Baxter Ownership | Who Owns Baxter?

Overview Forecast RevenueFinancials Chart Transcripts

Baxter Ownership Summary

Baxter is owned by 89.55% institutional investors, 0.38% insiders, and 10.08% 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	89.55%	0.38%	10.08%
Sector	Healthcare Stocks	47.06%	8.01%	44.93%
Industry	Medical Instruments & Supplies Stocks	56.00%	10.80%	33.21%

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 %
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%
Jun 30, 2023	1,019	2.72%	440,044,624	-0.02%	86	1.14%	407	-5.35%	387	10.26%

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	10.06M	1.97%	-72.58K
Oakmark Investor	6.47M	1.27%	-
Fidelity 500 Index	6.27M	1.23%	-6.28K
SPDR® S&P 500® ETF Trust	6.19M	1.21%	2.11K
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 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-
2023 Q3	-	-

BAX Ownership FAQ

Who Owns Baxter?

Baxter shareholders are primarily institutional investors at 89.55%, followed by 0.38% insiders and 10.07% retail investors. The average institutional ownership in Baxter's industry, Medical Instruments & Supplies Stocks, is 56.00%, 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.

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