Which hedge funds own BFH? BREAD FINANCIAL HOLDINGS INC, Q2 2026 13F holders
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5 of the hedge funds tracked by WhaleCreep disclosed a position in BFH (BREAD FINANCIAL HOLDINGS INC) in their Q2 2026 13F filings, worth $67.0m in total. The largest holder by portfolio weight is Miller Value Partners at 3.4% of its book. 3 exited: Ancora Advisors, Bridgewater Associates, Tweedy Browne.
5tracked managers holding
0opened this quarter
3exited this quarter
Which hedge funds hold BFH? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Miller Value Partners | Q2 2026 | 3.4% | $14.4m | 132,798 | -31% | reduced |
| Brevan Howard Capital Management | Q2 2026 | 0.2% | $11.3m | 104,486 | 2971% | added |
| Millennium Management | Q2 2026 | 0.0% | $33.1m | 305,297 | 69% | added |
| D. E. Shaw & Co | Q2 2026 | 0.0% | $7.7m | 71,241 | -43% | reduced |
| Marshall Wace | Q2 2026 | 0.0% | $465.9k | 4,300 | -40% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Ancora Advisors | 0.0% | $1.7k |
| Bridgewater Associates | 0.1% | $770.3k |
| Tweedy Browne | 5.2% | $2.3m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| Arlington Value Capital | Q1 2020 | 3.2% |
How has hedge fund ownership of BFH changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 5 | $67.0m |
| Q1 2026 | 9 | $52.4m |
| Q4 2025 | 5 | $23.9m |
| Q3 2025 | 5 | $20.2m |
| Q2 2025 | 4 | $21.6m |
| Q1 2025 | 2 | $26.8m |
| Q4 2024 | 4 | $51.7m |
| Q3 2024 | 4 | $26.7m |
| Q2 2024 | 4 | $63.2m |
| Q1 2024 | 4 | $24.1m |
| Q4 2023 | 4 | $22.0m |
| Q3 2023 | 4 | $19.3m |
| Q2 2023 | 6 | $30.6m |
| Q1 2023 | 5 | $22.7m |
| Q4 2022 | 4 | $12.1m |
| Q3 2022 | 7 | $22.1m |
Counts every tracked manager that disclosed BFH in that quarter's filing, including managers that have since stopped filing.