$BTSG

$58.36 +$0.00 (0.0%) After hours

$BTSG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 197.9M shares outstanding

Who owns BTSG?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 72.7%

Kohlberg Kravis Roberts & Co. L.P. 13.6% · KKR Phoenix Aggregator L.P. 13.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

434

+85 vs last qtr

Net shares bought

−2.6M

by institutions in Q2 2026

New / sold out

127 / 42

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +4.4M
American Century Companies Inc NEW +3.3M

Biggest sellers in Q2 2026

Kohlberg Kravis Roberts & Co. L.P. −15.0M
FMR LLC −7.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.2M

3 notices from 2 people

Shares covered

86.9K

0.04% of the company

Arranged in advance

17%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Barnes Robert Allen Former officer $4.32M
Greenwell Scott A. Officer 10b5-1 $874K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+86.5%

+23.09% a year

Each share's claim on the business

−46.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$44.5M vs $147M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years86% Under 1 year14%

Quarterly turnover

18.0%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting BTSG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
KK Kohlberg Kravis Roberts & Co. L.P.	26.8M	13.56%	−15.0M (−35.9%)	2024	32.8%
Shares held by quarter Peak holding93.0M (Q3'24) Change over 8 quarters−66.1M Share of the company13.560% Kohlberg Kravis Roberts & Co. L.P.'s full portfolio →
B BlackRock, Inc.	24.5M	12.39%	+4.4M (+21.7%)	2024	0.0%
Shares held by quarter Peak holding24.5M (Q2'26) Change over 8 quarters+19.8M Share of the company12.390% BlackRock, Inc.'s full portfolio →

Kohlberg Kravis Roberts & Co. L.P.

26.8M

% of company

13.56%

Change vs last qtr

−15.0M (−35.9%)

Held since

2024

BlackRock, Inc.

24.5M

% of company

12.39%

Change vs last qtr

+4.4M (+21.7%)

Held since

2024

28 more super investors behind a free account

See every manager holding Brightspring Health Services Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BTSG on Form N-PORT; together they hold 55.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$664M	9.5M	4.81%	0.60%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$363M	5.2M	2.63%	0.02%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$664M

% of company

4.81%

% of the fund

0.60%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$363M

% of company

2.63%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Brightspring Health Services Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KP KKR Phoenix Aggregator L.P. 5%+ holder 13D · 13.6%	26.8M	13.56%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company13.560% Disclosed stake13D · 13.6% View the 13D/G filing →
RJ Rousseau Jon B Insider	7.0M	3.53%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.530% Rousseau Jon B's insider activity →

KKR Phoenix Aggregator L.P.

5%+ holder13D · 13.6%

26.8M

% of company

13.56%

Change vs last qtr

—

Held since

—

Rousseau Jon B

Insider

7.0M

% of company

3.53%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Brightspring Health Services Inc.

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