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Baker Hughes Company

BKR Energy
$61.05 +$0.37 (0.61%)
Market Cap: $60.55 B
Gurus Holding
10
Popularity Rank
#397
% of Shares Held
0.95%
Net Activity (Q4 2025)
-$35.72 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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $575.94 M.

Top institutional holders include HOTCHKIS & WILEY and Jefferies Group.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $35.72 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, HOTCHKIS & WILEY reduced exposure by 42.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$107.78 M
Total Buy Value
New Buys 2
Additions 6
-$143.5 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
8

FAQs for Baker Hughes Company (BKR)

Major holders include HOTCHKIS & WILEY ($194.13 M), Jefferies Group ($59.89 M), Cliff Asness ($58.28 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 9.43 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $35.72 M, with 8 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BKR. The total reported sell value was $143.5 M.

Yes, 2 managers opened new positions in BKR, and 6 increased their existing holdings. The total reported buy value was $107.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.58% Reduce -42.1% 4,262,778 $194.13 M Q4 2025
0.31% New Buy 1,315,175 $59.89 M Q4 2025
0.03% Add 3.1% 1,279,732 $58.28 M Q4 2025
0.05% Add 34.2% 757,440 $34.49 M Q4 2025
0.01% Reduce -6.4% 671,028 $30.56 M Q4 2025
0.06% Add 386.3% 359,797 $16.39 M Q4 2025
0.02% New Buy 282,930 $12.88 M Q4 2025
0.15% Add 4579.7% 225,000 $10.25 M Q4 2025
0.03% Add 20.0% 157,250 $7.16 M Q4 2025
0.07% Add 4.2% 122,780 $5.66 M Q4 2025
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