BREAD FINANCIAL HOLDINGS INC (BFH) Institutional Ownership Changes & 13F Activity

BREAD FINANCIAL HOLDINGS INC (BFH) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Turtle Creek Asset Management, Hancock Classic Value, Tweedy, Browne Co All Funds (US), Miller Value Partners, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Renaissance Technologies LLCBuy146,900258,442$11,516,176
Q2 2024Hancock Classic ValueSell-67,335637,408$28,402,900
Q2 2024Miller Value PartnersBuy15254,785$11,353,219
Q1 2024Turtle Creek Asset ManagementSell-525,0004,927,961$183,517,268
Q1 2024Renaissance Technologies LLCSell-141,400111,542$4,154
Q1 2024Hancock Classic ValueSell-102,814704,743$26,244,629
Q1 2024Miller Value PartnersSell-53,095254,770$9,487,635
Q4 2023Turtle Creek Asset ManagementSell-345,0005,452,961$179,620,535
Q4 2023Hancock Classic ValueBuy99,029807,557$26,600,928
Q4 2023Miller Value PartnersBuy88,590307,865$10,141,073
Q3 2023Renaissance Technologies LLCBuy199,200252,942$8,651
Q3 2023Miller Value PartnersBuy193,550219,275$7,499,205
Q3 2023Hancock Classic ValueBuy106,891708,528$24,231,658
Q2 2023Turtle Creek Asset ManagementBuy853,1515,797,961$181,997,996
Q2 2023Hancock Classic ValueBuy601,637601,637$18,885,385
Q2 2023Renaissance Technologies LLCSell-290,50053,742$1,687
Q2 2023Miller Value PartnersBuy25,72525,725$807,508
Q1 2023Turtle Creek Asset ManagementBuy678,4294,944,810$149,926,639
Q4 2022Turtle Creek Asset ManagementSell-301,7814,266,381$160,671,908
Q3 2022Turtle Creek Asset ManagementBuy1,005,8024,568,162$143,669
Q3 2022Renaissance Technologies LLCBuy49,200344,242$10,826
Q2 2022Turtle Creek Asset ManagementBuy1,365,7543,562,360$132,021
Q2 2022Renaissance Technologies LLCSell-89,900295,042$10,934
Q1 2022Turtle Creek Asset ManagementBuy365,8182,196,606$123,339
Q1 2022Renaissance Technologies LLCBuy260,400384,942$21,614
Q4 2021Turtle Creek Asset ManagementBuy812,6991,830,788$121,876
Q4 2021Appaloosa ManagementSell-143,883165,117$10,992
Q4 2021Muhlenkamp & CoSell-104124,816$8,309
Q3 2021Turtle Creek Asset ManagementBuy96,3701,018,089$102,715
Q3 2021Appaloosa ManagementSell-16,000309,000$31,175

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.

Related BFH insights