Follow-The-Filings

Security · featured owners

BFH Bread Financial Holdings Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 3.4%
  • $50M
  • 2 reduce 1 exit

BFH (Bread Financial Holdings Inc.) is held in 2 featured 13F books as of 2026 Q2. Bill Miller - Miller Value Partners is the largest tracked holder by portfolio weight (3.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.4% (Bill Miller - Miller Value Partners) · not free-float ownership

  1. Bill Miller reduce 3.4%
  2. Richard Pzena reduce 0.10%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Richard Pzena - Pzena Investment Management 2026 Q2 0.10% Reduce −46.6% 327,448 $35M history
Bill Miller - Miller Value Partners 2026 Q2 3.4% Reduce −31.4% 132,798 $14M history
Tweedy, Browne Co. exited 2026 Q2 last 2026 Q1 0.19% Exit −0.19% 31,262 $2M history

2 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 21 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 3.03,5.03,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Jul 28, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jun 15, 2026 · 8 forms Filing Doc
4 Period May 29, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period Apr 24, 2026 Filing Doc
4 Period Apr 15, 2026 Filing Doc
4/A Period Feb 18, 2026 Filing Doc
4/A Period Feb 17, 2026 Filing Doc
4/A Period Feb 17, 2026 Filing Doc
4 Period Feb 19, 2026 Filing Doc
4 Period Feb 17, 2026 Filing Doc

Updated about 10 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Net income $718M $277M $518M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $23.14B $22.89B $22.66B
Total equity $2.92B $3.05B $3.33B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.99B $1.86B $2.09B
Cash from investing $0.788B -$1.17B -$1.37B
Cash from financing -$3.09B -$0.592B -$0.807B
Net change in cash -$311M $98M -$86M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders