Guru Ownership Trend
Guru Analysis for Bread Financial Holdings, Inc. (BFH)
Bread Financial Holdings, Inc. (BFH), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $104.19 M.
Top institutional holders include Richard Pzena and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $43.35 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Richard Pzena reduced exposure by 46.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Bread Financial Holdings, Inc. (BFH)
Major holders include Richard Pzena ($35.48 M), Cliff Asness ($19.98 M), HOTCHKIS & WILEY ($15.42 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 988,733 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $43.35 M, with 3 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited BFH. The total reported sell value was $47.82 M.
Yes, 1 managers opened new positions in BFH, and 2 increased their existing holdings. The total reported buy value was $4.46 M.
