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, Q1 2023
Institutional positions in Brookdale Senior Living Inc. as of Mar 31, 2023. 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
- 157
- +6 vs. Q4 2022
- Shares held
- 193.2M
- −8.91M (−4.4%) vs. Q4 2022
- Total value
- $569.9M
- +$18.2M (+3.3%) vs. Q4 2022
- New holders
- 24
- 54 more added
- Sold out
- 18
- 51 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 293 | $4.32B |
| Q1 2026 | 283 | $3.47B |
| Q4 2025 | 238 | $2.54B |
| Q3 2025 | 205 | $1.95B |
| Q2 2025 | 181 | $1.61B |
| Q1 2025 | 186 | $1.40B |
| Q4 2024 | 174 | $1.05B |
| Q3 2024 | 196 | $1.44B |
| Q2 2024 | 175 | $1.44B |
| Q1 2024 | 172 | $1.35B |
| Q4 2023 | 164 | $1.16B |
| Q3 2023 | 146 | $811.8M |
| Q2 2023 | 155 | $821.2M |
| Q1 2023 | 157 | $569.9M |
| Q4 2022 | 154 | $552.2M |
| Q3 2022 | 169 | $806.0M |
| Q2 2022 | 163 | $849.4M |
| Q1 2022 | 186 | $1.26B |
| Q4 2021 | 195 | $917.0M |
| Q3 2021 | 182 | $1.11B |
| Q2 2021 | 178 | $1.34B |
| Q1 2021 | 167 | $1.05B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Winton Group Ltd | 33,230 | $98.0K | 0.01% | +6,557+24.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,570 | $93.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 30,217 | $89.1K | 0.00% | +9,803+48.0% | Added |
| XR Securities LLC | 27,900 | $82.3K | 0.12% | +27,900 | New |
| Mariner, LLC | 26,885 | $79.0K | 0.00% | −3,260−10.8% | Reduced |
| Creative Planning | 25,162 | $74.2K | 0.00% | +146+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,000 | $73.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 23,568 | $69.5K | 0.00% | −1,993−7.8% | Reduced |
| Simplex Trading, LLC | 22,794 | $67.0K | 0.00% | −11,951−34.4% | Reduced |
| ProShare Advisors LLC | 21,893 | $64.6K | 0.00% | −2,041−8.5% | Reduced |
| Principal Financial Group Inc | 21,199 | $62.5K | 0.00% | +9,102+75.2% | Added |
| State of Wisconsin Investment Board | 21,187 | $62.5K | 0.00% | +221+1.1% | Added |
| Prelude Capital Management, LLC | 20,965 | $61.8K | 0.00% | +20,965 | New |
| Levin Capital Strategies, L.P. | 20,821 | $61.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 19,183 | $57.0K | 0.00% | −4,543−19.1% | Reduced |
| Dark Forest Capital Management LP | 19,150 | $56.5K | 0.01% | +19,150 | New |
| Teacher Retirement System of Texas | 18,699 | $55.0K | 0.00% | −194,960−91.2% | Reduced |
| AQR Capital Management LLC | 18,070 | $53.3K | 0.00% | +18,070 | New |
| SEI Investments Co | 15,151 | $44.7K | 0.00% | +15,151 | New |
| TownSquare Capital, LLC | 15,000 | $44.3K | 0.00% | +15,000 | New |
| Ameritas Investment Partners, Inc. | 14,512 | $42.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 14,508 | $42.8K | 0.00% | −15,061−50.9% | Reduced |
| Humankind Investments LLC | 13,109 | $38.7K | 0.02% | +200+1.5% | Added |
| Wealth Architects, LLC | 13,000 | $38.4K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,859 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,438 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,853 | $33.0K | 0.00% | +10,853 | New |
| ExodusPoint Capital Management, LP | 11,124 | $33.0K | 0.00% | +11,124 | New |
| Xponance, Inc. | 10,610 | $31.3K | 0.00% | −124−1.2% | Reduced |
| Metropolitan Life Insurance Co | 10,115 | $29.8K | 0.00% | −3,532−25.9% | Reduced |
| BDO Wealth Advisors, LLC | 10,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,813 | $29.0K | 0.00% | +7,728+370.6% | Added |
| Public Employees Retirement System of Ohio | 9,034 | $27.0K | 0.00% | +954+11.8% | Added |
| Great West Life Assurance Co | 8,357 | $25.0K | 0.00% | −6,894−45.2% | Reduced |
| Citigroup Inc | 7,641 | $22.5K | 0.00% | −1,216−13.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,323 | $21.0K | 0.00% | +3,035+70.8% | Added |
| FMR LLC | 5,127 | $15.1K | 0.00% | −2,119,610−99.8% | Reduced |
| Clear Street Markets LLC | 5,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,600 | $13.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,747 | $8.10K | 0.00% | −10,113−78.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,485 | $7.00K | 0.00% | +100+4.2% | Added |
| US Bancorp | 2,008 | $5.92K | 0.00% | −1,371−40.6% | Reduced |
| IFP Advisors, Inc | 500 | $4.01K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $2.95K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 700 | $2.06K | 0.00% | −27,237−97.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 780 | $2.00K | 0.00% | +780 | New |
| Quadrant Capital Group LLC | 626 | $1.85K | 0.00% | +424+209.9% | Added |
| Northwestern Mutual Wealth Management Co | 400 | $1.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 281 | $828 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $722 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 143 | $422 | 0.00% | +143 | New |
| Global Trust Asset Management, LLC | 100 | $295 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 95 | $280 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $222 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $47 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1 | $3 | 0.00% | +1 | New |
| Covestor Ltd | 27 | $0 | 0.00% | −573−95.5% | Reduced |
| GWM Advisors LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −7,156,325−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −3,244,812−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −159,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −124,161−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −87,920−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −83,929−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −63,226−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −38,330−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,403−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −34,381−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −33,125−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −31,501−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| North Run Capital, LP | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |