BTSG · NASDAQ · Medical - Healthcare Information Services

BrightSpring Health Services (BTSG)

Combines specialty and community pharmacy with home-based clinical and personal care.

$56.92
vs last close+1.06 (+1.90%)

13F · 13D/G · Form 4

Institutions≈ 103.77%205.32M shares
434 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.47%934.2K shares
11 holders · as of Sep 16, 2026
Adds to104.24%

197.86M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 104.24%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Kohlberg Kravis Roberts & Co. L.P.Institution
13.56%26.83Mas of Jun 30, 2026
BlackRock, Inc.Institution
12.14%24.03Mas of Jun 30, 2026
FMR LLCInstitution
6.77%13.39Mas of Jun 30, 2026
Invesco Ltd.Institution
6.04%11.94Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.03%9.95Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
5.00%9.90Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.70%7.31Mas of Jun 30, 2026
State Street CorpInstitution
3.17%6.26Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
3.05%6.04Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.62%5.18Mas of Jun 30, 2026
AllianceBernstein L.P.Institution
2.18%4.32Mas of Jun 30, 2026
Manufacturers Life Insurance Company, theInstitution
1.73%3.43Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
1.70%3.36Mas of Jun 30, 2026
American Century Companies IncInstitution
1.66%3.29Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.38%2.74Mas of Jun 30, 2026
Marshall Wace, LLPInstitution
1.33%2.64Mas of Jun 30, 2026
Morgan StanleyInstitution
1.10%2.17Mas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
1.06%2.09Mas of Jun 30, 2026
Brown Advisory IncInstitution
0.99%1.96Mas of Jun 30, 2026
Norges BankInstitution
0.99%1.96Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.96%1.89Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.96%1.89Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.92%1.83Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
0.91%1.80Mas of Jun 30, 2026
Farallon Capital Management LLCInstitution
0.88%1.73Mas of Jun 30, 2026

13F, as of Jun 30, 2026

434 holders · 205.32M shares · 125 new positions · 312 increased · 84 reduced · 40 closed

HolderShares% outstandingChg q/qFiled
Kohlberg Kravis Roberts & Co. L.P.26.83M13.56%−14.99MAug 14, 2026
BlackRock, Inc.24.03M12.14%+4.43MAug 7, 2026
FMR LLC13.39M6.77%−7.59MAug 13, 2026
Invesco Ltd.11.94M6.04%+459.9KAug 14, 2026
Vanguard Portfolio Management LLC9.95M5.03%+1.91MAug 13, 2026
Price T Rowe Associates Inc /MD/9.90M5.00%−774.8KAug 14, 2026
Vanguard Capital Management LLC7.31M3.70%+1.02MAug 13, 2026
State Street Corp6.26M3.17%+1.33MAug 7, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Henry R. Kravisincl. George R. Roberts, KKR Phoenix Aggregator GP LLC +9 more13.70%26.92M13DJun 5, 2026
Walgreen Boots Alliance, Inc.13.40%23.24M13GNov 14, 2024
FMR LLC10.90%21.20M13GMay 6, 2026
BlackRock, Inc.10.60%20.56M13GApr 7, 2026
T. Rowe Price Associates, Inc.5.70%10.18M13GNov 14, 2025
Invesco Ltd.5.30%9.18M13GAug 7, 2025
Vanguard Portfolio Management5.21%10.11M13GJul 31, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 14, 2026
Scott A. Greenwellofficer: President, PharMerica
Sale15,099$57.9131,246
Jun 5, 2026
Jennifer A. Phippsofficer: Chief Financial Officer
Sale35,000$58.75250,224
Jun 5, 2026
Lisa A. Nalleyofficer: See Remarks
Sale35,000$58.75131,948
Jun 5, 2026
Jon B. Rousseaudirector, officer: See Remarks
Sale · 2 lots260,000$58.751,194,503
Jun 5, 2026
Phoenix Aggregator L.P. KKR10 percent owner
Sale14,669,771$58.4527,154,488
Jun 5, 2026
KKR Group Partnership L.P.10 percent owner
Sale14,669,771$58.4527,154,488
Mar 4, 2026
Jennifer A. Phippsofficer: Chief Financial Officer
Sale35,000$41.15196,840
Mar 4, 2026
Jon B. Rousseaudirector, officer: See Remarks
Sale220,000$41.151,023,880
Mar 4, 2026
Lisa A. Nalleyofficer: See Remarks
Sale30,000$41.15110,594
Mar 4, 2026
Phoenix Aggregator L.P. KKR10 percent owner
Sale19,715,000$40.9642,227,032

House and Senate disclosures

Not reported.