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 367 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
113
shares
|
$7,004
0.0% of portfolio
|
Q3 2024
Added 197.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$6,818
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$6,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
85
shares
|
$5,269
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
83
shares
|
$5,145
0.0% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
83
shares
|
$5,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
80
shares
|
$4,959
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
79
shares
|
$4,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$4,525
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
68
shares
|
$4,215
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
62
shares
|
$3,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
61
shares
|
$3,781
0.0% of portfolio
|
Q4 2024
Reduced 55.47%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
60
shares
|
$3,719
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
52
shares
|
$3,223
0.0% of portfolio
|
Q1 2024
Reduced 21.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
50
shares
|
$3,099
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,541
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
40
shares
|
$2,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38
shares
|
$2,355
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
37
shares
|
$2,293
0.0% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
36
shares
|
$2,231
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
35
shares
|
$2,169
0.0% of portfolio
|
Q2 2024
Reduced 25.53%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
34
shares
|
$2,107
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
27
shares
|
$1,673
0.0% of portfolio
|
Q2 2023
Reduced 96.31%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
25
shares
|
$1,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
24
shares
|
$1,487
0.0% of portfolio
|
Q3 2024
New holding
|