Who Owns BrightSpring Health Services Stock?
NASDAQ: BTSGHealth CareMedical/Nursing ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 108.13%
- Institutions (% of float)
- 111.61%
- Held by insiders
- 3.13%
- Institutional holders
- 592
- Institutions 96.9%
- Insiders 3.1%
- Public and other 0.0%
Who owns BrightSpring Health Services stock?
Institutional investors own about 108.1% of BrightSpring Health Services's shares, spread across 592 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.13% of BTSG.
The largest institutional holders are Kohlberg Kravis Roberts & Co. L.P. (13.56%), Blackrock Inc. (12.14%) and FMR, LLC (6.77%). Together, the top 10 institutions control 61.1% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BTSG positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BTSG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 26.83M | 13.56% | -35.9% |
| Blackrock Inc. | 24.03M | 12.14% | +22.6% |
| FMR, LLC | 13.39M | 6.77% | -36.2% |
| Invesco Ltd. | 11.94M | 6.04% | +4.0% |
| Vanguard Portfolio Management LLC | 9.95M | 5.03% | +23.8% |
| Price (T.Rowe) Associates Inc | 9.90M | 5.00% | -7.3% |
| Vanguard Capital Management LLC | 7.31M | 3.70% | +16.1% |
| State Street Corporation | 6.26M | 3.17% | +26.9% |
| T. Rowe Price Investment Management, Inc. | 6.04M | 3.05% | -20.8% |
| Geode Capital Management, LLC | 5.18M | 2.62% | +45.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BTSG
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 5.54M | 2.80% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 5.20M | 2.63% |
| iShares Trust-iShares Russell 2000 ETF | 4.17M | 2.11% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.76M | 1.90% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | 3.08M | 1.56% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | 2.21M | 1.12% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 2.17M | 1.10% |
| T. Rowe Price New Horizons Fund, Inc. | 2.09M | 1.06% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 2.00M | 1.01% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.81M | 0.92% |
Frequently asked questions
Who is the largest shareholder of BrightSpring Health Services?
Kohlberg Kravis Roberts & Co. L.P. is the largest institutional shareholder of BTSG, owning 13.56% of shares outstanding (26.83M shares) as of its latest 13F filing.
What percentage of BrightSpring Health Services is owned by institutions?
Institutions own about 108.1% of BTSG shares and 111.6% of the public float.
How much of BrightSpring Health Services do insiders own?
Insiders, such as officers and directors, own about 3.13% of BTSG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.