Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
638 institutional managers reported holding BAX for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 73%. 73 opened new positions; 131 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 79.40M | 15.42% | $1.33B | trimmed -6.3% | ≤2013 |
| Pzena Investment Management | 64.53M | 12.53% | $1.08B | trimmed -7.9% | 2023 Q3 |
| Vanguard Group | 62.15M | 12.07% | $1.04B | trimmed -0.8% | ≤2013 |
| Dodge & Cox | 57.25M | 11.12% | $962.2M | unchanged | 2023 Q3 |
| FMR (Fidelity) | 46.26M | 8.98% | $777.5M | added +32.9% | ≤2013 |
| State Street | 19.98M | 3.88% | $335.8M | trimmed -11.4% | 2015 Q4 |
| Greenhaven Associates INC (focused) | 14.31M | 2.78% | $240.4M | added +33.8% | 2025 Q3 |
| Geode Capital | 13.76M | 2.67% | $231.3M | added +1.9% | ≤2013 |
| Invesco | 13.12M | 2.55% | $220.5M | added +10.6% | ≤2013 |
| Morgan Stanley | 7.35M | 1.43% | $123.5M | trimmed -14.7% | ≤2013 |
| First Manhattan CO. LLC. | 6.74M | 1.31% | $113.3M | added +14205.2% | ≤2013 |
| Equity Investment CORP | 6.37M | 1.24% | $107.0M | added +30.1% | 2024 Q4 |
| State Farm Mutual Automobile Insurance CO | 6.23M | 1.21% | $104.6M | unchanged | ≤2013 |
| Bank OF America CORP /DE/ | 6.17M | 1.20% | $103.6M | added +44.3% | ≤2013 |
| UBS | 6.09M | 1.18% | $102.3M | trimmed -55.1% | ≤2013 |
| Dimensional Fund Advisors | 5.93M | 1.15% | $99.7M | added +2.8% | ≤2013 |
| Charles Schwab Investment Management | 5.59M | 1.08% | $93.9M | added +5.2% | ≤2013 |
| Artisan Partners | 4.86M | 0.94% | $81.7M | added +2.2% | 2023 Q1 |
| Northern Trust | 4.35M | 0.84% | $73.1M | trimmed -7% | ≤2013 |
| LSV Asset Management | 4.06M | 0.79% | $68.2M | trimmed -5.7% | 2024 Q2 |
| Goldman Sachs | 3.87M | 0.75% | $65.0M | added +33.2% | ≤2013 |
| Russell Investments Group, LTD. | 3.44M | 0.67% | $57.7M | added +0.7% | 2016 Q4 |
| RWC Asset Management LLP | 3.08M | 0.60% | $51.7M | opened | 2026 Q1 |
| Thompson Siegel & Walmsley LLC | 3.00M | 0.58% | $50.4M | trimmed -9.9% | ≤2013 |
| BNY Mellon | 2.62M | 0.51% | $44.1M | trimmed -13.1% | ≤2013 |
| FIL LTD | 2.59M | 0.50% | $43.5M | added +23.7% | 2018 Q2 |
| Edmond DE Rothschild Holding S.a. | 2.49M | 0.48% | $41.9M | added +41% | 2015 Q2 |
| Marshall Wace | 2.27M | 0.44% | $38.1M | added +8589.4% | 2025 Q4 |
| Deutsche Bank AG\ | 2.23M | 0.43% | $37.5M | trimmed -16.6% | 2013 Q3 |
| Raymond James Financial INC | 1.97M | 0.38% | $33.0M | added +31.2% | ≤2013 |
| BNP Paribas Financial Markets | 1.93M | 0.38% | $32.5M | added +121.2% | ≤2013 |
| Millennium Management | 1.75M | 0.34% | $29.4M | added +6623.6% | ≤2013 |
| Pale Fire Capital SE | 1.58M | 0.31% | $26.6M | trimmed -23.7% | 2025 Q4 |
| Gendell Jeffrey L | 1.56M | 0.30% | $26.3M | added +250.7% | 2025 Q4 |
| Jones Financial Companies Lllp | 1.48M | 0.29% | $24.8M | added +3022.5% | 2020 Q4 |
| Tocqueville Asset Management L.p. | 1.37M | 0.27% | $23.0M | added +257.4% | 2025 Q4 |
| Front Street Capital Management, INC. | 1.32M | 0.26% | $22.3M | added +176.6% | 2025 Q3 |
| Callodine Capital Management, LP | 1.31M | 0.26% | $22.1M | trimmed -18.5% | 2023 Q3 |
| Natixis Advisors, LLC | 1.31M | 0.26% | $22.0M | trimmed -31.9% | ≤2013 |
| Citadel Advisors | 1.30M | 0.25% | $21.8M | added +12.3% | ≤2013 |
| Envestnet Asset Management INC | 1.24M | 0.24% | $20.9M | added +29.7% | ≤2013 |
| Nuveen | 1.22M | 0.24% | $20.5M | added +23.6% | ≤2013 |
| Royal Bank OF Canada | 1.18M | 0.23% | $19.9M | added +37.4% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.15M | 0.22% | $19.4M | trimmed -1.4% | ≤2013 |
| Rhumbline Advisers | 1.13M | 0.22% | $18.9M | trimmed -2.1% | ≤2013 |
| Auto-Owners Insurance CO | 1.05M | 0.20% | $17.6M | trimmed -94.8% | 2024 Q4 |
| Swiss National Bank | 1.02M | 0.20% | $17.1M | trimmed -24.1% | ≤2013 |
| Susquehanna International Group | 1.00M | 0.19% | $16.8M | added +142.2% | 2018 Q1 |
| Legal & General Group PLC | 968.0k | 0.19% | $16.3M | trimmed -60.2% | ≤2013 |
| Connor, Clark & Lunn Investment Management LTD. | 913.4k | 0.18% | $15.4M | added +47.1% | 2024 Q4 |
Largest 50 of 638 shown; the full ranked, searchable register is at boothcheck.com/holders/BAX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.