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BrightSpring Health Services, Inc.

BTSG
Exchange
Nasdaq
Industry
Services-Home Health Care Services
SEC CIK
0001865782

In the last 90 days, BrightSpring Health Services, Inc. insiders filed 0 open-market purchases and 1 sale; 423 institutions reported holding it in 13F filings for Q2 2026, worth $14.4B in total; Viking Global Investors is the only superinvestor holding it.

Other share classesBTSGU

13F holders, Q2 2024

Institutional positions in BrightSpring Health Services, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
96
+11 vs. Q1 2024
Shares held
195.9M
+1.41M (+0.7%) vs. Q1 2024
Total value
$2.23B
+$106.5M (+5.0%) vs. Q1 2024
New holders
29
39 more added
Sold out
18
16 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BTSG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 96 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 86 institutionsQ2 2024: 96 institutionsQ3 2024: 129 institutionsQ4 2024: 137 institutionsQ1 2025: 163 institutionsQ2 2025: 201 institutionsQ3 2025: 228 institutionsQ4 2025: 286 institutionsQ1 2026: 338 institutionsQ2 2026: 423 institutions
Value heldQ2 2024: $2.23B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $2.12BQ2 2024: $2.23BQ3 2024: $2.89BQ4 2024: $3.35BQ1 2025: $3.54BQ2 2025: $4.79BQ3 2025: $6.14BQ4 2025: $7.90BQ1 2026: $8.90BQ2 2026: $14.4B
Institutions holding BTSG and their total value by quarter
QuarterHoldersValue
Q2 2026423$14.4B
Q1 2026338$8.90B
Q4 2025286$7.90B
Q3 2025228$6.14B
Q2 2025201$4.79B
Q1 2025163$3.54B
Q4 2024137$3.35B
Q3 2024129$2.89B
Q2 202496$2.23B
Q1 202486$2.12B
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q1 2024.

Institutions holding BTSG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC30$3410.00%+30New
Institutional & Family Asset Management, LLC32$3640.00%00.0%Unchanged
Russell Investments Group, Ltd.40$4540.00%+40New
The PNC Financial Services Group, Inc.78$8860.00%+78New
CWM, LLC75$1.00K0.00%+75New
Covestor Ltd53$1.00K0.00%+53New
Private Wealth Management Group, LLC112$1.27K0.00%00.0%Unchanged
Comerica Bank122$1.39K0.00%+38+45.2%Added
Nisa Investment Advisors, LLC133$1.51K0.00%+133New
Huntington National Bank218$2.48K0.00%+218New
IFP Advisors, Inc262$2.98K0.00%+262New
Lindbrook Capital, LLC288$3.27K0.00%00.0%Unchanged
GAMMA Investing LLC448$5.09K0.00%+448New
Amalgamated Bank1,863$21.0K0.00%−603−24.5%Reduced
Jones Financial Companies LLLP2,151$24.4K0.00%+2,151New
nVerses Capital, LLC4,800$54.5K0.03%+4,800New
Ameritas Investment Partners, Inc.5,379$61.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)6,643$75.5K0.00%+5,910+806.3%Added
STRS Ohio10,700$121.6K0.00%+1,100+11.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,075$125.8K0.00%+11,075New
Citigroup Inc11,720$133.1K0.00%+2,393+25.7%Added
Arizona State Retirement System14,377$163.3K0.00%+14,377New
New York State Common Retirement Fund16,355$185.8K0.00%+55+0.3%Added
Voya Investment Management LLC18,274$207.6K0.00%+5,020+37.9%Added
American Century Companies Inc19,029$216.2K0.00%+19,029New
Sandia Investment Management LP19,293$219.2K0.28%−707−3.5%Reduced
BNP Paribas Arbitrage, SA20,318$230.8K0.00%−5,466−21.2%Reduced
Farallon Capital Management, L.L.C.22,000$249.9K0.00%00.0%Unchanged
Miracle Mile Advisors, LLC23,500$267.0K0.01%+23,500New
Centiva Capital, LP24,028$273.0K0.01%−119,444−83.3%Reduced
Deutsche Bank AG24,591$279.4K0.00%+1,862+8.2%Added
Quantbot Technologies LP25,325$287.7K0.01%+25,325New
Raymond James & Associates25,454$289.2K0.00%+7,928+45.2%Added
Janus Henderson Group PLC26,100$297.0K0.00%+26,100New
Mirae Asset Global ETFs Holdings Ltd.27,659$314.2K0.00%+27,659New
Corebridge Financial, Inc.28,971$329.1K0.00%+28,971New
MetLife Investment Management31,569$358.6K0.00%+2,946+10.3%Added
Walleye Capital LLC34,243$389.0K0.00%−465,757−93.2%Reduced
JPMorgan Chase & Co43,613$495.4K0.00%+22,330+104.9%Added
Wells Fargo & Company46,543$528.7K0.00%+8,461+22.2%Added
California State Teachers Retirement System50,246$570.8K0.00%+44,822+826.4%Added
Legal & General Group Plc54,472$618.8K0.00%+49,296+952.4%Added
Royal Bank of Canada59,760$680.0K0.00%+56,912+1,998.3%Added
Atom Investors LP60,707$689.6K0.07%+60,707New
Rhumbline Advisers73,643$836.6K0.00%+12,479+20.4%Added
UBS Asset Management Americas Inc82,365$935.7K0.00%+82,365New
UBS Group AG91,057$1.03M0.00%+36,838+67.9%Added
Verition Fund Management LLC99,028$1.12M0.01%+81,767+473.7%Added
Jane Street Group, LLC99,485$1.13M0.00%−217,572−68.6%Reduced
Swiss National Bank101,000$1.15M0.00%+101,000New
Manufacturers Life Insurance Company, The117,026$1.33M0.00%+10,854+10.2%Added
Gsa Capital Partners LLP120,033$1.36M0.10%+120,033New
Churchill Management Corp129,315$1.47M0.02%+129,315New
Seven Grand Managers, LLC150,000$1.70M0.77%00.0%Unchanged
ClariVest Asset Management LLC151,857$1.73M0.18%+151,857New
State of Wisconsin Investment Board153,424$1.74M0.00%+153,424New
Bank of New York Mellon Corp156,911$1.78M0.00%+21,760+16.1%Added
Boothbay Fund Management, LLC163,593$1.86M0.06%+24,241+17.4%Added
Renaissance Technologies LLC175,500$1.99M0.00%+19,200+12.3%Added
Ghisallo Capital Management LLC193,542$2.20M0.19%−286,020−59.6%Reduced
TD Asset Management Inc203,142$2.31M0.00%+203,142New
Alyeska Investment Group, L.P.307,633$3.49M0.02%−900,000−74.5%Reduced
Barclays PLC322,092$3.66M0.00%+30,733+10.5%Added
Arrowstreet Capital, Limited Partnership329,003$3.74M0.00%+329,003New
Balyasny Asset Management LLC376,471$4.28M0.01%−68,085−15.3%Reduced
Charles Schwab Investment Management Inc434,009$4.93M0.00%+6,311+1.5%Added
Northern Trust Corp441,131$5.01M0.00%+6,325+1.5%Added
Blackstone Group Inc.500,000$5.68M0.03%00.0%Unchanged
Kodai Capital Management LP530,602$6.03M0.11%+261,677+97.3%Added
Millennium Management LLC590,474$6.71M0.01%−115,258−16.3%Reduced
Goldman Sachs Group Inc652,217$7.41M0.00%+652,217New
HBK Investments L P700,000$7.95M0.19%−200,000−22.2%Reduced
Eagle Asset Management Inc809,088$8.87M0.05%−33,468−4.0%Reduced
Unisphere Establishment900,000$10.2M0.10%−289,553−24.3%Reduced
Morgan Stanley1,070,814$12.2M0.00%+709,922+196.7%Added
Bank of America Corp1,121,826$12.7M0.00%+599,158+114.6%Added
Nuveen Asset Management, LLC1,124,291$12.8M0.00%+436,766+63.5%Added
State Street Corp1,154,164$13.1M0.00%+300,439+35.2%Added
Magnetar Financial LLC1,188,302$13.5M0.28%+379,149+46.9%Added
Citadel Advisors LLC1,215,407$13.8M0.01%−1,777,547−59.4%Reduced
Geode Capital Management, LLC1,296,464$14.7M0.00%+36,020+2.9%Added
Price T Rowe Associates Inc1,512,181$17.2M0.00%+16,457+1.1%Added
Silvercrest Asset Management Group LLC1,668,483$19.0M0.13%+364,041+27.9%Added
Adage Capital Partners GP, L.L.C.1,685,865$19.2M0.04%00.0%Unchanged
Teacher Retirement System of Texas1,834,565$20.8M0.12%−415,435−18.5%Reduced
J. Goldman & Co LP3,248,073$36.9M1.37%+1,120,055+52.6%Added
Healthcare of Ontario Pension Plan Trust Fund3,250,000$36.9M0.11%00.0%Unchanged
BlackRock Inc.4,206,074$47.8M0.00%+336,656+8.7%Added
Invesco Ltd.4,490,130$51.0M0.01%+116,034+2.7%Added
Vanguard Group Inc5,046,321$57.3M0.00%+19,845+0.4%Added
Norges Bank5,165,027$58.7M0.01%−564,118−9.8%Reduced
Alliancebernstein L.P.5,778,781$65.6M0.02%+194,891+3.5%Added
8 Knots Management, LLC8,212,130$93.3M9.01%00.0%Unchanged
FMR LLC15,504,605$176.1M0.01%+4,208,404+37.3%Added
Walgreens Boots Alliance, Inc.34,859,994$396.0M6.71%00.0%Unchanged
Kohlberg Kravis Roberts & Co. L.P.81,339,986$924.0M27.72%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−1,101,554−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−949,100−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−894,389−100.0%Sold out
Alberta Investment Management Corp0$00.00%−375,000−100.0%Sold out