BRIGHT HORIZONS FAM SOL IN D BFAM
COM · Common Stock · CUSIP 109194100 · ISIN US1091941005
- IndustryServices-Child Day Care Services
- HeadquartersNewton, MA
- Websitebrighthorizons.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.7m this quarter). Holder counts are more reliable. Shares outstanding: 48.6m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $70.89. Options: 1 managers hold calls ($1.2m notional), 6 hold puts ($21.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 292 |
| Q4 2022 | 289 |
| Q1 2023 | 288 |
| Q2 2023 | 282 |
| Q3 2023 | 296 |
| Q4 2023 | 289 |
| Q1 2024 | 313 |
| Q2 2024 | 323 |
| Q3 2024 | 393 |
| Q4 2024 | 371 |
| Q1 2025 | 389 |
| Q2 2025 | 398 |
| Q3 2025 | 412 |
| Q4 2025 | 406 |
| Q1 2026 | 371 |
| Q2 2026 | 386 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 223 | 140 |
| Q4 2024 | 177 | 202 |
| Q1 2025 | 198 | 175 |
| Q2 2025 | 194 | 187 |
| Q3 2025 | 220 | 177 |
| Q4 2025 | 197 | 214 |
| Q1 2026 | 218 | 210 |
| Q2 2026 | 203 | 220 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $1.7m | $24.4m | 14.81 |
| Q2 2026 | $1.2m | $21.3m | 17.40 |
Biggest buyers
| BlackRock, Inc. | Added | +3.4m |
| ABRAMS BISON INVESTMENTS, LLC | Added | +980.2k |
| STATE STREET CORP | Added | +800.5k |
| FMR LLC | Added | +629.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +477.3k |
| MORGAN STANLEY | Added | +367.9k |
| BANK OF MONTREAL /CAN/ | Added | +353.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +350.5k |
| Point72 Asset Management, L.P. | Added | +342.8k |
| Giverny Capital Inc. | Added | +338.5k |
Biggest sellers
| Capital World Investors | Reduced | -1.7m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -964.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -904.3k |
| Conestoga Capital Advisors, LLC | Reduced | -848.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -423.0k |
| Gotham Asset Management, LLC | Reduced | -271.2k |
| MARSHALL WACE, LLP | Reduced | -270.2k |
| Premier Fund Managers Ltd | Reduced | -263.4k |
| BROWN ADVISORY INC | Reduced | -252.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m17.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.9m125.5k shares |
| Caption Management, LLC | Unchanged | $8.3m117.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m22.5k shares |
| GROUP ONE TRADING LLC | Unchanged | $1.4m20.0k shares |
| JANE STREET GROUP, LLC | Added | $1.1m15.4k shares |
| SIMPLEX TRADING, LLC | Added | $14.2k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +8.2 pts · filed 2026-06-04 | 12.5% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-05-15 | 6.0% |
| ABRAMS BISON PARTNERS, LP 13G · passive investor new · filed 2026-09-17 | 5.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -1.5 pts · filed 2026-08-13 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: GOLDMAN SACHS ASSET MANAGEMENT, L.P. (3.1%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $786.2k | $212.6k |
| Q1 2025 | 0 | — | 3 | $1.1m | $124.7k |
| Q2 2025 | 0 | — | 5 | $3.2m | $380.1k |
| Q3 2025 | 0 | — | 2 | $728.3k | $368.0k |
| Q4 2025 | 0 | — | 1 | $108.5k | $108.5k |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $656.6k | $220.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | TOCIO MARY ANN Director | Sold | $435.9k6.0k shares |
| 2026-09-01 | Burke Mary Lou COO North America Center Ops | Sold plan | $90.0k1.2k shares |
| 2026-08-03 | Burke Mary Lou COO North America Center Ops | Sold plan | $90.7k1.2k shares |
| 2026-07-28 | Burke Mary Lou COO North America Center Ops | Sold plan | $40.0k500 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.4m $452.3m | Added +3.4m |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 3.1m $218.4m | Reduced -241.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.63% of their portfolio | 2.9m $204.1m | Reduced -964.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.7m $189.2m | Added +477.3k |
| ABRAMS BISON INVESTMENTS, LLC 8.28% of their portfolio | 2.4m $169.6m | Added +980.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $169.1m | Reduced -109.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $126.6m | Added +800.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.7m $119.4m | Added +350.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $106.4m | Reduced -423.0k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.4m $102.6m | Added +16.4k |
| MORGAN STANLEY 0.01% of their portfolio | 1.4m $102.1m | Added +367.9k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.3m $94.0m | Added +353.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.24% of their portfolio | 1.2m $87.0m | Added +50.4k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.1m $81.1m | Reduced -209.2k |
| Giverny Capital Inc. 2.58% of their portfolio | 1.1m $76.6m | Added +338.5k |
| BAMCO INC /NY/ 0.11% of their portfolio | 1.1m $74.8m | Reduced -47.2k |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 920.4k $65.2m | Added +342.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 907.7k $64.4m | Reduced -75.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 819.6k $58.1m | Reduced -183.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 803.1k $57.1m | Reduced -1.4m |
| UBS Group AG 0.01% of their portfolio | 755.4k $53.5m | Reduced -89.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 713.5k $50.6m | Added +35.5k |
| Jupiter Topco LLC 0.02% of their portfolio | 699.2k $49.6m | First filing |
| FMR LLC 0.00% of their portfolio | 638.9k $45.3m | Added +629.7k |
| GENEVA CAPITAL MANAGEMENT LLC 0.98% of their portfolio | 603.4k $42.8m | Reduced -189.1k |
| Stephens Investment Management Group LLC 0.45% of their portfolio | 596.7k $42.3m | Added +37.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 594.2k $42.1m | Reduced -93.8k |
| NORGES BANK 0.00% of their portfolio | 481.5k $34.1m | Not comparable |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 454.6k $32.2m | Reduced -55.6k |
| Conestoga Capital Advisors, LLC 0.69% of their portfolio | 445.0k $31.5m | Reduced -848.1k |
| BROWN ADVISORY INC 0.05% of their portfolio | 417.8k $29.6m | Reduced -252.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 403.9k $28.6m | Added +83.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 344.2k $24.4m | Reduced -89.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 333.0k $23.6m | Reduced -19.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 311.5k $22.1m | Added +48.7k |
| Nuveen, LLC 0.01% of their portfolio | 300.1k $21.3m | Reduced -129.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 293.9k $20.8m | Added +113.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 291.9k $20.7m | Added +261.3k |
| ALGERT GLOBAL LLC 0.22% of their portfolio | 265.6k $18.8m | Added +43.8k |
| Great Point Wealth Advisors, LLC 2.95% of their portfolio | 257.9k $18.3m | Added +7.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 253.7k $18.0m | New |
| Fiera Capital Corp 0.06% of their portfolio | 242.7k $17.2m | Reduced -182.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 240.8k $17.1m | Reduced -47.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 238.3k $16.9m | Reduced -45.7k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 217.5k $15.4m | Reduced -46.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 199.8k $14.2m | Reduced -4.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 184.8k $13.1m | Reduced -904.3k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 180.7k $12.8m | New |
| Invesco Ltd. 0.00% of their portfolio | 178.0k $12.6m | Reduced -201.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 177.6k $12.6m | Reduced -332 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 177.3k $12.6m | Added +88.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 166.2k $11.8m | Added +35.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 159.9k $11.3m | Reduced -52.8k |
| Man Group plc 0.02% of their portfolio | 159.2k $11.3m | Added +30.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 157.8k $11.2m | Reduced -10.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 157.6k $11.2m | New |
| Quantinno Capital Management LP 0.01% of their portfolio | 157.0k $11.1m | Added +843 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 137.1k $9.7m | New |
| Capital World Investors 0.00% of their portfolio | 132.3k $9.4m | Reduced -1.7m |
| Mayar Capital Ltd. 9.96% of their portfolio | 125.2k $8.9m | Reduced -9.3k |
| Holocene Advisors, LP 0.02% of their portfolio | 125.0k $8.9m | Added +50.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 122.1k $8.7m | Reduced -5.8k |
| Legal & General Group Plc 0.00% of their portfolio | 121.6k $8.6m | Added +73.9k |
| PALISADE CAPITAL MANAGEMENT, LP 0.37% of their portfolio | 121.3k $8.6m | Reduced -133.4k |
| XTX Topco Ltd 0.11% of their portfolio | 121.0k $8.6m | Added +83.1k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 117.7k $8.3m | Reduced -271.2k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 116.3k $8.2m | Reduced -17.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 114.5k $8.1m | Reduced -126.8k |
| Swiss National Bank 0.00% of their portfolio | 110.7k $7.8m | Reduced -1.0k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 103.2k $7.3m | Reduced -74.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 101.3k $7.2m | Added +50.8k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 100.8k $7.1m | Reduced -56.4k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 90.0k $6.4m | Reduced -39.0k |
| HRT FINANCIAL LP 0.02% of their portfolio | 89.4k $6.3m | Added +23.3k |
| California Public Employees Retirement System 0.00% of their portfolio | 88.1k $6.2m | Added +16.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 80.2k $5.7m | Reduced -28.3k |
| Alpine Peaks Capital, LP 6.44% of their portfolio | 77.5k $5.5m | Reduced -15.3k |
| KBC Group NV 0.01% of their portfolio | 76.7k $5.4m | Added +19.7k |
| Mariner, LLC 0.01% of their portfolio | 73.9k $5.2m | Reduced -15.3k |
| Premier Fund Managers Ltd 0.47% of their portfolio | 72.7k $5.2m | Reduced -263.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 67.4k $4.8m | Reduced -91.9k |
| Cerity Partners LLC 0.01% of their portfolio | 67.4k $4.8m | Added +4.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 64.9k $4.6m | Reduced -1.9k |
| Applied Fundamental Research, LLC 5.06% of their portfolio | 60.4k $4.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 58.4k $4.1m | Reduced -79.3k |
| Raiffeisen Bank International AG 0.05% of their portfolio | 58.3k $4.1m | Added +9.2k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 56.4k $4.0m | Added +48.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 56.3k $4.0m | Added +2.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 56.3k $4.0m | Added +30.6k |
| MONIMUS CAPITAL MANAGEMENT, LP 0.99% of their portfolio | 54.7k $3.9m | New |
| TRILLIUM ASSET MANAGEMENT, LLC 0.12% of their portfolio | 54.4k $3.9m | Reduced -104.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 51.4k $3.6m | Reduced -162.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 48.9k $3.5m | Reduced -810 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 47.9k $3.4m | New |
| Graphene Investments SAS 1.93% of their portfolio | 46.8k $3.3m | Added +10.6k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 45.0k $3.2m | Reduced -14.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 45.0k $3.2m | New |
| Aquatic Capital Management LLC 0.11% of their portfolio | 43.6k $3.1m | Added +22.1k |
| OSSIAM 0.04% of their portfolio | 43.1k $3.1m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 43.0k $3.0m | Added +36.7k |