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 Form 13F filings. 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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Turtle Creek Asset Management | Buy | 2,424,075 | 4,975,507 | $372,615,719 |
| Q1 2026 | Hancock Classic Value | Sell | -26,457 | 613,673 | $45,957,971 |
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Buy | 11,603 | 31,262 | $2,341,211 |
| Q1 2026 | Miller Value Partners | Sell | -7,718 | 193,697 | $14,505,968 |
| Q4 2025 | Turtle Creek Asset Management | Sell | -732,114 | 2,551,432 | $188,882,511 |
| Q4 2025 | Hancock Classic Value | Sell | -145,287 | 640,130 | $47,388,824 |
| Q4 2025 | Miller Value Partners | Sell | -68,595 | 201,415 | $14,910,752 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 2,808 | 19,659 | $1,455,356 |
| Q3 2025 | Turtle Creek Asset Management | Sell | -311,050 | 3,283,546 | $183,123,360 |
| 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 | Renaissance Technologies LLC | Sell | -12,100 | 8,542 | $476,387 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,606 | 16,851 | $939,780 |
| Q2 2025 | Turtle Creek Asset Management | Sell | -410,151 | 3,594,596 | $205,323,324 |
| Q2 2025 | Hancock Classic Value | Buy | 71,939 | 800,143 | $45,704,168 |
| Q2 2025 | Miller Value Partners | Buy | 17,560 | 327,385 | $18,700,231 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 8,245 | 8,245 | $470,954 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 6,442 | 20,642 | $1,179,071 |
| Q1 2025 | Turtle Creek Asset Management | Buy | 263,753 | 4,004,747 | $200,557,730 |
| Q1 2025 | Hancock Classic Value | Buy | 6,065 | 728,204 | $36,468,456 |
| Q1 2025 | Miller Value Partners | Buy | 5,775 | 309,825 | $15,516,036 |
| Q4 2024 | Turtle Creek Asset Management | Sell | -842,622 | 3,740,994 | $228,425,094 |
| Q4 2024 | Hancock Classic Value | Sell | -158,688 | 722,139 | $44,093,807 |
| 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 |
| Q3 2024 | Hancock Classic Value | Buy | 243,419 | 880,827 | $41,909,749 |
| Q3 2024 | Renaissance Technologies LLC | Sell | -159,800 | 98,642 | $4,693,386 |
| Q3 2024 | Turtle Creek Asset Management | Sell | -97,895 | 4,583,616 | $218,088,449 |
| Q3 2024 | Miller Value Partners | Buy | 3,745 | 258,530 | $12,300,857 |
| Q2 2024 | Turtle Creek Asset Management | Sell | -246,450 | 4,681,511 | $208,608,130 |
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 Institutional Insights
- BFH Institutional Ownership Overview
- BFH Institutional Ownership & Insiders Activity
- BFH Institutional Ownership & 13F Activity
- BFH Top Institutional Shareholders
- BFH Institutional Buying Activity
- BFH Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BFH Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings