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Bread Financial Ownership | Who Owns Bread Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Bread Financial Ownership Summary

Bread Financial is owned by 106.16% institutional investors, 0.70% insiders. Vanguard group is the largest institutional shareholder, holding 11.66% of BFH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Bread Financial shares.

BFH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBread Financial106.16%0.70%-6.86%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryCredit Services Stocks46.04%7.52%46.44%
IdeaBuy Now Pay Later Stocks List61.56%1.31%37.13%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.15M6.34%-
Vanguard Total Stock Mkt Idx Inv1.53M3.08%-7.13K
Vanguard Small Cap Index1.24M2.50%2.45K
Avantis US Small Cap Value ETF1.09M2.19%-
Vanguard Small Cap Value Index Inv841.76K1.69%-292.00
DFA US Small Cap Value I793.07K1.60%48.33K
Vanguard Institutional Extnd Mkt Idx Tr734.29K1.48%-25.49K
iShares Russell 2000 ETF642.74K1.29%-
Delaware Small Cap Value A598.20K1.20%-
Franklin US Small Cap Value Equity554.41K1.12%-161.68K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 28, 2024Fawcett John J.-Buy$51.02K
Aug 12, 2024Fawcett John J.-Buy$99.64K
Jan 29, 2024Turtle Creek Asset Management Inc.-Sell$138.73K
Jan 29, 2024Turtle Creek Asset Management Inc.-Sell$12.96K
Jan 29, 2024Turtle Creek Asset Management Inc.-Sell$115.85K

Insider Transactions Trends

DateBuySell
2024 Q41-
2024 Q31-
2024 Q2--
2024 Q1-87
2023 Q4-75

BFH Ownership FAQ

Who Owns Bread Financial?

Bread Financial shareholders are primarily institutional investors at 106.16%, followed by 0.70% insiders and -6.86% retail investors. The average institutional ownership in Bread Financial's industry, Credit Services Stocks, is 46.04%, which Bread Financial exceeds.

Who owns the most shares of Bread Financial?

Bread Financial’s largest shareholders are Vanguard group (5.79M shares, 11.66%), Blackrock (4.83M shares, 9.74%), and Turtle creek asset management (4.68M shares, 9.44%). Together, they hold 30.84% of Bread Financial’s total shares outstanding.

Does Blackrock own Bread Financial?

Yes, BlackRock owns 9.74% of Bread Financial, totaling 4.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 215.22M$. In the last quarter, BlackRock decreased its holdings by -9.28K shares, a -0.19% change.

Who is Bread Financial’s biggest shareholder by percentage of total assets invested?

Miller value partners is Bread Financial’s biggest shareholder by percentage of total assets invested, with 7.25% of its assets in 254.78K Bread Financial shares, valued at 11.35M$.

Who is the top mutual fund holder of Bread Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Bread Financial shares, with 6.34% of its total shares outstanding invested in 3.15M Bread Financial shares.

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