Security Snapshot

BrightSpring Health Services, Inc. - Common Stock (BTSG) Institutional Ownership

CUSIP: 10950A106

13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

281

Shares (Excl. Options)

210,788,017

Price

$37.45

Type / Class
Equity / Common Stock
Symbol
BTSG on Nasdaq
Shares outstanding
194,008,500
Price per share
$42.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
210,788,017
Total reported value
$7,895,001,122
% of total 13F portfolios
0.01%
Share change
+3,508,764
Value change
+$157,461,023
Number of holders
281
Price from insider filings
$42.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • BTSG - BrightSpring Health Services, Inc. - Common Stock is tracked under CUSIP 10950A106.
  • 281 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 281 to 4 between Q4 2025 and Q1 2026.
  • Reported value moved from $7,895,001,122 to $254,081.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 10950A106?
CUSIP 10950A106 identifies BTSG - BrightSpring Health Services, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of BrightSpring Health Services, Inc. - Common Stock (BTSG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KKR Phoenix Aggregator L.P. 22% -36% $1,636,428,642 -$784,860,610 41,938,202 -32% George R. Roberts 02 Mar 2026
FMR LLC 13% -15% $858,264,719 -$126,534,216 22,912,232 -13% FMR LLC 31 Dec 2025
BlackRock, Inc. 11% +7% $876,270,432 +$103,855,313 20,564,901 +13% BlackRock, Inc. 31 Mar 2026
PRICE T ROWE ASSOCIATES INC /MD/ 5.7% $301,048,440 10,184,318 T. Rowe Price Associates, Inc. 30 Sep 2025
Invesco Ltd. 5.3% $196,783,331 9,178,327 Invesco Ltd. 30 Jun 2025

As of 31 Dec 2025, 281 institutional investors reported holding 210,788,017 shares of BrightSpring Health Services, Inc. - Common Stock (BTSG). This represents 109% of the company’s total 194,008,500 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BrightSpring Health Services, Inc. - Common Stock (BTSG) together control 94% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Kohlberg Kravis Roberts & Co. L.P. 32% 61,942,032 -20% 37% $2,319,729,098
FMR LLC 12% 22,679,459 -9.3% 0.04% $849,345,750
BlackRock, Inc. 8.8% 16,986,262 +123% 0.01% $636,135,513
VANGUARD GROUP INC 6.5% 12,533,656 +30% 0.01% $469,385,416
PRICE T ROWE ASSOCIATES INC /MD/ 5.5% 10,662,236 +4.7% 0.04% $399,302,000
Invesco Ltd. 5.5% 10,595,232 +13% 0.06% $396,791,439
T. Rowe Price Investment Management, Inc. 3.2% 6,123,865 +22% 0.14% $229,339,000
ALLIANCEBERNSTEIN L.P. 2.3% 4,410,370 -14% 0.05% $165,168,357
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.2% 4,330,758 -4% 0.13% $162,228,010
STATE STREET CORP 2.1% 4,033,149 +99% 0.01% $151,041,430
DIMENSIONAL FUND ADVISORS LP 1.6% 3,111,580 +48% 0.02% $116,531,331
FULLER & THALER ASSET MANAGEMENT, INC. 1.6% 3,064,258 +12% 0.39% $114,756,462
GEODE CAPITAL MANAGEMENT, LLC 1.4% 2,746,011 +16% 0.01% $102,855,281
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.3% 2,478,525 +13% 0.16% $92,820,761
8 KNOTS MANAGEMENT, LLC 1.1% 2,087,076 +20% 9% $78,160,996
BROWN ADVISORY INC 1% 1,949,402 +171% 0.1% $73,005,117
MARSHALL WACE, LLP 0.87% 1,687,215 +33% 0.06% $63,186,202
Nuveen, LLC 0.85% 1,642,146 -4.3% 0.02% $61,498,367
VOYA INVESTMENT MANAGEMENT LLC 0.7% 1,352,786 +0.67% 0.05% $50,661,836
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.69% 1,334,644 +22% 0.01% $49,982,418
GOLDMAN SACHS GROUP INC 0.66% 1,272,266 +100% 0.01% $47,646,362
ALTA FOX CAPITAL MANAGEMENT, LLC 0.64% 1,237,500 +169% 10% $46,344,375
Woodline Partners LP 0.63% 1,220,564 +44% 0.18% $45,710,122
BRAIDWELL LP 0.62% 1,195,786 1.4% $44,782,186
NORTHERN TRUST CORP 0.54% 1,038,420 +24% 0% $38,888,830

Institutional Holders of BrightSpring Health Services, Inc. - Common Stock (BTSG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,001 $254,081 +$83,230 $42.61 4
2025 Q4 210,788,017 $7,895,001,122 +$157,461,023 $37.45 281
2025 Q3 207,712,171 $6,139,825,753 +$167,689,468 $29.56 226
2025 Q2 203,182,990 $4,793,051,060 +$288,002,576 $23.59 201
2025 Q1 194,378,624 $3,516,314,067 -$47,791,179 $18.09 162
2024 Q4 196,749,717 $3,350,657,338 -$5,811,399 $17.03 136
2024 Q3 196,204,243 $2,879,866,082 +$22,862,589 $14.68 127
2024 Q2 195,899,720 $2,225,102,739 +$17,874,197 $11.36 95
2024 Q1 200,713,418 $2,186,330,345 +$1,807,105,939 $10.87 86

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