Who owns BrightSpring Health Services, Inc. Common Stock (BTSG)
Which tracked institutional funds hold BTSG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BTSG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BTSG is one-sided between 2026-Q1 and 2026-Q2: 238 added or opened and 43 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BTSG’s largest tracked holder by dollar value, Kohlberg Kravis Roberts & Co. L.P., sizes it at 34.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 34.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BTSG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 406 tracked filers holding BTSG, 288 increased or opened the position and 142 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BTSG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 61
- AMERICAN CENTURY COMPANIES INC$230M
- VIKING GLOBAL INVESTORS LP$113M
- Calamos Advisors LLC$72M
- Capital Research Global Investors$70M
- WESTFIELD CAPITAL MANAGEMENT CO LP$63M
- RENAISSANCE TECHNOLOGIES LLC$53M
Full exits 30
- T. Rowe Price Investment Management, Inc.$325M
- Thrivent Financial for Lutherans$51M
- Holocene Advisors, LP$38M
- ORBIMED ADVISORS LLC$21M
- HBK INVESTMENTS L P$13M
- JANUS HENDERSON GROUP PLC$10M
Largest adds
- BlackRock, Inc.$1.0B
- Invesco Ltd.$358M
- VANGUARD PORTFOLIO MANAGEMENT LLC$351M
- VOYA INVESTMENT MANAGEMENT LLC$291M
- VANGUARD CAPITAL MANAGEMENT LLC$242M
- PRICE T ROWE ASSOCIATES INC /MD/$236M
Largest trims
- CITADEL ADVISORS LLC$96M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$61M
- MILLENNIUM MANAGEMENT LLC$41M
- Trexquant Investment LP$16M
- Integral Health Asset Management, LLC$15M
- HENNESSY ADVISORS INC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. trimmed | 26,829,880 | $1.9B | 13.7% | 2026-Q2 |
| BlackRock, Inc. added | 24,027,537 | $1.7B | 12.3% | 2026-Q2 |
| FMR LLC trimmed | 13,393,155 | $934M | 6.9% | 2026-Q2 |
| Invesco Ltd. added | 11,942,017 | $833M | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 9,946,458 | $694M | 5.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 9,898,862 | $690M | 5.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,312,566 | $510M | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 6,263,316 | $437M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,183,124 | $376M | 2.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 4,320,642 | $184M | 1.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 3,432,423 | $239M | 1.8% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 3,360,970 | $234M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,291,039 | $230M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,738,751 | $191M | 1.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 2,636,177 | $184M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 2,167,944 | $151M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,093,256 | $146M | 1.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 1,958,436 | $137M | 1.0% | 2026-Q2 |
| NORGES BANK added | 1,955,905 | $136M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,889,829 | $132M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,827,855 | $127M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,798,601 | $125M | 0.9% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. added | 1,732,800 | $121M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,694,318 | $118M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 1,682,635 | $117M | 0.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,678,416 | $117M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,661,946 | $116M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,618,435 | $113M | 0.8% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP new | 1,618,237 | $113M | 0.8% | 2026-Q2 |
| Woodline Partners LP | 1,221,396 | $85M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,204,036 | $84M | 0.6% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 1,185,280 | $83M | 0.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,179,745 | $270M | 2.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,142,278 | $80M | 0.6% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 1,104,701 | $77M | 0.6% | 2026-Q2 |
| TD Asset Management Inc added | 1,033,115 | $72M | 0.5% | 2026-Q2 |
| Capital Research Global Investors new | 1,000,664 | $70M | 0.5% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC added | 1,000,000 | $70M | 0.5% | 2026-Q2 |
| ALTA FOX CAPITAL MANAGEMENT, LLC trimmed | 977,000 | $68M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 948,971 | $66M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 948,736 | $66M | 0.5% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 897,804 | $63M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 760,801 | $53M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 731,031 | $51M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 711,784 | $50M | 0.4% | 2026-Q2 |
| LMR Partners LLP added | 676,230 | $47M | 0.3% | 2026-Q2 |
| UBS Group AG added | 623,476 | $43M | 0.3% | 2026-Q2 |
| BRAIDWELL LP trimmed | 596,753 | $42M | 0.3% | 2026-Q2 |
| Integral Health Asset Management, LLC trimmed | 550,000 | $38M | 0.3% | 2026-Q2 |
| Sea Cliff Partners Management, LP trimmed | 548,934 | $38M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 543,404 | $38M | 0.3% | 2026-Q2 |
| Artia Global Partners LP added | 517,315 | $36M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 517,146 | $36M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 503,417 | $35M | 0.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 420,607 | $29M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 369,931 | $26M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 368,706 | $26M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 366,649 | $26M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 362,457 | $25M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 362,066 | $25M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 356,026 | $25M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 345,000 | $24M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 342,041 | $24M | 0.2% | 2026-Q2 |
| SEB Asset Management AB | 341,465 | $24M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 328,958 | $23M | 0.2% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP trimmed | 325,000 | $23M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 315,463 | $22M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 315,058 | $22M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 307,770 | $21M | 0.2% | 2026-Q2 |
| Calamos Advisors LLC new | 301,602 | $69M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 296,020 | $21M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 290,700 | $20M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 267,486 | $19M | 0.1% | 2026-Q2 |
| OAK RIDGE INVESTMENTS LLC added | 262,773 | $18M | 0.1% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE new | 259,867 | $18M | 0.1% | 2026-Q2 |
| AGF MANAGEMENT LTD new | 242,706 | $17M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 241,297 | $17M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS new | 240,335 | $17M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 237,030 | $17M | 0.1% | 2026-Q2 |
| Raiffeisen Bank International AG added | 224,237 | $16M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 212,430 | $15M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 204,515 | $14M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 200,132 | $40M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 198,547 | $14M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 194,800 | $14M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 192,145 | $13M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 185,136 | $13M | 0.1% | 2026-Q2 |
| Science & Technology Partners, L.P. new | 176,135 | $12M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 172,321 | $12M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. added | 167,660 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 167,202 | $12M | 0.1% | 2026-Q2 |
| Rhenman & Partners Asset Management AB added | 165,896 | $12M | 0.1% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 160,466 | $11M | 0.1% | 2026-Q2 |
| Lisanti Capital Growth, LLC trimmed | 154,620 | $11M | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC new | 146,048 | $10M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd new | 144,400 | $10M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP new | 143,255 | $10M | 0.1% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC new | 107,734 | $25M | 0.2% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC new | 64,412 | $15M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC new | 54,193 | $12M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.