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Baker Hughes Company

BKR Energy
$64.12 $-0.49 (-0.76%)
Market Cap: $63.61 B
Gurus Holding
11
Popularity Rank
#367
% of Shares Held
0.74%
Net Activity (Q1 2026)
-$123.06 M

Guru Ownership Trend

Guru Analysis for Baker Hughes Company (BKR)

Baker Hughes Company (BKR), a key player in the Energy sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $471.99 M.

Top institutional holders include Ray Dalio and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $123.06 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 284.0%. Conversely, HOTCHKIS & WILEY reduced exposure by 99.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$224.07 M
Total Buy Value
New Buys 2
Additions 5
-$347.13 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Baker Hughes Company (BKR)

Major holders include Ray Dalio ($84.35 M), Renaissance Technologies (RenTech) ($76.83 M), Cliff Asness ($70.17 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.36 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $123.06 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited BKR. The total reported sell value was $347.13 M.

Yes, 2 managers opened new positions in BKR, and 5 increased their existing holdings. The total reported buy value was $224.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.38% Add 284.0% 1,381,645 $84.35 M Q1 2026
0.12% Add 66.2% 1,258,540 $76.83 M Q1 2026
0.03% Reduce -10.2% 1,149,330 $70.17 M Q1 2026
0.09% New Buy 1,124,692 $68.66 M Q1 2026
0.09% Add 192.6% 827,783 $50.54 M Q1 2026
0.01% Add 6.0% 711,469 $43.44 M Q1 2026
0.47% New Buy 303,675 $18.54 M Q1 2026
0.05% Add 85.0% 290,930 $17.76 M Q1 2026
0.08% Reduce -86.3% 179,676 $10.97 M Q1 2026
0.10% Reduce -1.6% 120,864 $7.38 M Q1 2026
0.00% Reduce -99.7% 12,400 $757,020 Q1 2026
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SEC Form