Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BHF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.3M | $315.7M | -1.7% | 9.179% | 0.01% |
| 2 | UBS Group AG | 3.7M | $223.6M | +47.0% | 6.501% | 0.03% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3.6M | $212.9M | +1.7% | 6.190% | 0.04% |
| 4 | DME Capital Management, LP | 2.8M | $170.2M | +1.8% | 4.947% | 5.33% |
| 5 | AMERICAN CENTURY COMPANIES INC | 2.6M | $155.2M | +10.7% | 4.513% | 0.08% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $153.9M | β | 4.473% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $149.6M | β | 4.350% | 0.01% |
| 8 | STATE STREET CORP | 1.9M | $116.1M | -1.7% | 3.375% | 0.00% |
| 9 | MILLENNIUM MANAGEMENT LLC | 1.6M | $95.2M | +154.5% | 2.769% | 0.06% |
| 10 | MORGAN STANLEY | 1.3M | $77.1M | +1.8% | 2.241% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $65.9M | +2.8% | 1.915% | 0.00% |
| 12 | ALLIANCEBERNSTEIN L.P. | 834K | $54.0M | +38.5% | 1.451% | 0.02% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 885K | $53.0M | +4.7% | 1.541% | 0.01% |
| 14 | CNH PARTNERS LLC | 850K | $50.9M | +50.1% | 1.479% | 0.84% |
| 15 | SOROS FUND MANAGEMENT LLC | 847K | $50.7M | +9.4% | 1.474% | 0.60% |
| 16 | FRANKLIN RESOURCES INC | 773K | $46.3M | +53.9% | 1.346% | 0.01% |
| 17 | CITIGROUP INC | 683K | $40.9M | +46.4% | 1.190% | 0.02% |
| 18 | GOLDMAN SACHS GROUP INC | 654K | $39.2M | +119.3% | 1.138% | 0.00% |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 643K | $38.5M | +64.5% | 1.119% | 0.06% |
| 20 | NORTHERN TRUST CORP | 599K | $35.9M | +3.8% | 1.042% | 0.00% |
| 21 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. | 577K | $34.5M | 0.0% | 1.004% | 2.37% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 567K | $34.0M | +11.9% | 0.987% | 0.01% |
| 23 | HSBC HOLDINGS PLC | 543K | $32.7M | β | 0.945% | 0.02% |
| 24 | Kryger Capital LLC | 503K | $30.1M | β | 0.875% | 2.13% |
| 25 | ALPINE ASSOCIATES MANAGEMENT INC. | 454K | $27.2M | +21.8% | 0.790% | 1.60% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BHF β a direct measure of their conviction.
Filings activity in BHF during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 454 | +2.5% | 83.55% | 4.53 pp | $3.03B | 5.1% |
| Q4 2025 | 443 | +7.8% | 88.08% | +10.96 pp | $3.19B | +14% |
| Q3 2025 | 411 | 6.4% | 77.12% | 0.61 pp | $2.79B | 0.8% |
| Q2 2025 | 439 | +3.5% | 77.73% | +6.17 pp | $2.81B | +8.6% |
| Q1 2025 | 424 | +6.3% | 71.56% | +8.78 pp | $2.59B | +14% |
| Q4 2024 | 399 | 1.5% | 62.78% | +6.98 pp | $2.27B | +13% |
| Q3 2024 | 405 | 3.8% | 55.80% | 1.53 pp | $2.02B | 2.7% |
| Q2 2024 | 421 | β | 57.33% | β | $2.08B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BHF stock.
Based on Q1 2026 13F filings, institutional ownership of Brighthouse Financial, Inc. stands at 83.5%, held across 454 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BHF, with approximately 5,272,940 shares worth $0.32B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of BHF, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, SOROS FUND MANAGEMENT LLC.
Our composite Smart Money Score for BHF is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
73 institutions opened new positions in BHF during Q1 2026, while 62 fully exited. 91 added to existing positions and 281 trimmed.
BHF institutional ownership fell by 4.53 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 55.2% of all reported 13F value in BHF, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brighthouse Financial, Inc. (BHF) Institutional Ownership