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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; 423 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, Q2 2025

Institutional positions in BrightSpring Health Services, Inc. as of Jun 30, 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
201
+39 vs. Q1 2025
Shares held
203.2M
+7.24M (+3.7%) vs. Q1 2025
Total value
$4.79B
+$1.25B (+35.2%) vs. Q1 2025
New holders
66
89 more added
Sold out
27
33 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 201 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: 423 institutions
Value heldQ2 2025: $4.79B
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 2026423$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, Q2 2025

Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q1 2025.

Institutions holding BTSG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Total Investment Management Inc1$240.00%+1New
Allworth Financial LP3$710.00%+3New
Farther Finance Advisors, LLC6$1420.00%+6New
Signaturefd, LLC14$3300.00%00.0%Unchanged
Kilter Group LLC19$4490.00%+19New
C M Bidwell & Associates Ltd21$4950.00%+21New
Parkside Financial Bank & Trust30$7080.00%00.0%Unchanged
Global Retirement Partners, LLC35$8260.00%+35New
South State Corp.42$9910.00%00.0%Unchanged
Sierra Ocean, LLC44$1.04K0.00%+44New
SBI Securities Co., Ltd.45$1.06K0.00%+26+136.8%Added
Wolff Wiese Magana LLC85$2.01K0.00%00.0%Unchanged
Private Wealth Management Group, LLC112$2.64K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.139$3.28K0.00%+139New
Rothschild Investment LLC170$4.01K0.00%+65+61.9%Added
Huntington National Bank218$5.14K0.00%00.0%Unchanged
Clearstead Advisors, LLC356$8.40K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio409$9.65K0.00%+180+78.6%Added
Optiver Holding B.V.529$12.5K0.00%+236+80.5%Added
Russell Investments Group, Ltd.531$12.5K0.00%+491+1,227.5%Added
Matrix Trust Co690$16.0K0.00%−5−0.7%Reduced
J.Safra Asset Management Corp691$16.3K0.00%+445+180.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.710$17.0K0.00%+710New
CWM, LLC777$18.0K0.00%+216+38.5%Added
Jones Financial Companies LLLP823$19.4K0.00%00.0%Unchanged
Larson Financial Group LLC824$19.4K0.00%+824New
GAMMA Investing LLC904$21.3K0.00%+104+13.0%Added
Nisa Investment Advisors, LLC964$22.7K0.00%+777+415.5%Added
Group One Trading, L.P.1,140$26.9K0.00%−676−37.2%Reduced
IFP Advisors, Inc1,625$39.5K0.00%−6,588−80.2%Reduced
EverSource Wealth Advisors, LLC1,841$43.4K0.00%+1,841New
Amalgamated Bank1,869$44.0K0.00%00.0%Unchanged
Simplex Trading, LLC2,139$50.0K0.00%−6,369−74.9%Reduced
Quarry LP2,870$67.7K0.02%+2,131+288.4%Added
Gen-Wealth Partners Inc4,915$115.9K0.04%00.0%Unchanged
Sandia Investment Management LP5,000$118.0K0.30%+5,000New
Penserra Capital Management LLC5,922$139.0K0.00%+5,922New
Covestor Ltd7,349$173.0K0.10%+7,182+4,300.6%Added
The PNC Financial Services Group, Inc.8,161$192.5K0.00%+7,661+1,532.2%Added
Ameritas Investment Partners, Inc.8,559$201.9K0.01%+3,180+59.1%Added
Miracle Mile Advisors, LLC9,252$218.3K0.00%+9,252New
EntryPoint Capital, LLC9,668$228.1K0.11%+9,668New
Atria Investments LLC9,756$230.1K0.00%+9,756New
Aster Capital Management (DIFC) Ltd9,791$231.0K0.05%+7,139+269.2%Added
Readystate Asset Management LP10,052$237.1K0.01%+10,052New
Highland Capital Management, LLC10,121$238.8K0.01%+97+1.0%Added
CIBC World Markets Corp10,413$245.6K0.00%−1,741−14.3%Reduced
Petrus Trust Company, LTA10,709$252.6K0.03%+10,709New
Jump Financial, LLC10,900$257.1K0.00%+10,900New
Brevan Howard Capital Management LP12,514$295.2K0.00%+12,514New
Pictet Asset Management Holding SA12,586$296.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)12,771$301.3K0.01%+11,186+705.7%Added
Prudential Financial Inc14,860$313.5K0.00%+14,860New
Mach-1 Financial Group, Inc.14,348$338.5K0.10%+14,348New
KLP Kapitalforvaltning AS14,500$342.1K0.00%+2,400+19.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,775$348.5K0.00%−11,306−43.3%Reduced
Measured Wealth Private Client Group, LLC14,871$350.8K0.10%+14,871New
R Squared Ltd15,440$364.2K0.20%+15,440New
LPL Financial LLC16,373$386.2K0.00%+16,373New
Cannon Global Investment Management, LLC16,500$389.2K1.06%+16,500New
Oxford Asset Management LLP17,216$406.1K0.13%+17,216New
Virginia Retirement Systems Et Al17,300$408.1K0.00%+17,300New
ProShare Advisors LLC17,330$408.8K0.00%+5,472+46.1%Added
State of Wyoming17,368$409.7K0.05%−5,573−24.3%Reduced
Police & Firemen's Retirement System of New Jersey19,211$453.2K0.00%+7,945+70.5%Added
Caxton Associates LLP19,531$460.7K0.01%+19,531New
STRS Ohio19,800$467.1K0.00%+7,300+58.4%Added
Envestnet Asset Management Inc20,226$477.1K0.00%+5,663+38.9%Added
Arizona State Retirement System20,422$481.8K0.00%+2,969+17.0%Added
Axq Capital, LP21,139$498.7K0.16%+21,139New
FORA Capital, LLC21,992$518.8K0.06%+21,992New
Farallon Capital Management, L.L.C.22,000$519.0K0.00%00.0%Unchanged
AQR Capital Management LLC22,313$526.4K0.00%+7,054+46.2%Added
Entropy Technologies, LP23,066$544.1K0.04%+23,066New
Jefferies Financial Group Inc.23,147$546.0K0.01%−13,323−36.5%Reduced
Algert Global LLC24,630$581.0K0.01%+24,630New
New York State Common Retirement Fund26,755$631.1K0.00%−11,163−29.4%Reduced
Freestone Grove Partners LP27,567$650.3K0.00%+27,567New
O'Neil Global Advisors, Inc.30,533$720.0K0.17%+30,533New
Cinctive Capital Management LP30,979$730.8K0.04%+30,979New
Dark Forest Capital Management LP31,873$751.9K0.03%−114,219−78.2%Reduced
Allspring Global Investments Holdings, LLC32,061$756.3K0.00%+32,061New
Teacher Retirement System of Texas32,915$776.5K0.00%+18,265+124.7%Added
Janus Henderson Group PLC35,025$826.6K0.00%+8,925+34.2%Added
Franklin Resources Inc36,467$860.3K0.00%+1,926+5.6%Added
Sciencast Management LP36,508$861.2K0.18%+36,508New
GWM Advisors LLC37,094$875.0K0.00%+37,094New
Virtue Capital Management, LLC37,418$882.7K0.16%+37,418New
Los Angeles Capital Management LLC37,817$892.1K0.00%+6,571+21.0%Added
Hussman Strategic Advisors, Inc.42,000$990.8K0.23%−63,000−60.0%Reduced
State of Wisconsin Investment Board43,478$1.03M0.00%−42,382−49.4%Reduced
Intech Investment Management LLC44,659$1.05M0.01%+15,397+52.6%Added
Mirae Asset Global ETFs Holdings Ltd.46,317$1.09M0.00%+13,888+42.8%Added
Comerica Bank48,214$1.14M0.00%+48,010+23,534.3%Added
Maven Securities LTD50,000$1.18M0.31%+50,000New
MetLife Investment Management50,750$1.20M0.01%+17,949+54.7%Added
Smith Group Asset Management, LLC51,150$1.21M0.08%+51,150New
Roberts Foundation51,364$1.21M3.47%+51,364New
Walleye Capital LLC54,545$1.29M0.01%+54,545New
Hudson Bay Capital Management LP55,000$1.30M0.01%+55,000New