BECTON DICKINSON & CO (BDX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
71
Reporting holders
$158.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,379
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 |
|---|---|---|---|---|---|
| AVITY INVESTMENT MANAGEMENT INC. | $37.5M | 209,385 | 2.35% | 32q | +22.8%+$7.0M |
| CACTI ASSET MANAGEMENT LLC | $32.8M | 180,296 | 1.73% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $18.9M | 105,324 | 2.80% | 2q | -0.9%-$164.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $14.3M | 80,145 | 0.24% | 32q | -10.9%-$1.7M |
| PARK NATIONAL CORP /OH/ | $8.7M | 48,535 | 0.24% | 14q | -18.3%-$1.9M |
| DLK Investment Management, LLC | $5.1M | 28,691 | 1.87% | 12q | +53.5%+$1.8M |
| BENEDICT FINANCIAL ADVISORS INC | $4.5M | 25,309 | 0.90% | 32q | +1.4%+$63.0K |
| ATWOOD & PALMER INC | $3.4M | 19,254 | 0.18% | 32q | -3.4%-$120.8K |
| Violich Capital Management, Inc. | $3.0M | 16,539 | 0.32% | 32q | -1.2%-$35.8K |
| DIVERSIFIED MANAGEMENT INC | $2.8M | 15,421 | 0.48% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $2.6M | 14,752 | 0.26% | 32q | -9.1%-$265.6K |
| HF Advisory Group, LLC | $2.3M | 12,825 | 0.68% | 13q | +3.4%+$76.4K |
| Lincoln Capital LLC | $1.9M | 10,745 | 0.34% | 32q | -5.5%-$112.5K |
| Farther Finance Advisors, LLC | $1.4M | 7,542 | 0.01% | 16q | +5.9%+$75.2K |
| GAMMA Investing LLC | $1.1M | 6,208 | 0.04% | 12q | +33.2%+$277.1K |
| FIRST COMMUNITY TRUST NA | $1.1M | 5,976 | 0.36% | 20q | -15.0%-$189.0K |
| CoreCap Advisors, LLC | $998.6K | 5,579 | 0.03% | 9q | -1.1%-$10.7K |
| Avidian Wealth Enterprises, LLC | $941.8K | 5,262 | 0.03% | 4q | +12.9%+$107.9K |
| CYPRESS ASSET MANAGEMENT INC/TX | $913.8K | 5,105 | 0.18% | 32q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $904.4K | 5,051 | 0.65% | 4q | +9.1%+$75.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $858.1K | 4,794 | 0.17% | 24q | -12.9%-$127.3K |
| Nautilus Advisors LLC | $723.3K | 4,041 | 0.44% | 5q | +10.7%+$69.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $722.6K | 4,037 | 0.06% | 20q | -4.3%-$32.4K |
| Applied Capital LLC/FL | $622.0K | 3,475 | 0.25% | 2q | +6.4%+$37.6K |
| YHB Investment Advisors, Inc. | $612.0K | 3,419 | 0.04% | 32q | -9.7%-$65.5K |
| VISTA INVESTMENT PARTNERS LLC | $603.6K | 3,372 | 0.16% | 12q | HELD |
| Dorato Capital Management | $522.8K | 2,902 | 0.35% | 4q | +4.6%+$22.9K |
| Coastline Trust Co | $513.6K | 2,869 | 0.05% | 32q | HELD |
| DAVIDSON TRUST CO | $505.5K | 2,824 | 0.20% | 28q | -0.5%-$2.7K |
| Exchange Bank | $503.2K | 2,811 | 0.31% | 14q | -0.9%-$4.7K |
| EASTERN BANK | $495.8K | 2,770 | 0.01% | 32q | -3.7%-$18.8K |
| Athena Wealth Management, LLC | $459.6K | 2,568 | 0.33% | 2q | +33.5%+$115.4K |
| Ridgewood Investments LLC | $414.2K | 2,314 | 0.15% | 31q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $368.7K | 2,060 | 0.25% | 4q | -1.8%-$6.6K |
| SAPIENT CAPITAL LLC | $361.8K | 2,021 | 0.00% | 12q | -49.7%-$357.1K |
| Apella Capital, LLC | $328.1K | 1,821 | 0.00% | 18q | +33.6%+$82.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $311.3K | 1,739 | 0.03% | 32q | +15.7%+$42.2K |
| Breakwater Capital Group | $285.1K | 1,593 | 0.03% | 15q | HELD |
| Hickory Point Bank & Trust | $283.0K | 1,581 | 0.17% | 8q | -6.0%-$18.1K |
| ARGUS INVESTORS' COUNSEL, INC. | $282.8K | 1,580 | 0.22% | 32q | HELD |
| Valeo Financial Advisors, LLC | $271.3K | 1,516 | 0.01% | 32q | +12.8%+$30.8K |
| TOMPKINS FINANCIAL CORP | $259.6K | 1,450 | 0.02% | 12q | HELD |
| Wedmont Private Capital | $259.3K | 1,419 | 0.01% | 2q | +4.8%+$11.9K |
| Cooper Financial Group | $257.2K | 1,437 | 0.02% | 2q | -2.9%-$7.7K |
| Boltwood Capital Management | $256.1K | 1,431 | 0.06% | new | NEW |
| Dickmeyer Boyce Financial Management, Inc. | $246.8K | 1,379 | 0.13% | 2q | -2.3%-$5.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $233.6K | 1,305 | 0.00% | 32q | -2.1%-$5.0K |
| Everhart Financial Group, Inc. | $232.7K | 1,300 | 0.01% | 5q | -6.5%-$16.3K |
| Peoples Bank/KS | $232.7K | 1,300 | 0.23% | new | NEW |
| ACIMA PRIVATE WEALTH, LLC | $228.0K | 1,274 | 0.07% | 32q | -9.0%-$22.6K |
| LEGACY SOLUTIONS, LLC | $225.8K | 1,261 | 0.17% | new | NEW |
| Versant Capital Management, Inc | $199.9K | 1,117 | 0.02% | 32q | +22.2%+$36.3K |
| MassMutual Private Wealth & Trust, FSB | $153.4K | 857 | 0.00% | 32q | -7.3%-$12.0K |
| Bullock Wealth Management Group | $115.3K | 648 | 0.05% | 11q | HELD |
| Bangor Savings Bank | $111.5K | 623 | 0.01% | 18q | HELD |
| Bank of New Hampshire | $101.3K | 566 | 0.02% | 22q | -50.0%-$101.5K |
| Rosenberg Matthew Hamilton | $59.6K | 333 | 0.01% | 26q | HELD |
| GK Wealth Management LLC | $38.5K | 215 | 0.02% | new | NEW |
| Pacifica Partners Inc. | $36.7K | 206 | 0.01% | 3q | HELD |
| STEPH & CO | $20.4K | 114 | 0.01% | 11q | +9.6%+$1.8K |
| Investors Research Corp | $19.3K | 108 | 0.00% | 31q | -12.9%-$2.9K |
| ARMSTRONG ADVISORY GROUP, INC | $17.9K | 100 | 0.00% | 16q | +185.7%+$11.6K |
| Mn Services Vermogensbeheer B.V. | $14.9K | 83,100 | 0.11% | 31q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $13.4K | 75 | 0.01% | 7q | HELD |
| Grove Bank & Trust | $12.5K | 70 | 0.00% | 9q | HELD |
| Bank & Trust Co | $9.5K | 53 | 0.01% | 3q | HELD |
| Planning Strategies Inc. | $9.3K | 52 | 0.01% | 2q | +4.0% |
| ELEVATION WEALTH PARTNERS, LLC | $6.6K | 37 | 0.00% | 15q | HELD |
| GoalVest Advisory LLC | $5.0K | 28 | 0.00% | 2q | HELD |
| Trust Co | $3.6K | 20 | 0.00% | 32q | -78.9%-$13.4K |
| Retirement Wealth Solutions LLC | $1.8K | 10 | 0.00% | 3q | +233.3%+$1.3K |
| JACOBS & CO/CA | $1.7K | 9,684 | 0.15% | 32q | -5.6% |
| Davis Capital Management | $1.3K | 7 | 0.00% | 5q | +75.0% |
| CX Institutional | $238 | 1,328 | 0.01% | 14q | +1.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.4% |
| 2026-08-06 | 13G | First Eagle Investment Management, LLC | 5.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | Polen Thomas E Jr | Chairman, CEO and President | Sold | 4,152 | $768.1K |
| 2026-08-11 | Goette Roland | EVP and President, EMEA | Sold | 2,438 | $440.9K |
| 2026-06-01 | Polen Thomas E Jr | Chairman, CEO and President | Sold | 2,764 | $404.5K |
| 2026-06-10 | Garrison Michael David | EVP & Pres Med.Essntl&BioPharm | Sold | 1,100 | $166.6K |
| 2026-06-24 | Garrison Michael David | EVP & Pres Med.Essntl&BioPharm | Sold | 1,100 | $160.2K |
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 | 71 | $158.6M | 882,846 | 5 | 22 | 27 | 0.0% |
| Q2 2026 | 1,450 | $44.4B | 284,350,150 | 125 | 518 | 515 | 0.5% |
| Q1 2026 | 1,475 | $42.5B | 264,210,906 | 110 | 555 | 492 | 0.4% |
| Q4 2025 | 1,558 | $54.6B | 277,948,803 | 128 | 425 | 634 | 1.2% |
| Q3 2025 | 1,491 | $49.6B | 263,801,902 | 133 | 554 | 523 | 0.7% |
| Q2 2025 | 1,527 | $45.6B | 259,393,857 | 144 | 531 | 567 | 1.1% |
| Q1 2025 | 1,621 | $60.4B | 259,494,256 | 116 | 559 | 578 | 1.7% |
| Q4 2024 | 1,635 | $59.5B | 259,716,339 | 110 | 500 | 614 | 1.0% |
| Q3 2024 | 1,583 | $63.5B | 262,018,679 | 102 | 522 | 586 | 0.6% |
| Q2 2024 | 1,589 | $61.0B | 259,403,880 | 89 | 568 | 548 | 0.6% |
| Q1 2024 | 1,608 | $69.2B | 278,169,373 | 121 | 547 | 570 | 0.6% |
| Q4 2023 | 1,593 | $66.2B | 267,950,959 | 99 | 450 | 600 | 1.3% |
| Q3 2023 | 1,560 | $67.3B | 256,782,462 | 91 | 480 | 524 | 1.3% |
| Q2 2023 | 1,586 | $67.9B | 254,937,913 | 133 | 503 | 499 | 0.9% |
| Q1 2023 | 1,529 | $62.3B | 249,204,173 | 90 | 476 | 511 | 0.9% |
| Q4 2022 | 1,562 | $64.0B | 248,114,765 | 108 | 479 | 530 | 1.3% |
| Q3 2022 | 1,501 | $56.5B | 250,640,612 | 71 | 471 | 521 | 1.2% |
| Q2 2022 | 1,534 | $61.9B | 249,677,218 | 78 | 482 | 541 | 0.6% |
| Q1 2022 | 1,580 | $63.7B | 237,911,607 | 113 | 505 | 548 | 0.8% |
| Q4 2021 | 1,570 | $62.7B | 246,583,446 | 108 | 524 | 480 | 1.2% |
| Q3 2021 | 1,469 | $60.1B | 242,539,927 | 78 | 474 | 525 | 0.7% |
| Q2 2021 | 1,487 | $60.4B | 246,112,933 | 80 | 508 | 540 | 1.0% |
| Q1 2021 | 1,522 | $60.2B | 245,859,593 | 109 | 562 | 490 | 0.7% |
| Q4 2020 | 1,539 | $62.1B | 244,421,166 | 121 | 533 | 487 | 1.2% |
| Q3 2020 | 1,432 | $57.6B | 245,417,449 | 98 | 474 | 490 | 0.9% |
| Q2 2020 | 1,429 | $59.9B | 247,513,325 | 110 | 528 | 477 | 0.9% |
| Q1 2020 | 1,412 | $54.9B | 236,287,408 | 97 | 508 | 526 | 1.1% |
| Q4 2019 | 1,474 | $64.7B | 235,851,921 | 64 | 464 | 456 | 0.8% |
| Q3 2019 | 1,409 | $59.1B | 232,025,283 | 93 | 458 | 445 | 0.7% |
| Q2 2019 | 1,384 | $58.8B | 231,024,335 | 94 | 469 | 462 | 0.9% |
| Q1 2019 | 1,388 | $58.2B | 232,040,330 | 104 | 455 | 462 | 0.5% |
| Q4 2018 | 1,350 | $52.9B | 232,848,455 | 14 | 24 | 23 | 0.5% |