BrightSpring Health Services Inc

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BrightSpring Health Services Inc
TickerBTSG
CIK #0001865782
CUSIP10950A106
SectorLife Sciences - Services-Home Health Care Services
Address805 N Whittington Parkway, Louisville, KY 40222
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
BrightSpring Health Services Inc 2024-09-16 30.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001865782] 10-K
[0001865782] 10-Q
[0001865782] 3
[0001865782] 4
[0001865782] 8-K
[0001865782] D
[0001865782] SC 13D
[0001865782] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc BrightSpring Health Services Inc [2026-01-21] 0.0
Price T Rowe Associates Inc /MD/ BrightSpring Health Services Inc [2025-11-14] 0.0
Invesco Ltd BrightSpring Health Services Inc [2025-08-07] 0.0
Vanguard Group Inc BrightSpring Health Services Inc [2025-07-29] 0.0
Walgreens Boots Alliance Inc BrightSpring Health Services Inc [2024-11-14] 819413.4
Norges Bank BrightSpring Health Services Inc [2024-11-08] 5.31
FMR LLC BrightSpring Health Services Inc [2024-10-07] 0.0
KKR Phoenix Aggregator LP BrightSpring Health Services Inc [2024-09-18] 54.2
Form 3/4/5 Filer 2011 - 2026
BrightSpring Health Services Inc
Greenwell Scott A
Shah Nigam H
KKR Americas Fund XII LP
KKR Associates Americas XII LP
KKR Phoenix Aggregator LP
KKR Americas XII Ltd
KKR Phoenix Aggregator GP LLC
Phipps Jennifer A
Nalley Lisa A
Rousseau Jon B
KKR Group Partnership LP
KKR Management LLP
Kravis Henry R
Roberts George R
KKR Group Co Inc
KKR & Co Inc
KKR Group Holdings Corp
Wicks Timothy A
Kirtley Olivia F
Miller Steven B
Barnes Robert Allen
McMaude Michael A
Yowler Jennifer
Walgreens Boots Alliance Inc
Walgreen Co
Mattingly James F Jr
DAmbrosio Matthew
Reed Steven S
Lin Max
Craig Hunter H
Kim Johnny J
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Barnes Robert Allen
Common Stock
2026-03-30 Tax withheld 6,748 $41.54 280,312
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 192,704 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 192,704 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 192,704 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 180,753 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 180,753 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-20 Gift 192,704 $0.00
Nalley Lisa A
Common Stock
2026-03-05 Grant 21,354 $0.00
Rousseau Jon B
Common Stock
2026-03-05 Grant 186,845 $0.00
Greenwell Scott A
Common Stock
2026-03-05 Grant 20,020 $0.00
Phipps Jennifer A
Common Stock
2026-03-05 Grant 53,384 $0.00
Phipps Jennifer A
Stock Options (Right to Buy) · derivative
2026-03-05 Grant 130,860 $0.00
Rousseau Jon B
Stock Options (Right to Buy) · derivative
2026-03-05 Grant 458,008 $0.00
Nalley Lisa A
Stock Options (Right to Buy) · derivative
2026-03-05 Grant 52,344 $0.00
Greenwell Scott A
Stock Options (Right to Buy) · derivative
2026-03-05 Grant 49,073 $0.00
KKR Americas Fund XII LP +4
Common Stock
2026-03-04 Gift 31,918 $0.00
Nalley Lisa A
Common Stock
2026-03-04 Sell 30,000 $41.15 1,234,500
Nalley Lisa A
Common Stock
2026-03-04 Option exercise 30,000 $6.37 191,100
Rousseau Jon B
Common Stock
2026-03-04 Sell 220,000 $41.15 9,053,000
Rousseau Jon B
Common Stock
2026-03-04 Option exercise 220,000 $6.37 1,401,400
showing 20 of 157 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 337 189,796,497
2025-12-31 286 197,315,960
2025-09-30 229 193,260,499
2025-06-30 203 198,284,790
2025-03-31 166 188,018,327
2024-12-31 138 193,107,060
2024-09-30 130 195,159,525
2024-06-30 97 192,651,390
2024-03-31 87 191,541,491
Form 13F Holdings
Firm Period DFND Voting Shares
Ardsley Advisory Partners LP [2026-06-30] SOLE 325,000 325,000
Hennessy Advisors Inc [2026-06-30] SOLE 194,800 194,800
Peregrine Capital Management LLC [2026-06-30] SOLE 68,925 185,136
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 104,175 104,175
Louisiana State Employees Retirement System [2026-06-30] SOLE 58,700 58,700
Yousif Capital Management LLC [2026-06-30] SOLE 11,132 43,186
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 37,508 37,508
Harbour Capital Advisors LLC [2026-06-30] SOLE 31,400 31,400
Ausbil Investment Management Ltd [2026-06-30] SOLE 28,709 28,709
Ellsworth Advisors LLC [2026-06-30] SOLE 0 27,180
MRA Advisory Group [2026-06-30] SOLE 0 12,747
Alaska Retirement Management Board [2026-06-30] SOLE 63,193 11,156
Encompass More Asset Management [2026-06-30] SOLE 9,429 9,429
Gateway Investment Advisers LLC [2026-06-30] SOLE 7,922 7,922
Farther Finance Advisors LLC [2026-06-30] SOLE 0 6,985
Assenagon Asset Management SA [2026-06-30] SOLE 6,254 6,254
Gamma Investing LLC [2026-06-30] DFND 3,721 3,721
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 3,683
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 124 3,640
Crossmark Global Holdings Inc [2026-06-30] SOLE 3,451 3,451
Avior Wealth Management LLC [2026-06-30] SOLE 0 2,888
Harbor Investment Advisory LLC [2026-06-30] SOLE 1,300 1,300
GHP Investment Advisors Inc [2026-06-30] SOLE 717 717
IFP Advisors LLC [2026-06-30] SOLE 606 606
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 128
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 113 113
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 93
Wolff Wiese Magana LLC [2026-06-30] SOLE 85 85
Fortitude Family Office LLC [2026-06-30] SOLE 72 72
Marquette Asset Management LLC [2026-06-30] SOLE 0 64
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