Brighthouse Financial Ownership 2024 | Who Owns Brighthouse Financial Now?
Institutional Ownership
78.09%
Insider Ownership
1.09%
Retail Ownership
20.82%
Institutional Holders
418.00
Brighthouse Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DODGE & COX | 10.61% | 0.17% | 6,688,783 | -2,050,513 | -23.46% | 289,891,855 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.84% | 0.01% | 6,204,023 | -140,226 | -2.21% | 268,882,356 | Jun 30, 2024 |
| BLACKROCK INC. | 9.44% | 0.01% | 5,950,677 | -189,353 | -3.08% | 257,902,353 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.27% | 0.04% | 3,322,255 | -37,479 | -1.12% | 143,988,322 | Jun 30, 2024 |
| DME CAPITAL MANAGEMENT, LP | 4.72% | 6.30% | 2,973,031 | -48,732 | -1.61% | 128,851,164 | Jun 30, 2024 |
| STATE STREET CORP | 3.59% | 0.00% | 2,264,464 | 53,485 | 2.42% | 98,141,870,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 2.66% | 0.02% | 1,678,723 | -429,421 | -20.37% | 72,756,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.02% | 0.03% | 1,273,882 | 228,814 | 21.89% | 55,210,046 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.72% | 0.00% | 1,083,458 | -9,843 | -0.90% | 46,968,729 | Jun 30, 2024 |
| UBS GROUP AG | 1.62% | 0.01% | 1,018,318 | 2,727 | 0.27% | 44,133,901 | Jun 30, 2024 |
| NORGES BANK | 1.17% | 0.00% | 734,505 | 734,505 | 100.00% | 31,833,447 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.14% | 0.13% | 718,463 | 68,046 | 10.46% | 31,138,186 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.09% | 0.01% | 686,566 | 43,377 | 6.74% | 29,755,771,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.99% | 0.03% | 623,607 | 269,062 | 75.89% | 27,027,128 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.91% | 0.00% | 572,343 | -6,960 | -1.20% | 24,805,349 | Jun 30, 2024 |
| MORGAN STANLEY | 0.84% | 0.00% | 532,163 | -159,332 | -23.04% | 23,064,027 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.61% | 0.06% | 382,711 | 105,421 | 38.02% | 16,586,695 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.58% | 0.00% | 367,919 | -9,715 | -2.57% | 15,945,609 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.54% | 0.57% | 339,221 | -1,462 | -0.43% | 14,701,838 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.54% | 1.02% | 337,795 | -32,682 | -8.82% | 14,640,035 | Jun 30, 2024 |
Brighthouse Financial's largest institutional shareholder is DODGE & COX, holding 10.61% of the company's total share outstanding, currently valued at $289.89M. The top 10 institutional shareholders own together 51.49% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SONIC GP LLC | 0.16% | 8.95% | 100,000 | - | - | 4,334,000 | Jun 30, 2024 |
| DME CAPITAL MANAGEMENT, LP | 4.72% | 6.30% | 2,973,031 | -48,732 | -1.61% | 128,851,164 | Jun 30, 2024 |
| KESTREL INVESTMENT MANAGEMENT CORP | 0.15% | 2.64% | 91,900 | - | - | 3,983,000 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.28% | 2.28% | 175,278 | 30,062 | 20.70% | 7,090,301 | Jun 30, 2024 |
| GRACE & WHITE INC /NY | 0.32% | 1.63% | 200,275 | - | - | 8,679,919 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.54% | 1.02% | 337,795 | -32,682 | -8.82% | 14,640,035 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.07% | 0.75% | 42,535 | 660 | 1.58% | 1,843,467 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.54% | 0.57% | 339,221 | -1,462 | -0.43% | 14,701,838 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.24% | 0.32% | 153,789 | 17,329 | 12.70% | 6,665,215 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.32% | 0.29% | 203,482 | 6,775 | 3.44% | 8,819,000 | Jun 30, 2024 |
| HORIKO CAPITAL MANAGEMENT LLC | 0.03% | 0.27% | 21,761 | - | - | 943,122 | Jun 30, 2024 |
| RANGE FINANCIAL GROUP LLC | 0.02% | 0.26% | 11,957 | 861 | 7.76% | 518,216 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | 0.05% | 0.25% | 31,931 | -2,356 | -6.87% | 1,383,890 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.24% | 7,551 | 7,551 | 100.00% | 327,261 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.22% | 0.23% | 135,730 | 91,175 | 204.63% | 5,882,539 | Jun 30, 2024 |
| KENDALL CAPITAL MANAGEMENT | 0.02% | 0.22% | 15,565 | - | - | 674,587 | Jun 30, 2024 |
| AMERICAN FINANCIAL GROUP INC | 0.02% | 0.21% | 11,362 | - | - | 492,000 | Jun 30, 2024 |
| SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ | 0.02% | 0.19% | 14,000 | - | - | 606,760 | Jun 30, 2024 |
| CHEMISTRY WEALTH MANAGEMENT LLC | 0.03% | 0.18% | 15,907 | -435 | -2.66% | 689,409 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.03% | 0.17% | 17,290 | -517 | -2.90% | 749,349 | Jun 30, 2024 |
The largest Brighthouse Financial shareholder by % of total assets is SONIC GP LLC. The company owns 100.00K shares of Brighthouse Financial (BHF), representing 8.95% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.17% | 0.00% | 734,505 | 734,505 | 100.00% | 31,833,447 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.99% | 0.03% | 623,607 | 269,062 | 75.89% | 27,027,128 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.02% | 0.03% | 1,273,882 | 228,814 | 21.89% | 55,210,046 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.44% | 0.01% | 280,270 | 206,116 | 277.96% | 12,146,902 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.25% | 0.06% | 158,149 | 153,581 | 3362.11% | 6,854,178 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.39% | 0.03% | 247,210 | 144,102 | 139.76% | 10,714,081 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.25% | 0.01% | 157,164 | 127,969 | 438.33% | 6,811,488 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.32% | 0.09% | 203,567 | 125,029 | 159.20% | 8,822,594 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.61% | 0.06% | 382,711 | 105,421 | 38.02% | 16,586,695 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.32% | 0.00% | 202,576 | 94,781 | 87.93% | 8,779,643 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.22% | 0.23% | 135,730 | 91,175 | 204.63% | 5,882,539 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.49% | 0.03% | 307,724 | 89,264 | 40.86% | 13,336,758 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.13% | 0.01% | 79,359 | 79,359 | 100.00% | 3,439,419 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.02% | 78,559 | 78,559 | 100.00% | 3,404,747 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.30% | 0.04% | 189,188 | 76,025 | 67.18% | 8,199,408 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.12% | 0.02% | 72,871 | 72,871 | 100.00% | 3,158,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.11% | 0.05% | 70,540 | 70,540 | 100.00% | 3,057,204 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.14% | 0.13% | 718,463 | 68,046 | 10.46% | 31,138,186 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.29% | 0.00% | 184,009 | 57,086 | 44.98% | 7,974,949 | Jun 30, 2024 |
| STATE STREET CORP | 3.59% | 0.00% | 2,264,464 | 53,485 | 2.42% | 98,141,870,000 | Jun 30, 2024 |
As of Jun 30 2024, Brighthouse Financial's largest institutional buyer is NORGES BANK. The company purchased 734.50K stocks of BHF, valued at $31.83M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DODGE & COX | 10.61% | 0.17% | 6,688,783 | -2,050,513 | -23.46% | 289,891,855 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 2.66% | 0.02% | 1,678,723 | -429,421 | -20.37% | 72,756,000 | Jun 30, 2024 |
| BLACKROCK INC. | 9.44% | 0.01% | 5,950,677 | -189,353 | -3.08% | 257,902,353 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.24% | 0.01% | 152,704 | -183,298 | -54.55% | 6,618,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.84% | 0.00% | 532,163 | -159,332 | -23.04% | 23,064,027 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.03% | 0.00% | 18,735 | -150,342 | -88.92% | 811,975 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.84% | 0.01% | 6,204,023 | -140,226 | -2.21% | 268,882,356 | Jun 30, 2024 |
| MAN GROUP PLC | 0.49% | 0.03% | 308,982 | -92,175 | -22.98% | 13,391,280 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.00% | 0.00% | 816 | -87,043 | -99.07% | 35,365 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -85,038 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.08% | 0.00% | 53,070 | -81,285 | -60.50% | 2,300,054 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | - | - | - | -73,051 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 0.31% | 0.00% | 192,396 | -64,448 | -25.09% | 8,338,443 | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| LUMBARD & KELLNER, LLC | - | - | - | -53,192 | -100.00% | - | Jun 30, 2024 |
| DME CAPITAL MANAGEMENT, LP | 4.72% | 6.30% | 2,973,031 | -48,732 | -1.61% | 128,851,164 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.14% | 0.00% | 88,234 | -47,642 | -35.06% | 3,824,062 | Jun 30, 2024 |
| JBF CAPITAL, INC. | - | - | - | -44,700 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.03% | 0.00% | 19,551 | -42,780 | -68.63% | 853,597 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.00% | 2,165 | -41,361 | -95.03% | 93,831 | Jun 30, 2024 |
As of Jun 30 2024, Brighthouse Financial's biggest institutional seller is DODGE & COX. The company sold -2.05M shares of BHF, valued at $289.89M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.17% | 0.00% | 734,505 | 734,505 | 100.00% | 31,833,447 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.02% | 78,559 | 78,559 | 100.00% | 3,404,747 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.11% | 0.05% | 70,540 | 70,540 | 100.00% | 3,057,204 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.07% | 0.01% | 45,253 | 45,253 | 100.00% | 1,961,265 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.02% | 0.00% | 12,500 | 12,500 | 100.00% | 541,750 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.01% | 11,740 | 11,740 | 100.00% | 508,812 | Jun 30, 2024 |
| WEXFORD CAPITAL LP | 0.02% | 0.12% | 10,900 | 10,900 | 100.00% | 472,406 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.02% | 0.08% | 10,383 | 10,383 | 100.00% | 449,999 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.00% | 8,039 | 8,039 | 100.00% | 348,410 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.01% | 0.03% | 7,916 | 7,916 | 100.00% | 343,079 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.01% | 0.00% | 7,576 | 7,576 | 100.00% | 328,344 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.24% | 7,551 | 7,551 | 100.00% | 327,261 | Jun 30, 2024 |
| CI INVESTMENTS INC. | 0.01% | 0.00% | 7,000 | 7,000 | 100.00% | 303,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.01% | 6,987 | 6,987 | 100.00% | 302,817 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.09% | 4,916 | 4,916 | 100.00% | 213,059 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 244 | 244 | 100.00% | 10,575 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 159 | 159 | 100.00% | 6,891 | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | 0.00% | 0.00% | 101 | 101 | 100.00% | 4,377 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 92 | 92 | 100.00% | 3,987 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 72 | 72 | 100.00% | 3,135 | Jun 30, 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 0.00% | 0.00% | 66 | 66 | 100.00% | 3,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 46 | 46 | 100.00% | 1,994 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 36 | 36 | 100.00% | 1,560 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 24 | 24 | 100.00% | 1,040 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.00% | 22 | 22 | 100.00% | 953 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 18 | 18 | 100.00% | 780 | Jun 30, 2024 |
| HANTZ FINANCIAL SERVICES, INC. | - | - | 12 | 12 | 100.00% | 1,000 | Jun 30, 2024 |
| TOTH FINANCIAL ADVISORY CORP | - | - | 8 | 8 | 100.00% | 347 | Jun 30, 2024 |
| CENTRAL TRUST CO | - | - | 7 | 7 | 100.00% | 304 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 7 | 7 | 100.00% | 303 | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | 6 | 6 | 100.00% | 260 | Jun 30, 2024 |
| ASSET DEDICATION, LLC | - | - | 5 | 5 | 100.00% | 217 | Jun 30, 2024 |
| HIGHMARK WEALTH MANAGEMENT LLC | - | 0.00% | 5 | 5 | 100.00% | 217 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | 4 | 4 | 100.00% | 173 | Jun 30, 2024 |
| STUDIO INVESTMENT MANAGEMENT LLC | - | - | 4 | 4 | 100.00% | 173 | Jun 30, 2024 |
| WASHINGTON TRUST CO | - | - | 3 | 3 | 100.00% | 130 | Jun 30, 2024 |
| CENTER FOR FINANCIAL PLANNING, INC. | - | - | 2 | 2 | 100.00% | 87 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | - | 2 | 2 | 100.00% | 85 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | - | 1 | 1 | 100.00% | 44 | Jun 30, 2024 |
Brighthouse Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 734.50K shares, valued at $31.83M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -85,038 | -100.00% | - | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | - | - | - | -73,051 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| LUMBARD & KELLNER, LLC | - | - | - | -53,192 | -100.00% | - | Jun 30, 2024 |
| JBF CAPITAL, INC. | - | - | - | -44,700 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -39,486 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -38,384 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -22,076 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -19,930 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -18,000 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -13,864 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -10,825 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -9,824 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -7,884 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -7,205 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -7,200 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| BURNEY CO/ | - | - | - | -5,462 | -100.00% | - | Jun 30, 2024 |
| ROUNDVIEW CAPITAL LLC | - | - | - | -5,123 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | - | - | - | -4,865 | -100.00% | - | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -4,735 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -4,399 | -100.00% | - | Jun 30, 2024 |
| MEITAV INVESTMENT HOUSE LTD | - | - | - | -4,240 | -100.00% | - | Jun 30, 2024 |
| VISE TECHNOLOGIES, INC. | - | - | - | -3,942 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | - | - | - | -3,895 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,141 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -1,026 | -100.00% | - | Jun 30, 2024 |
| ESTABROOK CAPITAL MANAGEMENT | - | - | - | -450 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -160 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| COSTON, MCISAAC & PARTNERS | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
| PRAIRIEVIEW PARTNERS, LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| ROBBINS FARLEY | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| HAZLETT, BURT & WATSON, INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| CENTERPOINT ADVISORS, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| EVOLUTION ADVISERS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET GROUP, LTD | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Brighthouse Financial's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -85.04K shares, valued at -, as of undefined.
Brighthouse Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 1.59% | -30,099 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 1.17% | 1,364,000 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.93% | 487,000 | - | - | Mar 31, 2024 |
| Cohen & Steers MLP Income & Energy Opportunity Fund | 0.91% | 101,000 | - | - | May 31, 2021 |
| AMG Funds II | 0.88% | 395,000 | - | - | Mar 28, 2024 |
| PIONEER MID CAP VALUE FUND | 0.79% | 138,827 | -35,158 | -20.21% | Jan 31, 2024 |
| Invesco Management Trust | 0.67% | 12,728,000 | - | - | Feb 29, 2024 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | 0.65% | 43,242,000 | - | - | Dec 31, 2023 |
| Natixis ETF Trust | 0.59% | 120,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 0.56% | 2,397,000 | - | - | Dec 31, 2023 |
| AMERICAN PENSION INVESTORS TRUST | 0.44% | 2,642,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.42% | 485,000 | - | - | Mar 28, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.41% | 215,000 | - | - | Jun 30, 2023 |
| AMERICAN PENSION INVESTORS TRUST | 0.41% | 2,461,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 0.40% | 4,500,000 | - | - | Dec 31, 2023 |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 0.36% | 3,500,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 0.31% | 1,310,000 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.29% | 2,250,000 | - | - | Dec 31, 2023 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.29% | 12,727,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.29% | 335,000 | - | - | Mar 28, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.28% | 186,856 | - | - | Mar 28, 2024 |
| SIT MUTUAL FUNDS INC | 0.27% | 100,000 | - | - | Mar 28, 2024 |
| Vanguard Montgomery Funds | 0.27% | 64,273 | - | - | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.27% | 545,000 | - | - | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.26% | 1,500,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.26% | 925,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.24% | 19,281 | - | - | Dec 31, 2022 |
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.24% | 2,145,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.24% | 13,876 | - | - | Dec 31, 2022 |
| SCHRODER GLOBAL SERIES TRUST | 0.23% | 470 | -17,966 | -97.45% | Jan 31, 2021 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 7 | 0.22% | 55,956 | - | - | Feb 29, 2024 |
| Northern Lights Fund Trust | 0.21% | 17,000,000 | - | - | Jan 31, 2024 |
| SEI Exchange Traded Funds | 0.20% | 2,790 | 265 | 10.50% | Dec 31, 2023 |
| ANCHOR SERIES TRUST | 0.20% | 6,290,000 | - | - | Sep 30, 2021 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.19% | 221,000 | - | - | Mar 28, 2024 |
| Invesco Bond Fund | 0.17% | 320,000 | - | - | Feb 29, 2024 |
| Invesco Management Trust | 0.17% | 3,255,000 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.17% | 316,000 | - | - | Feb 29, 2024 |
| AMG FUNDS III | 0.17% | 890,000 | - | - | Mar 28, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.16% | 3,482,000 | - | - | Mar 28, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.16% | 11,546 | - | - | Sep 30, 2022 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.16% | 13,646,000 | - | - | Feb 29, 2024 |
| iShares U.S. ETF Trust | 0.14% | 17,000,000 | - | - | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.13% | 524,936 | 4,429 | 0.85% | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.13% | 70,000 | - | - | Apr 30, 2021 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.13% | 1,971,000 | - | - | Apr 30, 2022 |
| MASSMUTUAL PREMIER FUNDS | 0.13% | 3,614,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Inflation Protected Bond Fund, Inc. | 0.12% | 555,000 | - | - | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.12% | 241,500 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.12% | 95,000 | - | - | Dec 31, 2023 |
| MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND | 0.11% | 1,450,000 | - | - | Oct 31, 2022 |
| T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. | 0.11% | 9,000,000 | - | - | Feb 29, 2024 |
| BNY MELLON FUNDS TRUST | 0.11% | 8,200,000 | - | - | Aug 31, 2023 |
| DELAWARE GROUP INCOME FUNDS | 0.11% | 3,398,000 | - | - | Jan 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.11% | 37,050,000 | -37,050,000 | -50.00% | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.10% | 334,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.10% | 20,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.10% | 20,000 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.10% | 8,822 | -1,120 | -11.27% | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.10% | 200,000 | - | - | Mar 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.10% | 50,000 | - | - | Jun 30, 2023 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.10% | 8,400,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.09% | 8,270,000 | - | - | Feb 29, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.09% | 39,685 | -3,150 | -7.35% | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.09% | 2,593 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 45,013 | - | - | Mar 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.08% | 24,774,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.08% | 7,280,000 | - | - | Feb 29, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.08% | 27,235,000 | -27,235,000 | -50.00% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.08% | 18,342,000 | - | - | Feb 29, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.07% | 3,255,000 | - | - | Jan 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.07% | 110,000 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.07% | 57,000 | - | - | Dec 31, 2023 |
| ETF Series Solutions | 0.07% | 1,490,000 | -175,000 | -10.51% | Feb 29, 2024 |
| Natixis Funds Trust IV | 0.07% | 21,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.07% | 1,110,000 | - | - | Mar 31, 2024 |
| SIT MUTUAL FUNDS II INC | 0.07% | 500,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.07% | 2,738,000 | - | - | Jan 31, 2024 |
| MERGER FUND | 0.06% | 500,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.06% | 14,100 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.06% | 8,650,000 | - | - | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,847,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.06% | 100,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,825,000 | - | - | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.06% | 2,472,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.06% | 5,000,000 | - | - | Feb 29, 2024 |
| 360 Funds | 0.06% | 11,500 | - | - | Feb 29, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.05% | 1,550,000 | -150,000 | -8.82% | Dec 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.05% | 3,780 | - | - | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.05% | 82,000 | - | - | Mar 28, 2024 |
| ALLSPRING MASTER TRUST | 0.05% | 3,327,000 | - | - | Feb 29, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.05% | 4,350,000 | - | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.05% | 20,210,000 | - | - | Feb 29, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.05% | 16,695,000 | -16,695,000 | -50.00% | Mar 31, 2024 |
| Virtus Total Return Fund Inc. | 0.05% | 91,000 | - | - | Feb 29, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.05% | 4,062,000 | - | - | Feb 29, 2024 |
| IndexIQ Active ETF Trust | 0.05% | 725,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.05% | 3,129,000 | - | - | Feb 29, 2024 |
Brighthouse Financial's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -30.10K shares, compromising 1.59% of its total assets.
Brighthouse Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 418 | -2.56% |
| 31 Mar, 24 | 429 | -0.23% |
| 31 Dec, 23 | 430 | 6.17% |
| 30 Sep, 23 | 405 | -1.94% |
| 30 Jun, 23 | 413 | -2.13% |
| 31 Mar, 23 | 422 | -0.71% |
| 31 Dec, 22 | 425 | 10.97% |
| 30 Sep, 22 | 383 | - |
| 30 Jun, 22 | 383 | -1.54% |
| 31 Mar, 22 | 389 | -2.51% |
| 31 Dec, 21 | 399 | 5.84% |
| 30 Sep, 21 | 377 | - |
| 30 Jun, 21 | 377 | -1.31% |
| 31 Mar, 21 | 382 | -1.29% |
| 31 Dec, 20 | 387 | 10.57% |
| 30 Sep, 20 | 350 | -4.11% |
| 30 Jun, 20 | 365 | 3.99% |
| 31 Mar, 20 | 351 | -19.31% |
| 31 Dec, 19 | 435 | 5.07% |
| 30 Sep, 19 | 414 | -1.66% |
| 30 Jun, 19 | 421 | -12.66% |
| 31 Mar, 19 | 482 | 3.66% |
| 31 Dec, 18 | 465 | -4.91% |
| 30 Sep, 18 | 489 | -5.42% |
| 30 Jun, 18 | 517 | 0.98% |
| 31 Mar, 18 | 512 | -7.58% |
| 31 Dec, 17 | 554 | 4.73% |
| 30 Sep, 17 | 529 | 52800.00% |
| 30 Jun, 17 | 1 | - |
| 30 Sep, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 30 Sep, 06 | 1 | - |
As of 30 Jun 24, 418 institutions are holding Brighthouse Financial's shares, representing a decrease of -2.56% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 49,224,543 | -2.17% |
| 31 Mar, 24 | 50,318,888 | -1.43% |
| 31 Dec, 23 | 51,049,190 | -1.12% |
| 30 Sep, 23 | 51,628,553 | -2.56% |
| 30 Jun, 23 | 52,986,536 | -2.58% |
| 31 Mar, 23 | 54,390,797 | -3.12% |
| 31 Dec, 22 | 56,139,556 | 0.31% |
| 30 Sep, 22 | 55,967,111 | -4.70% |
| 30 Jun, 22 | 58,725,437 | -2.84% |
| 31 Mar, 22 | 60,443,168 | -2.53% |
| 31 Dec, 21 | 62,012,912 | -5.28% |
| 30 Sep, 21 | 65,467,989 | -3.19% |
| 30 Jun, 21 | 67,628,397 | -5.31% |
| 31 Mar, 21 | 71,418,026 | -3.76% |
| 31 Dec, 20 | 74,206,642 | -3.47% |
| 30 Sep, 20 | 76,871,968 | -3.59% |
| 30 Jun, 20 | 79,735,974 | -7.94% |
| 31 Mar, 20 | 86,609,705 | -7.38% |
| 31 Dec, 19 | 93,514,624 | -0.89% |
| 30 Sep, 19 | 94,349,666 | -5.36% |
| 30 Jun, 19 | 99,697,205 | -4.71% |
| 31 Mar, 19 | 104,621,641 | -4.69% |
| 31 Dec, 18 | 109,767,167 | 0.34% |
| 30 Sep, 18 | 109,393,065 | 2.20% |
| 30 Jun, 18 | 107,034,231 | 1.72% |
| 31 Mar, 18 | 105,228,403 | 3.85% |
| 31 Dec, 17 | 101,329,139 | 2.73% |
| 30 Sep, 17 | 98,639,939 | 2972773.39% |
| 30 Jun, 17 | 3,318 | - |
| 30 Sep, 16 | 8,945 | - |
| 31 Mar, 16 | 81 | - |
| 30 Jun, 10 | 52 | - |
| 30 Sep, 06 | 732 | - |
Brighthouse Financial (BHF) has 49.22M shares outstanding as of 30 Jun 24, down -2.17% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 78.09% | 1.23% |
| 31 Mar, 24 | 79.82% | 1.26% |
| 31 Dec, 23 | 79.66% | 1.28% |
| 30 Sep, 23 | 78.93% | 1.25% |
| 30 Jun, 23 | 79.41% | 1.24% |
| 31 Mar, 23 | 80.14% | 1.19% |
| 31 Dec, 22 | 82.22% | 1.34% |
| 30 Sep, 22 | 78.26% | 1.26% |
| 30 Jun, 22 | 78.75% | 1.27% |
| 31 Mar, 22 | 78.65% | 1.24% |
| 31 Dec, 21 | 79.64% | 1.27% |
| 30 Sep, 21 | 79.16% | 1.27% |
| 30 Jun, 21 | 79.05% | 1.19% |
| 31 Mar, 21 | 81.55% | 1.15% |
| 31 Dec, 20 | 84.12% | 1.18% |
| 30 Sep, 20 | 84.33% | 1.15% |
| 30 Jun, 20 | 85.76% | 1.25% |
| 31 Mar, 20 | 82.67% | 1.20% |
| 31 Dec, 19 | 83.12% | 1.11% |
| 30 Sep, 19 | 86.35% | 1.15% |
| 30 Jun, 19 | 86.47% | 1.08% |
| 31 Mar, 19 | 89.57% | 1.03% |
| 31 Dec, 18 | 93.39% | 1.12% |
| 30 Sep, 18 | 91.42% | 1.14% |
| 30 Jun, 18 | 89.36% | 1.16% |
| 31 Mar, 18 | 87.95% | 1.23% |
| 31 Dec, 17 | 84.71% | 1.25% |
| 30 Sep, 17 | 82.36% | 1063752332.14% |
| 30 Jun, 17 | 0.00% | - |
| 30 Sep, 16 | 0.01% | - |
| 31 Mar, 16 | 0.00% | - |
| 30 Jun, 10 | - | - |
| 30 Sep, 06 | 0.00% | - |
As of 30 Jun 24, Brighthouse Financial is held by 78.09% institutional shareholders, representing a 1.23% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 130 | -13.33% |
| 31 Mar, 24 | 150 | -0.66% |
| 31 Dec, 23 | 151 | 13.53% |
| 30 Sep, 23 | 133 | 1.53% |
| 30 Jun, 23 | 131 | -5.07% |
| 31 Mar, 23 | 138 | -27.37% |
| 31 Dec, 22 | 190 | 33.80% |
| 30 Sep, 22 | 142 | -2.74% |
| 30 Jun, 22 | 146 | 9.77% |
| 31 Mar, 22 | 133 | -13.07% |
| 31 Dec, 21 | 153 | 21.43% |
| 30 Sep, 21 | 126 | 10.53% |
| 30 Jun, 21 | 114 | -22.45% |
| 31 Mar, 21 | 147 | -5.16% |
| 31 Dec, 20 | 155 | 35.96% |
| 30 Sep, 20 | 114 | -29.63% |
| 30 Jun, 20 | 162 | 12.50% |
| 31 Mar, 20 | 144 | -26.53% |
| 31 Dec, 19 | 196 | 20.99% |
| 30 Sep, 19 | 162 | 2.53% |
| 30 Jun, 19 | 158 | -27.19% |
| 31 Mar, 19 | 217 | 10.15% |
| 31 Dec, 18 | 197 | -13.60% |
| 30 Sep, 18 | 228 | -10.94% |
| 30 Jun, 18 | 256 | 28.00% |
| 31 Mar, 18 | 200 | -15.97% |
| 31 Dec, 17 | 238 | -53.70% |
| 30 Sep, 17 | 514 | 51300.00% |
| 30 Jun, 17 | 1 | - |
| 30 Sep, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 30 Sep, 06 | 1 | - |
130 institutional shareholders have increased their position in BHF stock as of 30 Jun 24 compared to 150 in the previous quarter (a -13.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 155 | 8.39% |
| 31 Mar, 24 | 143 | 2.14% |
| 31 Dec, 23 | 140 | 2.19% |
| 30 Sep, 23 | 137 | -6.16% |
| 30 Jun, 23 | 146 | 1.39% |
| 31 Mar, 23 | 144 | 3.60% |
| 31 Dec, 22 | 139 | 6.11% |
| 30 Sep, 22 | 131 | -5.76% |
| 30 Jun, 22 | 139 | 0.72% |
| 31 Mar, 22 | 138 | -4.17% |
| 31 Dec, 21 | 144 | 11.63% |
| 30 Sep, 21 | 129 | -7.86% |
| 30 Jun, 21 | 140 | 0.72% |
| 31 Mar, 21 | 139 | 9.45% |
| 31 Dec, 20 | 127 | -10.56% |
| 30 Sep, 20 | 142 | 16.39% |
| 30 Jun, 20 | 122 | -3.94% |
| 31 Mar, 20 | 127 | -14.77% |
| 31 Dec, 19 | 149 | -1.97% |
| 30 Sep, 19 | 152 | -5.00% |
| 30 Jun, 19 | 160 | 1.91% |
| 31 Mar, 19 | 157 | -9.25% |
| 31 Dec, 18 | 173 | 17.69% |
| 30 Sep, 18 | 147 | -0.68% |
| 30 Jun, 18 | 148 | -24.87% |
| 31 Mar, 18 | 197 | -6.64% |
| 31 Dec, 17 | 211 | 21000.00% |
| 30 Sep, 17 | 1 | - |
| 30 Jun, 17 | - | - |
| 30 Sep, 16 | - | - |
| 31 Mar, 16 | - | - |
| 30 Jun, 10 | - | - |
| 30 Sep, 06 | - | - |
155 institutional shareholders have reduced their position in BHF stock as of 30 Jun 24 compared to 143 in the previous quarter (a 8.39% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 418 | -2.56% | 49,224,543 | -2.17% | 78.09% | 1.23% | 130 | -13.33% | 155 | 8.39% |
| 31 Mar, 24 | 429 | -0.23% | 50,318,888 | -1.43% | 79.82% | 1.26% | 150 | -0.66% | 143 | 2.14% |
| 31 Dec, 23 | 430 | 6.17% | 51,049,190 | -1.12% | 79.66% | 1.28% | 151 | 13.53% | 140 | 2.19% |
| 30 Sep, 23 | 405 | -1.94% | 51,628,553 | -2.56% | 78.93% | 1.25% | 133 | 1.53% | 137 | -6.16% |
| 30 Jun, 23 | 413 | -2.13% | 52,986,536 | -2.58% | 79.41% | 1.24% | 131 | -5.07% | 146 | 1.39% |
| 31 Mar, 23 | 422 | -0.71% | 54,390,797 | -3.12% | 80.14% | 1.19% | 138 | -27.37% | 144 | 3.60% |
| 31 Dec, 22 | 425 | 10.97% | 56,139,556 | 0.31% | 82.22% | 1.34% | 190 | 33.80% | 139 | 6.11% |
| 30 Sep, 22 | 383 | - | 55,967,111 | -4.70% | 78.26% | 1.26% | 142 | -2.74% | 131 | -5.76% |
| 30 Jun, 22 | 383 | -1.54% | 58,725,437 | -2.84% | 78.75% | 1.27% | 146 | 9.77% | 139 | 0.72% |
| 31 Mar, 22 | 389 | -2.51% | 60,443,168 | -2.53% | 78.65% | 1.24% | 133 | -13.07% | 138 | -4.17% |
| 31 Dec, 21 | 399 | 5.84% | 62,012,912 | -5.28% | 79.64% | 1.27% | 153 | 21.43% | 144 | 11.63% |
| 30 Sep, 21 | 377 | - | 65,467,989 | -3.19% | 79.16% | 1.27% | 126 | 10.53% | 129 | -7.86% |
| 30 Jun, 21 | 377 | -1.31% | 67,628,397 | -5.31% | 79.05% | 1.19% | 114 | -22.45% | 140 | 0.72% |
| 31 Mar, 21 | 382 | -1.29% | 71,418,026 | -3.76% | 81.55% | 1.15% | 147 | -5.16% | 139 | 9.45% |
| 31 Dec, 20 | 387 | 10.57% | 74,206,642 | -3.47% | 84.12% | 1.18% | 155 | 35.96% | 127 | -10.56% |
| 30 Sep, 20 | 350 | -4.11% | 76,871,968 | -3.59% | 84.33% | 1.15% | 114 | -29.63% | 142 | 16.39% |
| 30 Jun, 20 | 365 | 3.99% | 79,735,974 | -7.94% | 85.76% | 1.25% | 162 | 12.50% | 122 | -3.94% |
| 31 Mar, 20 | 351 | -19.31% | 86,609,705 | -7.38% | 82.67% | 1.20% | 144 | -26.53% | 127 | -14.77% |
| 31 Dec, 19 | 435 | 5.07% | 93,514,624 | -0.89% | 83.12% | 1.11% | 196 | 20.99% | 149 | -1.97% |
| 30 Sep, 19 | 414 | -1.66% | 94,349,666 | -5.36% | 86.35% | 1.15% | 162 | 2.53% | 152 | -5.00% |
| 30 Jun, 19 | 421 | -12.66% | 99,697,205 | -4.71% | 86.47% | 1.08% | 158 | -27.19% | 160 | 1.91% |
| 31 Mar, 19 | 482 | 3.66% | 104,621,641 | -4.69% | 89.57% | 1.03% | 217 | 10.15% | 157 | -9.25% |
| 31 Dec, 18 | 465 | -4.91% | 109,767,167 | 0.34% | 93.39% | 1.12% | 197 | -13.60% | 173 | 17.69% |
| 30 Sep, 18 | 489 | -5.42% | 109,393,065 | 2.20% | 91.42% | 1.14% | 228 | -10.94% | 147 | -0.68% |
| 30 Jun, 18 | 517 | 0.98% | 107,034,231 | 1.72% | 89.36% | 1.16% | 256 | 28.00% | 148 | -24.87% |
| 31 Mar, 18 | 512 | -7.58% | 105,228,403 | 3.85% | 87.95% | 1.23% | 200 | -15.97% | 197 | -6.64% |
| 31 Dec, 17 | 554 | 4.73% | 101,329,139 | 2.73% | 84.71% | 1.25% | 238 | -53.70% | 211 | 21000.00% |
| 30 Sep, 17 | 529 | 52800.00% | 98,639,939 | 2972773.39% | 82.36% | 1063752332.14% | 514 | 51300.00% | 1 | - |
| 30 Jun, 17 | 1 | - | 3,318 | - | 0.00% | - | 1 | - | - | - |
| 30 Sep, 16 | 1 | - | 8,945 | - | 0.01% | - | 1 | - | - | - |
| 31 Mar, 16 | 1 | - | 81 | - | 0.00% | - | 1 | - | - | - |
| 30 Jun, 10 | 1 | - | 52 | - | - | - | 1 | - | - | - |
| 30 Sep, 06 | 1 | - | 732 | - | 0.00% | - | 1 | - | - | - |
Brighthouse Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Brighthouse Financial's stock was made by Spehar Edward A. on Aug 15 2024, selling 7,125 shares at $41.74 per share (valued at $297.40K).
Brighthouse Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 21 | 18 | 116.67% |
| Q1 2024 | 20 | 38 | 52.63% |
| Q4 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 18 | 10 | 180.00% |
| Q1 2023 | 21 | 32 | 65.63% |
| Q4 2022 | 1 | 6 | 16.67% |
| Q3 2022 | 1 | 2 | 50.00% |
| Q2 2022 | 14 | 6 | 233.33% |
| Q1 2022 | 19 | 28 | 67.86% |
| Q4 2021 | 3 | 2 | 150.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 15 | 8 | 187.50% |
| Q1 2021 | 22 | 39 | 56.41% |
| Q3 2020 | 3 | 2 | 150.00% |
| Q2 2020 | 15 | 8 | 187.50% |
| Q1 2020 | 21 | 18 | 116.67% |
| Q3 2019 | 6 | 4 | 150.00% |
| Q2 2019 | 18 | 8 | 225.00% |
| Q1 2019 | 12 | 12 | 100.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Brighthouse Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 1 | 7 | 14.29% |
| Q1 2024 | - | 5 | - |
| Q4 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 8 | - | - |
| Q3 2019 | 4 | 3 | 133.33% |
| Q2 2019 | 2 | - | - |
| Q1 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Brighthouse Financial's stocks.
BHF Ownership FAQ
Who Owns Brighthouse Financial?
Brighthouse Financial is owned by institutional shareholders (78.09%), insiders (1.09%), and public (20.82%). The largest institutional shareholder of Brighthouse Financial is DODGE & COX (10.61% of total shares) and the top mutual fund owner is AGF Investments Trust (1.59% of total shares).
Who are the major institutional shareholders of Brighthouse Financial?
Brighthouse Financial's major institutional shareholders are DODGE & COX, VANGUARD GROUP INC, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, and DME CAPITAL MANAGEMENT, LP. The top five shareholders own together 39.88% of the company's share outstanding.
How many Brighthouse Financial shareholders are there?
As of Jun 2024, there are 418 institutional shareholders of Brighthouse Financial.
What percentage of Brighthouse Financial is owned by DODGE & COX?
DODGE & COX owns 6.69M shares of Brighthouse Financial, representing 10.61% of the company's total shares outstanding, valued at $289.89M (as of Jun 2024).
What percentage of Brighthouse Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.2M shares of Brighthouse Financial (BHF), compromising 9.84% of the company, valued at $268.88M.
What percentage of Brighthouse Financial is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Brighthouse Financial. The company owns 5.95M of the company's shares outstanding (worth $257.9M).