Institutional Ownership Bread Financial Holdings, Inc. (BFH)
This table provides information about the institutional ownership of Bread Financial Holdings, Inc. (BFH). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
293
shares
|
$14,427
0.0% of portfolio
|
Q4 2023
Reduced 17.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
266
shares
|
$13,097
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
253
shares
|
$12,457
0.0% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
223
shares
|
$10,980
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
211
shares
|
$10,389
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
200
shares
|
$9,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
195
shares
|
$9,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
183
shares
|
$9,010
0.0% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
180
shares
|
$8,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
178
shares
|
$8,764
0.01% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
178
shares
|
$8,764
0.01% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
174
shares
|
$8,567
0.0% of portfolio
|
Q4 2024
Added 544.44%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
154
shares
|
$7,582
0.01% of portfolio
|
Q2 2024
Added 258.14%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
153
shares
|
$7,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
137
shares
|
$6,745
0.0% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
118
shares
|
$5,810
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
113
shares
|
$5,564
0.0% of portfolio
|
Q4 2024
Reduced 77.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
113
shares
|
$5,564
0.0% of portfolio
|
Q3 2024
Added 197.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
110
shares
|
$5,416
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$5,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
94
shares
|
$4,628
0.0% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
83
shares
|
$4,086
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
83
shares
|
$4,086
0.0% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
80
shares
|
$3,939
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
73
shares
|
$3,594
0.0% of portfolio
|
Q4 2024
Added 17.74%
|