Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BKD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22.7M | $310.8M | -27.0% | 9.553% | 0.01% |
| 2 | WCM INVESTMENT MANAGEMENT, LLC | 12.8M | $171.7M | — | 5.388% | 0.39% |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 11.6M | $159.2M | 0.0% | 4.894% | 1.88% |
| 4 | ANTIPODES PARTNERS Ltd | 11.4M | $156.0M | -0.2% | 4.797% | 3.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | $142.1M | — | 4.370% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.1M | $138.2M | — | 4.249% | 0.00% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 8.8M | $120.8M | -13.1% | 3.714% | 0.02% |
| 8 | CARRONADE CAPITAL MANAGEMENT, LP | 8.6M | $117.5M | +16.8% | 3.611% | 7.63% |
| 9 | Maple Rock Capital Partners Inc. | 8.2M | $111.6M | -4.0% | 3.430% | 3.63% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 7.7M | $104.8M | +20.4% | 3.223% | 0.16% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 6.4M | $88.2M | +17.8% | 2.710% | 0.01% |
| 12 | TWO SIGMA INVESTMENTS, LP | 6.2M | $84.3M | +791.7% | 2.591% | 0.07% |
| 13 | STATE STREET CORP | 5.4M | $73.7M | -0.4% | 2.266% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 5.2M | $71.1M | +3.5% | 2.185% | 0.01% |
| 15 | FMR LLC | 4.6M | $62.9M | +6.2% | 1.934% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 4.2M | $57.1M | +92.8% | 1.754% | 0.01% |
| 17 | Park West Asset Management LLC | 3.6M | $48.9M | +398.8% | 1.504% | 4.58% |
| 18 | Eversept Partners, LP | 3.6M | $48.8M | +851.8% | 1.501% | 3.18% |
| 19 | Adelante Capital Management LLC | 1.0M | $47.6M | -5.6% | 0.432% | 3.26% |
| 20 | D. E. Shaw & Co., Inc. | 3.5M | $47.2M | +101.7% | 1.452% | 0.04% |
| 21 | MILLENNIUM MANAGEMENT LLC | 3.2M | $43.2M | +126.7% | 1.328% | 0.03% |
| 22 | CITADEL ADVISORS LLC | 3.1M | $42.4M | +28.9% | 1.302% | 0.02% |
| 23 | DEUTSCHE BANK AG\ | 3.0M | $40.9M | -20.3% | 1.257% | 0.01% |
| 24 | Luxor Capital Group, LP | 2.9M | $40.1M | +154.7% | 1.232% | 7.62% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $39.7M | -10.4% | 1.219% | 0.01% |
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.
Filings activity in BKD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 274 | +18% | 107.76% | +28.59 pp | $3.44B | +36% |
| Q4 2025 | 233 | +17% | 79.17% | +16.92 pp | $2.53B | +27% |
| Q3 2025 | 199 | +11% | 62.25% | +12.66 pp | $1.99B | +26% |
| Q2 2025 | 180 | 1.6% | 49.59% | +6.57 pp | $1.58B | +15% |
| Q1 2025 | 183 | +6.4% | 43.02% | +13.14 pp | $1.37B | +44% |
| Q4 2024 | 172 | 12% | 29.88% | 10.75 pp | $954M | 26% |
| Q3 2024 | 196 | +11% | 40.63% | +0.53 pp | $1.30B | +1.3% |
| Q2 2024 | 176 | — | 40.10% | — | $1.28B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BKD stock.
Based on Q1 2026 13F filings, institutional ownership of Brookdale Senior Living Inc. stands at 107.8%, held across 274 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BKD, with approximately 22,716,638 shares worth $0.31B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of BKD, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for BKD is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
79 institutions opened new positions in BKD during Q1 2026, while 38 fully exited. 152 added to existing positions and 43 trimmed.
BKD institutional ownership rose by 28.59 percentage points quarter-over-quarter, with a net change of +41 holders.
The top 10 institutions account for 44.5% of all reported 13F value in BKD, and the top 25 account for 68.8%.
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