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Bread Financial Holdings, Inc. (BFH) institutional ownership

Latest close $99.48 Jul 20, 2026
Market cap$2.7B 52-week range SectorFinancial Services
Funds holding · Q1 2026
350
reported BFH position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
178 buyers · 172 sellers

Bread Financial Holdings, Inc. (BFH) price and institutional activity

Dates

Q1 2026

$0 bought by 178 investors
SG Americas Securities, LLCAllianz Asset Management GMBH +176 more
$0 sold by 172 investors
Victory Capital Management IncMillennium Management LLC +170 more
Bought Sold Totals per quarter; hover a bar for the names.

Bread Financial Holdings, Inc. (BFH) institutional activity · 350

Investor Type Est. change Change Δ Own Date
Victory Capital Management Inc · Reduced
Change −519K Date Q1 2026
Victory Capital Management Inc Reduced· Q1 2026 −519K Q1 2026
Millennium Management LLC · Reduced
Change −485K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −485K Q1 2026
Deutsche Bank AG · Reduced
Change −424K Date Q1 2026
Deutsche Bank AG Reduced· Q1 2026 −424K Q1 2026
SG Americas Securities, LLC · Added
Change +315K Date Q1 2026
SG Americas Securities, LLC Added· Q1 2026 +315K Q1 2026
Morgan Stanley · Reduced
Change −295K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −295K Q1 2026
BlackRock · Reduced
Change −289K Date Q1 2026
BlackRock Reduced· Q1 2026 −289K Q1 2026
UBS Group AG · Reduced
Change −281K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −281K Q1 2026
Mizuho Markets Americas LLC · Exited
Change −262K Δ Own −100.0% Date Q1 2026
Mizuho Markets Americas LLC Exited· Q1 2026 −262K −100.0% Q1 2026
Acadian Asset Management LLC · Reduced
Change −204K Date Q1 2026
Acadian Asset Management LLC Reduced· Q1 2026 −204K Q1 2026
Allianz Asset Management GMBH · Added
Change +199K Date Q1 2026
Allianz Asset Management GMBH Added· Q1 2026 +199K Q1 2026
Voloridge Investment Management, LLC · Exited
Change −195K Δ Own −100.0% Date Q1 2026
Voloridge Investment Management, LLC Exited· Q1 2026 −195K −100.0% Q1 2026
Bank of Montreal · Reduced
Change −186K Date Q1 2026
Bank of Montreal Reduced· Q1 2026 −186K Q1 2026
Royal Bank of Canada · Reduced
Change −183K Date Q1 2026
Royal Bank of Canada Reduced· Q1 2026 −183K Q1 2026
Principal Financial Group Inc · Added
Change +179K Date Q1 2026
Principal Financial Group Inc Added· Q1 2026 +179K Q1 2026
Basswood Capital Management, L.L.C. · Reduced
Change −148K Date Q1 2026
Basswood Capital Management, L.L.C. Reduced· Q1 2026 −148K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 350

Famous investor activity in Bread Financial Holdings, Inc. (BFH)

Bread Financial Holdings, Inc. (BFH) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Gerspach John C. · Director Grant (A) 730
Owned 50K ΔOwn +1.5% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Gerspach John C. Director Grant (A) 730 50K +1.5% Jul 15, 2026 Jul 17, 2026
Lakhwara Praniti · Director Grant (A) 2K
Owned 7K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Lakhwara Praniti Director Grant (A) 2K 7K Jun 15, 2026 Jun 17, 2026
Natarajan Rajesh · Director Grant (A) 2K
Owned 21K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Natarajan Rajesh Director Grant (A) 2K 21K Jun 15, 2026 Jun 17, 2026
St Clair Joyce · Director Grant (A) 2K
Owned 11K Trade date Jun 15, 2026 Filed date Jun 17, 2026
St Clair Joyce Director Grant (A) 2K 11K Jun 15, 2026 Jun 17, 2026
Fawcett John J. · Director Grant (A) 2K
Owned 13K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Fawcett John J. Director Grant (A) 2K 13K Jun 15, 2026 Jun 17, 2026
Theriault Timothy J. · Director Grant (A) 2K
Owned 27K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Theriault Timothy J. Director Grant (A) 2K 27K Jun 15, 2026 Jun 17, 2026
Turney Sharen J. · Director Grant (A) 2K
Owned 23K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Turney Sharen J. Director Grant (A) 2K 23K Jun 15, 2026 Jun 17, 2026
Gerspach John C. · Director Grant (A) 2K
Owned 49K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Gerspach John C. Director Grant (A) 2K 49K Jun 15, 2026 Jun 17, 2026
Tucker Laurie Anne · Director Grant (A) 2K
Owned 35K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Tucker Laurie Anne Director Grant (A) 2K 35K Jun 15, 2026 Jun 17, 2026
Andretta Ralph J. · Director 3 operations −$1.3M
Price $88.23–$89.57 Qty −15K Owned 582K Trade date May 29, 2026 Filed date Jun 1, 2026
Andretta Ralph J. Director 3 operations $88.23–$89.57 −15K −$1.3M 582K May 29, 2026 Jun 1, 2026
Fawcett John J. · Director Buy +$60K
Price $86.43 Qty +698 Owned 11K Trade date May 21, 2026 Filed date May 22, 2026
Fawcett John J. Director Buy $86.43 +698 +$60K 11K May 21, 2026 May 22, 2026
Ballou Roger H. · Director Sell −$875K
Price $90.32 Qty −10K Owned 30K Trade date Apr 24, 2026 Filed date Apr 27, 2026
Ballou Roger H. Director Sell $90.32 −10K −$875K 30K Apr 24, 2026 Apr 27, 2026
Gerspach John C. · Director Grant (A) 483
Owned 47K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Gerspach John C. Director Grant (A) 483 47K Apr 15, 2026 Apr 17, 2026
Ballou Roger H. · Director Gift (G) -1K
Owned 40K Trade date Feb 19, 2026 Filed date Feb 20, 2026
Ballou Roger H. Director Gift (G) -1K 40K Feb 19, 2026 Feb 20, 2026
Andretta Ralph J. · Director, Officer Tax withholding or exercise payment (F) -$393K
Price $73.74 Qty -5K Owned 597K Trade date Feb 18, 2026 Filed date Feb 19, 2026
Andretta Ralph J. Director, Officer Tax withholding or exercise payment (F) $73.74 -5K -$393K 597K Feb 18, 2026 Feb 19, 2026
15 of 41
15 of 41 Sign in to continue to older insider transactions.

Bread Financial Holdings, Inc. (BFH) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 5.6M
% of shares outstanding 11.4% Filing date Feb 13, 2024
Vanguard Group Inc 5.6M 11.4% Feb 13, 2024
BlackRock Inc. 4.9M
% of shares outstanding 10.0% Filing date Jan 24, 2024
BlackRock Inc. 4.9M 10.0% Jan 24, 2024
Turtle Creek Asset Management Inc. 4.6M
% of shares outstanding 9.2% Filing date Nov 14, 2024
Turtle Creek Asset Management Inc. 4.6M 9.2% Nov 14, 2024
Vanguard Portfolio Management LLC 2.8M
% of shares outstanding 6.5% Filing date Apr 29, 2026
Vanguard Portfolio Management LLC 2.8M 6.5% Apr 29, 2026
Dimensional Fund Advisors LP 3.0M
% of shares outstanding 6.1% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 3.0M 6.1% Feb 9, 2024
Vanguard Capital Management LLC 2.2M
% of shares outstanding 5.1% Filing date Apr 29, 2026
Vanguard Capital Management LLC 2.2M 5.1% Apr 29, 2026
FMR LLC 126K
% of shares outstanding 0.3% Filing date Feb 9, 2024
FMR LLC 126K 0.3% Feb 9, 2024
Franklin Mutual Advisers LLC 88K
% of shares outstanding 0.2% Filing date Jan 30, 2024
Franklin Mutual Advisers LLC 88K 0.2% Jan 30, 2024
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Bread Financial Holdings, Inc. (BFH) ownership FAQ

Who owns BFH?

350 reporting institutions disclosed BFH position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.