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 2023
Institutional positions in Brookdale Senior Living Inc. as of Dec 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
- 164
- +20 vs. Q3 2023
- Shares held
- 199.2M
- +3.32M (+1.7%) vs. Q3 2023
- Total value
- $1.16B
- +$348.4M (+43.0%) vs. Q3 2023
- New holders
- 36
- 62 more added
- Sold out
- 16
- 45 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | $17 | 0.00% | +3 | New |
| Gradient Investments LLC | 10 | $58 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 95 | $553 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 108 | $625 | 0.00% | +108 | New |
| Game Plan Financial Advisors, LLC | 117 | $681 | 0.00% | +117 | New |
| Global Wealth Strategies & Associates | 142 | $826 | 0.00% | +142 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.00K | 0.00% | −480−61.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $1.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 343 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 405 | $2.21K | 0.00% | +405 | New |
| Northwestern Mutual Wealth Management Co | 400 | $2.33K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 626 | $3.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 999 | $5.81K | 0.00% | +999 | New |
| Raleigh Capital Management Inc. | 1,000 | $5.82K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,236 | $13.0K | 0.00% | +228+11.4% | Added |
| Nisa Investment Advisors, LLC | 2,535 | $14.8K | 0.00% | −3,100−55.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,563 | $20.7K | 0.00% | +532+17.6% | Added |
| Nomura Asset Management Co Ltd | 4,600 | $26.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,077 | $41.2K | 0.00% | −1,637−18.8% | Reduced |
| Covestor Ltd | 7,670 | $45.0K | 0.03% | +7,647+33,247.8% | Added |
| FMR LLC | 7,942 | $46.2K | 0.00% | +2,552+47.3% | Added |
| Comerica Bank | 8,452 | $49.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,115 | $58.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,556 | $61.4K | 0.00% | +10,556 | New |
| Lazard Asset Management LLC | 11,176 | $65.0K | 0.00% | −262−2.3% | Reduced |
| Xponance, Inc. | 11,226 | $65.3K | 0.00% | +363+3.3% | Added |
| Axq Capital, LP | 13,300 | $77.4K | 0.02% | +13,300 | New |
| TownSquare Capital, LLC | 15,000 | $87.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,361 | $89.4K | 0.00% | +913+6.3% | Added |
| Prudential Financial Inc | 15,529 | $90.4K | 0.00% | −9,620−38.3% | Reduced |
| Great West Life Assurance Co | 15,694 | $91.0K | 0.00% | +7,337+87.8% | Added |
| Pictet Asset Management Holding SA | 16,778 | $97.6K | 0.00% | −9,579−36.3% | Reduced |
| XTX Topco Ltd | 17,097 | $99.5K | 0.02% | −4,408−20.5% | Reduced |
| Amalgamated Bank | 17,472 | $102.0K | 0.00% | −1,907−9.8% | Reduced |
| Counterpoint Mutual Funds LLC | 17,817 | $103.7K | 0.04% | +17,817 | New |
| Nebula Research & Development LLC | 18,230 | $106.1K | 0.03% | +18,230 | New |
| Ameritas Investment Partners, Inc. | 18,689 | $108.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,716 | $108.9K | 0.02% | +18,716 | New |
| Occudo Quantitative Strategies LP | 20,236 | $117.8K | 0.02% | +20,236 | New |
| Cadent Capital Advisors, LLC | 21,800 | $126.9K | 0.06% | −21,250−49.4% | Reduced |
| Brevan Howard Capital Management LP | 23,023 | $134.0K | 0.01% | +23,023 | New |
| Walleye Capital LLC | 23,287 | $135.5K | 0.00% | +23,287 | New |
| Principal Financial Group Inc | 23,531 | $136.9K | 0.00% | −3,896−14.2% | Reduced |
| Mackenzie Financial Corp | 24,102 | $140.3K | 0.00% | −2,092−8.0% | Reduced |
| LPL Financial LLC | 24,232 | $141.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 25,000 | $145.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 27,577 | $160.0K | 0.02% | +27,577 | New |
| Creative Planning | 27,891 | $162.3K | 0.00% | +858+3.2% | Added |
| ProShare Advisors LLC | 30,865 | $179.6K | 0.00% | +6,642+27.4% | Added |
| Public Employees Retirement Association of Colorado | 33,825 | $197.0K | 0.00% | −1,469−4.2% | Reduced |
| Citigroup Inc | 34,858 | $202.9K | 0.00% | +28,659+462.3% | Added |
| Diversified Trust Co | 37,700 | $219.4K | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 38,166 | $222.1K | 0.01% | +38,166 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 39,730 | $231.2K | 0.00% | +1,684+4.4% | Added |
| Tower Research Capital LLC (TRC) | 40,187 | $233.9K | 0.00% | +31,018+338.3% | Added |
| Visionary Wealth Advisors | 40,200 | $234.0K | 0.02% | −100−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,219 | $245.7K | 0.00% | +10,649+33.7% | Added |
| Engineers Gate Manager LP | 43,892 | $255.5K | 0.01% | −92,997−67.9% | Reduced |
| HRT Financial LP | 44,179 | $257.0K | 0.00% | −8,341−15.9% | Reduced |
| Josh Arnold Investment Consultant, LLC | 45,000 | $261.9K | 0.25% | +45,000 | New |
| Arizona State Retirement System | 49,986 | $290.9K | 0.00% | +4,434+9.7% | Added |
| State of Wyoming | 50,801 | $295.7K | 0.06% | −12,639−19.9% | Reduced |
| Captrust Financial Advisors | 51,023 | $297.0K | 0.00% | −18,680−26.8% | Reduced |
| Pathstone Holdings, LLC | 52,659 | $306.5K | 0.00% | +52,659 | New |
| Stifel Financial Corp | 54,133 | $315.1K | 0.00% | +54,133 | New |
| New York State Common Retirement Fund | 59,932 | $348.8K | 0.00% | −331−0.5% | Reduced |
| Caxton Associates LP | 59,986 | $349.1K | 0.02% | −143,230−70.5% | Reduced |
| Gotham Asset Management, LLC | 60,500 | $352.1K | 0.01% | +15,491+34.4% | Added |
| Capstone Investment Advisors, LLC | 66,621 | $387.7K | 0.01% | +66,621 | New |
| Bank of Montreal | 66,463 | $398.8K | 0.00% | +64,391+3,107.7% | Added |
| State Board of Administration of Florida Retirement System | 70,092 | $407.9K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 70,460 | $410.1K | 0.00% | +50,998+262.0% | Added |
| Manufacturers Life Insurance Company, The | 70,643 | $411.1K | 0.00% | −1,504−2.1% | Reduced |
| CenterBook Partners LP | 75,704 | $440.6K | 0.05% | +75,704 | New |
| Voya Investment Management LLC | 75,817 | $441.3K | 0.00% | +995+1.3% | Added |
| Janus Henderson Group PLC | 76,306 | $444.5K | 0.00% | −216−0.3% | Reduced |
| Nierenberg Investment Management Company, Inc. | 77,555 | $451.4K | 0.29% | +77,555 | New |
| SEI Investments Co | 79,906 | $465.0K | 0.00% | +79,906 | New |
| Franklin Resources Inc | 81,038 | $471.6K | 0.00% | +47+0.1% | Added |
| Advisory Research Inc | 81,054 | $471.7K | 0.07% | +81,054 | New |
| Lighthouse Investment Partners, LLC | 90,151 | $524.7K | 0.04% | +90,151 | New |
| American International Group, Inc. | 92,685 | $539.4K | 0.00% | −374−0.4% | Reduced |
| Verition Fund Management LLC | 92,998 | $541.2K | 0.01% | +92,998 | New |
| Susquehanna International Group, LLP | 95,500 | $555.8K | 0.00% | −65,015−40.5% | Reduced |
| MetLife Investment Management | 98,320 | $572.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 98,236 | $575.5K | 0.00% | −1,285−1.3% | Reduced |
| Aaron Wealth Advisors | 100,625 | $585.6K | 0.10% | −19,912−16.5% | Reduced |
| Jump Financial, LLC | 103,400 | $601.8K | 0.02% | +103,400 | New |
| Shell Asset Management Co | 118,037 | $687.0K | 0.03% | −36,018−23.4% | Reduced |
| Teacher Retirement System of Texas | 119,691 | $697.0K | 0.00% | +46,565+63.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 121,815 | $709.0K | 0.00% | +2,395+2.0% | Added |
| Squarepoint Ops LLC | 139,072 | $809.4K | 0.00% | +139,072 | New |
| Quadrature Capital Ltd | 141,989 | $826.4K | 0.01% | +108,571+324.9% | Added |
| Price T Rowe Associates Inc | 149,285 | $869.0K | 0.00% | −4,205−2.7% | Reduced |
| Legal & General Group Plc | 173,120 | $1.01M | 0.00% | +31,476+22.2% | Added |
| Pingora Partners LLC | 181,684 | $1.06M | 0.94% | +181,684 | New |
| Hedges Asset Management LLC | 182,000 | $1.06M | 0.83% | 00.0% | Unchanged |
| California State Teachers Retirement System | 189,898 | $1.11M | 0.00% | +7,355+4.0% | Added |
| Jane Street Group, LLC | 201,319 | $1.17M | 0.00% | +127,095+171.2% | Added |
| Qube Research & Technologies Ltd | 224,538 | $1.31M | 0.00% | +224,538 | New |