BHFNasdaqLife InsuranceFiscal year ends December 31Also trades as BHFAL, BHFAM, BHFAN, BHFAO, BHFAP
Brighthouse Financial, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$47.60−0.17 (-0.36%)
Close on Oct 19, 2026
- Market cap
- $2.75B
- P/E (TTM)
- 3.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53M
Shares held, 13F filers
Institutional holders
472
59 new, 45 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,231,087 | 9.70% | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 3,634,379 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 3,007,422 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BHF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,393,709 | – | $341.42M | +120,769 | 0.01% |
| UBS Group AG | 4,200,939 | – | $265.92M | +466,463 | 0.03% |
| Dimensional Fund Advisors LP | 3,634,379 | – | $230.06M | +78,556 | 0.04% |
| DME Capital Management, LP | 2,842,100 | – | $179.90M | – | 4.60% |
| American Century Companies Inc | 2,653,810 | – | $167.99M | +61,405 | 0.07% |
| Vanguard Capital Management LLC | 2,596,834 | – | $164.38M | +27,160 | 0.00% |
| Vanguard Portfolio Management LLC | 2,491,401 | – | $157.71M | −7,663 | 0.01% |
| State Street Corp | 2,082,421 | – | $131.82M | +143,523 | 0.00% |
| Morgan Stanley | 1,878,445 | – | $118.91M | +591,209 | 0.01% |
| Millennium Management LLC | 1,218,367 | – | $77.12M | −307,891 | 0.03% |
| Soros Fund Management LLC | 1,116,250 | – | $70.66M | +269,456 | 0.87% |
| Geode Capital Management, LLC | 1,098,870 | – | $69.58M | −1,367 | 0.00% |
| AQR Arbitrage LLC | 927,295 | – | $58.70M | +77,540 | 0.84% |
| Alliancebernstein L.P. | 922,760 | – | $55.25M | +89,239 | 0.02% |
| Hsbc Holdings PLC | 865,171 | – | $54.90M | +322,422 | 0.02% |
| Kryger Capital LLC | 769,937 | – | $48.74M | +267,203 | 2.78% |
| Goldman Sachs Group Inc | 726,823 | – | $46.01M | +72,838 | 0.00% |
| Qube Research & Technologies Ltd | 694,671 | – | $43.97M | +575,768 | 0.04% |
| Citigroup Inc | 689,207 | – | $43.63M | +5,811 | 0.01% |
| Charles Schwab Investment Management Inc | 587,029 | – | $37.16M | +19,782 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 472 | 53M | 59 / 129 | 126 / 45 | 6M | 6M |
| Q1 2026 | 467 | 53M | 65 / 129 | 117 / 47 | 15M | 8M |
| Q4 2025 | 458 | 52M | 110 / 101 | 119 / 81 | 15M | 13M |
| Q3 2025 | 435 | 50M | 67 / 101 | 136 / 74 | 9M | 9M |
| Q2 2025 | 446 | 50M | 66 / 119 | 138 / 56 | 8M | 6M |
| Q1 2025 | 438 | 47M | 77 / 106 | 120 / 43 | 10M | 11M |
| Q4 2024 | 410 | 49M | 64 / 103 | 118 / 65 | 4M | 3M |
| Q3 2024 | 416 | 48M | 41 / 93 | 137 / 51 | 8M | 4M |
| Q2 2024 | 429 | 49M | 44 / 90 | 160 / 38 | 3M | 7M |
| Q1 2024 | 427 | 53M | 46 / 106 | 144 / 44 | 7M | 3M |
| Q4 2023 | 431 | 52M | 58 / 93 | 141 / 28 | 3M | 3M |
| Q3 2023 | 405 | 52M | 40 / 94 | 139 / 37 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BHF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 2,143,650 | – | $134.09M | 0.50% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,955,146 | – | $123.76M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,822,663 | – | $115.37M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,316,099 | – | $83.31M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 834,558 | – | $52.83M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 777,647 | – | $48.14M | 0.25% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 654,500 | – | $41.43M | 0.04% | Jun 30, 2026 |
| Franklin Mutual Quest Fund | 575,469 | – | $36.43M | 1.34% | Jun 30, 2026 |
| Nexpoint Merger Arbitrage Fund | 554,861 | – | $35.12M | 2.36% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 478,919 | – | $29.65M | 0.18% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 416,176 | – | $25.77M | 0.18% | Jul 31, 2026 |
| Calamos Market Neutral Income Fund | 391,771 | – | $24.25M | 0.13% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 327,487 | – | $20.27M | 0.25% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 294,349 | – | $18.41M | 0.04% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 289,444 | – | $18.32M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Eric T. Steigerwalt | President and CEO, Director | 388,637 | Mar 2, 2026 |
| Richard A. Cook | Chief Accounting Officer | 6,969 | Sep 3, 2026 |
| Melissa B. Pavlovich | Chief Accounting Officer | 12,644 | Apr 9, 2026 |
| Vonda Huss | EVP & Chief HR Officer | 26,830 | Mar 2, 2026 |
| Myles Lambert | EVP, Chief Operating Officer | 49,788 | Mar 2, 2026 |
| John Rosenthal | EVP & Chief Investment Officer | 91,380 | Mar 2, 2026 |
| Edward A. Spehar | EVP & Chief Financial Officer | 64,413 | Mar 2, 2026 |
| Allie Lin | EVP & General Counsel | 18,598 | Mar 2, 2026 |
| Paul M. Wetzel | Director | 23,672 | Jun 4, 2026 |
| Stephen C. Hooley | Director | 0 | Jun 4, 2026 |
| Diane E. Offereins | Director | 28,634 | Jun 4, 2026 |
| Michael J. Inserra | Director | 9,116 | Jun 4, 2026 |
| Lizabeth H. Zlatkus | Director | 7,234 | Jun 4, 2026 |
| Carol Juel | Director | 5,157 | Jun 4, 2026 |
| C. Edward Chaplin | Director | 54,454 | Jun 4, 2026 |
| Eileen A. Mallesch | Director | 4,602 | Jun 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul M. Wetzel Director | Jun 2, 2026 | Option exercise | +2,837 | – | – | 23,663 |
| Michael J. Inserra Director | Jun 2, 2026 | Option exercise | +1,418 | – | – | 9,116 |
| Diane E. Offereins Director | Jun 2, 2026 | Option exercise | +2,837 | – | – | 28,634 |
| Lizabeth H. Zlatkus Director | Jun 2, 2026 | Option exercise | +2,837 | – | – | 7,234 |
| C. Edward Chaplin Director | Jun 2, 2026 | Option exercise | +4,556 | – | – | 54,454 |
| Carol Juel Director | May 1, 2026 | Option exercise | +3,361 | – | – | 5,157 |
| Paul M. Wetzel Director | May 1, 2026 | Option exercise | +3,703 | – | – | 20,826 |
| Paul M. Wetzel Director | May 1, 2026 | Option exercise | +1,120 | – | – | 17,123 |
| Melissa B. Pavlovich Chief Accounting Officer | Apr 8, 2026 | Tax withholding | −1,588 | $61.02 | $96.90K | 12,644 |
| Melissa B. Pavlovich Chief Accounting Officer | Apr 8, 2026 | Option exercise | +5,581 | – | – | 14,232 |
| Myles Lambert EVP, Chief Operating Officer | Mar 2, 2026 | Tax withholding | −4,843 | $59.98 | $290.48K | 49,788 |
| Myles Lambert EVP, Chief Operating Officer | Mar 2, 2026 | Option exercise | +9,420 | – | – | 54,631 |
| Melissa B. Pavlovich Chief Accounting Officer | Mar 2, 2026 | Option exercise | +1,383 | – | – | 9,119 |
| Melissa B. Pavlovich Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −468 | $59.98 | $28.07K | 8,651 |
| Eric T. Steigerwalt President and CEO, Director | Mar 2, 2026 | Option exercise | +35,564 | – | – | 388,637 |
| Eric T. Steigerwalt President and CEO, Director | Mar 2, 2026 | Tax withholding | −13,996 | $59.98 | $839.48K | 374,641 |
| Edward A. Spehar EVP & Chief Financial Officer | Mar 2, 2026 | Tax withholding | −6,496 | $59.98 | $389.63K | 64,413 |
| Edward A. Spehar EVP & Chief Financial Officer | Mar 2, 2026 | Option exercise | +13,658 | – | – | 70,909 |
| John Rosenthal EVP & Chief Investment Officer | Mar 2, 2026 | Tax withholding | −5,498 | $59.98 | $329.77K | 91,380 |
| John Rosenthal EVP & Chief Investment Officer | Mar 2, 2026 | Option exercise | +10,669 | – | – | 96,878 |
| Vonda Huss EVP & Chief HR Officer | Mar 2, 2026 | Tax withholding | −2,735 | $59.98 | $164.05K | 26,830 |
| Vonda Huss EVP & Chief HR Officer | Mar 2, 2026 | Option exercise | +6,103 | – | – | 29,565 |
| Allie Lin EVP & General Counsel | Mar 2, 2026 | Option exercise | +7,072 | – | – | 18,598 |
| Allie Lin EVP & General Counsel | Mar 2, 2026 | Tax withholding | −3,136 | $59.98 | $188.10K | 15,462 |
| Myles Lambert EVP, Chief Operating Officer | Feb 27, 2026 | Award | +12,955 | – | – | 51,811 |
| Myles Lambert EVP, Chief Operating Officer | Feb 27, 2026 | Tax withholding | −6,600 | $59.98 | $395.87K | 45,211 |
| Melissa B. Pavlovich Chief Accounting Officer | Feb 27, 2026 | Award | +1,302 | – | – | 8,124 |
| Melissa B. Pavlovich Chief Accounting Officer | Feb 27, 2026 | Tax withholding | −388 | $59.98 | $23.27K | 7,736 |
| Eric T. Steigerwalt President and CEO, Director | Feb 27, 2026 | Award | +75,577 | – | – | 382,813 |
| Eric T. Steigerwalt President and CEO, Director | Feb 27, 2026 | Tax withholding | −29,740 | $59.98 | $1.78M | 353,073 |
| Edward A. Spehar EVP & Chief Financial Officer | Feb 27, 2026 | Tax withholding | −8,877 | $59.98 | $532.44K | 57,251 |
| Edward A. Spehar EVP & Chief Financial Officer | Feb 27, 2026 | Award | +18,786 | – | – | 66,128 |
| John Rosenthal EVP & Chief Investment Officer | Feb 27, 2026 | Award | +15,520 | – | – | 94,116 |
| John Rosenthal EVP & Chief Investment Officer | Feb 27, 2026 | Tax withholding | −7,907 | $59.98 | $474.26K | 86,209 |
| Vonda Huss EVP & Chief HR Officer | Feb 27, 2026 | Award | +8,879 | – | – | 27,320 |
| Vonda Huss EVP & Chief HR Officer | Feb 27, 2026 | Tax withholding | −3,858 | $59.98 | $231.40K | 23,462 |
| Allie Lin EVP & General Counsel | Feb 27, 2026 | Award | +8,974 | – | – | 15,425 |
| Allie Lin EVP & General Counsel | Feb 27, 2026 | Tax withholding | −3,899 | $59.98 | $233.86K | 11,526 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Jul 1, 2025 | Tax withholding | −11,989 | $53.78 | $644.77K | 38,856 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Jul 1, 2025 | Option exercise | +23,468 | – | – | 50,845 |
| Lizabeth H. Zlatkus Director | Jun 6, 2025 | Option exercise | +3,850 | – | – | 4,397 |
| Diane E. Offereins Director | Jun 6, 2025 | Option exercise | +3,850 | – | – | 25,797 |
| C. Edward Chaplin Director | Jun 6, 2025 | Option exercise | +6,183 | – | – | 49,898 |
| Michael J. Inserra Director | Jun 6, 2025 | Option exercise | +1,925 | – | – | 7,698 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Jun 3, 2025 | Sale(10b5-1 plan) | −1,309 | $59.10 | $77.36K | 27,377 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Jun 3, 2025 | Sale(10b5-1 plan) | −7,091 | $58.58 | $415.39K | 28,686 |
| Vonda Huss EVP & Chief HR Officer | Jun 2, 2025 | Sale(10b5-1 plan) | −3,000 | $59.51 | $178.53K | 18,441 |
| Eric T. Steigerwalt President and CEO, Director | May 27, 2025 | Sale(10b5-1 plan) | −25,000 | $58.84 | $1.47M | 307,236 |
| Paul M. Wetzel Director | May 1, 2025 | Option exercise | +1,120 | – | – | 16,003 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Mar 3, 2025 | Sale(10b5-1 plan) | −220 | $60.33 | $13.27K | 35,777 |
| Myles Lambert EVP,Chief Mktg.& Dist. Officer | Mar 3, 2025 | Sale(10b5-1 plan) | −8,180 | $59.91 | $490.06K | 35,997 |
| Vonda Huss EVP & Chief HR Officer | Mar 3, 2025 | Sale(10b5-1 plan) | −3,000 | $59.33 | $177.99K | 21,441 |
| Richard A. Cook Interim Chief Accounting Off. | Mar 1, 2025 | Tax withholding | −405 | $59.31 | $24.02K | 5,926 |
| Richard A. Cook Interim Chief Accounting Off. | Mar 1, 2025 | Option exercise | +903 | – | – | 6,331 |
| Allie Lin EVP & General Counsel | Mar 1, 2025 | Option exercise | +4,861 | – | – | 8,601 |
| Allie Lin EVP & General Counsel | Mar 1, 2025 | Tax withholding | −2,150 | – | – | 6,451 |
| John Rosenthal EVP & Chief Investment Officer | Mar 1, 2025 | Option exercise | +11,251 | – | – | 84,345 |
| John Rosenthal EVP & Chief Investment Officer | Mar 1, 2025 | Tax withholding | −5,749 | $59.31 | $340.97K | 78,596 |
| Vonda Huss EVP & Chief HR Officer | Mar 1, 2025 | Option exercise | +6,252 | – | – | 27,175 |
| Vonda Huss EVP & Chief HR Officer | Mar 1, 2025 | Tax withholding | −2,734 | $59.31 | $162.15K | 24,441 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Myles Lambert Officer | Jun 3, 2025 | 8,400 | $492.73K | Jun 3, 2025 | RESTRICTED STOCK UNIT VEST |
| Vonda Huss Officer | Jun 2, 2025 | 3,000 | $178.53K | Jun 2, 2025 | RESTRICTED STOCK UNIT VEST |
| Eric T. Steigerwalt Officer, Director | May 27, 2025 | 25,000 | $1.47M | May 27, 2025 | RESTRICTED STOCK UNIT VEST |
| Myles Lambert Officer | Mar 3, 2025 | 8,400 | $503.27K | Mar 3, 2025 | RESTRICTED STOCK UNIT VEST |
| Vonda Huss Officer | Mar 3, 2025 | 3,000 | $177.99K | Mar 3, 2025 | PERFORMANCE STOCK UNIT VEST |
| Eric T. Steigerwalt Officer, Director | Feb 26, 2025 | 25,000 | $1.48M | Feb 26, 2025 | RESTRICTED STOCK UNIT VEST |
| John Rosenthal Officer | Jan 31, 2025 | 10,000 | $610.00K | Jan 31, 2025 | RESTRICTED STOCK UNIT VEST |
| John Rosenthal Officer | Dec 3, 2024 | 10,000 | $523.10K | Dec 3, 2024 | PERFORMANCE STOCK UNIT VEST |
| Myles Lambert Officer | Dec 3, 2024 | 8,400 | $434.27K | Dec 3, 2024 | RESTRICTED STOCK UNIT VEST |
| Vonda Huss Officer | Dec 2, 2024 | 3,000 | $156.63K | Dec 2, 2024 | RESTRICTED STOCK UNIT VEST |
| Eric T. Steigerwalt Officer, Director | Nov 26, 2024 | 25,000 | $1.31M | Nov 26, 2024 | PERFORMANCE STOCK UNIT VEST |
| Edward A. Spehar Officer | Nov 15, 2024 | 7,125 | $363.23K | Nov 15, 2024 | PERFORMANCE STOCK UNIT VEST |
| John Rosenthal Officer | Sep 4, 2024 | 5,000 | $230.04K | Sep 4, 2024 | PERFORMANCE STOCK UNIT VEST |
| John Rosenthal Officer | Sep 3, 2024 | 5,000 | $226.08K | Sep 3, 2024 | PERFORMANCE STOCK UNIT VEST |
| Myles Lambert Officer | Sep 3, 2024 | 8,400 | $379.30K | Sep 3, 2024 | PERFORMANCE STOCK UNIT VEST |