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Baxter International Inc.

BAX Healthcare
$24.07 $-0.11 (-0.45%)
Market Cap: $12.3 B
Gurus Holding
11
Popularity Rank
#352
% of Shares Held
14.84%
Net Activity (Q2 2026)
+$61.91 M

Guru Ownership Trend

Guru Analysis for Baxter International Inc. (BAX)

Baxter International Inc. (BAX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.85 B.

Top institutional holders include Richard Pzena and First Pacific Advisors.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $61.91 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 258.7%. Conversely, Manning & Napier Group reduced exposure by 61.0%.

Key Holders

Top 5 by Value

$1.39 B
$41.28 M
$18.38 M
$9.69 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$76.96 M
Total Buy Value
New Buys 0
Additions 6
-$15.05 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Baxter International Inc. (BAX)

Major holders include Richard Pzena ($1.39 B), First Pacific Advisors ($162.42 M), Cliff Asness ($41.28 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 76.73 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $61.91 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited BAX. The total reported sell value was $15.05 M.

Yes, 0 managers opened new positions in BAX, and 6 increased their existing holdings. The total reported buy value was $76.96 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.09% Add 1.2% 65,295,393 $1.39 B Q2 2026
2.01% Add 13.7% 7,618,145 $162.42 M Q2 2026
0.01% Add 258.7% 1,936,013 $41.28 M Q2 2026
0.04% Add 138.4% 862,123 $18.38 M Q2 2026
0.09% Add 6.3% 454,466 $9.69 M Q2 2026
3.64% Reduce -4.6% 236,032 $5.03 M Q2 2026
0.06% Reduce -45.8% 192,227 $4.1 M Q2 2026
0.03% Reduce -61.0% 96,959 $2.14 M Q2 2026
0.00% Add 8.0% 17,347 $369,838 Q2 2026
0.00% Reduce -44.4% 12,532 $267,182 Q2 2026
0.02% Reduce -2.7% 9,479 $202,092 Q2 2026
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Transaction
Value
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Position / Chg
SEC Form