How many institutions own BTSG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BTSG shares is 281, representing 113.68% of the company's common stock.

Who are the major shareholders selling BrightSpring Health Services, Inc. Common Stock stock?

INTEGRAL HEALTH ASSET MANAGEMENT, LLC, in the last quarter, reduced its stake in BTSG by -34.78% restricting it's holding to 750 thousand shares of worth nearly $28.09M. UBS GROUP AG also lessened -3.05% of the BTSG shares from its portfolio, reducing its holding to 644.46 thousand shares of worth $24.14M. EAM INVESTORS, LLC also shunned BTSG shares holding by -1.93% last quarter which brought its holding to 179.82 thousand shares worth $6.73M.

Investors who are buying BTSG stock?

As per its latest 13F filing, TD ASSET MANAGEMENT INC increased its stake in BTSG by 34.82% in the last quarter. The institutional holder raised its holding to 640.37 thousand shares having worth more than $23.98M. FEDERATED HERMES, INC. also added 210.9% more shares of BTSG to its portfolio, raising its holding to 992.4 thousand shares of worth $37.17M. MORGAN STANLEY also increased its BTSG shares holding by 40.35% which brought its holding to 1.02 million shares worth $38.11M.

BTSG's major insiders: who are they?

The insider with the most stakes in BTSG is KKR Phoenix Aggregator L.P. , 10 percent owner at the company. Additionally, BTSG stock is highly held by 10 percent owner KKR Group Partnership L.P. and Former 10% owner Walgreens Boots Alliance, Inc. among others.

Did an insider recently sell BTSG stock?

Company executives, directors, and other insiders own 3.22% percent of BrightSpring Health Services, Inc. Common Stock's stock. Within the last six months, there have been 9 transaction(s) in which BTSG insiders have sold stock, totaling 69.46M shares. Insiders that have sold shares include KKR GROUP PARTNERSHIP L.P., PHIPPS JENNIFER A, and ROUSSEAU JON B.

Which insider recently purchased BTSG stock?

There have been 0 transaction(s) during the past 6-months in which BrightSpring Health Services, Inc. Common Stock insiders have bought stock, totalling 0 shares

How much of BTSG does insiders own?

Around 211.75M BrightSpring Health Services, Inc. Common Stock shares are held by insiders, which represents about 3.22% of BTSG stock.

Who is the insider with the largest stake?

BTSG 10 percent owner, KKR Phoenix Aggregator L.P. holds the largest portfolio of the company's shares. BTSG shares owned by KKR total nearly 42.23 million.

Which institution holds the most shares in BTSG?

INTEGRAL HEALTH ASSET MANAGEMENT, LLC is the largest institutional owner in BTSG which holds 750 thousand shares worth $28.09M or 0.37% of the total BTSG shares outstanding followed by TD ASSET MANAGEMENT INC with ownership of 640.37 thousand shares representing 0.32% of the BTSG ownership. UBS GROUP AG is the third largest stakeholder with 644.46 thousand shares or 0.32% of the ownership worth more than $24.14M.

Is BrightSpring Health Services, Inc. Common Stock stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BTSG is concerned, it is a stock which is optionable.

Is there a short position on BTSG's shares?

Number of BTSG shares short is 15.90M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BTSG shares are there?

As of today, 177.15M shares of BTSG are outstanding.

Is there many float in BTSG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BTSG has 124.23M shares in float.

BTSG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BTSG is 6.4.

BrightSpring Health Services Common Stock (BTSG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares8.97

Short Percent Of Float28.48

Shares Outstanding177.15M

Shares Float124.23M

Shares Short15.90M

Short Ratio6.4

28.48%

Short % of Float

8.97%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.22% Percentage of Shares held by All Insiders

113.68% Percentage of Shares held by All Institutions

117.46% Percentage of Float held by Institutions

281

Number of Institutions Holding Shares

Institutional Ownership

About 113.68% of BTSG shares are held by financial institutions. INTEGRAL HEALTH ASSET MANAGEMENT, LLC is the top corporate investor, holding 750K shares valued at $28.09M. A 0.37% stake in BrightSpring Health Services, Inc. Common Stock is owned by the company. TD ASSET MANAGEMENT INC owns 640.37K shares valued at $23.98M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.37%	750K	28.09M	-400K	-34.78%
Dec 31, 2025	TD ASSET MANAGEMENT INC	0.32%	640.37K	23.98M	165.38K	+34.82%
Dec 31, 2025	UBS GROUP AG	0.32%	644.46K	24.14M	-20.27K	-3.05%
Dec 31, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.45%	908K	34M	0	0
Dec 31, 2025	FEDERATED HERMES, INC.	0.49%	992.4K	37.17M	673.2K	+210.90%
Dec 31, 2025	MORGAN STANLEY	0.5%	1.02M	38.11M	292.53K	+40.35%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.24%	481.44K	18.03M	2.54K	+0.53%
Dec 31, 2025	ORBIMED ADVISORS LLC	0.24%	488.5K	18.29M	224.7K	+85.18%
Dec 31, 2025	EAM INVESTORS, LLC	0.09%	179.82K	6.73M	-3.54K	-1.93%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.09%	183.1K	6.86M	169.25K	+1,221.85%
Dec 31, 2025	JPMORGAN CHASE & CO	0.09%	183.68K	6.88M	-115.07K	-38.52%
Dec 31, 2025	SWISS NATIONAL BANK	0.1%	192.1K	7.19M	4.1K	+2.18%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.1%	193.4K	7.24M	67.39K	+53.48%
Dec 31, 2025	BARCLAYS PLC	0.1%	198.49K	7.43M	-222.98K	-52.91%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.1%	201.52K	7.55M	17.23K	+9.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.1%	205.85K	7.71M	87.82K	+74.41%
Dec 31, 2025	OAK RIDGE INVESTMENTS LLC	0.13%	252.72K	9.46M	252.72K	+100.00%
Dec 31, 2025	SEVEN GRAND MANAGERS, LLC	0.15%	300K	11.24M	300K	+100.00%
Dec 31, 2025	ALTA FOX CAPITAL MANAGEMENT, LLC	0.61%	1.24M	46.34M	776.98K	+168.72%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.67%	1.35M	50.66M	9.01K	+0.67%
Dec 31, 2025	NUVEEN, LLC	0.81%	1.64M	61.5M	-73.19K	-4.27%
Dec 31, 2025	MARSHALL WACE, LLP	0.84%	1.69M	63.19M	418.94K	+33.03%
Dec 31, 2025	BROWN ADVISORY INC	0.97%	1.95M	73.01M	1.23M	+170.64%
Dec 31, 2025	8 KNOTS MANAGEMENT, LLC	1.03%	2.09M	78.16M	353.53K	+20.39%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.36%	2.75M	102.86M	386.19K	+16.37%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.54%	3.11M	116.53M	1.01M	+48.39%
Dec 31, 2025	STATE STREET CORP	2%	4.03M	151.04M	2.01M	+99.46%
Dec 31, 2025	CASTLEARK MANAGEMENT LLC	0.08%	158.6K	5.94M	158.6K	+100.00%
Dec 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.52%	3.06M	114.76M	316.06K	+11.50%
Dec 31, 2025	ARDSLEY ADVISORY PARTNERS LP	0.17%	350K	13.11M	-100K	-22.22%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.19%	388.57K	14.55M	377.03K	+3,267.16%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	393.24K	14.73M	393.24K	+100.00%
Dec 31, 2025	LOOMIS SAYLES & CO L P	0.22%	443.27K	16.6M	443.27K	+100.00%
Dec 31, 2025	MAN GROUP PLC	0.29%	584.44K	21.89M	207.22K	+54.93%
Dec 31, 2025	IRON TRIANGLE PARTNERS LP	0.44%	897.43K	33.61M	-341.09K	-27.54%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	961.95K	36.17M	-9.47K	-0.97%
Dec 31, 2025	SEA CLIFF PARTNERS MANAGEMENT, LP	0.51%	1.02M	38.19M	-150.11K	-12.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.51%	1.03M	38.62M	-12.72K	-1.22%
Dec 31, 2025	NORTHERN TRUST CORP	0.51%	1.04M	38.89M	202.25K	+24.19%
Dec 31, 2025	BRAIDWELL LP	0.59%	1.2M	44.78M	1.2M	+100.00%
Dec 31, 2025	WOODLINE PARTNERS LP	0.6%	1.22M	45.71M	370.41K	+43.57%
Dec 31, 2025	WALLEYE CAPITAL LLC	0.25%	504.89K	18.91M	313.82K	+164.25%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.19%	4.41M	165.17M	-739.07K	-14.35%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.03%	6.12M	229.34M	1.09M	+21.70%
Dec 31, 2025	INVESCO LTD.	5.25%	10.6M	396.79M	1.25M	+13.35%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	5.28%	10.66M	399.3M	478.44K	+4.70%
Dec 31, 2025	VANGUARD GROUP INC	6.21%	12.53M	469.39M	2.93M	+30.50%
Dec 31, 2025	BLACKROCK, INC.	8.42%	16.99M	636.14M	9.37M	+123.11%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.32%	653.49K	24.47M	333.36K	+104.13%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.33%	659.6K	24.7M	350.84K	+113.63%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.35%	696.9K	26.1M	-287.03K	-29.17%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	732.91K	27.45M	602.6K	+462.44%
Dec 31, 2025	FMR LLC	11.24%	22.68M	849.35M	-2.33M	-9.30%
Dec 31, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	30.69%	61.94M	2.32B	-15.15M	-19.66%
Dec 31, 2025	RHENMAN & PARTNERS ASSET MANAGEMENT AB	0.1%	198K	7.42M	138K	+230.00%
Dec 31, 2025	SEI INVESTMENTS CO	0.1%	199.23K	7.46M	126.01K	+172.09%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.1%	200K	7.49M	-1.78M	-89.92%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.43%	868.11K	32.51M	348.99K	+67.23%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1.23%	2.48M	92.82M	278.53K	+12.66%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.07%	147.54K	5.53M	-35K	-19.17%
Dec 31, 2025	LISANTI CAPITAL GROWTH, LLC	0.08%	152.2K	5.7M	85.93K	+129.66%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	255.9K	9.83M	223.99K	+701.85%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.13%	267.92K	10.03M	165.22K	+160.88%
Dec 31, 2025	RHUMBLINE ADVISERS	0.14%	283.43K	10.61B	150.89K	+113.85%
Dec 31, 2025	CITIGROUP INC	0.15%	293.38K	10.99M	103.02K	+54.12%
Dec 31, 2025	HENNESSY ADVISORS INC	0.25%	505.3K	18.92M	-32.8K	-6.10%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	628.33K	23.53M	-98.55K	-13.56%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	1.27M	47.65M	635.6K	+99.83%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	1.33M	49.98M	237.64K	+21.66%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.15%	4.33M	162.23M	-178.5K	-3.96%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.05%	102.7K	3.04M	24.33K	+31.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	971.42K	28.72M	-47.88K	-4.70%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	308.76K	9.13M	35.51K	+13.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.15%	298.75K	8.83M	42.6K	+16.63%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	286.05K	8.46M	-327.02K	-53.34%
Sep 30, 2025	DEUTSCHE BANK AG\	0.14%	280.69K	8.3M	121.87K	+76.74%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.1%	199.85K	5.62M	199.85K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.09%	190.36K	5.63M	56.51K	+42.22%
Sep 30, 2025	SWISS NATIONAL BANK	0.09%	188K	5.56M	54.3K	+40.61%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.09%	182.54K	5.4M	44.51K	+32.24%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.08%	164.03K	4.85M	36.73K	+28.85%
Sep 30, 2025	RHUMBLINE ADVISERS	0.07%	132.54K	3.92M	7.88K	+6.32%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.06%	130.31K	3.85M	-71.5K	-35.43%
Sep 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.06%	125.77K	3.72M	42.84K	+51.66%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	122.63K	3.62M	122.63K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	118.03K	3.49M	-222.03K	-65.29%
Sep 30, 2025	FORMULA GROWTH LTD	0.05%	101.4K	3M	101.4K	+100.00%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.05%	98.47K	2.91M	-114.88K	-53.85%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.04%	81.43K	2.41M	12.9K	+18.82%
Sep 30, 2025	L & S ADVISORS INC	0.04%	79.57K	2.35M	7.1K	+9.79%
Sep 30, 2025	PERSISTENT ASSET PARTNERS LTD	0.04%	76.06K	2.25M	76.06K	+100.00%
Sep 30, 2025	SEI INVESTMENTS CO	0.04%	73.22K	2.16M	15.21K	+26.22%
Sep 30, 2025	LISANTI CAPITAL GROWTH, LLC	0.03%	66.27K	1.96M	66.27K	+100.00%
Sep 30, 2025	RHENMAN & PARTNERS ASSET MANAGEMENT AB	0.03%	60K	1.77M	60K	+100.00%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.03%	55.71K	1.65M	22.8K	+69.27%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.03%	54.9K	1.62M	4.15K	+8.17%
Sep 30, 2025	HSBC HOLDINGS PLC	0.03%	54K	1.56M	-16.18K	-23.05%
Sep 30, 2025	LPL FINANCIAL LLC	0.03%	51.78K	1.53M	35.41K	+216.25%
Sep 30, 2025	SMITH GROUP ASSET MANAGEMENT, LLC	0.03%	51.76K	1.53M	613	+1.20%
Sep 30, 2025	ROBERTS FOUNDATION	0.03%	51.36K	1.52M	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.57%	5.15M	152.22M	-300.64K	-5.52%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.53%	5.03M	148.75M	138.71K	+2.83%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.37%	4.51M	133.29M	2.23M	+98.07%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.72%	2.36M	69.77M	454.62K	+23.86%
Sep 30, 2025	ROYAL BANK OF CANADA	0.67%	2.21M	65.23M	-375.47K	-14.54%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.67%	2.2M	65.03M	-759.28K	-25.66%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.64%	2.1M	61.97M	1.16M	+123.93%
Sep 30, 2025	STATE STREET CORP	0.62%	2.02M	59.77M	411.72K	+25.57%
Sep 30, 2025	WOODLINE PARTNERS LP	0.26%	850.15K	25.13M	-843.85K	-49.81%
Sep 30, 2025	NORTHERN TRUST CORP	0.25%	836.17K	24.72M	131.17K	+18.61%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.25%	820.52K	24.25M	-1.12M	-57.67%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.14%	474.99K	14.04M	73.31K	+18.25%
Sep 30, 2025	ALTA FOX CAPITAL MANAGEMENT, LLC	0.14%	460.53K	13.61M	460.53K	+100.00%
Sep 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.14%	454.45K	13.43M	-1.31M	-74.26%
Sep 30, 2025	PARK WEST ASSET MANAGEMENT LLC	0.14%	453.06K	13.39M	-385K	-45.94%
Sep 30, 2025	HENNESSY ADVISORS INC	0.16%	538.1K	15.91M	-42.7K	-7.35%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.6%	1.98M	58.66M	316.97K	+19.01%
Sep 30, 2025	BARCLAYS PLC	0.21%	421.46K	12.46M	214.11K	+103.26%
Sep 30, 2025	MAN GROUP PLC	0.19%	377.22K	11.15M	377.22K	+100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.17%	348.43K	10.3M	-732.95K	-67.78%
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.16%	323.85K	9.57M	-344.32K	-51.53%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.16%	320.13K	9.46M	219.01K	+216.56%
Sep 30, 2025	FEDERATED HERMES, INC.	0.16%	319.2K	9.44M	98.75K	+44.79%
Sep 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	23.47%	77.1M	2.28B	-1	0
Sep 30, 2025	FMR LLC	7.61%	25M	739.13M	-971.09K	-3.74%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.1%	10.18M	301.03M	7.06M	+225.98%
Sep 30, 2025	VANGUARD GROUP INC	2.92%	9.6M	283.92M	576.91K	+6.39%
Sep 30, 2025	INVESCO LTD.	2.85%	9.35M	276.3M	227.72K	+2.50%
Sep 30, 2025	8 KNOTS MANAGEMENT, LLC	0.53%	1.73M	51.24M	1.73M	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.52%	1.72M	50.71M	28.72K	+1.70%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.41%	1.34M	39.72M	1.14M	+556.11%
Sep 30, 2025	MARSHALL WACE, LLP	0.39%	1.27M	37.49M	935.13K	+280.70%
Sep 30, 2025	IRON TRIANGLE PARTNERS LP	0.38%	1.24M	36.61M	38.52K	+3.21%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	884.28K	26.14M	497.32K	+128.52%
Sep 30, 2025	MORGAN STANLEY	0.22%	725.01K	21.43M	-388.31K	-34.88%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	710.06K	20.99M	710.06K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.2%	664.73K	19.65M	-52.89K	-7.37%
Sep 30, 2025	ARDSLEY ADVISORY PARTNERS LP	0.14%	450K	13.3M	300K	+200.00%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.21%	431.68K	12.76M	-548.01K	-55.94%
Sep 30, 2025	BLACKROCK, INC.	2.32%	7.61M	225.05M	1.14M	+17.61%
Sep 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.84%	2.75M	81.24M	25.43K	+0.93%
Sep 30, 2025	SEA CLIFF PARTNERS MANAGEMENT, LP	0.36%	1.17M	34.59M	-481.17K	-29.14%
Sep 30, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.35%	1.15M	33.99M	-100K	-8.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.33%	1.1M	32.43M	368.87K	+50.66%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	1.04M	30.86M	38.98K	+3.88%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	636.67K	18.82M	-146.56K	-18.71%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.3%	983.93K	29.09M	-172.21K	-14.90%
Sep 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.28%	908K	26.84M	132.2K	+17.04%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.22%	726.88K	21.49M	615.28K	+551.34%
Sep 30, 2025	BROWN ADVISORY INC	0.22%	720.29K	21.29M	720.29K	+100.00%
Sep 30, 2025	LONGAEVA PARTNERS L.P.	0.16%	532.29K	15.73M	-275.76K	-34.13%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.16%	519.12K	15.35M	-1.61M	-75.66%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.15%	478.89K	14.16M	35.34K	+7.97%
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	477.53K	14.12M	-1.6M	-77.01%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	498.89K	14.75M	228.49K	+84.50%
Jun 30, 2025	HENNESSY ADVISORS INC	0.29%	580.8K	13.7M	580.8K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.06%	2.13M	50.31M	1.55M	+269.05%
Jun 30, 2025	VANGUARD GROUP INC	4.47%	9.03M	212.97M	2.39M	+36.09%
Jun 30, 2025	INVESCO LTD.	4.52%	9.12M	215.13M	2.95M	+47.74%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.16%	325.79K	7.69M	-15.87K	-4.65%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.04%	89.93K	2.12M	89.93K	+100.00%
Jun 30, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.04%	84.26K	1.99M	39.52K	+88.35%
Jun 30, 2025	MONASHEE INVESTMENT MANAGEMENT LLC	0.07%	140K	3.3M	140K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	2.7%	5.45M	128.57M	588.64K	+12.11%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.14%	289.4K	6.83M	289.4K	+100.00%
Jun 30, 2025	LAURION CAPITAL MANAGEMENT LP	0.14%	273.14K	6.44M	273.14K	+100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	270.39K	6.38M	-166.7K	-38.14%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.11%	215.59K	5.09M	-30.61K	-12.43%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.11%	213.36K	5.03M	164.56K	+337.26%
Jun 30, 2025	BELLEVUE GROUP AG	0.1%	191.71K	4.52M	-50.04K	-20.70%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.09%	183.56K	4.33M	-55.92K	-23.35%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.08%	153.57K	3.62M	139.45K	+987.73%
Jun 30, 2025	ARDSLEY ADVISORY PARTNERS LP	0.07%	150K	3.54M	150K	+100.00%
Jun 30, 2025	SEVEN GRAND MANAGERS, LLC	0.07%	150K	3.54M	0	0
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	98.33K	2.32M	22.73K	+30.06%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.83%	1.67M	39.33M	1.67M	+100.00%
Jun 30, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	38.2%	77.1M	1.82B	-15.86M	-17.07%
Jun 30, 2025	FMR LLC	12.87%	25.98M	612.77M	-137.67K	-0.53%
Jun 30, 2025	BLACKROCK, INC.	3.21%	6.47M	152.71M	2.27M	+54.07%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.42%	4.89M	115.44M	-879.37K	-15.23%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1.47%	2.96M	69.81M	106.98K	+3.75%
Jun 30, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	1.35%	2.72M	64.23M	2.72M	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.28%	2.58M	60.91M	2.58M	+88,938.28%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.13%	2.28M	53.7M	2.06M	+936.40%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.87%	1.77M	41.65M	-778.62K	-30.60%
Jun 30, 2025	NUVEEN, LLC	0.84%	1.69M	39.79M	65.09K	+4.01%
Jun 30, 2025	LONGAEVA PARTNERS L.P.	0.4%	808.05K	19.06M	708.08K	+708.27%
Jun 30, 2025	SEA CLIFF PARTNERS MANAGEMENT, LP	0.82%	1.65M	38.95M	-382.08K	-18.79%
Jun 30, 2025	STATE STREET CORP	0.8%	1.61M	37.99M	325.6K	+25.34%
Jun 30, 2025	JANE STREET GROUP, LLC	1.03%	2.08M	48.99M	1.86M	+855.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	1.01M	23.71M	299.21K	+42.39%
Jun 30, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.62%	1.25M	29.49M	475K	+61.29%
Jun 30, 2025	IRON TRIANGLE PARTNERS LP	0.59%	1.2M	28.31M	477.66K	+66.13%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.57%	1.16M	27.27M	60.38K	+5.51%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.54%	1.08M	25.51M	837.23K	+342.91%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.46%	936.45K	22.09M	925.27K	+8,278.36%
Jun 30, 2025	PARK WEST ASSET MANAGEMENT LLC	0.42%	838.06K	19.77M	838.06K	+100.00%
Jun 30, 2025		0.4%	808.05K	19.06M	708.08K	+708.27%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	783.22K	18.48M	245.8K	+45.74%
Jun 30, 2025	OBERWEIS ASSET MANAGEMENT INC/	0.38%	775.8K	18.3M	775.8K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.36%	728.14K	17.18M	233.91K	+47.33%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.33%	668.17K	15.76M	668.17K	+100.00%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.3%	613.07K	14.46M	52.7K	+9.40%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.96%	1.94M	45.73M	999.02K	+106.33%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.2%	406.06K	9.58M	282.41K	+228.41%
Jun 30, 2025	HBK INVESTMENTS L P	0.22%	450K	10.62M	50K	+12.50%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.25%	497.18K	11.73M	314.28K	+171.83%
Jun 30, 2025	UNISPHERE ESTABLISHMENT	0.25%	500K	11.8M	500K	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	1.91M	44.95M	552.1K	+40.80%
Jun 30, 2025	WOODLINE PARTNERS LP	0.84%	1.69M	39.96M	1.69M	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.22%	443.56K	10.46M	345.97K	+354.52%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.3%	596.8K	14.08M	424.7K	+246.78%
Jun 30, 2025	NORTHERN TRUST CORP	0.35%	705K	16.63M	138.38K	+24.42%
Jun 30, 2025	UBS GROUP AG	0.36%	717.61K	16.93M	498.2K	+227.06%
Jun 30, 2025	CITADEL ADVISORS LLC	1.23%	2.48M	58.48M	2.17M	+694.07%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.55%	3.12M	73.7M	603.86K	+23.96%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.19%	378.34K	8.93M	317.36K	+520.40%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	386.96K	9.13B	322.14K	+497.00%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.2%	400K	9.44M	310K	+344.44%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.2%	401.68K	9.48M	-27.77K	-6.47%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.07%	138.03K	3.26M	90.02K	+187.49%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	0.06%	115.07K	2.71M	-3.18K	-2.69%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	101.13K	2.39M	-339.51K	-77.05%
Jun 30, 2025	SEGALL BRYANT & HAMILL, LLC	0.04%	82.93K	1.96M	82.93K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.55%	1.11M	26.26M	342.19K	+44.38%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	1.02M	24.05M	40.72K	+4.16%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.49%	979.69K	23.11M	930.4K	+1,887.60%
Jun 30, 2025	MARSHALL WACE, LLP	0.17%	333.15K	7.86M	155.17K	+87.19%
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	217.36K	3.93M	-37.5K	-14.71%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	244.15K	4.42M	-73.22K	-23.07%
Mar 31, 2025	VANGUARD GROUP INC	3.3%	6.63M	120M	1.31M	+24.58%
Mar 31, 2025	HOLOCENE ADVISORS, LP	0.12%	246.21K	4.45M	246.21K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.11%	219.41K	3.97M	-105.52K	-32.47%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.87%	5.77M	104.43M	4.19M	+264.68%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	537.42K	9.72M	-171.52K	-24.19%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.28%	560.37K	10.14M	284.39K	+103.05%
Mar 31, 2025	TWINBEECH CAPITAL LP	0.12%	239.49K	4.33M	239.49K	+100.00%
Mar 31, 2025	WALGREENS BOOTS ALLIANCE, INC.	5.59%	11.24M	203.33B	-12M	-51.64%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.09%	182.9K	3.31M	45.7K	+33.31%
Mar 31, 2025	J. GOLDMAN & CO LP	0.2%	391.97K	7.09M	-866.65K	-68.86%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.22%	437.1K	7.91M	437.1K	+100.00%
Mar 31, 2025	FEDERATED HERMES, INC.	0.18%	361.94K	6.55M	-210.5K	-36.77%
Mar 31, 2025	FMR LLC	12.99%	26.11M	472.39M	4.01M	+18.15%
Mar 31, 2025	KOHLBERG KRAVIS ROBERTS & CO. L.P.	46.25%	92.96M	1.68B	0	0
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.11%	219.66K	3.97M	8.3K	+3.93%
Mar 31, 2025	LISANTI CAPITAL GROWTH, LLC	0.17%	343.02K	6.21M	11.11K	+3.35%
Mar 31, 2025	JPMORGAN CHASE & CO	0.25%	496.19K	8.98M	451.82K	+1,018.42%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	577.89K	10.45M	1.97K	+0.34%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.33%	665.4K	12.04M	107.7K	+19.31%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	705.9K	12.77M	93.84K	+15.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.1%	195.37K	3.53M	38.16K	+24.27%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.1%	199.71K	3.61M	16.43K	+8.97%
Mar 31, 2025	POINT72 (DIFC) LTD	0.15%	302.53K	5.47M	26.32K	+9.53%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	312.21K	5.65M	-109.05K	-25.89%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.17%	341.66K	6.18M	-174.86K	-33.85%
Mar 31, 2025	INTEGRAL HEALTH ASSET MANAGEMENT, LLC	0.39%	775K	14.02M	-175K	-18.42%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.67%	1.35M	24.48M	41.9K	+3.20%
Mar 31, 2025	8 KNOTS MANAGEMENT, LLC	0.73%	1.47M	26.58M	-3.17M	-68.35%
Mar 31, 2025	SEA CLIFF PARTNERS MANAGEMENT, LP	1.01%	2.03M	36.78M	298.1K	+17.18%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	1.27%	2.54M	46.03M	2.54M	+100.00%
Mar 31, 2025	INVESCO LTD.	3.07%	6.17M	111.66M	1.79M	+40.97%
Mar 31, 2025	BELLEVUE GROUP AG	0.12%	241.75K	4.37M	67.6K	+38.81%
Mar 31, 2025	NORTHERN TRUST CORP	0.28%	566.62K	10.25M	31.29K	+5.84%
Mar 31, 2025	CITIGROUP INC	0.14%	278.34K	5.04M	231.83K	+498.40%
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.55%	1.1M	19.82M	19.23K	+1.79%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.25%	2.52M	45.59M	-178.41K	-6.61%
Mar 31, 2025	HBK INVESTMENTS L P	0.2%	400K	7.24M	-100K	-20.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.22%	440.64K	7.97M	-712.54K	-61.79%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	494.23K	8.94M	43.24K	+9.59%
Mar 31, 2025	MORGAN STANLEY	0.38%	771.13K	13.95M	-508.44K	-39.74%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.47%	939.53K	17M	556.15K	+145.07%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.49%	978.57K	17.7M	-93.47K	-8.72%
Mar 31, 2025	STATE STREET CORP	0.64%	1.28M	23.24M	-6.07K	-0.47%
Mar 31, 2025		0.81%	1.62M	29.33M	1.62M	+100.00%
Mar 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1.42%	2.85M	51.6M	-397.7K	-12.24%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.21%	429.45K	7.77M	37.87K	+9.67%
Mar 31, 2025	BLACKROCK, INC.	2.09%	4.2M	76.01M	-189.24K	-4.31%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	2.42%	4.86M	87.94M	-522.77K	-9.71%

Insiders

Among the BTSG insiders holding of 3.22% of the stake in company, KKR PHOENIX AGGREGATOR L.P., 10 percent owner, holds the largest shares of 42.23M. KKR GROUP PARTNERSHIP L.P., 10 percent owner, is the second largest BTSG insider with ownership of 42.23M shares. WALGREENS BOOTS ALLIANCE, INC., Former 10% owner, stands third with possession of 11.24M shares of that stake.

Insiders	Designation	Shares Held
KKR PHOENIX AGGREGATOR L.P.	10 percent owner	42.23M
KKR GROUP PARTNERSHIP L.P.	10 percent owner	42.23M
WALGREENS BOOTS ALLIANCE, INC.	Former 10% owner	11.24M
ROUSSEAU JON B	See Remarks	1.02M
MCMAUDE MICHAEL A	See Remarks	207.59K
PHIPPS JENNIFER A	Chief Financial Officer	196.84K
NALLEY LISA A	See Remarks	110.59K
BARNES ROBERT ALLEN	President, Community Living	39.27K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 04, 2026	KKR GROUP PARTNERSHIP L.P.	SALE	40.96	19.72M	807.55M	42.23M
Mar 04, 2026	PHIPPS JENNIFER A	SALE	41.15	35K	1.44M	196.84K
Mar 04, 2026	ROUSSEAU JON B	SALE	41.15	220K	9.05M	1.02M
Mar 04, 2026	NALLEY LISA A	SALE	41.15	30K	1.23M	110.59K
Mar 04, 2026	KKR PHOENIX AGGREGATOR L.P.	SALE	40.96	19.72M	807.55M	42.23M
Oct 22, 2025	NALLEY LISA A	SALE	28.78	20K	575.64K	131.15K
Oct 22, 2025	ROUSSEAU JON B	SALE	28.78	235K	6.76M	1.13M
Oct 22, 2025	KKR PHOENIX AGGREGATOR L.P.	SALE	28.78	14.75M	424.39M	62.35M
Oct 22, 2025	KKR GROUP PARTNERSHIP L.P.	SALE	28.78	14.75M	424.39M	62.35M
Jun 24, 2025	KKR PHOENIX AGGREGATOR L.P.	SALE	21.15	2.1M	44.42M	77.1M
Jun 24, 2025	KKR GROUP PARTNERSHIP L.P.	SALE	21.15	2.1M	44.42M	77.1M
Jun 12, 2025	NALLEY LISA A	SALE	21.75	14.42K	313.53K	131.15K
Jun 12, 2025	PHIPPS JENNIFER A	SALE	21.75	15.62K	339.65K	230.03K
Jun 12, 2025	KKR PHOENIX AGGREGATOR L.P.	SALE	21.15	13.29M	281.07M	79.67M
Jun 12, 2025	KKR GROUP PARTNERSHIP L.P.	SALE	21.15	13.29M	281.07M	79.67M
Jun 12, 2025	BARNES ROBERT ALLEN	SALE	21.75	30.73K	668.38K	39.27K
Jun 12, 2025	MCMAUDE MICHAEL A	SALE	21.75	119.3K	2.59M	207.59K
Jun 12, 2025	ROUSSEAU JON B	SALE	21.75	531.84K	11.57M	1.18M
Feb 18, 2025	WALGREENS BOOTS ALLIANCE, INC.	SALE	21.16	12M	253.92M	11.24M
Sep 11, 2024	KKR GROUP PARTNERSHIP L.P.	PURCHASE	11.13	11.62M	129.33M	92.96M
Sep 11, 2024	KKR PHOENIX AGGREGATOR L.P.	PURCHASE	11.13	11.62M	129.33M	92.96M
Sep 11, 2024	WALGREENS BOOTS ALLIANCE, INC.	SALE	129330577.74	11.62M	1502.82T	23.24M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES69.46M9

NET SHARES-69.46M9

SHARES HELD211.75M9

% NET SHARES-132.8%0%

Frequently Asked Questions