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; 424 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, Q3 2024
Institutional positions in BrightSpring Health Services, Inc. as of Sep 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
- 129
- +35 vs. Q2 2024
- Shares held
- 196.9M
- +5.18M (+2.7%) vs. Q2 2024
- Total value
- $2.89B
- +$715.7M (+32.9%) vs. Q2 2024
- New holders
- 41
- 44 more added
- Sold out
- 6
- 28 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 424 | $14.4B |
| Q1 2026 | 338 | $8.90B |
| Q4 2025 | 286 | $7.90B |
| Q3 2025 | 228 | $6.14B |
| Q2 2025 | 201 | $4.79B |
| Q1 2025 | 163 | $3.54B |
| Q4 2024 | 137 | $3.35B |
| Q3 2024 | 129 | $2.89B |
| Q2 2024 | 96 | $2.23B |
| Q1 2024 | 86 | $2.12B |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 10,802 | $158.6K | 0.00% | +10,802 | New |
| STRS Ohio | 10,700 | $157.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,185 | $149.5K | 0.00% | +10,185 | New |
| Ameritas Investment Partners, Inc. | 5,379 | $79.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,915 | $73.5K | 0.03% | +4,915 | New |
| Sandia Investment Management LP | 5,000 | $73.4K | 0.12% | −14,293−74.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,721 | $69.3K | 0.01% | +4,721 | New |
| Aster Capital Management (DIFC) Ltd | 2,475 | $36.3K | 0.01% | +2,475 | New |
| Jones Financial Companies LLLP | 2,151 | $32.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,112 | $31.0K | 0.00% | −4,531−68.2% | Reduced |
| Amalgamated Bank | 1,863 | $27.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,478 | $21.0K | 0.00% | +1,478 | New |
| The PNC Financial Services Group, Inc. | 500 | $7.34K | 0.00% | +422+541.0% | Added |
| GAMMA Investing LLC | 473 | $6.94K | 0.00% | +25+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 399 | $5.86K | 0.00% | +399 | New |
| CWM, LLC | 367 | $5.00K | 0.00% | +292+389.3% | Added |
| Venturi Wealth Management, LLC | 337 | $4.95K | 0.00% | +337 | New |
| Lindbrook Capital, LLC | 288 | $4.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 262 | $3.85K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 218 | $3.20K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 188 | $2.76K | 0.00% | +55+41.4% | Added |
| Comerica Bank | 167 | $2.45K | 0.00% | +45+36.9% | Added |
| Private Wealth Management Group, LLC | 112 | $1.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 85 | $1.25K | 0.00% | +85 | New |
| Rothschild Investment LLC | 80 | $1.17K | 0.00% | +50+166.7% | Added |
| Covestor Ltd | 89 | $1.00K | 0.00% | +36+67.9% | Added |
| Capital Performance Advisors LLP | 39 | $573 | 0.00% | +39 | New |
| Advisor Group Holdings, Inc. | 11 | $161 | 0.00% | +11 | New |
| Simplex Trading, LLC | 51 | $0 | 0.00% | +51 | New |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,834,565−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −530,602−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −193,542−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −60,707−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −24,028−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |