Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BAXTER INTL INC · common stock · Q1 2026 · 21 members disclosed BAX ↗

13F filers reporting this class for the quarter ended 2026-03-31: 465
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.8B
holders whose share count rose or who opened the position (new + add), by shares: 195
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 90

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of BAX ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.3B	79,400,664	−5,383,261	TRIM
2	PZENA INVESTMENT MANAGEMENT LLC	$1.1B	64,527,823	−5,518,428	TRIM
3	FMR LLC	$777M	46,264,804	+11,453,034	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$563M	33,506,975	—	NO PRIOR
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$403M	23,993,355	—	NO PRIOR
6	STATE STREET CORP	$336M	19,979,957	−2,559,276	TRIM
7	Invesco Ltd.	$220M	13,121,171	+1,259,779	ADD
8	MORGAN STANLEY	$123M	7,347,972	−1,267,913	TRIM
9	First Pacific Advisors, LP	$113M	6,700,925	+6,700,925	NEW
10	EQUITY INVESTMENT CORP	$107M	6,369,994	+1,473,293	ADD
11	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$105M	6,225,060	0	NO CHANGE
12	BANK OF AMERICA CORP /DE/	$104M	6,166,133	+1,892,718	ADD
13	DIMENSIONAL FUND ADVISORS LP	$99.6M	5,931,791	+160,946	ADD
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$93.9M	5,589,554	+277,722	ADD
15	Artisan Partners Limited Partnership	$81.7M	4,861,774	+103,832	ADD
16	NORTHERN TRUST CORP	$73.0M	4,347,318	−325,912	TRIM
17	UBS Group AG	$72.6M	4,319,497	−6,346,961	TRIM
18	RWC Asset Management LLP	$51.7M	3,077,569	+3,077,569	NEW
19	VANGUARD FIDUCIARY TRUST CO	$48.7M	2,896,767	—	NO PRIOR
20	FIL Ltd	$43.5M	2,589,163	+495,648	ADD
21	EDMOND DE ROTHSCHILD HOLDING S.A.	$41.9M	2,493,164	+724,973	ADD
22	DEUTSCHE BANK AG\	$37.5M	2,229,998	−445,020	TRIM
23	RAYMOND JAMES FINANCIAL INC	$33.0M	1,965,195	+467,369	ADD
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$29.7M	1,769,495	−1,123,903	TRIM
25	MILLENNIUM MANAGEMENT LLC	$29.4M	1,747,252	+1,721,265	ADD

Show all 500 holders

13F holders of BAX ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Pale Fire Capital SE	$26.6M	1,582,743	−491,273	TRIM
27	TOCQUEVILLE ASSET MANAGEMENT L.P.	$22.9M	1,365,928	+983,748	ADD
28	Callodine Capital Management, LP	$22.1M	1,312,616	−298,550	TRIM
29	CITADEL ADVISORS LLC	$21.8M	1,298,436	+141,970	ADD
30	ENVESTNET ASSET MANAGEMENT INC	$20.9M	1,244,312	+285,211	ADD
31	Nuveen, LLC	$20.4M	1,217,214	+232,574	ADD
32	ROYAL BANK OF CANADA	$19.9M	1,182,251	+321,858	ADD
33	BANK OF MONTREAL /CAN/	$19.4M	1,152,099	−16,674	TRIM
34	Vanguard Global Advisers, LLC	$18.9M	1,125,715	—	NO PRIOR
35	Auto-Owners Insurance Co	$17.6M	1,050,000	0	NO CHANGE
36	Swiss National Bank	$17.1M	1,017,424	−323,600	TRIM
37	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$16.8M	1,001,276	+587,936	ADD
38	Legal & General Group Plc	$16.3M	968,026	−1,466,789	TRIM
39	Connor, Clark & Lunn Investment Management Ltd.	$15.3M	913,426	+292,669	ADD
40	SEI INVESTMENTS CO	$15.2M	906,916	+496,966	ADD
41	WELLS FARGO & COMPANY/MN	$15.1M	897,932	+151,661	ADD
42	BARCLAYS PLC	$14.1M	841,301	−585,209	TRIM
43	Amundi	$13.4M	797,736	−956,104	TRIM
44	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	$13.1M	778,931	+778,931	NEW
45	Arnhold LLC	$10.8M	645,267	+16,000	ADD
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$10.5M	625,803	−73,192	TRIM
47	Mitsubishi UFJ Asset Management Co., Ltd.	$10.4M	621,658	−492,144	TRIM
48	HSBC HOLDINGS PLC	$10.4M	622,865	−1,147,695	TRIM
49	ALLIANCEBERNSTEIN L.P.	$9.9M	518,083	−57,440	TRIM
50	PRINCIPAL FINANCIAL GROUP INC	$9.6M	573,422	+6,212	ADD
51	CITIGROUP INC	$9.6M	572,297	−480,934	TRIM
52	O'Keefe Stevens Advisory, Inc.	$9.5M	564,440	+564,440	NEW
53	QSM Asset Management Ltd	$9.2M	567,886	+227,186	ADD
54	AQR CAPITAL MANAGEMENT LLC	$8.7M	539,674	−63,621	TRIM
55	Great Hill Capital LLC	$8.1M	485,097	+140,461	ADD
56	VANGUARD ASSET MANAGEMENT, Ltd	$8.0M	478,003	—	NO PRIOR
57	STATE OF WISCONSIN INVESTMENT BOARD	$7.9M	471,447	+152,866	ADD
58	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.5M	444,038	−25,710	TRIM
59	JANE STREET GROUP, LLC	$6.9M	409,539	+409,539	NEW
60	Swedbank AB	$6.6M	393,432	+12,041	ADD
61	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.1M	364,108	−17,549	TRIM
62	Gotham Asset Management, LLC	$6.1M	361,688	+180,044	ADD
63	MOORE CAPITAL MANAGEMENT, LP	$6.0M	354,556	−223,193	TRIM
64	Squarepoint Ops LLC	$5.1M	303,872	−456,035	TRIM
65	OPPENHEIMER ASSET MANAGEMENT INC.	$5.1M	301,618	+301,618	NEW
66	STIFEL FINANCIAL CORP	$4.8M	284,760	+39,985	ADD
67	VICTORY CAPITAL MANAGEMENT INC	$4.7M	282,136	−72,038	TRIM
68	FIRST TRUST ADVISORS LP	$4.6M	275,347	+31,878	ADD
69	BECKER CAPITAL MANAGEMENT INC	$4.6M	271,603	−76,185	TRIM
70	PRUDENTIAL FINANCIAL INC	$4.3M	258,412	−38,348	TRIM
71	Chevy Chase Trust Holdings, LLC	$4.3M	253,794	−6,830	TRIM
72	AMG National Trust Bank	$4.2M	250,126	+76,691	ADD
73	Hillman Capital Management, Inc.	$4.2M	247,320	+35,779	ADD
74	Saba Capital Management, L.P.	$4.0M	239,395	+152,822	ADD
75	Janus Henderson Group Ltd.	$4.0M	237,683	+186,467	ADD
76	GREAT LAKES ADVISORS, LLC	$3.9M	233,388	−116,448	TRIM
77	ASSETMARK, INC	$3.9M	231,057	+43,834	ADD
78	APG Asset Management N.V.	$3.6M	247,897	−42,562	TRIM
79	CIBC Bancorp USA Inc.	$3.5M	210,635	—	NO PRIOR
80	Eurizon Capital SGR S.p.A.	$3.4M	205,308	−523,380	TRIM
81	CONTINENTAL ADVISORS LLC	$3.4M	203,627	+140,227	ADD
82	LPL Financial LLC	$3.3M	195,785	+30,611	ADD
83	Morningstar Investment Management LLC	$3.1M	187,381	−404	TRIM
84	Calamos Advisors LLC	$3.1M	182,829	0	NO CHANGE
85	NATIONAL BANK OF CANADA /FI/	$3.1M	181,680	−56,063	TRIM
86	OSAIC HOLDINGS, INC.	$3.0M	181,344	+102,741	ADD
87	State of New Jersey Common Pension Fund D	$3.0M	178,244	−7,435	TRIM
88	Brookstone Capital Management	$2.7M	163,549	+22,195	ADD
89	Man Group plc	$2.6M	156,843	+156,843	NEW
90	Walleye Trading LLC	$2.6M	153,228	−57,078	TRIM
91	MACKENZIE FINANCIAL CORP	$2.6M	153,049	−29,933	TRIM
92	Quantinno Capital Management LP	$2.5M	150,572	−26,267	TRIM
93	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.5M	146,308	+79,077	ADD
94	Arizona State Retirement System	$2.4M	141,338	+186	ADD
95	Czech National Bank	$2.4M	140,119	+4,571	ADD
96	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.3M	136,934	+136,934	NEW
97	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.3M	134,428	−5,700	TRIM
98	Tidal Investments LLC	$2.2M	133,890	+110,472	ADD
99	Vanguard Investments Australia, Ltd.	$2.2M	130,785	—	NO PRIOR
100	Brevan Howard Capital Management LP	$2.1M	123,652	+80,267	ADD
101	Tredje AP-fonden	$2.1M	122,195	+14,660	ADD
102	Atom Investors LP	$2.0M	121,151	−132,792	TRIM
103	FIFTH THIRD BANCORP	$2.0M	119,913	+76,823	ADD
104	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.0M	119,847	+275	ADD
105	Kovack Advisors, Inc.	$2.0M	119,684	+6,791	ADD
106	Pictet Asset Management Holding SA	$1.9M	114,227	−121,148	TRIM
107	CIBC Asset Management Inc	$1.9M	114,195	−402,762	TRIM
108	NewEdge Advisors, LLC	$1.9M	113,047	+113,047	NEW
109	COMMONWEALTH EQUITY SERVICES, LLC	$1.9M	112,462	−1,356	TRIM
110	GUGGENHEIM CAPITAL LLC	$1.9M	111,087	+63,213	ADD
111	Retirement Systems of Alabama	$1.8M	109,255	−101	TRIM
112	Cetera Investment Advisers	$1.8M	107,439	+6,975	ADD
113	Mirae Asset Global Investments Co., Ltd.	$1.8M	104,580	+16,772	ADD
114	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.7M	103,864	−6,088	TRIM
115	44 WEALTH MANAGEMENT LLC	$1.7M	102,548	+43,045	ADD
116	VOYA INVESTMENT MANAGEMENT LLC	$1.7M	101,428	−137	TRIM
117	GROUP ONE TRADING LLC	$1.7M	100,199	−58,454	TRIM
118	Summit Trail Advisors, LLC	$1.7M	99,905	+12,322	ADD
119	Leonteq Securities AG	$1.6M	94,340	−151,877	TRIM
120	ProShare Advisors LLC	$1.5M	90,386	−65,390	TRIM
121	TD ASSET MANAGEMENT INC	$1.5M	89,984	−61,419	TRIM
122	Creative Planning	$1.5M	89,224	−20,270	TRIM
123	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.5M	83,309	−170,215	TRIM
124	UniSuper Management Pty Ltd	$1.4M	85,959	−14,152	TRIM
125	TORONTO DOMINION BANK	$1.4M	85,524	−86,041	TRIM
126	AMERICAN CENTURY COMPANIES INC	$1.4M	84,521	−23,853	TRIM
127	Utah Retirement Systems	$1.4M	84,197	0	NO CHANGE
128	NEOS Investment Management LLC	$1.4M	83,229	+3,423	ADD
129	IMC-Chicago, LLC	$1.4M	82,088	−31,274	TRIM
130	Clear Harbor Asset Management, LLC	$1.3M	77,784	+77,784	NEW
131	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.3M	76,103	+13,840	ADD
132	Oak Thistle LLC	$1.2M	72,542	+5,259	ADD
133	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.2M	70,819	+70,819	NEW
134	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.2M	70,519	+982	ADD
135	Jain Global LLC	$1.2M	70,193	+70,193	NEW
136	US BANCORP \DE\	$1.2M	70,002	−6,145	TRIM
137	FEDERATED HERMES, INC.	$1.2M	69,772	+3,658	ADD
138	YOUSIF CAPITAL MANAGEMENT, LLC	$1.1M	68,350	−338	TRIM
139	ASR Vermogensbeheer N.V.	$1.1M	63,664	+1,112	ADD
140	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.1M	62,766	+2,934	ADD
141	Aequim Alternative Investments LP	$1.0M	60,000	0	NO CHANGE
142	AXQ CAPITAL, LP	$999K	59,445	+2,005	ADD
143	Cerity Partners LLC	$992K	59,042	−54,824	TRIM
144	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$990K	58,899	+58,899	NEW
145	Argyle Capital Management, LLC	$973K	57,904	+125	ADD
146	American Assets Investment Management, LLC	$972K	57,829	0	NO CHANGE
147	Banque Cantonale Vaudoise	$969K	57,701	+57,701	NEW
148	XPONANCE LLC	$969K	57,649	−23,482	TRIM
149	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$922K	54,881	−459	TRIM
150	MEYER HANDELMAN CO	$916K	54,552	−46,100	TRIM
151	BROWN ADVISORY INC	$903K	53,763	+6,800	ADD
152	Murphy Pohlad Asset Management LLC	$902K	53,666	+22,560	ADD
153	KESTRA PRIVATE WEALTH SERVICES, LLC	$891K	53,034	+17,026	ADD
154	SummitTX Capital, L.P.	$886K	52,737	+30,463	ADD
155	LMR Partners LLP	$863K	51,362	+51,362	NEW
156	Empowered Funds, LLC	$820K	48,805	+48,805	NEW
157	M&T BANK CORP	$804K	47,859	−1,322	TRIM
158	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$803K	48,129	−31,952	TRIM
159	INSPIRION WEALTH ADVISORS, LLC	$801K	47,659	+2,646	ADD
160	KORNITZER CAPITAL MANAGEMENT INC /KS	$798K	47,524	−3,981	TRIM
161	Pathstone Holdings, LLC	$791K	47,050	−7,727	TRIM
162	Inspire Investing, LLC	$761K	45,303	+28,216	ADD
163	Swiss Life Asset Management Ltd	$751K	44,730	−1,288	TRIM
164	Baird Financial Group, Inc.	$743K	44,246	+44,246	NEW
165	MML INVESTORS SERVICES, LLC	$739K	43,997	−17,054	TRIM
166	&PARTNERS	$736K	43,621	+12,530	ADD
167	Atria Investments, Inc	$729K	43,395	+13,299	ADD
168	BEACON INVESTMENT ADVISORS LLC	$717K	42,683	−4,140	TRIM
169	MATHER GROUP, LLC.	$709K	42,207	+42,207	NEW
170	Daiwa Securities Group Inc.	$705K	41,936	−40,887	TRIM
171	FORA Capital, LLC	$686K	40,814	+16,967	ADD
172	Sowell Financial Services LLC	$682K	40,601	−713	TRIM
173	Barbara Oil Co.	$672K	40,000	0	NO CHANGE
174	Rafferty Asset Management, LLC	$668K	39,755	−15,590	TRIM
175	FIRST MANHATTAN CO. LLC.	$660K	39,267	−7,850	TRIM
176	CREDIT AGRICOLE S A	$659K	39,217	−6,312	TRIM
177	INCEPTIONR LLC	$643K	38,260	+38,260	NEW
178	HighTower Advisors, LLC	$641K	38,175	+4,933	ADD
179	NewEdge Wealth, LLC	$628K	37,357	+5,282	ADD
180	Timelo Investment Management Inc.	$622K	37,000	−105,000	TRIM
181	Rockefeller Capital Management L.P.	$619K	36,871	−2,908	TRIM
182	Crossmark Global Holdings, Inc.	$617K	36,730	—	NO PRIOR
183	WELLINGTON MANAGEMENT GROUP LLP	$614K	36,525	−76,386	TRIM
184	Ethic Inc.	$608K	36,193	−11,348	TRIM
185	BANK OF NOVA SCOTIA	$590K	35,108	−47,957	TRIM
186	National Pension Service	$583K	34,732	+34,732	NEW
187	Federation des caisses Desjardins du Quebec	$583K	34,719	−9,974	TRIM
188	XTX Topco Ltd	$576K	34,276	−40,588	TRIM
189	Premier Path Wealth Partners, LLC	$557K	33,132	−9,249	TRIM
190	MERCER GLOBAL ADVISORS INC /ADV	$545K	32,459	−32,759	TRIM
191	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$543K	32,327	+12,006	ADD
192	MIZUHO SECURITIES USA LLC	$523K	31,103	−6,327	TRIM
193	TWO SIGMA SECURITIES, LLC	$522K	31,064	+31,064	NEW
194	Camelot Portfolios, LLC	$508K	30,253	−1,679	TRIM
195	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$508K	30,262	+30,262	NEW
196	Kestra Advisory Services, LLC	$502K	29,867	+16,516	ADD
197	FRANKLIN RESOURCES INC	$496K	29,514	−8,200	TRIM
198	Wedmont Private Capital	$492K	28,535	+28,535	NEW
199	Midwest Trust Co	$485K	28,898	−2,785	TRIM
200	Radnor Capital Management, LLC	$475K	28,288	−200	TRIM
201	Aberdeen Group plc	$455K	27,088	−338,827	TRIM
202	Lombard Odier Asset Management (Switzerland) SA	$449K	26,700	−27,300	TRIM
203	Norinchukin Bank, The	$447K	26,621	−235	TRIM
204	CACTI ASSET MANAGEMENT LLC	$445K	26,500	0	NO CHANGE
205	TRUIST FINANCIAL CORP	$439K	26,132	−4,332	TRIM
206	STEPHENS INC /AR/	$435K	25,559	+7,807	ADD
207	Ensign Peak Advisors, Inc	$430K	25,592	−30,800	TRIM
208	Corient Private Wealth LLC	$424K	31,443	−48,645	TRIM
209	Maryland State Retirement & Pension System	$424K	25,215	0	NO CHANGE
210	MGO ONE SEVEN LLC	$419K	24,926	+5,171	ADD
211	NOMURA ASSET MANAGEMENT CO LTD	$413K	24,572	−143,818	TRIM
212	Legacy Capital Wealth Partners, LLC	$405K	24,118	+8,968	ADD
213	CHOREO, LLC	$405K	24,073	+12,508	ADD
214	ADVISORTRUST PARTNERS, LLC	$391K	23,282	+8,961	ADD
215	BNP Paribas Asset Management Holding S.A.	$381K	22,651	−12,584	TRIM
216	Addison Capital Co	$380K	22,599	+2,835	ADD
217	MAIRS & POWER INC	$379K	22,543	−2,013	TRIM
218	Numerai GP LLC	$377K	22,465	+22,465	NEW
219	Sequoia Financial Advisors, LLC	$377K	22,437	−4,090	TRIM
220	Vanguard Personalized Indexing Management, LLC	$369K	21,960	−4,999	TRIM
221	Verition Fund Management LLC	$367K	21,849	−221,379	TRIM
222	Allspring Global Investments Holdings, LLC	$366K	21,810	−172,369	TRIM
223	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$363K	21,603	+21,603	NEW
224	NATIXIS	$361K	21,490	−620,382	TRIM
225	BCU Wealth Advisors, LLC	$355K	21,145	+11	ADD
226	MUFG Securities EMEA plc	$354K	21,080	0	NO CHANGE
227	MAI Capital Management	$353K	21,020	+23	ADD
228	BECK MACK & OLIVER LLC	$351K	20,879	−90	TRIM
229	BLAIR WILLIAM & CO/IL	$348K	20,718	+1,691	ADD
230	Merit Financial Group, LLC	$344K	20,451	+3,264	ADD
231	Inscription Capital, LLC	$336K	20,000	0	NO CHANGE
232	FOX RUN MANAGEMENT, L.L.C.	$330K	20,906	+20,906	NEW
233	Walleye Capital LLC	$326K	19,424	−57,951	TRIM
234	CIBC WORLD MARKET INC.	$325K	19,320	+2,054	ADD
235	E Fund Management Co., Ltd.	$323K	19,219	—	NO PRIOR
236	Asset Management One Co., Ltd.	$318K	18,923	−191,255	TRIM
237	SCHRODER INVESTMENT MANAGEMENT GROUP	$306K	18,189	−18,483	TRIM
238	Arax Advisory Partners	$304K	18,105	−33,588	TRIM
239	Vident Advisory, LLC	$299K	17,807	+17,807	NEW
240	JOHN G ULLMAN & ASSOCIATES INC	$299K	17,793	+17,793	NEW
241	Empirical Finance, LLC	$295K	17,562	−27	TRIM
242	Waverly Advisors, LLC	$289K	17,212	−1,134	TRIM
243	Allianz Asset Management GmbH	$288K	17,161	−14,470	TRIM
244	LGT Group Foundation	$288K	17,160	−52,243	TRIM
245	WHITEBOX ADVISORS LLC	$288K	17,130	+17,130	NEW
246	Apollon Wealth Management, LLC	$287K	17,107	+17,107	NEW
247	PRINCIPAL SECURITIES, INC.	$287K	17,083	+998	ADD
248	COMMERCE BANK	$285K	16,985	+1,618	ADD
249	MACQUARIE GROUP LTD	$285K	16,976	−7,085	TRIM
250	Rothschild Wealth LLC	$283K	16,850	−880	TRIM
251	Rodgers Brothers Inc.	$283K	16,833	−2,324	TRIM
252	UMB Bank, n.a.	$282K	16,806	−557	TRIM
253	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$277K	16,463	+38	ADD
254	NEW WAVE WEALTH ADVISORS LLC	$274K	16,316	+2,702	ADD
255	D.A. DAVIDSON & CO.	$274K	16,308	−3,874	TRIM
256	Moors & Cabot, Inc.	$273K	16,273	−797	TRIM
257	Kingsview Wealth Management, LLC	$272K	16,217	+5,433	ADD
258	MONETA GROUP INVESTMENT ADVISORS LLC	$271K	16,145	−2,052	TRIM
259	Bridgewater Associates, LP	$270K	16,065	−194,735	TRIM
260	BOOTHBAY FUND MANAGEMENT, LLC	$269K	16,031	−458	TRIM
261	NorthRock Partners, LLC	$262K	15,624	+21	ADD
262	Central Pacific Bank - Trust Division	$259K	15,400	−400	TRIM
263	KEYBANK NATIONAL ASSOCIATION/OH	$257K	15,316	−12,035	TRIM
264	North Dakota State Investment Board	$252K	14,975	−2,652	TRIM
265	Abacus Planning Group, Inc.	$251K	14,911	−92	TRIM
266	Sumitomo Mitsui DS Asset Management Company, Ltd	$247K	14,685	−52,435	TRIM
267	PERSONAL CFO SOLUTIONS, LLC	$246K	14,637	+112	ADD
268	Addison Advisors LLC	$245K	14,571	0	NO CHANGE
269	Gibbs Wealth Management	$244K	14,497	+14,497	NEW
270	HB Wealth Management, LLC	$243K	14,491	−428	TRIM
271	Cardinal Point Capital Management ULC	$239K	14,250	+4,000	ADD
272	GLENMEDE TRUST CO NA	$239K	14,228	−6,583	TRIM
273	AE Wealth Management LLC	$238K	14,160	+14,160	NEW
274	SECURIAN ASSET MANAGEMENT, INC	$233K	13,878	−100	TRIM
275	Brooklyn Investment Group	$232K	13,794	−1,811	TRIM
276	Steward Partners Investment Advisory, LLC	$229K	13,621	+5,197	ADD
277	Carnegie Lake Advisors LLC	$228K	13,550	0	NO CHANGE
278	PATTON FUND MANAGEMENT, INC.	$225K	13,412	+1,238	ADD
279	CULLINAN ASSOCIATES INC	$222K	13,200	0	NO CHANGE
280	Integrated Advisors Network LLC	$214K	12,744	+12,744	NEW
281	Portside Wealth Group, LLC	$211K	12,531	+12,531	NEW
282	EVERGREEN CAPITAL MANAGEMENT LLC	$210K	12,492	−97,492	TRIM
283	Investors Research Corp	$210K	12,476	+150	ADD
284	Perigon Wealth Management, LLC	$202K	12,017	+12,017	NEW
285	Krilogy Financial LLC	$201K	11,075	−733	TRIM
286	Aspen Grove Capital, LLC	$198K	11,759	0	NO CHANGE
287	Madrona Financial Services, LLC	$197K	11,715	+11,715	NEW
288	CWM, LLC	$192K	11,403	−13,483	TRIM
289	Cannell & Spears LLC	$188K	11,213	−15,537	TRIM
290	Savant Capital, LLC	$186K	11,055	+11,055	NEW
291	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$185K	11,006	−344	TRIM
292	Aptus Capital Advisors, LLC	$183K	10,916	−1,262	TRIM
293	Pinnacle Financial Partners, Inc.	$183K	10,880	−120,433	TRIM
294	Mesirow Financial Investment Management, Inc.	$182K	10,855	+455	ADD
295	VAN STRUM & TOWNE INC.	$181K	10,800	0	NO CHANGE
296	GATEWAY INVESTMENT ADVISERS LLC	$181K	10,793	+10,793	NEW
297	D. E. Shaw & Co., Inc.	$180K	10,737	−135,308	TRIM
298	Snowden Capital Advisors LLC	$180K	10,700	+10,700	NEW
299	CIDEL ASSET MANAGEMENT INC	$176K	10,480	+10,480	NEW
300	Net Worth Advisory Group	$175K	10,405	−1,318	TRIM
301	J.W. COLE ADVISORS, INC.	$175K	10,387	−405	TRIM
302	INSIGHT 2811, INC.	$173K	10,285	+10,285	NEW
303	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$166K	9,908	+6,335	ADD
304	TEMA ETFS LLC	$161K	9,576	+49	ADD
305	Transamerica Financial Advisors, LLC	$158K	9,408	+2,869	ADD
306	Caption Management, LLC	$151K	9,000	+9,000	NEW
307	Hilltop National Bank	$140K	8,350	0	NO CHANGE
308	STOREBRAND ASSET MANAGEMENT AS	$135K	8,010	—	NO PRIOR
309	AlphaCore Capital LLC	$129K	7,688	+1,139	ADD
310	Wilmington Savings Fund Society, FSB	$122K	7,288	−1	TRIM
311	Tower Research Capital LLC (TRC)	$116K	6,927	−1,225	TRIM
312	Resona Asset Management Co.,Ltd.	$112K	7,076	−150,410	TRIM
313	MCF Advisors LLC	$96.2K	5,722	—	NO PRIOR
314	SALEM INVESTMENT COUNSELORS INC	$89.1K	5,300	+5,300	NEW
315	Ameritas Investment Partners, Inc.	$81.7K	4,866	0	NO CHANGE
316	EASTERN BANK	$77.3K	4,600	0	NO CHANGE
317	Aster Capital Management (DIFC) Ltd	$74.6K	2,178	−2,769	TRIM
318	EXCHANGE TRADED CONCEPTS, LLC	$72.7K	4,330	+341	ADD
319	Larson Financial Group LLC	$65.7K	3,911	−326	TRIM
320	Deseret Mutual Benefit Administrators	$63.7K	3,793	+106	ADD
321	Cornerstone National Bank & Trust Co	$60.6K	3,612	+3	ADD
322	Siemens Fonds Invest GmbH	$58.7K	3,494	−7,002	TRIM
323	Allworth Financial LP	$55.0K	3,274	+136	ADD
324	Neo Ivy Capital Management	$54.1K	3,219	−304,232	TRIM
325	Optiver Holding B.V.	$53.5K	3,187	+1,112	ADD
326	Pflug Koory, LLC	$52.3K	3,114	−187	TRIM
327	SUMMIT SECURITIES GROUP LLC	$50.3K	2,993	−871	TRIM
328	Curat Global, LLC	$48.1K	2,864	+2,133	ADD
329	Atlantic Union Bankshares Corp	$45.6K	2,714	−386	TRIM
330	STANCE CAPITAL LLC	$45.2K	2,696	+2,696	NEW
331	NBT BANK, N.A.	$44.8K	2,667	+4	ADD
332	Quarry LP	$43.4K	2,583	−404	TRIM
333	OSSIAM	$41.0K	2,442	−21,200	TRIM
334	Hartford Financial Management Inc.	$41.0K	2,439	+520	ADD
335	CVA Family Office, LLC	$40.4K	2,406	+1,113	ADD
336	GHP Investment Advisors, Inc.	$39.4K	2,343	+1	ADD
337	BFSG, LLC	$36.9K	2,195	+2,111	ADD
338	TD Waterhouse Canada Inc.	$36.4K	2,171	+1,040	ADD
339	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$34.1K	2,030	−498	TRIM
340	HM PAYSON & CO	$34.0K	2,024	0	NO CHANGE
341	Blue Trust, Inc.	$33.2K	1,979	−555	TRIM
342	Canada Post Corp Registered Pension Plan	$31.6K	1,882	−10,000	TRIM
343	EFG International AG	$30.7K	1,830	+1,830	NEW
344	DELTA ASSET MANAGEMENT LLC/TN	$30.0K	1,784	−64,670	TRIM
345	QUADRANT CAPITAL GROUP LLC	$23.9K	1,423	−3,066	TRIM
346	FOSTER DYKEMA CABOT & PARTNERS, LLC	$23.4K	1,392	0	NO CHANGE
347	SIGNATUREFD, LLC	$22.8K	1,357	−1,039	TRIM
348	Clearstead Advisors, LLC	$22.4K	1,333	−4,847	TRIM
349	Front Street Capital Management, Inc.	$22.2K	1,324,093	+845,429	ADD
350	NATIXIS ADVISORS, LLC	$21.7K	1,289,250	+7,311	ADD
351	CHELSEA COUNSEL CO	$21.5K	1,280	0	NO CHANGE
352	Parkside Financial Bank & Trust	$20.9K	1,244	−384	TRIM
353	Cromwell Holdings LLC	$19.8K	1,175	+501	ADD
354	Bayforest Capital Ltd	$19.5K	1,160	+933	ADD
355	Lavaca Capital LLC	$16.8K	1,000	0	NO CHANGE
356	Kennebec Savings Bank	$16.8K	1,000	0	NO CHANGE
357	Caldwell Trust Co	$16.8K	1,000	0	NO CHANGE
358	JONES FINANCIAL COMPANIES LLLP	$16.3K	971	+43	ADD
359	Battery Global Advisors, LLC	$16.1K	957	0	NO CHANGE
360	Owl Creek Wealth Partners LLC	$15.3K	910	—	NO PRIOR
361	Annis Gardner Whiting Capital Advisors, LLC	$14.5K	865	−45	TRIM
362	CENTRAL TRUST Co	$13.8K	822	0	NO CHANGE
363	Prudent Man Investment Management, Inc.	$13.4K	700	0	NO CHANGE
364	State of Wyoming	$12.6K	747	−10,263	TRIM
365	New England Capital Financial Advisors LLC	$11.9K	706	0	NO CHANGE
366	Blume Capital Management, Inc.	$11.8K	700	0	NO CHANGE
367	Geneos Wealth Management Inc.	$11.5K	684	−20	TRIM
368	Cetera Trust Company, N.A	$11.3K	674	0	NO CHANGE
369	SITTNER & NELSON, LLC	$11.2K	669	0	NO CHANGE
370	Cranbrook Wealth Management, LLC	$11.1K	658	0	NO CHANGE
371	Reyes Financial Architecture, Inc.	$11.0K	653	+653	NEW
372	Parvin Asset Management, LLC	$10.4K	620	0	NO CHANGE
373	Clearstead Trust, LLC	$7.9K	468	−273	TRIM
374	Olstein Capital Management, L.P.	$7.8K	464,000	+47,000	ADD
375	MEEDER ASSET MANAGEMENT INC	$7.1K	421	+248	ADD
376	Byrne Asset Management LLC	$7.1K	420	+110	ADD
377	Pinnacle Wealth Planning Services, Inc.	$6.9K	410	−94	TRIM
378	Ritter Daniher Financial Advisory LLC / DE	$6.7K	400	0	NO CHANGE
379	Medallion Wealth Advisors, LLC	$6.5K	388	—	NO PRIOR
380	Frazier Financial Advisors, LLC	$6.4K	383	−275	TRIM
381	Pacific Center for Financial Services	$6.2K	371	0	NO CHANGE
382	South Dakota Investment Council	$6.2K	366,744	0	NO CHANGE
383	ARMSTRONG ADVISORY GROUP, INC	$6.1K	364	0	NO CHANGE
384	Rakuten Securities, Inc.	$5.8K	343	+3	ADD
385	TOMPKINS FINANCIAL CORP	$5.5K	330	+330	NEW
386	1 NORTH WEALTH SERVICES LLC	$5.1K	305	0	NO CHANGE
387	Spire Wealth Management	$5.1K	304	−805	TRIM
388	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.0K	300	−44,234	TRIM
389	POM Investment Strategies, LLC	$4.9K	293	0	NO CHANGE
390	Generali Asset Management SPA SGR	$4.9K	290	−4	TRIM
391	CDKV HOLDINGS LLC	$4.5K	270	0	NO CHANGE
392	FINANCIAL CONSULATE, INC	$4.3K	253	+223	ADD
393	Bangor Savings Bank	$4.2K	250	0	NO CHANGE
394	EVERMAY WEALTH MANAGEMENT LLC	$4.0K	240	0	NO CHANGE
395	Abound Wealth Management	$3.8K	229	0	NO CHANGE
396	WEBSTER BANK, N. A.	$3.8K	225	0	NO CHANGE
397	MV CAPITAL MANAGEMENT, INC.	$3.7K	220	−179	TRIM
398	Treasurer of the State of North Carolina	$3.7K	219,302	+4,668	ADD
399	JNBA Financial Advisors	$3.7K	219	0	NO CHANGE
400	Granite FO LLC	$3.5K	211	0	NO CHANGE
401	Salomon & Ludwin, LLC	$3.5K	212	−511	TRIM
402	Clark Wealth Partners	$3.4K	202	−21	TRIM
403	HHM Wealth Advisors, LLC	$3.4K	200	0	NO CHANGE
404	Asset Dedication, LLC	$3.3K	199	−34	TRIM
405	Financial Network Wealth Advisors LLC	$3.3K	196	—	NO PRIOR
406	Kentucky Retirement Systems	$3.1K	44,806	—	NO PRIOR
407	Triumph Capital Management	$3.0K	181	0	NO CHANGE
408	Strategic Investment Solutions, Inc. /IL	$3.0K	180	0	NO CHANGE
409	CANADA LIFE ASSURANCE Co	$2.9K	174,624	−65,388	TRIM
410	Johnson Financial Group, Inc.	$2.7K	158	−160	TRIM
411	Acumen Wealth Advisors, LLC	$2.4K	142	−41	TRIM
412	TD Capital Management LLC	$2.4K	142	0	NO CHANGE
413	J.Safra Asset Management Corp	$2.4K	141	+141	NEW
414	Private Wealth Management Group, LLC	$2.3K	135	−263	TRIM
415	Godfrey Financial Associates, Inc.	$2.3K	134	0	NO CHANGE
416	BEACON INVESTMENT ADVISORY SERVICES, INC.	$2.2K	133	+133	NEW
417	Activest Wealth Management	$2.2K	129	+62	ADD
418	DekaBank Deutsche Girozentrale	$2.1K	126,981	0	NO CHANGE
419	CONSULTIVA WEALTH MANAGEMENT, CORP.	$1.9K	116	0	NO CHANGE
420	JPL Wealth Management, LLC	$1.8K	106	+106	NEW
421	Stone House Investment Management, LLC	$1.7K	102	+102	NEW
422	TFC Financial Management, Inc.	$1.6K	96	+34	ADD
423	Kilter Group LLC	$1.6K	95	+49	ADD
424	Sunrise Financial Services, LLC	$1.5K	90	0	NO CHANGE
425	First Pacific Financial	$1.4K	84	+84	NEW
426	Smartleaf Asset Management LLC	$1.3K	81	−311	TRIM
427	CNB Bank	$1.3K	75	0	NO CHANGE
428	SouthState Bank Corp	$1.2K	70	+60	ADD
429	Portus Wealth Advisors, LLC	$1.1K	65	+65	NEW
430	JFS WEALTH ADVISORS, LLC	$1.0K	62	0	NO CHANGE
431	BARRETT & COMPANY, INC.	$874	52	0	NO CHANGE
432	State of Alaska, Department of Revenue	$861	51,267	+70	ADD
433	Caitong International Asset Management Co., Ltd	$840	50	+50	NEW
434	Kingdom Financial Group LLC.	$773	46	0	NO CHANGE
435	Destiny Wealth Partners, LLC	$756	45	+45	NEW
436	AMERIFLEX GROUP, INC.	$622	37	+37	NEW
437	Sachetta, LLC	$588	35	−85	TRIM
438	WPG Advisers, LLC	$588	35	−194	TRIM
439	Clayton Financial Group LLC	$538	32	−60	TRIM
440	Fairman Group, LLC	$504	30	0	NO CHANGE
441	Rialto Wealth Management, LLC	$488	29	−404	TRIM
442	PARK AVENUE SECURITIES LLC	$478	28,471	+4,199	ADD
443	Synergy Investment Management, LLC	$454	27	+27	NEW
444	KBC Group NV	$375	22,288	−167,214	TRIM
445	ELEVATION WEALTH PARTNERS, LLC	$336	20	−754	TRIM
446	THRIVENT FINANCIAL FOR LUTHERANS	$327	19,475	−24	TRIM
447	ALBION FINANCIAL GROUP /UT	$303	18	+18	NEW
448	Keating Financial Advisory Services, Inc.	$302	18	−24	TRIM
449	Virtu Financial LLC	$271	16,131	+16,131	NEW
450	American Capital Advisory, LLC	$269	16	+12	ADD
451	Coastline Trust Co	$252	15	0	NO CHANGE
452	STEVENS CAPITAL MANAGEMENT LP	$210	12,519	+12,519	NEW
453	Wealth Enhancement Trust Services, Inc.	$151	9	0	NO CHANGE
454	DiNuzzo Private Wealth, Inc.	$101	6	0	NO CHANGE
455	3 FACTOR INDEXING, LLC	$101	6	—	NO PRIOR
456	Quaker Wealth Management, LLC	$68	4	+4	NEW
457	Smithfield Trust Co	$50	2,976	0	NO CHANGE
458	CX Institutional	$46	2,742	−7,860	TRIM
459	Vermillion Wealth Management, Inc.	$34	2	+2	NEW
460	HAZLETT, BURT & WATSON, INC.	$24	1,500	0	NO CHANGE
461	Parallax Volatility Advisers, L.P.	$17	1	+1	NEW
462	SWAN Capital LLC	$17	1	0	NO CHANGE
463	Strategic Wealth Advisors LLC	$5	300	0	NO CHANGE
464	MONTAG A & ASSOCIATES INC	$3	0	0	NEW
465	Capital Advisors, Ltd. LLC	$2	111	−4	TRIM
466	VANGUARD GROUP INC	—	—	—	n/c
467	COMERICA BANK	—	—	—	n/c
468	CIBC WORLD MARKETS CORP	—	—	—	n/c
469	CIBC Private Wealth Group LLC	—	—	—	n/c
470	Gifford Fong Associates	—	—	—	n/c
471	Global Retirement Partners, LLC	—	—	—	n/c
472	DV EQUITIES, LLC	—	—	—	n/c
473	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
474	SageView Advisory Group, LLC	—	—	—	n/c
475	Turning Point Benefit Group, Inc.	—	—	—	n/c
476	Jefferies Financial Group Inc.	—	—	−101,603	EXIT
477	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−16,965	EXIT
478	HARBOUR INVESTMENTS, INC.	—	—	−9,641	EXIT
479	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−110	EXIT
480	HARRIS ASSOCIATES L P	—	—	−8,445,832	EXIT
481	Fisher Asset Management, LLC	—	—	−13,571	EXIT
482	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−173,362	EXIT
483	NISSAY ASSET MANAGEMENT CORP /JAPAN	—	—	−65,945	EXIT
484	PRUDENTIAL PLC	—	—	−17,750	EXIT
485	WEXFORD CAPITAL LP	—	—	−5,222	EXIT
486	INTECH INVESTMENT MANAGEMENT LLC	—	—	−20,574	EXIT
487	Towne Trust Company, N.A	—	—	−4,100	EXIT
488	AVIVA PLC	—	—	−233,716	EXIT
489	GREENWOOD CAPITAL ASSOCIATES LLC	—	—	−16,186	EXIT
490	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−464,047	EXIT
491	LAZARD ASSET MANAGEMENT LLC	—	—	−6,188,011	EXIT
492	COUNTRY TRUST BANK	—	—	−388	EXIT
493	NORDEA INVESTMENT MANAGEMENT AB	—	—	−3,102,781	EXIT
494	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	—	—	−90,915	EXIT
495	REGIONS FINANCIAL CORP	—	—	−10,983	EXIT
496	CANADA PENSION PLAN INVESTMENT BOARD	—	—	−22,710	EXIT
497	GSA CAPITAL PARTNERS LLP	—	—	−25,577	EXIT
498	NORGES BANK	—	—	−6,191,263	EXIT
499	Manchester Capital Management LLC	—	—	−87	EXIT
500	Hudson Bay Capital Management LP	—	—	−145,000	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BAX

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $6.1M held
Trimming: 2 Moore Capital Management, Bridgewater Associates $6.2M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · BAXTER INTL INC

Merged timeline of congressional filings and notable-manager moves on BAX
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+180,044 sh
2026-05-15	Moore Capital Management 13F	TRIM	−223,193 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−194,735 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.