DaveManuel.com · Institutional Ownership · Who Owns It
BRIGHTSPRING HEALTH SVCS INC (BTSG)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
429
Reporting holders
$14.5B
Reported value
105.0%
Of shares outstanding
0.3%
Calls
0.2%
Puts
+86
Holder change
Institutions report 207,848,546 shares against 197,864,241 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | $1.9B | 26,829,880 | 32.78% | 10q | -35.9%-$1.0B |
| BlackRock, Inc. | $1.7B | 24,027,537 | 0.02% | 8q | +22.6%+$308.6M |
| FMR LLC | $934.0M | 13,393,155 | 0.04% | 10q | -36.2%-$529.0M |
| Invesco Ltd. | $832.8M | 11,942,017 | 0.07% | 10q | +4.0%+$32.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $693.7M | 9,946,458 | 0.03% | 2q | +23.8%+$133.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $690.3M | 9,898,862 | 0.07% | 10q | -7.3%-$54.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $510.0M | 7,312,566 | 0.01% | 2q | +16.2%+$70.9M |
| STATE STREET CORP | $436.8M | 6,263,316 | 0.01% | 10q | +26.9%+$92.7M |
| T. Rowe Price Investment Management, Inc. | $421.4M | 6,041,971 | 0.28% | 7q | -20.8%-$110.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $375.9M | 5,183,124 | 0.02% | 10q | +45.4%+$117.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $239.4M | 3,432,423 | 0.19% | 10q | -19.4%-$57.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $234.4M | 3,360,970 | 0.64% | 5q | +3.4%+$7.6M |
| AMERICAN CENTURY COMPANIES INC | $229.5M | 3,291,039 | 0.10% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $191.0M | 2,738,751 | 0.03% | 6q | -5.3%-$10.7M |
| ALLIANCEBERNSTEIN L.P. | $184.1M | 4,320,642 | 0.06% | 10q | +21.7%+$32.8M |
| MARSHALL WACE, LLP | $183.8M | 2,636,177 | 0.15% | 6q | -0.7%-$1.3M |
| MORGAN STANLEY | $151.2M | 2,167,944 | 0.01% | 10q | +103.8%+$77.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $146.0M | 2,093,256 | 0.06% | 9q | +52.7%+$50.4M |
| BROWN ADVISORY INC | $136.6M | 1,958,436 | 0.21% | 4q | -9.6%-$14.5M |
| NORGES BANK | $136.4M | 1,955,905 | 0.01% | 8q | +2845.1%+$131.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $131.8M | 1,889,829 | 0.02% | 10q | +19.0%+$21.1M |
| BANK OF AMERICA CORP /DE/ | $127.5M | 1,827,855 | 0.01% | 10q | +19.1%+$20.5M |
| AMERIPRISE FINANCIAL INC | $125.5M | 1,798,601 | 0.03% | 4q | +32.2%+$30.6M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $120.8M | 1,732,800 | 0.56% | 10q | +7.2%+$8.1M |
| Bank of New York Mellon Corp | $118.2M | 1,694,318 | 0.02% | 10q | +131.3%+$67.1M |
| Nuveen, LLC | $117.3M | 1,682,635 | 0.03% | 6q | +10.3%+$11.0M |
| FRANKLIN RESOURCES INC | $117.1M | 1,678,416 | 0.03% | 6q | +32.9%+$29.0M |
| NORTHERN TRUST CORP | $115.9M | 1,661,946 | 0.01% | 10q | +33.9%+$29.3M |
| Thrivent Financial for Lutherans | $114.8M | 1,646,776 | 0.19% | 3q | +36.4%+$30.6M |
| GOLDMAN SACHS GROUP INC | $112.9M | 1,618,435 | 0.01% | 9q | +3.6%+$3.9M |
| VIKING GLOBAL INVESTORS LP | $112.9M | 1,618,237 | 0.32% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $107.8M | 1,546,291 | 0.09% | 10q | -24.1%-$34.3M |
| Woodline Partners LP | $85.2M | 1,221,396 | 0.26% | 5q | HELD |
| FEDERATED HERMES, INC. | $84.0M | 1,204,036 | 0.12% | 8q | +0.7%+$579.7K |
| OBERWEIS ASSET MANAGEMENT INC/ | $82.7M | 1,185,280 | 1.71% | 5q | +2.3%+$1.8M |
| VANGUARD FIDUCIARY TRUST CO | $79.7M | 1,142,278 | 0.02% | 2q | +23.1%+$15.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $77.0M | 1,104,701 | 0.15% | 9q | +2268.7%+$73.8M |
| TD Asset Management Inc | $72.0M | 1,033,115 | 0.06% | 9q | +42.0%+$21.3M |
| Capital Research Global Investors | $69.8M | 1,000,664 | 0.01% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $69.7M | 1,000,000 | 2.81% | 3q | +66.7%+$27.9M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $68.1M | 977,000 | 13.70% | 4q | -31.4%-$31.1M |
| PRINCIPAL FINANCIAL GROUP INC | $66.2M | 948,971 | 0.03% | 5q | +18.0%+$10.1M |
| RAYMOND JAMES FINANCIAL INC | $66.2M | 948,736 | 0.02% | 7q | -2.2%-$1.5M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $62.6M | 897,804 | 0.20% | new | NEW |
| Caption Management, LLC | $54.2M CALL+PUT | options only | 0.25% | 4q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $53.1M | 760,801 | 0.07% | new | NEW |
| FIRST TRUST ADVISORS LP | $51.0M | 731,031 | 0.03% | 7q | +36.7%+$13.7M |
| Allspring Global Investments Holdings, LLC | $49.7M | 711,784 | 0.08% | 5q | -17.2%-$10.4M |
| LMR Partners LLP | $47.2M | 676,230 | 0.18% | 2q | +35.0%+$12.2M |
| UBS Group AG | $43.5M | 623,476 | 0.01% | 10q | +12.6%+$4.9M |
| BRAIDWELL LP | $41.6M | 596,753 | 1.54% | 3q | -41.3%-$29.3M |
| CITADEL ADVISORS LLC | $40.9M incl. $4.8M options CALL+PUT | 517,146 | 0.00% | 10q | -83.3%-$203.4M |
| Integral Health Asset Management, LLC | $38.4M | 550,000 | 1.52% | 8q | -56.0%-$48.8M |
| Sea Cliff Partners Management, LP | $38.3M | 548,934 | 16.98% | 8q | -30.0%-$16.4M |
| Public Sector Pension Investment Board | $37.9M | 543,404 | 0.10% | 3q | +14.7%+$4.9M |
| Artia Global Partners LP | $36.1M | 517,315 | 6.66% | 4q | +861.6%+$32.3M |
| SEI INVESTMENTS CO | $35.1M | 503,417 | 0.03% | 6q | +4.0%+$1.4M |
| LOOMIS SAYLES & CO L P | $29.3M | 420,607 | 0.04% | 3q | -2.6%-$789.5K |
| BESSEMER GROUP INC | $26.7M | 382,265 | 0.04% | 3q | +86778.4%+$26.6M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $25.8M | 369,931 | 0.11% | 2q | +22.9%+$4.8M |
| RHUMBLINE ADVISERS | $25.7M | 368,706 | 0.02% | 10q | +8.5%+$2.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $25.6M | 366,649 | 0.17% | 10q | -8.0%-$2.2M |
| WELLS FARGO & COMPANY/MN | $25.3M | 362,457 | 0.00% | 10q | +109.4%+$13.2M |
| Legal & General Group Plc | $25.3M | 362,066 | 0.01% | 10q | +18.2%+$3.9M |
| HSBC HOLDINGS PLC | $24.7M | 356,026 | 0.01% | 5q | +7301.8%+$24.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $24.1M | 345,000 | 0.03% | 2q | +768.4%+$21.3M |
| CITIGROUP INC | $23.9M | 342,041 | 0.01% | 10q | -19.6%-$5.8M |
| SEB Asset Management AB | $23.8M | 341,465 | 0.09% | 2q | HELD |
| NEUBERGER BERMAN GROUP LLC | $22.9M | 328,958 | 0.02% | 2q | +95.0%+$11.2M |
| ARDSLEY ADVISORY PARTNERS LP | $22.7M | 325,000 | 2.36% | 5q | -7.1%-$1.7M |
| TD Waterhouse Canada Inc. | $22.1M | 315,463 | 0.06% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $22.0M | 315,058 | 0.01% | 6q | -29.0%-$9.0M |
| PRUDENTIAL FINANCIAL INC | $21.5M | 307,770 | 0.02% | 5q | -32.3%-$10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.6M | 296,020 | 0.00% | 9q | +9.4%+$1.8M |
| Swiss National Bank | $20.3M | 290,700 | 0.01% | 9q | +2.3%+$460.3K |
| Jupiter Topco LLC | $18.7M | 267,486 | 0.01% | new | FIRST |
| OAK RIDGE INVESTMENTS LLC | $18.3M | 262,773 | 1.04% | 3q | +1.1%+$192.1K |
| AXIOM INVESTORS LLC /DE | $18.1M | 259,867 | 0.16% | new | NEW |
| JPMORGAN CHASE & CO | $17.1M | 241,297 | 0.00% | 10q | +15.0%+$2.2M |
| AGF MANAGEMENT LTD | $16.9M | 242,706 | 0.07% | new | NEW |
| STOREBRAND ASSET MANAGEMENT AS | $16.8M | 240,335 | 0.04% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $16.7M | 238,946 | 0.06% | 3q | +2278.5%+$16.0M |
| MILLENNIUM MANAGEMENT LLC | $16.5M | 237,030 | 0.01% | 10q | -82.4%-$77.3M |
| Raiffeisen Bank International AG | $15.6M | 224,237 | 0.18% | 2q | +0.6%+$93.2K |
| CASTLEARK MANAGEMENT LLC | $14.8M | 212,430 | 0.40% | 3q | -14.1%-$2.4M |
| ACADIAN ASSET MANAGEMENT LLC | $14.7M | 210,796 | 0.02% | 3q | +714.6%+$12.9M |
| ALGERT GLOBAL LLC | $14.3M | 204,515 | 0.17% | 5q | -37.6%-$8.6M |
| MACKENZIE FINANCIAL CORP | $13.8M | 198,547 | 0.01% | new | NEW |
| CHASE INVESTMENT COUNSEL CORP | $13.7M | 196,648 | 2.89% | 2q | +1.5%+$201.4K |
| HENNESSY ADVISORS INC | $13.6M | 194,800 | 0.43% | 5q | -60.1%-$20.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.6M incl. $11.7M options CALL+PUT | 27,074 | 0.00% | 7q | -49.2%-$13.1M |
| Point72 Asset Management, L.P. | $13.4M | 192,145 | 0.01% | 6q | -59.9%-$20.0M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $12.9M | 185,136 | 0.42% | new | NEW |
| Science & Technology Partners, L.P. | $12.3M | 176,135 | 2.07% | new | NEW |
| DEUTSCHE BANK AG\ | $12.0M | 172,321 | 0.00% | 10q | +41.7%+$3.5M |
| Longaeva Partners L.P. | $11.7M | 167,660 | 0.26% | 2q | +337.7%+$9.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $11.7M | 167,202 | 0.01% | 10q | +5.7%+$631.5K |
| Rhenman & Partners Asset Management AB | $11.6M | 165,896 | 1.09% | 4q | +231.8%+$8.1M |
| Informed Momentum Co LLC | $11.2M | 160,466 | 1.00% | 4q | -1.6%-$176.6K |
| Lisanti Capital Growth, LLC | $10.8M | 154,620 | 2.37% | 4q | -18.4%-$2.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 4.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | ROUSSEAU JON B | See Remarks | Sold | 260,000 | $15.3M ×2 |
| 2026-06-05 | Phipps Jennifer A | Chief Financial Officer | Sold | 35,000 | $2.1M |
| 2026-06-05 | Nalley Lisa A | See Remarks | Sold | 35,000 | $2.1M |
| 2026-09-14 | Greenwell Scott A. | President, PharMerica | Sold | 15,099 | $874.4K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | KKR Phoenix Aggregator L.P. | 10% owner | Sold | 14,669,771 | $857.5M |
| 2026-06-05 | KKR Group Partnership L.P. | 10% owner | Sold | 14,669,771 | $857.5M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 114 | $148.1M | 2,603,989 | 36 | 37 | 25 | 0.0% |
| Q2 2026 | 429 | $14.5B | 207,848,546 | 122 | 184 | 85 | 0.6% |
| Q1 2026 | 343 | $8.9B | 209,316,816 | 90 | 147 | 70 | 0.3% |
| Q4 2025 | 290 | $8.1B | 215,005,471 | 85 | 112 | 66 | 0.2% |
| Q3 2025 | 228 | $6.2B | 208,010,943 | 62 | 88 | 63 | 0.2% |
| Q2 2025 | 203 | $4.9B | 205,765,095 | 67 | 87 | 34 | 0.3% |
| Q1 2025 | 165 | $3.6B | 196,138,005 | 47 | 56 | 40 | 0.1% |
| Q4 2024 | 137 | $3.4B | 196,920,781 | 25 | 54 | 31 | 0.2% |
| Q3 2024 | 129 | $2.9B | 197,038,217 | 37 | 42 | 28 | 0.2% |
| Q2 2024 | 97 | $2.2B | 195,943,386 | 28 | 36 | 17 | 0.2% |
| Q1 2024 | 86 | $2.1B | 195,230,550 | 87 | 0 | 0 | 0.0% |