$BKD

$9.53 -$0.23 (2.36%) Close

$BKD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 238.8M shares outstanding

Who owns BKD?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 48.6%

BlackRock, Inc. 9.9% · WCM Investment Management, LLC 6.1%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

290

+7 vs last qtr

Net shares bought

+14.0M

by institutions in Q2 2026

New / sold out

51 / 44

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Arrowstreet Capital, Limited Partnership +3.9M
Blue Grotto Capital, LLC NEW +2.8M

Biggest sellers in Q2 2026

Assenagon Asset Management S.A. −2.4M
Flat Footed LLC SOLD OUT −2.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$208K

1 notice from 1 person

Shares covered

20.0K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kaestner H Todd Affiliate $208K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+25.4%

+3.29% a year

Each share's claim on the business

−20.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$46.3M vs $139M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years47% 3–5 years4% 1–3 years20% Under 1 year29%

Quarterly turnover

14.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BKD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	23.6M	9.90%	+932.1K (+4.1%)	≤2021	0.0%
Shares held by quarter Peak holding33.1M (Q3'25) Change over 8 quarters+5.6M Share of the company9.900% BlackRock, Inc.'s full portfolio →
WI WCM Investment Management, LLC	14.5M	6.05%	+1.6M (+12.8%)	Q1 '26	0.4%
Shares held by quarter Peak holding14.5M (Q2'26) Change over 8 quarters+14.5M Share of the company6.050% WCM Investment Management, LLC's full portfolio →

BlackRock, Inc.

23.6M

% of company

9.90%

Change vs last qtr

+932.1K (+4.1%)

Held since

≤2021

WCM Investment Management, LLC

14.5M

% of company

6.05%

Change vs last qtr

+1.6M (+12.8%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Brookdale Senior Living Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BKD on Form N-PORT; together they hold 32.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$116M	7.2M	3.02%	0.01%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$99.1M	6.2M	2.58%	0.12%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$116M

% of company

3.02%

% of the fund

0.01%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$99.1M

% of company

2.58%

% of the fund

0.12%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Brookdale Senior Living Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BL Baier Lucinda M Insider	2.3M	0.98%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.980% Baier Lucinda M's insider activity →
WC White Chad C. Insider	562.6K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% White Chad C.'s insider activity →

Baier Lucinda M

Insider

2.3M

% of company

0.98%

Change vs last qtr

—

Held since

—

White Chad C.

Insider

562.6K

% of company

0.24%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Brookdale Senior Living Inc.

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