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