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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
16
shares
|
$966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
14
shares
|
$845
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$724
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
11
shares
|
$664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
11
shares
|
$664
0.0% of portfolio
|
Q1 2025
Added 175.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$422
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$241
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2
shares
|
$120
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|