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 2024
Institutional positions in Brookdale Senior Living Inc. as of Dec 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
- 174
- −20 vs. Q3 2024
- Shares held
- 210.1M
- −1.94M (−0.9%) vs. Q3 2024
- Total value
- $1.05B
- −$390.4M (−27.1%) vs. Q3 2024
- New holders
- 23
- 62 more added
- Sold out
- 43
- 62 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Brookdale Senior Living Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Spring Bank | 1 | $6 | 0.00% | +1 | New |
| Elequin Capital LP | 4 | $20 | 0.00% | +4 | New |
| IFP Advisors, Inc | 10 | $50 | 0.00% | +10 | New |
| Amundi | 42 | $205 | 0.00% | +42 | New |
| Rothschild Investment LLC | 80 | $402 | 0.00% | −115−59.0% | Reduced |
| AllSquare Wealth Management LLC | 95 | $478 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $503 | 0.00% | +100 | New |
| Game Plan Financial Advisors, LLC | 117 | $585 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 142 | $714 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 192 | $966 | 0.00% | +192 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 218 | $1.10K | 0.00% | +211+3,014.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $1.23K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 342 | $1.72K | 0.00% | −37−9.8% | Reduced |
| Lindbrook Capital, LLC | 343 | $1.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 409 | $2.00K | 0.00% | −285−41.1% | Reduced |
| Skopos Labs, Inc. | 425 | $2.14K | 0.00% | +425 | New |
| Farther Finance Advisors, LLC | 461 | $2.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $2.52K | 0.00% | +100+25.0% | Added |
| US Bancorp | 525 | $2.64K | 0.00% | −84−13.8% | Reduced |
| Quadrant Capital Group LLC | 626 | $3.15K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 828 | $4.00K | 0.00% | −10−1.2% | Reduced |
| Fortitude Family Office, LLC | 999 | $5.03K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $5.03K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,099 | $5.53K | 0.00% | +843+329.3% | Added |
| CoreCap Advisors, LLC | 1,483 | $7.46K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,116 | $10.6K | 0.00% | +1,739+461.3% | Added |
| Nisa Investment Advisors, LLC | 2,582 | $13.0K | 0.00% | −210−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 4,478 | $22.5K | 0.00% | +66+1.5% | Added |
| Nomura Asset Management Co Ltd | 4,600 | $23.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,633 | $28.0K | 0.02% | −2,302−29.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,350 | $31.9K | 0.00% | −7,260−53.3% | Reduced |
| Amalgamated Bank | 6,407 | $32.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 6,636 | $33.4K | 0.03% | +6,636 | New |
| Lazard Asset Management LLC | 9,868 | $49.0K | 0.00% | +9,707+6,029.2% | Added |
| Voloridge Investment Management, LLC | 11,934 | $60.0K | 0.00% | −221,318−94.9% | Reduced |
| Crestline Management, LP | 12,729 | $64.0K | 0.00% | +12,729 | New |
| Freestone Grove Partners LP | 12,858 | $64.7K | 0.00% | +12,858 | New |
| Xponance, Inc. | 13,696 | $68.9K | 0.00% | +1,158+9.2% | Added |
| Sherbrooke Park Advisers LLC | 15,891 | $79.9K | 0.03% | +15,891 | New |
| Prudential Financial Inc | 16,184 | $81.4K | 0.00% | −10,716−39.8% | Reduced |
| CIBC World Markets Corp | 17,913 | $90.1K | 0.00% | +17,913 | New |
| Advisor Group Holdings, Inc. | 18,388 | $92.5K | 0.00% | +11,230+156.9% | Added |
| Ameritas Investment Partners, Inc. | 18,689 | $94.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 18,999 | $95.6K | 0.00% | −32,688−63.2% | Reduced |
| Captrust Financial Advisors | 19,220 | $96.7K | 0.00% | −4,530−19.1% | Reduced |
| Illumine Investment Management, LLC | 20,000 | $100.6K | 0.08% | +20,000 | New |
| Pictet Asset Management Holding SA | 22,281 | $112.1K | 0.00% | 00.0% | Unchanged |
| Optimize Financial Inc | 22,392 | $112.6K | 0.08% | +22,392 | New |
| Retirement Income Solutions, Inc | 22,742 | $114.4K | 0.02% | +22,742 | New |
| Public Employees Retirement Association of Colorado | 24,391 | $123.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 25,000 | $125.8K | 0.00% | −100−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,000 | $125.8K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 25,000 | $125.8K | 0.00% | +25,000 | New |
| LPL Financial LLC | 26,518 | $133.4K | 0.00% | −1,341−4.8% | Reduced |
| Ameriprise Financial Inc | 26,872 | $135.2K | 0.00% | +26,872 | New |
| Bridgefront Capital, LLC | 28,782 | $144.8K | 0.05% | +28,782 | New |
| Creative Planning | 29,994 | $150.9K | 0.00% | +1,191+4.1% | Added |
| Engineers Gate Manager LP | 30,023 | $151.0K | 0.00% | −43,261−59.0% | Reduced |
| KLP Kapitalforvaltning AS | 32,800 | $165.0K | 0.00% | +32,800 | New |
| Gallagher Fiduciary Advisors, LLC | 33,864 | $170.3K | 0.03% | +1,516+4.7% | Added |
| Atria Investments LLC | 34,009 | $171.1K | 0.00% | −7,460−18.0% | Reduced |
| STRS Ohio | 35,400 | $178.1K | 0.00% | +29,400+490.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 42,741 | $215.0K | 0.00% | +42,741 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 46,967 | $236.2K | 0.00% | +46,967 | New |
| Militia Capital Partners, LP | 48,400 | $243.5K | 0.11% | +48,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,631 | $259.7K | 0.00% | +9,412+22.3% | Added |
| State of Wyoming | 51,819 | $260.6K | 0.03% | +8,335+19.2% | Added |
| Pathstone Holdings, LLC | 52,749 | $265.3K | 0.00% | −163−0.3% | Reduced |
| Great West Life Assurance Co | 53,624 | $270.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 53,906 | $271.1K | 0.00% | +17,736+49.0% | Added |
| Arizona State Retirement System | 54,368 | $273.5K | 0.00% | +1,571+3.0% | Added |
| Voya Investment Management LLC | 58,422 | $293.9K | 0.00% | −4,407−7.0% | Reduced |
| Stifel Financial Corp | 58,915 | $296.3K | 0.00% | −6,180−9.5% | Reduced |
| SG Americas Securities, LLC | 59,703 | $300.0K | 0.00% | +16,650+38.7% | Added |
| Shell Asset Management Co | 64,221 | $323.0K | 0.01% | −126−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 70,092 | $352.6K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 71,281 | $358.5K | 0.00% | −88,438−55.4% | Reduced |
| Janus Henderson Group PLC | 75,435 | $379.8K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 76,650 | $385.6K | 0.00% | −1,895−2.4% | Reduced |
| Nebula Research & Development LLC | 87,236 | $438.8K | 0.05% | −13,931−13.8% | Reduced |
| HRT Financial LP | 93,841 | $472.0K | 0.00% | −231,473−71.2% | Reduced |
| Corebridge Financial, Inc. | 95,163 | $478.7K | 0.00% | −7,183−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 97,642 | $491.1K | 0.00% | −2,640−2.6% | Reduced |
| Aaron Wealth Advisors | 100,625 | $506.1K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 101,257 | $509.3K | 0.00% | −202,438−66.7% | Reduced |
| Susquehanna International Group, LLP | 104,228 | $524.3K | 0.00% | +82,777+385.9% | Added |
| Intech Investment Management LLC | 112,746 | $567.1K | 0.01% | +52,587+87.4% | Added |
| MetLife Investment Management | 112,878 | $567.8K | 0.00% | +1,953+1.8% | Added |
| Mackenzie Financial Corp | 118,885 | $598.0K | 0.00% | +86,021+261.7% | Added |
| Russell Investments Group, Ltd. | 121,038 | $608.8K | 0.00% | +32,663+37.0% | Added |
| HSBC Holdings PLC | 126,345 | $634.6K | 0.00% | +13,582+12.0% | Added |
| Campbell & CO Investment Adviser LLC | 128,081 | $644.2K | 0.05% | −272,447−68.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 134,060 | $674.3K | 0.00% | +2,821+2.1% | Added |
| Price T Rowe Associates Inc | 139,571 | $703.0K | 0.00% | +13,225+10.5% | Added |
| Principal Financial Group Inc | 150,025 | $754.6K | 0.00% | +13,494+9.9% | Added |
| XTX Topco Ltd | 150,404 | $756.5K | 0.06% | +75,180+99.9% | Added |
| Nierenberg Investment Management Company, Inc. | 160,110 | $805.4K | 0.47% | 00.0% | Unchanged |
| Bank of Montreal | 162,930 | $819.5K | 0.00% | +13,501+9.0% | Added |
| Citigroup Inc | 165,992 | $834.9K | 0.00% | +20,983+14.5% | Added |