Brighthouse Financial Inc (BHF) Ownership

50.48 ↓0.02 (-0.05%)
As of April 24, 2024, 3:59pm EST.

Institutional Ownership

Dodge & Cox is the biggest individual institutional holder of Brighthouse Financial Inc (BHF), owning a total of 8.8 million shares. Combined, the top 31 institutional holders of BHF own 72.04% of the company with a total of 45.5 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders decreased their combined ownership of BHF by 35 thousand shares. 9 institutions bought 621,987 total additional shares and increased their ownership by an average of 17.14%. However 11 institutions sold 656,613 total shares and decreased their ownership by an average of 3.6%.

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 -34,626 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox13.927%-0.662%8,757,834-58,3272023-12-31
Vanguard Group Inc10.427%-1.123%6,556,877-74,4752023-12-31
BlackRock Inc9.909%-3.122%6,231,087-200,8262023-12-31
Dimensional Fund Advisors, Inc.5.431%-1.082%3,415,013-37,3552023-12-31
Greenlight Capital, Inc4.840%-3.154%3,043,623-99,1202023-12-31
State Street Corporation3.417%2.487%2,148,47752,1432023-12-31
Royal Bank of Canada3.317%0.562%2,085,54011,6462023-12-31
UBS Group AG1.689%4.521%1,061,98545,9382023-12-31
Geode Capital Management, LLC1.679%0.971%1,056,03710,1602023-12-31
American Century Companies Inc1.374%29.405%863,666196,2552023-12-31
Northern Trust Corp1.148%-0.281%721,891-2,0372023-12-31
NORGES BANK1.003%-11.117%630,423-78,8532023-12-31
Bank of New York Mellon Corp0.992%-1.097%623,810-6,9212023-12-31
Morgan Stanley - Brokerage Accounts0.784%5.986%492,83027,8362023-12-31
Goldman Sachs Group Inc0.778%100.874%489,472245,8012023-12-31
Man Group PLC0.762%-16.238%478,930-92,8452023-12-31
Charles Schwab Investment Management Inc0.702%1.957%441,2348,4712023-12-31
Lazard Asset Management LLC0.540%7.517%339,50023,7372023-12-31
Private Management Group Inc0.531%-0.567%334,187-1,9042023-12-31
Springbok Capital Management, LLC0.531%-1.169%334,031-3,9502023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox13.927%-0.662%8,757,834-58,3272023-12-31
Vanguard Group Inc10.427%-1.123%6,556,877-74,4752023-12-31
BlackRock Inc9.909%-3.122%6,231,087-200,8262023-12-31
Dimensional Fund Advisors, Inc.5.431%-1.082%3,415,013-37,3552023-12-31
Greenlight Capital, Inc4.840%-3.154%3,043,623-99,1202023-12-31
State Street Corporation3.417%2.487%2,148,47752,1432023-12-31
Royal Bank of Canada3.317%0.562%2,085,54011,6462023-12-31
UBS Group AG1.689%4.521%1,061,98545,9382023-12-31
Geode Capital Management, LLC1.679%0.971%1,056,03710,1602023-12-31
American Century Companies Inc1.374%29.405%863,666196,2552023-12-31
Jacobs Levy Equity Management, Inc.1.259%-4.748%791,941-39,4732023-09-30
Northern Trust Corp1.148%-0.281%721,891-2,0372023-12-31
T. Rowe Price Associates, Inc.0.942%-77.906%660,021-2,327,2502022-06-30
NORGES BANK1.003%-11.117%630,423-78,8532023-12-31
Bank of New York Mellon Corp0.992%-1.097%623,810-6,9212023-12-31
Amundi0.818%31.183%539,270128,1872023-03-31
Assenagon Asset Management SA0.806%-0.032%517,178-1672023-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr0.757%0.000%505,863505,8632022-12-31
Morgan Stanley - Brokerage Accounts0.784%5.986%492,83027,8362023-12-31
Goldman Sachs Group Inc0.778%100.874%489,472245,8012023-12-31
Federated Hermes Inc0.736%-0.644%485,672-3,1492023-03-31
Man Group PLC0.762%-16.238%478,930-92,8452023-12-31
First Trust Advisors L.P.0.677%-5.224%446,325-24,6002023-03-31
Charles Schwab Investment Management Inc0.702%1.957%441,2348,4712023-12-31
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
Arrowstreet Capital Limited Partnership0.562%58.069%360,707132,5112023-09-30
AQR Capital Management LLC0.552%-5.186%357,018-19,5292023-09-30
Lazard Asset Management LLC0.540%7.517%339,50023,7372023-12-31
Private Management Group Inc0.531%-0.567%334,187-1,9042023-12-31
Springbok Capital Management, LLC0.531%-1.169%334,031-3,9502023-12-31

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Brighthouse Financial Inc (BHF), owning a total of 6.6 million shares. Combined, the top 29 mutual fund holders of BHF own 42.38% of the company with a total of 26.8 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of BHF by 8 thousand shares. 2 funds bought 12,700 total additional shares and increased their ownership by an average of 2.09%. However 1 funds sold 4,650 total shares and decreased their ownership by an average of 1.7%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Brighthouse Financial increased by a net total of 8,050 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
State St Russell Sm/Mid Cp® Indx NL Cl C0.630%0.177%396,2087002024-03-31
State St S&P Midcap® Indx SL Cl II0.497%3.993%312,49812,0002024-03-31
SPDR® S&P Insurance ETF0.428%-1.700%268,931-4,6502024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dodge & Cox Stock I10.563%0.000%6,642,46302023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.274%1.090%2,118,19722,8302023-03-31
Vanguard Total Stock Mkt Idx Inv3.275%-0.306%2,059,138-6,3182024-02-29
iShares Core S&P Mid-Cap ETF3.172%-0.202%1,994,838-4,0422024-03-28
Vanguard Small Cap Index2.632%0.938%1,654,99615,3832024-02-29
Vanguard Small Cap Value Index Inv1.796%0.697%1,129,4027,8192024-02-29
DFA US Small Cap Value I1.605%0.000%1,009,46002024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.503%0.056%945,2985242024-02-29
Avantis US Small Cap Value ETF1.499%0.000%942,35202024-03-29
Vanguard Extended Market Index Investor1.425%0.913%933,1158,4422023-08-31
Dodge & Cox Balanced Composite0.959%0.000%603,31802023-12-31
Dodge & Cox Balanced I0.959%0.000%603,31802023-12-31
DFA US Targeted Value I0.862%0.000%541,80002024-02-29
SPDR® S&P MIDCAP 400 ETF Trust0.816%0.378%512,8111,9322024-02-29
Avantis® U.S. Small Cap Value ETF0.772%0.000%509,17402023-07-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.630%0.177%396,2087002024-03-31
First Trust Financials AlphaDEX® ETF0.567%-0.174%383,825-6692023-03-30
iShares S&P Mid-Cap 400 Value ETF0.599%0.409%376,6741,5362024-03-28
DFA US Small Cap I0.598%0.000%376,02502024-02-29
Fidelity Extended Market Index0.580%-0.482%364,631-1,7672024-02-29
Diamond Hill Small-Mid Cap I0.543%0.000%362,69602023-05-31
Fidelity® Extended Market Index0.547%0.000%351,32502023-11-30
Dimensional US Targeted Value ETF0.533%0.000%335,40102024-03-29
CPR USA ESG P0.499%0.000%329,20002023-03-31
State St S&P Midcap® Indx SL Cl II0.497%3.993%312,49812,0002024-03-31
Schwab US Small-Cap ETF™0.480%0.000%302,03902024-03-29
SPDR® S&P Insurance ETF0.428%-1.700%268,931-4,6502024-03-31
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

Discussions

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easymoneyFAM

$BHF I’ll be buying more if this dips!

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