BHF · Brighthouse Financial, Inc. · Shareholders & Ownership
$46.03
-1.61 (-3.38%)
At close · Oct 21
Return incl. dividend (before tax)
Market Cap
$2.71B
Shares
57.51M
Volume · Oct 21
626.06K
Avg daily vol (3M)
941.88K
Every disclosed holder of BHF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BHF
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 52,372,399 | 91.06% |
| Insiders (Forms 3, 4, 5) | 770,394 | 1.34% |
| 13D/G-only blocks | 594,195 | 1.03% |
| Remaining | 3,774,575 | 6.56% |
| Registered funds (N-PORT, not summed) | 19,223,460 | 33.43% |
Shares outstanding: 57,511,563, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BHF
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,393,709 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,955,146 | ||
| 1.2 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
286,577 | ||
| 1.3 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
237,121 | ||
| 1.4 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
127,042 | ||
| 1.5 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
87,322 | ||
| 2 |
|
4,200,939 | ||
| 3 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,634,379 | ||
| 3.1 |
DIMENSIONAL FUND ADVISORS LP
13G
CIK 354204 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,634,379 | ||
| 3.2 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
777,647 | ||
| 3.3 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
478,919 | ||
| 3.4 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
416,176 | ||
| 3.5 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
327,487 | ||
| 4 |
DME Capital Management, LP
13F
CIK 1489933 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,842,100 | ||
| 5 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,653,810 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,596,834 | ||
| 7 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,491,401 | ||
| 8 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
2,143,650 | ||
| 9 |
|
2,082,421 | ||
| 9.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
289,444 | ||
| 9.2 |
State Street(R) SPDR(R) S&P(R) Insurance ETF
Fund
S000006979 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
129,821 | ||
| 9.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
87,353 | ||
| 9.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
17,973 | ||
| 9.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
10,884 | ||
| 10 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,878,445 | ||
| 10.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
179 | ||
| 11 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,822,663 | ||
| 12 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,316,099 | ||
| 13 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,218,367 | ||
| 14 |
SOROS FUND MANAGEMENT LLC
13F
CIK 1029160 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,116,250 | ||
| 15 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,098,870 | ||
| 16 |
AQR Arbitrage LLC
13F
CIK 1167456 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
927,295 | ||
| 17 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
922,760 | ||
| 17.1 |
AB All Market Total Return Portfolio
Fund
S000010512 · Registered fund · Jun 30, 2026
AB PORTFOLIOS, not summed
|
17,105 | ||
| 18 |
HSBC HOLDINGS PLC
13F
CIK 873630 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
865,171 | ||
| 19 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
834,558 | ||
| 20 |
Kryger Capital LLC
13F
CIK 2123957 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
769,937 | ||
| 21 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
726,823 | ||
| 21.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
3,371 | ||
| 21.2 |
Goldman Sachs JUST U.S. Large Cap Equity ETF
Fund
S000061377 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
764 | ||
| 21.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
679 | ||
| 22 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
694,671 | ||
| 23 |
|
689,207 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
654,500 | ||
| 25 |
Dodge & Cox
13G
CIK 200217 · Registered investment adviser · Feb 28, 2025
Rule 13d-1(b), qualified institution
|
594,195 | ||
| 26 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
587,029 | ||
| 26.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
275,282 | ||
| 26.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
148,228 | ||
| 26.3 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
48,578 | ||
| 26.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
33,531 | ||
| 26.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
32,972 | ||
| 27 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
582,994 | ||
| 27.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
37,178 | ||
| 27.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
12,956 | ||
| 27.3 |
Large Cap Value Fund
Fund
S000001271 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,995 | ||
| 28 |
NEXPOINT ASSET MANAGEMENT, L.P.
13F
CIK 1469877 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
582,977 | ||
| 28.1 |
Nexpoint Merger Arbitrage Fund
Fund
S000054634 · Registered fund · Jun 30, 2026
NexPoint Funds I, not summed
|
554,861 | ||
| 28.2 |
NexPoint Event Driven Fund
Fund
S000021242 · Registered fund · Jun 30, 2026
NexPoint Funds I, not summed
|
6,526 | ||
| 29 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,803 | ||
| 29.1 |
Franklin Mutual Quest Fund
Fund
S000007863 · Registered fund · Jun 30, 2026
Franklin Mutual Series Funds, not summed
|
575,469 | ||
| 29.2 |
Putnam Dynamic Asset Allocation Growth Fund
Fund
S000000780 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
10,668 | ||
| 29.3 |
Putnam Dynamic Asset Allocation Balanced Fund
Fund
S000000778 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
8,423 | ||
| 29.4 |
Putnam Dynamic Asset Allocation Conservative Fund
Fund
S000000779 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
1,720 | ||
| 29.5 |
Putnam Dynamic Asset Allocation Equity Fund
Fund
S000024760 · Registered fund · May 31, 2026
Putnam Funds Trust, not summed
|
869 | ||
| 30 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC
13F
CIK 919185 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
503,412 | ||
| 31 |
ALPINE ASSOCIATES MANAGEMENT INC.
13F
CIK 1396835 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
490,920 | ||
| 32 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
418,000 | ||
| 33 |
Calamos Advisors LLC
13F
CIK 1316507 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
391,771 | ||
| 33.1 |
Calamos Market Neutral Income Fund
Fund
S000004062 · Registered fund · Jul 31, 2026
CALAMOS INVESTMENT TRUST/IL, not summed
|
391,771 | ||
| 33.2 |
Calamos Merger Arbitrage Fund
Fund
S000081268 · Registered fund · Jul 31, 2026
CALAMOS INVESTMENT TRUST/IL, not summed
|
2,211 | ||
| 34 |
|
374,641 | ||
| 35 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
361,718 | ||
| 36 |
ODDO BHF ASSET MANAGEMENT SAS
13F
CIK 1686970 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
340,000 | ||
| 37 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
329,974 | ||
| 37.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
2,112 | ||
| 38 |
Jefferies Financial Group Inc.
13F
CIK 96223 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
312,710 | ||
| 39 |
PRELUDE CAPITAL MANAGEMENT, LLC
13F
CIK 1387508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
304,880 | ||
| 40 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
294,000 | ||
| 41 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
285,943 | ||
| 42 |
Balyasny Asset Management L.P.
13F
CIK 1218710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
265,374 | ||
| 43 |
GLAZER CAPITAL, LLC
13F
CIK 1076809 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
260,639 | ||
| 44 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
247,804 | ||
| 44.1 |
Invesco S&P Midcap 400 Pure Value ETF
Fund
S000060796 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
98,900 | ||
| 44.2 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
52,954 | ||
| 44.3 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
18,918 | ||
| 44.4 |
Invesco Russell 1000 Equal Weight ETF
Fund
S000047524 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
7,973 | ||
| 44.5 |
Invesco S&P Midcap 400 QVM Multi-Factor ETF
Fund
S000072319 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
7,120 | ||
| 45 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
245,044 | ||
| 46 |
Allianz Asset Management GmbH
13F
CIK 1535323 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
225,686 | ||
| 46.1 |
PIMCO Global Core Asset Allocation Fund
Fund
S000023224 · Registered fund · Jun 30, 2026
PIMCO FUNDS, not summed
|
6,100 | ||
| 46.2 |
PIMCO Global Managed Asset Allocation Portfolio
Fund
S000024339 · Registered fund · Jun 30, 2026
PIMCO VARIABLE INSURANCE TRUST, not summed
|
5,700 | ||
| 46.3 |
PIMCO Inflation Response Multi-Asset Fund
Fund
S000033597 · Registered fund · Jun 30, 2026
PIMCO FUNDS, not summed
|
2,700 | ||
| 46.4 |
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Fund
S000057225 · Registered fund · Jun 30, 2026
PIMCO Equity Series, not summed
|
1,753 | ||
| 47 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
214,276 | ||
| 48 |
Squarepoint Ops LLC
13F
CIK 1642575 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
205,079 | ||
| 49 |
NATIXIS
13F
CIK 1274981 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
204,595 | ||
| 50 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
203,578 |
46 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1685040
CUSIP
10922N103
13F (30d)
67 filings
67 filers
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