S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

Richard Pzena’s BAX Holdings & Trades

First Buy
Q4 2014
Duration Held
20 Quarters
Largest Add
Q4 2023
+18.55 M Shares
Current Position
70.05 M Shares
$1.34 B Value

Richard Pzena's BAX Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 70.05 M shares of Baxter International Inc. (BAX) worth $1.34 B, representing 4.01% of the portfolio. First purchased in 2014-Q4, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Richard Pzena has maintained a strategic position in BAX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 18.55 M shares. Largest reduction occurred in Q3 2016, reducing 2.05 M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Baxter International (BAX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Baxter International (BAX) Trades by Richard Pzena

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +12.66 M Add 22.06% 70.05 M $19.11
Q3 2025 +18.05 M Add 45.89% 57.39 M $22.77
Q2 2025 +2.56 M Add 6.97% 39.34 M $30.28
Q1 2025 +3.13 M Add 9.32% 36.77 M $34.23
Q4 2024 +1.42 M Add 4.39% 33.64 M $29.16
Q3 2024 +1.4 M Add 4.54% 32.22 M $37.97
Q2 2024 +6.42 M Add 26.30% 30.82 M $33.45
Q1 2024 +135,250 Add 0.56% 24.41 M $42.74
Q4 2023 +18.55 M Add 324.18% 24.27 M $38.66
Q3 2023 +5.72 M New Buy 5.72 M $37.74
Q1 2017 -225,790 Sold Out 0 $0.00
Q4 2016 -835,787 Reduce 78.73% 225,790 $44.34
Q3 2016 -2.05 M Reduce 65.93% 1.06 M $47.60
Q2 2016 -968,541 Reduce 23.71% 3.12 M $45.22
Q1 2016 -652,576 Reduce 13.78% 4.08 M $41.08
Q4 2015 -126,464 Reduce 2.60% 4.74 M $38.15
Q3 2015 -167,186 Reduce 3.32% 4.86 M $32.85
Q2 2015 +2,214 Add 0.04% 5.03 M $69.93
Q1 2015 +1.08 M Add 27.49% 5.03 M $68.50
Q4 2014 +3.94 M New Buy 3.94 M $73.29

Richard Pzena's Baxter International Investment FAQs

Richard Pzena first purchased Baxter International Inc. (BAX) in Q4 2014, acquiring 3,944,140 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Baxter International Inc. (BAX) for 20 quarters since Q4 2014.

Richard Pzena's largest addition to Baxter International Inc. (BAX) was in Q4 2023, adding 24,270,170 shares worth $938.28 M.

According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 70,046,251 shares of Baxter International Inc. (BAX), valued at approximately $1.34 B.

As of the Q4 2025 filing, Baxter International Inc. (BAX) represents approximately 4.01% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.

Richard Pzena's peak holding in Baxter International Inc. (BAX) was 70,046,251 shares, as reported at the end of Q4 2025.