Who owns Brighthouse Financial (BHF)
Which tracked institutional funds hold BHF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened BHF while 68 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BHF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BHF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BHF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 437 tracked filers holding BHF, 178 increased or opened the position and 201 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BHF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- Man Group plc$11M
- MIZUHO MARKETS AMERICAS LLC$6M
- NATIONAL BANK OF CANADA /FI/$6M
- BANK OF NOVA SCOTIA$3M
- P SCHOENFELD ASSET MANAGEMENT LP$2M
- DLD Asset Management, LP$2M
Full exits 35
- GLAZER CAPITAL, LLC$143M
- M3F, Inc.$17M
- Hudson Bay Capital Management LP$12M
- HBK INVESTMENTS L P$12M
- SYQUANT CAPITAL SAS$10M
- HENNESSY ADVISORS INC$9M
Largest adds
- BlackRock, Inc.$163M
- UBS Group AG$42M
- MORGAN STANLEY$42M
- Qube Research & Technologies Ltd$37M
- HSBC HOLDINGS PLC$22M
- SOROS FUND MANAGEMENT LLC$20M
Largest trims
- NORGES BANK$27M
- JPMORGAN CHASE & CO$21M
- MILLENNIUM MANAGEMENT LLC$14M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12M
- AQR CAPITAL MANAGEMENT LLC$12M
- FRANKLIN RESOURCES INC$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,393,709 | $341M | 10.8% | 2026-Q2 |
| UBS Group AG added | 4,200,939 | $266M | 8.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,634,379 | $230M | 7.3% | 2026-Q2 |
| DME Capital Management, LP | 2,842,100 | $180M | 5.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,653,810 | $168M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,596,834 | $164M | 5.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,491,401 | $158M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 2,082,421 | $132M | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,878,445 | $119M | 3.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,218,367 | $77M | 2.4% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 1,116,250 | $71M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,098,870 | $70M | 2.2% | 2026-Q2 |
| AQR Arbitrage LLC added | 927,295 | $59M | 1.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 922,760 | $55M | 1.8% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 865,171 | $55M | 1.7% | 2026-Q2 |
| Kryger Capital LLC added | 769,937 | $49M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 726,823 | $46M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 694,671 | $44M | 1.4% | 2026-Q2 |
| CITIGROUP INC added | 689,207 | $44M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 587,029 | $37M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 582,994 | $37M | 1.2% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 582,977 | $37M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 570,803 | $36M | 1.1% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 503,412 | $32M | 1.0% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 490,920 | $31M | 1.0% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 418,000 | $26M | 0.8% | 2026-Q2 |
| Calamos Advisors LLC | 391,771 | $25M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 361,718 | $23M | 0.7% | 2026-Q2 |
| ODDO BHF ASSET MANAGEMENT SAS | 340,000 | $22M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 329,974 | $21M | 0.7% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 312,710 | $20M | 0.6% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 304,880 | $19M | 0.6% | 2026-Q2 |
| NORGES BANK trimmed | 294,000 | $19M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 285,943 | $18M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 265,374 | $17M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 247,804 | $16M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 245,044 | $16M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 225,686 | $14M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 214,276 | $14M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 205,079 | $13M | 0.4% | 2026-Q2 |
| NATIXIS added | 204,595 | $13M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 203,578 | $13M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 194,882 | $12M | 0.4% | 2026-Q2 |
| GRACE & WHITE INC /NY | 187,642 | $12M | 0.4% | 2026-Q2 |
| Man Group plc added | 176,444 | $11M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 159,729 | $10M | 0.3% | 2026-Q2 |
| Groupe la Francaise trimmed | 153,089 | $10M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 148,515 | $9M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 144,008 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 142,717 | $9M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 129,870 | $8M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 125,064 | $8M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 124,660 | $8M | 0.3% | 2026-Q2 |
| CREDIT INDUSTRIEL ET COMMERCIAL trimmed | 116,192 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 114,700 | $7M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 112,059 | $7M | 0.2% | 2026-Q2 |
| Murchinson Ltd. added | 103,740 | $7M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC new | 100,000 | $6M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 100,000 | $6M | 0.2% | 2026-Q2 |
| ADAR1 Capital Management, LLC | 95,523 | $6M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 91,644 | $6M | 0.2% | 2026-Q2 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 91,014 | $6M | 0.2% | 2026-Q2 |
| KESTREL INVESTMENT MANAGEMENT CORP | 90,400 | $6M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 90,111 | $6M | 0.2% | 2026-Q2 |
| Polar Asset Management Partners Inc. added | 89,289 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 85,872 | $6M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 84,664 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 82,230 | $5M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 79,142 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 75,929 | $5M | 0.2% | 2026-Q2 |
| NINE MASTS CAPITAL Ltd trimmed | 69,788 | $4M | 0.1% | 2026-Q2 |
| Kapitalo Investimentos Ltda | 67,400 | $4M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 67,001 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 65,953 | $4M | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 61,886 | $4M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 61,158 | $4M | 0.1% | 2026-Q2 |
| Four Tree Island Advisory LLC added | 59,804 | $4M | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 59,558 | $4M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 58,688 | $4M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 57,343 | $4M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 57,288 | $4M | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC added | 56,180 | $4M | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 55,550 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 54,632 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 54,178 | $3M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 53,000 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 51,535 | $3M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp | 50,000 | $3M | 0.1% | 2026-Q2 |
| Westchester Capital Management, LLC | 49,090 | $3M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 47,396 | $3M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC | 46,786 | $3M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | 45,499 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 45,252 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 44,594 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 44,335 | $3M | 0.1% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 43,518 | $3M | 0.1% | 2026-Q2 |
| Yakira Capital Management, Inc. trimmed | 43,265 | $3M | 0.1% | 2026-Q2 |
| Waterfront Wealth Inc. added | 37,670 | $2M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 37,602 | $2M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 35,844 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.