Brighthouse Financial Inc (BHF) Ownership

47.99 ↑1.36 (2.92%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Dodge & Cox is the biggest individual institutional holder of Brighthouse Financial Inc (BHF), owning a total of 6.7 million shares. Combined, the top 38 institutional holders of BHF own 77.05% of the company with a total of 46.4 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders decreased their combined ownership of BHF by 583 thousand shares. 7 institutions bought 1,148,082 total additional shares and increased their ownership by an average of 12.73%. However 11 institutions sold 1,730,629 total shares and decreased their ownership by an average of 11.91%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Brighthouse Financial decreased by a net total of -582,547 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox11.237%-0.287%6,669,575-19,2082024-09-30
Vanguard Group Inc10.088%-3.491%5,987,466-216,5572024-09-30
Dimensional Fund Advisors, Inc.5.722%2.223%3,396,09473,8392024-09-30
State Street Corp3.900%2.228%2,314,90550,4412024-09-30
American Century Companies Inc2.527%17.758%1,500,096226,2142024-09-30
Geode Capital Management, LLC1.839%0.739%1,091,4628,0042024-09-30
UBS Group AG1.737%1.237%1,030,91312,5952024-09-30
Royal Bank of Canada1.465%-48.194%869,677-809,0462024-09-30
Jacobs Levy Equity Management, Inc.1.193%-1.453%708,027-10,4362024-09-30
Northern Trust Corp1.099%-5.019%652,107-34,4592024-09-30
Canada Pension Plan Investment Board1.069%0.000%634,477634,4772024-09-30
Morgan Stanley - Brokerage Accounts0.956%-46.689%567,402-496,9242024-09-30
D. E. Shaw & Co LP0.935%-11.019%554,889-68,7182024-09-30
Bank of New York Mellon Corp0.869%-9.864%515,888-56,4552024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.619%-3.971%367,513-15,1982024-09-30
Charles Schwab Investment Management Inc0.619%-0.139%367,407-5122024-09-30
Goldman Sachs Group Inc0.610%64.939%361,968142,5122024-09-30
Private Management Group Inc0.566%-0.919%336,105-3,1162024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox11.237%-0.287%6,669,575-19,2082024-09-30
Vanguard Group Inc10.088%-3.491%5,987,466-216,5572024-09-30
BlackRock Inc10.026%-3.084%5,950,677-189,3532024-06-30
Dimensional Fund Advisors, Inc.5.722%2.223%3,396,09473,8392024-09-30
Greenlight Capital, Inc4.900%-3.154%3,043,623-99,1202023-12-31
State Street Corp3.900%2.228%2,314,90550,4412024-09-30
State Street Corporation3.639%2.909%2,210,97962,5022024-03-31
American Century Companies Inc2.527%17.758%1,500,096226,2142024-09-30
Geode Capital Management, LLC1.839%0.739%1,091,4628,0042024-09-30
UBS Group AG1.737%1.237%1,030,91312,5952024-09-30
Royal Bank of Canada1.465%-48.194%869,677-809,0462024-09-30
NORGES BANK1.238%16.510%734,505104,0822024-06-30
Jacobs Levy Equity Management, Inc.1.193%-1.453%708,027-10,4362024-09-30
T. Rowe Price Associates, Inc.0.942%-77.906%660,021-2,327,2502022-06-30
Northern Trust Corp1.099%-5.019%652,107-34,4592024-09-30
Canada Pension Plan Investment Board1.069%0.000%634,477634,4772024-09-30
Morgan Stanley - Brokerage Accounts0.956%-46.689%567,402-496,9242024-09-30
D. E. Shaw & Co LP0.935%-11.019%554,889-68,7182024-09-30
Amundi0.818%31.183%539,270128,1872023-03-31
Assenagon Asset Management SA0.806%-0.032%517,178-1672023-09-30
Bank of New York Mellon Corp0.869%-9.864%515,888-56,4552024-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.757%0.000%505,863505,8632022-12-31
Federated Hermes Inc0.736%-0.644%485,672-3,1492023-03-31
First Trust Advisors L.P.0.677%-5.224%446,325-24,6002023-03-31
Citadel Advisors Llc0.657%136.974%393,279227,3202024-06-30
Amvescap Plc.0.581%12.684%368,63241,4952023-09-30
Diamond Hill Capital Management Inc0.573%-27.927%367,982-142,5862023-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.619%-3.971%367,513-15,1982024-09-30
Charles Schwab Investment Management Inc0.619%-0.139%367,407-5122024-09-30
Goldman Sachs Group Inc0.610%64.939%361,968142,5122024-09-30
AQR Capital Management LLC0.552%-5.186%357,018-19,5292023-09-30
Lazard Asset Management LLC0.543%7.517%339,50023,7372023-12-31
Springbok Capital Management, LLC0.565%-8.822%337,795-32,6822024-06-30
Private Management Group Inc0.566%-0.919%336,105-3,1162024-09-30
Arrowstreet Capital Limited Partnership0.541%32.537%336,00282,4862024-03-31
Man Group PLC0.509%-22.977%308,982-92,1752024-06-30
Algebris Investment Management (UK) LLP0.468%0.000%290,432290,4322024-03-31
Two Sigma Advisers, LLC0.476%0.636%284,9001,8002024-06-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Brighthouse Financial Inc (BHF), owning a total of 5.1 million shares. Combined, the top 29 mutual fund holders of BHF own 40.81% of the company with a total of 24.7 million shares.

In the latest ownership report on November 30th 2024, the top 29 fund holders increased their combined ownership of BHF by 6 thousand shares. 2 funds bought 5,570 total additional shares and increased their ownership by an average of 0.25%. However 1 funds sold 11,646 total shares and decreased their ownership by an average of 2.57%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Brighthouse Financial decreased by a net total of -6,076 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.296%0.000%1,956,14802024-11-30
Avantis US Small Cap Value ETF2.312%0.384%1,372,1605,2502024-11-30
SPDR® S&P Insurance ETF0.744%-2.568%441,802-11,6462024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.647%0.000%383,70802024-11-30
iShares S&P Mid-Cap 400 Value ETF0.561%0.000%332,87002024-11-30
Schwab US Small-Cap ETF™0.496%0.109%294,4293202024-11-30
State St S&P Midcap® Indx SL Cl II0.460%0.000%273,19802024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox Stock I8.553%0.000%5,076,71902024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.274%1.090%2,118,19722,8302023-03-31
iShares Core S&P Mid-Cap ETF3.296%0.000%1,956,14802024-11-30
Vanguard Total Stock Mkt Idx Inv3.148%-0.830%1,868,375-15,6372024-10-31
Vanguard Small Cap Index2.565%0.198%1,522,2913,0002024-10-31
Avantis US Small Cap Value ETF2.312%0.384%1,372,1605,2502024-11-30
Vanguard Small Cap Value Index Inv1.734%-0.035%1,029,425-3562024-10-31
Vanguard Extended Market Index Investor1.425%0.913%933,1158,4422023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.539%-0.377%913,428-3,4552024-10-31
DFA US Small Cap Value I1.434%0.145%851,3281,2362024-10-31
Avantis® U.S. Small Cap Value ETF0.772%0.000%509,17402023-07-29
DFA US Targeted Value I0.830%0.000%492,89802024-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.805%-1.452%477,862-7,0402024-10-31
Dodge & Cox Balanced Composite0.789%0.000%467,99002024-09-30
Dodge & Cox Balanced I0.789%0.000%467,99002024-09-30
SPDR® S&P Insurance ETF0.744%-2.568%441,802-11,6462024-11-30
First Trust Financials AlphaDEX® ETF0.567%-0.174%383,825-6692023-03-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.647%0.000%383,70802024-11-30
Diamond Hill Small-Mid Cap I0.543%0.000%362,69602023-05-31
Dimensional US Targeted Value ETF0.593%0.170%351,9665982024-11-29
Fidelity® Extended Market Index0.547%0.000%351,32502023-11-30
Fidelity Extended Market Index0.564%-5.073%334,839-17,8952024-10-31
iShares S&P Mid-Cap 400 Value ETF0.561%0.000%332,87002024-11-30
DFA US Small Cap I0.557%-8.951%330,733-32,5162024-10-31
CPR USA ESG P0.499%0.000%329,20002023-03-31
Schwab US Small-Cap ETF™0.496%0.109%294,4293202024-11-30
State St S&P Midcap® Indx SL Cl II0.460%0.000%273,19802024-11-30
Diamond Hill Small-Mid Cap Equity0.409%-21.815%262,697-73,2962023-10-31
SPDR® Portfolio S&P 400 Mid Cap ETF0.359%0.028%225,710622024-02-29

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