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, Q4 2025
Institutional positions in BrightSpring Health Services, Inc. as of Dec 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
- 286
- +63 vs. Q3 2025
- Shares held
- 210.9M
- +3.51M (+1.7%) vs. Q3 2025
- Total value
- $7.90B
- +$1.77B (+28.9%) vs. Q3 2025
- New holders
- 95
- 113 more added
- Sold out
- 32
- 63 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 423 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 61,942,032 | $2.32B | 37.09% | −15,154,305−19.7% | Reduced |
| FMR LLC | 22,679,459 | $849.3M | 0.04% | −2,325,097−9.3% | Reduced |
| BlackRock, Inc. | 16,986,262 | $636.1M | 0.01% | +9,372,929+123.1% | Added |
| Vanguard Group Inc | 12,533,656 | $469.4M | 0.01% | +2,928,953+30.5% | Added |
| Price T Rowe Associates Inc | 10,662,236 | $399.3M | 0.04% | +478,436+4.7% | Added |
| Invesco Ltd. | 10,595,232 | $396.8M | 0.04% | +1,248,107+13.4% | Added |
| T. Rowe Price Investment Management, Inc. | 6,123,865 | $229.3M | 0.14% | +1,091,757+21.7% | Added |
| Alliancebernstein L.P. | 4,410,370 | $165.2M | 0.05% | −739,073−14.4% | Reduced |
| Manufacturers Life Insurance Company, The | 4,330,758 | $162.2M | 0.13% | −178,504−4.0% | Reduced |
| State Street Corp | 4,033,149 | $151.0M | 0.01% | +2,011,095+99.5% | Added |
| Dimensional Fund Advisors LP | 3,111,580 | $116.5M | 0.02% | +1,014,631+48.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,064,258 | $114.8M | 0.39% | +316,061+11.5% | Added |
| Geode Capital Management, LLC | 2,746,011 | $102.9M | 0.01% | +386,186+16.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,478,525 | $92.8M | 0.16% | +278,525+12.7% | Added |
| 8 Knots Management, LLC | 2,087,076 | $78.2M | 9.00% | +353,528+20.4% | Added |
| Brown Advisory Inc | 1,949,402 | $73.0M | 0.10% | +1,229,113+170.6% | Added |
| Marshall Wace, LLP | 1,687,215 | $63.2M | 0.06% | +418,935+33.0% | Added |
| Nuveen, LLC | 1,642,146 | $61.5M | 0.02% | −73,193−4.3% | Reduced |
| Voya Investment Management LLC | 1,352,786 | $50.7M | 0.05% | +9,011+0.7% | Added |
| Charles Schwab Investment Management Inc | 1,334,644 | $50.0M | 0.01% | +237,637+21.7% | Added |
| Goldman Sachs Group Inc | 1,272,266 | $47.6M | 0.01% | +635,601+99.8% | Added |
| Alta Fox Capital Management, LLC | 1,237,500 | $46.3M | 9.97% | +776,975+168.7% | Added |
| Woodline Partners LP | 1,220,564 | $45.7M | 0.18% | +370,410+43.6% | Added |
| Braidwell LP | 1,195,786 | $44.8M | 1.43% | +1,195,786 | New |
| Northern Trust Corp | 1,038,420 | $38.9M | 0.00% | +202,247+24.2% | Added |
| Bank of America Corp | 1,031,368 | $38.6M | 0.00% | −12,723−1.2% | Reduced |
| Sea Cliff Partners Management, LP | 1,019,887 | $38.2M | 16.10% | −150,113−12.8% | Reduced |
| Morgan Stanley | 1,017,544 | $38.1M | 0.00% | +292,530+40.3% | Added |
| Federated Hermes, Inc. | 992,402 | $37.2M | 0.06% | +673,202+210.9% | Added |
| Raymond James Financial Inc | 961,949 | $36.2M | 0.01% | −9,469−1.0% | Reduced |
| Oberweis Asset Management Inc | 908,000 | $34.0M | 1.24% | 00.0% | Unchanged |
| Iron Triangle Partners LP | 897,427 | $33.6M | 3.84% | −341,093−27.5% | Reduced |
| Millennium Management LLC | 868,106 | $32.5M | 0.02% | +348,988+67.2% | Added |
| Integral Health Asset Management, LLC | 750,000 | $28.1M | 1.42% | −400,000−34.8% | Reduced |
| Principal Financial Group Inc | 732,911 | $27.4M | 0.01% | +602,601+462.4% | Added |
| Silvercrest Asset Management Group LLC | 696,897 | $26.1M | 0.18% | −287,034−29.2% | Reduced |
| Bank of New York Mellon Corp | 659,598 | $24.7M | 0.00% | +350,835+113.6% | Added |
| Arrowstreet Capital, Limited Partnership | 653,491 | $24.5M | 0.01% | +333,357+104.1% | Added |
| UBS Group AG | 644,460 | $24.1M | 0.00% | −20,266−3.0% | Reduced |
| TD Asset Management Inc | 640,369 | $24.0M | 0.02% | +165,381+34.8% | Added |
| Victory Capital Management Inc | 628,325 | $23.5M | 0.01% | −98,553−13.6% | Reduced |
| Man Group plc | 584,437 | $21.9M | 0.04% | +207,216+54.9% | Added |
| Hennessy Advisors Inc | 505,300 | $18.9M | 0.67% | −32,800−6.1% | Reduced |
| Walleye Capital LLC | 504,889 | $18.9M | 0.11% | +313,822+164.2% | Added |
| OrbiMed Advisors LLC | 488,500 | $18.3M | 0.37% | +224,700+85.2% | Added |
| First Trust Advisors LP | 481,436 | $18.0M | 0.01% | +2,544+0.5% | Added |
| Loomis Sayles & Co L P | 443,270 | $16.6M | 0.02% | +443,270 | New |
| Public Sector Pension Investment Board | 393,239 | $14.7M | 0.05% | +393,239 | New |
| Prudential Financial Inc | 388,570 | $14.6M | 0.02% | +377,030+3,267.2% | Added |
| Ardsley Advisory Partners LP | 350,000 | $13.1M | 1.67% | −100,000−22.2% | Reduced |
| Ameriprise Financial Inc | 324,075 | $12.1M | 0.00% | +240,650+288.5% | Added |
| Sio Capital Management, LLC | 308,010 | $11.5M | 1.91% | +308,010 | New |
| HBK Investments L P | 300,000 | $11.2M | 0.12% | +50,000+20.0% | Added |
| Seven Grand Managers, LLC | 300,000 | $11.2M | 0.86% | +300,000 | New |
| Park West Asset Management LLC | 294,056 | $11.0M | 0.93% | −159,000−35.1% | Reduced |
| Citigroup Inc | 293,380 | $11.0M | 0.01% | +103,023+54.1% | Added |
| Rhumbline Advisers | 283,428 | $10.6M | 0.01% | +150,889+113.8% | Added |
| Point72 Asset Management, L.P. | 275,372 | $10.3M | 0.02% | −179,081−39.4% | Reduced |
| Legal & General Group Plc | 267,919 | $10.0M | 0.00% | +165,221+160.9% | Added |
| Allspring Global Investments Holdings, LLC | 255,902 | $9.83M | 0.02% | +223,988+701.8% | Added |
| Oak Ridge Investments LLC | 252,722 | $9.46M | 0.57% | +252,722 | New |
| Wells Fargo & Company | 205,850 | $7.71M | 0.00% | +87,824+74.4% | Added |
| UBS Asset Management Americas Inc | 201,517 | $7.55M | 0.00% | +17,228+9.3% | Added |
| Alyeska Investment Group, L.P. | 200,000 | $7.49M | 0.02% | −1,784,365−89.9% | Reduced |
| Trexquant Investment LP | 199,753 | $7.48M | 0.07% | +199,753 | New |
| SEI Investments Co | 199,234 | $7.46M | 0.01% | +126,011+172.1% | Added |
| Barclays PLC | 198,486 | $7.43M | 0.00% | −222,978−52.9% | Reduced |
| Rhenman & Partners Asset Management AB | 198,000 | $7.42M | 0.69% | +138,000+230.0% | Added |
| Squarepoint Ops LLC | 193,401 | $7.24M | 0.01% | +67,390+53.5% | Added |
| Swiss National Bank | 192,100 | $7.19M | 0.00% | +4,100+2.2% | Added |
| JPMorgan Chase & Co | 183,681 | $6.88M | 0.00% | −115,069−38.5% | Reduced |
| SG Americas Securities, LLC | 183,103 | $6.86M | 0.01% | +169,251+1,221.9% | Added |
| EAM Investors, LLC | 179,818 | $6.73M | 0.75% | −3,544−1.9% | Reduced |
| Two Sigma Investments, LP | 161,296 | $6.04M | 0.01% | −187,138−53.7% | Reduced |
| Qube Research & Technologies Ltd | 160,896 | $6.03M | 0.01% | −337,991−67.7% | Reduced |
| Castleark Management LLC | 158,600 | $5.94M | 0.17% | +158,600 | New |
| State of Wisconsin Investment Board | 154,074 | $5.77M | 0.01% | +73,224+90.6% | Added |
| Lisanti Capital Growth, LLC | 152,195 | $5.70M | 1.35% | +85,925+129.7% | Added |
| Citadel Advisors LLC | 147,898 | $5.54M | 0.00% | −106,049−41.8% | Reduced |
| Royce & Associates LP | 147,539 | $5.53M | 0.06% | −34,999−19.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 144,037 | $5.39M | 0.05% | +144,037 | New |
| Algert Global LLC | 130,700 | $4.89M | 0.08% | +79,430+154.9% | Added |
| Taproot Management LP | 130,239 | $4.88M | 0.79% | +130,239 | New |
| HighTower Advisors, LLC | 124,361 | $4.66M | 0.01% | +1,736+1.4% | Added |
| Segall Bryant & Hamill, LLC | 121,274 | $4.54M | 0.06% | −4,494−3.6% | Reduced |
| PFM Health Sciences, LP | 118,525 | $4.44M | 0.45% | +118,525 | New |
| D. E. Shaw & Co., Inc. | 116,886 | $4.38M | 0.00% | +64,090+121.4% | Added |
| Colony Group, LLC | 111,845 | $4.19M | 0.00% | −1,005−0.9% | Reduced |
| Capricorn Fund Managers Ltd | 100,000 | $3.75M | 0.90% | +100,000 | New |
| Verition Fund Management LLC | 97,415 | $3.65M | 0.02% | −85,946−46.9% | Reduced |
| ExodusPoint Capital Management, LP | 95,431 | $3.57M | 0.04% | +68,031+248.3% | Added |
| Holocene Advisors, LP | 95,316 | $3.57M | 0.01% | +95,316 | New |
| Comerica Bank | 95,245 | $3.57M | 0.01% | +46,758+96.4% | Added |
| Persistent Asset Partners Ltd | 93,897 | $3.52M | 1.69% | +17,837+23.5% | Added |
| Deutsche Bank AG | 93,244 | $3.49M | 0.00% | −187,441−66.8% | Reduced |
| California State Teachers Retirement System | 92,605 | $3.47M | 0.00% | +1,577+1.7% | Added |
| Bellevue Group AG | 92,095 | $3.45M | 0.07% | −98,429−51.7% | Reduced |
| Counterpoint Mutual Funds LLC | 89,897 | $3.37M | 0.25% | +89,897 | New |
| Formula Growth Ltd | 89,865 | $3.37M | 1.30% | −11,535−11.4% | Reduced |
| Roberts Foundation | 82,025 | $3.07M | 8.32% | +30,661+59.7% | Added |