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, Q4 2024
Institutional positions in BrightSpring Health Services, Inc. as of Dec 31, 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
- 137
- +11 vs. Q3 2024
- Shares held
- 196.9M
- +894.1K (+0.5%) vs. Q3 2024
- Total value
- $3.35B
- +$476.9M (+16.6%) vs. Q3 2024
- New holders
- 31
- 55 more added
- Sold out
- 20
- 31 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3 | $51 | 0.00% | −259−98.9% | Reduced |
| Parallel Advisors, LLC | 5 | $85 | 0.00% | +5 | New |
| Advisor Group Holdings, Inc. | 11 | $187 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14 | $238 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 15 | $255 | 0.00% | +15 | New |
| J.Safra Asset Management Corp | 39 | $663 | 0.00% | +39 | New |
| Wolff Wiese Magana LLC | 85 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $1.53K | 0.00% | +10+12.5% | Added |
| Private Wealth Management Group, LLC | 112 | $1.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $2.00K | 0.00% | +6+6.7% | Added |
| Aster Capital Management (DIFC) Ltd | 147 | $2.50K | 0.00% | −2,328−94.1% | Reduced |
| Comerica Bank | 167 | $2.84K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 193 | $3.29K | 0.00% | +193 | New |
| Huntington National Bank | 218 | $3.71K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 234 | $3.98K | 0.00% | +46+24.5% | Added |
| Clearstead Advisors, LLC | 246 | $4.19K | 0.00% | +246 | New |
| Lindbrook Capital, LLC | 288 | $4.91K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 337 | $5.74K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 434 | $7.00K | 0.00% | +383+751.0% | Added |
| CWM, LLC | 477 | $8.00K | 0.00% | +110+30.0% | Added |
| The PNC Financial Services Group, Inc. | 500 | $8.52K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 551 | $9.38K | 0.00% | +78+16.5% | Added |
| Elequin Capital LP | 710 | $12.1K | 0.00% | +710 | New |
| Tower Research Capital LLC (TRC) | 1,072 | $18.3K | 0.00% | −1,040−49.2% | Reduced |
| Coppell Advisory Solutions LLC | 1,230 | $20.9K | 0.00% | +1,230 | New |
| Quarry LP | 1,682 | $28.6K | 0.01% | +1,682 | New |
| Amalgamated Bank | 1,863 | $32.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,139 | $36.4K | 0.04% | +2,139 | New |
| Jones Financial Companies LLLP | 2,151 | $36.6K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 4,340 | $73.9K | 0.07% | +4,340 | New |
| Gen-Wealth Partners Inc | 4,915 | $83.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,379 | $91.6K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,634 | $181.1K | 0.02% | +10,634 | New |
| Squarepoint Ops LLC | 10,784 | $183.7K | 0.00% | −1,351−11.1% | Reduced |
| Envestnet Asset Management Inc | 11,046 | $188.1K | 0.00% | +11,046 | New |
| Police & Firemen's Retirement System of New Jersey | 11,266 | $191.9K | 0.00% | +11,266 | New |
| KLP Kapitalforvaltning AS | 12,100 | $206.1K | 0.00% | +12,100 | New |
| Pictet Asset Management Holding SA | 12,586 | $214.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 13,200 | $224.8K | 0.00% | +2,500+23.4% | Added |
| Teacher Retirement System of Texas | 13,718 | $234.0K | 0.00% | +13,718 | New |
| Numerai GP LLC | 14,815 | $252.3K | 0.07% | +14,815 | New |
| ProShare Advisors LLC | 15,165 | $258.3K | 0.00% | +4,980+48.9% | Added |
| New York State Common Retirement Fund | 16,355 | $278.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,407 | $296.4K | 0.00% | +142+0.8% | Added |
| Corton Capital Inc. | 18,964 | $323.0K | 0.19% | +18,964 | New |
| State of Wyoming | 19,879 | $338.5K | 0.04% | −1,749−8.1% | Reduced |
| Intech Investment Management LLC | 20,937 | $356.6K | 0.00% | +10,135+93.8% | Added |
| Farallon Capital Management, L.L.C. | 22,000 | $374.7K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 22,000 | $375.1K | 0.01% | +22,000 | New |
| Miracle Mile Advisors, LLC | 22,500 | $383.2K | 0.01% | −1,000−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,681 | $386.3K | 0.00% | +11,606+104.8% | Added |
| Jefferies Financial Group Inc. | 22,925 | $390.4K | 0.00% | +22,925 | New |
| XTX Topco Ltd | 23,214 | $395.3K | 0.03% | +23,214 | New |
| Alpha DNA Investment Management LLC | 23,982 | $408.4K | 0.22% | +23,982 | New |
| Janus Henderson Group PLC | 26,100 | $445.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 26,772 | $455.9K | 0.00% | −2,021−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,649 | $522.0K | 0.00% | +1,032+3.5% | Added |
| MetLife Investment Management | 33,117 | $564.0K | 0.00% | +1,548+4.9% | Added |
| Susquehanna International Group, LLP | 34,381 | $585.5K | 0.00% | +34,381 | New |
| SG Americas Securities, LLC | 37,000 | $630.0K | 0.00% | +12,486+50.9% | Added |
| Royal Bank of Canada | 39,312 | $670.0K | 0.00% | −13,785−26.0% | Reduced |
| State of Wisconsin Investment Board | 41,776 | $711.4K | 0.00% | −944−2.2% | Reduced |
| JPMorgan Chase & Co | 44,365 | $755.5K | 0.00% | −119,253−72.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,400 | $756.1K | 0.00% | +10,327+30.3% | Added |
| Citigroup Inc | 46,515 | $792.1K | 0.00% | +7,668+19.7% | Added |
| Occudo Quantitative Strategies LP | 53,904 | $918.0K | 0.17% | +33,863+169.0% | Added |
| Jump Financial, LLC | 55,424 | $943.9K | 0.02% | +30,984+126.8% | Added |
| California State Teachers Retirement System | 55,687 | $948.4K | 0.00% | −555−1.0% | Reduced |
| Atom Investors LP | 56,217 | $957.4K | 0.12% | +56,217 | New |
| Deutsche Bank AG | 57,713 | $982.9K | 0.00% | +25,810+80.9% | Added |
| HRT Financial LP | 57,782 | $984.0K | 0.01% | +36,046+165.8% | Added |
| First Trust Advisors LP | 57,972 | $987.3K | 0.00% | +57,972 | New |
| Wells Fargo & Company | 63,155 | $1.08M | 0.00% | +17,617+38.7% | Added |
| Legal & General Group Plc | 64,631 | $1.10M | 0.00% | +8,523+15.2% | Added |
| Legato Capital Management LLC | 66,910 | $1.14M | 0.15% | +19,120+40.0% | Added |
| Rhumbline Advisers | 73,583 | $1.25M | 0.00% | +1,118+1.5% | Added |
| Verition Fund Management LLC | 75,175 | $1.28M | 0.01% | −57,743−43.4% | Reduced |
| Quantbot Technologies LP | 82,369 | $1.40M | 0.05% | +44,937+120.0% | Added |
| L & S Advisors Inc | 83,752 | $1.43M | 0.16% | −1,193−1.4% | Reduced |
| Sterling Capital Management LLC | 87,909 | $1.50M | 0.02% | −22,899−20.7% | Reduced |
| American Century Companies Inc | 92,893 | $1.58M | 0.00% | +7,505+8.8% | Added |
| Swiss National Bank | 117,100 | $1.99M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 121,251 | $2.06M | 0.00% | −272,474−69.2% | Reduced |
| Churchill Management Corp | 121,967 | $2.08M | 0.02% | −2,764−2.2% | Reduced |
| UBS Asset Management Americas Inc | 132,694 | $2.26M | 0.00% | +67,634+104.0% | Added |
| D. E. Shaw & Co., Inc. | 137,202 | $2.34M | 0.00% | +137,202 | New |
| Two Sigma Advisers, LP | 143,100 | $2.44M | 0.01% | +15,300+12.0% | Added |
| Seven Grand Managers, LLC | 150,000 | $2.55M | 1.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 155,417 | $2.65M | 0.03% | −11,695−7.0% | Reduced |
| Bank of New York Mellon Corp | 157,213 | $2.68M | 0.00% | +34,907+28.5% | Added |
| Bellevue Group AG | 174,152 | $2.97M | 0.06% | +174,152 | New |
| Voya Investment Management LLC | 183,277 | $3.12M | 0.00% | +165,515+931.8% | Added |
| Russell Investments Group, Ltd. | 185,379 | $3.16M | 0.00% | −22,178−10.7% | Reduced |
| Manufacturers Life Insurance Company, The | 211,361 | $3.60M | 0.00% | +15,154+7.7% | Added |
| Persistent Asset Partners Ltd | 171,064 | $4.04M | 3.46% | +171,064 | New |
| Woodline Partners LP | 246,595 | $4.20M | 0.03% | −1,439,055−85.4% | Reduced |
| Jane Street Group, LLC | 254,863 | $4.34M | 0.01% | +166,620+188.8% | Added |
| BNP Paribas Arbitrage, SA | 275,983 | $4.70M | 0.00% | +254,654+1,193.9% | Added |
| Point72 (DIFC) Ltd | 276,211 | $4.70M | 0.42% | +276,211 | New |
| Two Sigma Investments, LP | 317,370 | $5.40M | 0.01% | −29,148−8.4% | Reduced |