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, Q1 2025
Institutional positions in BrightSpring Health Services, Inc. as of Mar 31, 2025. 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
- 163
- +27 vs. Q4 2024
- Shares held
- 195.9M
- +690.6K (+0.4%) vs. Q4 2024
- Total value
- $3.54B
- +$218.3M (+6.6%) vs. Q4 2024
- New holders
- 46
- 60 more added
- Sold out
- 19
- 42 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 12 | $218 | 0.00% | +12 | New |
| Caitong International Asset Management Co., Ltd | 14 | $253 | 0.00% | −2,125−99.3% | Reduced |
| Signaturefd, LLC | 14 | $253 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $344 | 0.00% | +4+26.7% | Added |
| Parallel Advisors, LLC | 19 | $344 | 0.00% | +14+280.0% | Added |
| Stephens Consulting, LLC | 20 | $362 | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 26 | $470 | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 30 | $543 | 0.00% | +30 | New |
| Russell Investments Group, Ltd. | 40 | $724 | 0.00% | −185,339−100.0% | Reduced |
| South State Corp. | 42 | $760 | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 44 | $796 | 0.00% | +44 | New |
| UMA Financial Services, Inc. | 55 | $995 | 0.00% | +55 | New |
| Wolff Wiese Magana LLC | 85 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $1.90K | 0.00% | +15+16.7% | Added |
| Private Wealth Management Group, LLC | 112 | $2.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $3.00K | 0.00% | +72+75.8% | Added |
| Nisa Investment Advisors, LLC | 187 | $3.38K | 0.00% | −47−20.1% | Reduced |
| Comerica Bank | 204 | $3.69K | 0.00% | +37+22.2% | Added |
| Huntington National Bank | 218 | $3.94K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 229 | $4.14K | 0.00% | +229 | New |
| J.Safra Asset Management Corp | 246 | $4.45K | 0.00% | +207+530.8% | Added |
| Optiver Holding B.V. | 293 | $5.30K | 0.00% | +293 | New |
| Lindbrook Capital, LLC | 296 | $5.36K | 0.00% | +8+2.8% | Added |
| Clearstead Advisors, LLC | 356 | $6.44K | 0.00% | +110+44.7% | Added |
| The PNC Financial Services Group, Inc. | 500 | $9.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 561 | $10.0K | 0.00% | +84+17.6% | Added |
| Matrix Trust Co | 695 | $13.0K | 0.00% | +695 | New |
| Quarry LP | 739 | $13.4K | 0.00% | −943−56.1% | Reduced |
| GAMMA Investing LLC | 800 | $14.5K | 0.00% | +249+45.2% | Added |
| Jones Financial Companies LLLP | 823 | $14.8K | 0.00% | −1,328−61.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,585 | $28.7K | 0.00% | +513+47.9% | Added |
| Group One Trading, L.P. | 1,816 | $32.9K | 0.00% | +1,816 | New |
| Amalgamated Bank | 1,869 | $34.0K | 0.00% | +6+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 2,652 | $51.1K | 0.01% | +2,505+1,704.1% | Added |
| Royal Bank of Canada | 2,900 | $52.0K | 0.00% | −36,412−92.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,232 | $76.6K | 0.02% | +4,232 | New |
| Gen-Wealth Partners Inc | 4,915 | $88.9K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,379 | $97.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,213 | $148.6K | 0.00% | +8,210+273,666.7% | Added |
| Simplex Trading, LLC | 8,508 | $153.0K | 0.01% | +8,074+1,860.4% | Added |
| Highland Capital Management, LLC | 10,024 | $181.3K | 0.01% | +10,024 | New |
| Dimensional Fund Advisors LP | 11,177 | $202.2K | 0.00% | +11,177 | New |
| Police & Firemen's Retirement System of New Jersey | 11,266 | $203.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,858 | $214.5K | 0.00% | −3,307−21.8% | Reduced |
| KLP Kapitalforvaltning AS | 12,100 | $218.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 12,154 | $219.9K | 0.00% | +12,154 | New |
| STRS Ohio | 12,500 | $226.1K | 0.00% | −700−5.3% | Reduced |
| Pictet Asset Management Holding SA | 12,586 | $227.7K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 13,356 | $241.6K | 0.05% | −1,459−9.8% | Reduced |
| Gsa Capital Partners LLP | 13,612 | $246.0K | 0.02% | +13,612 | New |
| Verition Fund Management LLC | 14,118 | $255.4K | 0.00% | −61,057−81.2% | Reduced |
| Envestnet Asset Management Inc | 14,563 | $263.4K | 0.00% | +3,517+31.8% | Added |
| Teacher Retirement System of Texas | 14,650 | $265.0K | 0.00% | +932+6.8% | Added |
| AQR Capital Management LLC | 15,259 | $276.0K | 0.00% | +15,259 | New |
| Arizona State Retirement System | 17,453 | $315.7K | 0.00% | +46+0.3% | Added |
| Farallon Capital Management, L.L.C. | 22,000 | $398.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,941 | $415.0K | 0.06% | +3,062+15.4% | Added |
| Janus Henderson Group PLC | 26,100 | $470.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,081 | $471.8K | 0.00% | +3,400+15.0% | Added |
| LMR Partners LLP | 26,752 | $483.9K | 0.01% | +26,752 | New |
| Corebridge Financial, Inc. | 26,834 | $485.4K | 0.00% | +62+0.2% | Added |
| Neo Ivy Capital Management | 28,868 | $522.2K | 0.17% | +28,868 | New |
| Intech Investment Management LLC | 29,262 | $529.4K | 0.01% | +8,325+39.8% | Added |
| Assenagon Asset Management S.A. | 30,988 | $560.6K | 0.00% | +30,988 | New |
| SEI Investments Co | 31,170 | $563.9K | 0.00% | +31,170 | New |
| Los Angeles Capital Management LLC | 31,246 | $565.2K | 0.00% | +31,246 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,429 | $586.6K | 0.00% | +1,780+5.8% | Added |
| MetLife Investment Management | 32,801 | $593.4K | 0.00% | −316−1.0% | Reduced |
| Franklin Resources Inc | 34,541 | $624.8K | 0.00% | +34,541 | New |
| Fox Run Management, L.L.C. | 36,267 | $656.1K | 0.10% | +36,267 | New |
| Jefferies Financial Group Inc. | 36,470 | $659.7K | 0.01% | +13,545+59.1% | Added |
| New York State Common Retirement Fund | 37,918 | $685.9K | 0.00% | +21,563+131.8% | Added |
| SG Americas Securities, LLC | 41,698 | $754.0K | 0.00% | +4,698+12.7% | Added |
| Deutsche Bank AG | 43,010 | $778.1K | 0.00% | −14,703−25.5% | Reduced |
| Occudo Quantitative Strategies LP | 44,735 | $806.6K | 0.11% | −9,169−17.0% | Reduced |
| Royce & Associates LP | 48,013 | $868.6K | 0.01% | +48,013 | New |
| Quantbot Technologies LP | 48,794 | $882.7K | 0.03% | −33,575−40.8% | Reduced |
| Balyasny Asset Management LLC | 49,290 | $891.7K | 0.00% | +49,290 | New |
| California State Teachers Retirement System | 55,687 | $1.01M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 60,984 | $1.10M | 0.02% | +60,984 | New |
| Wells Fargo & Company | 64,098 | $1.16M | 0.00% | +943+1.5% | Added |
| Legal & General Group Plc | 64,441 | $1.17M | 0.00% | −190−0.3% | Reduced |
| Susquehanna International Group, LLP | 64,818 | $1.17M | 0.00% | +30,437+88.5% | Added |
| Legato Capital Management LLC | 66,130 | $1.20M | 0.16% | −780−1.2% | Reduced |
| Sterling Capital Management LLC | 68,383 | $1.24M | 0.02% | −19,526−22.2% | Reduced |
| Blackstone Group Inc. | 75,000 | $1.36M | 0.01% | +75,000 | New |
| ExodusPoint Capital Management, LP | 75,607 | $1.37M | 0.02% | +75,607 | New |
| Barclays PLC | 76,000 | $1.37M | 0.00% | −45,251−37.3% | Reduced |
| Rhumbline Advisers | 77,100 | $1.39M | 0.00% | +3,517+4.8% | Added |
| L & S Advisors Inc | 82,059 | $1.48M | 0.18% | −1,693−2.0% | Reduced |
| State of Wisconsin Investment Board | 85,860 | $1.55M | 0.00% | +44,084+105.5% | Added |
| Persistent Asset Partners Ltd | 87,872 | $1.59M | 1.40% | −83,192−48.6% | Reduced |
| Centiva Capital, LP | 90,000 | $1.63M | 0.09% | +90,000 | New |
| American Century Companies Inc | 92,449 | $1.67M | 0.00% | −444−0.5% | Reduced |
| First Trust Advisors LP | 97,588 | $1.77M | 0.00% | +39,616+68.3% | Added |
| Longaeva Partners L.P. | 99,973 | $1.81M | 1.02% | +99,973 | New |
| Hussman Strategic Advisors, Inc. | 105,000 | $1.90M | 0.46% | +105,000 | New |
| Swiss National Bank | 118,100 | $2.14M | 0.00% | +1,000+0.9% | Added |
| Churchill Management Corp | 118,247 | $2.14M | 0.03% | −3,720−3.1% | Reduced |
| Atom Investors LP | 123,607 | $2.24M | 0.28% | +67,390+119.9% | Added |