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 Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.21 B.
Top institutional holders include Richard Pzena and Larry Robbins.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $391.12 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 965.6%. Conversely, Manning & Napier Group reduced exposure by 11.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.22% | Add 45.9% | 57,387,040 | $1.31 B | Q3 2025 | |
| 0.38% | New Buy | 742,542 | $16.91 M | Q3 2025 | |
| 0.06% | Add 61.8% | 624,037 | $14.21 M | Q3 2025 | |
| 0.14% | New Buy | 462,566 | $10.53 M | Q3 2025 | |
| 0.12% | Reduce -11.2% | 404,514 | $9.21 M | Q3 2025 | |
| 1.57% | Add 35.7% | 365,000 | $8.31 M | Q3 2025 | |
| 0.08% | Add 79.4% | 355,950 | $8.1 M | Q3 2025 | |
| 0.00% | Add 771.3% | 287,942 | $6.43 M | Q3 2025 | |
| 3.13% | Add 32.6% | 236,603 | $5.39 M | Q3 2025 | |
| 0.02% | Add 965.6% | 180,510 | $4.11 M | Q3 2025 | |
| 0.01% | Add 4.6% | 98,401 | $2.24 M | Q3 2025 | |
| 0.01% | Reduce -5.1% | 29,821 | $679,024 | Q3 2025 | |
| 0.02% | Reduce -0.3% | 9,739 | $221,757 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Baxter International Inc. (BAX)
Major holders include Richard Pzena ($1.31 B), Larry Robbins ($16.91 M), Joel Greenblatt ($14.21 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 61.18 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $391.12 M, with 10 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BAX. The total reported sell value was $69.37 M.
Yes, 2 managers opened new positions in BAX, and 8 increased their existing holdings. The total reported buy value was $460.49 M.