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, Q3 2025
Institutional positions in BrightSpring Health Services, Inc. as of Sep 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
- 228
- +30 vs. Q2 2025
- Shares held
- 207.7M
- +4.72M (+2.3%) vs. Q2 2025
- Total value
- $6.14B
- +$1.35B (+28.2%) vs. Q2 2025
- New holders
- 64
- 88 more added
- Sold out
- 34
- 65 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| True Wealth Design, LLC | 1 | $30 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 2 | $56 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 5 | $148 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $178 | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $207 | 0.00% | −817−99.2% | Reduced |
| SJS Investment Consulting Inc. | 7 | $207 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $285 | 0.00% | +12 | New |
| Wealthspire Advisors, LLC | 19 | $562 | 0.00% | +19 | New |
| Essential Partners LLC | 22 | $650 | 0.00% | +22 | New |
| Allworth Financial LP | 23 | $680 | 0.00% | +20+666.7% | Added |
| JFS Wealth Advisors, LLC | 23 | $680 | 0.00% | +23 | New |
| C M Bidwell & Associates Ltd | 25 | $739 | 0.00% | +4+19.0% | Added |
| Fortitude Family Office, LLC | 25 | $739 | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 30 | $887 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37 | $947 | 0.00% | −102−73.4% | Reduced |
| Kilter Group LLC | 34 | $1.01K | 0.00% | +15+78.9% | Added |
| Global Retirement Partners, LLC | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $1.18K | 0.00% | +40 | New |
| South State Corp. | 42 | $1.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $1.27K | 0.00% | +29+207.1% | Added |
| Clearstead Advisors, LLC | 56 | $1.66K | 0.00% | −300−84.3% | Reduced |
| Hemington Wealth Management | 99 | $2.00K | 0.00% | +99 | New |
| SBI Securities Co., Ltd. | 76 | $2.25K | 0.00% | +31+68.9% | Added |
| Wolff Wiese Magana LLC | 85 | $2.51K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $2.96K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 112 | $3.31K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 187 | $5.53K | 0.00% | +187 | New |
| Huntington National Bank | 218 | $6.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 321 | $9.49K | 0.00% | −370−53.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 348 | $10.3K | 0.00% | +348 | New |
| Rothschild Investment LLC | 370 | $10.9K | 0.00% | +200+117.6% | Added |
| SRS Capital Advisors, Inc. | 406 | $12.0K | 0.00% | +406 | New |
| Harbor Capital Advisors, Inc. | 485 | $14.0K | 0.00% | +485 | New |
| Rockefeller Capital Management L.P. | 493 | $14.6K | 0.00% | +493 | New |
| Optiver Holding B.V. | 543 | $16.1K | 0.00% | +14+2.6% | Added |
| Matrix Trust Co | 567 | $17.0K | 0.00% | −123−17.8% | Reduced |
| Public Employees Retirement System of Ohio | 596 | $17.6K | 0.00% | +187+45.7% | Added |
| Farther Finance Advisors, LLC | 807 | $23.9K | 0.00% | +801+13,350.0% | Added |
| Quarry LP | 809 | $23.9K | 0.01% | −2,061−71.8% | Reduced |
| Jones Financial Companies LLLP | 923 | $25.3K | 0.00% | +100+12.2% | Added |
| Canada Pension Plan Investment Board | 900 | $26.6K | 0.00% | −288,500−99.7% | Reduced |
| GAMMA Investing LLC | 962 | $28.4K | 0.00% | +58+6.4% | Added |
| Nisa Investment Advisors, LLC | 964 | $28.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 997 | $29.0K | 0.00% | +287+40.4% | Added |
| IFP Advisors, Inc | 1,498 | $44.3K | 0.00% | −127−7.8% | Reduced |
| CWM, LLC | 1,595 | $47.0K | 0.00% | +818+105.3% | Added |
| Amalgamated Bank | 3,041 | $90.0K | 0.00% | +1,172+62.7% | Added |
| EverSource Wealth Advisors, LLC | 3,261 | $96.4K | 0.00% | +1,420+77.1% | Added |
| KBC Group NV | 3,523 | $104.0K | 0.00% | +3,523 | New |
| Gen-Wealth Partners Inc | 4,915 | $145.3K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,665 | $167.5K | 0.00% | −7,106−55.6% | Reduced |
| Point72 Europe (London) LLP | 6,822 | $201.7K | 0.01% | +6,822 | New |
| Axq Capital, LP | 6,823 | $201.7K | 0.08% | −14,316−67.7% | Reduced |
| Moran Wealth Management, LLC | 6,870 | $203.1K | 0.01% | +6,870 | New |
| Gsa Capital Partners LLP | 7,091 | $210.0K | 0.02% | +7,091 | New |
| Xponance, Inc. | 7,406 | $218.9K | 0.00% | +7,406 | New |
| O'Shaughnessy Asset Management, LLC | 7,480 | $221.1K | 0.00% | +7,480 | New |
| Numerai GP LLC | 7,671 | $226.8K | 0.03% | +7,671 | New |
| Keebeck Alpha, LP | 7,742 | $228.9K | 0.32% | +7,742 | New |
| Ameritas Investment Partners, Inc. | 7,843 | $231.8K | 0.01% | −716−8.4% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $248.0K | 0.00% | +8,400 | New |
| Bridgefront Capital, LLC | 8,401 | $248.3K | 0.07% | +8,401 | New |
| Forum Financial Management, LP | 8,416 | $248.8K | 0.00% | +8,416 | New |
| Covestor Ltd | 8,567 | $253.0K | 0.14% | +1,218+16.6% | Added |
| Vise Technologies, Inc. | 9,227 | $272.8K | 0.01% | +9,227 | New |
| Miracle Mile Advisors, LLC | 9,252 | $273.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,282 | $274.4K | 0.00% | +1,121+13.7% | Added |
| Atria Investments LLC | 9,603 | $283.9K | 0.00% | −153−1.6% | Reduced |
| Highland Capital Management, LLC | 10,003 | $295.7K | 0.01% | −118−1.2% | Reduced |
| CIBC Bancorp USA Inc. | 10,007 | $295.8K | 0.00% | +10,007 | New |
| Mitsubishi UFJ Trust & Banking Corp | 10,204 | $301.6K | 0.00% | +10,204 | New |
| EntryPoint Capital, LLC | 10,483 | $309.9K | 0.12% | +815+8.4% | Added |
| State of Alaska, Department of Revenue | 10,767 | $318.0K | 0.00% | +10,767 | New |
| Russell Investments Group, Ltd. | 11,301 | $334.1K | 0.00% | +10,770+2,028.2% | Added |
| Prudential Financial Inc | 11,540 | $341.1K | 0.00% | −3,320−22.3% | Reduced |
| Bailard, Inc. | 12,800 | $378.4K | 0.01% | +12,800 | New |
| Engineers Gate Manager LP | 12,829 | $379.2K | 0.00% | −365,515−96.6% | Reduced |
| Group One Trading, L.P. | 12,852 | $379.9K | 0.01% | +11,712+1,027.4% | Added |
| Prelude Capital Management, LLC | 13,042 | $385.5K | 0.03% | +13,042 | New |
| Versor Investments LP | 13,110 | $387.5K | 0.07% | +13,110 | New |
| SG Americas Securities, LLC | 13,852 | $409.0K | 0.00% | −54,635−79.8% | Reduced |
| Pictet Asset Management Holding SA | 13,878 | $410.2K | 0.00% | +1,292+10.3% | Added |
| Schonfeld Strategic Advisors LLC | 14,803 | $437.6K | 0.00% | −75,126−83.5% | Reduced |
| ProShare Advisors LLC | 16,049 | $474.4K | 0.00% | −1,281−7.4% | Reduced |
| Assenagon Asset Management S.A. | 16,262 | $480.7K | 0.00% | +16,262 | New |
| Legato Capital Management LLC | 16,445 | $486.1K | 0.05% | +16,445 | New |
| Measured Wealth Private Client Group, LLC | 19,432 | $574.4K | 0.15% | +4,561+30.7% | Added |
| Wolverine Trading, LLC | 20,987 | $590.4K | 0.01% | +20,987 | New |
| KLP Kapitalforvaltning AS | 20,200 | $597.1K | 0.00% | +5,700+39.3% | Added |
| State of Wyoming | 20,989 | $620.4K | 0.07% | +3,621+20.8% | Added |
| Virtue Capital Management, LLC | 22,613 | $625.0K | 0.14% | −14,805−39.6% | Reduced |
| Dark Forest Capital Management LP | 21,179 | $626.1K | 0.02% | −10,694−33.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,875 | $646.6K | 0.00% | +7,100+48.1% | Added |
| Cinctive Capital Management LP | 21,973 | $649.5K | 0.03% | −9,006−29.1% | Reduced |
| Farallon Capital Management, L.L.C. | 22,000 | $650.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,896 | $677.0K | 0.04% | +22,896 | New |
| Envestnet Asset Management Inc | 23,208 | $686.0K | 0.00% | +2,982+14.7% | Added |
| Graham Capital Management, L.P. | 24,439 | $722.4K | 0.03% | −45,390−65.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 25,658 | $758.5K | 0.01% | +6,447+33.6% | Added |