Across its top 20 institutional holders, BFH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$2.1B

Total Sell Value

New buy50

Trim139

Add125

Sold out40

175

Net Buyers

179

Net Sellers

Smart Money Convergence

BFH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BFH

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-23

2026-07-23

Bread Financial Holdings released its Q2 2026 earnings results on July 23, 2026, and filed an 8-K with the SEC. The filing includes the earnings press release and a financial supplement, covering Items 2.02, 7.01, 8.01, and 9.01, though only the earnings release is described in detail.

View Full Filing (SEC EDGAR)

2026-07-23

On July 23, 2026, Bread Financial Holdings issued a press release with a performance update for the quarter ended June 30, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing.

View Full Filing (SEC EDGAR)

2026-07-14

Bread Financial Holdings announced that Valerie Greer, its Executive Vice President and Chief Commercial Officer, will retire on or around February 19, 2027. The company and Greer signed a retirement agreement that includes her current salary and benefits until retirement, her full 2026 annual cash incentive, a $945,000 cash payment, and other benefits. Her existing equity grants will continue to vest, but she will receive no new grants. The agreement also includes standard non-compete and non-solicitation clauses.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

018581108, 05564E106, 18581108

FAQ

Who are the top institutional investors holding BREAD FINANCIAL HOLDINGS INC (BFH)?

Major stakeholders currently include BlackRock, Inc. ($316.4M), Dimensional Fund Advisors LP ($231.1M), Vanguard Portfolio Management LLC ($206.4M). Based on the latest 13F filings, there are a total of 389 tracked investment funds and institutions maintaining positions in BFH.

What is the overall institutional sentiment toward BFH recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $227.3M, driven by 175 managers accumulating shares while 179 reduced their exposure.

Which institutions have been selling or reducing their BFH positions?

In the latest period, 139 funds trimmed their holdings, and 40 managers completely exited their positions. The aggregate reported sell value was $2.1B.

Are there any notable investors adding BFH to their portfolios?

Yes, buying activity remains notable. 50 institutions opened new positions in {ticker}, and 125 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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Developer Access

Access BFH's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BFH

CLI

npx alphasmo stocks get BFH

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