Brighthouse Financial Ownership | Who Owns Brighthouse Financial?


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Brighthouse Financial Ownership Summary


Brighthouse Financial is owned by 68.12% institutional investors, 1.05% insiders, and 30.83% retail investors. Dodge & cox is the largest institutional shareholder, holding 11.01% of BHF shares. Dodge & Cox Stock I is the top mutual fund, with 8.54% of its assets in Brighthouse Financial shares.

BHF Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBrighthouse Financial68.12%1.05%30.83%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryLife Insurance Stocks 47.47%8.23%44.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dodge & cox6.67M11.01%$320.41M
Vanguard group5.88M9.70%$282.53M
Blackrock funding, inc. /de5.78M9.54%$277.87M
Blackrock5.95M9.44%$257.90M
Dimensional fund advisors lp3.40M5.61%$163.43M
Dme capital management, lp2.84M4.68%$136.20M
State street2.32M3.26%$111.60M
Canada pension plan investment board1.82M3.01%$87.58M
American century companies1.68M2.78%$80.81M
Ubs group1.42M2.35%$68.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sonic gp100.00K10.59%$4.80M
Dme capital management, lp2.84M7.01%$136.20M
Kestrel investment management98.80K2.62%$4.75M
Grace & white inc /ny198.28K1.78%$9.53M
Pinnacle46.30K0.84%$2.22M
Prelude capital management269.30K0.81%$12.94M
Private management group330.88K0.58%$15.90M
Range financial group17.20K0.38%$826.19M
Fintrust capital advisors31.93K0.25%$1.38M
American financial group11.36K0.25%$545.83K

Top Buyers

HolderShares% AssetsChange
Canada pension plan investment board1.82M0.08%1.19M
Victory capital management884.16K0.04%851.81K
Norges bank772.92K0.00%772.92K
Aqr capital management656.46K0.04%400.92K
Ubs group1.42M0.01%390.70K

Top Sellers

HolderShares% AssetsChange
D. e. shaw275.17K0.01%-279.72K
Point72 asset management---247.21K
Hotchkis & wiley capital management---206.53K
Blackrock5.95M0.01%-189.35K
Royal bank of canada698.61K0.01%-171.07K

New Positions

HolderShares% AssetsChangeValue
Norges bank772.92K0.00%772.92K$37.13M
Balyasny asset management72.41K0.01%72.41K$3.48M
Ieq capital36.39K0.02%36.39K$1.75M
Wealthfront advisers30.75K0.01%30.75K$1.91M
Proficio capital partners17.20K0.00%17.20K$17.20K

Sold Out

HolderChange
Householder group estate & retirement specialist-1.00
Opal wealth advisors-1.00
Gps wealth strategies group-1.00
Loring wolcott & coolidge fiduciary advisors llp/ma-1.00
Iron horse wealth management-1.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024401-1.96%48,539,8234.11%681.59%16224.62%116-14.71%
Sep 30, 2024405-5.37%46,544,156-5.57%761.21%129-4.44%134-15.19%
Jun 30, 2024422-1.86%49,255,919-2.11%781.23%132-12.58%1569.09%
Mar 31, 2024430-50,318,903-1.43%791.26%151-1432.14%
Dec 31, 20234306.17%51,049,190-1.12%791.28%15113.53%1402.19%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I5.07M8.54%-5.10K
iShares Core S&P Mid-Cap ETF1.93M3.28%-315.00
Vanguard Total Stock Mkt Idx Inv1.87M3.19%7.30K
Avantis US Small Cap Value ETF1.53M2.60%1.58K
Vanguard Small Cap Index1.51M2.58%2.71K
Vanguard Small Cap Value Index Inv1.00M1.71%-1.87K
Vanguard Institutional Extnd Mkt Idx Tr920.15K1.57%246.00
DFA US Small Cap Value I851.33K1.43%-
DFA US Targeted Value I492.90K0.83%-
SPDR® S&P MIDCAP 400 ETF Trust474.95K0.81%-19.91K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 03, 2025Huss Vonda EVP & Chief HR OfficerSell$177.99K
Mar 03, 2025Lambert Myles EVP,Chief Mktg.& Dist. OfficerSell$13.27K
Mar 03, 2025Lambert Myles EVP,Chief Mktg.& Dist. OfficerSell$490.06K
Feb 26, 2025Steigerwalt Eric T President and CEOSell$795.36K
Feb 26, 2025Steigerwalt Eric T President and CEOSell$682.40K

Insider Transactions Trends


DateBuySell
2025 Q1-6
2024 Q4-7
2024 Q3-8
2024 Q217
2024 Q1-5

BHF Ownership FAQ


Who Owns Brighthouse Financial?

Brighthouse Financial shareholders are primarily institutional investors at 68.12%, followed by 1.05% insiders and 30.83% retail investors. The average institutional ownership in Brighthouse Financial's industry, Life Insurance Stocks , is 47.47%, which Brighthouse Financial exceeds.

Who owns the most shares of Brighthouse Financial?

Brighthouse Financial’s largest shareholders are Dodge & cox (6.67M shares, 11.01%), Vanguard group (5.88M shares, 9.70%), and Blackrock funding, inc. /de (5.78M shares, 9.54%). Together, they hold 30.26% of Brighthouse Financial’s total shares outstanding.

Does Blackrock own Brighthouse Financial?

Yes, BlackRock owns 9.44% of Brighthouse Financial, totaling 5.95M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 257.9M$. In the last quarter, BlackRock decreased its holdings by -189K shares, a -3.08% change.

Who is Brighthouse Financial’s biggest shareholder by percentage of total assets invested?

Sonic gp is Brighthouse Financial’s biggest shareholder by percentage of total assets invested, with 10.59% of its assets in 100K Brighthouse Financial shares, valued at 4.8M$.

Who is the top mutual fund holder of Brighthouse Financial shares?

Dodge & Cox Stock I is the top mutual fund holder of Brighthouse Financial shares, with 8.54% of its total shares outstanding invested in 5.07M Brighthouse Financial shares.

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