BAX Institutional Ownership
Top institutional (13F) holders of BAX and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
48
Institutional value
$9.86B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 15.8% | Aug 7, 2026 | $1.74B |
| PZENA INVESTMENT MANAGEMENT LLCinvestment advisor | 12.1% | Oct 30, 2026 | $1.5B |
| Dodge & Coxinvestment advisor | 11.3% | Aug 13, 2026 | $1.24B |
| FMR LLCinvestment advisor | 10.4% | Aug 13, 2026 | $1.15B |
| Vanguard Capital Managementinvestment advisor | 6.5% | Aug 13, 2026 | $719.64M |
| Vanguard Portfolio Managementinvestment advisor | 4.7% | Aug 13, 2026 | $512.9M |
| STATE STREET CORPORATIONholding company | 4.0% | Sep 22, 2026 | $439.4M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.7% | Nov 6, 2026 | $333.78M |
| Greenhaven Associates, Inc.investment advisor | 2.4% | Oct 26, 2026 | $297.52M |
| Invesco Ltd.holding company | 2.4% | Aug 14, 2026 | $263.56M |
| UBS Group AGbank | 1.8% | Aug 13, 2026 | $203.16M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 1.4% | Aug 14, 2026 | $152.45M |
| MORGAN STANLEYholding company | 1.2% | Aug 13, 2026 | $135.59M |
| BANK OF AMERICA CORP /DE/holding company | 1.2% | Aug 14, 2026 | $132.99M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 1.2% | Aug 14, 2026 | $127.85M |
| Dimensional Fund Advisors LPinvestment advisor | 1.0% | Nov 4, 2026 | $118.4M |
| NORTHERN TRUST CORPinvestment advisor | 0.9% | Aug 13, 2026 | $103.7M |
| MARSHALL WACE, LLPinvestment advisor | 0.9% | Aug 13, 2026 | $103.56M |
| Norges Bankother | 0.8% | Aug 12, 2026 | $88.37M |
| Bank of New York Mellon Corpholding company | 0.6% | Nov 5, 2026 | $76.17M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 0.6% | Aug 14, 2026 | $61.39M |
| JPMORGAN CHASE & COholding company | 0.5% | Aug 12, 2026 | $52.58M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | 0.4% | Aug 14, 2026 | $41.28M |
| CITIGROUP INCinvestment advisor | 0.2% | Nov 4, 2026 | $30.33M |
| CITADEL ADVISORS LLCinvestment advisor | 0.2% | Sep 1, 2026 | $27.22M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLCinvestment advisor | SC 13G/A | 12.7% | Apr 21, 2026 |
| Dodge & Coxinvestment advisor | SC 13G/A | 11.2% | Nov 13, 2025 |
| FMR LLCinvestment advisorwith Abigail P. Johnson | SC 13G/A | 10.3% | Jun 5, 2026 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.4% | Apr 29, 2026 |
| BlackRock, Inc.holding company | SC 13G/A | 6.4% | Apr 27, 2026 |
| BlackRock Portfolio Management LLCholding company | SC 13G/A | 5.9% | Oct 27, 2026 |
Institutional ownership for companies related to BAX
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.