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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 187 | $5.53K | 0.00% | +187 | New |
| Private Wealth Management Group, LLC | 112 | $3.31K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $2.96K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 85 | $2.51K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 76 | $2.25K | 0.00% | +31+68.9% | Added |
| Hemington Wealth Management | 99 | $2.00K | 0.00% | +99 | New |
| Clearstead Advisors, LLC | 56 | $1.66K | 0.00% | −300−84.3% | Reduced |
| Signaturefd, LLC | 43 | $1.27K | 0.00% | +29+207.1% | Added |
| South State Corp. | 42 | $1.24K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $1.18K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $1.01K | 0.00% | +15+78.9% | Added |
| Advisor Group Holdings, Inc. | 37 | $947 | 0.00% | −102−73.4% | Reduced |
| Parkside Financial Bank & Trust | 30 | $887 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 25 | $739 | 0.00% | +4+19.0% | Added |
| Fortitude Family Office, LLC | 25 | $739 | 0.00% | +25 | New |
| Allworth Financial LP | 23 | $680 | 0.00% | +20+666.7% | Added |
| JFS Wealth Advisors, LLC | 23 | $680 | 0.00% | +23 | New |
| Essential Partners LLC | 22 | $650 | 0.00% | +22 | New |
| Wealthspire Advisors, LLC | 19 | $562 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $285 | 0.00% | +12 | New |
| Larson Financial Group LLC | 7 | $207 | 0.00% | −817−99.2% | Reduced |
| SJS Investment Consulting Inc. | 7 | $207 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 6 | $178 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $148 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 2 | $56 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $30 | 0.00% | +1 | New |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Unisphere Establishment | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −406,055−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −372,700−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −273,142−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −215,591−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −205,732−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −183,563−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −77,929−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −76,296−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −37,817−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −36,508−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −30,533−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −27,567−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,147−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,992−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −19,531−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −17,216−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −15,440−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −14,348−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −9,791−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Churchill Management Corp | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |