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 371 institutions that hold shares in the stock, with a total of 49.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
110
shares
|
$7,064
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$6,678
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
97
shares
|
$6,229
0.0% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
94
shares
|
$6,036
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90
shares
|
$5,779
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$5,330
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
80
shares
|
$5,137
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
78
shares
|
$5,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$4,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$4,688
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
70
shares
|
$4,495
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
68
shares
|
$4,366
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
60
shares
|
$3,853
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
59
shares
|
$3,788
0.0% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
55
shares
|
$3,532
0.0% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
45
shares
|
$2,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
41
shares
|
$2,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
40
shares
|
$2,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
39
shares
|
$2,504
0.0% of portfolio
|
Q1 2025
Reduced 32.76%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
39
shares
|
$2,504
0.0% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
35
shares
|
$2,247
0.0% of portfolio
|
Q2 2024
Reduced 25.53%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
34
shares
|
$2,183
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$1,990
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
30
shares
|
$1,926
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|