BFH BREAD FINANCIAL HOLDINGS, INC.: institutional ownership and insider trading
461 funds reported holding $4.81B of BREAD FINANCIAL HOLDINGS, INC. in their latest 13F filings; in Q2 2026 funds net sold $355M, with 70 new positions and 40 funds selling out; over the last 12 months insiders bought $62.0K and sold $2.51M on the open market; over its last four quarters it reported revenue of $3.96B and net income of $568M.
BFH revenue and earnings
- Quarter ended Jun 30, 2026: revenue $993M, net income $146M, EPS 3.55
- Quarter ended Mar 31, 2026: revenue $1.02B, net income $181M, EPS 4.15
- Quarter ended Dec 31, 2025: revenue $975M, net income $53.0M, EPS 1.21
- Quarter ended Sep 30, 2025: revenue $971M, net income $188M, EPS 3.96
Famous investors holding BFH
- Izzy Englander (Millennium Management): $33.1M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $11.6M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $11.8M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $8.70M, 0.0% of the portfolio
Largest institutional holders of BFH
- BlackRock, Inc. (BLK) — $421M
- VANGUARD GROUP INC — $379M
- DIMENSIONAL FUND ADVISORS LP — $335M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $284M
- AMERICAN CENTURY COMPANIES INC — $194M
- Allianz Asset Management GmbH — $194M
- VANGUARD CAPITAL MANAGEMENT LLC — $190M
- STATE STREET CORP (STT, STT-PG) — $182M
- Turtle Creek Asset Management Inc. — $142M
- GEODE CAPITAL MANAGEMENT, LLC — $123M
Recent BFH insider trades
- Sep 14, 2026: McCarthy Dennis James bought 16 shares ($1.72K)
- Jul 28, 2026: Lakhwara Praniti sold 2,802 shares ($297K)
- May 29, 2026: Andretta Ralph J sold 15,000 shares ($1.34M)
- May 21, 2026: Fawcett John J. bought 698 shares ($60.3K)
5%+ owners
- Dimensional Fund Advisors LP: 7.2% (Schedule 13G/A, filed Apr 9, 2026)
- Vanguard Portfolio Management: 6.5% (Schedule 13G, filed Apr 29, 2026)
- Vanguard Capital Management: 5.1% (Schedule 13G, filed Apr 29, 2026)
Who owns the most BFH stock?
The largest institutional holders of BREAD FINANCIAL HOLDINGS, INC. in the latest 13F filings are BlackRock, Inc. (BLK) ($421M), VANGUARD GROUP INC ($379M), DIMENSIONAL FUND ADVISORS LP ($335M).
Are insiders buying or selling BFH?
Over the last 12 months insiders bought $62.0K and sold $2.51M of BREAD FINANCIAL HOLDINGS, INC. stock on the open market (SEC Form 4).
Which famous investors own BFH?
Izzy Englander, Two Sigma, Ken Griffin, D. E. Shaw.
What was BFH's revenue last quarter?
BREAD FINANCIAL HOLDINGS, INC. reported revenue of $993M for the quarter ended June 30, 2026, with net income of $146M.
Which ETFs hold BFH?
90 ETFs and mutual funds hold it among their top 100 positions, including AVUV, PMJAX, DFSVX, DEVCX.