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 2024
Institutional positions in Brookdale Senior Living Inc. as of Mar 31, 2024. 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
- 172
- +10 vs. Q4 2023
- Shares held
- 204.9M
- +7.38M (+3.7%) vs. Q4 2023
- Total value
- $1.35B
- +$204.5M (+17.8%) vs. Q4 2023
- New holders
- 26
- 61 more added
- Sold out
- 16
- 58 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 11 | $0 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 18 | $121 | 0.00% | +15+500.0% | Added |
| Rothschild Investment LLC | 20 | $132 | 0.00% | +20 | New |
| AllSquare Wealth Management LLC | 95 | $628 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $661 | 0.00% | +100 | New |
| Spire Wealth Management | 108 | $714 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 117 | $773 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 142 | $939 | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $1.32K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 281 | $1.86K | 0.00% | +36+14.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.98K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 343 | $2.27K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 357 | $2.36K | 0.00% | −48−11.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 400 | $2.64K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 626 | $4.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 999 | $6.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $6.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,483 | $9.80K | 0.00% | +1,483 | New |
| US Bancorp | 2,236 | $14.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,652 | $17.5K | 0.00% | +117+4.6% | Added |
| Nomura Asset Management Co Ltd | 4,600 | $30.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,841 | $32.0K | 0.00% | +1,278+35.9% | Added |
| Public Employees Retirement System of Ohio | 5,902 | $39.0K | 0.00% | −1,175−16.6% | Reduced |
| Amalgamated Bank | 6,407 | $42.0K | 0.00% | −11,065−63.3% | Reduced |
| Covestor Ltd | 7,669 | $51.0K | 0.03% | −10.0% | Reduced |
| FMR LLC | 8,375 | $55.4K | 0.00% | +433+5.5% | Added |
| Comerica Bank | 8,452 | $55.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,121 | $60.3K | 0.00% | −994−9.8% | Reduced |
| Brevan Howard Capital Management LP | 10,070 | $66.6K | 0.01% | −12,953−56.3% | Reduced |
| Two Sigma Securities, LLC | 10,341 | $68.4K | 0.00% | +10,341 | New |
| Xponance, Inc. | 11,360 | $75.1K | 0.00% | +134+1.2% | Added |
| Point72 (DIFC) Ltd | 11,752 | $77.7K | 0.01% | +11,752 | New |
| Occudo Quantitative Strategies LP | 11,909 | $78.7K | 0.01% | −8,327−41.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,217 | $81.6K | 0.00% | −91,598−75.2% | Reduced |
| Truist Financial Corp | 13,000 | $85.9K | 0.00% | +13,000 | New |
| Wealth Enhancement Advisory Services, LLC | 13,801 | $91.2K | 0.00% | +13,801 | New |
| Lazard Asset Management LLC | 13,966 | $92.0K | 0.00% | +2,790+25.0% | Added |
| TownSquare Capital, LLC | 15,000 | $99.2K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,360 | $121.4K | 0.03% | −356−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 18,689 | $123.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,414 | $128.3K | 0.02% | +2,317+13.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,602 | $129.6K | 0.01% | +19,602 | New |
| SG Americas Securities, LLC | 19,736 | $130.0K | 0.00% | +19,736 | New |
| LPL Financial LLC | 20,829 | $137.7K | 0.00% | −3,403−14.0% | Reduced |
| Principal Financial Group Inc | 21,455 | $141.8K | 0.00% | −2,076−8.8% | Reduced |
| Cadent Capital Advisors, LLC | 21,800 | $144.1K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 22,281 | $147.3K | 0.00% | +5,503+32.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 22,547 | $149.0K | 0.04% | +22,547 | New |
| Quadrature Capital Ltd | 23,379 | $154.7K | 0.00% | −118,610−83.5% | Reduced |
| Qube Research & Technologies Ltd | 24,148 | $159.6K | 0.00% | −200,390−89.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,000 | $165.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 25,285 | $167.1K | 0.00% | +1,998+8.6% | Added |
| Tower Research Capital LLC (TRC) | 27,172 | $179.6K | 0.00% | −13,015−32.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,503 | $182.0K | 0.02% | −74−0.3% | Reduced |
| Axq Capital, LP | 27,700 | $183.1K | 0.04% | +14,400+108.3% | Added |
| Public Employees Retirement Association of Colorado | 27,986 | $185.0K | 0.00% | −5,839−17.3% | Reduced |
| Creative Planning | 28,098 | $185.7K | 0.00% | +207+0.7% | Added |
| Versor Investments LP | 28,800 | $190.4K | 0.04% | +28,800 | New |
| Mackenzie Financial Corp | 29,274 | $193.5K | 0.00% | +5,172+21.5% | Added |
| State Board of Administration of Florida Retirement System | 70,002 | $206.5K | 0.00% | −90−0.1% | Reduced |
| Prudential Financial Inc | 31,315 | $207.0K | 0.00% | +15,786+101.7% | Added |
| ProShare Advisors LLC | 33,502 | $221.4K | 0.00% | +2,637+8.5% | Added |
| Engineers Gate Manager LP | 37,400 | $247.2K | 0.01% | −6,492−14.8% | Reduced |
| Capstone Investment Advisors, LLC | 37,656 | $248.9K | 0.00% | −28,965−43.5% | Reduced |
| Quantbot Technologies LP | 37,801 | $249.9K | 0.01% | +37,801 | New |
| Great West Life Assurance Co | 38,262 | $253.0K | 0.00% | +22,568+143.8% | Added |
| Diversified Trust Co | 39,511 | $261.2K | 0.01% | +1,811+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,219 | $279.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 43,022 | $284.4K | 0.05% | −7,779−15.3% | Reduced |
| AQR Capital Management LLC | 43,609 | $288.3K | 0.00% | +33,053+313.1% | Added |
| Citigroup Inc | 44,945 | $297.1K | 0.00% | +10,087+28.9% | Added |
| Arizona State Retirement System | 49,146 | $324.9K | 0.00% | −840−1.7% | Reduced |
| Pathstone Holdings, LLC | 52,831 | $349.2K | 0.00% | +172+0.3% | Added |
| Russell Investments Group, Ltd. | 53,616 | $354.4K | 0.00% | +53,616 | New |
| New York State Common Retirement Fund | 58,481 | $386.6K | 0.00% | −1,451−2.4% | Reduced |
| HRT Financial LP | 62,399 | $412.0K | 0.00% | +18,220+41.2% | Added |
| Voya Investment Management LLC | 62,380 | $412.3K | 0.00% | −13,437−17.7% | Reduced |
| Gotham Asset Management, LLC | 66,458 | $439.3K | 0.01% | +5,958+9.8% | Added |
| Stifel Financial Corp | 69,553 | $459.8K | 0.00% | +15,420+28.5% | Added |
| Shell Asset Management Co | 70,186 | $479.0K | 0.02% | −47,851−40.5% | Reduced |
| Janus Henderson Group PLC | 76,310 | $504.8K | 0.00% | +40.0% | Added |
| Nierenberg Investment Management Company, Inc. | 77,555 | $512.6K | 0.30% | 00.0% | Unchanged |
| LMR Partners LLP | 79,115 | $523.0K | 0.01% | +79,115 | New |
| Susquehanna International Group, LLP | 79,604 | $526.2K | 0.00% | −15,896−16.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 84,370 | $557.7K | 0.01% | +44,640+112.4% | Added |
| State of Wisconsin Investment Board | 87,915 | $581.1K | 0.00% | +17,455+24.8% | Added |
| MetLife Investment Management | 91,330 | $603.7K | 0.00% | −6,990−7.1% | Reduced |
| American International Group, Inc. | 91,896 | $607.4K | 0.00% | −789−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 94,934 | $627.5K | 0.00% | +24,291+34.4% | Added |
| Aaron Wealth Advisors | 100,625 | $665.1K | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 106,040 | $700.9K | 0.01% | +13,042+14.0% | Added |
| UBS Oconnor LLC | 109,000 | $720.5K | 0.02% | +70,834+185.6% | Added |
| HSBC Holdings PLC | 134,464 | $888.8K | 0.00% | +36,228+36.9% | Added |
| Campbell & CO Investment Adviser LLC | 136,571 | $902.7K | 0.08% | −143,459−51.2% | Reduced |
| Options Solutions, LLC | 138,493 | $915.4K | 0.52% | +138,493 | New |
| Caxton Associates LP | 141,196 | $933.3K | 0.06% | +81,210+135.4% | Added |
| JPMorgan Chase & Co | 150,833 | $997.0K | 0.00% | −380,112−71.6% | Reduced |
| Teacher Retirement System of Texas | 151,467 | $1.00M | 0.01% | +31,776+26.5% | Added |
| Price T Rowe Associates Inc | 155,822 | $1.03M | 0.00% | +6,537+4.4% | Added |
| Barclays PLC | 171,723 | $1.14M | 0.00% | −125,026−42.1% | Reduced |