Who holds BAXticker 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 · COM · quarter ended 2026-03-31 · 21 members disclosed BAX ↗

465

holders13F filers reporting this class for the quarter ended 2026-03-31

$6.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

195

addsholders whose share count rose or who opened the position (new + add), by shares

100

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BAX ranked by reported value
#	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
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	Jefferies Financial Group Inc.	—	—	−101,603	exit
467	VANGUARD GROUP INC	—	—	−62,635,136	exit
468	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−16,965	exit
469	HARBOUR INVESTMENTS, INC.	—	—	−9,641	exit
470	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−110	exit
471	HARRIS ASSOCIATES L P	—	—	−8,445,832	exit
472	Fisher Asset Management, LLC	—	—	−13,571	exit
473	ROYAL LONDON ASSET MANAGEMENT LTD	—	—	−173,362	exit
474	NISSAY ASSET MANAGEMENT CORP /JAPAN	—	—	−65,945	exit
475	PRUDENTIAL PLC	—	—	−17,750	exit
476	COMERICA BANK	—	—	−85,080	exit
477	WEXFORD CAPITAL LP	—	—	−5,222	exit
478	CIBC WORLD MARKETS CORP	—	—	−71,494	exit
479	INTECH INVESTMENT MANAGEMENT LLC	—	—	−20,574	exit
480	Towne Trust Company, N.A	—	—	−4,100	exit
481	AVIVA PLC	—	—	−233,716	exit
482	GREENWOOD CAPITAL ASSOCIATES LLC	—	—	−16,186	exit
483	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−464,047	exit
484	LAZARD ASSET MANAGEMENT LLC	—	—	−6,188,011	exit
485	COUNTRY TRUST BANK	—	—	−388	exit
486	NORDEA INVESTMENT MANAGEMENT AB	—	—	−3,102,781	exit
487	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	—	—	−90,915	exit
488	REGIONS FINANCIAL CORP	—	—	−10,983	exit
489	CANADA PENSION PLAN INVESTMENT BOARD	—	—	−22,710	exit
490	CIBC Private Wealth Group LLC	—	—	−13,070	exit
491	GSA CAPITAL PARTNERS LLP	—	—	−25,577	exit
492	NORGES BANK	—	—	−6,191,263	exit
493	Manchester Capital Management LLC	—	—	−87	exit
494	Hudson Bay Capital Management LP	—	—	−145,000	exit
495	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−41,711	exit
496	Korea Investment CORP	—	—	−123,698	exit
497	Alberta Investment Management Corp	—	—	−70,600	exit
498	TWO SIGMA ADVISERS, LP	—	—	−20,973	exit
499	DRW Securities, LLC	—	—	−13,111	exit
500	TOKIO MARINE ASSET MANAGEMENT CO LTD	—	—	−30,357	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BAX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

21 members of Congress disclosed BAX — the congressional view ↗