BTSG Institutional Ownership
BrightSpring Health Services, Inc. Common Stock
1W: -6.5%
1M: +3.2%
3M: -15.9%
YTD: +52.0%
1Y: +74.0%
$58.36
-0.52 (-0.88%)
Weekly Expected Move ±4.3%
$55
$58
$60
$63
$65
Credit Risk of going bust: lower than 58% of companies Debt: 17.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.01 (down 98%), BrightSpring Health Services, Inc. Common Stock would be worth roughly what it owes.
Total debt $2.39B against a stock market value of $11.55B.
Distance to default 5.91 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.12B (short-term plus half of long-term), stock volatility 44.1%; Altman Z'' 2.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.01 (down 98%), BrightSpring Health Services, Inc. Common Stock would be worth roughly what it owes.
Total debt $2.39B against a stock market value of $11.55B.
Distance to default 5.91 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.12B (short-term plus half of long-term), stock volatility 44.1%; Altman Z'' 2.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BTSG
462
Institutional Holders
+90 vs prior quarter
0.0%
Ownership
+0.00pp
$13B
Total Invested
126
New Positions
184
Increased
122
Reduced
37
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (485 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kohlberg Kravis Roberts & Co. L.P. | 26,829,880 | $1.6B | -14,994,379 | -35.9% | 10Q | SEC ↗ |
| 2 | BlackRock, Inc. | 24,027,537 | $1.4B | +4,425,378 | +22.6% | 8Q | SEC ↗ |
| 3 | FMR LLC | 13,393,155 | $782M | -7,585,378 | -36.2% | 10Q | SEC ↗ |
| 4 | Invesco Ltd. | 11,942,017 | $697M | +459,861 | +4.0% | 10Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9,946,458 | $580M | +1,913,688 | +23.8% | 2Q | SEC ↗ |
| 6 | PRICE T ROWE ASSOCIATES INC /MD | 9,898,862 | $578M | -774,799 | -7.3% | 10Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 7,312,566 | $427M | +1,016,820 | +16.2% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 6,263,316 | $366M | +1,329,375 | +26.9% | 10Q | SEC ↗ |
| 9 | T. Rowe Price Investment Management, I | 6,041,971 | $353M | -1,587,180 | -20.8% | 7Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,183,124 | $302M | +1,618,171 | +45.4% | 10Q | SEC ↗ |
| 11 | ALLIANCEBERNSTEIN L.P. | 4,320,642 | $252M | +770,208 | +21.7% | 10Q | SEC ↗ |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, | 3,432,423 | $200M | -826,842 | -19.4% | 10Q | SEC ↗ |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 3,360,970 | $196M | +109,579 | +3.4% | 5Q | SEC ↗ |
| 14 | AMERICAN CENTURY COMPANIES INC NEW | 3,291,039 | $192M | — | +0.0% | 1Q | SEC ↗ |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2,738,751 | $160M | -154,028 | -5.3% | 6Q | SEC ↗ |
| 16 | MARSHALL WACE, LLP | 2,636,177 | $154M | -18,181 | -0.7% | 6Q | SEC ↗ |
| 17 | MORGAN STANLEY | 2,167,944 | $127M | +1,103,929 | +103.8% | 10Q | SEC ↗ |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,093,256 | $122M | +722,816 | +52.7% | 9Q | SEC ↗ |
| 19 | BROWN ADVISORY INC | 1,958,436 | $114M | -208,289 | -9.6% | 4Q | SEC ↗ |
| 20 | NORGES BANK NEW | 1,955,905 | $114M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 1,889,829 | $110M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,889,829 | $110M | +302,233 | +19.0% | 10Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 1,827,855 | $107M | +293,701 | +19.1% | 10Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 1,798,601 | $105M | +438,378 | +32.2% | 4Q | SEC ↗ |
| 25 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 1,732,800 | $101M | +115,800 | +7.2% | 10Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 1,694,318 | $99M | +961,781 | +131.3% | 10Q | SEC ↗ |
| 27 | Nuveen, LLC | 1,682,635 | $98M | +157,466 | +10.3% | 6Q | SEC ↗ |
| 28 | FRANKLIN RESOURCES INC | 1,678,416 | $98M | +415,128 | +32.9% | 6Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 1,661,946 | $97M | +420,502 | +33.9% | 10Q | SEC ↗ |
| 30 | Thrivent Financial for Lutherans | 1,646,776 | $96M | +439,449 | +36.4% | 3Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 1,618,435 | $94M | +55,745 | +3.6% | 9Q | SEC ↗ |
| 32 | VIKING GLOBAL INVESTORS LP NEW | 1,618,237 | $94M | — | +0.0% | 1Q | SEC ↗ |
| 33 | VOYA INVESTMENT MANAGEMENT LLC | 1,546,291 | $90M | -491,831 | -24.1% | 10Q | SEC ↗ |
| 34 | Woodline Partners LP | 1,221,396 | $71M | — | +0.0% | 5Q | SEC ↗ |
| 35 | FEDERATED HERMES, INC. | 1,204,036 | $70M | +8,313 | +0.7% | 8Q | SEC ↗ |
| 36 | OBERWEIS ASSET MANAGEMENT INC | 1,185,280 | $69M | +26,310 | +2.3% | 5Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 1,142,278 | $67M | +214,463 | +23.1% | 2Q | SEC ↗ |
| 38 | Zurcher Kantonalbank (Zurich Cantonalb | 1,104,701 | $64M | +1,058,064 | +2268.7% | 9Q | SEC ↗ |
| 39 | TD Asset Management Inc | 1,033,115 | $60M | +305,621 | +42.0% | 9Q | SEC ↗ |
| 40 | Capital Research Global Investors NEW | 1,000,664 | $58M | — | +0.0% | 1Q | SEC ↗ |
| 41 | SEVEN GRAND MANAGERS, LLC | 1,000,000 | $58M | +400,000 | +66.7% | 3Q | SEC ↗ |
| 42 | ALTA FOX CAPITAL MANAGEMENT, LLC | 977,000 | $57M | -446,400 | -31.4% | 4Q | SEC ↗ |
| 43 | PRINCIPAL FINANCIAL GROUP INC | 948,971 | $55M | +144,596 | +18.0% | 5Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 948,736 | $55M | -21,541 | -2.2% | 7Q | SEC ↗ |
| 45 | WESTFIELD CAPITAL MANAGEMENT CO LP NEW | 897,804 | $52M | — | +0.0% | 1Q | SEC ↗ |
| 46 | RENAISSANCE TECHNOLOGIES LLC NEW | 760,801 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 47 | FIRST TRUST ADVISORS LP | 731,031 | $43M | +196,395 | +36.7% | 7Q | SEC ↗ |
| 48 | Allspring Global Investments Holdings, | 711,784 | $42M | -148,350 | -17.2% | 5Q | SEC ↗ |
| 49 | LMR Partners LLP | 676,230 | $39M | +175,201 | +35.0% | 2Q | SEC ↗ |
| 50 | UBS Group AG | 623,476 | $36M | +69,816 | +12.6% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 3,291,039 | $192M |
| NORGES BANK | 1,955,905 | $114M |
| Sixth Street Partners Management Co | 1,889,829 | $110M |
| VIKING GLOBAL INVESTORS LP | 1,618,237 | $94M |
| Capital Research Global Investors | 1,000,664 | $58M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 897,804 | $52M |
| RENAISSANCE TECHNOLOGIES LLC | 760,801 | $44M |
| TD Waterhouse Canada Inc. | 315,463 | $18M |
| Jupiter Topco LLC | 267,486 | $16M |
| AXIOM INVESTORS LLC /DE | 259,867 | $15M |
| AGF MANAGEMENT LTD | 242,706 | $14M |
| STOREBRAND ASSET MANAGEMENT AS | 240,335 | $14M |
| MACKENZIE FINANCIAL CORP | 198,547 | $12M |
| PEREGRINE CAPITAL MANAGEMENT LLC | 185,136 | $11M |
| Science & Technology Partners, L.P. | 176,135 | $10M |
| NAVELLIER & ASSOCIATES INC | 146,048 | $9M |
| WINTON GROUP Ltd | 144,400 | $8M |
| Weiss Asset Management LP | 143,255 | $8M |
| Gotham Asset Management, LLC | 137,718 | $8M |
| RENAISSANCE GROUP LLC | 132,090 | $8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Holocene Advisors, LP | 892,200 | $52M |
| ORBIMED ADVISORS LLC | 497,800 | $29M |
| Sio Capital Management, LLC | 308,010 | $18M |
| HBK INVESTMENTS L P | 300,000 | $18M |
| Park West Asset Management LLC | 294,056 | $17M |
| Alyeska Investment Group, L.P. | 200,000 | $12M |
| Qube Research & Technologies Ltd | 160,896 | $9M |
| Centiva Capital, LP | 128,687 | $8M |
| ELEMENT CAPITAL MANAGEMENT LLC | 116,757 | $7M |
| Candriam S.C.A. | 111,998 | $7M |
| Persistent Asset Partners Ltd | 93,897 | $5M |
| Bellevue Group AG | 92,095 | $5M |
| National Philanthropic Trust | 91,084 | $5M |
| Roberts Foundation | 82,025 | $5M |
| Advisors Preferred, LLC | 80,254 | $5M |
| Cinctive Capital Management LP | 70,162 | $4M |
| Squarepoint Ops LLC | 58,299 | $3M |
| GSA CAPITAL PARTNERS LLP | 37,581 | $2M |
| Inspire Investing, LLC | 37,059 | $2M |
| Catalyst Funds Management Pty Ltd | 36,800 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +4,425,378 | +22.6% | 24,027,537 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,913,688 | +23.8% | 9,946,458 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,618,171 | +45.4% | 5,183,124 |
| STATE STREET CORP | +1,329,375 | +26.9% | 6,263,316 |
| MORGAN STANLEY | +1,103,929 | +103.8% | 2,167,944 |
| Zurcher Kantonalbank (Zurich Canton | +1,058,064 | +2268.7% | 1,104,701 |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,016,820 | +16.2% | 7,312,566 |
| Bank of New York Mellon Corp | +961,781 | +131.3% | 1,694,318 |
| ALLIANCEBERNSTEIN L.P. | +770,208 | +21.7% | 4,320,642 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +722,816 | +52.7% | 2,093,256 |
| Artia Global Partners LP | +463,515 | +861.6% | 517,315 |
| Invesco Ltd. | +459,861 | +4.0% | 11,942,017 |
| Thrivent Financial for Lutherans | +439,449 | +36.4% | 1,646,776 |
| AMERIPRISE FINANCIAL INC | +438,378 | +32.2% | 1,798,601 |
| NORTHERN TRUST CORP | +420,502 | +33.9% | 1,661,946 |
| FRANKLIN RESOURCES INC | +415,128 | +32.9% | 1,678,416 |
| SEVEN GRAND MANAGERS, LLC | +400,000 | +66.7% | 1,000,000 |
| BESSEMER GROUP INC | +381,825 | +86778.4% | 382,265 |
| HSBC HOLDINGS PLC | +351,216 | +7301.8% | 356,026 |
| TD Asset Management Inc | +305,621 | +42.0% | 1,033,115 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | -14,994,379 | -35.9% | 26,829,880 |
| FMR LLC | -7,585,378 | -36.2% | 13,393,155 |
| CITADEL ADVISORS LLC | -2,570,778 | -83.3% | 517,146 |
| T. Rowe Price Investment Management | -1,587,180 | -20.8% | 6,041,971 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -1,455,476 | -97.0% | 44,524 |
| MILLENNIUM MANAGEMENT LLC | -1,108,746 | -82.4% | 237,030 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -826,842 | -19.4% | 3,432,423 |
| PRICE T ROWE ASSOCIATES INC /MD | -774,799 | -7.3% | 9,898,862 |
| Integral Health Asset Management, L | -700,000 | -56.0% | 550,000 |
| VOYA INVESTMENT MANAGEMENT LLC | -491,831 | -24.1% | 1,546,291 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | -446,400 | -31.4% | 977,000 |
| BRAIDWELL LP | -419,809 | -41.3% | 596,753 |
| Trexquant Investment LP | -410,013 | -89.2% | 49,872 |
| HENNESSY ADVISORS INC | -293,500 | -60.1% | 194,800 |
| Point72 Asset Management, L.P. | -286,522 | -59.9% | 192,145 |
| Sea Cliff Partners Management, LP | -235,510 | -30.0% | 548,934 |
| BROWN ADVISORY INC | -208,289 | -9.6% | 1,958,436 |
| DIMENSIONAL FUND ADVISORS LP | -154,028 | -5.3% | 2,738,751 |
| Allspring Global Investments Holdin | -148,350 | -17.2% | 711,784 |
| PRUDENTIAL FINANCIAL INC | -146,620 | -32.3% | 307,770 |