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 381 institutions that hold shares in the stock, with a total of 49 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
112
shares
|
$6,936
0.0% of portfolio
|
Q3 2025
Added 187.18%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
110
shares
|
$6,812
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$6,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
103
shares
|
$6,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
101
shares
|
$6,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
97
shares
|
$6,007
0.0% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
94
shares
|
$5,821
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
89
shares
|
$5,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
86
shares
|
$5,325
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
84
shares
|
$5,202
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
80
shares
|
$4,954
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$4,520
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
70
shares
|
$4,335
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
70
shares
|
$4,335
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
68
shares
|
$4,211
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
60
shares
|
$3,715
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
59
shares
|
$3,653
0.0% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
56
shares
|
$3,468
0.0% of portfolio
|
Q3 2025
Reduced 28.21%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
48
shares
|
$2,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
44
shares
|
$2,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,539
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
41
shares
|
$2,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
40
shares
|
$2,477
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
40
shares
|
$2,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
39
shares
|
$2,415
0.0% of portfolio
|
Q1 2025
Reduced 32.76%
|
|