BREAD FINANCIAL HOLDINGS INC (BFH) Stock Institutional Trading Activity
BREAD FINANCIAL HOLDINGS INC (BFH) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Turtle Creek Asset Management, Hancock Classic Value, Miller Value Partners, Tweedy, Browne Co All Funds (US), and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- BREAD FINANCIAL HOLDINGS INC (BFH) stock institutional ownership
- BREAD FINANCIAL HOLDINGS INC (BFH) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Miller Value Partners | Sell | -68,595 | 201,415 | $14,910,752 |
| Q4 2025 | Hancock Classic Value | Sell | -145,287 | 640,130 | $47,388,824 |
| Q4 2025 | Turtle Creek Asset Management | Sell | -732,114 | 2,551,432 | $188,882,511 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 2,808 | 19,659 | $1,455,356 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -12,100 | 8,542 | $476,387 |
| Q3 2025 | Miller Value Partners | Sell | -57,375 | 270,010 | $15,058,458 |
| Q3 2025 | Hancock Classic Value | Sell | -14,726 | 785,417 | $43,802,706 |
| Q3 2025 | Turtle Creek Asset Management | Sell | -311,050 | 3,283,546 | $183,123,360 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,606 | 16,851 | $939,780 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 6,442 | 20,642 | $1,179,071 |
| Q2 2025 | Miller Value Partners | Buy | 17,560 | 327,385 | $18,700,231 |
| Q2 2025 | Hancock Classic Value | Buy | 71,939 | 800,143 | $45,704,168 |
| Q2 2025 | Turtle Creek Asset Management | Sell | -410,151 | 3,594,596 | $205,323,324 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,245 | 8,245 | $470,954 |
| Q1 2025 | Miller Value Partners | Buy | 5,775 | 309,825 | $15,516,036 |
| Q1 2025 | Hancock Classic Value | Buy | 6,065 | 728,204 | $36,468,456 |
| Q1 2025 | Turtle Creek Asset Management | Buy | 263,753 | 4,004,747 | $200,557,730 |
| Q4 2024 | Renaissance Technologies LLC | Sell | -84,442 | 14,200 | $867,052 |
| Q4 2024 | Miller Value Partners | Buy | 45,520 | 304,050 | $18,565,291 |
| Q4 2024 | Hancock Classic Value | Sell | -158,688 | 722,139 | $44,093,807 |
| Q4 2024 | Turtle Creek Asset Management | Sell | -842,622 | 3,740,994 | $228,425,094 |
| Q3 2024 | Renaissance Technologies LLC | Sell | -159,800 | 98,642 | $4,693,386 |
| Q3 2024 | Miller Value Partners | Buy | 3,745 | 258,530 | $12,300,857 |
| Q3 2024 | Hancock Classic Value | Buy | 243,419 | 880,827 | $41,909,749 |
| Q3 2024 | Turtle Creek Asset Management | Sell | -97,895 | 4,583,616 | $218,088,449 |
| Q2 2024 | Miller Value Partners | Buy | 15 | 254,785 | $11,353,219 |
| Q2 2024 | Renaissance Technologies LLC | Buy | 146,900 | 258,442 | $11,516,176 |
| Q2 2024 | Hancock Classic Value | Sell | -67,335 | 637,408 | $28,402,900 |
| Q2 2024 | Turtle Creek Asset Management | Sell | -246,450 | 4,681,511 | $208,608,130 |
| Q1 2024 | Renaissance Technologies LLC | Sell | -141,400 | 111,542 | $4,154 |
Frequently asked questions about BFH activity
Which institutional owners are buying BFH?
Institutional owners buying BFH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BFH activity?
"Buy" means an investor increased their reported position in BFH compared to the prior reporting period. This reflects growing exposure to BREAD FINANCIAL HOLDINGS INC (BFH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BFH increasing?
Institutional interest in BFH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.