BrightSpring Health Services, Inc. (BTSGU) shareholders
BTSGUNasdaqServices-Home Health Care ServicesFiscal year ends December 31Also trades as BTSG
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 11/3045% above fair value
$218.16+19.86 (+10.02%)
Close on Oct 30, 2026Market cap $13.24BP/E 36.4Yield –
Ownership
Who owns BrightSpring Health Services's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
0 buys · 12 sales
Net sold $3.36B
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| George R. Roberts Joint filing with Henry R. Kravis (21.80%), KKR Phoenix Aggregator GP LLC (21.70%) and 9 more | 41,938,202 | 21.80% | 13D (active) amendment | Mar 2, 2026 |
| Henry R. Kravis Joint filing with George R. Roberts (13.70%), KKR Phoenix Aggregator GP LLC (13.60%) and 9 more | 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 Joint filing with FMR LLC (10.90%) | 21,200,805 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (7.00%) | 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 |
| Invesco Ltd. | 9,178,327 | 5.30% | 13G (passive) | Jun 30, 2025 |
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.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
-14.6%
From 0M shares
Short volume, 20 days
24.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BrightSpring Health Services's stock actually held short. Settlement fails (shares not delivered on time) peaked at 143,024 shares on Aug 13, 2026 over the last 90 days.
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 |