DOSSIER · 13F Holders · Q1 2026Healthcare · Surgical & Medical Instruments & Apparatus
BAX

BAXTER INTL INC

724 institutions still hold BAXTER INTL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 071813109·Surgical & Medical Instruments & Apparatus·724 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$7.1B
visible holders
Holders
724
filers reporting
Concentration
18.68%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Baxter International's institutional ownership on this platform is dominated by a single holder: O'Keefe Stevens Advisory, Inc. controls 60.1% of BAX's $23.8 million in tracked institutional value, and it grew that position further this quarter, adding shares from 564,440 to 672,101 (+19.1%, a $4.8 million increase) — during a stretch when the data implies BAX shares rose roughly 27%. That's a case of the dominant holder buying more even as the price ran higher, not simply riding the gain. The buying wasn't isolated: Czech National Bank, the second-largest holder at 13.1% of the book, added 4.9% more shares, and GAMMA Investing nearly doubled its stake (98.3% more shares). Only one top-20 holder moved the other way — Inspirion Wealth Advisors cut its position by 29.3%. Three new holders opened positions this quarter, led by Trust Asset Management ($429,462). With 43 total holders but one name controlling 60% of tracked value, BAX's institutional story this quarter is almost entirely about one advisor's growing conviction.

Baxter International (BAX) carries $23.8 million in tracked institutional value across 43 holders as of the quarter ended June 30, 2026. That count suggests a broad base, but the value is anything but evenly distributed: O'Keefe Stevens Advisory, Inc. alone accounts for 60.1% of the entire tracked book — more than the other 42 holders combined.

Buying into a rally, not riding it

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.3B79.4M0.02%Q1 2026
02
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$1.1B64.5M3.52%Q1 2026
03
DODGE & COX
CIK 0000200217
$962M57.3M0.53%Q1 2026
04
FMR LLC
CIK 0000315066
$777M46.3M0.04%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$563M33.5M0.01%Q1 2026
06
Vanguard Portfolio Management
CIK 0002100121· Index
$403M24.0M0.02%Q1 2026
07
STATE STREET CORP
CIK 0000093751
$336M20.0M0.01%Q1 2026
08
GREENHAVEN ASSOCIATES INC
CIK 0000846222
$240M14.3M3.96%Q1 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$231M13.8M0.01%Q1 2026
10
Invesco Ltd.
CIK 0000914208
$220M13.1M0.02%Q1 2026
11
MORGAN STANLEY
CIK 0000895421
$123M7.3M0.01%Q1 2026
12
First Pacific Advisors, LP
CIK 0001377581
$113M6.7M1.58%Q1 2026
13
EQUITY INVESTMENT CORP
CIK 0001685771
$107M6.4M2.10%Q1 2026
14
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 0000315032
$105M6.2M0.08%Q1 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$104M6.2M0.01%Q1 2026
16
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$100M5.9M0.02%Q1 2026
17
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$94M5.6M0.01%Q1 2026
18
Camber Capital Management LP
CIK 0001444043
$86M2.9M8.10%Q2 2025
19
Artisan Partners Limited Partnership
CIK 0001466153
$82M4.9M0.13%Q1 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$78M4.6M0.01%Q1 2026
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Insiders at BAXTER INTL INC
Teaff JamesWallace Steven P.Zielinski Anita AShafer David BrentMorrison PatriciaSchlichting Nancy MWendell Amy McbrideWilkes David S.