BFH US Equity

BREAD FINANCIAL HOLDINGS, INC.

NYSE+ Compare Tear sheet →

Financials · Personal Credit Institutions · CIK 1101215 · FYE 1231

$106.99

-0.79 (-0.73%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding BFH · 2026-Q1 methodology → sources →

385 holders

% of shares outstanding held

—

Shares held (13F)

43,330,907

Reporting holders

385

% of shares outstanding suppressed: the summed institutional 13F holdings (43,330,907) exceed the latest reported shares-outstanding count (38,419,268) by more than securities-lending double counting can explain (FINRA short interest 3,422,329 shares at 2026-04-30), so the share count is stale or wrong (common for annual 20-F foreign private issuers after a share issuance) and a percentage would be fabricated. Holder share counts are shown as filed.

Top holders

largest 100 of 385 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,224,7004.2M	$316M	—	TRIM -6%
2	DIMENSIONAL FUND ADVISORS LP	3,086,0603.1M	$231M	—	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,756,3362.8M	$206M	—	NEW†
4	TURTLE CREEK ASSET MANAGEMENT INC.	2,431,1022.4M	$182M	—	TRIM -5%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,869,3851.9M	$140M	—	NEW†
6	STATE STREET CORP	1,764,7831.8M	$132M	—	TRIM -3%
7	AMERICAN CENTURY COMPANIES INC	1,631,6211.6M	$122M	—	ADD 7%
8	Allianz Asset Management GmbH	1,346,6021.3M	$101M	—	ADD 17%
9	GEODE CAPITAL MANAGEMENT, LLC	1,185,2101.2M	$89M	—	ADD 2%
10	FRANKLIN RESOURCES INC	1,149,4561.1M	$86M	—	TRIM -43%
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,103,5841.1M	$83M	—	TRIM -7%
12	HSBC HOLDINGS PLC	1,009,8901.0M	$75M	—	TRIM -43%
13	JACOBS LEVY EQUITY MANAGEMENT, INC	946,267946,267	$71M	—	TRIM -8%
14	WELLINGTON MANAGEMENT GROUP LLP	828,270828,270	$62M	—	TRIM -6%
15	GOLDMAN SACHS GROUP INC	753,014753,014	$56M	—	TRIM -10%
16	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	708,466708,466	$53M	—	—
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	654,149654,149	$49M	—	TRIM -4%
18	BANK OF AMERICA CORP /DE/	630,225630,225	$47M	—	ADD 18%
19	MORGAN STANLEY	615,628615,628	$46M	—	TRIM -32%
20	PZENA INVESTMENT MANAGEMENT LLC	613,673613,673	$46M	—	TRIM -4%
21	NORTHERN TRUST CORP	536,102536,102	$40M	—	ADD 2%
22	NEUBERGER BERMAN GROUP LLC	444,393444,393	$33M	—	—
23	UBS Group AG	435,265435,265	$33M	—	TRIM -39%
24	LSV ASSET MANAGEMENT	425,611425,611	$32M	—	ADD 39%
25	PRINCIPAL FINANCIAL GROUP INC	396,691396,691	$30M	—	ADD 82%
26	Bank of New York Mellon Corp	385,907385,907	$29M	—	TRIM -4%
27	SG Americas Securities, LLC	350,061350,061	$26M	—	ADD 899%
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC	330,475330,475	$25M	—	TRIM -3%
29	Public Sector Pension Investment Board	284,075284,075	$21M	—	ADD 47%
30	VANGUARD FIDUCIARY TRUST CO	281,589281,589	$21M	—	NEW
31	Invesco Ltd.	274,705274,705	$21M	—	TRIM -3%
32	Nuveen, LLC	264,410264,410	$20M	—	—
33	AMERIPRISE FINANCIAL INC	219,901219,901	$16M	—	TRIM -10%
34	STOREBRAND ASSET MANAGEMENT AS	213,571213,571	$16M	—	—
35	PANAGORA ASSET MANAGEMENT INC	206,133206,133	$15M	—	ADD 127%
36	Squarepoint Ops LLC	203,553203,553	$15M	—	ADD 29%
37	PRUDENTIAL FINANCIAL INC	203,128203,128	$15M	—	TRIM -23%
38	Miller Value Partners, LLCtracked	193,697193,697	$15M	—	TRIM -4%
39	Empowered Funds, LLC	193,123193,123	$14M	—	NEW
40	JPMORGAN CHASE & CO	197,088197,088	$14M	—	ADD 59%
41	AQR CAPITAL MANAGEMENT LLC	187,683187,683	$14M	—	ADD 76%
42	Russell Investments Group, Ltd.	185,241185,241	$14M	—	TRIM -5%
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	182,623182,623	$14M	—	TRIM -8%
44	MILLENNIUM MANAGEMENT LLC	180,754180,754	$14M	—	TRIM -73%
45	Philadelphia Financial Management of San Francisco, LLC	172,156172,156	$13M	—	TRIM -10%
46	DEUTSCHE BANK AG\	163,154163,154	$12M	—	TRIM -72%
47	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	158,693158,693	$12M	—	TRIM -48%
48	ASSETMARK, INC	158,588158,588	$12M	—	ADD 6%
49	CITADEL ADVISORS LLC	147,248147,248	$11M	—	NEW
50	TWO SIGMA INVESTMENTS, LP	138,238138,238	$10M	—	ADD 114%
51	SCHRODER INVESTMENT MANAGEMENT GROUP	138,112138,112	$10M	—	NEW
52	Cambria Investment Management, L.P.	132,811132,811	$10M	—	ADD 5%
53	J. Goldman & Co LP	132,585132,585	$10M	—	NEW
54	Hudson Bay Capital Management LP	131,602131,602	$10M	—	TRIM -48%
55	RHUMBLINE ADVISERS	131,192131,192	$10M	—	—
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	131,015131,015	$10M	—	TRIM -14%
57	Hillsdale Investment Management Inc.	128,700128,700	$10M	—	—
58	CAPITAL FUND MANAGEMENT S.A.	126,344126,344	$9M	—	ADD 34%
59	D. E. Shaw & Co., Inc.	125,363125,363	$9M	—	TRIM -30%
60	SEI INVESTMENTS CO	122,177122,177	$9M	—	TRIM -23%
61	Legal & General Group Plc	116,108116,108	$9M	—	TRIM -8%
62	VICTORY CAPITAL MANAGEMENT INC	114,292114,292	$9M	—	TRIM -82%
63	JUPITER ASSET MANAGEMENT LTD	106,163106,163	$8M	—	TRIM -11%
64	Robeco Institutional Asset Management B.V.	104,434104,434	$8M	—	—
65	Trexquant Investment LP	100,627100,627	$8M	—	ADD 20%
66	BROOKTREE CAPITAL MANAGEMENT	98,53498,534	$7M	—	TRIM -39%
67	ExodusPoint Capital Management, LP	96,76196,761	$7M	—	ADD 1069%
68	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	94,32094,320	$7M	—	ADD 124%
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	92,93892,938	$7M	—	—
70	Swiss National Bank	90,32390,323	$7M	—	—
71	WINTON GROUP Ltd	89,02289,022	$7M	—	TRIM -7%
72	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	82,12082,120	$6M	—	—
73	Susquehanna Portfolio Strategies, LLC	80,85480,854	$6M	—	—
74	BW Gestao de Investimentos Ltda.	80,00080,000	$6M	—	NEW
75	GREAT LAKES ADVISORS, LLC	77,26677,266	$6M	—	TRIM -8%
76	Moran Wealth Management, LLC	73,81473,814	$6M	—	ADD 94%
77	BESSEMER GROUP INC	71,07871,078	$5M	—	ADD 43%
78	CITIGROUP INC	70,44570,445	$5M	—	TRIM -21%
79	HRT FINANCIAL LP	67,28367,283	$5M	—	ADD 99%
80	MACKENZIE FINANCIAL CORP	63,65863,658	$5M	—	ADD 59%
81	INTECH INVESTMENT MANAGEMENT LLC	63,17363,173	$5M	—	TRIM -60%
82	FIRST TRUST ADVISORS LP	62,82062,820	$5M	—	ADD 2%
83	Jefferies Financial Group Inc.	58,90058,900	$4M	—	TRIM -11%
84	PRICE T ROWE ASSOCIATES INC /MD/	55,04655,046	$4M	—	ADD 17%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54,17554,175	$4M	—	ADD 24%
86	Grantham, Mayo, Van Otterloo & Co. LLC	52,79152,791	$4M	—	TRIM -13%
87	WELLS FARGO & COMPANY/MN	52,12352,123	$4M	—	TRIM -7%
88	BNP PARIBAS FINANCIAL MARKETS	51,64151,641	$4M	—	ADD 12%
89	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	51,39551,395	$4M	—	TRIM -14%
90	EXCHANGE TRADED CONCEPTS, LLC	51,12851,128	$4M	—	TRIM -33%
91	Mitsubishi UFJ Trust & Banking Corp	50,98650,986	$4M	—	TRIM -3%
92	NOMURA HOLDINGS INC	50,00150,001	$4M	—	—
93	ALLIANCEBERNSTEIN L.P.	49,41549,415	$4M	—	TRIM -7%
94	Universal- Beteiligungs- und Servicegesellschaft mbH	47,96547,965	$4M	—	ADD 428%
95	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	45,33645,336	$3M	—	TRIM -3%
96	VANGUARD ASSET MANAGEMENT, Ltd	42,48942,489	$3M	—	NEW
97	ALGERT GLOBAL LLC	40,74540,745	$3M	—	TRIM -31%
98	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	40,70940,709	$3M	—	—
99	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	39,67239,672	$3M	—	NEW
100	ROYCE & ASSOCIATES LP	39,28439,284	$3M	—	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.8M

4.4M

4.5M

4.2M

$316M

DIMENSIONAL FUND ADVISORS LP

3.2M

3.1M

$231M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.8M

$206M

TURTLE CREEK ASSET MANAGEMENT INC.

3.7M

4.0M

3.6M

3.3M

2.6M

2.4M

$182M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.9M

$140M

STATE STREET CORP

2.1M

2.0M

1.9M

1.8M

$132M

AMERICAN CENTURY COMPANIES INC

1.4M

1.5M

1.6M

1.5M

1.6M

$122M

Allianz Asset Management GmbH

475K

488K

653K

944K

1.1M

1.3M

$101M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.1M

1.2M

$89M

FRANKLIN RESOURCES INC

1.2M

1.5M

1.7M

2.0M

1.1M

$86M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

984K

986K

1.2M

1.1M

$83M

HSBC HOLDINGS PLC

1.5M

1.3M

979K

802K

1.8M

1.0M

$75M

JACOBS LEVY EQUITY MANAGEMENT, INC

1.2M

1.1M

1.0M

946K

$71M

WELLINGTON MANAGEMENT GROUP LLP

1.3M

1.0M

883K

879K

828K

$62M

GOLDMAN SACHS GROUP INC

360K

737K

930K

1.2M

833K

753K

$56M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	385	43,330,907	—	$3.2B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · BFH

Large holders — 13G, passive (top 5 by % of class)

Holder

% of class

Type

As of

DIMENSIONAL FUND ADVISORS LP

7.2%

QII

2026-03-31

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

6.48%

QII

2026-03-31

SEC →

Turtle Creek Asset Management Inc.

5.6%

QII

2025-12-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.11%

QII

2026-03-31

SEC →

VANGUARD GROUP INC

QII

Institutional ownership· 13F filers holding BFH · 2026-Q1 methodology → sources →

385 holders

% of shares outstanding held

—

Shares held (13F)

43,330,907

Reporting holders

385

Top holders

largest 100 of 385 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	4,224,7004.2M	$316M	—	TRIM -6%
2	DIMENSIONAL FUND ADVISORS LP	3,086,0603.1M	$231M	—	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,756,3362.8M	$206M	—	NEW†
4	TURTLE CREEK ASSET MANAGEMENT INC.	2,431,1022.4M	$182M	—	TRIM -5%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,869,3851.9M	$140M	—	NEW†
6	STATE STREET CORP	1,764,7831.8M	$132M	—	TRIM -3%
7	AMERICAN CENTURY COMPANIES INC	1,631,6211.6M	$122M	—	ADD 7%
8	Allianz Asset Management GmbH	1,346,6021.3M	$101M	—	ADD 17%
9	GEODE CAPITAL MANAGEMENT, LLC	1,185,2101.2M	$89M	—	ADD 2%
10	FRANKLIN RESOURCES INC	1,149,4561.1M	$86M	—	TRIM -43%
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,103,5841.1M	$83M	—	TRIM -7%
12	HSBC HOLDINGS PLC	1,009,8901.0M	$75M	—	TRIM -43%
13	JACOBS LEVY EQUITY MANAGEMENT, INC	946,267946,267	$71M	—	TRIM -8%
14	WELLINGTON MANAGEMENT GROUP LLP	828,270828,270	$62M	—	TRIM -6%
15	GOLDMAN SACHS GROUP INC	753,014753,014	$56M	—	TRIM -10%
16	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	708,466708,466	$53M	—	—
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	654,149654,149	$49M	—	TRIM -4%
18	BANK OF AMERICA CORP /DE/	630,225630,225	$47M	—	ADD 18%
19	MORGAN STANLEY	615,628615,628	$46M	—	TRIM -32%
20	PZENA INVESTMENT MANAGEMENT LLC	613,673613,673	$46M	—	TRIM -4%
21	NORTHERN TRUST CORP	536,102536,102	$40M	—	ADD 2%
22	NEUBERGER BERMAN GROUP LLC	444,393444,393	$33M	—	—
23	UBS Group AG	435,265435,265	$33M	—	TRIM -39%
24	LSV ASSET MANAGEMENT	425,611425,611	$32M	—	ADD 39%
25	PRINCIPAL FINANCIAL GROUP INC	396,691396,691	$30M	—	ADD 82%
26	Bank of New York Mellon Corp	385,907385,907	$29M	—	TRIM -4%
27	SG Americas Securities, LLC	350,061350,061	$26M	—	ADD 899%
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC	330,475330,475	$25M	—	TRIM -3%
29	Public Sector Pension Investment Board	284,075284,075	$21M	—	ADD 47%
30	VANGUARD FIDUCIARY TRUST CO	281,589281,589	$21M	—	NEW
31	Invesco Ltd.	274,705274,705	$21M	—	TRIM -3%
32	Nuveen, LLC	264,410264,410	$20M	—	—
33	AMERIPRISE FINANCIAL INC	219,901219,901	$16M	—	TRIM -10%
34	STOREBRAND ASSET MANAGEMENT AS	213,571213,571	$16M	—	—
35	PANAGORA ASSET MANAGEMENT INC	206,133206,133	$15M	—	ADD 127%
36	Squarepoint Ops LLC	203,553203,553	$15M	—	ADD 29%
37	PRUDENTIAL FINANCIAL INC	203,128203,128	$15M	—	TRIM -23%
38	Miller Value Partners, LLCtracked	193,697193,697	$15M	—	TRIM -4%
39	Empowered Funds, LLC	193,123193,123	$14M	—	NEW
40	JPMORGAN CHASE & CO	197,088197,088	$14M	—	ADD 59%
41	AQR CAPITAL MANAGEMENT LLC	187,683187,683	$14M	—	ADD 76%
42	Russell Investments Group, Ltd.	185,241185,241	$14M	—	TRIM -5%
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	182,623182,623	$14M	—	TRIM -8%
44	MILLENNIUM MANAGEMENT LLC	180,754180,754	$14M	—	TRIM -73%
45	Philadelphia Financial Management of San Francisco, LLC	172,156172,156	$13M	—	TRIM -10%
46	DEUTSCHE BANK AG\	163,154163,154	$12M	—	TRIM -72%
47	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	158,693158,693	$12M	—	TRIM -48%
48	ASSETMARK, INC	158,588158,588	$12M	—	ADD 6%
49	CITADEL ADVISORS LLC	147,248147,248	$11M	—	NEW
50	TWO SIGMA INVESTMENTS, LP	138,238138,238	$10M	—	ADD 114%
51	SCHRODER INVESTMENT MANAGEMENT GROUP	138,112138,112	$10M	—	NEW
52	Cambria Investment Management, L.P.	132,811132,811	$10M	—	ADD 5%
53	J. Goldman & Co LP	132,585132,585	$10M	—	NEW
54	Hudson Bay Capital Management LP	131,602131,602	$10M	—	TRIM -48%
55	RHUMBLINE ADVISERS	131,192131,192	$10M	—	—
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	131,015131,015	$10M	—	TRIM -14%
57	Hillsdale Investment Management Inc.	128,700128,700	$10M	—	—
58	CAPITAL FUND MANAGEMENT S.A.	126,344126,344	$9M	—	ADD 34%
59	D. E. Shaw & Co., Inc.	125,363125,363	$9M	—	TRIM -30%
60	SEI INVESTMENTS CO	122,177122,177	$9M	—	TRIM -23%
61	Legal & General Group Plc	116,108116,108	$9M	—	TRIM -8%
62	VICTORY CAPITAL MANAGEMENT INC	114,292114,292	$9M	—	TRIM -82%
63	JUPITER ASSET MANAGEMENT LTD	106,163106,163	$8M	—	TRIM -11%
64	Robeco Institutional Asset Management B.V.	104,434104,434	$8M	—	—
65	Trexquant Investment LP	100,627100,627	$8M	—	ADD 20%
66	BROOKTREE CAPITAL MANAGEMENT	98,53498,534	$7M	—	TRIM -39%
67	ExodusPoint Capital Management, LP	96,76196,761	$7M	—	ADD 1069%
68	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	94,32094,320	$7M	—	ADD 124%
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	92,93892,938	$7M	—	—
70	Swiss National Bank	90,32390,323	$7M	—	—
71	WINTON GROUP Ltd	89,02289,022	$7M	—	TRIM -7%
72	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	82,12082,120	$6M	—	—
73	Susquehanna Portfolio Strategies, LLC	80,85480,854	$6M	—	—
74	BW Gestao de Investimentos Ltda.	80,00080,000	$6M	—	NEW
75	GREAT LAKES ADVISORS, LLC	77,26677,266	$6M	—	TRIM -8%
76	Moran Wealth Management, LLC	73,81473,814	$6M	—	ADD 94%
77	BESSEMER GROUP INC	71,07871,078	$5M	—	ADD 43%
78	CITIGROUP INC	70,44570,445	$5M	—	TRIM -21%
79	HRT FINANCIAL LP	67,28367,283	$5M	—	ADD 99%
80	MACKENZIE FINANCIAL CORP	63,65863,658	$5M	—	ADD 59%
81	INTECH INVESTMENT MANAGEMENT LLC	63,17363,173	$5M	—	TRIM -60%
82	FIRST TRUST ADVISORS LP	62,82062,820	$5M	—	ADD 2%
83	Jefferies Financial Group Inc.	58,90058,900	$4M	—	TRIM -11%
84	PRICE T ROWE ASSOCIATES INC /MD/	55,04655,046	$4M	—	ADD 17%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54,17554,175	$4M	—	ADD 24%
86	Grantham, Mayo, Van Otterloo & Co. LLC	52,79152,791	$4M	—	TRIM -13%
87	WELLS FARGO & COMPANY/MN	52,12352,123	$4M	—	TRIM -7%
88	BNP PARIBAS FINANCIAL MARKETS	51,64151,641	$4M	—	ADD 12%
89	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	51,39551,395	$4M	—	TRIM -14%
90	EXCHANGE TRADED CONCEPTS, LLC	51,12851,128	$4M	—	TRIM -33%
91	Mitsubishi UFJ Trust & Banking Corp	50,98650,986	$4M	—	TRIM -3%
92	NOMURA HOLDINGS INC	50,00150,001	$4M	—	—
93	ALLIANCEBERNSTEIN L.P.	49,41549,415	$4M	—	TRIM -7%
94	Universal- Beteiligungs- und Servicegesellschaft mbH	47,96547,965	$4M	—	ADD 428%
95	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	45,33645,336	$3M	—	TRIM -3%
96	VANGUARD ASSET MANAGEMENT, Ltd	42,48942,489	$3M	—	NEW
97	ALGERT GLOBAL LLC	40,74540,745	$3M	—	TRIM -31%
98	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	40,70940,709	$3M	—	—
99	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	39,67239,672	$3M	—	NEW
100	ROYCE & ASSOCIATES LP	39,28439,284	$3M	—	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.8M

4.4M

4.5M

4.2M

$316M

DIMENSIONAL FUND ADVISORS LP

3.2M

3.1M

$231M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.8M

$206M

TURTLE CREEK ASSET MANAGEMENT INC.

3.7M

4.0M

3.6M

3.3M

2.6M

2.4M

$182M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.9M

$140M

STATE STREET CORP

2.1M

2.0M

1.9M

1.8M

$132M

AMERICAN CENTURY COMPANIES INC

1.4M

1.5M

1.6M

1.5M

1.6M

$122M

Allianz Asset Management GmbH

475K

488K

653K

944K

1.1M

1.3M

$101M

GEODE CAPITAL MANAGEMENT, LLC

1.2M

1.1M

1.2M

$89M

FRANKLIN RESOURCES INC

1.2M

1.5M

1.7M

2.0M

1.1M

$86M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

984K

986K

1.2M

1.1M

$83M

HSBC HOLDINGS PLC

1.5M

1.3M

979K

802K

1.8M

1.0M

$75M

JACOBS LEVY EQUITY MANAGEMENT, INC

1.2M

1.1M

1.0M

946K

$71M

WELLINGTON MANAGEMENT GROUP LLP

1.3M

1.0M

883K

879K

828K

$62M

GOLDMAN SACHS GROUP INC

360K

737K

930K

1.2M

833K

753K

$56M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	385	43,330,907	—	$3.2B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · BFH

Large holders — 13G, passive (top 5 by % of class)

Holder

% of class

Type

As of

DIMENSIONAL FUND ADVISORS LP

7.2%

QII

2026-03-31

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

6.48%

QII

2026-03-31

SEC →

Turtle Creek Asset Management Inc.

5.6%

QII

2025-12-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

5.11%

QII

2026-03-31

SEC →

VANGUARD GROUP INC

QII

BFH US Equity☆

Institutional ownership· 13F filers holding BFH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · BFH

Institutional ownership· 13F filers holding BFH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · BFH

BFH US Equity