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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 58,422 | $293.9K | 0.00% | −4,407−7.0% | Reduced |
| Arizona State Retirement System | 54,368 | $273.5K | 0.00% | +1,571+3.0% | Added |
| ProShare Advisors LLC | 53,906 | $271.1K | 0.00% | +17,736+49.0% | Added |
| Great West Life Assurance Co | 53,624 | $270.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 52,749 | $265.3K | 0.00% | −163−0.3% | Reduced |
| State of Wyoming | 51,819 | $260.6K | 0.03% | +8,335+19.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,631 | $259.7K | 0.00% | +9,412+22.3% | Added |
| Militia Capital Partners, LP | 48,400 | $243.5K | 0.11% | +48,400 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 46,967 | $236.2K | 0.00% | +46,967 | New |
| Police & Firemen's Retirement System of New Jersey | 42,741 | $215.0K | 0.00% | +42,741 | New |
| STRS Ohio | 35,400 | $178.1K | 0.00% | +29,400+490.0% | Added |
| Atria Investments LLC | 34,009 | $171.1K | 0.00% | −7,460−18.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 33,864 | $170.3K | 0.03% | +1,516+4.7% | Added |
| KLP Kapitalforvaltning AS | 32,800 | $165.0K | 0.00% | +32,800 | New |
| Engineers Gate Manager LP | 30,023 | $151.0K | 0.00% | −43,261−59.0% | Reduced |
| Creative Planning | 29,994 | $150.9K | 0.00% | +1,191+4.1% | Added |
| Bridgefront Capital, LLC | 28,782 | $144.8K | 0.05% | +28,782 | New |
| Ameriprise Financial Inc | 26,872 | $135.2K | 0.00% | +26,872 | New |
| LPL Financial LLC | 26,518 | $133.4K | 0.00% | −1,341−4.8% | Reduced |
| 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 |
| Public Employees Retirement Association of Colorado | 24,391 | $123.0K | 0.00% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 22,742 | $114.4K | 0.02% | +22,742 | New |
| Optimize Financial Inc | 22,392 | $112.6K | 0.08% | +22,392 | New |
| Pictet Asset Management Holding SA | 22,281 | $112.1K | 0.00% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 20,000 | $100.6K | 0.08% | +20,000 | New |
| Captrust Financial Advisors | 19,220 | $96.7K | 0.00% | −4,530−19.1% | Reduced |
| AQR Capital Management LLC | 18,999 | $95.6K | 0.00% | −32,688−63.2% | Reduced |
| Ameritas Investment Partners, Inc. | 18,689 | $94.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,388 | $92.5K | 0.00% | +11,230+156.9% | Added |
| CIBC World Markets Corp | 17,913 | $90.1K | 0.00% | +17,913 | New |
| Prudential Financial Inc | 16,184 | $81.4K | 0.00% | −10,716−39.8% | Reduced |
| Sherbrooke Park Advisers LLC | 15,891 | $79.9K | 0.03% | +15,891 | New |
| Xponance, Inc. | 13,696 | $68.9K | 0.00% | +1,158+9.2% | Added |
| Freestone Grove Partners LP | 12,858 | $64.7K | 0.00% | +12,858 | New |
| Crestline Management, LP | 12,729 | $64.0K | 0.00% | +12,729 | New |
| Voloridge Investment Management, LLC | 11,934 | $60.0K | 0.00% | −221,318−94.9% | Reduced |
| Lazard Asset Management LLC | 9,868 | $49.0K | 0.00% | +9,707+6,029.2% | Added |
| R Squared Ltd | 6,636 | $33.4K | 0.03% | +6,636 | New |
| Amalgamated Bank | 6,407 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,350 | $31.9K | 0.00% | −7,260−53.3% | Reduced |
| Covestor Ltd | 5,633 | $28.0K | 0.02% | −2,302−29.0% | Reduced |
| Nomura Asset Management Co Ltd | 4,600 | $23.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,478 | $22.5K | 0.00% | +66+1.5% | Added |
| Nisa Investment Advisors, LLC | 2,582 | $13.0K | 0.00% | −210−7.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,116 | $10.6K | 0.00% | +1,739+461.3% | Added |
| CoreCap Advisors, LLC | 1,483 | $7.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,099 | $5.53K | 0.00% | +843+329.3% | Added |
| Raleigh Capital Management Inc. | 1,000 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 999 | $5.03K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 828 | $4.00K | 0.00% | −10−1.2% | Reduced |
| Quadrant Capital Group LLC | 626 | $3.15K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 525 | $2.64K | 0.00% | −84−13.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 500 | $2.52K | 0.00% | +100+25.0% | Added |
| Farther Finance Advisors, LLC | 461 | $2.32K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 425 | $2.14K | 0.00% | +425 | New |
| CWM, LLC | 409 | $2.00K | 0.00% | −285−41.1% | Reduced |
| Lindbrook Capital, LLC | 343 | $1.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 342 | $1.72K | 0.00% | −37−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $1.23K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 218 | $1.10K | 0.00% | +211+3,014.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 192 | $966 | 0.00% | +192 | New |
| Global Wealth Strategies & Associates | 142 | $714 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 117 | $585 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $503 | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 95 | $478 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $402 | 0.00% | −115−59.0% | Reduced |
| Amundi | 42 | $205 | 0.00% | +42 | New |
| IFP Advisors, Inc | 10 | $50 | 0.00% | +10 | New |
| Elequin Capital LP | 4 | $20 | 0.00% | +4 | New |
| Sandy Spring Bank | 1 | $6 | 0.00% | +1 | New |
| Adelante Capital Management LLC | 1,625,835 | – | – | +517,891+46.7% | Added |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −2,197,578−100.0% | Sold out |
| Vision Capital Corp | 0 | $0 | 0.00% | −1,838,440−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −861,268−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −567,331−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −528,735−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −372,504−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −259,500−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −231,502−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −214,666−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −214,021−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −172,529−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −153,608−100.0% | Sold out |
| Josh Arnold Investment Consultant, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −122,891−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −110,620−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −88,590−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −76,713−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −75,782−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −73,385−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −67,477−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −62,801−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,620−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,127−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,958−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −31,372−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −30,422−100.0% | Sold out |