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, Q1 2026
Institutional positions in BrightSpring Health Services, Inc. as of Mar 31, 2026. 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
- 338
- +61 vs. Q4 2025
- Shares held
- 209.3M
- +14.1M (+7.2%) vs. Q4 2025
- Total value
- $8.90B
- +$1.59B (+21.7%) vs. Q4 2025
- New holders
- 96
- 151 more added
- Sold out
- 35
- 68 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $43 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $73 | 0.00% | −1−50.0% | Reduced |
| Curio Wealth, LLC | 2 | $85 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 4 | $171 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $213 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $256 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $298 | 0.00% | +4+133.3% | Added |
| Abound Wealth Management | 8 | $341 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $426 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $468 | 0.00% | +5+83.3% | Added |
| Rakuten Securities, Inc. | 12 | $511 | 0.00% | −18−60.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $554 | 0.00% | −1−7.1% | Reduced |
| Rossby Financial, LCC | 14 | $588 | 0.00% | +14 | New |
| Ankerstar Wealth, LLC | 16 | $682 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $853 | 0.00% | +9+81.8% | Added |
| Rialto Wealth Management, LLC | 22 | $938 | 0.00% | +13+144.4% | Added |
| Gilpin Wealth Management, LLC | 24 | $1.02K | 0.00% | +15+166.7% | Added |
| C M Bidwell & Associates Ltd | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 37 | $1.58K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 40 | $1.70K | 0.00% | +40 | New |
| South State Corp. | 42 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $2.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 58 | $2.47K | 0.00% | +58 | New |
| IFM Investors Pty Ltd | 58 | $2.47K | 0.00% | +58 | New |
| Fortitude Family Office, LLC | 61 | $2.60K | 0.00% | +37+154.2% | Added |
| Marquette Asset Management, LLC | 64 | $2.73K | 0.00% | +64 | New |
| Godfrey Financial Associates, Inc. | 67 | $2.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $2.85K | 0.00% | +9+15.5% | Added |
| Parallel Advisors, LLC | 72 | $3.07K | 0.00% | +72 | New |
| Wolff Wiese Magana LLC | 85 | $3.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $3.75K | 0.00% | +36+69.2% | Added |
| MAI Capital Management | 92 | $3.92K | 0.00% | +92 | New |
| Larson Financial Group LLC | 99 | $4.22K | 0.00% | +86+661.5% | Added |
| Wall Street Financial Group, Inc. | 100 | $4.26K | 0.00% | +100 | New |
| CVA Family Office, LLC | 103 | $4.39K | 0.00% | +103 | New |
| Private Wealth Management Group, LLC | 112 | $4.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 119 | $5.07K | 0.00% | +72+153.2% | Added |
| SBI Securities Co., Ltd. | 138 | $5.88K | 0.00% | +26+23.2% | Added |
| Bare Financial Services, Inc | 138 | $5.88K | 0.00% | +107+345.2% | Added |
| Allworth Financial LP | 145 | $6.18K | 0.00% | +88+154.4% | Added |
| Keating Financial Advisory Services, Inc. | 148 | $6.31K | 0.00% | +109+279.5% | Added |
| HighMark Wealth Management LLC | 150 | $6.39K | 0.00% | +150 | New |
| Smartleaf Asset Management LLC | 190 | $7.89K | 0.00% | −255−57.3% | Reduced |
| IFP Advisors, Inc | 199 | $8.48K | 0.00% | −2,334−92.1% | Reduced |
| iA Global Asset Management Inc. | 218 | $9.00K | 0.00% | +218 | New |
| Huntington National Bank | 260 | $11.1K | 0.00% | +42+19.3% | Added |
| Federation des caisses Desjardins du Quebec | 266 | $11.4K | 0.00% | +166+166.0% | Added |
| Signaturefd, LLC | 282 | $12.0K | 0.00% | +239+555.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 290 | $12.4K | 0.00% | +290 | New |
| Optiver Holding B.V. | 375 | $16.0K | 0.00% | +192+104.9% | Added |
| Root Financial Partners, LLC | 387 | $16.5K | 0.00% | +91+30.7% | Added |
| Bessemer Group Inc | 440 | $18.0K | 0.00% | +265+151.4% | Added |
| Parkside Financial Bank & Trust | 442 | $18.8K | 0.00% | +349+375.3% | Added |
| Kilter Group LLC | 446 | $19.0K | 0.01% | +340+320.8% | Added |
| Rothschild Investment LLC | 450 | $19.2K | 0.00% | +55+13.9% | Added |
| Umb Bank N A | 521 | $22.2K | 0.00% | +92+21.4% | Added |
| SMA Capital LLC | 552 | $23.5K | 0.01% | +552 | New |
| Matrix Trust Co | 571 | $24.0K | 0.00% | +18+3.3% | Added |
| Aster Capital Management (DIFC) Ltd | 1,341 | $24.3K | 0.01% | +1,341 | New |
| Los Angeles Capital Management LLC | 573 | $24.4K | 0.00% | −2,499−81.3% | Reduced |
| Quadrant Capital Group LLC | 635 | $27.1K | 0.00% | +635 | New |
| J.Safra Asset Management Corp | 674 | $28.7K | 0.00% | +353+110.0% | Added |
| GHP Investment Advisors, Inc. | 717 | $30.6K | 0.00% | +717 | New |
| SRS Capital Advisors, Inc. | 554 | $30.9K | 0.00% | +445+408.3% | Added |
| Rockefeller Capital Management L.P. | 742 | $31.6K | 0.00% | +54+7.8% | Added |
| NBC Securities, Inc. | 763 | $32.5K | 0.00% | −3−0.4% | Reduced |
| Salomon & Ludwin, LLC | 798 | $34.4K | 0.00% | +27+3.5% | Added |
| Public Employees Retirement System of Ohio | 808 | $34.4K | 0.00% | +112+16.1% | Added |
| Bernard Wealth Management Corp. | 850 | $36.2K | 0.02% | +850 | New |
| Kemnay Advisory Services Inc. | 880 | $37.5K | 0.01% | +339+62.7% | Added |
| Meeder Asset Management Inc | 1,229 | $52.4K | 0.00% | +1,229 | New |
| Nomura Asset Management Co Ltd | 1,310 | $55.8K | 0.00% | +1,310 | New |
| Hantz Financial Services, Inc. | 1,307 | $56.0K | 0.00% | +867+197.0% | Added |
| Bayforest Capital Ltd | 1,503 | $64.0K | 0.07% | +1,503 | New |
| Employees Retirement System of Texas | 1,531 | $65.0K | 0.00% | +1,531 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,595 | $68.0K | 0.01% | +508+46.7% | Added |
| Exchange Traded Concepts, LLC | 1,758 | $74.9K | 0.00% | +1,758 | New |
| Horizon Investments, LLC | 1,758 | $74.9K | 0.00% | +1,758 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,790 | $76.3K | 0.00% | −1,742−49.3% | Reduced |
| CWM, LLC | 2,169 | $92.4K | 0.00% | +295+15.7% | Added |
| Nisa Investment Advisors, LLC | 2,257 | $96.2K | 0.00% | +1,061+88.7% | Added |
| Covestor Ltd | 2,468 | $105.0K | 0.07% | −2,754−52.7% | Reduced |
| Farther Finance Advisors, LLC | 2,796 | $117.5K | 0.00% | +1,079+62.8% | Added |
| GAMMA Investing LLC | 2,910 | $124.0K | 0.01% | +651+28.8% | Added |
| Vestcor Inc | 3,034 | $129.0K | 0.00% | +3,034 | New |
| Walleye Capital LLC | 3,298 | $140.5K | 0.00% | −501,591−99.3% | Reduced |
| KBC Group NV | 3,523 | $150.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,718 | $201.0K | 0.01% | +892+23.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,766 | $203.1K | 0.00% | +4,766 | New |
| Engineers Gate Manager LP | 4,772 | $203.3K | 0.00% | −8,273−63.4% | Reduced |
| HSBC Holdings PLC | 4,810 | $205.0K | 0.00% | −591−10.9% | Reduced |
| Captrust Financial Advisors | 4,822 | $205.5K | 0.00% | +4,822 | New |
| Sawgrass Asset Management LLC | 4,833 | $205.9K | 0.03% | +4,833 | New |
| GTS Securities LLC | 4,860 | $207.1K | 0.01% | +4,860 | New |
| Ashton Thomas Private Wealth, LLC | 4,942 | $210.6K | 0.00% | +4,942 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,000 | $213.1K | 0.03% | +5,000 | New |
| Caitong International Asset Management Co., Ltd | 5,159 | $219.8K | 0.04% | +5,159 | New |
| Stephens Inc | 5,181 | $220.8K | 0.00% | +5,181 | New |
| Sanctuary Advisors, LLC | 5,264 | $224.3K | 0.00% | +5,264 | New |