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 2019Oakcliff Capital PartnersSell-51,68730,963$4,339
Q2 2019Turtle Creek Asset ManagementBuy51,100310,332$43,487
Q2 2019Muhlenkamp & CoSell-25568,623$9,616
Q1 2019Brave Warrior AdvisorsSell-615,6911,126,962$197,196
Q1 2019Renaissance Technologies LLCBuy58,500257,242$45,012
Q1 2019Turtle Creek Asset ManagementBuy11,182259,232$45,360
Q1 2019Parnassus Endeavor FundBuy8,1931,260,118$220,495
Q1 2019Muhlenkamp & CoSell-1,20068,878$12,052
Q4 2018ValueAct HoldingsSell-875,0005,207,646$781,564
Q4 2018Renaissance Technologies LLCBuy116,500198,742$29,827
Q4 2018Oakcliff Capital PartnersBuy15,55082,650$12,404
Q4 2018Brave Warrior AdvisorsBuy10,1301,742,653$261,537
Q4 2018Turtle Creek Asset ManagementBuy9,300248,050$37,227
Q4 2018Parnassus Endeavor FundBuy6,9251,251,925$187,889
Q3 2018Oakcliff Capital PartnersBuy30,90067,100$15,846
Q3 2018Turtle Creek Asset ManagementSell-10,200238,750$56,383
Q3 2018Brave Warrior AdvisorsBuy1,6231,732,523$409,153
Q3 2018Muhlenkamp & CoSell-44170,078$16,550
Q2 2018Parnassus Endeavor FundBuy370,0001,245,000$290,334
Q2 2018ValueAct HoldingsBuy205,2466,082,646$1,418,473
Q2 2018Oakcliff Capital PartnersSell-28,18736,200$8,441
Q2 2018Turtle Creek Asset ManagementSell-12,300248,950$58,055
Q2 2018Brave Warrior AdvisorsBuy6,9501,730,900$403,646
Q2 2018Muhlenkamp & CoSell-1070,519$16,445
Q1 2018Viking Global InvestorsBuy1,810,6141,824,900$388,448
Q1 2018Parnassus Endeavor FundBuy180,000875,000$186,253
Q1 2018Renaissance Technologies LLCSell-163,30082,242$17,506
Q1 2018Brave Warrior AdvisorsBuy67,2261,723,950$366,960
Q1 2018Turtle Creek Asset ManagementBuy26,300261,250$55,610
Q1 2018Oakcliff Capital PartnersBuy16,50064,387$13,705

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.

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