BrightSpring Health Services, Inc. (BTSG) Ownership
BTSG ownership summary
as of October 17, 2026- Institutions
- 108.1% of shares outstanding
- Insiders
- 3.12% of shares outstanding
- Shares outstanding
- 197.9M
- Float
- 150.7M shares available to trade
- Short interest
- 9.39% 12.0M shares short
- Days to cover
- 4.84 short interest up 17.7% vs prior month
- Institutions 108.14%
- Insiders 3.12%
BTSG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Kohlberg Kravis Roberts & Co LP | 13.56% | 26.8M | $1.63B | −15.0M (−35.9%) | June 30, 2026 |
| 2 | BlackRock Inc | 12.14% | 24.0M | $1.46B | +4.4M (+22.6%) | June 30, 2026 |
| 3 | FMR Inc | 6.77% | 13.4M | $815.2M | −7.6M (−36.2%) | June 30, 2026 |
| 4 | Amvescap Plc. | 6.04% | 11.9M | $726.9M | +459,861 (+4.0%) | June 30, 2026 |
| 5 | Vanguard Portfolio Management, LLC | 5.03% | 9.9M | $605.4M | +1.9M (+23.8%) | June 30, 2026 |
| 6 | T. Rowe Price Associates, Inc. | 5.00% | 9.9M | $602.5M | −774,799 (−7.3%) | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 3.70% | 7.3M | $445.1M | +1.0M (+16.2%) | June 30, 2026 |
| 8 | State Street Corp | 3.17% | 6.3M | $381.2M | +1.3M (+26.9%) | June 30, 2026 |
| 9 | T. Rowe Price Investment Management,Inc. | 3.05% | 6.0M | $367.8M | −1.6M (−20.8%) | June 30, 2026 |
| 10 | Geode Capital Management, LLC | 2.62% | 5.2M | $315.5M | +1.6M (+45.4%) | June 30, 2026 |
| 11 | AllianceBernstein L.P. | 2.18% | 4.3M | $263.0M | +770,208 (+21.7%) | June 30, 2026 |
| 12 | Manufacturers Life Insurance Co | 1.73% | 3.4M | $208.9M | −826,842 (−19.4%) | June 30, 2026 |
| 13 | Fuller & Thaler Asset Management Inc | 1.70% | 3.4M | $204.6M | +109,579 (+3.4%) | June 30, 2026 |
| 14 | American Century Companies Inc | 1.66% | 3.3M | $200.3M | +3.3M (0.0%) | June 30, 2026 |
| 15 | Dimensional Fund Advisors, Inc. | 1.38% | 2.7M | $166.7M | −154,028 (−5.3%) | June 30, 2026 |
| 16 | Marshall Wace Asset Management Ltd | 1.33% | 2.6M | $160.5M | −18,181 (−0.7%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.10% | 2.2M | $132.0M | +1.1M (+103.8%) | June 30, 2026 |
| 18 | Arrowstreet Capital Limited Partnership | 1.06% | 2.1M | $127.4M | +722,816 (+52.7%) | June 30, 2026 |
| 19 | Brown Advisory Holdings Inc | 0.99% | 2.0M | $119.2M | −208,289 (−9.6%) | June 30, 2026 |
| 20 | NORGES BANK | 0.99% | 2.0M | $119.1M | +1.9M (+2,845.1%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 18.7M shares and 8 cut 26.1M.
BTSG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.06% | 6.1M | $368.9M | −2,160 (−0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.63% | 5.2M | $317.1M | −5,538 (−0.1%) | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.21% | 4.4M | $265.7M | −37,404 (−0.8%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 1.91% | 3.8M | $229.6M | +3,378 (+0.1%) | August 31, 2026 |
| 5 | Invesco Discovery A | 1.50% | 3.0M | $180.8M | +146,948 (+5.2%) | August 31, 2026 |
| 6 | Invesco S&P MidCap Momentum ETF | 1.10% | 2.2M | $131.9M | — | September 30, 2026 |
| 7 | Vanguard MStar Small Cap Growth Indx Inv | 1.09% | 2.2M | $131.8M | −13,949 (−0.6%) | August 31, 2026 |
| 8 | FullerThaler Behavioral Sm-Cp Gr R6 | 1.05% | 2.1M | $126.1M | +181,400 (+9.6%) | March 31, 2026 |
| 9 | Fidelity Small Cap Growth | 1.01% | 2.0M | $121.6M | −415,620 (−17.2%) | July 31, 2026 |
| 10 | T. Rowe Price Small-Cap Stock | 0.95% | 1.9M | $114.7M | +125,645 (+7.1%) | August 31, 2026 |
| 11 | Fidelity Small Cap Index | 0.90% | 1.8M | $108.6M | +15,277 (+0.9%) | July 31, 2026 |
| 12 | T. Rowe Price New Horizons | 0.82% | 1.6M | $99.0M | −467,601 (−22.3%) | August 31, 2026 |
| 13 | iShares Russell 2000 Growth ETF | 0.79% | 1.6M | $95.7M | −1,989 (−0.1%) | September 30, 2026 |
| 14 | T. Rowe Price Integrated US Sm Gr Eq | 0.74% | 1.5M | $89.5M | +67,100 (+4.8%) | August 31, 2026 |
| 15 | Invesco Discovery Mid Cap Growth Y | 0.63% | 1.2M | $76.0M | +208,974 (+20.1%) | August 31, 2026 |
| 16 | Columbia Small Cap Growth Inst | 0.60% | 1.2M | $72.6M | +495,421 (+71.1%) | August 31, 2026 |
| 17 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.58% | 1.2M | $70.4M | −13,036 (−1.1%) | August 31, 2026 |
| 18 | Strategic Advisers Fidelity US TtlStk | 0.56% | 1.1M | $67.3M | +414,500 (+60.0%) | August 31, 2026 |
| 19 | Fidelity Stock Selector Small Cap | 0.53% | 1.0M | $63.7M | — | July 31, 2026 |
| 20 | Fidelity Small Cap Growth K6 | 0.52% | 1.0M | $63.2M | −285,530 (−21.6%) | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BTSG insider transactions
latest 8| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | Jennifer A Phipps | Sell | $41.15 | 35,000 | $1.4M |
| 2026-03-04 | Jon B Rousseau | Sell | $41.15 | 220,000 | $9.1M |
| 2026-03-04 | Lisa A Nalley | Sell | $41.15 | 30,000 | $1.2M |
| 2025-10-22 | Jon B Rousseau | Sell | $28.78 | 235,000 | $6.8M |
| 2025-10-22 | Lisa A Nalley | Sell | $28.78 | 20,000 | $575,600 |
| 2025-06-24 | Phoenix Aggregator L.P. Kkr | Sell | $21.15 | 2,100,000 | $44.4M |
| 2025-06-12 | Jon B Rousseau | Sell | $21.75 | 531,840 | $11.6M |
| 2025-06-12 | Phoenix Aggregator L.P. Kkr | Sell | $21.15 | 13,288,101 | $281.0M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BTSG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BTSG
Institutional investors own 108.1% of BrightSpring Health Services's shares and insiders 3.12%. The largest holder is Kohlberg Kravis Roberts & Co LP with 13.56% of the shares (26.8M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 9.39% of the float, or 4.84 days of average trading volume. The share count rose 51.5% since 2019.
Related: BTSG analyst forecast, BTSG key metrics. See the BTSG stock overview for the latest quote and news.
BTSG ownership FAQ
Who owns the most BrightSpring Health Services stock?
The largest shareholders of BrightSpring Health Services are Kohlberg Kravis Roberts & Co LP (13.56%), BlackRock Inc (12.14%), FMR Inc (6.77%), Amvescap Plc. (6.04%), Vanguard Portfolio Management, LLC (5.03%).
What percentage of BrightSpring Health Services is owned by institutions?
Institutions hold 108.1% of BrightSpring Health Services's shares outstanding; insiders hold 3.12%.
Which funds own BrightSpring Health Services?
The largest fund holders of BrightSpring Health Services are iShares Core S&P Mid-Cap ETF (3.06%), Vanguard MStar Total Stk Mkt Idx Invest (2.63%), iShares Russell 2000 ETF (2.21%), Vanguard Small Cap Index (1.91%), Invesco Discovery A (1.50%).
What is BrightSpring Health Services's short interest?
12.0M shares of BrightSpring Health Services were sold short, 9.39% of the float; at the average daily volume it would take 4.84 days to cover.
Are insiders buying or selling BrightSpring Health Services?
Of the latest 8 reported insider transactions in BrightSpring Health Services (since June 12, 2025), 0 were purchases and 8 were sales.
How many shares of BrightSpring Health Services are outstanding?
BrightSpring Health Services has 197.9M shares outstanding, of which 150.7M are in the public float.