Brighthouse Financial Ownership | Who Owns Brighthouse Financial?

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Brighthouse Financial Ownership Summary

Brighthouse Financial is owned by 76.80% institutional investors, 1.11% insiders, and 22.09% retail investors. Dodge & cox is the largest institutional shareholder, holding 10.61% of BHF shares. Dodge & Cox Stock I is the top mutual fund, with 8.54% of its assets in Brighthouse Financial shares.

BHF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Brighthouse Financial	76.80%	1.11%	22.09%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Life Insurance Stocks	60.50%	8.53%	30.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	6.69M	10.61%	$289.89M
Vanguard group	6.20M	9.84%	$268.88M
Blackrock	5.95M	9.44%	$257.90M
Dimensional fund advisors lp	3.32M	5.27%	$143.99M
Dme capital management, lp	2.97M	4.72%	$128.85M
State street	2.26M	3.59%	$98.14M
Royal bank of canada	1.68M	2.66%	$72.76M
American century companies	1.27M	2.02%	$55.21M
Geode capital management	1.08M	1.72%	$46.97M
Ubs group	1.02M	1.62%	$44.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sonic gp	100.00K	8.95%	$4.33M
Dme capital management, lp	2.97M	6.30%	$128.85M
Kestrel investment management	91.90K	2.64%	$3.98M
Algebris (uk)	175.28K	2.28%	$7.09M
Grace & white inc /ny	198.28K	1.78%	$9.53M
Prelude capital management	337.80K	1.02%	$14.64M
Pinnacle	42.53K	0.75%	$1.84M
Private management group	339.22K	0.57%	$14.70M
Range financial group	17.20K	0.38%	$826.19M
Edgestream partners	153.79K	0.32%	$6.67M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	734.50K	0.00%	734.50K
D. e. shaw	623.61K	0.03%	269.06K
American century companies	1.27M	0.03%	228.81K
Millennium management	280.27K	0.01%	206.12K
Great lakes advisors	158.15K	0.06%	153.58K

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	6.69M	0.17%	-2.05M
Royal bank of canada	1.68M	0.02%	-429.42K
Point72 asset management	-	-	-247.21K
Hotchkis & wiley capital management	-	-	-206.53K
Blackrock	5.95M	0.01%	-189.35K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	734.50K	0.00%	734.50K	$31.83M
Corebridge financial	78.56K	0.02%	78.56K	$3.40M
Trexquant investment lp	70.54K	0.05%	70.54K	$3.06M
Bridgewater associates, lp	45.25K	0.01%	45.25K	$1.96M
Joel isaacson	13.38K	0.03%	13.38K	$642.97K

Sold Out

Holder	Change
Householder group estate & retirement specialist	-1.00
Opal wealth advisors	-1.00
Gps wealth strategies group	-1.00
Loring wolcott & coolidge fiduciary advisors llp/ma	-1.00
Iron horse wealth management	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	405	-5.37%	46,544,156	-5.57%	76	1.21%	129	-4.44%	134	-15.19%
Jun 30, 2024	422	-1.86%	49,255,919	-2.11%	78	1.23%	132	-12.58%	156	9.09%
Mar 31, 2024	430	-	50,318,903	-1.43%	79	1.26%	151	-	143	2.14%
Dec 31, 2023	430	6.17%	51,049,190	-1.12%	79	1.28%	151	13.53%	140	2.19%
Sep 30, 2023	405	-1.94%	51,628,553	-2.56%	78	1.25%	133	1.53%	137	-6.16%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	5.07M	8.54%	-5.10K
iShares Core S&P Mid-Cap ETF	1.93M	3.26%	6.36K
Vanguard Total Stock Mkt Idx Inv	1.86M	3.14%	3.56K
Vanguard Small Cap Index	1.51M	2.55%	-19.76K
Avantis US Small Cap Value ETF	1.41M	2.38%	576.00
Vanguard Small Cap Value Index Inv	1.00M	1.69%	-33.99K
Vanguard Institutional Extnd Mkt Idx Tr	919.90K	1.55%	1.65K
DFA US Small Cap Value I	851.33K	1.43%	-
SPDR® S&P MIDCAP 400 ETF Trust	494.87K	0.83%	2.25K
DFA US Targeted Value I	492.90K	0.83%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 03, 2024	Lambert Myles	EVP,Chief Mktg.& Dist. Officer	Sell	$2.25K
Dec 03, 2024	Lambert Myles	EVP,Chief Mktg.& Dist. Officer	Sell	$432.06K
Dec 03, 2024	Rosenthal John	EVP & Chief Investment Officer	Sell	$523.10K
Dec 02, 2024	Huss Vonda	EVP & Chief HR Officer	Sell	$156.63K
Nov 26, 2024	Steigerwalt Eric T	President and CEO	Sell	$1.31M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	7
2024 Q3	-	8
2024 Q2	1	7
2024 Q1	-	5
2023 Q4	-	-

BHF Ownership FAQ

Who Owns Brighthouse Financial?

Brighthouse Financial shareholders are primarily institutional investors at 76.80%, followed by 1.11% insiders and 22.09% retail investors. The average institutional ownership in Brighthouse Financial's industry, Life Insurance Stocks , is 60.50%, which Brighthouse Financial exceeds.

Who owns the most shares of Brighthouse Financial?

Brighthouse Financial’s largest shareholders are Dodge & cox (6.69M shares, 10.61%), Vanguard group (6.2M shares, 9.84%), and Blackrock (5.95M shares, 9.44%). Together, they hold 29.89% of Brighthouse Financial’s total shares outstanding.

Does Blackrock own Brighthouse Financial?

Yes, BlackRock owns 9.44% of Brighthouse Financial, totaling 5.95M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 257.9M$. In the last quarter, BlackRock decreased its holdings by -189K shares, a -3.08% change.

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

Sonic gp is Brighthouse Financial’s biggest shareholder by percentage of total assets invested, with 8.95% of its assets in 100K Brighthouse Financial shares, valued at 4.33M$.

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

Dodge & Cox Stock I is the top mutual fund holder of Brighthouse Financial shares, with 8.54% of its total shares outstanding invested in 5.07M Brighthouse Financial shares.

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