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Baxter International Inc.

BAX Healthcare
$20.86 +$0.37 (1.81%)
Market Cap: $10.77 B
Gurus Holding
12
Popularity Rank
#218
% of Shares Held
14.31%
Net Activity (Q1 2026)
+$13.41 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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.54 B.

Top institutional holders include Richard Pzena and First Pacific Advisors.

Institutional sentiment is currently Bullish. This is evidenced by a $13.41 M net inflow during the quarter.

Recent activity highlights First Pacific Advisors who opened a new position. Conversely, Ray Dalio reduced exposure by 92.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$117.6 M
Total Buy Value
New Buys 1
Additions 4
-$104.19 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
5

FAQs for Baxter International Inc. (BAX)

Major holders include Richard Pzena ($1.08 B), First Pacific Advisors ($112.58 M), Cliff Asness ($8.73 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 73.92 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.41 M, with 5 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited BAX. The total reported sell value was $104.19 M.

Yes, 1 managers opened new positions in BAX, and 4 increased their existing holdings. The total reported buy value was $117.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.52% Reduce -7.9% 64,527,823 $1.08 B Q1 2026
1.58% New Buy 6,700,925 $112.58 M Q1 2026
0.00% Reduce -10.6% 539,674 $8.73 M Q1 2026
1.70% Add 11.3% 464,000 $7.8 M Q1 2026
0.07% Add 9.2% 427,368 $7.18 M Q1 2026
0.02% Add 99.1% 361,688 $6.08 M Q1 2026
0.12% Reduce -38.6% 354,556 $5.96 M Q1 2026
0.06% Reduce -22.3% 248,374 $4.17 M Q1 2026
2.89% Add 16.9% 247,320 $4.15 M Q1 2026
0.00% Reduce -8.2% 22,543 $378,722 Q1 2026
0.00% Reduce -92.4% 16,065 $269,892 Q1 2026
0.02% 9,739 $221,757 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form