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-Q1 13F filings (latest filed 2026-05-18). 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
142 tracked funds added or opened BTSG while 55 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 34.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 34.9pp 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 2025-Q4 and 2026-Q1, across 336 tracked filers holding BTSG, 246 increased or opened the position and 112 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 34
- VANGUARD PORTFOLIO MANAGEMENT LLC$342M
- VANGUARD CAPITAL MANAGEMENT LLC$268M
- VANGUARD FIDUCIARY TRUST CO$40M
- LMR Partners LLP$21M
- SEB Asset Management AB$15M
- KING LUTHER CAPITAL MANAGEMENT CORP$13M
Full exits 24
- VANGUARD GROUP INC$464M
- 8 KNOTS MANAGEMENT, LLC$78M
- Iron Triangle Partners LP$34M
- Sio Capital Management, LLC$12M
- Park West Asset Management LLC$11M
- Alyeska Investment Group, L.P.$7M
Largest adds
- T. Rowe Price Investment Management, Inc.$285M
- BlackRock, Inc.$126M
- CITADEL ADVISORS LLC$126M
- Invesco Ltd.$82M
- FARALLON CAPITAL MANAGEMENT LLC$68M
- STATE STREET CORP$59M
Largest trims
- Kohlberg Kravis Roberts & Co. L.P.$538M
- ALLIANCEBERNSTEIN L.P.$32M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$29M
- Walleye Capital LLC$19M
- Man Group plc$17M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. trimmed | 41,824,259 | $1.8B | 18.8% | 2026-Q1 |
| FMR LLC trimmed | 20,897,305 | $890M | 9.4% | 2026-Q1 |
| BlackRock, Inc. added | 17,888,984 | $762M | 8.0% | 2026-Q1 |
| Invesco Ltd. added | 11,246,433 | $479M | 5.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 10,673,661 | $455M | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,032,770 | $342M | 3.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 7,629,151 | $325M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,295,746 | $268M | 2.8% | 2026-Q1 |
| STATE STREET CORP added | 4,933,941 | $210M | 2.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 4,259,265 | $181M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,564,953 | $152M | 1.6% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 3,251,391 | $139M | 1.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,550,434 | $133M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,087,924 | $132M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,892,779 | $123M | 1.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,654,358 | $113M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 2,166,725 | $92M | 1.0% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,038,122 | $87M | 0.9% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC added | 1,617,000 | $69M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,587,596 | $68M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,562,690 | $67M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,534,154 | $65M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,525,169 | $65M | 0.7% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,500,000 | $64M | 0.7% | 2026-Q1 |
| ALTA FOX CAPITAL MANAGEMENT, LLC added | 1,423,400 | $61M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,370,440 | $58M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,360,223 | $58M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,345,776 | $57M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,263,288 | $54M | 0.6% | 2026-Q1 |
| Integral Health Asset Management, LLC added | 1,250,000 | $53M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,241,444 | $53M | 0.6% | 2026-Q1 |
| Woodline Partners LP added | 1,221,396 | $52M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,207,327 | $51M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,195,723 | $51M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 1,158,970 | $49M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,064,015 | $45M | 0.5% | 2026-Q1 |
| BRAIDWELL LP trimmed | 1,016,562 | $43M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 970,277 | $41M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 927,815 | $40M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP added | 892,200 | $38M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 860,134 | $36M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 804,375 | $34M | 0.4% | 2026-Q1 |
| Sea Cliff Partners Management, LP trimmed | 784,444 | $33M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 732,537 | $31M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 727,494 | $31M | 0.3% | 2026-Q1 |
| NORGES BANK added | 1,559,670 | $28M | 0.3% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC added | 600,000 | $26M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 553,660 | $24M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 534,636 | $23M | 0.2% | 2026-Q1 |
| LMR Partners LLP added | 501,029 | $21M | 0.2% | 2026-Q1 |
| ORBIMED ADVISORS LLC added | 497,800 | $21M | 0.2% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 488,300 | $21M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 483,912 | $21M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 478,667 | $20M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 473,584 | $20M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 459,885 | $20M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 454,390 | $19M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 444,026 | $19M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 431,928 | $18M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 425,610 | $18M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 398,736 | $17M | 0.2% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP | 350,000 | $15M | 0.2% | 2026-Q1 |
| SEB Asset Management AB new | 341,465 | $15M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 339,719 | $14M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 327,698 | $14M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 306,387 | $13M | 0.1% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP new | 300,944 | $13M | 0.1% | 2026-Q1 |
| HBK INVESTMENTS L P | 300,000 | $13M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 284,100 | $12M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 270,501 | $12M | 0.1% | 2026-Q1 |
| OAK RIDGE INVESTMENTS LLC added | 260,018 | $11M | 0.1% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC added | 247,200 | $11M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 228,941 | $10M | 0.1% | 2026-Q1 |
| Raiffeisen Bank International AG new | 222,900 | $9M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 209,823 | $9M | 0.1% | 2026-Q1 |
| CHASE INVESTMENT COUNSEL CORP new | 193,760 | $8M | 0.1% | 2026-Q1 |
| Lisanti Capital Growth, LLC added | 189,455 | $8M | 0.1% | 2026-Q1 |
| PFM Health Sciences, LP added | 187,335 | $8M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 173,107 | $7M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC new | 168,689 | $7M | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 162,998 | $7M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 162,189 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 158,147 | $7M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 154,611 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 12,400,453 | $464M | 4.9% | 2025-Q4 stale |
| Walgreens Boots Alliance, Inc. trimmed | 11,239,996 | $203M | 2.1% | 2025-Q1 stale |
| 8 KNOTS MANAGEMENT, LLC added | 2,087,076 | $78M | 0.8% | 2025-Q4 stale |
| Iron Triangle Partners LP trimmed | 897,427 | $34M | 0.4% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 431,678 | $13M | 0.1% | 2025-Q3 stale |
| Unisphere Establishment added | 500,000 | $12M | 0.1% | 2025-Q2 stale |
| Sio Capital Management, LLC new | 308,010 | $12M | 0.1% | 2025-Q4 stale |
| Park West Asset Management LLC trimmed | 294,056 | $11M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 406,055 | $10M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 323,852 | $10M | 0.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 372,700 | $9M | 0.1% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 200,000 | $7M | 0.1% | 2025-Q4 stale |
| J. Goldman & Co LP trimmed | 391,970 | $7M | 0.1% | 2025-Q1 stale |
| Laurion Capital Management LP added | 273,142 | $6M | 0.1% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 160,896 | $6M | 0.1% | 2025-Q4 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 199,851 | $6M | 0.1% | 2025-Q3 stale |
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.