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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 18,195 | $1.27M | 0.21% | −154−0.8% | Reduced |
| Brevan Howard Capital Management LP | 18,134 | $1.26M | 0.02% | +18,134 | New |
| Mutual of America Capital Management LLC | 18,116 | $1.26M | 0.01% | +2,967+19.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,924 | $1.25M | 0.00% | +4,684+35.4% | Added |
| Segall Bryant & Hamill, LLC | 17,563 | $1.22M | 0.01% | −40,189−69.6% | Reduced |
| New York Life Investment Management LLC | 17,456 | $1.22M | 0.01% | +17,456 | New |
| Jennison Associates LLC | 16,637 | $1.16M | 0.00% | −2,717−14.0% | Reduced |
| Janney Montgomery Scott LLC | 16,634 | $1.16M | 0.00% | +8,115+95.3% | Added |
| Xponance, Inc. | 15,797 | $1.10M | 0.01% | +3,720+30.8% | Added |
| Cynosure Management, LLC | 15,464 | $1.08M | 0.16% | +5,138+49.8% | Added |
| Walleye Capital LLC | 15,125 | $1.05M | 0.01% | +11,827+358.6% | Added |
| Quantinno Capital Management LP | 14,831 | $1.03M | 0.00% | +4,080+37.9% | Added |
| Ameritas Investment Partners, Inc. | 14,814 | $1.03M | 0.03% | +4,221+39.8% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 14,340 | $1.00M | 0.20% | +14,340 | New |
| Vise Technologies, Inc. | 14,247 | $993.6K | 0.01% | +3,790+36.2% | Added |
| Brinker Capital Investments, LLC | 14,148 | $986.7K | 0.01% | +14,148 | New |
| Swiss Life Asset Management Ltd | 13,980 | $975.0K | 0.00% | +1,325+10.5% | Added |
| Meeder Asset Management Inc | 13,710 | $956.1K | 0.05% | +12,481+1,015.5% | Added |
| Guggenheim Capital LLC | 13,603 | $948.7K | 0.01% | +13,603 | New |
| Highland Capital Management, LLC | 13,456 | $938.4K | 0.04% | −414−3.0% | Reduced |
| Cetera Investment Advisers | 13,446 | $937.7K | 0.00% | +3,681+37.7% | Added |
| Measured Wealth Private Client Group, LLC | 13,375 | $932.8K | 0.23% | −773−5.5% | Reduced |
| Gabelli Funds LLC | 13,250 | $924.1K | 0.01% | +2,100+18.8% | Added |
| Militia Capital Management LLC | 13,031 | $908.8K | 0.16% | −300−2.3% | Reduced |
| Morris Retirement Advisors, LLC | 12,747 | $889.0K | 0.32% | +12,747 | New |
| Tower Research Capital LLC (TRC) | 12,580 | $877.3K | 0.02% | −1,843−12.8% | Reduced |
| National Bank of Canada | 12,475 | $870.1K | 0.00% | +12,475 | New |
| Jacobs Levy Equity Management, Inc | 12,432 | $867.0K | 0.00% | +12,432 | New |
| McGuire Capital Advisors Inc | 12,183 | $849.6K | 0.46% | +785+6.9% | Added |
| Stifel Financial Corp | 12,118 | $845.1K | 0.00% | +715+6.3% | Added |
| Royal Bank of Canada | 12,107 | $845.0K | 0.00% | +6,042+99.6% | Added |
| Baader Bank INC | 12,000 | $836.9K | 0.07% | +6,000+100.0% | Added |
| Securian Asset Management, Inc | 11,675 | $825.3K | 0.03% | +11,675 | New |
| WESPAC Advisors, LLC | 11,714 | $816.9K | 0.40% | +11,714 | New |
| Jones Financial Companies LLLP | 11,759 | $811.1K | 0.00% | +1,009+9.4% | Added |
| CIBC Bancorp USA Inc. | 11,622 | $810.5K | 0.00% | +1,946+20.1% | Added |
| Truist Financial Corp | 11,138 | $776.8K | 0.00% | +936+9.2% | Added |
| JustInvest LLC | 10,994 | $766.7K | 0.01% | +2,076+23.3% | Added |
| Jane Street Group, LLC | 10,590 | $738.5K | 0.00% | +4,784+82.4% | Added |
| Allianz Asset Management GmbH | 9,850 | $686.9K | 0.00% | +9,850 | New |
| Cambridge Investment Research Advisors, Inc. | 9,652 | $673.0K | 0.00% | +199+2.1% | Added |
| Axxcess Wealth Management, LLC | 9,606 | $669.9K | 0.01% | +9,606 | New |
| SG Americas Securities, LLC | 9,557 | $667.0K | 0.00% | −5,955−38.4% | Reduced |
| Prelude Capital Management, LLC | 9,516 | $663.6K | 0.05% | +719+8.2% | Added |
| Encompass More Asset Management | 9,429 | $657.6K | 0.10% | +9,429 | New |
| Profund Advisors LLC | 8,991 | $627.0K | 0.02% | +3,421+61.4% | Added |
| Boothbay Fund Management, LLC | 8,704 | $607.0K | 0.01% | −10,311−54.2% | Reduced |
| Virtus ETF Advisers LLC | 8,380 | $584.4K | 0.22% | +8,380 | New |
| Advisor Group Holdings, Inc. | 8,358 | $582.8K | 0.00% | −20,472−71.0% | Reduced |
| Kovack Advisors, Inc. | 8,287 | $578.5K | 0.03% | +8,287 | New |
| Sawgrass Asset Management LLC | 8,288 | $578.0K | 0.08% | +3,455+71.5% | Added |
| Atria Investments LLC | 8,108 | $565.5K | 0.01% | −1,037−11.3% | Reduced |
| Gateway Investment Advisers LLC | 7,922 | $552.5K | 0.01% | +7,922 | New |
| Evergreen Capital Management LLC | 7,794 | $543.6K | 0.01% | +7,794 | New |
| Hanseatic Management Services Inc | 7,733 | $539.3K | 0.40% | −25−0.3% | Reduced |
| Mariner, LLC | 7,557 | $527.1K | 0.00% | −188−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,345 | $512.2K | 0.01% | +2,403+48.6% | Added |
| Sanctuary Advisors, LLC | 7,226 | $503.9K | 0.00% | +1,962+37.3% | Added |
| iA Global Asset Management Inc. | 7,118 | $496.0K | 0.01% | +6,900+3,165.1% | Added |
| Moran Wealth Management, LLC | 7,068 | $492.9K | 0.01% | +143+2.1% | Added |
| Farther Finance Advisors, LLC | 6,985 | $487.1K | 0.00% | +4,189+149.8% | Added |
| Massachusetts Financial Services Co | 6,982 | $486.9K | 0.00% | +6,982 | New |
| Kestra Private Wealth Services, LLC | 6,813 | $475.1K | 0.01% | +6,813 | New |
| Keebeck Wealth Management, LLC | 6,571 | $458.3K | 0.04% | +6,571 | New |
| DnB Asset Management AS | 6,455 | $450.2K | 0.00% | −1,137−15.0% | Reduced |
| MML Investors Services, LLC | 6,391 | $445.7K | 0.00% | +6,391 | New |
| US Bancorp | 6,272 | $437.4K | 0.00% | −1,482−19.1% | Reduced |
| Assenagon Asset Management S.A. | 6,254 | $436.2K | 0.00% | −25,228−80.1% | Reduced |
| Ensign Peak Advisors, Inc | 6,250 | $435.9K | 0.00% | +6,250 | New |
| Abel Hall, LLC | 6,242 | $435.3K | 0.08% | +85+1.4% | Added |
| Concurrent Investment Advisors, LLC | 6,165 | $429.9K | 0.00% | −4,286−41.0% | Reduced |
| Asset Management One Co.,Ltd. | 6,137 | $428.0K | 0.00% | +6,137 | New |
| 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 |
| 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 |
| CIBC Asset Management Inc | 5,985 | $417.4K | 0.00% | +5,985 | New |
| Mercer Global Advisors Inc | 5,889 | $410.7K | 0.00% | +5,889 | New |
| Balboa Wealth Partners | 5,883 | $410.3K | 0.06% | −1,087−15.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,609 | $391.0K | 0.09% | −16,181−74.3% | Reduced |
| Vident Advisory, LLC | 5,596 | $390.3K | 0.00% | +250+4.7% | Added |
| Captrust Financial Advisors | 5,586 | $389.6K | 0.00% | +764+15.8% | Added |
| Glenmede Trust Co NA | 5,540 | $386.4K | 0.00% | +5,540 | New |
| Equitable Holdings, Inc. | 5,434 | $379.0K | 0.00% | +5,434 | New |
| Comprehensive Financial Planning, Inc. | 5,378 | $375.1K | 0.20% | +5,378 | New |
| Nykredit A/S | 5,306 | $370.0K | 0.00% | +5,306 | New |
| Capstone Investment Advisors, LLC | 5,265 | $367.2K | 0.00% | −2,283−30.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,262 | $367.0K | 0.00% | +496+10.4% | Added |
| Aigen Investment Management, LP | 5,237 | $365.2K | 0.10% | +5,237 | New |
| Stephens Inc | 5,181 | $361.3K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,151 | $359.3K | 0.09% | +5,151 | New |
| New Age Alpha Advisors, LLC | 5,073 | $353.8K | 0.02% | −212−4.0% | Reduced |
| Everence Capital Management Inc | 5,022 | $350.0K | 0.02% | +5,022 | New |
| IMC-Chicago, LLC | 4,910 | $342.4K | 0.00% | +4,910 | New |
| KBC Group NV | 4,900 | $342.0K | 0.00% | +1,377+39.1% | Added |
| Nisa Investment Advisors, LLC | 4,794 | $334.3K | 0.00% | +2,537+112.4% | Added |
| Brucke Financial, Inc. | 4,728 | $329.7K | 0.15% | +4,728 | New |
| Vinva Investment Management Ltd | 3,227 | $323.5K | 0.00% | +3,227 | New |
| EverSource Wealth Advisors, LLC | 4,624 | $322.5K | 0.01% | −94−2.0% | Reduced |
| Los Angeles Capital Management LLC | 4,589 | $320.0K | 0.00% | +4,016+700.9% | Added |