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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 423 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding BrightSpring Health Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 3,000 | $209.2K | 0.01% | +3,000 | New |
| O'Shaughnessy Asset Management, LLC | 3,004 | $209.5K | 0.00% | +3,004 | New |
| Vestcor Inc | 3,034 | $212.0K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,040 | $212.0K | 0.05% | +3,040 | New |
| nVerses Capital, LLC | 3,066 | $213.8K | 0.33% | +3,066 | New |
| Engineers Gate Manager LP | 3,091 | $215.6K | 0.00% | −1,681−35.2% | Reduced |
| Caledonia (Private) Investments Pty Ltd | 3,092 | $215.6K | 0.01% | +3,092 | New |
| Jupiter Asset Management Ltd | 3,167 | $220.9K | 0.00% | +3,167 | New |
| Coastal Bridge Advisors, LLC | 3,213 | $224.1K | 0.01% | +3,213 | New |
| Bayforest Capital Ltd | 3,218 | $224.4K | 0.21% | +1,715+114.1% | Added |
| Blueshift Asset Management, LLC | 3,273 | $228.3K | 0.05% | −17,460−84.2% | Reduced |
| Kemnay Advisory Services Inc. | 3,401 | $237.2K | 0.03% | +2,521+286.5% | Added |
| Oxford Asset Management LLP | 3,429 | $239.1K | 0.12% | +3,429 | New |
| Crossmark Global Holdings, Inc. | 3,451 | $240.7K | 0.00% | +3,451 | New |
| Amundi | 3,646 | $254.3K | 0.00% | +3,646 | New |
| Sequoia Financial Advisors, LLC | 3,683 | $256.9K | 0.00% | +3,683 | New |
| GAMMA Investing LLC | 3,721 | $259.5K | 0.01% | +811+27.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,640 | $260.0K | 0.00% | +3,640 | New |
| Scientech Research LLC | 3,795 | $264.7K | 0.21% | +3,795 | New |
| Graham Capital Management, L.P. | 4,310 | $300.6K | 0.01% | +4,310 | New |
| Shelton Capital Management | 4,356 | $303.8K | 0.01% | +4,356 | New |
| CAPROCK Group, Inc. | 4,433 | $309.2K | 0.01% | +4,433 | New |
| Voleon Capital Management LP | 4,547 | $317.1K | 0.01% | +4,547 | New |
| Los Angeles Capital Management LLC | 4,589 | $320.0K | 0.00% | +4,016+700.9% | Added |
| EverSource Wealth Advisors, LLC | 4,624 | $322.5K | 0.01% | −94−2.0% | Reduced |
| Vinva Investment Management Ltd | 3,227 | $323.5K | 0.00% | +3,227 | New |
| Brucke Financial, Inc. | 4,728 | $329.7K | 0.15% | +4,728 | New |
| Nisa Investment Advisors, LLC | 4,794 | $334.3K | 0.00% | +2,537+112.4% | Added |
| KBC Group NV | 4,900 | $342.0K | 0.00% | +1,377+39.1% | Added |
| IMC-Chicago, LLC | 4,910 | $342.4K | 0.00% | +4,910 | New |
| Everence Capital Management Inc | 5,022 | $350.0K | 0.02% | +5,022 | New |
| New Age Alpha Advisors, LLC | 5,073 | $353.8K | 0.02% | −212−4.0% | Reduced |
| Revisor Wealth Management LLC | 5,151 | $359.3K | 0.09% | +5,151 | New |
| Stephens Inc | 5,181 | $361.3K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,237 | $365.2K | 0.10% | +5,237 | New |
| Cullen/Frost Bankers, Inc. | 5,262 | $367.0K | 0.00% | +496+10.4% | Added |
| Capstone Investment Advisors, LLC | 5,265 | $367.2K | 0.00% | −2,283−30.2% | Reduced |
| Nykredit A/S | 5,306 | $370.0K | 0.00% | +5,306 | New |
| Comprehensive Financial Planning, Inc. | 5,378 | $375.1K | 0.20% | +5,378 | New |
| Equitable Holdings, Inc. | 5,434 | $379.0K | 0.00% | +5,434 | New |
| Glenmede Trust Co NA | 5,540 | $386.4K | 0.00% | +5,540 | New |
| Captrust Financial Advisors | 5,586 | $389.6K | 0.00% | +764+15.8% | Added |
| Vident Advisory, LLC | 5,596 | $390.3K | 0.00% | +250+4.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,609 | $391.0K | 0.09% | −16,181−74.3% | Reduced |
| Balboa Wealth Partners | 5,883 | $410.3K | 0.06% | −1,087−15.6% | Reduced |
| Mercer Global Advisors Inc | 5,889 | $410.7K | 0.00% | +5,889 | New |
| CIBC Asset Management Inc | 5,985 | $417.4K | 0.00% | +5,985 | New |
| Hohimer Wealth Management, LLC | 5,996 | $418.2K | 0.04% | +18+0.3% | Added |
| Globeflex Capital L P | 5,996 | $418.2K | 0.05% | +132+2.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 6,000 | $418.4K | 0.06% | +1,000+20.0% | Added |
| Aviance Capital Partners, LLC | 6,000 | $418.4K | 0.04% | +6,000 | New |
| Asset Management One Co.,Ltd. | 6,137 | $428.0K | 0.00% | +6,137 | New |
| Concurrent Investment Advisors, LLC | 6,165 | $429.9K | 0.00% | −4,286−41.0% | Reduced |
| Abel Hall, LLC | 6,242 | $435.3K | 0.08% | +85+1.4% | Added |
| Ensign Peak Advisors, Inc | 6,250 | $435.9K | 0.00% | +6,250 | New |
| Assenagon Asset Management S.A. | 6,254 | $436.2K | 0.00% | −25,228−80.1% | Reduced |
| US Bancorp | 6,272 | $437.4K | 0.00% | −1,482−19.1% | Reduced |
| MML Investors Services, LLC | 6,391 | $445.7K | 0.00% | +6,391 | New |
| DnB Asset Management AS | 6,455 | $450.2K | 0.00% | −1,137−15.0% | Reduced |
| Keebeck Wealth Management, LLC | 6,571 | $458.3K | 0.04% | +6,571 | New |
| Kestra Private Wealth Services, LLC | 6,813 | $475.1K | 0.01% | +6,813 | New |
| Massachusetts Financial Services Co | 6,982 | $486.9K | 0.00% | +6,982 | New |
| Farther Finance Advisors, LLC | 6,985 | $487.1K | 0.00% | +4,189+149.8% | Added |
| Moran Wealth Management, LLC | 7,068 | $492.9K | 0.01% | +143+2.1% | Added |
| iA Global Asset Management Inc. | 7,118 | $496.0K | 0.01% | +6,900+3,165.1% | Added |
| Sanctuary Advisors, LLC | 7,226 | $503.9K | 0.00% | +1,962+37.3% | Added |
| Ashton Thomas Private Wealth, LLC | 7,345 | $512.2K | 0.01% | +2,403+48.6% | Added |
| Mariner, LLC | 7,557 | $527.1K | 0.00% | −188−2.4% | Reduced |
| Hanseatic Management Services Inc | 7,733 | $539.3K | 0.40% | −25−0.3% | Reduced |
| Evergreen Capital Management LLC | 7,794 | $543.6K | 0.01% | +7,794 | New |
| Gateway Investment Advisers LLC | 7,922 | $552.5K | 0.01% | +7,922 | New |
| Atria Investments LLC | 8,108 | $565.5K | 0.01% | −1,037−11.3% | Reduced |
| Sawgrass Asset Management LLC | 8,288 | $578.0K | 0.08% | +3,455+71.5% | Added |
| Kovack Advisors, Inc. | 8,287 | $578.5K | 0.03% | +8,287 | New |
| Advisor Group Holdings, Inc. | 8,358 | $582.8K | 0.00% | −20,472−71.0% | Reduced |
| Virtus ETF Advisers LLC | 8,380 | $584.4K | 0.22% | +8,380 | New |
| Boothbay Fund Management, LLC | 8,704 | $607.0K | 0.01% | −10,311−54.2% | Reduced |
| Profund Advisors LLC | 8,991 | $627.0K | 0.02% | +3,421+61.4% | Added |
| Encompass More Asset Management | 9,429 | $657.6K | 0.10% | +9,429 | New |
| Prelude Capital Management, LLC | 9,516 | $663.6K | 0.05% | +719+8.2% | Added |
| SG Americas Securities, LLC | 9,557 | $667.0K | 0.00% | −5,955−38.4% | Reduced |
| Axxcess Wealth Management, LLC | 9,606 | $669.9K | 0.01% | +9,606 | New |
| Cambridge Investment Research Advisors, Inc. | 9,652 | $673.0K | 0.00% | +199+2.1% | Added |
| Allianz Asset Management GmbH | 9,850 | $686.9K | 0.00% | +9,850 | New |
| Jane Street Group, LLC | 10,590 | $738.5K | 0.00% | +4,784+82.4% | Added |
| JustInvest LLC | 10,994 | $766.7K | 0.01% | +2,076+23.3% | Added |
| Truist Financial Corp | 11,138 | $776.8K | 0.00% | +936+9.2% | Added |
| CIBC Bancorp USA Inc. | 11,622 | $810.5K | 0.00% | +1,946+20.1% | Added |
| Jones Financial Companies LLLP | 11,759 | $811.1K | 0.00% | +1,009+9.4% | Added |
| WESPAC Advisors, LLC | 11,714 | $816.9K | 0.40% | +11,714 | New |
| Securian Asset Management, Inc | 11,675 | $825.3K | 0.03% | +11,675 | New |
| Baader Bank INC | 12,000 | $836.9K | 0.07% | +6,000+100.0% | Added |
| Royal Bank of Canada | 12,107 | $845.0K | 0.00% | +6,042+99.6% | Added |
| Stifel Financial Corp | 12,118 | $845.1K | 0.00% | +715+6.3% | Added |
| McGuire Capital Advisors Inc | 12,183 | $849.6K | 0.46% | +785+6.9% | Added |
| Jacobs Levy Equity Management, Inc | 12,432 | $867.0K | 0.00% | +12,432 | New |
| National Bank of Canada | 12,475 | $870.1K | 0.00% | +12,475 | New |
| Tower Research Capital LLC (TRC) | 12,580 | $877.3K | 0.02% | −1,843−12.8% | Reduced |
| Morris Retirement Advisors, LLC | 12,747 | $889.0K | 0.32% | +12,747 | New |
| Militia Capital Management LLC | 13,031 | $908.8K | 0.16% | −300−2.3% | Reduced |