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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; 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.

Institutional holdersQ4 2024: 137 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: 424 institutions
Value heldQ4 2024: $3.35B
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 2026424$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, Q4 2024

Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q3 2024.

Institutions holding BTSG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
KLP Kapitalforvaltning AS12,100$206.1K0.00%+12,100New
Police & Firemen's Retirement System of New Jersey11,266$191.9K0.00%+11,266New
Envestnet Asset Management Inc11,046$188.1K0.00%+11,046New
Squarepoint Ops LLC10,784$183.7K0.00%−1,351−11.1%Reduced
Petrus Trust Company, LTA10,634$181.1K0.02%+10,634New
Ameritas Investment Partners, Inc.5,379$91.6K0.00%00.0%Unchanged
Gen-Wealth Partners Inc4,915$83.7K0.04%00.0%Unchanged
R Squared Ltd4,340$73.9K0.07%+4,340New
Jones Financial Companies LLLP2,151$36.6K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2,139$36.4K0.04%+2,139New
Amalgamated Bank1,863$32.0K0.00%00.0%Unchanged
Quarry LP1,682$28.6K0.01%+1,682New
Coppell Advisory Solutions LLC1,230$20.9K0.00%+1,230New
Tower Research Capital LLC (TRC)1,072$18.3K0.00%−1,040−49.2%Reduced
Elequin Capital LP710$12.1K0.00%+710New
GAMMA Investing LLC551$9.38K0.00%+78+16.5%Added
The PNC Financial Services Group, Inc.500$8.52K0.00%00.0%Unchanged
CWM, LLC477$8.00K0.00%+110+30.0%Added
Simplex Trading, LLC434$7.00K0.00%+383+751.0%Added
Venturi Wealth Management, LLC337$5.74K0.00%00.0%Unchanged
Lindbrook Capital, LLC288$4.91K0.00%00.0%Unchanged
Clearstead Advisors, LLC246$4.19K0.00%+246New
Nisa Investment Advisors, LLC234$3.98K0.00%+46+24.5%Added
Huntington National Bank218$3.71K0.00%00.0%Unchanged
Quadrant Capital Group LLC193$3.29K0.00%+193New
Comerica Bank167$2.84K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd147$2.50K0.00%−2,328−94.1%Reduced
Covestor Ltd95$2.00K0.00%+6+6.7%Added
Private Wealth Management Group, LLC112$1.91K0.00%00.0%Unchanged
Rothschild Investment LLC90$1.53K0.00%+10+12.5%Added
Wolff Wiese Magana LLC85$1.45K0.00%00.0%Unchanged
J.Safra Asset Management Corp39$6630.00%+39New
SBI Securities Co., Ltd.15$2550.00%+15New
Signaturefd, LLC14$2380.00%+14New
Advisor Group Holdings, Inc.11$1870.00%00.0%Unchanged
Parallel Advisors, LLC5$850.00%+5New
IFP Advisors, Inc3$510.00%−259−98.9%Reduced
Magnetar Financial LLC0$00.00%−663,432−100.0%Sold out
Kent Lake PR LLC0$00.00%−400,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−357,633−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−198,998−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−124,110−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−89,809−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−72,661−100.0%Sold out
Virtu Financial LLC0$00.00%−35,586−100.0%Sold out
LMR Partners LLP0$00.00%−33,563−100.0%Sold out
Versor Investments LP0$00.00%−31,564−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−31,487−100.0%Sold out
Engineers Gate Manager LP0$00.00%−23,226−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−18,041−100.0%Sold out
nVerses Capital, LLC0$00.00%−14,200−100.0%Sold out
Axq Capital, LP0$00.00%−12,035−100.0%Sold out
Sandia Investment Management LP0$00.00%−5,000−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−4,721−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,478−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−399−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−39−100.0%Sold out
Eagle Asset Management Inc––––Not filed
ClariVest Asset Management LLC––––Not filed
Raymond James & Associates––––Not filed