What percentage of BTSG is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of BrightSpring Health Services, Inc. Common Stock stands at 65.6%, held across 329 reporting institutions.

Who is the largest institutional holder of BTSG?

Kohlberg Kravis Roberts & Co. L.P. is the largest reported institutional holder of BTSG, with approximately 41,824,259 shares worth $1.78B as of Q1 2026.

Is BTSG a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BTSG, including CITADEL ADVISORS LLC.

What is BTSG's Smart Money Score?

Our composite Smart Money Score for BTSG is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought BTSG this quarter?

95 institutions opened new positions in BTSG during Q1 2026, while 46 fully exited. 188 added to existing positions and 45 trimmed.

How is institutional ownership of BTSG changing?

BTSG institutional ownership rose by 6.38 percentage points quarter-over-quarter, with a net change of +49 holders.

How concentrated is BTSG ownership among the top holders?

The top 10 institutions account for 66.0% of all reported 13F value in BTSG, and the top 25 account for 81.7%.

Where does this BTSG institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

BrightSpring Health Services, Inc. Common Stock (BTSG) Institutional Ownership Q1 2026 | Top 13F Holders

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BrightSpring Health Services, Inc. Common Stock (BTSG) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of BTSG

Ranked by reported Q1 2026 13F market value

Top 10 Holders

66.0%

Top 25 Holders

81.7%

Share of total reported institutional value in BTSG held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	Kohlberg Kravis Roberts & Co. L.P.	41.8M	$1.78B	-32.5%	21.652%	33.33%
2	FMR LLC	21.0M	$893.9M	-7.5%	10.860%	0.05%
3	BlackRock, Inc.	19.6M	$835.2M	+15.4%	10.148%	0.01%
4	Invesco Ltd.	11.5M	$489.3M	+8.4%	5.944%	0.07%
5	VANGUARD PORTFOLIO MANAGEMENT LLC	8.0M	$342.3M	—	4.158%	0.02%
6	VANGUARD CAPITAL MANAGEMENT LLC	6.3M	$268.3M	—	3.259%	0.01%
7	STATE STREET CORP	4.9M	$210.2M	+22.3%	2.554%	0.01%
8	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4.3M	$181.5M	-1.7%	2.205%	0.16%
9	GEODE CAPITAL MANAGEMENT, LLC	3.6M	$151.9M	+29.8%	1.845%	0.01%
10	FULLER & THALER ASSET MANAGEMENT, INC.	3.3M	$138.5M	+6.1%	1.683%	0.47%
11	CITADEL ADVISORS LLC	3.1M	$133.3M	+1600.9%	1.620%	0.06%
12	ALLIANCEBERNSTEIN L.P.	3.6M	$133.0M	-19.5%	1.838%	0.04%
13	DIMENSIONAL FUND ADVISORS LP	2.9M	$123.2M	-7.0%	1.498%	0.03%
14	MARSHALL WACE, LLP	2.7M	$113.1M	+57.3%	1.374%	0.12%
15	BROWN ADVISORY INC	2.2M	$92.3M	+11.2%	1.122%	0.15%
16	VOYA INVESTMENT MANAGEMENT LLC	2.0M	$86.8M	+50.7%	1.055%	0.09%
17	FARALLON CAPITAL MANAGEMENT LLC	1.6M	$68.9M	+7250.0%	0.837%	0.45%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.6M	$67.6M	+18.9%	0.822%	0.01%
19	GOLDMAN SACHS GROUP INC	1.6M	$66.6M	+22.8%	0.809%	0.01%
20	BANK OF AMERICA CORP /DE/	1.5M	$65.4M	+48.8%	0.794%	0.00%
21	Nuveen, LLC	1.5M	$65.0M	-7.1%	0.790%	0.02%
22	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1.5M	$63.9M	-39.5%	0.776%	0.10%
23	ALTA FOX CAPITAL MANAGEMENT, LLC	1.4M	$60.7M	+15.0%	0.737%	16.05%
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.4M	$58.4M	+109.7%	0.710%	0.03%
25	AMERIPRISE FINANCIAL INC	1.4M	$58.0M	+319.7%	0.704%	0.01%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BTSG — a direct measure of their conviction.

BTSG Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	329	+18%	65.64%	+6.38 pp	$8.02B	+11%
Q4 2025	280	+27%	59.26%	+12.68 pp	$7.24B	+27%
Q3 2025	220	+8.9%	46.58%	+8.91 pp	$5.69B	+24%
Q2 2025	202	+25%	37.67%	+10.20 pp	$4.60B	+37%
Q1 2025	161	+19%	27.47%	+0.64 pp	$3.36B	+2.4%
Q4 2024	135	+7.1%	26.83%	+4.04 pp	$3.28B	+18%
Q3 2024	126	+31%	22.79%	+4.91 pp	$2.78B	+28%
Q2 2024	96	—	17.88%	—	$2.18B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

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

AI Insights & Key Takeaways

Top Institutional Holders of BTSG

Quarterly Institutional Activity

New Buyers

Exited Positions

BTSG Institutional Ownership by Quarter

BTSG — Frequently Asked Questions