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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 29,262 | $529.4K | 0.01% | +8,325+39.8% | Added |
| Neo Ivy Capital Management | 28,868 | $522.2K | 0.17% | +28,868 | New |
| Corebridge Financial, Inc. | 26,834 | $485.4K | 0.00% | +62+0.2% | Added |
| LMR Partners LLP | 26,752 | $483.9K | 0.01% | +26,752 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,081 | $471.8K | 0.00% | +3,400+15.0% | Added |
| Janus Henderson Group PLC | 26,100 | $470.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,941 | $415.0K | 0.06% | +3,062+15.4% | Added |
| Farallon Capital Management, L.L.C. | 22,000 | $398.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,453 | $315.7K | 0.00% | +46+0.3% | Added |
| AQR Capital Management LLC | 15,259 | $276.0K | 0.00% | +15,259 | New |
| Teacher Retirement System of Texas | 14,650 | $265.0K | 0.00% | +932+6.8% | Added |
| Envestnet Asset Management Inc | 14,563 | $263.4K | 0.00% | +3,517+31.8% | Added |
| Verition Fund Management LLC | 14,118 | $255.4K | 0.00% | −61,057−81.2% | Reduced |
| Gsa Capital Partners LLP | 13,612 | $246.0K | 0.02% | +13,612 | New |
| Numerai GP LLC | 13,356 | $241.6K | 0.05% | −1,459−9.8% | Reduced |
| Pictet Asset Management Holding SA | 12,586 | $227.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 12,500 | $226.1K | 0.00% | −700−5.3% | Reduced |
| CIBC World Markets Corp | 12,154 | $219.9K | 0.00% | +12,154 | New |
| KLP Kapitalforvaltning AS | 12,100 | $218.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,858 | $214.5K | 0.00% | −3,307−21.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,266 | $203.8K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,177 | $202.2K | 0.00% | +11,177 | New |
| Highland Capital Management, LLC | 10,024 | $181.3K | 0.01% | +10,024 | New |
| Simplex Trading, LLC | 8,508 | $153.0K | 0.01% | +8,074+1,860.4% | Added |
| IFP Advisors, Inc | 8,213 | $148.6K | 0.00% | +8,210+273,666.7% | Added |
| Ameritas Investment Partners, Inc. | 5,379 | $97.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,915 | $88.9K | 0.04% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,232 | $76.6K | 0.02% | +4,232 | New |
| Royal Bank of Canada | 2,900 | $52.0K | 0.00% | −36,412−92.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,652 | $51.1K | 0.01% | +2,505+1,704.1% | Added |
| Amalgamated Bank | 1,869 | $34.0K | 0.00% | +6+0.3% | Added |
| Group One Trading, L.P. | 1,816 | $32.9K | 0.00% | +1,816 | New |
| Tower Research Capital LLC (TRC) | 1,585 | $28.7K | 0.00% | +513+47.9% | Added |
| Jones Financial Companies LLLP | 823 | $14.8K | 0.00% | −1,328−61.7% | Reduced |
| GAMMA Investing LLC | 800 | $14.5K | 0.00% | +249+45.2% | Added |
| Quarry LP | 739 | $13.4K | 0.00% | −943−56.1% | Reduced |
| Matrix Trust Co | 695 | $13.0K | 0.00% | +695 | New |
| CWM, LLC | 561 | $10.0K | 0.00% | +84+17.6% | Added |
| The PNC Financial Services Group, Inc. | 500 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 356 | $6.44K | 0.00% | +110+44.7% | Added |
| Lindbrook Capital, LLC | 296 | $5.36K | 0.00% | +8+2.8% | Added |
| Optiver Holding B.V. | 293 | $5.30K | 0.00% | +293 | New |
| J.Safra Asset Management Corp | 246 | $4.45K | 0.00% | +207+530.8% | Added |
| Public Employees Retirement System of Ohio | 229 | $4.14K | 0.00% | +229 | New |
| Huntington National Bank | 218 | $3.94K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 204 | $3.69K | 0.00% | +37+22.2% | Added |
| Nisa Investment Advisors, LLC | 187 | $3.38K | 0.00% | −47−20.1% | Reduced |
| Covestor Ltd | 167 | $3.00K | 0.00% | +72+75.8% | Added |
| Private Wealth Management Group, LLC | 112 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $1.90K | 0.00% | +15+16.7% | Added |
| Wolff Wiese Magana LLC | 85 | $1.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $995 | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 44 | $796 | 0.00% | +44 | New |
| South State Corp. | 42 | $760 | 0.00% | +42 | New |
| Russell Investments Group, Ltd. | 40 | $724 | 0.00% | −185,339−100.0% | Reduced |
| Parkside Financial Bank & Trust | 30 | $543 | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 26 | $470 | 0.00% | +26 | New |
| Stephens Consulting, LLC | 20 | $362 | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 19 | $344 | 0.00% | +4+26.7% | Added |
| Parallel Advisors, LLC | 19 | $344 | 0.00% | +14+280.0% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $253 | 0.00% | −2,125−99.3% | Reduced |
| Signaturefd, LLC | 14 | $253 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $218 | 0.00% | +12 | New |
| Unisphere Establishment | 0 | $0 | 0.00% | −322,500−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −246,595−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −155,417−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −57,782−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −55,424−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −23,982−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,214−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −18,964−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |