DOSSIER · 13F Holders · Q2 2026Healthcare · Surgical & Medical Instruments & Apparatus
BAX

BAXTER INTL INC

741 institutions still hold BAXTER INTL INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 071813109·Surgical & Medical Instruments & Apparatus·741 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9.5B
visible holders
Holders
741
filers reporting
Concentration
18.39%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 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
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.7B81.8M0.03%Q2 2026
02
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$1.4B65.3M4.09%Q2 2026
03
DODGE & COX
CIK 0000200217
$1.2B58.4M0.65%Q2 2026
04
FMR LLC
CIK 0000315066
$1.1B53.9M0.05%Q2 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$720M33.8M0.02%Q2 2026
06
Vanguard Portfolio Management
CIK 0002100121· Index
$513M24.1M0.02%Q2 2026
07
STATE STREET CORP
CIK 0000093751
$439M20.6M0.01%Q2 2026
08
GREENHAVEN ASSOCIATES INC
CIK 0000846222
$305M14.3M3.52%Q2 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$301M14.1M0.02%Q2 2026
10
Invesco Ltd.
CIK 0000914208
$264M12.4M0.02%Q2 2026
11
UBS Group AG
CIK 0001610520
$203M9.5M0.03%Q2 2026
12
First Pacific Advisors, LP
CIK 0001377581
$162M7.6M2.01%Q2 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$152M7.2M0.01%Q2 2026
14
EQUITY INVESTMENT CORP
CIK 0001685771
$147M6.9M2.80%Q2 2026
15
MORGAN STANLEY
CIK 0000895421
$136M6.4M0.01%Q2 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$133M6.2M0.01%Q2 2026
17
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 0000315032
$133M6.2M0.09%Q2 2026
18
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$128M6.0M0.02%Q2 2026
19
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$120M5.6M0.02%Q2 2026
20
NORTHERN TRUST CORP
CIK 0000073124· Index
$104M4.9M0.01%Q2 2026
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Insiders at BAXTER INTL INC
Foster JulieHider Andrew P.Teaff JamesWallace Steven P.Zielinski Anita AShafer David BrentMorrison PatriciaSchlichting Nancy M