Also trades as: BKDTU (OTC) · $vol 9M
BKD Institutional Ownership
Brookdale Senior Living Inc.
1W: -1.0%
1M: -12.2%
3M: -36.5%
YTD: -10.0%
1Y: +11.9%
3Y: +156.8%
5Y: +47.4%
$9.53
-0.23 (-2.36%)
After Hours: $9.66 (+0.13, +1.42%)
Weekly Expected Move ±4.8%
$9
$10
$10
$11
$11
Credit Risk of going bust: higher than 54% of companies Debt: 35.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.42 (down 96%), Brookdale Senior Living Inc. would be worth roughly what it owes.
Total debt $1.29B against a stock market value of $2.33B.
Distance to default 4.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $720.5M (short-term plus half of long-term), stock volatility 38.6%; Altman Z'' -2.22. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.42 (down 96%), Brookdale Senior Living Inc. would be worth roughly what it owes.
Total debt $1.29B against a stock market value of $2.33B.
Distance to default 4.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $720.5M (short-term plus half of long-term), stock volatility 38.6%; Altman Z'' -2.22. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BKD
334
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
52
New Positions
112
Increased
131
Reduced
38
Closed
0.88
Put/Call Ratio
Ownership Trends
Top Institutional Holders (354 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23,648,712 | $231M | +932,074 | +4.1% | 8Q | SEC ↗ |
| 2 | WCM INVESTMENT MANAGEMENT, LLC | 14,453,030 | $141M | +1,641,026 | +12.8% | 2Q | SEC ↗ |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. | 11,637,032 | $114M | — | +0.0% | 33Q | SEC ↗ |
| 4 | ANTIPODES PARTNERS Ltd | 11,091,757 | $108M | -315,057 | -2.8% | 9Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,817,723 | $106M | +426,879 | +4.1% | 2Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10,189,802 | $99M | +86,192 | +0.9% | 2Q | SEC ↗ |
| 7 | CARRONADE CAPITAL MANAGEMENT, LP | 9,878,207 | $96M | +1,291,333 | +15.0% | 8Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 9,633,343 | $94M | +802,736 | +9.1% | 11Q | SEC ↗ |
| 9 | Maple Rock Capital Partners Inc. | 8,888,148 | $87M | +731,000 | +9.0% | 5Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 6,954,249 | $68M | +509,070 | +7.9% | 82Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 6,799,140 | $66M | +638,354 | +10.4% | 3Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 5,953,464 | $58M | -1,710,100 | -22.3% | 35Q | SEC ↗ |
| 13 | STATE STREET CORP | 5,860,454 | $57M | +472,031 | +8.8% | 46Q | SEC ↗ |
| 14 | FMR LLC | 5,764,800 | $56M | +1,166,184 | +25.4% | 83Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 5,689,259 | $56M | +3,922,450 | +222.0% | 4Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 5,009,601 | $49M | -185,340 | -3.6% | 77Q | SEC ↗ |
| 17 | MILLENNIUM MANAGEMENT LLC | 4,387,767 | $43M | +1,229,494 | +38.9% | 18Q | SEC ↗ |
| 18 | D. E. Shaw & Co., Inc. | 4,239,802 | $41M | +786,585 | +22.8% | 56Q | SEC ↗ |
| 19 | Luxor Capital Group, LP | 3,685,854 | $36M | +756,362 | +25.8% | 3Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 3,685,842 | $36M | -484,689 | -11.6% | 15Q | SEC ↗ |
| 21 | MORGAN STANLEY | 3,446,212 | $34M | +951,437 | +38.1% | 60Q | SEC ↗ |
| 22 | Eversept Partners, LP | 3,396,470 | $33M | -172,085 | -4.8% | 3Q | SEC ↗ |
| 23 | Nuveen, LLC | 3,375,784 | $33M | +898,406 | +36.3% | 6Q | SEC ↗ |
| 24 | UBS Group AG | 3,326,013 | $32M | +2,479,141 | +292.7% | 47Q | SEC ↗ |
| 25 | Park West Asset Management LLC | 3,075,883 | $30M | -500,742 | -14.0% | 3Q | SEC ↗ |
| 26 | 140 Summer Partners LP | 2,941,020 | $29M | +72,020 | +2.5% | 2Q | SEC ↗ |
| 27 | DEUTSCHE BANK AG | 2,869,286 | $28M | -119,179 | -4.0% | 52Q | SEC ↗ |
| 28 | Senator Investment Group LP | 2,859,263 | $28M | +400,000 | +16.3% | 3Q | SEC ↗ |
| 29 | Blue Grotto Capital, LLC NEW | 2,809,407 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 2,779,559 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,779,559 | $27M | -119,415 | -4.1% | 15Q | SEC ↗ |
| 32 | MASON CAPITAL MANAGEMENT LLC | 2,575,826 | $25M | +342,085 | +15.3% | 4Q | SEC ↗ |
| 33 | First Eagle Investment Management, LLC | 2,300,347 | $22M | +434,763 | +23.3% | 19Q | SEC ↗ |
| 34 | NORTHERN TRUST CORP | 2,248,494 | $22M | +102,793 | +4.8% | 83Q | SEC ↗ |
| 35 | VICTORY CAPITAL MANAGEMENT INC | 2,174,743 | $21M | +188,631 | +9.5% | 32Q | SEC ↗ |
| 36 | NOMURA HOLDINGS INC | 1,999,720 | $20M | +1,980,495 | +10301.7% | 2Q | SEC ↗ |
| 37 | HIGHLAND PEAK CAPITAL, LLC | 1,895,550 | $19M | +1,112,910 | +142.2% | 3Q | SEC ↗ |
| 38 | Vision Capital Corp NEW | 1,865,324 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Apis Capital Advisors, LLC | 1,860,000 | $18M | +880,000 | +89.8% | 2Q | SEC ↗ |
| 40 | Sculptor Capital LP | 1,780,000 | $17M | — | +0.0% | 3Q | SEC ↗ |
| 41 | Wolf Hill Capital Management, LP NEW | 1,700,000 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 42 | VANGUARD FIDUCIARY TRUST CO | 1,576,033 | $15M | -48,411 | -3.0% | 2Q | SEC ↗ |
| 43 | Capricorn Fund Managers Ltd NEW | 1,570,000 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 44 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1,570,000 | $15M | +460,000 | +41.4% | 40Q | SEC ↗ |
| 45 | Hiddenite Capital Partners LP | 1,570,000 | $15M | +450,000 | +40.2% | 2Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 1,560,747 | $15M | -291,552 | -15.7% | 15Q | SEC ↗ |
| 47 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 1,430,568 | $14M | +326,516 | +29.6% | 9Q | SEC ↗ |
| 48 | LMR Partners LLP NEW | 1,370,481 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 1,320,197 | $13M | -494,822 | -27.3% | 56Q | SEC ↗ |
| 50 | LEE DANNER & BASS INC | 1,302,670 | $13M | -2,000 | -0.2% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Blue Grotto Capital, LLC | 2,809,407 | $27M |
| Sixth Street Partners Management Co | 2,779,559 | $27M |
| Vision Capital Corp | 1,865,324 | $18M |
| Wolf Hill Capital Management, LP | 1,700,000 | $17M |
| Capricorn Fund Managers Ltd | 1,570,000 | $15M |
| LMR Partners LLP | 1,370,481 | $13M |
| BEACONLIGHT CAPITAL, LLC | 364,976 | $4M |
| JUPITER ASSET MANAGEMENT LTD | 315,045 | $3M |
| Jupiter Topco LLC | 104,938 | $1M |
| Empowered Funds, LLC | 102,129 | $997K |
| Jain Global LLC | 83,630 | $816K |
| Connor, Clark & Lunn Investment Man | 69,718 | $680K |
| Diametric Capital, LP | 67,888 | $663K |
| Handelsbanken Fonder AB | 66,300 | $647K |
| LEVIN CAPITAL STRATEGIES, L.P. | 46,000 | $449K |
| GILDER GAGNON HOWE & CO LLC | 31,611 | $309K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 24,362 | $238K |
| Fulcrum Asset Management LLP | 22,904 | $224K |
| ELEVATION POINT WEALTH PARTNERS, LL | 19,746 | $193K |
| Shakespeare Wealth Management, LLC | 19,175 | $187K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Point72 Asset Management, L.P. | 2,605,097 | $25M |
| Flat Footed LLC | 2,391,526 | $23M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 1,265,973 | $12M |
| Hudson Bay Capital Management LP | 750,000 | $7M |
| HRT FINANCIAL LP | 686,216 | $7M |
| Man Group plc | 581,062 | $6M |
| Aquatic Capital Management LLC | 359,857 | $4M |
| Informed Momentum Co LLC | 276,303 | $3M |
| ARDSLEY ADVISORY PARTNERS LP | 250,000 | $2M |
| RAYMOND JAMES FINANCIAL INC | 246,321 | $2M |
| CAXTON ASSOCIATES LLP | 216,026 | $2M |
| Bellevue Group AG | 167,444 | $2M |
| Verition Fund Management LLC | 147,681 | $1M |
| Emmett Investment Management, LP | 128,000 | $1M |
| Delta Investment Management, LLC | 98,700 | $963K |
| Cinctive Capital Management LP | 88,528 | $864K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 84,804 | $828K |
| TWINBEECH CAPITAL LP | 81,700 | $797K |
| Private Advisor Group, LLC | 39,997 | $390K |
| Centiva Capital, LP | 34,069 | $333K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | +3,922,450 | +222.0% | 5,689,259 |
| UBS Group AG | +2,479,141 | +292.7% | 3,326,013 |
| NOMURA HOLDINGS INC | +1,980,495 | +10301.7% | 1,999,720 |
| WCM INVESTMENT MANAGEMENT, LLC | +1,641,026 | +12.8% | 14,453,030 |
| CARRONADE CAPITAL MANAGEMENT, LP | +1,291,333 | +15.0% | 9,878,207 |
| MILLENNIUM MANAGEMENT LLC | +1,229,494 | +38.9% | 4,387,767 |
| FMR LLC | +1,166,184 | +25.4% | 5,764,800 |
| HIGHLAND PEAK CAPITAL, LLC | +1,112,910 | +142.2% | 1,895,550 |
| MORGAN STANLEY | +951,437 | +38.1% | 3,446,212 |
| BlackRock, Inc. | +932,074 | +4.1% | 23,648,712 |
| Nuveen, LLC | +898,406 | +36.3% | 3,375,784 |
| Apis Capital Advisors, LLC | +880,000 | +89.8% | 1,860,000 |
| MACKENZIE FINANCIAL CORP | +845,481 | +2088.3% | 885,967 |
| WELLINGTON MANAGEMENT GROUP LLP | +802,736 | +9.1% | 9,633,343 |
| D. E. Shaw & Co., Inc. | +786,585 | +22.8% | 4,239,802 |
| Luxor Capital Group, LP | +756,362 | +25.8% | 3,685,854 |
| Maple Rock Capital Partners Inc. | +731,000 | +9.0% | 8,888,148 |
| TWO SIGMA INVESTMENTS, LP | +638,354 | +10.4% | 6,799,140 |
| MARSHALL WACE, LLP | +547,482 | +104.0% | 1,074,120 |
| CLOUGH CAPITAL PARTNERS L P | +527,190 | +169.9% | 837,450 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Assenagon Asset Management S.A. | -2,413,594 | -96.2% | 96,081 |
| CITADEL ADVISORS LLC | -1,990,584 | -65.8% | 1,034,020 |
| RENAISSANCE TECHNOLOGIES LLC | -1,710,100 | -22.3% | 5,953,464 |
| Qube Research & Technologies Ltd | -1,506,967 | -77.8% | 429,040 |
| TUDOR INVESTMENT CORP ET AL | -1,154,428 | -70.6% | 480,265 |
| Squarepoint Ops LLC | -1,055,263 | -89.0% | 129,796 |
| JANE STREET GROUP, LLC | -910,199 | -62.6% | 543,167 |
| Voleon Capital Management LP | -804,176 | -54.7% | 666,376 |
| WELLS FARGO & COMPANY/MN | -591,613 | -63.7% | 336,498 |
| Adelante Capital Management LLC | -522,982 | -50.9% | 504,410 |
| CANADA PENSION PLAN INVESTMENT BOAR | -516,500 | -47.9% | 560,800 |
| Park West Asset Management LLC | -500,742 | -14.0% | 3,075,883 |
| BNP PARIBAS FINANCIAL MARKETS | -494,822 | -27.3% | 1,320,197 |
| GOLDMAN SACHS GROUP INC | -484,689 | -11.6% | 3,685,842 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -471,000 | -66.3% | 239,000 |
| JPMORGAN CHASE & CO | -416,180 | -62.4% | 250,544 |
| Invesco Ltd. | -338,999 | -47.7% | 371,915 |
| ANTIPODES PARTNERS Ltd | -315,057 | -2.8% | 11,091,757 |
| BANK OF AMERICA CORP /DE | -291,552 | -15.7% | 1,560,747 |
| Engineers Gate Manager LP | -289,971 | -85.8% | 47,890 |