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Livermore
Livermore
ZHEN

Brookdale Senior Living Inc.

BKD
Exchange
NYSE
Industry
Services-Nursing & Personal Care Facilities
SEC CIK
0001332349

No open-market purchases or sales by Brookdale Senior Living Inc. insiders were filed in the last 90 days; 293 institutions reported holding it in 13F filings for Q2 2026, worth $4.32B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Brookdale Senior Living Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
154
−13 vs. Q3 2022
Shares held
202.3M
+13.6M (+7.2%) vs. Q3 2022
Total value
$552.2M
−$253.3M (−31.4%) vs. Q3 2022
New holders
23
59 more added
Sold out
36
43 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BKD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 154 institutions
Q1 2021: 167 institutionsQ2 2021: 178 institutionsQ3 2021: 182 institutionsQ4 2021: 195 institutionsQ1 2022: 186 institutionsQ2 2022: 163 institutionsQ3 2022: 169 institutionsQ4 2022: 154 institutionsQ1 2023: 157 institutionsQ2 2023: 155 institutionsQ3 2023: 146 institutionsQ4 2023: 164 institutionsQ1 2024: 172 institutionsQ2 2024: 175 institutionsQ3 2024: 196 institutionsQ4 2024: 174 institutionsQ1 2025: 186 institutionsQ2 2025: 181 institutionsQ3 2025: 205 institutionsQ4 2025: 238 institutionsQ1 2026: 283 institutionsQ2 2026: 293 institutions
Value heldQ4 2022: $552.2M
Q1 2021: $1.05BQ2 2021: $1.34BQ3 2021: $1.11BQ4 2021: $917.0MQ1 2022: $1.26BQ2 2022: $849.4MQ3 2022: $806.0MQ4 2022: $552.2MQ1 2023: $569.9MQ2 2023: $821.2MQ3 2023: $811.8MQ4 2023: $1.16BQ1 2024: $1.35BQ2 2024: $1.44BQ3 2024: $1.44BQ4 2024: $1.05BQ1 2025: $1.40BQ2 2025: $1.61BQ3 2025: $1.95BQ4 2025: $2.54BQ1 2026: $3.47BQ2 2026: $4.32B
Institutions holding BKD and their total value by quarter
QuarterHoldersValue
Q2 2026293$4.32B
Q1 2026283$3.47B
Q4 2025238$2.54B
Q3 2025205$1.95B
Q2 2025181$1.61B
Q1 2025186$1.40B
Q4 2024174$1.05B
Q3 2024196$1.44B
Q2 2024175$1.44B
Q1 2024172$1.35B
Q4 2023164$1.16B
Q3 2023146$811.8M
Q2 2023155$821.2M
Q1 2023157$569.9M
Q4 2022154$552.2M
Q3 2022169$806.0M
Q2 2022163$849.4M
Q1 2022186$1.26B
Q4 2021195$917.0M
Q3 2021182$1.11B
Q2 2021178$1.34B
Q1 2021167$1.05B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q3 2022.

Institutions holding BKD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)31,570$86.2K0.00%+8,915+39.4%Added
Alpine Global Management, LLC31,501$86.0K0.03%+31,501New
Mariner, LLC30,145$82.0K0.00%+720+2.4%Added
Pictet Asset Management SA29,569$81.0K0.00%+16,369+124.0%Added
C M Bidwell & Associates Ltd27,937$76.3K0.06%+492+1.8%Added
Winton Group Ltd26,673$72.8K0.00%+2,588+10.7%Added
LPL Financial LLC25,561$69.8K0.00%−151−0.6%Reduced
Creative Planning25,016$68.3K0.00%−201−0.8%Reduced
Sheaff Brock Investment Advisors, LLC25,000$68.3K0.01%+2,200+9.6%Added
ProShare Advisors LLC23,934$65.3K0.00%+3,430+16.7%Added
Amalgamated Bank23,726$65.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board20,966$57.2K0.00%−10,385−33.1%Reduced
Levin Capital Strategies, L.P.20,821$56.8K0.01%+20,821New
Inspire Advisors, LLC20,800$56.8K0.01%+2,906+16.2%Added
Mirae Asset Global Investments Co., Ltd.20,414$55.7K0.00%−76,392−78.9%Reduced
Diversified Trust Co16,721$46.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.14,512$42.1K0.00%00.0%Unchanged
Great West Life Assurance Co15,251$42.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co13,647$37.3K0.00%+3,849+39.3%Added
Wealth Architects, LLC13,000$35.5K0.01%00.0%Unchanged
Humankind Investments LLC12,909$35.2K0.02%+12,909New
Allspring Global Investments Holdings, LLC12,860$35.1K0.00%−282−2.1%Reduced
Principal Financial Group Inc12,097$33.0K0.00%−85,637−87.6%Reduced
Mackenzie Financial Corp11,859$32.4K0.00%00.0%Unchanged
Lazard Asset Management LLC11,438$31.0K0.00%+11,438New
Xponance, Inc.10,734$29.3K0.00%+202+1.9%Added
CWM Advisors, LLC10,045$27.4K0.00%+10,045New
BDO Wealth Advisors, LLC10,000$27.3K0.00%00.0%Unchanged
Citigroup Inc8,857$24.2K0.00%−1,527−14.7%Reduced
Shell Asset Management Co8,494$23.0K0.00%−2,154−20.2%Reduced
Point72 Middle East FZE8,291$22.6K0.00%+8,291New
Public Employees Retirement System of Ohio8,080$22.0K0.00%−14,824−64.7%Reduced
Clear Street Markets LLC5,000$14.0K0.00%+5,000New
Nomura Asset Management Co Ltd4,600$12.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,288$12.0K0.00%−15,468−78.3%Reduced
US Bancorp3,379$9.22K0.00%+282+9.1%Added
Nisa Investment Advisors, LLC2,385$7.00K0.00%−5,150−68.3%Reduced
Bank of Montreal2,085$5.73K0.00%−17,496−89.4%Reduced
Rockefeller Capital Management L.P.2,190$5.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,483$4.05K0.00%+1,483New
IFP Advisors, Inc500$4.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.1,000$2.73K0.00%00.0%Unchanged
Covestor Ltd600$2.00K0.00%−10,808−94.7%Reduced
Northwestern Mutual Wealth Management Co400$1.09K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.281$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC245$6680.00%00.0%Unchanged
Quadrant Capital Group LLC202$5510.00%00.0%Unchanged
Global Trust Asset Management, LLC100$2730.00%00.0%Unchanged
AllSquare Wealth Management LLC95$2590.00%00.0%Unchanged
Manchester Capital Management LLC88$2400.00%+88New
First Personal Financial Services75$2050.00%00.0%Unchanged
Ellevest, Inc.32$870.00%+32New
Gradient Investments LLC16$440.00%00.0%Unchanged
GWM Advisors LLC295$10.00%+295New
Diameter Capital Partners LP0$00.00%−4,188,222−100.0%Sold out
Bloom Tree Partners, LLC0$00.00%−3,347,344−100.0%Sold out
Conversant Capital LLC0$00.00%−2,559,500−100.0%Sold out
Senator Investment Group LP0$00.00%−2,000,000−100.0%Sold out
Northwood Liquid Management LP0$00.00%−1,478,081−100.0%Sold out
Boston Partners0$00.00%−650,077−100.0%Sold out
Beaconlight Capital, LLC0$00.00%−583,216−100.0%Sold out
Clayton Partners LLC0$00.00%−446,485−100.0%Sold out
Cinctive Capital Management LP0$00.00%−442,756−100.0%Sold out
Westpac Banking Corp0$00.00%−352,892−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−346,400−100.0%Sold out
HGI Capital Management, LLC0$00.00%−282,696−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−270,938−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−143,387−100.0%Sold out
Ergoteles LLC0$00.00%−143,246−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−129,003−100.0%Sold out
Bridgewater Associates, LP0$00.00%−84,547−100.0%Sold out
Belvedere Trading LLC0$00.00%−64,408−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−48,480−100.0%Sold out
MQS Management LLC0$00.00%−31,084−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−28,200−100.0%Sold out
Goff John C0$00.00%−25,100−100.0%Sold out
Engineers Gate Manager LP0$00.00%−24,295−100.0%Sold out
XR Securities LLC0$00.00%−21,520−100.0%Sold out
AQR Capital Management LLC0$00.00%−13,869−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,860−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−10,354−100.0%Sold out
Caxton Associates LP0$00.00%−10,027−100.0%Sold out
Allworth Financial LP0$00.00%−2,438−100.0%Sold out
Macquarie Group Ltd0$00.00%0Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1,000−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−780−100.0%Sold out
National Bank of Canada0$00.00%−150−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−305−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−365−100.0%Sold out
Signaturefd, LLC0$00.00%−48−100.0%Sold out
Parian Global Management LP––––Not filed
Strategic Asset Management, LLC––––Not filed