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 351 institutions that hold shares in the stock, with a total of 48.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52
shares
|
$3,140
0.0% of portfolio
|
Q1 2024
Reduced 21.21%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
44
shares
|
$2,657
0.0% of portfolio
|
Q1 2025
Added 214.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,476
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
39
shares
|
$2,355
0.0% of portfolio
|
Q1 2025
Reduced 32.76%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
38
shares
|
$2,295
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
37
shares
|
$2,234
0.0% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
35
shares
|
$2,114
0.0% of portfolio
|
Q2 2024
Reduced 25.53%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
34
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
32
shares
|
$1,932
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$1,872
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
29
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27
shares
|
$1,630
0.0% of portfolio
|
Q2 2023
Reduced 96.31%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
27
shares
|
$1,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
24
shares
|
$1,449
0.0% of portfolio
|
Q1 2025
Reduced 95.42%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
24
shares
|
$1,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$1,389
0.0% of portfolio
|
Q1 2025
Reduced 68.49%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
23
shares
|
$1,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
22
shares
|
$1,328
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,268
0.0% of portfolio
|
Q3 2023
Reduced 63.79%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$1,208
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$1,208
0.0% of portfolio
|
Q2 2022
Reduced 83.19%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$1,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
Added 280.0%
|