Baxter Ownership | Who Owns Baxter?

Overview Forecast RevenueFinancials Chart Transcripts

Baxter Ownership Summary

Baxter is owned by 90.48% institutional investors, 0.38% insiders, and 9.14% retail investors. Blackrock is the largest institutional shareholder, holding 12.41% of BAX shares. Dodge & Cox Stock I is the top mutual fund, with 5.89% of its assets in Baxter shares.

BAX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Baxter	90.48%	0.38%	9.14%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Medical Instruments & Supplies Stocks	57.74%	11.38%	30.88%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	63.03M	12.41%	$2.11B
Vanguard group	59.96M	11.80%	$2.01B
Pzena investment management	30.82M	6.07%	$1.03B
Dodge & cox	27.52M	5.42%	$920.64M
State street	21.41M	4.21%	$722.18M
Price t rowe associates inc /md/	14.80M	2.91%	$494.93M
Geode capital management	11.99M	2.36%	$399.85M
Harris associates l p	10.33M	2.03%	$345.50M
Ameriprise financial	9.37M	1.84%	$313.37M
Invesco	7.91M	1.56%	$264.45M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Boone capital management	721.28K	6.29%	$24.13M
Camber capital management lp	5.50M	5.09%	$183.97M
Callodine capital management, lp	550.00K	4.29%	$18.40M
Pzena investment management	30.82M	3.63%	$1.03B
Soditic asset management llp	92.45K	3.58%	$3.09M
Shapiro capital management	3.29M	3.33%	$109.88M
Sector gamma as	260.00K	3.25%	$8.70M
Hillman capital management	220.58K	2.61%	$7.38M
Pensioenfonds rail & ov	856.17K	2.16%	$28.89M
Platinum investment management	1.59M	2.16%	$53.27M

Top Buyers

Holder	Shares	% Assets	Change
Pzena investment management	30.82M	3.63%	6.42M
Norges bank	6.36M	0.03%	6.36M
Lsv asset management	4.19M	0.31%	4.19M
Nordea investment management ab	6.13M	0.24%	3.66M
Bank of new york mellon	6.77M	0.04%	2.86M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	5.41M	0.01%	-6.19M
Ameriprise financial	9.37M	0.08%	-5.85M
Carmignac gestion	-	-	-4.68M
Balyasny asset management	-	-	-2.51M
Maverick capital	-	-	-2.12M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.36M	0.03%	6.36M	$212.77M
Lsv asset management	4.19M	0.31%	4.19M	$140.30M
Lmr partners llp	250.00K	0.07%	250.00K	$8.36M
Manning & napier advisors	150.00K	0.06%	150.00K	$5.02M
Corebridge financial	130.20K	0.02%	130.20K	$4.36M

Sold Out

Holder	Change
Ruedi wealth management	-2.00
Kelly financial services	-13.00
Country trust bank	-17.00
Arcadia investment management corp/mi	-17.00
Sugarloaf wealth management	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	939	-7.85%	438,910,329	-0.26%	86	1.14%	356	-12.53%	375	-3.10%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	30.04M	5.89%	11.95M
Vanguard Total Stock Mkt Idx Inv	16.12M	3.16%	-60.18K
Vanguard Institutional 500 Index Trust	13.52M	2.65%	155.79K
Vanguard Mid Cap Index Institutional	10.82M	2.12%	19.59K
BlackRock Equity Dividend Instl	10.53M	2.06%	469.75K
Oakmark Investor	6.47M	1.27%	-
Fidelity 500 Index	6.27M	1.23%	-6.28K
SPDR® S&P 500® ETF Trust	6.27M	1.23%	-34.80K
Vanguard Windsor Investor Shares	5.96M	1.17%	-
Pzena Large Cap Value	5.96M	1.17%	-

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
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

BAX Ownership FAQ

Who Owns Baxter?

Baxter shareholders are primarily institutional investors at 90.48%, followed by 0.38% insiders and 9.14% retail investors. The average institutional ownership in Baxter's industry, Medical Instruments & Supplies Stocks, is 57.74%, which Baxter exceeds.

Who owns the most shares of Baxter?

Baxter’s largest shareholders are Blackrock (63.03M shares, 12.41%), Vanguard group (59.96M shares, 11.80%), and Pzena investment management (30.82M shares, 6.07%). Together, they hold 30.28% 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?

Boone capital management is Baxter’s biggest shareholder by percentage of total assets invested, with 6.29% of its assets in 721.28K Baxter shares, valued at 24.13M$.

Who is the top mutual fund holder of Baxter shares?

Dodge & Cox Stock I is the top mutual fund holder of Baxter shares, with 5.89% of its total shares outstanding invested in 30.04M Baxter shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools