| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| KKR Phoenix Aggregator L.P. | 34% | -21% | $1,834,272,432 | -$446,468,949 | 62,052,518 | -20% | Henry R. Kravis | 20 Oct 2025 |
| FMR LLC | 13% | -15% | $858,264,719 | -$126,534,216 | 22,912,232 | -13% | FMR LLC | 31 Dec 2025 |
| BlackRock, Inc. | 9.9% | $679,032,832 | 18,127,555 | BlackRock, Inc. | 31 Dec 2025 | |||
| VANGUARD GROUP INC | 6.9% | +36% | $469,495,713 | +$131,325,271 | 12,533,656 | +39% | The Vanguard Group | 31 Dec 2025 |
| 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, 280 institutional investors reported holding 210,782,616 shares of BrightSpring Health Services, Inc. - COMMON STOCK (BTSG). This represents 117% of the company’s total 180,411,276 outstanding shares.
The largest institutional shareholders of BrightSpring Health Services, Inc. - COMMON STOCK (BTSG) together control 101% 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. | 34% | 61,942,032 | -20% | 37% | $2,319,729,098 |
| FMR LLC | 13% | 22,679,459 | -9.3% | 0.04% | $849,345,750 |
| BlackRock, Inc. | 9.4% | 16,986,262 | +123% | 0.01% | $636,135,513 |
| VANGUARD GROUP INC | 6.9% | 12,533,656 | +30% | 0.01% | $469,385,416 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.9% | 10,662,236 | +4.7% | 0.04% | $399,302,000 |
| Invesco Ltd. | 5.9% | 10,595,232 | +13% | 0.06% | $396,791,439 |
| T. Rowe Price Investment Management, Inc. | 3.4% | 6,123,865 | +22% | 0.14% | $229,339,000 |
| ALLIANCEBERNSTEIN L.P. | 2.4% | 4,410,370 | -14% | 0.05% | $165,168,357 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.4% | 4,330,758 | -4% | 0.13% | $162,228,010 |
| STATE STREET CORP | 2.2% | 4,033,149 | +99% | 0.01% | $151,041,430 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 3,111,580 | +48% | 0.02% | $116,531,331 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.7% | 3,064,258 | +12% | 0.39% | $114,756,462 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 2,746,011 | +16% | 0.01% | $102,855,281 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.4% | 2,478,525 | +13% | 0.16% | $92,820,761 |
| 8 KNOTS MANAGEMENT, LLC | 1.2% | 2,087,076 | +20% | 9% | $78,160,996 |
| BROWN ADVISORY INC | 1.1% | 1,949,402 | +171% | 0.1% | $73,005,117 |
| MARSHALL WACE, LLP | 0.94% | 1,687,215 | +33% | 0.06% | $63,186,202 |
| Nuveen, LLC | 0.91% | 1,642,146 | -4.3% | 0.02% | $61,498,367 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.75% | 1,352,786 | +0.67% | 0.05% | $50,661,836 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 1,334,644 | +22% | 0.01% | $49,982,418 |
| GOLDMAN SACHS GROUP INC | 0.71% | 1,272,266 | +100% | 0.01% | $47,646,362 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 0.69% | 1,237,500 | +169% | 10% | $46,344,375 |
| Woodline Partners LP | 0.68% | 1,220,564 | +44% | 0.18% | $45,710,122 |
| BRAIDWELL LP | 0.66% | 1,195,786 | 1.4% | $44,782,186 | |
| NORTHERN TRUST CORP | 0.58% | 1,038,420 | +24% | 0% | $38,888,830 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 210,782,616 | $7,894,798,409 | +$159,284,990 | $37.45 | 280 |
| 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 |