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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 13,250 | $924.1K | 0.01% | +2,100+18.8% | Added |
| Measured Wealth Private Client Group, LLC | 13,375 | $932.8K | 0.23% | −773−5.5% | Reduced |
| Cetera Investment Advisers | 13,446 | $937.7K | 0.00% | +3,681+37.7% | Added |
| Highland Capital Management, LLC | 13,456 | $938.4K | 0.04% | −414−3.0% | Reduced |
| Guggenheim Capital LLC | 13,603 | $948.7K | 0.01% | +13,603 | New |
| Meeder Asset Management Inc | 13,710 | $956.1K | 0.05% | +12,481+1,015.5% | Added |
| Swiss Life Asset Management Ltd | 13,980 | $975.0K | 0.00% | +1,325+10.5% | Added |
| Brinker Capital Investments, LLC | 14,148 | $986.7K | 0.01% | +14,148 | New |
| Vise Technologies, Inc. | 14,247 | $993.6K | 0.01% | +3,790+36.2% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 14,340 | $1.00M | 0.20% | +14,340 | New |
| Ameritas Investment Partners, Inc. | 14,814 | $1.03M | 0.03% | +4,221+39.8% | Added |
| Quantinno Capital Management LP | 14,831 | $1.03M | 0.00% | +4,080+37.9% | Added |
| Walleye Capital LLC | 15,125 | $1.05M | 0.01% | +11,827+358.6% | Added |
| Cynosure Management, LLC | 15,464 | $1.08M | 0.16% | +5,138+49.8% | Added |
| Xponance, Inc. | 15,797 | $1.10M | 0.01% | +3,720+30.8% | Added |
| Janney Montgomery Scott LLC | 16,634 | $1.16M | 0.00% | +8,115+95.3% | Added |
| Jennison Associates LLC | 16,637 | $1.16M | 0.00% | −2,717−14.0% | Reduced |
| New York Life Investment Management LLC | 17,456 | $1.22M | 0.01% | +17,456 | New |
| Segall Bryant & Hamill, LLC | 17,563 | $1.22M | 0.01% | −40,189−69.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,924 | $1.25M | 0.00% | +4,684+35.4% | Added |
| Mutual of America Capital Management LLC | 18,116 | $1.26M | 0.01% | +2,967+19.6% | Added |
| Brevan Howard Capital Management LP | 18,134 | $1.26M | 0.02% | +18,134 | New |
| Westover Capital Advisors, LLC | 18,195 | $1.27M | 0.21% | −154−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 21,524 | $1.50M | 0.00% | +7,912+58.1% | Added |
| Sterling Capital Management LLC | 22,128 | $1.54M | 0.03% | −263−1.2% | Reduced |
| Maryland State Retirement & Pension System | 22,969 | $1.60M | 0.03% | +3,677+19.1% | Added |
| ProShare Advisors LLC | 23,221 | $1.62M | 0.00% | +3,108+15.5% | Added |
| Allstate Corp | 23,355 | $1.63M | 0.02% | +218+0.9% | Added |
| Pictet Asset Management Holding SA | 23,365 | $1.63M | 0.00% | −843−3.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,483 | $1.64M | 0.00% | +23,483 | New |
| SMART Wealth LLC | 23,639 | $1.65M | 0.36% | +15,518+191.1% | Added |
| Legacy Capital Group California, Inc. | 23,754 | $1.66M | 0.50% | +23,754 | New |
| Legacy Financial Independent Advisors LLC | 24,470 | $1.71M | 0.80% | +452+1.9% | Added |
| State Board of Administration of Florida Retirement System | 25,811 | $1.80M | 0.00% | +11,727+83.3% | Added |
| Ellsworth Advisors, LLC | 27,180 | $1.86M | 0.30% | −1,815−6.3% | Reduced |
| Susquehanna International Group, LLP | 27,074 | $1.89M | 0.00% | −26,184−49.2% | Reduced |
| BNP Paribas Arbitrage, SA | 28,039 | $1.96M | 0.00% | −1,312−4.5% | Reduced |
| Pathstone Holdings, LLC | 28,483 | $1.99M | 0.01% | +9,544+50.4% | Added |
| Global Retirement Partners, LLC | 28,508 | $1.99M | 0.03% | +28,508 | New |
| Ausbil Investment Management Ltd | 28,709 | $2.01M | 0.91% | +28,709 | New |
| D. E. Shaw & Co., Inc. | 29,909 | $2.09M | 0.00% | −46,872−61.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 30,000 | $2.09M | 0.18% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 30,511 | $2.13M | 1.06% | −5,280−14.8% | Reduced |
| Teacher Retirement System of Texas | 30,581 | $2.13M | 0.01% | +733+2.5% | Added |
| Harbour Capital Advisors, LLC | 31,400 | $2.24M | 0.41% | +5,300+20.3% | Added |
| Americana Partners, LLC | 32,333 | $2.25M | 0.05% | +32,333 | New |
| KLP Kapitalforvaltning AS | 32,800 | $2.29M | 0.01% | +1,100+3.5% | Added |
| Csenge Advisory Group | 33,552 | $2.34M | 0.10% | +33,552 | New |
| OP Asset Management Ltd | 34,642 | $2.42M | 0.03% | +16,966+96.0% | Added |
| Intech Investment Management LLC | 34,705 | $2.42M | 0.02% | +6,348+22.4% | Added |
| HighTower Advisors, LLC | 35,677 | $2.49M | 0.00% | +130.0% | Added |
| Teachers Retirement System of the State of Kentucky | 35,800 | $2.50M | 0.02% | +3,000+9.1% | Added |
| Oregon Public Employees Retirement Fund | 35,900 | $2.50M | 0.03% | +5,600+18.5% | Added |
| Vanguard Investments Australia, Ltd. | 36,877 | $2.57M | 0.01% | +925+2.6% | Added |
| Handelsbanken Fonder AB | 36,900 | $2.57M | 0.01% | +10,700+40.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,508 | $2.62M | 0.01% | +4,772+14.6% | Added |
| Virtue Capital Management, LLC | 37,766 | $2.63M | 0.35% | +5,296+16.3% | Added |
| L & S Advisors Inc | 37,941 | $2.65M | 0.27% | −18,890−33.2% | Reduced |
| Arizona State Retirement System | 39,976 | $2.79M | 0.01% | +423+1.1% | Added |
| STRS Ohio | 41,100 | $2.87M | 0.01% | +30,800+299.0% | Added |
| New York State Teachers Retirement System | 41,113 | $2.87M | 0.01% | +9,851+31.5% | Added |
| Calamos Advisors LLC | 41,304 | $2.88M | 0.01% | +41,304 | New |
| Cookson Peirce & Co Inc | 42,208 | $2.94M | 0.10% | +4,647+12.4% | Added |
| Amalgamated Bank | 42,614 | $2.97M | 0.02% | +5,305+14.2% | Added |
| Yousif Capital Management, LLC | 43,186 | $3.01M | 0.03% | +6,677+18.3% | Added |
| BCJ Capital Management, LLC | 43,373 | $3.02M | 0.15% | +43,373 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 44,524 | $3.11M | 0.00% | −1,455,476−97.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 48,144 | $3.36M | 0.03% | +13,053+37.2% | Added |
| State of New Jersey Common Pension Fund D | 48,210 | $3.36M | 0.01% | −6,911−12.5% | Reduced |
| Quantbot Technologies LP | 48,569 | $3.39M | 0.13% | +48,569 | New |
| Caxton Associates LLP | 49,390 | $3.44M | 0.06% | +41,328+512.6% | Added |
| Smith Group Asset Management, LLC | 49,734 | $3.47M | 0.14% | −3,436−6.5% | Reduced |
| Trexquant Investment LP | 49,872 | $3.48M | 0.02% | −410,013−89.2% | Reduced |
| Formula Growth Ltd | 50,344 | $3.51M | 1.23% | −19,334−27.7% | Reduced |
| Canada Pension Plan Investment Board | 51,300 | $3.58M | 0.00% | +43,900+593.2% | Added |
| Creative Planning | 51,960 | $3.62M | 0.00% | +16,252+45.5% | Added |
| Virginia Retirement Systems Et Al | 53,050 | $3.70M | 0.02% | +12,200+29.9% | Added |
| State of Tennessee, Treasury Department | 53,231 | $3.71M | 0.01% | −6,382−10.7% | Reduced |
| Bank of Montreal | 55,769 | $3.89M | 0.00% | +3,820+7.4% | Added |
| Natixis Advisors, L.P. | 56,283 | $3.92M | 0.00% | +10,299+22.4% | Added |
| New York State Common Retirement Fund | 58,101 | $4.05M | 0.01% | +16,946+41.2% | Added |
| Legato Capital Management LLC | 59,500 | $4.15M | 0.34% | +3,320+5.9% | Added |
| Nomura Asset Management International Inc. | 60,207 | $4.20M | 0.01% | +60,207 | New |
| Bellars Harris Wealth Management, LLC | 63,001 | $4.39M | 0.89% | +63,001 | New |
| State of Alaska, Department of Revenue | 63,193 | $4.41M | 0.04% | −13,256−17.3% | Reduced |
| Armistice Capital, LLC | 63,409 | $4.42M | 0.12% | +63,409 | New |
| Vanguard Global Advisers, LLC | 65,891 | $4.60M | 0.00% | +9,480+16.8% | Added |
| Toroso Investments, LLC | 68,900 | $4.81M | 0.01% | +44,828+186.2% | Added |
| Louisiana State Employees Retirement System | 69,300 | $4.83M | 0.07% | +10,600+18.1% | Added |
| Man Group plc | 70,628 | $4.93M | 0.01% | −39,212−35.7% | Reduced |
| FORA Capital, LLC | 71,079 | $4.96M | 0.34% | +34,282+93.2% | Added |
| Arete Wealth Advisors, LLC | 72,482 | $5.05M | 0.33% | +14,435+24.9% | Added |
| Royce & Associates LP | 73,017 | $5.09M | 0.04% | −37,009−33.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 75,172 | $5.24M | 0.01% | +14,699+24.3% | Added |
| Russell Investments Group, Ltd. | 78,310 | $5.46M | 0.00% | +56,019+251.3% | Added |
| Capricorn Fund Managers Ltd | 78,718 | $5.49M | 0.44% | −27,478−25.9% | Reduced |
| LPL Financial LLC | 80,323 | $5.60M | 0.00% | +16,580+26.0% | Added |
| Renaissance Capital LLC | 81,210 | $5.66M | 3.12% | +20,291+33.3% | Added |
| AQR Capital Management LLC | 86,254 | $6.02M | 0.00% | −7,147−7.7% | Reduced |
| Aquatic Capital Management LLC | 90,292 | $6.30M | 0.22% | +65,871+269.7% | Added |