Brighthouse Financial Ownership | Who Owns Brighthouse Financial?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Brighthouse Financial | 68.12% | 1.05% | 30.83% |
| Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
| Industry | Life Insurance Stocks | 47.47% | 8.23% | 44.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 6.67M | 11.01% | $320.41M |
| Vanguard group | 5.88M | 9.70% | $282.53M |
| Blackrock funding, inc. /de | 5.78M | 9.54% | $277.87M |
| Blackrock | 5.95M | 9.44% | $257.90M |
| Dimensional fund advisors lp | 3.40M | 5.61% | $163.43M |
| Dme capital management, lp | 2.84M | 4.68% | $136.20M |
| State street | 2.32M | 3.26% | $111.60M |
| Canada pension plan investment board | 1.82M | 3.01% | $87.58M |
| American century companies | 1.68M | 2.78% | $80.81M |
| Ubs group | 1.42M | 2.35% | $68.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sonic gp | 100.00K | 10.59% | $4.80M |
| Dme capital management, lp | 2.84M | 7.01% | $136.20M |
| Kestrel investment management | 98.80K | 2.62% | $4.75M |
| Grace & white inc /ny | 198.28K | 1.78% | $9.53M |
| Pinnacle | 46.30K | 0.84% | $2.22M |
| Prelude capital management | 269.30K | 0.81% | $12.94M |
| Private management group | 330.88K | 0.58% | $15.90M |
| Range financial group | 17.20K | 0.38% | $826.19M |
| Fintrust capital advisors | 31.93K | 0.25% | $1.38M |
| American financial group | 11.36K | 0.25% | $545.83K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canada pension plan investment board | 1.82M | 0.08% | 1.19M |
| Victory capital management | 884.16K | 0.04% | 851.81K |
| Norges bank | 772.92K | 0.00% | 772.92K |
| Aqr capital management | 656.46K | 0.04% | 400.92K |
| Ubs group | 1.42M | 0.01% | 390.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 275.17K | 0.01% | -279.72K |
| Point72 asset management | - | - | -247.21K |
| Hotchkis & wiley capital management | - | - | -206.53K |
| Blackrock | 5.95M | 0.01% | -189.35K |
| Royal bank of canada | 698.61K | 0.01% | -171.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 772.92K | 0.00% | 772.92K | $37.13M |
| Balyasny asset management | 72.41K | 0.01% | 72.41K | $3.48M |
| Ieq capital | 36.39K | 0.02% | 36.39K | $1.75M |
| Wealthfront advisers | 30.75K | 0.01% | 30.75K | $1.91M |
| Proficio capital partners | 17.20K | 0.00% | 17.20K | $17.20K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 401 | -1.96% | 48,539,823 | 4.11% | 68 | 1.59% | 162 | 24.62% | 116 | -14.71% |
| Sep 30, 2024 | 405 | -5.37% | 46,544,156 | -5.57% | 76 | 1.21% | 129 | -4.44% | 134 | -15.19% |
| Jun 30, 2024 | 422 | -1.86% | 49,255,919 | -2.11% | 78 | 1.23% | 132 | -12.58% | 156 | 9.09% |
| Mar 31, 2024 | 430 | - | 50,318,903 | -1.43% | 79 | 1.26% | 151 | - | 143 | 2.14% |
| Dec 31, 2023 | 430 | 6.17% | 51,049,190 | -1.12% | 79 | 1.28% | 151 | 13.53% | 140 | 2.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 5.07M | 8.54% | -5.10K |
| iShares Core S&P Mid-Cap ETF | 1.93M | 3.28% | -315.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.87M | 3.19% | 7.30K |
| Avantis US Small Cap Value ETF | 1.53M | 2.60% | 1.58K |
| Vanguard Small Cap Index | 1.51M | 2.58% | 2.71K |
| Vanguard Small Cap Value Index Inv | 1.00M | 1.71% | -1.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 920.15K | 1.57% | 246.00 |
| DFA US Small Cap Value I | 851.33K | 1.43% | - |
| DFA US Targeted Value I | 492.90K | 0.83% | - |
| SPDR® S&P MIDCAP 400 ETF Trust | 474.95K | 0.81% | -19.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | Huss Vonda | EVP & Chief HR Officer | Sell | $177.99K |
| Mar 03, 2025 | Lambert Myles | EVP,Chief Mktg.& Dist. Officer | Sell | $13.27K |
| Mar 03, 2025 | Lambert Myles | EVP,Chief Mktg.& Dist. Officer | Sell | $490.06K |
| Feb 26, 2025 | Steigerwalt Eric T | President and CEO | Sell | $795.36K |
| Feb 26, 2025 | Steigerwalt Eric T | President and CEO | Sell | $682.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | 1 | 7 |
| 2024 Q1 | - | 5 |
BHF Ownership FAQ
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