| 1.95% |
| 4 | ANTIPODES PARTNERS Ltd | 11.1M | $178.5M | -2.8% | 4.645% | 3.27% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.8M | $174.1M | +4.1% | 4.530% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.2M | $164.0M | +0.9% | 4.267% | 0.00% |
| 7 | CARRONADE CAPITAL MANAGEMENT, LP | 9.9M | $158.9M | +15.0% | 4.137% | 2.75% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 9.6M | $155.0M | +9.1% | 4.034% | 0.03% |
| 9 | Maple Rock Capital Partners Inc. | 8.9M | $143.0M | +9.0% | 3.722% | 2.80% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 7.0M | $111.9M | +7.9% | 2.912% | 0.01% |
| 11 | TWO SIGMA INVESTMENTS, LP | 6.8M | $109.4M | +10.4% | 2.847% | 0.08% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 6.0M | $95.8M | -22.3% | 2.493% | 0.13% |
| 13 | STATE STREET CORP | 5.9M | $94.3M | +8.8% | 2.454% | 0.00% |
| 14 | FMR LLC | 5.8M | $92.8M | +25.4% | 2.414% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.7M | $91.5M | +222.0% | 2.382% | 0.04% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 5.0M | $80.6M | -3.6% | 2.098% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 4.4M | $70.6M | +38.9% | 1.837% | 0.03% |
| 18 | D. E. Shaw & Co., Inc. | 4.2M | $68.2M | +22.8% | 1.776% | 0.03% |
| 19 | Luxor Capital Group, LP | 3.7M | $59.3M | +25.8% | 1.544% | 2.36% |
| 20 | GOLDMAN SACHS GROUP INC | 3.7M | $59.3M | -11.6% | 1.544% | 0.01% |
| 21 | MORGAN STANLEY | 3.4M | $55.4M | +38.1% | 1.443% | 0.00% |
| 22 | Eversept Partners, LP | 3.4M | $54.6M | -4.8% | 1.422% | 2.84% |
| 23 | Nuveen, LLC | 3.4M | $54.3M | +36.3% | 1.414% | 0.01% |
| 24 | UBS Group AG | 3.3M | $53.5M | +292.7% | 1.393% | 0.01% |
| 25 | Park West Asset Management LLC | 3.1M | $49.5M | -14.0% | 1.288% | 3.37% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BKD — a direct measure of their conviction.
| 95.34% |
| 8.57 pp |
| $1.37B |
| +44% |
| Q4 2024 | 172 | 12% | 103.91% | 1.39 pp | $954M | 26% |
| Q3 2024 | 196 | — | 105.30% | — | $1.30B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in BKD during Q2 2026, while 35 fully exited. 177 added to existing positions and 62 trimmed.
BKD institutional ownership rose by 6.97 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 43.4% of all reported 13F value in BKD, and the top 25 account for 68.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brookdale Senior Living Inc. (BKD) Institutional Ownership