Ranked by reported Q2 2026 13F market value
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. | 26.8M | $1.87B | -35.9% | 13.671% | 32.78% |
| 2 | BlackRock, Inc. | 24.0M | $1.68B | +22.6% | 12.243% | 0.02% |
| 3 | FMR LLC | 13.4M | $934.0M | -36.2% | 6.824% | 0.04% |
| 4 | Invesco Ltd. | 11.9M | $832.8M | +4.0% | 6.085% | 0.07% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.9M | $693.7M | +23.8% | 5.068% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7.3M | $510.0M | +16.2% | 3.726% | 0.01% |
| 7 | STATE STREET CORP | 6.3M | $436.8M | +26.9% | 3.191% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $375.9M | +45.4% | 2.641% | 0.02% |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.4M | $239.4M | -19.4% | 1.749% | 0.09% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.4M | $234.4M | +3.4% | 1.713% | 0.64% |
| 11 | AMERICAN CENTURY COMPANIES INC | 3.3M | $229.5M | — | 1.677% | 0.10% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $191.0M | -5.3% | 1.395% | 0.03% |
| 13 | ALLIANCEBERNSTEIN L.P. | 4.3M | $184.1M | +21.7% | 2.201% | 0.06% |
| 14 | MARSHALL WACE, LLP | 2.6M | $183.8M | -0.7% | 1.343% | 0.15% |
| 15 | MORGAN STANLEY | 2.2M | $151.2M | +103.8% | 1.105% | 0.01% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.1M | $146.0M | +52.7% | 1.067% | 0.06% |
| 17 | BROWN ADVISORY INC | 2.0M | $136.6M | -9.6% | 0.998% | 0.21% |
| 18 | NORGES BANK | 2.0M | $136.4M | — | 0.997% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $131.8M | +19.0% | 0.963% | 0.02% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.8M | $127.5M | +19.1% | 0.931% | 0.01% |
| 21 | AMERIPRISE FINANCIAL INC | 1.8M | $125.5M | +32.2% | 0.916% | 0.03% |
| 22 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 1.7M | $120.8M | +7.2% | 0.883% | 0.56% |
| 23 | Bank of New York Mellon Corp | 1.7M | $118.2M | +131.3% | 0.863% | 0.02% |
| 24 | Nuveen, LLC | 1.7M | $117.3M | +10.3% | 0.857% | 0.03% |
| 25 | FRANKLIN RESOURCES INC | 1.7M | $117.1M | +32.9% | 0.855% | 0.03% |
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.
Filings activity in BTSG during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BTSG position in Q2 2026
Institutions that fully closed their BTSG position in Q2 2026
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 425 | +26% | 106.33% | 2.89 pp | $13.13B | +63% |
| Q1 2026 | 338 | +20% | 109.22% | +1.20 pp | $8.06B | +11% |
| Q4 2025 | 281 | +26% | 108.02% | 7.92 pp | $7.25B | +27% |
| Q3 2025 | 223 | +10% | 115.94% | +0.25 pp | $5.70B | +24% |
| Q2 2025 | 202 | +25% | 115.69% | +4.21 pp | $4.60B | +37% |
| Q1 2025 | 161 | +19% | 111.48% | 2.22 pp | $3.36B | +2.4% |
| Q4 2024 | 135 | +7.1% | 113.70% | +2.41 pp | $3.28B | +18% |
| Q3 2024 | 126 | — | 111.29% | — | $2.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BTSG stock.
Based on Q2 2026 13F filings, institutional ownership of BrightSpring Health Services, Inc. Common Stock stands at 106.3%, held across 425 reporting institutions.
Kohlberg Kravis Roberts & Co. L.P. is the largest reported institutional holder of BTSG, with approximately 26,829,880 shares worth $1.87B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BTSG.
Our composite Smart Money Score for BTSG is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
118 institutions opened new positions in BTSG during Q2 2026, while 38 fully exited. 273 added to existing positions and 21 trimmed.
BTSG institutional ownership fell by 2.89 percentage points quarter-over-quarter, with a net change of +87 holders.
The top 10 institutions account for 59.4% of all reported 13F value in BTSG, and the top 25 account for 76.3%.
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