Whale Analyzer
BAX Institutional Holders and 13F Ownership
Compare 8 tracked holders of BAX, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Pzena Investment Management, Dodge & Cox, Greenhaven Associates, and First Pacific Advisors.
Continue to the live BAX dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Pzena Investment Management 13F holdings | $1.50B | 62.4M | Reduced | 2026-09-30 |
| Dodge & Cox 13F holdings | $1.24B | 58.4M | Increased | 2026-06-30 |
| Greenhaven Associates 13F holdings | $297.5M | 12.4M | Reduced | 2026-09-30 |
| First Pacific Advisors 13F holdings | $162.4M | 7.6M | Increased | 2026-06-30 |
| Hillman Capital Management 13F holdings | $5.0M | 236.0K | Reduced | 2026-06-30 |
| Bridgewater Associates 13F holdings | $369.8K | 17.3K | Increased | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $267.2K | 12.5K | Reduced | 2026-06-30 |
| Tweedy Browne 13F holdings | $202.1K | 9.5K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Pzena Investment Management SEC filing (0001027796-26-000065) · report date 2026-09-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Greenhaven Associates SEC filing (0001213900-26-112422) · report date 2026-09-30
- First Pacific Advisors SEC filing (0001377581-26-000007) · report date 2026-06-30
- Hillman Capital Management SEC filing (0001398344-26-014467) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Tweedy Browne SEC filing (0001193125-26-340443) · report date 2026-06-30
Tracked-sample concentration
Reported position value for BAX is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 46.7% of aggregate reported value in this sample
- Top 5 tracked holders: 100.0% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 8 tracked holders, 5 reduced, 3 increased. Net positioning is net selling.
- Pzena Investment Management ($1.50B) (▼ 4.4% qoq shares) · modeled avg cost estimate $16.27
- Dodge & Cox ($1.24B) (▲ 2.0% qoq shares) · modeled avg cost estimate $35.37
- Greenhaven Associates ($297.5M) (▼ 13.2% qoq shares) · modeled avg cost estimate $15.03
- First Pacific Advisors ($162.4M) (▲ 13.7% qoq shares)
- Hillman Capital Management ($5.0M) (▼ 4.6% qoq shares)
- Bridgewater Associates ($369.8K) (▲ 8.0% qoq shares) · modeled avg cost estimate $2034.50
- Mairs & Power Funds ($267.2K) (▼ 44.4% qoq shares)
- Tweedy Browne ($202.1K) (▼ 2.7% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 4 covered tracked holders is $24.79 versus a current price of $25.79, so BAX trades above that estimate (+4.1%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Health Care
BAX sits within the Health Care sector alongside 253 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live BAX dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- MGA whale holders — MAGNA INTL INC
- CTSH whale holders — COGNIZANT TECHNOLOGY SOLUTIO
- HUM whale holders — HUMANA INC
- SWKS whale holders — SKYWORKS SOLUTIONS INC
- DG whale holders — DOLLAR GEN CORP
- CRBG whale holders — COREBRIDGE FINL INC
- ACN whale holders — ACCENTURE PLC IRELAND
- SSNC whale holders — SS&C TECH HLDGS
Learn more in Whale Analyzer Academy
Deepen your read on BAX with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns BAX stock?
Whale Analyzer tracks 8 public-disclosure holders of BAX with a combined reported value of $3.21B. See the holder table above for the largest tracked positions.
Which top funds are buying BAX?
Tracked holders were net selling last quarter — 5 reduced, 3 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked BAX sample?
The top five tracked holders account for 100.0% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does BAX compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 4 covered tracked holders is $24.79 versus a current price of $25.79 (+4.1%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for BAX?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive BAX dashboard to explore them, or read our 13F Alpha Signals Guide.