609 tracked 13F filers disclose a position in BAX as of the latest SEC 13F filings, a combined $9.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3B | 79.4M | ▼−6.3% Reduced · −5.4M sh | Q1 2026 | |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | $1.4B | 65.3M | ▲+1.2% Added · +768K sh | Q2 2026 | |
| 3 | DODGE & COX | $961.9M | 57.3M | ▲+0.4% Added · +255K sh | Q1 2026 | |
| 4 | FMR LLC | $777.2M | 46.3M | ▲+33% Added · +11.5M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $562.9M | 33.5M | →First observed position No prior filed position | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $403.1M | 24.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $439.4M | 20.6M | ▲+3.1% Added · +621K sh | Q2 2026 | |
| 8 | GREENHAVEN ASSOCIATES INC | $304.6M | 14.3M | ▼−0.1% Reduced · −22K sh | Q2 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $300.6M | 14.1M | ▲+2.6% Added · +361K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $123.4M | 7.3M | ▼−15% Reduced · −1.3M sh | Q1 2026 | |
| 11 | EQUITY INVESTMENT CORP | $146.8M | 6.9M | ▲+8.1% Added · +516K sh | Q2 2026 | |
| 12 | First Pacific Advisors, LP | $112.6M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 13 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $104.6M | 6.2M | —Held | Q1 2026 | |
| 14 | NORGES BANK | $118.3M | 6.2M | ▲+13% Added · +722K sh | Q4 2025 | |
| 15 | BANK OF AMERICA CORP /DE/ | $103.6M | 6.2M | ▲+44% Added · +1.9M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $99.6M | 5.9M | ▲+2.8% Added · +161K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $93.9M | 5.6M | ▲+5.2% Added · +278K sh | Q1 2026 | |
| 18 | Artisan Partners Limited Partnership | $81.7M | 4.9M | ▲+2.2% Added · +104K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $73.0M | 4.3M | ▼−7.0% Reduced · −326K sh | Q1 2026 | |
| 20 | UBS Group AG | $72.6M | 4.3M | ▼−60% Reduced · −6.3M sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $65.0M | 3.9M | ▲+33% Added · +965K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $57.5M | 3.4M | ▲+0.7% Added · +24K sh | Q1 2026 | |
| 23 | RWC Asset Management LLP | $71.0M | 3.3M | ▲+8.2% Added · +252K sh | Q2 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $48.7M | 2.9M | →First observed position No prior filed position | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $41.8M | 2.6M | ▲+11% Added · +252K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in BAX and 28 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 349 funds | $264.6B |
| APPLE INCAAPL | 344 funds | $291.0B |
| AMAZON.COM INCAMZN | 343 funds | $193.1B |
| NVIDIA CORPNVDA | 341 funds | $375.0B |
| ALPHABET INC-CL AGOOGL | 339 funds | $164.2B |
| ALPHABET INC-CL CGOOG | 339 funds | $127.6B |
| JPMORGAN CHASE & COJPM | 338 funds | $63.4B |
| BANK OF AMERICA CORPBAC | 338 funds | $30.7B |
| META PLATFORMS INC-CLASS AMETA | 337 funds | $112.2B |
| MERCK & CO. INC.MRK | 337 funds | $27.5B |
| JOHNSON & JOHNSONJNJ | 336 funds | $45.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 336 funds | $40.1B |
Ranked by how many of BAX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 1, 2024 | Mason Jeanne K | EVP, Chief HR Officer | Sell (S) | 64K | $2.6M |
| Mar 20, 2023 | STROUCKEN ALBERT P L | Director | Sell (S) | 4K | $147K |
| Feb 21, 2023 | Kunzler Jacqueline | SVP, Chief Quality Officer | Sell (S) | 4K | $154K |
| Jan 17, 2023 | Mason Jeanne K | SVP, Human Resources | Sell (S) | 59K | $2.7M |
| Apr 5, 2022 | HELLMAN PETER S | Director | Sell (S) | 3K | $214K |
| Apr 5, 2022 | HELLMAN PETER S | Director | Sell (S) | 1K | $91K |
| Apr 5, 2022 | STROUCKEN ALBERT P L | Director | Sell (S) | 1K | $93K |
| Apr 5, 2022 | STROUCKEN ALBERT P L | Director | Sell (S) | 3K | $213K |
| Apr 1, 2022 | FORSYTH JOHN D | Director | Sell (S) | 1K | $78K |
| Mar 1, 2022 | FORSYTH JOHN D | Director | Sell (S) | 1K | $85K |
| Feb 28, 2022 | Stevens Brian | SVP, CAO and Controller | Sell (S) | 175 | $15K |
| Feb 28, 2022 | Stevens Brian | SVP, CAO and Controller | Sell (S) | 2K | $199K |
Connected entities for BAX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BAX/capital-change-brief"
Use Arkolith's capital_change_brief for BAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.