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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 121,274 | $4.54M | 0.06% | −4,494−3.6% | Reduced |
| HighTower Advisors, LLC | 124,361 | $4.66M | 0.01% | +1,736+1.4% | Added |
| Taproot Management LP | 130,239 | $4.88M | 0.79% | +130,239 | New |
| Algert Global LLC | 130,700 | $4.89M | 0.08% | +79,430+154.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 144,037 | $5.39M | 0.05% | +144,037 | New |
| Royce & Associates LP | 147,539 | $5.53M | 0.06% | −34,999−19.2% | Reduced |
| Citadel Advisors LLC | 147,898 | $5.54M | 0.00% | −106,049−41.8% | Reduced |
| Lisanti Capital Growth, LLC | 152,195 | $5.70M | 1.35% | +85,925+129.7% | Added |
| State of Wisconsin Investment Board | 154,074 | $5.77M | 0.01% | +73,224+90.6% | Added |
| Castleark Management LLC | 158,600 | $5.94M | 0.17% | +158,600 | New |
| Qube Research & Technologies Ltd | 160,896 | $6.03M | 0.01% | −337,991−67.7% | Reduced |
| Two Sigma Investments, LP | 161,296 | $6.04M | 0.01% | −187,138−53.7% | Reduced |
| EAM Investors, LLC | 179,818 | $6.73M | 0.75% | −3,544−1.9% | Reduced |
| SG Americas Securities, LLC | 183,103 | $6.86M | 0.01% | +169,251+1,221.9% | Added |
| JPMorgan Chase & Co | 183,681 | $6.88M | 0.00% | −115,069−38.5% | Reduced |
| Swiss National Bank | 192,100 | $7.19M | 0.00% | +4,100+2.2% | Added |
| Squarepoint Ops LLC | 193,401 | $7.24M | 0.01% | +67,390+53.5% | Added |
| Rhenman & Partners Asset Management AB | 198,000 | $7.42M | 0.69% | +138,000+230.0% | Added |
| Barclays PLC | 198,486 | $7.43M | 0.00% | −222,978−52.9% | Reduced |
| SEI Investments Co | 199,234 | $7.46M | 0.01% | +126,011+172.1% | Added |
| Trexquant Investment LP | 199,753 | $7.48M | 0.07% | +199,753 | New |
| Alyeska Investment Group, L.P. | 200,000 | $7.49M | 0.02% | −1,784,365−89.9% | Reduced |
| UBS Asset Management Americas Inc | 201,517 | $7.55M | 0.00% | +17,228+9.3% | Added |
| Wells Fargo & Company | 205,850 | $7.71M | 0.00% | +87,824+74.4% | Added |
| Oak Ridge Investments LLC | 252,722 | $9.46M | 0.57% | +252,722 | New |
| Allspring Global Investments Holdings, LLC | 255,902 | $9.83M | 0.02% | +223,988+701.8% | Added |
| Legal & General Group Plc | 267,919 | $10.0M | 0.00% | +165,221+160.9% | Added |
| Point72 Asset Management, L.P. | 275,372 | $10.3M | 0.02% | −179,081−39.4% | Reduced |
| Rhumbline Advisers | 283,428 | $10.6M | 0.01% | +150,889+113.8% | Added |
| Citigroup Inc | 293,380 | $11.0M | 0.01% | +103,023+54.1% | Added |
| Park West Asset Management LLC | 294,056 | $11.0M | 0.93% | −159,000−35.1% | Reduced |
| 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 |
| Sio Capital Management, LLC | 308,010 | $11.5M | 1.91% | +308,010 | New |
| Ameriprise Financial Inc | 324,075 | $12.1M | 0.00% | +240,650+288.5% | Added |
| Ardsley Advisory Partners LP | 350,000 | $13.1M | 1.67% | −100,000−22.2% | Reduced |
| Prudential Financial Inc | 388,570 | $14.6M | 0.02% | +377,030+3,267.2% | Added |
| Public Sector Pension Investment Board | 393,239 | $14.7M | 0.05% | +393,239 | New |
| Loomis Sayles & Co L P | 443,270 | $16.6M | 0.02% | +443,270 | New |
| First Trust Advisors LP | 481,436 | $18.0M | 0.01% | +2,544+0.5% | Added |
| OrbiMed Advisors LLC | 488,500 | $18.3M | 0.37% | +224,700+85.2% | Added |
| Walleye Capital LLC | 504,889 | $18.9M | 0.11% | +313,822+164.2% | Added |
| Hennessy Advisors Inc | 505,300 | $18.9M | 0.67% | −32,800−6.1% | Reduced |
| Man Group plc | 584,437 | $21.9M | 0.04% | +207,216+54.9% | Added |
| Victory Capital Management Inc | 628,325 | $23.5M | 0.01% | −98,553−13.6% | Reduced |
| TD Asset Management Inc | 640,369 | $24.0M | 0.02% | +165,381+34.8% | Added |
| UBS Group AG | 644,460 | $24.1M | 0.00% | −20,266−3.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 653,491 | $24.5M | 0.01% | +333,357+104.1% | Added |
| Bank of New York Mellon Corp | 659,598 | $24.7M | 0.00% | +350,835+113.6% | Added |
| Silvercrest Asset Management Group LLC | 696,897 | $26.1M | 0.18% | −287,034−29.2% | Reduced |
| Principal Financial Group Inc | 732,911 | $27.4M | 0.01% | +602,601+462.4% | Added |
| Integral Health Asset Management, LLC | 750,000 | $28.1M | 1.42% | −400,000−34.8% | Reduced |
| Millennium Management LLC | 868,106 | $32.5M | 0.02% | +348,988+67.2% | Added |
| Iron Triangle Partners LP | 897,427 | $33.6M | 3.84% | −341,093−27.5% | Reduced |
| Oberweis Asset Management Inc | 908,000 | $34.0M | 1.24% | 00.0% | Unchanged |
| Raymond James Financial Inc | 961,949 | $36.2M | 0.01% | −9,469−1.0% | Reduced |
| Federated Hermes, Inc. | 992,402 | $37.2M | 0.06% | +673,202+210.9% | Added |
| Morgan Stanley | 1,017,544 | $38.1M | 0.00% | +292,530+40.3% | Added |
| Sea Cliff Partners Management, LP | 1,019,887 | $38.2M | 16.10% | −150,113−12.8% | Reduced |
| Bank of America Corp | 1,031,368 | $38.6M | 0.00% | −12,723−1.2% | Reduced |
| Northern Trust Corp | 1,038,420 | $38.9M | 0.00% | +202,247+24.2% | Added |
| Braidwell LP | 1,195,786 | $44.8M | 1.43% | +1,195,786 | New |
| Woodline Partners LP | 1,220,564 | $45.7M | 0.18% | +370,410+43.6% | Added |
| Alta Fox Capital Management, LLC | 1,237,500 | $46.3M | 9.97% | +776,975+168.7% | Added |
| Goldman Sachs Group Inc | 1,272,266 | $47.6M | 0.01% | +635,601+99.8% | Added |
| Charles Schwab Investment Management Inc | 1,334,644 | $50.0M | 0.01% | +237,637+21.7% | Added |
| Voya Investment Management LLC | 1,352,786 | $50.7M | 0.05% | +9,011+0.7% | Added |
| Nuveen, LLC | 1,642,146 | $61.5M | 0.02% | −73,193−4.3% | Reduced |
| Marshall Wace, LLP | 1,687,215 | $63.2M | 0.06% | +418,935+33.0% | Added |
| Brown Advisory Inc | 1,949,402 | $73.0M | 0.10% | +1,229,113+170.6% | Added |
| 8 Knots Management, LLC | 2,087,076 | $78.2M | 9.00% | +353,528+20.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,478,525 | $92.8M | 0.16% | +278,525+12.7% | Added |
| Geode Capital Management, LLC | 2,746,011 | $102.9M | 0.01% | +386,186+16.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,064,258 | $114.8M | 0.39% | +316,061+11.5% | Added |
| Dimensional Fund Advisors LP | 3,111,580 | $116.5M | 0.02% | +1,014,631+48.4% | Added |
| State Street Corp | 4,033,149 | $151.0M | 0.01% | +2,011,095+99.5% | Added |
| Manufacturers Life Insurance Company, The | 4,330,758 | $162.2M | 0.13% | −178,504−4.0% | Reduced |
| Alliancebernstein L.P. | 4,410,370 | $165.2M | 0.05% | −739,073−14.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 6,123,865 | $229.3M | 0.14% | +1,091,757+21.7% | Added |
| Invesco Ltd. | 10,595,232 | $396.8M | 0.04% | +1,248,107+13.4% | Added |
| Price T Rowe Associates Inc | 10,662,236 | $399.3M | 0.04% | +478,436+4.7% | Added |
| Vanguard Group Inc | 12,533,656 | $469.4M | 0.01% | +2,928,953+30.5% | Added |
| BlackRock, Inc. | 16,986,262 | $636.1M | 0.01% | +9,372,929+123.1% | Added |
| FMR LLC | 22,679,459 | $849.3M | 0.04% | −2,325,097−9.3% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 61,942,032 | $2.32B | 37.09% | −15,154,305−19.7% | Reduced |
| Ares Systematic Credit Ltd | 1,498 | – | – | +1,498 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −820,518−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −532,294−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −477,528−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −431,678−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −199,851−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −164,026−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −99,086−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −54,942−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −48,775−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,812−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −47,156−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −37,829−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −30,130−100.0% | Sold out |