BrightSpring Health Services, Inc. Common Stock
BrightSpring Health Services, Inc. Common Stock (BTSG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BTSG · as of Mar 31, 2025
Ownership Breakdown
169
Institutional Holders
▲ 29 vs Q4
$3.54B
Total Inst. Value
▲ $189.83M vs Q4
193.92M
Shares Outstanding
freeFloat 61.60%
195.94M
13F Shares Held
▼ 982,487 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BTSG largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
KOHLBERG KRAVIS ROBERTS & CO. L.P. services-home health care services | 92.96M | 46.25% | 46.25% | $1.68T | May 15, 2025 | — held |
FMR LLC services-home health care services | 26.11M | 12.99% | 12.99% | $472.39B | May 12, 2025 | ▲ 4.01M |
WALGREENS BOOTS ALLIANCE, INC. services-home health care services | 11.24M | 5.59% | 5.59% | $203.33B | May 14, 2025 | ▼ 12.00M |
VANGUARD GROUP INC services-home health care services | 6.63M | 3.30% | 3.30% | $120.00B | May 9, 2025 | ▲ 1.31M |
INVESCO LTD. services-home health care services | 6.17M | 3.07% | 3.07% | $111.66B | May 12, 2025 | ▲ 1.79M |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-home health care services | 5.77M | 2.87% | 2.87% | $104.43B | May 14, 2025 | ▲ 4.19M |
ALLIANCEBERNSTEIN L.P. services-home health care services | 4.86M | 2.42% | 2.42% | $87.94B | May 15, 2025 | ▼ 522.8K |
BLACKROCK, INC. services-home health care services | 4.20M | 2.09% | 2.09% | $76.01B | May 2, 2025 | ▼ 189.2K |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND services-home health care services | 2.85M | 1.42% | 1.42% | $51.60B | May 14, 2025 | ▼ 397.7K |
POINT72 ASSET MANAGEMENT, L.P. services-home health care services | 2.54M | 1.27% | 1.27% | $46.03B | Jul 21, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
22
Increased
+13.65M shares7
New Positions
first time holders20
Decreased
−19.81M shares0
Sold Out
fully exitedNet shares change (top 50)
6.16M
+13.65M / −19.81M
Net new holders
+9
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BTSG insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
7
Buy transactions
15
Sell transactions
0.47
Buy/Sell ratio
$31M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
KKR Group Partnership L.P. 10 percent owner | Jun 5, 2026 | Sale | 14,669,771 | $58.45 | $857.49M | 27.15M | Form 4 ↗ |
KKR Group Partnership L.P. 10 percent owner | Jun 5, 2026 | J-Other | 324,608 | — | — | 26.83M | Form 4 ↗ |
KKR Group Partnership L.P. 10 percent owner | Jun 5, 2026 | Gift | 23,263 | — | — | 0 | Form 4 ↗ |
KKR Phoenix Aggregator L.P. 10 percent owner | Jun 5, 2026 | Sale | 14,669,771 | $58.45 | $857.49M | 27.15M | Form 4 ↗ |
KKR Phoenix Aggregator L.P. 10 percent owner | Jun 5, 2026 | J-Other | 324,608 | — | — | 26.83M | Form 4 ↗ |
KKR Phoenix Aggregator L.P. 10 percent owner | Jun 5, 2026 | Gift | 23,263 | — | — | 0 | Form 4 ↗ |
ROUSSEAU JON B See Remarks | Jun 5, 2026 | Sale | 130,000 | $58.75 | $7.64M | 1.19M | Form 4 ↗ |
ROUSSEAU JON B See Remarks | Jun 5, 2026 | Sale | 130,000 | $58.75 | $7.64M | 0 | Form 4 ↗ |
Nalley Lisa A See Remarks | Jun 5, 2026 | Sale | 35,000 | $58.75 | $2.06M | 131.9K | Form 4 ↗ |
Phipps Jennifer A Chief Financial Officer | Jun 5, 2026 | Sale | 35,000 | $58.75 | $2.06M | 250.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
BrightSpring Health Services, Inc. Common Stock (BTSG) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 38.40%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of BrightSpring Health Services, Inc. Common Stock is KOHLBERG KRAVIS ROBERTS & CO. L.P., holding approximately 92.96 million shares — equal to 46.25% of outstanding shares — as of March 31, 2025.
A total of 169 institutional investors currently hold BTSG stock, with a combined institutional value of approximately $3.54 billion as of the most recent 13F filing period.
Frequently asked questions
BTSG ownershipBrightSpring Health Services, Inc. Common Stock (BTSG) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is KOHLBERG KRAVIS ROBERTS & CO. L.P. with a 46.25% stake. Company insiders hold 38.40%. Data sourced from SEC Form 13F as of March 31, 2025.