BrightSpring Health Services BTSG Institutional Ownership

NASDAQ BTSG

$60.73 -0.70 (-1.14%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

423 Institutions

Increased 308 72.8%

Unchanged 30 7.1%

Reduced 85 20.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.54%

▼-0.58 pp QoQ

Shares Held by Institutions

209.21Mn

of 206.04Mn outstanding

▲+1.60% QoQ

Shares Outstanding

206.04Mn

-3.17Mn held outside 13F filers

Institutional Investors

423

filed 13F for Jun 2026

▲+88 vs prior quarter

Net Shares Added (QoQ)

+3.29Mn

accumulated since last quarter

Value of Holdings

$12.71Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

BrightSpring Health Services, Inc. (NASDAQ:BTSG) appears in 423 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 101.5% of outstanding shares in June 2026, down from 102.1% in March 2026.
They increased total shares held in BrightSpring Health Services by 1.6% from the prior quarter, while the number of investors in BTSG increased 112.56% year over year.
Of these 423 holders, 308 added to their stakes in BrightSpring Health Services, 85 trimmed positions, and 30 made no changes.
Institutional investors collectively held 209.21Mn shares in BrightSpring Health Services as of June 2026, up by 3.29Mn shares quarter on quarter, and up 6.29Mn shares year over year.
Kohlberg Kravis Roberts & Co. L.P. leads ownership in BTSG with 26.83Mn shares as of June 30, 2026, equal to 13.02% of outstanding shares.
The largest buyers of BrightSpring Health Services for the quarter ending June 2026 were BlackRock, Inc. (4.43Mn), AMERICAN CENTURY COMPANIES INC (3.29Mn), NORGES BANK (1.96Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.91Mn), Sixth Street Partners Management Company, L.P. (1.89Mn).
The largest sales of BTSG for the quarter ending June 2026 came from Kohlberg Kravis Roberts & Co. L.P. (14.99Mn), FMR LLC (7.59Mn), CITADEL ADVISORS LLC (2.57Mn), T. Rowe Price Investment Management, Inc. (1.59Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.46Mn).
Per Business Quant, the top 10 investors in BTSG for the quarter ending June 2026 include Kohlberg Kravis Roberts & Co. L.P. (26.83Mn), BlackRock, Inc. (24.03Mn), FMR LLC (13.39Mn), Invesco Ltd. (11.94Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (9.95Mn), PRICE T ROWE ASSOCIATES INC /MD/ (9.9Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.31Mn), State Street Corp (6.26Mn), T. Rowe Price Investment Management, Inc. (6.04Mn), GEODE CAPITAL MANAGEMENT, LLC (5.18Mn).

Form 13F Holdings

423 Institutional Holders

Report period 30 Jun, 2026

Total shares held 209.21Mn

Of outstanding 101.54%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Kohlberg Kravis Roberts & Co. L.P.	0001399770	26,829,880	13.02%	▼14,994,379	-35.85%	$1.87Bn
2	BlackRock, Inc.	0002012383	24,027,537	11.66%	▲4,425,378	+22.58%	$1.68Bn
3	FMR LLC	0000315066	13,393,155	6.50%	▼7,585,378	-36.16%	$934.04Mn
4	Invesco Ltd.	0000914208	11,942,017	5.80%	▲459,861	+4.01%	$832.84Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	9,946,458	4.83%	▲1,913,688	+23.82%	$693.67Mn
6	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	9,898,862	4.80%	▼774,799	-7.26%	$690.35K
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	7,312,566	3.55%	▲1,016,820	+16.15%	$509.98Mn
8	State Street Corp	0000093751	6,263,316	3.04%	▲1,329,375	+26.94%	$436.80Mn
9	T. Rowe Price Investment Management, Inc.	0001897612	6,041,971	2.93%	▼1,587,180	-20.80%	$421.37K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,183,124	2.52%	▲1,618,171	+45.39%	$375.85Mn
11	ALLIANCEBERNSTEIN L.P.	0001109448	4,320,642	2.10%	▲770,208	+21.69%	$184.10Mn
12	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	3,432,423	1.67%	▼826,842	-19.41%	$239.38Mn
13	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	3,360,970	1.63%	▲109,579	+3.37%	$234.39Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	3,291,039	1.60%	▲3,291,039	0.00%	$229.52Mn
15	DIMENSIONAL FUND ADVISORS LP	0000354204	2,738,751	1.33%	▼154,028	-5.32%	$190.99Mn
16	MARSHALL WACE, LLP	0001318757	2,636,177	1.28%	▼18,181	-0.68%	$183.85Mn
17	Morgan Stanley	0000895421	2,167,944	1.05%	▲1,103,929	+103.75%	$151.19Mn
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	2,093,256	1.02%	▲722,816	+52.74%	$145.98Mn
19	BROWN ADVISORY INC	0001345929	1,958,436	0.95%	▼208,289	-9.61%	$136.58Mn
20	NORGES BANK	0001374170	1,955,905	0.95%	▲1,955,905	0.00%	$136.40Mn

Showing 1 to 20 of 423 holders