| 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.
| 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.
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