BrightView Holdings, Inc. (BV) shareholders
BVNYSEAgricultural ServicesFiscal year ends September 30
Financials through Q4 FY2026, quarter ended Sep 30, 2026Last filing: 10-K on Nov 10, 2026Score 5/30174% above fair value
$9.85−0.40 (-3.90%)
Close on Nov 13, 2026Market cap $912.11MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
96M of 93M shares
Institutional holders
184
22 new, 22 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
4 buys · 1 sales
Net bought $316.40K
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 |
|---|---|---|---|---|
| George R. Roberts Joint filing with KKR BrightView Aggregator L.P. (22.60%), KKR BrightView Aggregator GP LLC (22.60%) and 9 more | 21,533,123 | 22.60% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 5,041,087 | 5.30% | 13G (passive) | Sep 30, 2025 |
| Van Berkom & Associates Inc. | 4,858,860 | 5.10% | 13G (passive) | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 4,806,719 | 5.00% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 21,533,123 | 23.25% | $308.86M | – | 5.41% |
| BlackRock, Inc. | 5,652,177 | 6.10% | $80.09M | +437,052 | 0.00% |
| Dimensional Fund Advisors LP | 5,476,335 | 5.91% | $77.60M | +207,579 | 0.01% |
| Van Berkom & Associates Inc. | 5,017,317 | 5.42% | $71.10M | −5,059,917 | 2.29% |
| Goldman Sachs Group Inc | 3,888,211 | 4.20% | $55.10M | +1,150,436 | 0.00% |
| Vanguard Portfolio Management LLC | 3,224,862 | 3.48% | $45.70M | −33,013 | 0.00% |
| Vanguard Capital Management LLC | 3,106,504 | 3.35% | $44.02M | +9,644 | 0.00% |
| Harvey Partners, LLC | 3,078,797 | 3.32% | $43.63M | +140,797 | 2.99% |
| Cooke & Bieler LP | 2,509,527 | 2.71% | $35.56M | −1,353,071 | 0.41% |
| FMR LLC | 2,433,288 | 2.63% | $34.48M | +223,794 | 0.00% |
| Alliancebernstein L.P. | 2,276,098 | 2.46% | $26.84M | −42,128 | 0.01% |
| Bessemer Group Inc | 2,239,585 | 2.42% | $31.74M | +359,873 | 0.04% |
| Newtyn Management, LLC | 1,940,000 | 2.10% | $27.49M | −160,000 | 3.43% |
| Geode Capital Management, LLC | 1,797,397 | 1.94% | $25.47M | +84,543 | 0.00% |
| State Street Corp | 1,726,815 | 1.86% | $24.48M | +127,269 | 0.00% |
| Two Sigma Investments, LP | 1,619,826 | 1.75% | $22.95M | +101,366 | 0.02% |
| Royce & Associates LP | 1,510,998 | 1.63% | $21.41M | +1,090,887 | 0.17% |
| Mackenzie Financial Corp | 1,351,852 | 1.46% | $19.16M | +1,011,944 | 0.02% |
| Punch & Associates Investment Management, Inc. | 1,184,042 | 1.28% | $16.78M | +67,211 | 0.83% |
| Arrowstreet Capital, Limited Partnership | 1,123,648 | 1.21% | $15.92M | +397,269 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 184 | 96M | 100.0% | 22 / 79 | 54 / 22 | 9M | 13M |
| Q1 2026 | 188 | 99M | 100.0% | 26 / 68 | 64 / 19 | 19M | 6M |
| Q4 2025 | 184 | 92M | 99.8% | 23 / 67 | 68 / 25 | 7M | 11M |
| Q3 2025 | 190 | 96M | 100.0% | 29 / 64 | 71 / 23 | 13M | 15M |
| Q2 2025 | 184 | 99M | 100.0% | 28 / 82 | 50 / 23 | 20M | 16M |
| Q1 2025 | 180 | 95M | 100.0% | 24 / 69 | 60 / 19 | 8M | 8M |
| Q4 2024 | 177 | 96M | 100.0% | 25 / 69 | 54 / 18 | 6M | 6M |
| Q3 2024 | 171 | 97M | 100.0% | 24 / 79 | 45 / 13 | 11M | 7M |
| Q2 2024 | 161 | 97M | 100.0% | 31 / 66 | 45 / 28 | 30M | 23M |
| Q1 2024 | 159 | 91M | 97.9% | 33 / 46 | 57 / 24 | 11M | 7M |
| Q4 2023 | 152 | 88M | 95.0% | 27 / 53 | 45 / 13 | 4M | 4M |
| Q3 2023 | 138 | 87M | 94.4% | 15 / 52 | 44 / 21 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
209 funds held BV in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,239,715 | 2.42% | $31.74M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,854,193 | 2.00% | $26.27M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,603,426 | 1.73% | $22.72M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,286,738 | 1.39% | $16.78M | 0.09% | Jul 31, 2026 |
| Old Westbury Small & Mid Cap Strategies Fund | 1,023,377 | 1.11% | $13.34M | 0.14% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,015,491 | 1.10% | $14.39M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 796,629 | 0.86% | $11.29M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 790,283 | 0.85% | $10.31M | 0.06% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 772,098 | 0.83% | $10.07M | 0.03% | Jul 31, 2026 |
| Royce Small-Cap Total Return Fund | 698,649 | 0.75% | $9.90M | 1.04% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 670,276 | 0.72% | $9.50M | 0.07% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 659,338 | 0.71% | $8.60M | 0.06% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 605,922 | 0.65% | $7.90M | 0.10% | Jul 31, 2026 |
| AB Small Cap Value Portfolio | 465,052 | 0.50% | $6.59M | 1.14% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 461,800 | 0.50% | $6.02M | 0.38% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian Edward Jackson | Chief Accounting Officer | 34,467 | 0.04% | Nov 12, 2026 |
| Jonathan Mark Gottsegen | EVP, CLO & Corporate Secretary | 178,717 | 0.19% | Nov 12, 2026 |
| Dale A. Asplund | President and CEO | 1,516,250 | 1.64% | Nov 12, 2026 |
| Amanda Marie Orders | EVP & CHRO | 173,994 | 0.19% | Nov 12, 2026 |
| Michael Joe Dozier | EVP, Chief Commercial officer | 256,668 | 0.28% | Nov 12, 2026 |
| Brett Nicholas Urban | Chief Financial Officer | 128,420 | 0.14% | Nov 12, 2026 |
| Francisco Lopez Jr. | Director | 100,801 | 0.11% | Oct 1, 2026 |
| Jane L. Okun Bomba | Director | 138,520 | 0.15% | Oct 1, 2026 |
| William L. Cornog | Director | 188,287 | 0.20% | Oct 1, 2026 |
| Mara E. Swan | Director | 135,601 | 0.15% | Oct 1, 2026 |
| James R. Abrahamson | Director | 280,782 | 0.30% | Mar 4, 2026 |
| Kurtis T. Barker | Director | 40,000 | 0.04% | Mar 18, 2025 |
| Richard Roedel | Director | 33,511 | 0.04% | Jan 2, 2025 |
| Associates North America XI L.P. KKR | 10% owner | – | – | Jun 10, 2025 |
| BrightView Aggregator L.P. KKR | 10% owner | – | – | Jun 10, 2025 |
| BrightView Aggregator GP LLC KKR | 10% owner | 50,633,123 | 54.68% | Jun 10, 2025 |
| Group Holdings Corp. KKR | 10% owner | 33,133,123 | 35.78% | Jun 10, 2025 |
| Henry R. Kravis | 10% owner | 50,633,123 | 54.68% | Jun 10, 2025 |
| George R. Roberts | 10% owner | – | – | Jun 10, 2025 |
| Group Co. Inc. KKR | 10% owner | 21,533,123 | 23.25% | Jun 10, 2025 |
| Group Partnership L.P. KKR | 10% owner | – | – | Jun 10, 2025 |
| & Co. Inc. KKR | 10% owner | – | – | Jun 10, 2025 |
| Management LLP KKR | 10% owner | – | – | Jun 10, 2025 |
| North America XI Ltd KKR | 10% owner | 33,133,123 | 35.78% | Jun 10, 2025 |
| North America Fund XI L.P. KKR | 10% owner | 21,533,123 | 23.25% | Jun 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian Edward Jackson Chief Accounting Officer | Nov 11, 2026 | Tax withholding | −2,505 | $9.87 | $24.72K | 34,467 |
| Brian Edward Jackson Chief Accounting Officer | Nov 11, 2026 | Award | +8,750 | – | – | 36,972 |
| Amanda Marie Orders EVP & CHRO | Nov 11, 2026 | Tax withholding | −17,542 | $9.87 | $173.14K | 173,994 |
| Amanda Marie Orders EVP & CHRO | Nov 11, 2026 | Award | +41,666 | – | – | 191,536 |
| Dale A. Asplund President and CEO | Nov 11, 2026 | Tax withholding | −98,375 | $9.87 | $970.96K | 516,250 |
| Dale A. Asplund President and CEO | Nov 11, 2026 | Award | +250,000 | – | – | 614,625 |
| Dale A. Asplund President and CEO | Nov 11, 2026 | Tax withholding | −109,306 | $9.87 | $1.08M | 364,625 |
| Dale A. Asplund President and CEO | Nov 11, 2026 | Award | +277,777 | – | – | 473,931 |
| Brett Nicholas Urban Chief Financial Officer | Nov 11, 2026 | Tax withholding | −34,386 | $9.87 | $339.39K | 128,420 |
| Brett Nicholas Urban Chief Financial Officer | Nov 11, 2026 | Award | +69,444 | – | – | 162,806 |
| Michael Joe Dozier EVP, Chief Commercial officer | Nov 11, 2026 | Tax withholding | −10,392 | $9.87 | $102.57K | 256,668 |
| Michael Joe Dozier EVP, Chief Commercial officer | Nov 11, 2026 | Award | +35,416 | – | – | 267,060 |
| Jonathan Mark Gottsegen EVP, CLO & Corporate Secretary | Nov 11, 2026 | Tax withholding | −18,679 | $9.87 | $184.36K | 178,717 |
| Jonathan Mark Gottsegen EVP, CLO & Corporate Secretary | Nov 11, 2026 | Award | +51,805 | – | – | 197,396 |
| Dale A. Asplund President and CEO | Oct 1, 2026 | Tax withholding | −85,911 | $10.16 | $872.86K | 196,154 |
| Dale A. Asplund President and CEO | Oct 1, 2026 | Option exercise | +229,455 | – | – | 282,065 |
| William L. Cornog Director | Sep 30, 2026 | Award | +2,287 | $10.00 | $22.87K | 83,287 |
| Francisco Lopez Jr. Director | Sep 30, 2026 | Award | +2,587 | $10.00 | $25.87K | 100,801 |
| Mara E. Swan Director | Sep 30, 2026 | Award | +2,625 | $10.00 | $26.25K | 135,601 |
| Jane L. Okun Bomba Director | Sep 30, 2026 | Award | +2,625 | $10.00 | $26.25K | 138,520 |
| William L. Cornog Director | Aug 6, 2026 | Buy | +10,000 | $11.24 | $112.40K | 15,000 |
| William L. Cornog Director | Aug 6, 2026 | Buy | +40,000 | $11.25 | $450.00K | 70,000 |
| Jane L. Okun Bomba Director | Jun 30, 2026 | Award | +1,852 | $14.17 | $26.24K | 135,895 |
| William L. Cornog Director | Jun 30, 2026 | Award | +1,614 | $14.17 | $22.87K | 81,000 |
| Mara E. Swan Director | Jun 30, 2026 | Award | +1,852 | $14.17 | $26.24K | 132,976 |
| Francisco Lopez Jr. Director | Jun 30, 2026 | Award | +1,826 | $14.17 | $25.87K | 98,214 |
| William L. Cornog Director | Mar 31, 2026 | Award | +1,961 | $11.79 | $23.12K | 79,386 |
| Mara E. Swan Director | Mar 31, 2026 | Award | +2,226 | $11.79 | $26.24K | 131,124 |
| Francisco Lopez Jr. Director | Mar 31, 2026 | Award | +2,194 | $11.79 | $25.87K | 96,388 |
| Jane L. Okun Bomba Director | Mar 31, 2026 | Award | +2,332 | $11.79 | $27.49K | 134,043 |
| Francisco Lopez Jr. Director | Mar 2, 2026 | Option exercise | +10,894 | – | – | 94,194 |
| Mara E. Swan Director | Mar 2, 2026 | Option exercise | +10,894 | – | – | 128,898 |
| William L. Cornog Director | Mar 2, 2026 | Option exercise | +10,894 | – | – | 77,425 |
| Jane L. Okun Bomba Director | Mar 2, 2026 | Option exercise | +10,894 | – | – | 131,711 |
| James R. Abrahamson Director | Mar 2, 2026 | Option exercise | +10,894 | – | – | 280,782 |
| Brian Edward Jackson Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −632 | $13.79 | $8.72K | 28,222 |
| Brian Edward Jackson Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,863 | – | – | 28,854 |
| William L. Cornog Director | Feb 6, 2026 | Buy | +5,000 | $13.46 | $67.30K | 5,000 |
| Jane L. Okun Bomba Director | Dec 31, 2025 | Award | +2,170 | $12.67 | $27.49K | 120,817 |
| William L. Cornog Director | Dec 31, 2025 | Award | +1,825 | $12.67 | $23.12K | 66,531 |
| Francisco Lopez Jr. Director | Dec 31, 2025 | Award | +2,042 | $12.67 | $25.87K | 83,300 |
| Mara E. Swan Director | Dec 31, 2025 | Award | +2,071 | $12.67 | $26.24K | 118,004 |
| Dale A. Asplund President and CEO | Dec 2, 2025 | Option exercise | +28,851 | – | – | 1,063,963 |
| Dale A. Asplund President and CEO | Dec 2, 2025 | Tax withholding | −11,353 | $12.78 | $145.09K | 1,052,610 |
| Jonathan Mark Gottsegen EVP, CLO & Corporate Secretary | Dec 2, 2025 | Tax withholding | −2,748 | $12.78 | $35.12K | 145,591 |
| Jonathan Mark Gottsegen EVP, CLO & Corporate Secretary | Dec 2, 2025 | Option exercise | +5,381 | – | – | 148,339 |
| Brian Edward Jackson Chief Accounting Officer | Dec 2, 2025 | Option exercise | +1,082 | – | – | 27,301 |
| Brian Edward Jackson Chief Accounting Officer | Dec 2, 2025 | Tax withholding | −310 | $12.78 | $3.96K | 26,991 |
| William L. Cornog Director | Dec 2, 2025 | Buy | +10,000 | $12.84 | $128.40K | 30,000 |
| Brett Nicholas Urban Chief Financial Officer | Dec 2, 2025 | Option exercise | +7,934 | – | – | 97,421 |
| Brett Nicholas Urban Chief Financial Officer | Dec 2, 2025 | Tax withholding | −4,059 | $12.78 | $51.87K | 93,362 |
| Michael Joe Dozier EVP, Chief Commercial officer | Dec 2, 2025 | Option exercise | +3,967 | – | – | 233,411 |
| Michael Joe Dozier EVP, Chief Commercial officer | Dec 2, 2025 | Tax withholding | −1,767 | $12.78 | $22.58K | 231,644 |
| Amanda Marie Orders EVP & CHRO | Dec 2, 2025 | Tax withholding | −2,103 | $12.78 | $26.88K | 149,870 |
| Amanda Marie Orders EVP & CHRO | Dec 2, 2025 | Option exercise | +4,688 | – | – | 151,973 |
| Jonathan Mark Gottsegen EVP, CLO & Corporate Secretary | Dec 1, 2025 | Sale | −35,000 | $12.62 | $441.70K | 142,958 |
| Brett Nicholas Urban Chief Financial Officer | Nov 18, 2025 | Option exercise | +8,522 | – | – | 77,899 |
| Brett Nicholas Urban Chief Financial Officer | Nov 18, 2025 | Award | +34,090 | – | – | 106,925 |
| Brett Nicholas Urban Chief Financial Officer | Nov 18, 2025 | Tax withholding | −4,360 | $11.89 | $51.84K | 72,835 |
| Brett Nicholas Urban Chief Financial Officer | Nov 18, 2025 | Tax withholding | −704 | $11.89 | $8.37K | 77,195 |
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 30, 2026 (FINRA, reported twice a month)
Short % of float
6.12%
4M shares short
Days to cover
5.6
At 1M shares a day
Change since last report
-0.1%
From 4M shares
Short volume, 20 days
43.4%
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 BrightView's stock actually held short. Settlement fails (shares not delivered on time) peaked at 6,317 shares on Aug 17, 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 |
|---|---|---|---|---|---|
| Jonathan Mark Gottsegen Officer | Dec 1, 2025 | 35,000 | $441.55K | Dec 1, 2025 | Restricted Stock Vesting |
| Brett Nicholas Urban Officer | Aug 26, 2025 | 62,619 | $912.10K | Aug 26, 2025 | Restricted stock vesting under a registered plan |
| Brett Nicholas Urban Officer | Aug 25, 2025 | 14,800 | $218.00K | Aug 25, 2025 | Restricted stock vesting under a registered plan |
| Amanda Marie Orders Officer | Aug 25, 2025 | 70,000 | $1.03M | Aug 25, 2025 | ESPP Purchase |
| Jonathan Mark Gottsegen Officer | Nov 19, 2024 | 18,398 | $286.26K | Nov 19, 2024 | Restricted Stock Vesting |
| Jonathan Mark Gottsegen Officer | Nov 15, 2024 | 29,658 | $476.29K | Nov 15, 2024 | Options Granted 11/28/2018 |
| Jonathan Mark Gottsegen Officer | Nov 20, 2023 | 59,403 | $431.27K | Nov 20, 2023 | Restricted Stock Vesting |
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