BKDNYSEServices-Nursing & Personal Care FacilitiesFiscal year ends December 31
Brookdale Senior Living Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$9.86−0.23 (-2.28%)
Close on Oct 19, 2026
- Market cap
- $2.40B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
271M of 239M shares
Institutional holders
292
52 new, 39 sold out
Net institutional buying
16M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Camber Capital Management LP | 17,168,525 | 8.48% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 14,518,120 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| WCM Investment Management, LLC | 12,811,574 | 5.39% | 13G (passive) | Mar 31, 2026 |
| Marc Andersen | 12,705,596 | 5.30% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 11,961,822 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BKD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,648,712 | 9.90% | $380.51M | +932,074 | 0.01% |
| Wcm Investment Management, LLC | 14,453,030 | 6.05% | $229.23M | +1,641,026 | 0.42% |
| Deerfield Management Company, L.P. (Series C) | 11,637,032 | 4.87% | $187.24M | – | 1.95% |
| ANTIPODES PARTNERS Ltd | 11,091,757 | 4.64% | $178.47M | −315,057 | 3.27% |
| Vanguard Portfolio Management LLC | 10,817,723 | 4.53% | $174.06M | +426,879 | 0.01% |
| Vanguard Capital Management LLC | 10,189,802 | 4.27% | $163.95M | +86,192 | 0.00% |
| Carronade Capital Management, LP | 9,878,207 | 4.14% | $158.94M | +1,291,333 | 2.75% |
| Wellington Management Group Llp | 9,633,343 | 4.03% | $155.00M | +802,736 | 0.03% |
| Maple Rock Capital Partners Inc. | 8,888,148 | 3.72% | $143.01M | +731,000 | 2.80% |
| Geode Capital Management, LLC | 6,954,249 | 2.91% | $111.91M | +509,070 | 0.01% |
| Two Sigma Investments, LP | 6,799,140 | 2.85% | $109.40M | +638,354 | 0.08% |
| Renaissance Technologies LLC | 5,953,464 | 2.49% | $95.79M | −1,710,100 | 0.13% |
| State Street Corp | 5,860,454 | 2.45% | $94.29M | +472,031 | 0.00% |
| FMR LLC | 5,764,800 | 2.41% | $92.76M | +1,166,184 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 5,689,259 | 2.38% | $91.54M | +3,922,450 | 0.04% |
| Dimensional Fund Advisors LP | 5,009,601 | 2.10% | $80.60M | −185,340 | 0.01% |
| First Eagle Investment Management, LLC | 4,600,694 | 1.93% | $74.03M | +2,735,110 | 0.06% |
| Millennium Management LLC | 4,387,767 | 1.84% | $70.60M | +1,229,494 | 0.03% |
| D. E. Shaw & Co., Inc. | 4,239,802 | 1.78% | $68.22M | +786,585 | 0.03% |
| Luxor Capital Group, LP | 3,685,854 | 1.54% | $59.31M | +756,362 | 2.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 292 | 271M | 100.0% | 52 / 109 | 95 / 39 | 45M | 29M |
| Q1 2026 | 283 | 256M | 100.0% | 76 / 98 | 81 / 25 | 85M | 41M |
| Q4 2025 | 238 | 238M | 99.5% | 61 / 84 | 66 / 22 | 35M | 29M |
| Q3 2025 | 205 | 233M | 97.5% | 43 / 75 | 61 / 16 | 28M | 26M |
| Q2 2025 | 180 | 233M | 97.5% | 27 / 71 | 58 / 31 | 45M | 36M |
| Q1 2025 | 186 | 223M | 93.6% | 34 / 67 | 55 / 20 | 41M | 26M |
| Q4 2024 | 174 | 210M | 88.1% | 23 / 62 | 62 / 43 | 26M | 28M |
| Q3 2024 | 196 | 212M | 89.0% | 35 / 73 | 56 / 13 | 45M | 24M |
| Q2 2024 | 175 | 210M | 88.1% | 28 / 74 | 48 / 23 | 24M | 27M |
| Q1 2024 | 172 | 214M | 89.6% | 26 / 62 | 57 / 16 | 23M | 13M |
| Q4 2023 | 164 | 205M | 85.9% | 36 / 62 | 45 / 16 | 35M | 26M |
| Q3 2023 | 146 | 196M | 82.1% | 15 / 57 | 49 / 22 | 10M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BKD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 7,217,043 | 3.02% | $116.12M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 6,157,006 | 2.58% | $99.07M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,208,274 | 2.18% | $83.80M | 0.04% | Jun 30, 2026 |
| BlackRock Event Driven Equity Fund | 3,561,485 | 1.49% | $45.84M | 0.96% | May 29, 2026 |
| Fidelity Stock Selector Small Cap Fund | 3,086,843 | 1.29% | $45.07M | 0.61% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,000,882 | 1.26% | $48.28M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,739,057 | 1.15% | $44.07M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,619,189 | 1.10% | $38.24M | 0.11% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,241,222 | 0.94% | $36.06M | 0.25% | Jun 30, 2026 |
| JNL Multi-Manager Select Equity Fund | 2,236,770 | 0.94% | $35.99M | 2.33% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 1,970,437 | 0.83% | $28.77M | 0.99% | Jul 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 1,772,305 | 0.74% | $25.88M | 0.55% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 1,433,723 | 0.60% | $23.07M | 0.02% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,228,774 | 0.51% | $15.81M | 0.04% | May 31, 2026 |
| DWS Small Cap Core Fund | 1,200,000 | 0.50% | $19.31M | 1.66% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nikolas W. Stengle | Chief Executive Officer, Director | 271,771 | 0.11% | Feb 17, 2026 |
| Chad C. White | EVP, General Counsel & Sec'y | 562,560 | 0.24% | Mar 3, 2026 |
| Dawn L. Kussow | EVP & Chief Financial Officer | 486,476 | 0.20% | Mar 3, 2026 |
| Jaclyn C. Pritchett | EVP - Human Resources | 152,980 | 0.06% | Mar 3, 2026 |
| Mary Sue Patchett | EVP - Chief Operating Officer | 60,123 | 0.03% | Feb 17, 2026 |
| Benjamin J. Ricci | Division Vice President | 178,954 | 0.07% | Aug 21, 2025 |
| Ray Leisure | Division Vice President | 83,800 | 0.04% | Mar 3, 2025 |
| C. Christian Winkle | Director | 6,729 | 0.00% | Jul 30, 2026 |
| Jordan R. Asher | Director | 141,843 | 0.06% | May 22, 2026 |
| Joshua Hausman | Director | 19,676 | 0.01% | Feb 17, 2026 |
| Claudia Drayton | Director | 41,265 | 0.02% | Feb 17, 2026 |
| Denise Wilder Warren | Director | 364,914 | 0.15% | Feb 17, 2026 |
| Vicki L. Freed | Director | 179,526 | 0.08% | Feb 17, 2026 |
| Mark Fioravanti | Director | 23,095 | 0.01% | Feb 17, 2026 |
| Elizabeth B. Mace | Director | 41,265 | 0.02% | Feb 17, 2026 |
| Lee S. Wielansky | Director | 233,646 | 0.10% | Feb 17, 2026 |
| Frank M. Bumstead | Director | 532,506 | 0.22% | Feb 14, 2025 |
| H. Todd Kaestner | – | 367,014 | 0.15% | Oct 2, 2025 |
| George T. Hicks | – | 314,631 | 0.13% | May 22, 2025 |
| Lucinda M. Baier | – | 2,334,610 | 0.98% | Apr 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| C. Christian Winkle Director | Jul 29, 2026 | Award | +6,729 | – | – | 6,729 |
| Jordan R. Asher Director | May 22, 2026 | Gift | −7,600 | – | – | 141,843 |
| Chad C. White EVP, General Counsel & Sec'y | Mar 2, 2026 | Gift | −27,300 | – | – | 562,560 |
| Jaclyn C. Pritchett EVP - Human Resources | Mar 1, 2026 | Tax withholding | −4,042 | $15.30 | $61.84K | 152,980 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 27, 2026 | Tax withholding | −14,831 | $15.30 | $226.91K | 157,022 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 27, 2026 | Tax withholding | −44,174 | $15.30 | $675.86K | 589,860 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 27, 2026 | Tax withholding | −69,698 | $15.30 | $1.07M | 486,476 |
| Claudia Drayton Director | Feb 12, 2026 | Award | +9,810 | – | – | 41,265 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 12, 2026 | Award | +22,072 | – | – | 540,095 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 12, 2026 | Award | +93,939 | – | – | 634,034 |
| Mark Fioravanti Director | Feb 12, 2026 | Award | +7,069 | – | – | 23,095 |
| Nikolas W. Stengle Chief Executive Officer, Director | Feb 12, 2026 | Award | +114,040 | – | – | 271,771 |
| Lee S. Wielansky Director | Feb 12, 2026 | Award | +9,810 | – | – | 233,646 |
| Denise Wilder Warren Director | Feb 12, 2026 | Award | +5,080 | – | – | 364,914 |
| Elizabeth B. Mace Director | Feb 12, 2026 | Award | +9,810 | – | – | 41,265 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 12, 2026 | Award | +118,805 | – | – | 556,174 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 12, 2026 | Award | +41,692 | – | – | 437,369 |
| Jordan R. Asher Director | Feb 12, 2026 | Award | +9,810 | – | – | 149,443 |
| Mary Sue Patchett EVP - Chief Operating Officer | Feb 12, 2026 | Award | +21,286 | – | – | 60,123 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 12, 2026 | Award | +11,036 | – | – | 140,415 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 12, 2026 | Award | +31,438 | – | – | 171,853 |
| Vicki L. Freed Director | Feb 12, 2026 | Award | +9,810 | – | – | 179,526 |
| Joshua Hausman Director | Feb 12, 2026 | Award | +6,773 | – | – | 19,676 |
| Nikolas W. Stengle Chief Executive Officer, Director | Oct 6, 2025 | Award | +157,731 | – | – | 157,731 |
| H. Todd Kaestner – | Sep 30, 2025 | Tax withholding | −23,602 | $8.47 | $199.91K | 367,014 |
| H. Todd Kaestner – | Sep 30, 2025 | Returned to company | −67,166 | – | – | 299,848 |
| Benjamin J. Ricci Division Vice President | Aug 20, 2025 | Tax withholding | −199 | $7.31 | $1.45K | 178,954 |
| Joshua Hausman Director | Jul 31, 2025 | Award | +12,903 | – | – | 12,903 |
| George T. Hicks – | May 21, 2025 | Returned to company | −67,970 | – | – | 314,631 |
| Lee S. Wielansky Director | May 19, 2025 | Sale(10b5-1 plan) | −10,000 | $6.82 | $68.20K | 223,836 |
| Denise Wilder Warren Interim CEO & Chairman, Director | Apr 27, 2025 | Award | +158,730 | – | – | 359,834 |
| Mark Fioravanti Director | Apr 17, 2025 | Award | +16,026 | – | – | 16,026 |
| Lucinda M. Baier – | Apr 13, 2025 | Returned to company | −658,228 | – | – | 2,334,610 |
| Lucinda M. Baier – | Apr 13, 2025 | Tax withholding | −241,971 | $5.75 | $1.39M | 2,992,838 |
| Lee S. Wielansky Director | Mar 7, 2025 | Sale(10b5-1 plan) | −10,000 | $5.84 | $58.40K | 233,836 |
| Chad C. White EVP, General Counsel & Sec'y | Mar 6, 2025 | Gift | −25,000 | – | – | 518,023 |
| Jaclyn C. Pritchett EVP - Human Resources | Mar 1, 2025 | Tax withholding | −10,063 | $5.70 | $57.36K | 129,379 |
| H. Todd Kaestner EVP-Corp Dev & Pres-CCRCs | Feb 27, 2025 | Tax withholding | −37,538 | $5.86 | $219.97K | 390,616 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 27, 2025 | Tax withholding | −34,758 | $5.86 | $203.68K | 395,677 |
| Benjamin J. Ricci Division Vice President | Feb 27, 2025 | Tax withholding | −13,178 | $5.86 | $77.22K | 179,153 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 27, 2025 | Tax withholding | −33,327 | $5.86 | $195.30K | 543,023 |
| Lucinda M. Baier President and CEO, Director | Feb 27, 2025 | Tax withholding | −412,522 | $5.86 | $2.42M | 3,234,809 |
| George T. Hicks EVP & Treasurer | Feb 27, 2025 | Tax withholding | −15,130 | $5.86 | $88.66K | 382,601 |
| Ray Leisure Division Vice President | Feb 27, 2025 | Tax withholding | −6,858 | $5.86 | $40.19K | 83,800 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 27, 2025 | Tax withholding | −7,842 | $5.86 | $45.95K | 139,442 |
| Lucinda M. Baier President and CEO, Director | Feb 13, 2025 | Award | +470,810 | – | – | 3,647,331 |
| Ray Leisure Division Vice President | Feb 12, 2025 | Award | +38,033 | – | – | 90,658 |
| Lucinda M. Baier President and CEO, Director | Feb 12, 2025 | Award | +257,045 | – | – | 3,176,521 |
| Vicki L. Freed Director | Feb 12, 2025 | Award | +32,454 | – | – | 169,716 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 12, 2025 | Award | +24,848 | – | – | 135,716 |
| Jaclyn C. Pritchett EVP - Human Resources | Feb 12, 2025 | Award | +11,568 | – | – | 147,284 |
| Denise Wilder Warren Director | Feb 12, 2025 | Award | +32,454 | – | – | 201,104 |
| Benjamin J. Ricci Division Vice President | Feb 12, 2025 | Award | +38,033 | – | – | 187,832 |
| Benjamin J. Ricci Division Vice President | Feb 12, 2025 | Award | +4,499 | – | – | 192,331 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 12, 2025 | Award | +4,393 | – | – | 430,435 |
| Dawn L. Kussow EVP & Chief Financial Officer | Feb 12, 2025 | Award | +141,988 | – | – | 426,042 |
| Elizabeth B. Mace Director | Feb 12, 2025 | Award | +17,469 | – | – | 31,455 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 12, 2025 | Award | +72,516 | – | – | 542,933 |
| Chad C. White EVP, General Counsel & Sec'y | Feb 12, 2025 | Award | +33,417 | – | – | 576,350 |
| Lee S. Wielansky Director | Feb 12, 2025 | Award | +32,454 | – | – | 243,836 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| H. Todd Kaestner AFFILIATE | Nov 12, 2025 | 20,000 | $207.75K | Nov 12, 2025 | RESTRICTED STOCK GRANT |
| Baier Lucinda Officer | Jul 10, 2025 | 165,370 | $1.24M | Jul 10, 2025 | RSU Vesting |
| George T. Hicks Former Affiliate | Jul 10, 2025 | 25,000 | $186.38K | Jul 10, 2025 | Equity Compensation |
| Baier Lucinda Officer | Jul 9, 2025 | 128,293 | $907.03K | Jul 9, 2025 | RSU Vesting |
| Baier Lucinda Officer | Jul 7, 2025 | 151,286 | $10.29M | Jul 7, 2025 | RSU Vesting |
| Lucinda M. Baier Officer | Jul 7, 2025 | 151,286 | $1.03M | Jul 7, 2025 | RSU Vesting |
| Baier Lucinda Officer | Jun 24, 2025 | 142,926 | $976.19K | Jun 24, 2025 | RSU Vesting |
| Baier Lucinda Officer | Jun 20, 2025 | 130,039 | $884.27K | Jun 20, 2025 | RSU Vesting |
| Baier Lucinda Officer | Jun 12, 2025 | 82,011 | $567.40K | Jun 12, 2025 | RSU Vesting |
| Baier Lucinda Officer | Jun 10, 2025 | 76,261 | $544.75K | Jun 10, 2025 | RSU Vesting |
| Lucinda M. Baier Officer | Jun 6, 2025 | 26,500 | $178.48K | Jun 6, 2025 | Open Market Purchase |
| Lee S. Wielansky Director | Mar 7, 2025 | 20,000 | $108.65K | Mar 7, 2025 | Restricted Stock Units |
| Lee S. Wielansky Director | Dec 5, 2024 | 10,000 | $56.15K | Dec 5, 2024 | Restricted Stock Units |
| Bromley Marcus Director | Aug 28, 2024 | 14,135 | $104.60K | Aug 28, 2024 | open market purchase |
| Bromley Marcus Director | May 15, 2024 | 23,214 | $168.30K | May 15, 2024 | RSA Vesting |