BrightSpring Health Services, Inc. - Preference Shares (BTSGU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Preference Shares
Symbol
BTSGU on Nasdaq
Shares outstanding
8,011,600
Price per share
$126.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,106,077
Total reported value
$718,778,046
% of total 13F portfolios
0%
Share change
-876,180
Value change
-$87,345,344
Number of holders
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BrightSpring Health Services, Inc. - Preference Shares (BTSGU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NORGES BANK 2.5% $12,269,765 200,290 Norges Bank 31 Dec 2024

As of 30 Sep 2025, 35 institutional investors reported holding 7,106,077 shares of BrightSpring Health Services, Inc. - Preference Shares (BTSGU). This represents 89% of the company’s total 8,011,600 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BrightSpring Health Services, Inc. - Preference Shares (BTSGU) together control 88% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Aequim Alternative Investments LP 16% 1,290,000 0% 2.9% $130,406,100
BANK OF MONTREAL /CAN/ 15% 1,207,700 0% 0.05% $122,086,393
BlackRock, Inc. 7.9% 634,350 +0% 0% $64,126,442
Voya Investment Management LLC 7.4% 594,795 -6.8% 0.06% $60,127,827
D. E. Shaw & Co., Inc. 7.3% 582,299 +181% 0.05% $59,043,688
WOLVERINE ASSET MANAGEMENT LLC 6.9% 554,985 +27% 0.82% $56,199,431
Calamos Advisors LLC 3.8% 300,723 -0.09% 0.12% $30,400,088
VAN ECK ASSOCIATES CORP 3% 244,150 +2.1% 0.02% $24,681,000
AMERIPRISE FINANCIAL INC 2.8% 225,000 -7.2% 0.01% $22,804,222
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.5% 200,000 -20% 0.04% $20,218,000
Sculptor Capital LP 2.2% 178,150 -36% 0.25% $18,009,184
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2% 156,705 -4.6% 0.03% $15,841,308
SSI INVESTMENT MANAGEMENT LLC 1.9% 150,135 -0.16% 1% $15,162,133
Weiss Asset Management LP 1.4% 110,553 -64% 0.17% $11,213,812
STATE STREET CORP 1.3% 105,096 +13% 0% $10,651,480
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1.2% 100,000 -56% 0.51% $10,130,250
FMR LLC 1.2% 95,400 -5.2% 0% $9,634,446
BlueCrest Capital Management Ltd 0.85% 68,487 -71% 0.44% $6,923,351
GABELLI FUNDS LLC 0.85% 68,140 -14% 0.05% $6,911,713
Point72 Asset Management, L.P. 0.64% 51,150 0% 0.01% $5,181,980
JPMORGAN CHASE & CO 0.51% 40,800 -7.1% 0% $4,124,472
MORGAN STANLEY 0.44% 34,935 -78% 0% $3,531,579
BARCLAYS PLC 0.41% 32,816 0% 0% $3,317,369
Invesco Ltd. 0.22% 18,000 0% 0% $1,819,620
ADVENT CAPITAL MANAGEMENT /DE/ 0.21% 16,993 -19% 0.04% $1,708,424

Institutional Holders of BrightSpring Health Services, Inc. - Preference Shares (BTSGU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,630 $584,352 $126.21 1
2025 Q3 7,106,077 $718,778,046 -$87,345,344 $101.09 35
2025 Q2 7,982,257 $658,764,983 +$19,433,645 $82.55 35
2025 Q1 7,766,291 $509,524,602 -$9,985,745 $65.00 33
2024 Q4 7,950,053 $498,780,793 +$28,356,924 $62.60 33
2024 Q3 7,454,381 $418,352,185 -$10,845,767 $55.74 33
2024 Q2 7,825,022 $366,253,319 +$37,137,865 $47.07 37
2024 Q1 7,033,932 $314,754,202 +$288,917,705 $45.08 36