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 |
|---|---|---|---|---|---|
| STRS Ohio | 10,300 | $438.9K | 0.00% | +4,900+90.7% | Added |
| Truist Financial Corp | 10,202 | $434.7K | 0.00% | +2,018+24.7% | Added |
| Public Employees Retirement Association of Colorado | 10,046 | $428.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,765 | $416.1K | 0.00% | +1,191+13.9% | Added |
| CIBC Bancorp USA Inc. | 9,676 | $412.3K | 0.00% | +9,676 | New |
| Cambridge Investment Research Advisors, Inc. | 9,453 | $403.0K | 0.00% | +9,453 | New |
| Vise Technologies, Inc. | 10,457 | $391.6K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 9,145 | $389.7K | 0.00% | −30−0.3% | Reduced |
| JustInvest LLC | 8,918 | $380.0K | 0.00% | +8,918 | New |
| Prelude Capital Management, LLC | 8,797 | $374.8K | 0.03% | +8,797 | New |
| Janney Montgomery Scott LLC | 8,519 | $363.0K | 0.00% | −11,499−57.4% | Reduced |
| SMART Wealth LLC | 8,121 | $346.0K | 0.10% | +8,121 | New |
| Caxton Associates LLP | 8,062 | $343.5K | 0.01% | +8,062 | New |
| State of Wyoming | 7,776 | $331.3K | 0.04% | +336+4.5% | Added |
| Hanseatic Management Services Inc | 7,758 | $330.6K | 0.32% | +7,758 | New |
| US Bancorp | 7,754 | $330.4K | 0.00% | +7,754 | New |
| Mariner, LLC | 7,745 | $330.0K | 0.00% | +1,969+34.1% | Added |
| DnB Asset Management AS | 7,592 | $323.5K | 0.00% | +7,592 | New |
| Capstone Investment Advisors, LLC | 7,548 | $321.6K | 0.00% | +7,548 | New |
| Canada Pension Plan Investment Board | 7,400 | $315.3K | 0.00% | −27,000−78.5% | Reduced |
| Balboa Wealth Partners | 6,970 | $297.0K | 0.05% | +6,970 | New |
| Moran Wealth Management, LLC | 6,925 | $295.1K | 0.01% | +572+9.0% | Added |
| PEAK6 LLC | 6,697 | $285.4K | 0.01% | +1,207+22.0% | Added |
| Archer Investment Corp | 6,580 | $280.4K | 0.06% | +6,580 | New |
| Jain Global LLC | 6,169 | $262.9K | 0.00% | +6,169 | New |
| Abel Hall, LLC | 6,157 | $262.4K | 0.06% | +6,157 | New |
| Fieldview Capital Management, LLC | 6,122 | $260.9K | 0.08% | +6,122 | New |
| Royal Bank of Canada | 6,065 | $259.0K | 0.00% | −2,432−28.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 6,060 | $258.2K | 0.24% | +6,060 | New |
| Baader Bank INC | 6,000 | $255.7K | 0.03% | −2,500−29.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,978 | $254.7K | 0.03% | +5,978 | New |
| Globeflex Capital L P | 5,864 | $249.9K | 0.04% | +5,864 | New |
| Jane Street Group, LLC | 5,806 | $247.4K | 0.00% | +5,806 | New |
| Twin Tree Management, LP | 5,699 | $242.8K | 0.05% | −3,479−37.9% | Reduced |
| Jefferies Financial Group Inc. | 5,581 | $237.8K | 0.00% | +5,581 | New |
| Profund Advisors LLC | 5,570 | $237.3K | 0.01% | +5,570 | New |
| Vident Advisory, LLC | 5,346 | $227.8K | 0.00% | +5,346 | New |
| New Age Alpha Advisors, LLC | 5,285 | $225.2K | 0.01% | −122−2.3% | Reduced |
| Sanctuary Advisors, LLC | 5,264 | $224.3K | 0.00% | +5,264 | New |
| Stephens Inc | 5,181 | $220.8K | 0.00% | +5,181 | New |
| Caitong International Asset Management Co., Ltd | 5,159 | $219.8K | 0.04% | +5,159 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,000 | $213.1K | 0.03% | +5,000 | New |
| Ashton Thomas Private Wealth, LLC | 4,942 | $210.6K | 0.00% | +4,942 | New |
| GTS Securities LLC | 4,860 | $207.1K | 0.01% | +4,860 | New |
| Sawgrass Asset Management LLC | 4,833 | $205.9K | 0.03% | +4,833 | New |
| Captrust Financial Advisors | 4,822 | $205.5K | 0.00% | +4,822 | New |
| HSBC Holdings PLC | 4,810 | $205.0K | 0.00% | −591−10.9% | Reduced |
| Engineers Gate Manager LP | 4,772 | $203.3K | 0.00% | −8,273−63.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,766 | $203.1K | 0.00% | +4,766 | New |
| EverSource Wealth Advisors, LLC | 4,718 | $201.0K | 0.01% | +892+23.3% | Added |
| KBC Group NV | 3,523 | $150.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,298 | $140.5K | 0.00% | −501,591−99.3% | Reduced |
| Vestcor Inc | 3,034 | $129.0K | 0.00% | +3,034 | New |
| GAMMA Investing LLC | 2,910 | $124.0K | 0.01% | +651+28.8% | Added |
| Farther Finance Advisors, LLC | 2,796 | $117.5K | 0.00% | +1,079+62.8% | Added |
| Covestor Ltd | 2,468 | $105.0K | 0.07% | −2,754−52.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,257 | $96.2K | 0.00% | +1,061+88.7% | Added |
| CWM, LLC | 2,169 | $92.4K | 0.00% | +295+15.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,790 | $76.3K | 0.00% | −1,742−49.3% | Reduced |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 1,595 | $68.0K | 0.01% | +508+46.7% | Added |
| Employees Retirement System of Texas | 1,531 | $65.0K | 0.00% | +1,531 | New |
| Bayforest Capital Ltd | 1,503 | $64.0K | 0.07% | +1,503 | New |
| Hantz Financial Services, Inc. | 1,307 | $56.0K | 0.00% | +867+197.0% | Added |
| Nomura Asset Management Co Ltd | 1,310 | $55.8K | 0.00% | +1,310 | New |
| Meeder Asset Management Inc | 1,229 | $52.4K | 0.00% | +1,229 | New |
| Kemnay Advisory Services Inc. | 880 | $37.5K | 0.01% | +339+62.7% | Added |
| Bernard Wealth Management Corp. | 850 | $36.2K | 0.02% | +850 | New |
| Public Employees Retirement System of Ohio | 808 | $34.4K | 0.00% | +112+16.1% | Added |
| Salomon & Ludwin, LLC | 798 | $34.4K | 0.00% | +27+3.5% | Added |
| NBC Securities, Inc. | 763 | $32.5K | 0.00% | −3−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 742 | $31.6K | 0.00% | +54+7.8% | Added |
| SRS Capital Advisors, Inc. | 554 | $30.9K | 0.00% | +445+408.3% | Added |
| GHP Investment Advisors, Inc. | 717 | $30.6K | 0.00% | +717 | New |
| J.Safra Asset Management Corp | 674 | $28.7K | 0.00% | +353+110.0% | Added |
| Quadrant Capital Group LLC | 635 | $27.1K | 0.00% | +635 | New |
| Los Angeles Capital Management LLC | 573 | $24.4K | 0.00% | −2,499−81.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,341 | $24.3K | 0.01% | +1,341 | New |
| Matrix Trust Co | 571 | $24.0K | 0.00% | +18+3.3% | Added |
| SMA Capital LLC | 552 | $23.5K | 0.01% | +552 | New |
| Umb Bank N A | 521 | $22.2K | 0.00% | +92+21.4% | Added |
| Rothschild Investment LLC | 450 | $19.2K | 0.00% | +55+13.9% | Added |
| Kilter Group LLC | 446 | $19.0K | 0.01% | +340+320.8% | Added |
| Parkside Financial Bank & Trust | 442 | $18.8K | 0.00% | +349+375.3% | Added |
| Bessemer Group Inc | 440 | $18.0K | 0.00% | +265+151.4% | Added |
| Root Financial Partners, LLC | 387 | $16.5K | 0.00% | +91+30.7% | Added |
| Optiver Holding B.V. | 375 | $16.0K | 0.00% | +192+104.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 290 | $12.4K | 0.00% | +290 | New |
| Signaturefd, LLC | 282 | $12.0K | 0.00% | +239+555.8% | Added |
| Federation des caisses Desjardins du Quebec | 266 | $11.4K | 0.00% | +166+166.0% | Added |
| Huntington National Bank | 260 | $11.1K | 0.00% | +42+19.3% | Added |
| iA Global Asset Management Inc. | 218 | $9.00K | 0.00% | +218 | New |
| IFP Advisors, Inc | 199 | $8.48K | 0.00% | −2,334−92.1% | Reduced |
| Smartleaf Asset Management LLC | 190 | $7.89K | 0.00% | −255−57.3% | Reduced |
| HighMark Wealth Management LLC | 150 | $6.39K | 0.00% | +150 | New |
| Keating Financial Advisory Services, Inc. | 148 | $6.31K | 0.00% | +109+279.5% | Added |
| Allworth Financial LP | 145 | $6.18K | 0.00% | +88+154.4% | 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 |