BTSGNasdaqServices-Home Health Care ServicesFiscal year ends December 31Also trades as BTSGU
BrightSpring Health Services, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$61.29+0.42 (+0.69%)
Close on Oct 19, 2026
- Market cap
- $13.50B
- P/E (TTM)
- 37.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
208M
Shares held, 13F filers
Institutional holders
421
125 new, 39 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $3.36B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Invesco Ltd. | 9,178,327 | 5.30% | 13G (passive) | Jun 30, 2025 |
| George R. Roberts | 41,938,202 | 21.80% | 13D (active) amendment | Mar 2, 2026 |
| Henry R. Kravis | 26,916,102 | 13.70% | 13D (active) amendment | Jun 3, 2026 |
| BlackRock, Inc. | 23,745,051 | 12.00% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 21,200,805 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC | 13,678,155 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| T. Rowe Price Associates, Inc. | 10,184,318 | 5.70% | 13G (passive) | Sep 30, 2025 |
| Vanguard Portfolio Management | 10,105,607 | 5.21% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BTSG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 26,829,880 | – | $1.87B | −14,994,379 | 32.78% |
| BlackRock, Inc. | 24,027,537 | – | $1.68B | +4,425,378 | 0.02% |
| FMR LLC | 13,393,155 | – | $934.04M | −7,585,378 | 0.04% |
| Invesco Ltd. | 11,942,017 | – | $832.84M | +459,861 | 0.07% |
| Vanguard Portfolio Management LLC | 9,946,458 | – | $693.67M | +1,913,688 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 9,898,862 | – | $690.35K | −774,799 | 0.07% |
| Vanguard Capital Management LLC | 7,312,566 | – | $509.98M | +1,016,820 | 0.01% |
| State Street Corp | 6,263,316 | – | $436.80M | +1,329,375 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 6,041,971 | – | $421.37K | −1,587,180 | 0.28% |
| Geode Capital Management, LLC | 5,183,124 | – | $375.85M | +1,618,171 | 0.02% |
| Alliancebernstein L.P. | 4,320,642 | – | $184.10M | +770,208 | 0.06% |
| Manufacturers Life Insurance Company, The | 3,432,423 | – | $239.38M | −826,842 | 0.19% |
| Fuller & Thaler Asset Management, Inc. | 3,360,970 | – | $234.39M | +109,579 | 0.64% |
| American Century Companies Inc | 3,291,039 | – | $229.52M | New | 0.10% |
| Dimensional Fund Advisors LP | 2,738,751 | – | $190.99M | −154,028 | 0.03% |
| Marshall Wace, Llp | 2,636,177 | – | $183.85M | −18,181 | 0.15% |
| Morgan Stanley | 2,167,944 | – | $151.19M | +1,103,929 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 2,093,256 | – | $145.98M | +722,816 | 0.06% |
| Brown Advisory Inc | 1,958,436 | – | $136.58M | −208,289 | 0.21% |
| Norges Bank | 1,955,905 | – | $136.40M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 421 | 208M | 125 / 184 | 84 / 39 | 37M | 39M |
| Q1 2026 | 338 | 209M | 96 / 149 | 70 / 35 | 42M | 32M |
| Q4 2025 | 286 | 215M | 95 / 113 | 63 / 32 | 39M | 32M |
| Q3 2025 | 228 | 208M | 64 / 88 | 65 / 35 | 26M | 24M |
| Q2 2025 | 201 | 206M | 66 / 88 | 34 / 27 | 46M | 36M |
| Q1 2025 | 163 | 196M | 46 / 60 | 42 / 19 | 22M | 21M |
| Q4 2024 | 137 | 197M | 31 / 55 | 31 / 20 | 14M | 13M |
| Q3 2024 | 129 | 197M | 41 / 44 | 28 / 6 | 28M | 23M |
| Q2 2024 | 96 | 196M | 29 / 38 | 17 / 18 | 11M | 10M |
| Q1 2024 | 86 | 195M | 86 / 0 | 0 / 0 | 195M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BTSG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9,525,929 | – | $664.34M | 0.60% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,199,850 | – | $362.64M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,189,578 | – | $292.18M | 0.35% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,759,269 | – | $262.17M | 0.14% | Jun 30, 2026 |
| Invesco Discovery Fund | 3,083,033 | – | $190.16M | 2.43% | May 31, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 2,207,800 | – | $153.97M | 2.49% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,166,669 | – | $151.10M | 0.32% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 2,094,465 | – | $146.07M | 0.99% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 1,997,697 | – | $119.28M | 1.36% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,813,251 | – | $126.46M | 0.13% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,788,695 | – | $124.74M | 1.34% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,784,236 | – | $106.54M | 0.31% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,506,702 | – | $105.08M | 0.68% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,451,382 | – | $101.22M | 0.60% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1,444,498 | – | $100.74M | 1.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jon B. Rousseau | See Remarks, Director | 1,507,947 | Jul 28, 2026 |
| Scott A. Greenwell | President, PharMerica | 46,345 | Sep 16, 2026 |
| Lisa A. Nalley | See Remarks | 131,948 | Jun 5, 2026 |
| Jennifer A. Phipps | Chief Financial Officer | 250,224 | Jun 5, 2026 |
| Robert Allen Barnes | President, Community Living | 25,549 | Mar 31, 2026 |
| Michael A. McMaude | See Remarks | 207,590 | Jun 13, 2025 |
| Jennifer Yowler | President, PharMerica | 75,401 | Mar 19, 2025 |
| James F. Mattingly Jr | See Remarks | 122,665 | Jan 28, 2025 |
| Nigam H. Shah | Director | 4,013 | Jun 12, 2026 |
| Steven B. Miller | Director | 23,106 | May 7, 2026 |
| Olivia F. Kirtley | Director | 36,997 | May 7, 2026 |
| Timothy A. Wicks | Director | 25,504 | May 7, 2026 |
| Americas XII Ltd KKR | 10% owner | 62,351,337 | Jun 5, 2026 |
| Americas Fund XII L.P. KKR | 10% owner | 92,959,984 | Jun 5, 2026 |
| Group Co. Inc. KKR | 10% owner | 77,096,337 | Jun 5, 2026 |
| & Co. Inc. KKR | 10% owner | 42,227,032 | Jun 5, 2026 |
| Group Partnership L.P. KKR | 10% owner | 79,196,337 | Jun 5, 2026 |
| Henry R. Kravis | 10% owner | 27,154,488 | Jun 5, 2026 |
| George R. Roberts | 10% owner | – | Jun 5, 2026 |
| Management LLP KKR | 10% owner | 92,959,984 | Jun 5, 2026 |
| Group Holdings Corp. KKR | 10% owner | – | Jun 5, 2026 |
| Associates Americas XII L.P. KKR | 10% owner | 26,829,880 | Jun 5, 2026 |
| Phoenix Aggregator L.P. KKR | 10% owner | 79,671,883 | Jun 5, 2026 |
| Phoenix Aggregator GP LLC KKR | 10% owner | 42,227,032 | Jun 5, 2026 |
| Walgreens Boots Alliance, Inc. | – | 11,239,996 | Feb 20, 2025 |
| Co Walgreen | – | – | Feb 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott A. Greenwell President, PharMerica | Sep 14, 2026 | Option exercise | +11,973 | $22.27 | $266.64K | 46,345 |
| Scott A. Greenwell President, PharMerica | Sep 14, 2026 | Sale(10b5-1 plan) | −15,099 | $57.91 | $874.38K | 31,246 |
| Jon B. Rousseau See Remarks, Director | Jul 25, 2026 | Tax withholding | −56,319 | $72.91 | $4.11M | 1,138,184 |
| Scott A. Greenwell President, PharMerica | Jun 20, 2026 | Tax withholding | −2,487 | $66.25 | $164.76K | 34,372 |
| Nigam H. Shah Director | Jun 11, 2026 | Award | +4,013 | – | – | 4,013 |
| Jennifer A. Phipps Chief Financial Officer | Jun 5, 2026 | Sale | −35,000 | $58.75 | $2.06M | 250,224 |
| Jennifer A. Phipps Chief Financial Officer | Jun 5, 2026 | Option exercise | +35,000 | $6.37 | $222.95K | 285,224 |
| Associates Americas XII L.P. KKR 10% owner | Jun 5, 2026 | Gift | −23,263 | – | – | 0 |
| Associates Americas XII L.P. KKR 10% owner | Jun 5, 2026 | Gift | −36,927 | – | – | 0 |
| Associates Americas XII L.P. KKR 10% owner | Jun 5, 2026 | Other | −324,608 | – | – | 26,829,880 |
| Associates Americas XII L.P. KKR 10% owner | Jun 5, 2026 | Sale | −14,669,771 | $58.45 | $857.45M | 27,154,488 |
| Lisa A. Nalley See Remarks | Jun 5, 2026 | Sale | −35,000 | $58.75 | $2.06M | 131,948 |
| Lisa A. Nalley See Remarks | Jun 5, 2026 | Option exercise | +35,000 | $6.37 | $222.95K | 166,948 |
| Henry R. Kravis 10% owner | Jun 5, 2026 | Gift | −23,263 | – | – | 0 |
| Henry R. Kravis 10% owner | Jun 5, 2026 | Sale | −14,669,771 | $58.45 | $857.45M | 27,154,488 |
| Henry R. Kravis 10% owner | Jun 5, 2026 | Gift | −36,927 | – | – | 0 |
| Henry R. Kravis 10% owner | Jun 5, 2026 | Other | −324,608 | – | – | 26,829,880 |
| Jon B. Rousseau See Remarks, Director | Jun 5, 2026 | Sale | −130,000 | $58.75 | $7.64M | 0 |
| Jon B. Rousseau See Remarks, Director | Jun 5, 2026 | Option exercise | +130,000 | $6.37 | $828.10K | 1,324,503 |
| Jon B. Rousseau See Remarks, Director | Jun 5, 2026 | Sale | −130,000 | $58.75 | $7.64M | 1,194,503 |
| Jon B. Rousseau See Remarks, Director | Jun 5, 2026 | Option exercise | +130,000 | $6.37 | $828.10K | 130,000 |
| Steven B. Miller Director | May 5, 2026 | Award | +4,983 | – | – | 23,106 |
| Timothy A. Wicks Director | May 5, 2026 | Award | +4,983 | – | – | 25,504 |
| Olivia F. Kirtley Director | May 5, 2026 | Award | +4,983 | – | – | 36,997 |
| Jon B. Rousseau See Remarks, Director | Apr 25, 2026 | Tax withholding | −16,222 | $48.16 | $781.25K | 1,194,503 |
| Robert Allen Barnes President, Community Living | Mar 30, 2026 | Tax withholding | −6,748 | $41.54 | $280.31K | 25,549 |
| Jennifer A. Phipps Chief Financial Officer | Mar 5, 2026 | Award | +53,384 | – | – | 250,224 |
| Scott A. Greenwell President, PharMerica | Mar 5, 2026 | Award | +20,020 | – | – | 36,859 |
| Jon B. Rousseau See Remarks, Director | Mar 5, 2026 | Award | +186,845 | – | – | 1,210,725 |
| Lisa A. Nalley See Remarks | Mar 5, 2026 | Award | +21,354 | – | – | 131,948 |
| Jennifer A. Phipps Chief Financial Officer | Mar 4, 2026 | Sale | −35,000 | $41.15 | $1.44M | 196,840 |
| Jennifer A. Phipps Chief Financial Officer | Mar 4, 2026 | Option exercise | +35,000 | $6.37 | $222.95K | 231,840 |
| Jon B. Rousseau See Remarks, Director | Mar 4, 2026 | Option exercise | +220,000 | $6.37 | $1.40M | 1,243,880 |
| Jon B. Rousseau See Remarks, Director | Mar 4, 2026 | Sale | −220,000 | $41.15 | $9.05M | 1,023,880 |
| Lisa A. Nalley See Remarks | Mar 4, 2026 | Option exercise | +30,000 | $6.37 | $191.10K | 140,594 |
| Lisa A. Nalley See Remarks | Mar 4, 2026 | Sale | −30,000 | $41.15 | $1.23M | 110,594 |
| Phoenix Aggregator GP LLC KKR 10% owner | Mar 4, 2026 | Gift | −49,295 | – | – | 0 |
| Phoenix Aggregator GP LLC KKR 10% owner | Mar 4, 2026 | Sale | −19,715,000 | $40.96 | $807.53M | 42,227,032 |
| Phoenix Aggregator GP LLC KKR 10% owner | Mar 4, 2026 | Gift | −31,918 | – | – | 0 |
| Phoenix Aggregator GP LLC KKR 10% owner | Mar 4, 2026 | Other | −402,773 | – | – | 41,824,259 |
| & Co. Inc. KKR 10% owner | Mar 4, 2026 | Gift | −31,918 | – | – | 0 |
| & Co. Inc. KKR 10% owner | Mar 4, 2026 | Gift | −49,295 | – | – | 0 |
| & Co. Inc. KKR 10% owner | Mar 4, 2026 | Sale | −19,715,000 | $40.96 | $807.53M | 42,227,032 |
| & Co. Inc. KKR 10% owner | Mar 4, 2026 | Other | −402,773 | – | – | 41,824,259 |
| Robert Allen Barnes President, Community Living | Jan 25, 2026 | Tax withholding | −6,972 | $39.64 | $276.37K | 32,297 |
| Jennifer A. Phipps Chief Financial Officer | Jan 25, 2026 | Tax withholding | −33,190 | $39.64 | $1.32M | 196,840 |
| Jon B. Rousseau See Remarks, Director | Jan 25, 2026 | Tax withholding | −49,304 | $39.64 | $1.95M | 1,023,880 |
| Lisa A. Nalley See Remarks | Jan 25, 2026 | Tax withholding | −20,556 | $39.64 | $814.84K | 110,594 |
| Steven B. Miller Director | Nov 5, 2025 | Tax withholding | −4,497 | $32.68 | $146.96K | 18,123 |
| Jon B. Rousseau See Remarks, Director | Oct 25, 2025 | Tax withholding | −58,746 | $33.53 | $1.97M | 1,073,184 |
| Jon B. Rousseau See Remarks, Director | Oct 25, 2025 | Tax withholding | −49,796 | $33.53 | $1.67M | 1,082,134 |
| Jon B. Rousseau See Remarks, Director | Oct 22, 2025 | Sale | −235,000 | $28.78 | $6.76M | 1,131,930 |
| Jon B. Rousseau See Remarks, Director | Oct 22, 2025 | Option exercise | +235,000 | $6.37 | $1.50M | 1,366,930 |
| Henry R. Kravis 10% owner | Oct 22, 2025 | Gift | −39,493 | – | – | 0 |
| Henry R. Kravis 10% owner | Oct 22, 2025 | Sale | −14,745,000 | $28.78 | $424.36M | 62,351,337 |
| Henry R. Kravis 10% owner | Oct 22, 2025 | Other | −409,305 | – | – | 61,942,032 |
| Henry R. Kravis 10% owner | Oct 22, 2025 | Gift | −50,484 | – | – | 0 |
| Americas XII Ltd KKR 10% owner | Oct 22, 2025 | Sale | −14,745,000 | $28.78 | $424.36M | 62,351,337 |
| Americas XII Ltd KKR 10% owner | Oct 22, 2025 | Gift | −39,493 | – | – | 0 |
| Americas XII Ltd KKR 10% owner | Oct 22, 2025 | Gift | −50,484 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scott A. Greenwell Officer | Sep 14, 2026 | 15,099 | $874.38K | Sep 14, 2026 | Restricted Stock Vesting |
| Robert Allen Barnes Former Officer | Jun 3, 2026 | 62,608 | $3.77M | Jun 3, 2026 | Option Granted - 01/25/2024 |
| Robert Allen Barnes Former Officer | Jun 2, 2026 | 9,201 | $551.57K | Jun 2, 2026 | Option Granted - 05/12/2020 |
| Michael A. McMaude Former Officer | Aug 14, 2025 | 16,168 | $362.24K | Aug 14, 2025 | Restricted Stock Vesting |
| Co. Walgreen 10% Stockholder | Feb 18, 2025 | 12,000,000 | $265.80M | Feb 18, 2025 | Merger |