LIFESTANCE HEALTH GROUP INC (LFST)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Institutions report 377,314,500 shares against 382,055,609 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, 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 |
|---|---|---|---|---|---|
| TPG GP A, LLC | $1.2B | 111,744,614 | 23.93% | 19q | -20.2%-$302.9M |
| FMR LLC | $623.9M | 58,252,466 | 0.03% | 21q | -0.7%-$4.6M |
| BlackRock, Inc. | $389.3M | 36,348,507 | 0.01% | 8q | +100.4%+$195.1M |
| SUMMIT PARTNERS L P | $249.7M | 23,310,115 | 41.00% | 21q | -20.2%-$63.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $149.5M | 13,960,892 | 0.01% | 2q | +44.2%+$45.8M |
| JENNISON ASSOCIATES LLC | $129.4M | 12,077,557 | 0.08% | 14q | +18.1%+$19.8M |
| DIMENSIONAL FUND ADVISORS LP | $122.4M | 11,427,602 | 0.02% | 18q | +10.2%+$11.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $104.3M | 9,735,076 | 0.00% | 2q | +23.1%+$19.6M |
| STATE STREET CORP | $88.1M | 8,228,351 | 0.00% | 20q | +101.0%+$44.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $63.7M | 5,947,600 | 0.01% | 12q | -2.4%-$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $59.9M | 5,592,598 | 0.00% | 21q | +18.4%+$9.3M |
| MORGAN STANLEY | $53.8M | 5,021,527 | 0.00% | 21q | +45.9%+$16.9M |
| PRINCIPAL FINANCIAL GROUP INC | $42.8M | 3,996,866 | 0.02% | 21q | +29.9%+$9.8M |
| MILLENNIUM MANAGEMENT LLC | $38.6M | 3,606,755 | 0.01% | 15q | +89.9%+$18.3M |
| First Eagle Investment Management, LLC | $33.5M | 3,125,932 | 0.03% | 8q | +94.1%+$16.2M |
| Nuveen, LLC | $32.8M | 3,061,724 | 0.01% | 6q | +38.5%+$9.1M |
| Integral Health Asset Management, LLC | $32.1M | 3,000,000 | 1.27% | 4q | -30.2%-$13.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.9M | 2,883,371 | 0.01% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $29.7M | 2,769,327 | 0.00% | 16q | +1750.5%+$28.1M |
| NORTHERN TRUST CORP | $22.9M | 2,137,906 | 0.00% | 20q | +39.3%+$6.5M |
| Woodline Partners LP | $22.2M | 2,068,445 | 0.07% | 3q | +14.0%+$2.7M |
| BARCLAYS PLC | $22.0M | 2,054,414 | 0.00% | 18q | -25.7%-$7.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.2M | 1,979,078 | 0.00% | 20q | +28.3%+$4.7M |
| MACKENZIE FINANCIAL CORP | $21.1M | 1,967,647 | 0.02% | new | NEW |
| LOOMIS SAYLES & CO L P | $20.2M | 1,882,750 | 0.03% | 6q | +11.9%+$2.1M |
| GOLDMAN SACHS GROUP INC | $19.4M | 1,811,778 | 0.00% | 21q | -13.2%-$2.9M |
| MARSHALL WACE, LLP | $17.4M | 1,627,266 | 0.01% | 4q | +583.9%+$14.9M |
| VANGUARD FIDUCIARY TRUST CO | $17.0M | 1,589,631 | 0.00% | 2q | +24.3%+$3.3M |
| PANAGORA ASSET MANAGEMENT INC | $15.0M | 1,403,932 | 0.05% | 4q | +168.5%+$9.4M |
| BANK OF AMERICA CORP /DE/ | $15.0M | 1,399,353 | 0.00% | 21q | -29.8%-$6.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.6M | 1,266,985 | 0.02% | 9q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $13.5M | 1,259,570 | 0.02% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $13.4M | 1,246,540 | 0.00% | 7q | +26.0%+$2.8M |
| ArrowMark Colorado Holdings LLC | $12.5M | 1,168,349 | 0.52% | 4q | +134.8%+$7.2M |
| Hillsdale Investment Management Inc. | $12.3M | 1,147,200 | 0.28% | new | NEW |
| Trexquant Investment LP | $11.9M | 1,114,185 | 0.07% | 3q | +73.2%+$5.0M |
| Bank of New York Mellon Corp | $11.6M | 1,085,487 | 0.00% | 20q | +136.6%+$6.7M |
| RENAISSANCE TECHNOLOGIES LLC | $10.3M | 960,010 | 0.01% | 10q | +19.9%+$1.7M |
| ORBIMED ADVISORS LLC | $10.1M | 947,400 | 0.19% | 2q | +89.5%+$4.8M |
| FIRST TRUST ADVISORS LP | $9.5M | 884,735 | 0.01% | 7q | -17.0%-$1.9M |
| Qube Research & Technologies Ltd | $8.9M | 828,268 | 0.01% | 7q | -74.0%-$25.3M |
| PRUDENTIAL FINANCIAL INC | $8.5M | 796,485 | 0.01% | 6q | +20.8%+$1.5M |
| SEI INVESTMENTS CO | $8.5M | 791,466 | 0.01% | 9q | +11.2%+$855.5K |
| Public Sector Pension Investment Board | $8.4M | 787,103 | 0.02% | new | NEW |
| FRANKLIN RESOURCES INC | $8.4M | 781,813 | 0.00% | 6q | -14.3%-$1.4M |
| Invesco Ltd. | $8.0M | 745,539 | 0.00% | 20q | +182.7%+$5.2M |
| SG Americas Securities, LLC | $7.9M | 740,274 | 0.00% | new | NEW |
| UBS Group AG | $7.6M | 707,965 | 0.00% | 21q | -2.7%-$213.3K |
| CITADEL ADVISORS LLC | $6.0M incl. $495.9K options CALL+PUT | 514,292 | 0.00% | 21q | -86.6%-$38.9M |
| D. E. Shaw & Co., Inc. | $5.9M | 551,831 | 0.00% | 7q | -14.3%-$988.8K |
| Legal & General Group Plc | $5.2M | 482,402 | 0.00% | 21q | +233.2%+$3.6M |
| RHUMBLINE ADVISERS | $5.2M | 481,250 | 0.00% | 20q | +144.2%+$3.0M |
| RAYMOND JAMES FINANCIAL INC | $5.1M | 473,311 | 0.00% | 6q | +295.7%+$3.8M |
| AMERIPRISE FINANCIAL INC | $4.8M | 452,546 | 0.00% | 7q | +327.4%+$3.7M |
| CITIGROUP INC | $4.4M | 406,344 | 0.00% | 13q | -31.8%-$2.0M |
| PEAK6 LLC | $4.3M CALL | options only | 0.01% | 2q | OPTIONS |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.2M | 394,118 | 0.00% | 5q | HELD |
| Swiss National Bank | $3.8M | 351,900 | 0.00% | 13q | +2.0%+$73.9K |
| ExodusPoint Capital Management, LP | $3.3M | 310,541 | 0.02% | 2q | -36.6%-$1.9M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.3M | 310,522 | 0.01% | 5q | +295.0%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M incl. $1.9M options CALL | 127,363 | 0.00% | 14q | -91.2%-$34.5M |
| Creative Planning | $3.3M | 306,044 | 0.00% | 4q | +10.3%+$306.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $3.2M | 294,310 | 0.00% | 17q | +1043.8%+$2.9M |
| ALGERT GLOBAL LLC | $2.9M | 272,910 | 0.03% | 4q | -30.6%-$1.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.6M | 244,651 | 0.01% | 9q | +40.7%+$758.1K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.5M | 237,814 | 0.00% | 20q | +43.2%+$768.2K |
| DEUTSCHE BANK AG\ | $2.3M | 217,798 | 0.00% | 20q | +32.2%+$568.0K |
| Fort Baker Capital Management LP | $2.3M | 216,000 | 0.17% | new | NEW |
| Campbell & CO Investment Adviser LLC | $2.1M | 197,926 | 0.11% | 2q | +345.0%+$1.6M |
| MYDA Advisors LLC | $2.0M | 190,000 | 0.30% | 4q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.0M | 188,087 | 0.00% | 6q | -1.0%-$20.5K |
| WINTON GROUP Ltd | $2.0M | 186,589 | 0.06% | 2q | +522.3%+$1.7M |
| WELLS FARGO & COMPANY/MN | $2.0M | 182,360 | 0.00% | 21q | +86.7%+$906.9K |
| Moran Wealth Management, LLC | $1.9M | 181,413 | 0.05% | 2q | +21.2%+$340.2K |
| IEQ CAPITAL, LLC | $1.9M | 180,656 | 0.01% | 4q | +5.9%+$107.2K |
| ARMISTICE CAPITAL, LLC | $1.8M | 165,885 | 0.02% | new | NEW |
| FIFTH THIRD BANCORP | $1.7M | 163,322 | 0.00% | 2q | +37.8%+$479.4K |
| JPMORGAN CHASE & CO | $1.7M | 157,962 | 0.00% | 21q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 154,800 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $1.6M | 150,442 | 0.00% | 7q | +88.0%+$753.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.6M | 149,000 | 0.00% | 3q | +290.1%+$1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.6M | 148,193 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 147,343 | 0.00% | 7q | +37.5%+$430.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.6M | 146,779 | 0.00% | 9q | +16.0%+$216.5K |
| Gotham Asset Management, LLC | $1.6M | 146,097 | 0.00% | 6q | +161.5%+$966.3K |
| FORMULA GROWTH LTD | $1.6M | 145,000 | 0.55% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 242,120 | 0.00% | 18q | +29.3%+$349.1K |
| Russell Investments Group, Ltd. | $1.3M | 127,055 | 0.00% | 13q | +880.4%+$1.2M |
| HSBC HOLDINGS PLC | $1.3M | 119,006 | 0.00% | 11q | -23.5%-$395.3K |
| Squarepoint Ops LLC | $1.3M | 119,763 | 0.00% | new | NEW |
| Illinois Municipal Retirement Fund | $1.3M | 117,077 | 0.01% | new | NEW |
| VIRTUS ADVISERS, LLC | $1.2M | 115,039 | 0.47% | 6q | +3.7%+$44.4K |
| MetLife Investment Management, LLC | $1.2M | 112,371 | 0.01% | 20q | +26.2%+$250.1K |
| VICTORY CAPITAL MANAGEMENT INC | $1.2M | 111,744 | 0.00% | 10q | +506.2%+$999.4K |
| Everhart Financial Group, Inc. | $1.2M | 111,409 | 0.08% | 3q | -4.3%-$53.5K |
| Man Group plc | $1.2M | 110,155 | 0.00% | 2q | -33.0%-$582.1K |
| Allianz Asset Management GmbH | $1.2M | 107,588 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $1.1M | 107,147 | 0.01% | 5q | +136.6%+$662.5K |
| State of Tennessee, Department of Treasury | $1.1M | 102,251 | 0.00% | new | NEW |
| Weiss Asset Management LP | $1.1M | 101,115 | 0.01% | new | NEW |
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 |
|---|---|---|---|
| 2026-10-05 | 13G/A | BlackRock, Inc. | 10.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-16 | 2026-10-14 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|
| 2026-05-12 | BLACK DARREN M. | Director | Sold | 5,899,661 | $47.3M |
| 2026-06-26 | Bessler Robert | Director | Sold | 894,337 | $9.1M ×2 |
| 2026-08-11 | Burdick Kenneth A | Director | Sold | 500,000 | $5.8M |
| 2026-05-12 | Bessler Robert | Director | Sold | 575,034 | $4.6M ×2 |
| 2026-05-12 | Shuey Eric | Director | Sold | 243,362 | $2.0M |
| 2026-09-02 | Paunovich Vukasin | Chief Technology Officer | Sold | 42,067 | $541.4K |
| 2026-08-10 | Miller Lisa K | Chief Operating Officer | Sold | 47,912 | $519.8K |
| 2026-08-10 | Paunovich Vukasin | Chief Technology Officer | Sold | 44,394 | $481.7K |
| 2026-08-13 | DeLuca Teresa | Director | Sold | 20,441 | $250.0K |
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 |
|---|---|---|---|---|---|
| 2026-05-12 | TPG GP A, LLC | 10% owner | Sold | 28,281,943 | $226.8M |
| 2026-09-11 | TPG GP A, LLC | 10% owner | Sold | 18,409,705 | $226.3M |
| 2026-08-10 | TPG GP A, LLC | 10% owner | Sold | 13,643,207 | $144.9M |
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 | 75 | $228.2M | 18,974,645 | 19 | 29 | 9 | 0.0% |
| Q2 2026 | 296 | $4.0B | 377,314,500 | 95 | 115 | 53 | 0.2% |
| Q1 2026 | 229 | $2.4B | 368,937,880 | 43 | 91 | 52 | 0.0% |
| Q4 2025 | 210 | $2.6B | 374,223,280 | 35 | 85 | 60 | 0.2% |
| Q3 2025 | 213 | $1.9B | 350,211,665 | 53 | 73 | 58 | 0.6% |
| Q2 2025 | 200 | $1.8B | 349,371,317 | 39 | 67 | 56 | 0.7% |
| Q1 2025 | 185 | $2.3B | 343,349,991 | 44 | 71 | 37 | 1.0% |
| Q4 2024 | 158 | $2.5B | 336,632,306 | 32 | 57 | 34 | 2.1% |
| Q3 2024 | 137 | $2.3B | 329,081,740 | 28 | 55 | 27 | 1.4% |
| Q2 2024 | 132 | $1.6B | 327,195,642 | 34 | 48 | 26 | 0.6% |
| Q1 2024 | 126 | $2.0B | 322,674,862 | 26 | 46 | 29 | 0.6% |
| Q4 2023 | 119 | $2.4B | 310,334,641 | 18 | 36 | 34 | 0.2% |
| Q3 2023 | 118 | $2.1B | 298,420,593 | 26 | 48 | 25 | 0.2% |
| Q2 2023 | 111 | $2.7B | 290,988,403 | 29 | 47 | 18 | 0.1% |
| Q1 2023 | 90 | $2.3B | 313,461,712 | 18 | 28 | 24 | 0.1% |
| Q4 2022 | 84 | $1.4B | 287,869,834 | 18 | 21 | 25 | 0.0% |
| Q3 2022 | 72 | $1.9B | 292,389,021 | 13 | 23 | 19 | 0.0% |
| Q2 2022 | 75 | $1.7B | 298,369,790 | 17 | 30 | 20 | 0.0% |
| Q1 2022 | 71 | $3.0B | 294,318,051 | 19 | 27 | 16 | 0.0% |
| Q4 2021 | 65 | $2.8B | 292,160,243 | 13 | 25 | 15 | 0.1% |
| Q3 2021 | 72 | $4.2B | 288,451,448 | 34 | 19 | 17 | 0.1% |
| Q2 2021 | 81 | $8.0B | 286,615,225 | 81 | 0 | 0 | 0.0% |
