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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $65 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $112 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 5 | $188 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $224 | 0.00% | +6 | New |
| Abound Wealth Management | 8 | $300 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 9 | $338 | 0.00% | +3+50.0% | Added |
| Gilpin Wealth Management, LLC | 9 | $338 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $412 | 0.00% | +4+57.1% | Added |
| Larson Financial Group LLC | 13 | $487 | 0.00% | +6+85.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $525 | 0.00% | +2+16.7% | Added |
| Ankerstar Wealth, LLC | 16 | $599 | 0.00% | +16 | New |
| Assetmark, Inc | 18 | $674 | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 24 | $899 | 0.00% | −1−4.0% | Reduced |
| C M Bidwell & Associates Ltd | 25 | $936 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $936 | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 30 | $1.12K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 31 | $1.16K | 0.00% | +31 | New |
| Global Retirement Partners, LLC | 33 | $1.24K | 0.00% | −2−5.7% | Reduced |
| Essential Partners LLC | 37 | $1.39K | 0.00% | +15+68.2% | Added |
| Keating Financial Advisory Services, Inc. | 39 | $1.46K | 0.00% | +39 | New |
| South State Corp. | 42 | $1.57K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $1.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $1.76K | 0.00% | +7+17.5% | Added |
| Massmutual Trust Co FSB | 52 | $1.95K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 55 | $2.06K | 0.00% | +55 | New |
| Allworth Financial LP | 57 | $2.13K | 0.00% | +34+147.8% | Added |
| Torren Management, LLC | 58 | $2.17K | 0.00% | +58 | New |
| JFS Wealth Advisors, LLC | 58 | $2.17K | 0.00% | +35+152.2% | Added |
| Godfrey Financial Associates, Inc. | 67 | $2.51K | 0.00% | +67 | New |
| Wolff Wiese Magana LLC | 85 | $3.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $3.48K | 0.00% | +63+210.0% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $3.75K | 0.00% | +44+78.6% | Added |
| Kilter Group LLC | 106 | $3.97K | 0.00% | +72+211.8% | Added |
| SRS Capital Advisors, Inc. | 109 | $4.08K | 0.00% | −297−73.2% | Reduced |
| SBI Securities Co., Ltd. | 112 | $4.19K | 0.00% | +36+47.4% | Added |
| Private Wealth Management Group, LLC | 112 | $4.20K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 133 | $4.98K | 0.00% | +133 | New |
| Quarry LP | 172 | $6.44K | 0.00% | −637−78.7% | Reduced |
| Optiver Holding B.V. | 183 | $6.85K | 0.00% | −360−66.3% | Reduced |
| Bessemer Group Inc | 175 | $7.00K | 0.00% | +175 | New |
| Elequin Capital LP | 190 | $7.12K | 0.00% | +190 | New |
| Huntington National Bank | 218 | $8.16K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 296 | $11.1K | 0.00% | +109+58.3% | Added |
| J.Safra Asset Management Corp | 321 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 395 | $14.8K | 0.00% | +25+6.8% | Added |
| Advisor Group Holdings, Inc. | 404 | $15.1K | 0.00% | +367+991.9% | Added |
| Quest Partners LLC | 423 | $15.8K | 0.00% | +423 | New |
| Hantz Financial Services, Inc. | 440 | $16.0K | 0.00% | +440 | New |
| Umb Bank N A | 429 | $16.1K | 0.00% | +429 | New |
| Smartleaf Asset Management LLC | 445 | $16.8K | 0.00% | +443+22,150.0% | Added |
| Harbor Capital Advisors, Inc. | 477 | $18.0K | 0.00% | −8−1.6% | Reduced |
| Kemnay Advisory Services Inc. | 541 | $20.3K | 0.00% | +541 | New |
| Matrix Trust Co | 553 | $21.0K | 0.00% | −14−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 688 | $25.8K | 0.00% | +195+39.6% | Added |
| Public Employees Retirement System of Ohio | 696 | $26.1K | 0.00% | +100+16.8% | Added |
| NBC Securities, Inc. | 766 | $28.7K | 0.00% | +766 | New |
| Salomon & Ludwin, LLC | 771 | $30.3K | 0.00% | +771 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,087 | $40.7K | 0.00% | +1,087 | New |
| Nisa Investment Advisors, LLC | 1,196 | $44.8K | 0.00% | +232+24.1% | Added |
| LuminArx Capital Management LP | 1,327 | $49.7K | 0.05% | +1,327 | New |
| Jones Financial Companies LLLP | 1,355 | $50.7K | 0.00% | +432+46.8% | Added |
| Farther Finance Advisors, LLC | 1,717 | $64.3K | 0.00% | +910+112.8% | Added |
| CWM, LLC | 1,874 | $70.0K | 0.00% | +279+17.5% | Added |
| GAMMA Investing LLC | 2,259 | $84.6K | 0.00% | +1,297+134.8% | Added |
| IFP Advisors, Inc | 2,533 | $94.9K | 0.00% | +1,035+69.1% | Added |
| Los Angeles Capital Management LLC | 3,072 | $100.7K | 0.00% | +3,072 | New |
| KBC Group NV | 3,523 | $132.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,532 | $132.0K | 0.00% | +2,535+254.3% | Added |
| EverSource Wealth Advisors, LLC | 3,826 | $143.3K | 0.01% | +565+17.3% | Added |
| Tower Research Capital LLC (TRC) | 4,777 | $178.9K | 0.00% | −888−15.7% | Reduced |
| Covestor Ltd | 5,222 | $196.0K | 0.10% | −3,345−39.0% | Reduced |
| STRS Ohio | 5,400 | $202.2K | 0.00% | +5,400 | New |
| New Age Alpha Advisors, LLC | 5,407 | $202.5K | 0.01% | +5,407 | New |
| HSBC Holdings PLC | 5,401 | $202.7K | 0.00% | −48,597−90.0% | Reduced |
| PEAK6 LLC | 5,490 | $205.6K | 0.01% | +5,490 | New |
| CIBC Private Wealth Group, LLC | 5,703 | $213.6K | 0.00% | +5,703 | New |
| Mariner, LLC | 5,776 | $216.2K | 0.00% | +5,776 | New |
| Concurrent Investment Advisors, LLC | 6,135 | $229.8K | 0.00% | +6,135 | New |
| Moran Wealth Management, LLC | 6,353 | $237.9K | 0.01% | −517−7.5% | Reduced |
| Entropy Technologies, LP | 6,406 | $239.9K | 0.01% | −33,446−83.9% | Reduced |
| Mackenzie Financial Corp | 6,712 | $252.1K | 0.00% | +6,712 | New |
| Blair William & Co | 7,000 | $262.1K | 0.00% | +7,000 | New |
| CIBC World Markets Corp | 7,364 | $275.8K | 0.00% | +7,364 | New |
| State of Wyoming | 7,440 | $278.6K | 0.03% | −13,549−64.6% | Reduced |
| McGuire Capital Advisors Inc | 7,689 | $288.0K | 0.18% | +7,689 | New |
| Gabelli Funds LLC | 7,850 | $294.0K | 0.00% | +7,850 | New |
| Truist Financial Corp | 8,184 | $306.5K | 0.00% | +8,184 | New |
| Forum Financial Management, LP | 8,420 | $315.3K | 0.00% | +40.0% | Added |
| O'Shaughnessy Asset Management, LLC | 8,463 | $316.9K | 0.00% | +983+13.1% | Added |
| Royal Bank of Canada | 8,497 | $318.0K | 0.00% | −2,198,147−99.6% | Reduced |
| Baader Bank INC | 8,500 | $318.3K | 0.03% | +8,500 | New |
| Cetera Investment Advisers | 8,574 | $321.1K | 0.00% | +8,574 | New |
| Quantinno Capital Management LP | 8,772 | $328.5K | 0.00% | +8,772 | New |
| Xponance, Inc. | 8,825 | $330.5K | 0.00% | +1,419+19.2% | Added |
| Ameritas Investment Partners, Inc. | 8,993 | $336.8K | 0.01% | +1,150+14.7% | Added |
| Headlands Technologies LLC | 9,024 | $337.9K | 0.03% | +9,024 | New |
| Atria Investments LLC | 9,175 | $343.6K | 0.00% | −428−4.5% | Reduced |
| Twin Tree Management, LP | 9,178 | $343.7K | 0.04% | +9,178 | New |
| Swiss Life Asset Management Ltd | 9,549 | $357.6K | 0.00% | +9,549 | New |