Skip to main content

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, Q3 2023

Institutional positions in Brookdale Senior Living Inc. as of Sep 30, 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
146
−7 vs. Q2 2023
Shares held
196.1M
+1.47M (+0.8%) vs. Q2 2023
Total value
$811.8M
−$9.28M (−1.1%) vs. Q2 2023
New holders
15
57 more added
Sold out
22
49 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 146 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 heldQ3 2023: $811.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q2 2023.

Institutions holding BKD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd23$00.00%−3−11.5%Reduced
Gradient Investments LLC10$410.00%00.0%Unchanged
Coppell Advisory Solutions LLC6$670.00%−22−78.6%Reduced
AllSquare Wealth Management LLC95$3930.00%00.0%Unchanged
The PNC Financial Services Group, Inc.151$6250.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC245$1.01K0.00%00.0%Unchanged
Lindbrook Capital, LLC343$1.42K0.00%+343New
Northwestern Mutual Wealth Management Co400$1.66K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC574$2.38K0.00%−143,513−99.6%Reduced
Quadrant Capital Group LLC626$2.59K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC780$3.23K0.00%+780New
Raleigh Capital Management Inc.1,000$4.14K0.00%00.0%Unchanged
US Bancorp2,008$8.31K0.00%00.0%Unchanged
Bank of Montreal2,072$8.52K0.00%−34−1.6%Reduced
Quantbot Technologies LP2,553$10.6K0.00%−81,352−97.0%Reduced
Advisor Group Holdings, Inc.3,031$12.5K0.00%+2,750+978.6%Added
Nomura Asset Management Co Ltd4,600$19.0K0.00%00.0%Unchanged
FMR LLC5,390$22.3K0.00%−870−13.9%Reduced
Nisa Investment Advisors, LLC5,635$23.3K0.00%00.0%Unchanged
Citigroup Inc6,199$25.7K0.00%−53,138−89.6%Reduced
Comerica Bank8,452$35.0K0.00%+8,452New
Great West Life Assurance Co8,357$35.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio8,714$36.0K0.00%−390−4.3%Reduced
Tower Research Capital LLC (TRC)9,169$38.0K0.00%+3,897+73.9%Added
Metropolitan Life Insurance Co10,115$41.9K0.00%00.0%Unchanged
Xponance, Inc.10,863$45.0K0.00%+733+7.2%Added
Lazard Asset Management LLC11,438$47.0K0.00%00.0%Unchanged
MQS Management LLC11,912$49.3K0.03%+11,912New
Allspring Global Investments Holdings, LLC12,244$50.7K0.00%+10,902+812.4%Added
Neuberger Berman Group LLC14,448$59.8K0.00%+1,262+9.6%Added
Two Sigma Securities, LLC14,538$60.2K0.00%+14,538New
TownSquare Capital, LLC15,000$62.1K0.00%00.0%Unchanged
Centiva Capital, LP16,353$67.7K0.00%+16,353New
Ameritas Investment Partners, Inc.18,689$77.4K0.00%+4,177+28.8%Added
Amalgamated Bank19,379$80.0K0.00%+1,940+11.1%Added
State of Wisconsin Investment Board19,462$80.6K0.00%+6,882+54.7%Added
Wolverine Trading, LLC21,047$87.1K0.00%+3,602+20.6%Added
XTX Topco Ltd21,505$89.0K0.02%+21,505New
Schonfeld Strategic Advisors LLC22,900$94.8K0.00%+9,377+69.3%Added
Mackenzie Financial Corp26,194$96.1K0.00%−1,170−4.3%Reduced
ProShare Advisors LLC24,223$100.3K0.00%+2,044+9.2%Added
LPL Financial LLC24,232$100.3K0.00%+2,436+11.2%Added
Sheaff Brock Investment Advisors, LLC25,000$103.5K0.01%00.0%Unchanged
Prudential Financial Inc25,149$104.1K0.00%−160,400−86.4%Reduced
Pictet Asset Management Holding SA26,357$109.1K0.00%+26,357New
Creative Planning27,033$111.9K0.00%+1,059+4.1%Added
Principal Financial Group Inc27,427$113.5K0.00%+9,319+51.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)31,570$130.7K0.00%00.0%Unchanged
Quadrature Capital Ltd33,418$138.0K0.00%−48,276−59.1%Reduced
Public Employees Retirement Association of Colorado35,294$146.0K0.00%00.0%Unchanged
Group One Trading, L.P.35,661$147.6K0.01%−9,298−20.7%Reduced
Versor Investments LP36,500$151.1K0.03%−34,800−48.8%Reduced
Diversified Trust Co37,700$156.1K0.01%+3,957+11.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital38,046$157.5K0.00%−61,485−61.8%Reduced
Visionary Wealth Advisors40,300$166.8K0.01%−500−1.2%Reduced
Cadent Capital Advisors, LLC43,050$178.2K0.09%00.0%Unchanged
Campbell & CO Investment Adviser LLC43,516$180.2K0.02%+43,516New
Gotham Asset Management, LLC45,009$186.3K0.00%+13,047+40.8%Added
Arizona State Retirement System45,552$188.6K0.00%+858+1.9%Added
Pathstone Family Office, LLC51,622$213.7K0.00%+285+0.6%Added
HRT Financial LP52,520$217.0K0.00%−300,015−85.1%Reduced
New York State Common Retirement Fund60,263$249.5K0.00%+479+0.8%Added
Barclays PLC62,068$257.0K0.00%−16,416−20.9%Reduced
State of Wyoming63,440$262.6K0.06%+17,320+37.6%Added
Captrust Financial Advisors69,703$288.6K0.00%−5,564−7.4%Reduced
State Board of Administration of Florida Retirement System70,092$290.2K0.00%+90+0.1%Added
Manufacturers Life Insurance Company, The72,147$298.7K0.00%+4,161+6.1%Added
Graham Capital Management, L.P.72,577$300.5K0.01%+72,577New
Teacher Retirement System of Texas73,126$303.0K0.00%+61,067+506.4%Added
Jane Street Group, LLC74,224$307.3K0.00%−19,174−20.5%Reduced
Voya Investment Management LLC74,822$309.8K0.00%+5,380+7.7%Added
Janus Henderson Group PLC76,522$316.4K0.00%+60.0%Added
Franklin Resources Inc80,991$335.3K0.00%00.0%Unchanged
SG Americas Securities, LLC82,203$340.0K0.00%+72,007+706.2%Added
Dark Forest Capital Management LP90,247$373.6K0.03%+68,157+308.5%Added
Gsa Capital Partners LLP92,417$383.0K0.03%−61,023−39.8%Reduced
American International Group, Inc.93,059$385.3K0.00%+10,979+13.4%Added
MetLife Investment Management98,320$407.0K0.00%00.0%Unchanged
HSBC Holdings PLC99,521$409.9K0.00%+7,771+8.5%Added
Shay Capital LLC112,500$465.8K0.14%+112,500New
Mirae Asset Global Investments Co., Ltd.119,420$494.4K0.00%+5,851+5.2%Added
Aaron Wealth Advisors120,537$499.0K0.06%00.0%Unchanged
Engineers Gate Manager LP136,889$566.7K0.02%+4,052+3.1%Added
Legal & General Group Plc141,644$586.4K0.00%−1,022−0.7%Reduced
Price T Rowe Associates Inc153,490$636.0K0.00%+15,642+11.3%Added
Shell Asset Management Co154,055$638.0K0.03%−12,216−7.3%Reduced
Susquehanna International Group, LLP160,515$664.5K0.00%+2,500+1.6%Added
Virginia Retirement Systems Et Al173,500$718.3K0.01%−6,200−3.5%Reduced
Hedges Asset Management LLC182,000$753.5K0.66%00.0%Unchanged
California State Teachers Retirement System182,543$755.7K0.00%−14,200−7.2%Reduced
EVR Research LP200,000$828.0K0.22%+200,000New
Caxton Associates LP203,216$841.3K0.12%+203,216New
Alliancebernstein L.P.231,310$957.6K0.00%−11,940−4.9%Reduced
JPMorgan Chase & Co239,943$993.4K0.00%−20,822−8.0%Reduced
Credit Suisse AG245,958$1.02M0.00%−6,824−2.7%Reduced
Los Angeles Capital Management LLC285,180$1.18M0.01%−77,151−21.3%Reduced
UBS Asset Management Americas Inc296,798$1.23M0.00%+116,065+64.2%Added
Rhumbline Advisers302,211$1.25M0.00%−74,607−19.8%Reduced
Swiss National Bank351,739$1.46M0.00%+5,300+1.5%Added
Cinctive Capital Management LP450,034$1.86M0.10%+241,034+115.3%Added