BFH Bread Financial Holdings, Inc.

NYSE
$107.85

Bread Financial Holdings, Inc. (BFH) Institutional Ownership

What the institutions did with BFH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
452
filed both this quarter and last
Managers holding
411
+28 on the quarter
Buyers
192
69 opened new
Sellers
199
41 sold out entirely
Buyer share
49.1%
of managers who traded it
Breadth
-1.8
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 3.9M 9.8%
DIMENSIONAL FUND ADVISORS LP 3.1M 7.8%
VANGUARD PORTFOLIO MANAGEMENT LLC 2.6M 6.6%
AMERICAN CENTURY COMPANIES INC 1.8M 4.5%
Allianz Asset Management GmbH 1.8M 4.5%
VANGUARD CAPITAL MANAGEMENT LLC 1.8M 4.4%
STATE STREET CORP 1.7M 4.2%
TURTLE CREEK ASSET MANAGEMENT INC. 1.3M 3.3%
GEODE CAPITAL MANAGEMENT, LLC 1.1M 2.9%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.0M 2.6%
HSBC HOLDINGS PLC 907.5K 2.3%
FRANKLIN RESOURCES INC 823.2K 2.1%
JACOBS LEVY EQUITY MANAGEMENT, INC 769.8K 1.9%
GOLDMAN SACHS GROUP INC 762.1K 1.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 612.5K 1.5%
BANK OF AMERICA CORP /DE/ 607.4K 1.5%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 583.3K 1.5%
MORGAN STANLEY 564.7K 1.4%
LSV ASSET MANAGEMENT 527.3K 1.3%
NORTHERN TRUST CORP 521.2K 1.3%
WELLINGTON MANAGEMENT GROUP LLP 498.4K 1.3%
NEUBERGER BERMAN GROUP LLC 469.5K 1.2%
Empowered Funds, LLC 461.9K 1.2%
PRINCIPAL FINANCIAL GROUP INC 395.7K 1.0%
Bank of New York Mellon Corp 364.3K 0.9%

Largest changes

Manager Action Previous Current Change
TURTLE CREEK ASSET MANAGEMENT INC. Reduced 2.4M 1.3M -1.1M
Allianz Asset Management GmbH Increased 1.3M 1.8M +441.9K
BlackRock, Inc. Reduced 4.2M 3.9M -336.2K
SG Americas Securities, LLC Reduced 350.1K 14.8K -335.3K
WELLINGTON MANAGEMENT GROUP LLP Reduced 828.3K 498.4K -329.8K
FRANKLIN RESOURCES INC Reduced 1.1M 823.2K -326.3K
PZENA INVESTMENT MANAGEMENT LLC Reduced 613.7K 327.4K -286.2K
Empowered Funds, LLC Increased 193.1K 461.9K +268.8K
Squarepoint Ops LLC Reduced 203.6K 11.4K -192.1K
JACOBS LEVY EQUITY MANAGEMENT, INC Reduced 946.3K 769.8K -176.4K
Philadelphia Financial Management of San Francisco, LLC Sold Out 172.2K 0 -172.2K
AMERICAN CENTURY COMPANIES INC Increased 1.6M 1.8M +159.6K
CITADEL ADVISORS LLC Sold Out 147.2K 0 -147.2K
WELLS FARGO & COMPANY/MN Increased 52.1K 193.2K +141.0K
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 2.8M 2.6M -134.5K
J. Goldman & Co LP Reduced 132.6K 2.0K -130.6K
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Reduced 708.5K 583.3K -125.2K
MILLENNIUM MANAGEMENT LLC Increased 180.8K 305.3K +124.5K
UBS Group AG Reduced 435.3K 319.8K -115.4K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 1.9M 1.8M -111.7K
JUPITER ASSET MANAGEMENT LTD Sold Out 106.2K 0 -106.2K
HSBC HOLDINGS PLC Reduced 1.0M 907.5K -102.4K
LSV ASSET MANAGEMENT Increased 425.6K 527.3K +101.6K
Brevan Howard Capital Management LP Increased 3.4K 104.5K +101.1K
DEUTSCHE BANK AG\ Reduced 163.2K 67.0K -96.2K
Trexquant Investment LP Reduced 100.6K 6.9K -93.7K
Walleye Capital LLC New 0 91.4K +91.4K
ExodusPoint Capital Management, LP Reduced 96.8K 13.4K -83.4K
STATE STREET CORP Reduced 1.8M 1.7M -83.1K
BW Gestao de Investimentos Ltda. Sold Out 80.0K 0 -80.0K
WINTON GROUP Ltd Reduced 89.0K 10.2K -78.9K
Edgestream Partners, L.P. Increased 34.6K 111.0K +76.4K
Balyasny Asset Management L.P. New 0 72.6K +72.6K
Russell Investments Group, Ltd. Reduced 185.2K 122.6K -62.7K
Miller Value Partners, LLC Reduced 193.7K 132.8K -60.9K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced 1.1M 1.0M -58.4K
D. E. Shaw & Co., Inc. Reduced 125.4K 71.2K -54.1K
GEODE CAPITAL MANAGEMENT, LLC Reduced 1.2M 1.1M -53.1K
SCHRODER INVESTMENT MANAGEMENT GROUP Increased 138.1K 190.0K +51.9K
Universal- Beteiligungs- und Servicegesellschaft mbH Increased 48.0K 99.7K +51.8K
MORGAN STANLEY Reduced 615.6K 564.7K -50.9K
AMERIPRISE FINANCIAL INC Reduced 219.9K 172.6K -47.3K
HRT FINANCIAL LP Reduced 67.3K 20.6K -46.7K
XTX Topco Ltd Increased 10.4K 56.3K +45.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced 654.1K 612.5K -41.6K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Increased 94.3K 135.9K +41.5K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced 182.6K 142.3K -40.3K
BOOTHBAY FUND MANAGEMENT, LLC New 0 39.6K +39.6K
Mitsubishi UFJ Trust & Banking Corp Reduced 51.0K 11.8K -39.2K
Jefferies Financial Group Inc. Increased 58.9K 97.5K +38.6K
Susquehanna Portfolio Strategies, LLC Reduced 80.9K 44.6K -36.2K
CREDIT AGRICOLE S A New 0 36.0K +36.0K
Factorial Partners, LLC Sold Out 35.0K 0 -35.0K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Increased 39.7K 73.7K +34.0K
CAPITAL FUND MANAGEMENT S.A. Increased 126.3K 159.5K +33.2K
CAXTON ASSOCIATES LLP New 0 32.8K +32.8K
Cambria Investment Management, L.P. Reduced 132.8K 100.8K -32.0K
TWO SIGMA INVESTMENTS, LP Reduced 138.2K 106.7K -31.5K
Tweedy, Browne Co LLC Sold Out 31.3K 0 -31.3K
Weiss Asset Management LP Sold Out 30.6K 0 -30.6K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.