Brighthouse Financial, Inc.
MX ˙ BMV ˙ US10922N1037
SecurityMX:BHF / Brighthouse Financial, Inc.
InstitutionHsbc Holdings Plc
Latest Disclosed Ownership542,749 shares
Latest Disclosed Value $ 32,673,490
Hsbc Holdings Plc reports 63.30% increase in ownership of BHF / Brighthouse Financial, Inc.

On April 30, 2026 - Hsbc Holdings Plc filed a 13F-HR form disclosing ownership of 542,749 shares of Brighthouse Financial, Inc. (MX:BHF) valued at $32,673,490 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 20, 2026 disclosing 332,362 shares of Brighthouse Financial, Inc.. This represents a change in shares of 63.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F BRIGHTHOUSE FINL COM 10922N103 542,749 210,387 63.30 32,673 51.71 0.0023
2026-03-20 2025-12-31 13F/A-1 BRIGHTHOUSE FINL COM 10922N103 332,362 332,362 21,537 0.0012
2026-03-06 2025-12-31 13F BRIGHTHOUSE FINL COM 10922N103 332,362 332,362 21,537 0.0010
2025-02-14 2024-12-31 13F BRIGHTHOUSE FINL COM 10922N103 0 -33,455 -100.00 0 -100.00
2024-11-14 2024-09-30 13F BRIGHTHOUSE FINL COM 10922N103 33,455 13,904 71.12 1,505 76.44 0.0009
2024-08-12 2024-06-30 13F BRIGHTHOUSE FINL COM 10922N103 19,551 -42,780 -68.63 854 -73.44 0.0005
2024-05-15 2024-03-31 13F BRIGHTHOUSE FINL COM 10922N103 62,331 -85,494 -57.83 3,213 -59.18 0.0022
2024-02-12 2023-12-31 13F BRIGHTHOUSE FINL COM 10922N103 147,825 110,397 294.96 7,869 326.68 0.0069
2023-11-13 2023-09-30 13F BRIGHTHOUSE FINL COM 10922N103 37,428 16,966 82.91 1,844 90.10 0.0019
2023-08-11 2023-06-30 13F BRIGHTHOUSE FINL COM 10922N103 20,462 20,462 971 0.0010
2023-05-15 2023-03-31 13F BRIGHTHOUSE FINL COM 10922N103 0 -4,418 -100.00 0 -100.00
2023-02-14 2022-12-31 13F BRIGHTHOUSE FINL COM 10922N103 4,418 4,418 226 0.0003
2022-11-14 2022-09-30 13F BRIGHTHOUSE FINL COM 10922N103 0 -27,698 -100.00 0 -100.00
2022-08-11 2022-06-30 13F BRIGHTHOUSE FINL COM 10922N103 27,698 -11,374 -29.11 1,142 -44.86 0.0016
2022-05-16 2022-03-31 13F BRIGHTHOUSE FINL COM 10922N103 39,072 -50,148 -56.21 2,071 -55.53 0.0025
2022-02-11 2021-12-31 13F BRIGHTHOUSE FINL COM 10922N103 89,220 -25,156 -21.99 4,657 -10.30 0.0043
2021-11-12 2021-09-30 13F BRIGHTHOUSE FINL COM 10922N103 114,376 82,743 261.57 5,192 262.06 0.0052
2021-08-13 2021-06-30 13F BRIGHTHOUSE FINL COM 10922N103 31,633 -126,223 -79.96 1,434 -79.68 0.0015
2021-05-14 2021-03-31 13F BRIGHTHOUSE FINL COM 10922N103 157,856 98,986 168.14 7,056 232.05 0.0083
2021-02-25 2020-12-31 13F/A-1 BRIGHTHOUSE FINL COM 10922N103 58,870 9,315 18.80 2,125 57.29 0.0028
2021-02-12 2020-12-31 13F BRIGHTHOUSE FINL COM 10922N103 58,870 9,315 2,125 504.5531
2020-11-12 2020-09-30 13F BRIGHTHOUSE FINL COM 10922N103 49,555 5,509 12.51 1,351 10.29 0.0022
2020-08-14 2020-06-30 13F BRIGHTHOUSE FINL COM 10922N103 44,046 26,440 150.18 1,225 180.32 0.0023
2020-05-15 2020-03-31 13F BRIGHTHOUSE FINL COM 10922N103 17,606 -17,034 -49.17 437 -67.91 0.0010
2020-02-14 2019-12-31 13F BRIGHTHOUSE FINL COM 10922N103 34,640 -24,576 -41.50 1,362 -43.18 0.0024
2019-11-14 2019-09-30 13F BRIGHTHOUSE FINL COM 10922N103 59,216 26,037 78.47 2,397 96.80 0.0045
2019-08-13 2019-06-30 13F BRIGHTHOUSE FINL COM 10922N103 33,179 -36,197 -52.18 1,218 -51.63 0.0023
2019-05-15 2019-03-31 13F BRIGHTHOUSE FINL COM 10922N103 69,376 -17,085 -19.76 2,518 -4.48 0.0046
2019-02-13 2018-12-31 13F BRIGHTHOUSE FINL COM 10922N103 86,461 6,524 8.16 2,636 -25.45 0.0049
2018-11-13 2018-09-30 13F BRIGHTHOUSE FINL COM 10922N103 79,937 32,755 69.42 3,536 87.09 0.0057
2018-08-10 2018-06-30 13F BRIGHTHOUSE FINL COM 10922N103 47,182 -30,988 -39.64 1,890 -52.96 0.0034
2018-05-11 2018-03-31 13F BRIGHTHOUSE FINL COM 10922N103 78,170 7,999 11.40 4,018 -2.33 0.0060
2018-02-14 2017-12-31 13F BRIGHTHOUSE FINL COM 10922N103 70,171 -1,237 -1.73 4,114 -5.23 0.0060
2017-11-14 2017-09-30 13F BRIGHTHOUSE FINL COM 10922N103 71,408 71,408 4,341 0.0070
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.