Who owns Brookdale Senior Living (BKD)
Which tracked institutional funds hold BKD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
118 tracked funds added or opened BKD while 55 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BKD’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BKD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BKD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 280 tracked filers holding BKD, 159 increased or opened the position and 142 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BKD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- Blue Grotto Capital, LLC$45M
- Vision Capital Corp$30M
- Wolf Hill Capital Management, LP$27M
- Capricorn Fund Managers Ltd$25M
- LMR Partners LLP$22M
- BEACONLIGHT CAPITAL, LLC$6M
Full exits 17
- Flat Footed LLC$33M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$17M
- HRT FINANCIAL LP$9M
- Man Group plc$8M
- JANUS HENDERSON GROUP PLC$7M
- Aquatic Capital Management LLC$5M
Largest adds
- BlackRock, Inc.$70M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$67M
- WCM INVESTMENT MANAGEMENT, LLC$58M
- UBS Group AG$42M
- CARRONADE CAPITAL MANAGEMENT, LP$41M
- FMR LLC$35M
Largest trims
- Adelante Capital Management LLC$40M
- Assenagon Asset Management S.A.$33M
- CITADEL ADVISORS LLC$25M
- Qube Research & Technologies Ltd$20M
- TUDOR INVESTMENT CORP ET AL$15M
- Squarepoint Ops LLC$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 23,648,712 | $381M | 9.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 14,453,030 | $229M | 5.5% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 11,637,032 | $187M | 4.5% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 11,091,757 | $178M | 4.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 10,817,723 | $174M | 4.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 10,189,802 | $164M | 3.9% | 2026-Q2 |
| CARRONADE CAPITAL MANAGEMENT, LP added | 9,878,207 | $159M | 3.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,633,343 | $155M | 3.7% | 2026-Q2 |
| Maple Rock Capital Partners Inc. added | 8,888,148 | $143M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,954,249 | $112M | 2.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 6,799,140 | $109M | 2.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 5,953,464 | $96M | 2.3% | 2026-Q2 |
| STATE STREET CORP added | 5,860,454 | $94M | 2.3% | 2026-Q2 |
| FMR LLC added | 5,764,800 | $93M | 2.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 5,689,259 | $92M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,009,601 | $81M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,387,767 | $71M | 1.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 4,239,802 | $68M | 1.6% | 2026-Q2 |
| Luxor Capital Group, LP added | 3,685,854 | $59M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,685,842 | $59M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 3,446,212 | $55M | 1.3% | 2026-Q2 |
| Eversept Partners, LP trimmed | 3,396,470 | $55M | 1.3% | 2026-Q2 |
| Nuveen, LLC added | 3,375,784 | $54M | 1.3% | 2026-Q2 |
| UBS Group AG added | 3,326,013 | $54M | 1.3% | 2026-Q2 |
| Park West Asset Management LLC trimmed | 3,075,883 | $49M | 1.2% | 2026-Q2 |
| 140 Summer Partners LP added | 2,941,020 | $47M | 1.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,869,286 | $46M | 1.1% | 2026-Q2 |
| Senator Investment Group LP added | 2,859,263 | $46M | 1.1% | 2026-Q2 |
| Blue Grotto Capital, LLC new | 2,809,407 | $45M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,779,559 | $45M | 1.1% | 2026-Q2 |
| MASON CAPITAL MANAGEMENT LLC added | 2,575,826 | $41M | 1.0% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 2,300,347 | $37M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,248,494 | $36M | 0.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,174,743 | $35M | 0.8% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 1,999,720 | $32M | 0.8% | 2026-Q2 |
| HIGHLAND PEAK CAPITAL, LLC added | 1,895,550 | $30M | 0.7% | 2026-Q2 |
| Vision Capital Corp added | 1,865,324 | $30M | 0.7% | 2026-Q2 |
| Apis Capital Advisors, LLC added | 1,860,000 | $30M | 0.7% | 2026-Q2 |
| Sculptor Capital LP | 1,780,000 | $29M | 0.7% | 2026-Q2 |
| Wolf Hill Capital Management, LP new | 1,700,000 | $27M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,576,033 | $25M | 0.6% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 1,570,000 | $25M | 0.6% | 2026-Q2 |
| Hiddenite Capital Partners LP added | 1,570,000 | $25M | 0.6% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 1,570,000 | $25M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,560,747 | $25M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,430,568 | $23M | 0.6% | 2026-Q2 |
| LMR Partners LLP new | 1,370,481 | $22M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,320,197 | $21M | 0.5% | 2026-Q2 |
| LEE DANNER & BASS INC trimmed | 1,302,670 | $21M | 0.5% | 2026-Q2 |
| RBF Capital, LLC | 1,160,000 | $19M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,074,120 | $17M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,034,020 | $17M | 0.4% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 897,674 | $14M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 885,967 | $14M | 0.3% | 2026-Q2 |
| CLOUGH CAPITAL PARTNERS L P added | 837,450 | $13M | 0.3% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 815,469 | $13M | 0.3% | 2026-Q2 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. trimmed | 800,000 | $13M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 796,659 | $13M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 764,490 | $12M | 0.3% | 2026-Q2 |
| THAMES CAPITAL MANAGEMENT LLC | 757,710 | $12M | 0.3% | 2026-Q2 |
| Shay Capital LLC trimmed | 745,952 | $12M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 744,283 | $12M | 0.3% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 724,912 | $12M | 0.3% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 666,376 | $11M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 580,311 | $9M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 577,655 | $9M | 0.2% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 570,084 | $9M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 560,800 | $9M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 543,167 | $9M | 0.2% | 2026-Q2 |
| LONESTAR CAPITAL MANAGEMENT LLC trimmed | 540,000 | $9M | 0.2% | 2026-Q2 |
| Counterpoint Mutual Funds LLC added | 524,794 | $8M | 0.2% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 504,410 | $8M | 0.2% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC added | 494,826 | $8M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 480,265 | $8M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 459,502 | $7M | 0.2% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC added | 451,082 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 429,439 | $7M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 429,040 | $7M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 421,797 | $7M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 401,526 | $6M | 0.2% | 2026-Q2 |
| Caption Management, LLC added | 390,385 | $6M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 381,995 | $6M | 0.1% | 2026-Q2 |
| Anson Funds Management LP added | 377,000 | $6M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC added | 372,400 | $6M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 371,915 | $6M | 0.1% | 2026-Q2 |
| BEACONLIGHT CAPITAL, LLC new | 364,976 | $6M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 352,000 | $6M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 336,498 | $5M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 332,750 | $5M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 324,476 | $5M | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 315,045 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 299,564 | $4M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 299,464 | $5M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 288,647 | $5M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 283,199 | $5M | 0.1% | 2026-Q2 |
| CONTINENTAL ADVISORS LLC trimmed | 259,414 | $4M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 255,297 | $4M | 0.1% | 2026-Q2 |
| Nierenberg Investment Management Company, LLC | 255,110 | $4M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 250,544 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 245,190 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.