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 |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
27
shares
|
$1,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27
shares
|
$1,733
0.0% of portfolio
|
Q2 2023
Reduced 96.31%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
26
shares
|
$1,669
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
25
shares
|
$1,605
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
24
shares
|
$1,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
23
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
22
shares
|
$1,412
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
22
shares
|
$1,412
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,348
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,348
0.0% of portfolio
|
Q3 2023
Reduced 63.79%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$1,284
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$1,284
0.0% of portfolio
|
Q2 2022
Reduced 83.19%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
19
shares
|
$1,220
0.0% of portfolio
|
Q4 2024
Added 280.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
16
shares
|
$1,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
14
shares
|
$899
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$770
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
10
shares
|
$642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
10
shares
|
$642
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$449
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6
shares
|
$385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$256
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$256
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|