Baxter Ownership | Who Owns Baxter?

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Baxter Ownership Summary

Baxter is owned by 94.30% institutional investors, 0.61% insiders, and 5.08% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.46% of BAX shares. Dodge & Cox Stock I is the top mutual fund, with 6.72% of its assets in Baxter shares.

BAX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Baxter	94.30%	0.61%	5.08%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Instruments & Supplies Stocks	46.11%	12.95%	40.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	63.55M	12.46%	$1.85B
Blackrock	63.03M	12.41%	$2.11B
Vanguard group	60.76M	11.91%	$1.77B
Dodge & cox	50.38M	9.88%	$1.47B
Pzena investment management	33.64M	6.60%	$980.89M
State street	21.79M	4.27%	$638.86M
Price t rowe associates inc /md/	15.99M	3.13%	$466.13M
Bank of new york mellon	15.36M	3.01%	$447.87M
Geode capital management	12.45M	2.44%	$362.01M
Invesco	9.38M	1.84%	$273.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clark estates inc/ny	775.00K	4.37%	$22.60M
Callodine capital management, lp	642.50K	3.87%	$18.74M
Soditic asset management llp	92.45K	3.58%	$3.09M
Pzena investment management	33.64M	3.34%	$980.89M
Camber capital management lp	4.63M	3.12%	$134.87M
Platinum investment management	1.51M	2.58%	$44.00M
Shapiro capital management	2.60M	2.57%	$75.74M
Sound shore management inc /ct/	2.48M	2.39%	$72.45M
Hillman capital management	204.07K	2.21%	$5.95M
Pensioenfonds rail & ov	856.17K	2.16%	$28.89M

Top Buyers

Holder	Shares	% Assets	Change
Dodge & cox	50.38M	0.85%	5.78M
Norges bank	4.55M	0.02%	4.55M
Ubs group	4.07M	0.02%	3.14M
Equity investment	2.94M	2.01%	2.94M
Bank of new york mellon	15.36M	0.09%	2.80M

Top Sellers

Holder	Shares	% Assets	Change
Carmignac gestion	-	-	-4.68M
Ameriprise financial	7.46M	0.06%	-2.35M
Maverick capital	-	-	-2.12M
Unisphere establishment	-	-	-2.00M
Camber capital management lp	4.63M	3.12%	-1.88M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.55M	0.02%	4.55M	$132.68M
Equity investment	2.94M	2.01%	2.94M	$85.69M
Sound shore management inc /ct/	2.48M	2.39%	2.48M	$72.45M
Auto-owners insurance	1.05M	0.70%	1.05M	$30.62M
Raymond james financial	984.72K	0.01%	984.72K	$28.71M

Sold Out

Holder	Change
West branch capital	-1.00
Mendota financial group	-2.00
Ruedi wealth management	-2.00
Claris advisors, llc / mo /	-11.00
Voisard asset management group	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	809	-12.07%	480,939,743	4.17%	94	1.15%	341	-19.58%	326	4.49%
Sep 30, 2024	908	0.67%	461,447,862	1.27%	90	1.13%	419	12.94%	306	-5.56%
Jun 30, 2024	883	-8.50%	454,899,227	1.33%	89	1.15%	363	-12.74%	321	-2.13%
Mar 31, 2024	965	1.90%	448,919,705	-1.99%	88	1.08%	416	7.22%	328	-11.35%
Dec 31, 2023	947	0.85%	458,050,187	4.36%	90	1.21%	388	8.99%	370	-1.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	34.31M	6.72%	4.27M
Vanguard US Total Market Shares ETF	16.18M	3.15%	11.54K
Vanguard Total Stock Mkt Idx Inv	16.13M	3.15%	23.88K
Vanguard Institutional 500 Index Trust	14.16M	2.77%	102.48K
BlackRock Equity Dividend Instl	11.73M	2.29%	-162.32K
Vanguard Mid Cap Index Institutional	11.03M	2.16%	46.83K
T. Rowe Price Mid-Cap Value	7.39M	1.44%	1.35M
Vanguard Windsor Investor Shares	6.96M	1.36%	1.01M
Pzena Large Cap Value	6.96M	1.36%	-
Oakmark Investor	6.47M	1.27%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 01, 2024	Mason Jeanne K	EVP, Chief HR Officer	Sell	$2.62M
Mar 20, 2023	STROUCKEN ALBERT P L	-	Sell	$147.45K
Feb 21, 2023	Kunzler Jacqueline	SVP, Chief Quality Officer	Sell	$154.43K
Jan 17, 2023	Mason Jeanne K	SVP, Human Resources	Sell	$2.66M
Apr 05, 2022	STROUCKEN ALBERT P L	-	Sell	$212.51K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1

BAX Ownership FAQ

Who Owns Baxter?

Baxter shareholders are primarily institutional investors at 94.30%, followed by 0.61% insiders and 5.09% retail investors. The average institutional ownership in Baxter's industry, Medical Instruments & Supplies Stocks, is 46.11%, which Baxter exceeds.

Who owns the most shares of Baxter?

Baxter’s largest shareholders are Blackrock funding, inc. /de (63.55M shares, 12.46%), Blackrock (63.03M shares, 12.41%), and Vanguard group (60.76M shares, 11.91%). Together, they hold 36.78% of Baxter’s total shares outstanding.

Does Blackrock own Baxter?

Yes, BlackRock owns 12.41% of Baxter, totaling 63.03M shares as of Jun 2024. This represents 0.05% of BlackRock's total assets, with a market value of 2.11B$. In the last quarter, BlackRock increased its holdings by 2.07M shares, a 3.40% change.

Who is Baxter’s biggest shareholder by percentage of total assets invested?

Clark estates inc/ny is Baxter’s biggest shareholder by percentage of total assets invested, with 4.37% of its assets in 775K Baxter shares, valued at 22.6M$.

Who is the top mutual fund holder of Baxter shares?

Dodge & Cox Stock I is the top mutual fund holder of Baxter shares, with 6.72% of its total shares outstanding invested in 34.31M Baxter shares.

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