235,794 | 56 | 78 | 136 | 0.7% |
| Q4 2020 | 358 | $4.7B | 128,753,029 | 58 | 77 | 120 | 1.3% |
| Q3 2020 | 329 | $6.3B | 230,494,168 | 37 | 65 | 136 | 0.9% |
| Q2 2020 | 345 | $5.6B | 201,261,590 | 68 | 86 | 118 | 0.9% |
| Q1 2020 | 330 | $6.7B | 274,283,402 | 41 | 89 | 124 | 0.8% |
| Q4 2019 | 408 | $9.3B | 233,384,175 | 58 | 112 | 137 | 1.4% |
| Q3 2019 | 389 | $8.6B | 210,166,183 | 44 | 104 | 148 | 1.3% |
| Q2 2019 | 396 | $10.8B | 290,529,102 | 45 | 108 | 148 | 1.1% |
| Q1 2019 | 453 | $10.3B | 280,298,350 | 72 | 118 | 158 | 1.4% |
| Q4 2018 | 437 | $9.5B | 307,512,255 | 12 | 5 | 14 | 1.1% |