BAXTER INTL INC (BAX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
25
Reporting holders
$22.7M
Reported value
0.0%
Calls
0.0%
Puts
-676
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| O'Keefe Stevens Advisory, Inc. | $17.3M | 719,676 | 3.53% | 3q | +7.1%+$1.1M |
| Wedmont Private Capital | $1.2M | 51,997 | 0.03% | 3q | +4.2%+$50.3K |
| INSPIRION WEALTH ADVISORS, LLC | $1.2M | 48,943 | 0.13% | 32q | -0.6%-$6.6K |
| GAMMA Investing LLC | $904.6K | 37,690 | 0.03% | 12q | +11.2%+$90.7K |
| CACTI ASSET MANAGEMENT LLC | $622.2K | 26,500 | 0.03% | 32q | HELD |
| Farther Finance Advisors, LLC | $436.6K | 18,193 | 0.00% | 16q | +40.5%+$125.9K |
| Central Pacific Bank - Trust Division | $369.6K | 15,400 | 0.04% | 11q | HELD |
| Investors Research Corp | $297.8K | 12,410 | 0.05% | 19q | -2.9%-$8.8K |
| EASTERN BANK | $144.6K | 6,025 | 0.00% | 9q | HELD |
| Versant Capital Management, Inc | $61.1K | 2,545 | 0.01% | 32q | +5.5%+$3.2K |
| MassMutual Private Wealth & Trust, FSB | $42.2K | 1,758 | 0.00% | 32q | -11.5%-$5.5K |
| CoreCap Advisors, LLC | $21.4K | 890 | 0.00% | 9q | +3.1% |
| Planning Strategies Inc. | $10.9K | 454 | 0.01% | 2q | +0.9% |
| Olistico Wealth, LLC | $9.6K | 400 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $8.7K | 364 | 0.00% | 16q | HELD |
| Bullock Wealth Management Group | $8.2K | 348 | 0.00% | 11q | HELD |
| FIRST COMMUNITY TRUST NA | $7.8K | 325 | 0.00% | 20q | HELD |
| Bangor Savings Bank | $6.0K | 250 | 0.00% | 18q | HELD |
| Bank & Trust Co | $4.8K | 200 | 0.00% | 10q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $3.7K | 156 | 0.00% | 4q | +18.2% |
| Byrne Asset Management LLC | $2.4K | 100 | 0.00% | 5q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.9K | 80 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $1.1K | 47 | 0.00% | new | NEW |
| Trust Co | $840 | 35 | 0.00% | 9q | HELD |
| CX Institutional | $477 | 19,858 | 0.01% | 7q | +2.3% |
| GK Wealth Management LLC | $32 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $22.7M | 944,787 | 3 | 8 | 3 | 0.0% |
| Q2 2026 | 701 | $12.7B | 585,654,140 | 106 | 238 | 186 | 1.4% |
| Q1 2026 | 666 | $9.1B | 530,154,598 | 72 | 177 | 249 | 1.9% |
| Q4 2025 | 717 | $10.7B | 551,654,087 | 83 | 232 | 227 | 1.9% |
| Q3 2025 | 734 | $11.8B | 509,738,473 | 77 | 242 | 254 | 1.2% |
| Q2 2025 | 778 | $15.3B | 500,263,391 | 61 | 247 | 288 | 1.1% |
| Q1 2025 | 848 | $17.1B | 492,081,419 | 110 | 263 | 291 | 1.4% |
| Q4 2024 | 832 | $14.3B | 483,450,247 | 70 | 237 | 324 | 1.4% |
| Q3 2024 | 916 | $18.3B | 475,172,630 | 114 | 291 | 308 | 1.4% |
| Q2 2024 | 886 | $15.7B | 462,496,689 | 89 | 260 | 316 | 1.4% |
| Q1 2024 | 945 | $20.8B | 479,499,073 | 98 | 292 | 305 | 1.7% |
| Q4 2023 | 926 | $18.9B | 476,458,603 | 85 | 248 | 373 | 2.4% |
| Q3 2023 | 912 | $17.4B | 449,632,139 | 63 | 261 | 360 | 2.4% |
| Q2 2023 | 991 | $20.5B | 441,875,323 | 104 | 258 | 384 | 1.8% |
| Q1 2023 | 958 | $18.6B | 448,499,066 | 86 | 322 | 338 | 2.0% |
| Q4 2022 | 1,013 | $23.0B | 445,480,987 | 90 | 285 | 358 | 1.4% |
| Q3 2022 | 1,010 | $23.8B | 436,638,704 | 69 | 307 | 361 | 1.2% |
| Q2 2022 | 1,074 | $28.0B | 431,364,893 | 64 | 292 | 396 | 0.9% |
| Q1 2022 | 1,150 | $33.8B | 432,140,655 | 96 | 324 | 382 | 0.8% |
| Q4 2021 | 1,164 | $37.3B | 430,288,829 | 92 | 323 | 378 | 1.0% |
| Q3 2021 | 1,093 | $34.8B | 427,800,300 | 73 | 331 | 370 | 1.1% |
| Q2 2021 | 1,113 | $34.8B | 429,282,758 | 86 | 322 | 347 | 0.6% |
| Q1 2021 | 1,102 | $37.0B | 436,342,447 | 70 | 282 | 410 | 0.6% |
| Q4 2020 | 1,117 | $34.9B | 430,431,711 | 62 | 297 | 388 | 0.8% |
| Q3 2020 | 1,096 | $35.0B | 431,160,033 | 64 | 318 | 395 | 0.9% |
| Q2 2020 | 1,136 | $37.8B | 436,053,399 | 102 | 343 | 389 | 0.8% |
| Q1 2020 | 1,105 | $35.5B | 434,905,298 | 69 | 276 | 485 | 0.5% |
| Q4 2019 | 1,150 | $36.6B | 433,692,117 | 81 | 295 | 379 | 1.0% |
| Q3 2019 | 1,089 | $37.9B | 430,826,173 | 79 | 317 | 366 | 0.5% |
| Q2 2019 | 1,069 | $35.9B | 434,566,905 | 71 | 286 | 404 | 0.9% |
| Q1 2019 | 1,091 | $35.9B | 439,510,035 | 96 | 293 | 395 | 0.5% |
| Q4 2018 | 1,055 | $29.8B | 449,954,577 | 8 | 21 | 18 | 0.5% |