Latest Period
Q1 2026
Security Snapshot
BrightSpring Health Services, Inc. - Preference Shares (BTSGU) Institutional Ownership
CUSIP: 10950A205
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
31
Shares (Excl. Options)
3,743,270
Price
$142.04
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- Security type / class
- Equity / Preference Shares
- Symbol
- BTSGU on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,743,270
- Total 13F value
- $532,075,225
- Portfolio coverage rank
- 0%
- Share change
- +161,072
- Value change
- +$22,770,795
- Number of holders
- 31
- Shares outstanding
- 8,011,600
- SEC-reported price per share
- $200.86
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BTSGU - BrightSpring Health Services, Inc. - Preference Shares is tracked under CUSIP 10950A205.
- 31 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 26 to 31 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $452,345,431 to $532,075,225.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 31 institutions filings for Q1 2026.
Security key
10950A205
Latest holder period
Q1 2026
13F holders
31
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BTSGU full holder history
BrightSpring Health Services, Inc. SEC filings
BrightSpring Health Services, Inc. company facts
BrightSpring Health Services, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 10950A205:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BTSGU
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| NORGES BANK | 2.5% | $12,269,765 | 200,290 | Norges Bank | 31 Dec 2024 |
As of 31 Mar 2026, 31 institutional investors reported holding 3,743,270 shares of BrightSpring Health Services, Inc. - Preference Shares (BTSGU). This represents 47% of the company’s total 8,011,600 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 14% | 1,154,745 | +50% | 0.17% | $164,019,980 |
| BlackRock, Inc. | 6.8% | 547,485 | -9.6% | 0% | $77,764,769 |
| WOLVERINE ASSET MANAGEMENT LLC | 4.3% | 341,962 | -34% | 0.76% | $48,732,494 |
| Calamos Advisors LLC | 3.8% | 301,223 | +0.05% | 0.17% | $42,785,715 |
| VAN ECK ASSOCIATES CORP | 2.7% | 215,603 | -11% | 0.02% | $30,624,000 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2% | 157,696 | +10% | 0.03% | $22,399,140 |
| AMERIPRISE FINANCIAL INC | 1.6% | 130,500 | -10% | 0% | $18,583,241 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.6% | 125,000 | -38% | 0.03% | $17,755,000 |
| BlueCrest Capital Management Ltd | 1.3% | 101,893 | +898% | 1.4% | $14,472,882 |
| FMR LLC | 1.2% | 95,400 | 0% | 0% | $13,584,006 |
| STATE STREET CORP | 1.1% | 91,559 | -12% | 0% | $13,038,002 |
| SSI INVESTMENT MANAGEMENT LLC | 0.99% | 78,940 | -49% | 0.78% | $11,240,267 |
| Weiss Asset Management LP | 0.94% | 75,553 | 0% | 0.2% | $10,768,564 |
| GABELLI FUNDS LLC | 0.85% | 68,140 | 0% | 0.07% | $9,678,606 |
| JPMORGAN CHASE & CO | 0.81% | 65,218 | +3984% | 0% | $9,263,565 |
| Point72 Asset Management, L.P. | 0.64% | 51,150 | 0% | 0.01% | $7,290,638 |
| BANK OF AMERICA CORP /DE/ | 0.58% | 46,668 | 0% | $6,628,723 | |
| ADVENT CAPITAL MANAGEMENT /DE/ | 0.33% | 26,314 | +95% | 0.11% | $3,753,429 |
| Invesco Ltd. | 0.22% | 18,000 | 0% | 0% | $2,556,720 |
| JANE STREET GROUP, LLC | 0.17% | 13,374 | +170% | 0% | $1,899,643 |
| Elequin Capital, LP | 0.12% | 9,670 | +7282% | 0.13% | $1,377,008 |
| CSS LLC/IL | 0.09% | 6,822 | 0.05% | $970,077 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.06% | 4,823 | 0% | $685,059 | |
| Central Pacific Bank - Trust Division | 0.06% | 4,630 | 0% | 0.08% | $657,645 |
| UBS Group AG | 0.04% | 3,344 | +12285% | 0% | $474,982 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 3,743,270 | $532,075,225 | +$22,770,795 | $142.04 | 31 |
| 2025 Q4 | 3,582,198 | $452,345,431 | -$359,857,107 | $126.21 | 26 |
| 2025 Q3 | 7,106,077 | $718,778,046 | -$87,345,314 | $101.09 | 35 |
| 2025 Q2 | 7,982,257 | $658,764,983 | +$19,433,635 | $82.55 | 35 |
| 2025 Q1 | 7,766,291 | $509,524,602 | -$9,985,754 | $65.00 | 33 |
| 2024 Q4 | 7,950,053 | $498,780,793 | +$1,751,947 | $62.60 | 33 |
| 2024 Q3 | 7,879,381 | $442,041,685 | +$9,158,959 | $55.74 | 34 |
| 2024 Q2 | 7,825,022 | $366,253,319 | +$17,133,123 | $47.07 | 37 |
| 2024 Q1 | 7,408,932 | $331,695,702 | +$330,819,212 | $45.08 | 36 |