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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; 423 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, Q2 2026

Institutional positions in BrightSpring Health Services, Inc. as of Jun 30, 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
423
+87 vs. Q1 2026
Shares held
207.8M
−1.23M (−0.6%) vs. Q1 2026
Total value
$14.4B
+$5.50B (+61.9%) vs. Q1 2026
New holders
126
184 more added
Sold out
39
85 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 423 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 86 institutionsQ2 2024: 96 institutionsQ3 2024: 129 institutionsQ4 2024: 137 institutionsQ1 2025: 163 institutionsQ2 2025: 201 institutionsQ3 2025: 228 institutionsQ4 2025: 286 institutionsQ1 2026: 338 institutionsQ2 2026: 423 institutions
Value heldQ2 2026: $14.4B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $2.12BQ2 2024: $2.23BQ3 2024: $2.89BQ4 2024: $3.35BQ1 2025: $3.54BQ2 2025: $4.79BQ3 2025: $6.14BQ4 2025: $7.90BQ1 2026: $8.90BQ2 2026: $14.4B
Institutions holding BTSG and their total value by quarter
QuarterHoldersValue
Q2 2026423$14.4B
Q1 2026338$8.90B
Q4 2025286$7.90B
Q3 2025228$6.14B
Q2 2025201$4.79B
Q1 2025163$3.54B
Q4 2024137$3.35B
Q3 2024129$2.89B
Q2 202496$2.23B
Q1 202486$2.12B
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q1 2026.

Institutions holding BTSG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%+8New
Navigoe, LLC7$00.00%+7New
Addison Advisors LLC0$290.00%0New
Raffa Wealth Management, LLC1$700.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$700.00%+1New
Dunhill Financial, LLC1$1200.00%00.0%Unchanged
Medallion Wealth Advisors, LLC3$2090.00%+3New
American Capital Advisory, LLC4$2790.00%00.0%Unchanged
DecisionPoint Financial, LLC4$2800.00%+4New
Caitong International Asset Management Co., Ltd6$4180.00%−5,153−99.9%Reduced
Abound Wealth Management8$5580.00%00.0%Unchanged
Hughes Financial Services, LLC8$5580.00%+1+14.3%Added
Bogart Wealth, LLC8$5580.00%+8New
Davis Capital Management9$6280.00%+9New
LRI Investments, LLC9$6280.00%+9New
CoreCap Advisors, LLC11$7670.00%+11New
HFM Investment Advisors, LLC13$9070.00%+8+160.0%Added
Noble Wealth Management PBC13$9070.00%+13New
Bay Harbor Wealth Management, LLC15$1.05K0.00%+4+36.4%Added
Ankerstar Wealth, LLC16$1.12K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$1.19K0.00%+4+30.8%Added
Dogwood Wealth Management LLC18$1.25K0.00%+18New
Prestige Wealth Management Group LLC18$1.26K0.00%+12+200.0%Added
SJS Investment Consulting Inc.20$1.40K0.00%00.0%Unchanged
Quarry LP23$1.60K0.00%+23New
Gilpin Wealth Management, LLC24$1.67K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd25$1.74K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC25$1.74K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC25$1.74K0.00%+25New
Creative Capital Management Investments LLC27$1.88K0.00%+27New
Harbour Investments, Inc.28$1.95K0.00%+28New
Silver Grove Financial Group, Inc.30$2.09K0.00%+30New
Essential Partners LLC37$2.58K0.00%00.0%Unchanged
Rialto Wealth Management, LLC37$2.58K0.00%+15+68.2%Added
Action Point Financial Planning, LLC44$2.93K0.00%+44New
South State Corp.42$2.93K0.00%00.0%Unchanged
Rossby Financial, LCC52$3.63K0.00%+38+271.4%Added
Farmers & Merchants Investments Inc55$3.84K0.00%00.0%Unchanged
Zions Bancorporation, National Association58$4.04K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.61$4.25K0.00%−6−9.0%Reduced
Marquette Asset Management, LLC64$4.46K0.00%00.0%Unchanged
Fortitude Family Office, LLC72$5.02K0.00%+11+18.0%Added
Wolff Wiese Magana LLC85$5.93K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC93$6.49K0.00%+26+38.8%Added
Private Wealth Management Group, LLC112$7.81K0.00%00.0%Unchanged
Massmutual Trust Co FSB113$7.88K0.00%+25+28.4%Added
Hollencrest Capital Management120$8.37K0.00%+120New
UMA Financial Services, Inc.128$8.93K0.00%+9+7.6%Added
CVA Family Office, LLC133$9.28K0.00%+30+29.1%Added
Migdal Insurance & Financial Holdings Ltd.149$10.4K0.00%+149New
HighMark Wealth Management LLC150$10.5K0.00%00.0%Unchanged
Private Trust Co NA152$10.6K0.00%+152New
Picton Mahoney Asset Management160$11.2K0.00%+160New
Accent Capital Management, LLC170$11.9K0.01%+170New
Keating Financial Advisory Services, Inc.177$12.3K0.00%+29+19.6%Added
Rakuten Securities, Inc.180$12.6K0.00%+168+1,400.0%Added
Smartleaf Asset Management LLC190$13.1K0.00%00.0%Unchanged
WPG Advisers, LLC196$13.7K0.01%+196New
Clearstead Advisors, LLC257$17.9K0.00%+257New
Bare Financial Services, Inc258$18.0K0.00%+120+87.0%Added
Huntington National Bank260$18.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust296$20.6K0.00%−146−33.0%Reduced
Larson Financial Group LLC320$22.3K0.00%+221+223.2%Added
J.Safra Asset Management Corp334$23.3K0.00%−340−50.4%Reduced
Whittier Trust Co of Nevada Inc346$24.3K0.00%+346New
Allworth Financial LP405$28.2K0.00%+260+179.3%Added
Signaturefd, LLC414$28.9K0.00%+132+46.8%Added
SMA Capital LLC447$31.2K0.01%−105−19.0%Reduced
Rothschild Investment LLC450$31.4K0.00%00.0%Unchanged
SBI Securities Co., Ltd.502$35.0K0.00%+364+263.8%Added
Penserra Capital Management LLC524$36.0K0.00%+524New
Parallel Advisors, LLC588$41.0K0.00%+516+716.7%Added
IFP Advisors, Inc606$42.3K0.00%+407+204.5%Added
Umb Bank N A614$42.8K0.00%+93+17.9%Added
Toronto Dominion Bank653$45.0K0.00%+653New
GHP Investment Advisors, Inc.717$50.0K0.00%00.0%Unchanged
Kilter Group LLC722$50.4K0.02%+276+61.9%Added
NBC Securities, Inc.755$52.7K0.00%−8−1.0%Reduced
Bernard Wealth Management Corp.850$59.3K0.02%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S865$60.0K0.00%+865New
SRS Capital Advisors, Inc.888$61.9K0.00%+334+60.3%Added
Public Employees Retirement System of Ohio900$62.8K0.00%+92+11.4%Added
Bryn Mawr Trust Co900$62.8K0.00%+900New
Salomon & Ludwin, LLC1,268$88.6K0.01%+470+58.9%Added
Harbor Investment Advisory, LLC1,300$90.7K0.01%+1,300New
Optiver Holding B.V.1,409$98.3K0.00%+1,034+275.7%Added
Steward Partners Investment Advisory, LLC1,448$101.0K0.00%+1,448New
Covestor Ltd1,451$101.0K0.06%−1,017−41.2%Reduced
Hantz Financial Services, Inc.1,450$101.0K0.00%+143+10.9%Added
Employees Retirement System of Texas1,531$107.0K0.00%00.0%Unchanged
Twin Tree Management, LP1,935$134.9K0.02%−3,764−66.0%Reduced
Exchange Traded Concepts, LLC2,081$145.1K0.00%+323+18.4%Added
Horizon Investments, LLC2,081$145.1K0.00%+323+18.4%Added
Group One Trading, L.P.2,086$145.5K0.00%+2,086New
Pinnacle Wealth Planning Services, Inc.2,166$151.1K0.01%+571+35.8%Added
Bartlett & Co. Wealth Management LLC2,649$184.7K0.00%+2,649New
Rockefeller Capital Management L.P.2,678$186.8K0.00%+1,936+260.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,888$201.4K0.01%+2,888New
Evolve Private Wealth, LLC2,929$204.3K0.01%+2,929New
Guilbault Capital LLC2,940$205.0K0.21%+2,940New