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Bread Financial (BFH) Institutional Ownership

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$107.69 -2.93 (-2.65%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$108.04 +0.35 (+0.32%)
As of 07/31/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Bread Financial (NYSE:BFH)

Current
Institutional Ownership
Percentage
99.52%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$541.10M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$410.37M
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BFH Institutional Buying and Selling by Quarter

Bread Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC14,543$1.58M0.0%-25.9%0.036%
7/10/2026 Handelsbanken Fonder AB14,900$1.61M0.0%-11.8%0.037%
7/7/2026 Baron Wealth Management LLC6,466$701K0.2%+6.5%0.016%
7/7/2026 GAMMA Investing LLC3,842$416K0.0%+2.6%0.010%
6/18/2026Pacer Advisors Inc.614$46K0.0%+58.7%0.002%
5/19/2026Turtle Creek Asset Management Inc.2,431,102$182.07M6.8%-4.7%6.016%
5/19/2026Bank of America Corp DE630,225$47.20M0.0%+18.1%1.560%
5/19/2026Edgestream Partners L.P.34,588$2.59M0.1%-60.6%0.086%
5/18/2026Amundi14,117$1.06M0.0%+15.5%0.035%
5/18/2026California State Teachers Retirement System54,175$4.06M0.0%+23.6%0.134%
5/18/2026Royal Bank of Canada3,148$235K0.0%-98.3%0.008%
5/18/2026Empowered Funds LLC193,123$14.46M0.1%+3.5%0.478%
5/16/2026The Manufacturers Life Insurance Company 20,034$1.50M0.0%-4.3%0.050%
5/16/2026Quantinno Capital Management LP28,170$2.11M0.0%+66.9%0.070%
5/16/2026Lazard Asset Management LLC16,576$1.24M0.0%+1.7%0.041%
5/15/2026Weiss Asset Management LP30,600$2.29M0.0%N/A0.076%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund39,672$2.97M0.0%N/A0.098%
5/14/2026Arrowstreet Capital Limited Partnership1,103,584$82.65M0.0%-7.4%2.731%
5/14/2026Bank of Nova Scotia21,400$1.60M0.0%N/A0.053%
5/14/2026Sei Investments Co.122,177$9.15M0.0%-22.5%0.302%
5/13/2026Cetera Investment Advisers4,806$360K0.0%-25.4%0.012%
5/13/2026Measured Wealth Private Client Group LLC9,388$703K0.2%+68.8%0.023%
5/13/2026First Trust Advisors LP62,820$4.71M0.0%+2.3%0.155%
5/8/2026Convergence Investment Partners LLC35,013$2.62M0.4%+3.3%0.087%
5/7/2026Meeder Asset Management Inc.7,226$541K0.0%-78.5%0.018%
5/7/2026Dimensional Fund Advisors LP3,086,060$231.11M0.0%+0.3%7.637%
5/7/2026Swiss National Bank90,323$6.76M0.0%-1.8%0.224%
5/6/2026 Assetmark Inc.158,588$11.88M0.0%+6.0%0.392%
5/6/2026Bessemer Group Inc.71,078$5.32M0.0%+43.3%0.176%
5/6/2026Allspring Global Investments Holdings LLC8,690$639K0.0%-2.5%0.022%
5/5/2026Bank of New York Mellon Corp385,907$28.90M0.0%-4.3%0.955%
5/5/2026Illinois Municipal Retirement Fund22,399$1.68M0.0%-3.8%0.055%
5/5/2026 Maryland State Retirement & Pension System6,410$480K0.0%-4.4%0.016%
5/4/2026Calamos Advisors LLC4,889$366K0.0%N/A0.012%
5/4/2026Principal Financial Group Inc.396,691$29.71M0.0%+82.3%0.982%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,906$817K0.0%-3.5%0.027%
5/1/2026Fifth Third Bancorp17,566$1.32M0.0%+5,814.5%0.043%
4/30/2026Hsbc Holdings PLC1,009,890$74.67M0.0%+14.7%2.499%
4/30/2026 Oregon Public Employees Retirement Fund10,133$759K0.0%-2.9%0.024%
4/28/2026 Abel Hall LLC3,413$256K0.1%+21.6%0.008%
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4/28/2026DGS Capital Management LLC10,588$793K0.1%+24.9%0.026%
4/28/2026Praxis Investment Management Inc.2,710$203K0.0%-6.9%0.007%
4/28/2026 QRG Capital Management Inc.3,747$281K0.0%+18.2%0.009%
4/27/2026 HB Wealth Management LLC2,957$221K0.0%N/A0.007%
4/27/2026Moran Wealth Management LLC73,814$5.53M0.2%+93.5%0.178%
4/27/2026 New York State Teachers Retirement System51,395$3.85M0.0%-13.8%0.124%
4/27/2026 Sierra Summit Advisors LLC11,666$874K0.1%N/A0.028%
4/25/2026 Strs Ohio900$67K0.0%-30.8%0.002%
4/25/2026Pzena Investment Management LLC613,673$45.96M0.2%-4.1%1.482%
4/22/2026Janney Montgomery Scott LLC11,538$864K0.0%-10.7%0.028%
4/22/2026 Pictet Asset Management Holding SA8,038$602K0.0%+9.0%0.019%
4/22/2026 Sterling Capital Management LLC8,781$658K0.0%-37.6%0.021%
4/21/2026 Louisiana State Employees Retirement System19,600$1.47M0.0%N/A0.047%
4/20/2026Ritholtz Wealth Management34,704$2.60M0.0%+123.8%0.084%
4/16/2026SG Americas Securities LLC350,061$26.22M0.0%+899.4%0.845%
4/16/2026Evolve Private Wealth LLC9,306$697K0.0%+5.1%0.022%
4/16/2026 Diversified Trust Co12,265$919K0.0%+215.3%0.030%
4/16/2026 Baron Wealth Management LLC6,074$455K0.1%+49.2%0.015%
3/20/2026Hsbc Holdings PLC880,116$65.38M0.0%+9.8%2.041%
3/9/2026Corient Private Wealth LLC4,206$311K0.0%+6.6%0.010%
3/6/2026Hsbc Holdings PLC880,116$65.38M0.0%+9.8%2.041%
2/24/2026DGS Capital Management LLC8,475$627K0.1%+8.7%0.020%
2/24/2026Pacer Advisors Inc.387$29K0.0%-99.6%0.001%
2/19/2026Invesco Ltd.281,798$20.86M0.0%-2.8%0.654%
2/19/2026Corient Private Wealth LLC4,206$311K0.0%+6.6%0.010%
2/18/2026Mercer Global Advisors Inc. ADV3,367$249K0.0%N/A0.007%
2/18/2026State of Tennessee Department of Treasury22,779$1.65M0.0%+23.3%0.050%
2/18/2026Mackenzie Financial Corp39,931$2.97M0.0%-2.7%0.087%
2/18/2026Empowered Funds LLC186,549$13.81M0.1%+8.2%0.409%
2/18/2026Zacks Investment Management35,884$2.66M0.0%N/A0.079%
2/18/2026Vista Investment Management22,858$1.69M0.6%+1.1%0.050%
2/18/2026Voloridge Investment Management LLC195,466$14.47M0.1%-42.7%0.428%
2/18/2026Wellington Management Group LLP879,018$65.07M0.0%-0.5%1.925%
2/18/2026Tudor Investment Corp ET AL46,926$3.47M0.0%+127.5%0.103%
2/18/2026Susquehanna Fundamental Investments LLC28,583$2.12M0.1%N/A0.063%
2/18/2026Polymer Capital Management US LLC3,671$272K0.0%N/A0.008%
2/18/2026Numerai GP LLC7,203$533K0.1%N/A0.016%
2/18/2026Millennium Management LLC665,812$49.29M0.0%+223.4%1.458%
2/18/2026Miller Value Partners LLC201,415$14.91M5.3%-25.4%0.441%
2/18/2026Man Group plc2,918$216K0.0%-96.7%0.006%
2/18/2026Evolve Private Wealth LLC8,858$656K0.0%N/A0.019%
2/18/2026Engineers Gate Manager LP9,420$697K0.0%-38.7%0.021%
2/18/2026Cinctive Capital Management LP28,064$2.08M0.1%N/A0.061%
2/18/2026Bridgeway Capital Management LLC341,090$25.25M0.5%-1.8%0.747%
2/17/2026Guggenheim Capital LLC5,151$381K0.0%N/A0.011%
2/17/2026AQR Capital Management LLC106,559$7.89M0.0%-0.4%0.233%
2/17/2026 Abel Hall LLC2,806$208K0.0%N/A0.006%
2/17/2026Cetera Investment Advisers6,446$477K0.0%N/A0.014%
2/17/2026Lazard Asset Management LLC16,304$1.21M0.0%+4.9%0.036%
2/17/2026Trexquant Investment LP83,690$6.20M0.1%-66.1%0.183%
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2/17/2026Amundi12,223$905K0.0%-2.6%0.027%
2/17/2026Jump Financial LLC91,656$6.79M0.1%-39.9%0.201%
2/17/2026Price T Rowe Associates Inc. MD47,100$3.49M0.0%+1.4%0.103%
2/17/2026Vinva Investment Management Ltd14,981$1.11M0.0%N/A0.033%
2/17/2026Osaic Holdings Inc.3,284$245K0.0%+12.7%0.007%
2/17/2026California State Teachers Retirement System43,828$3.25M0.0%-4.2%0.096%
2/17/2026Russell Investments Group Ltd.194,099$14.37M0.0%-4.2%0.425%
2/17/2026Kemnay Advisory Services Inc.380$28K0.0%N/A0.001%
2/17/2026State of Wisconsin Investment Board26,722$1.98M0.0%-60.2%0.059%
2/17/2026ExodusPoint Capital Management LP8,275$613K0.0%N/A0.018%


BFH Institutional Ownership - Frequently Asked Questions

During the previous two years, 353 institutional investors and hedge funds held shares of Bread Financial. The most heavily invested institutionals were Vanguard Group Inc. ($378.74M), Dimensional Fund Advisors LP ($231.11M), Turtle Creek Asset Management Inc. ($182.07M), Franklin Resources Inc. ($150.27M), State Street Corp ($134.56M), American Century Companies Inc. ($86.78M), and Geode Capital Management LLC ($85.87M).Learn more on Bread Financial's institutional investors.

99.52% of Bread Financial's stock is owned by institutional investors. Learn more on BFH's institutional investor holdings.

Of the 303 institutional investors that purchased Bread Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Castlekeep Investment Advisors LLC ($1.73M), Millennium Management LLC ($1.35M), Franklin Resources Inc. ($834.56K), Allianz Asset Management GmbH ($818.95K), Point72 Asset Management L.P. ($781.69K), Norges Bank ($769.00K), and Bank of America Corp DE ($476.81K).

Institutional investors have bought a total of 8,288,066 shares in the last 24 months. This purchase volume represents approximately $541.10M in transactions.

Of the 147 institutional investors that sold Bread Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Turtle Creek Asset Management Inc. ($431.38K), Jupiter Asset Management Ltd. ($387.33K), Goldman Sachs Group Inc. ($341.69K), Hsbc Holdings PLC ($274.89K), JBF Capital Inc. ($272.85K), Invesco Ltd. ($247.25K), and Nomura Holdings Inc. ($207.94K).

Institutional investors have sold a total of 6,285,721 shares in the last 24 months. This volume of shares sold represents approximately $410.37M in transactions.


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This page (NYSE:BFH) was last updated on 8/2/2026 by MarketBeat.com Staff.
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