BAKER HUGHES COMPANY (BKR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
47
Reporting holders
$72.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,109
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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $21.8M | 397,158 | 0.19% | 3q | -57.4%-$29.4M |
| Gradient Investments LLC | $18.8M | 342,223 | 0.27% | 8q | -0.9%-$173.9K |
| Insight Wealth Strategies, LLC | $5.7M | 103,189 | 0.56% | 5q | +2.5%+$137.1K |
| Sound Income Strategies, LLC | $5.6M | 98,706 | 0.25% | 5q | +0.9%+$47.6K |
| CONGRESS ASSET MANAGEMENT CO | $3.3M | 60,964 | 0.02% | 8q | HELD |
| REINHART PARTNERS, LLC. | $3.2M | 58,590 | 0.08% | 24q | -16.0%-$613.2K |
| GoalVest Advisory LLC | $2.4M | 44,150 | 0.42% | 4q | +8.6%+$192.5K |
| GAMMA Investing LLC | $1.4M | 24,622 | 0.05% | 12q | +11.2%+$136.3K |
| Wedmont Private Capital | $1.3M | 22,748 | 0.03% | 14q | -5.1%-$69.2K |
| PARK NATIONAL CORP /OH/ | $1.2M | 21,306 | 0.03% | 3q | -68.4%-$2.5M |
| Farther Finance Advisors, LLC | $845.3K | 15,397 | 0.01% | 16q | +9.9%+$76.3K |
| EASTERN BANK | $685.9K | 12,494 | 0.01% | 9q | HELD |
| Central Pacific Bank - Trust Division | $642.1K | 11,695 | 0.07% | 11q | -5.1%-$34.3K |
| Quintet Private Bank (Europe) S.A. | $490.3K | 8,930 | 0.02% | new | NEW |
| Legacy Wealth Asset Management, LLC | $397.0K | 7,231 | 0.09% | 24q | -0.7%-$2.7K |
| Valeo Financial Advisors, LLC | $387.7K | 7,062 | 0.01% | 6q | +5.8%+$21.2K |
| MassMutual Private Wealth & Trust, FSB | $381.9K | 6,956 | 0.01% | 23q | -5.0%-$19.9K |
| Rosenberg Matthew Hamilton | $373.0K | 6,794 | 0.07% | 26q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $368.1K | 6,705 | 0.03% | 6q | -13.3%-$56.5K |
| Hamilton Capital, LLC | $296.3K | 5,397 | 0.02% | 8q | -18.0%-$65.2K |
| Whalen Wealth Management Inc. | $275.3K | 5,015 | 0.12% | 5q | +14.0%+$33.8K |
| Bank of New Hampshire | $263.8K | 4,805 | 0.06% | 22q | -6.0%-$17.0K |
| Versant Capital Management, Inc | $251.7K | 4,585 | 0.02% | 27q | +1.1%+$2.7K |
| RIVERSEDGE ADVISORS, LLC | $245.1K | 4,465 | 0.03% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $230.4K | 4,196 | 0.02% | 7q | -7.6%-$18.8K |
| Canandaigua National Trust Co of Florida | $214.5K | 3,908 | 0.12% | 6q | -75.8%-$671.0K |
| SAPIENT CAPITAL LLC | $212.5K | 3,871 | 0.00% | 5q | -50.7%-$218.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $212.0K | 3,862 | 0.04% | new | NEW |
| Everhart Financial Group, Inc. | $206.2K | 3,756 | 0.01% | 3q | +3.5%+$6.9K |
| Kearns & Associates LLC | $205.9K | 3,750 | 0.09% | 3q | HELD |
| CoreCap Advisors, LLC | $117.4K | 2,138 | 0.00% | 11q | +20.6%+$20.0K |
| ARMSTRONG ADVISORY GROUP, INC | $94.1K | 1,714 | 0.01% | 5q | +66.7%+$37.7K |
| Grove Bank & Trust | $44.7K | 814 | 0.00% | 16q | HELD |
| Bullock Wealth Management Group | $18.2K | 328 | 0.01% | 2q | HELD |
| STEPH & CO | $15.4K | 281 | 0.00% | 16q | HELD |
| Olistico Wealth, LLC | $13.7K | 250 | 0.01% | 4q | +56.2%+$4.9K |
| VALLEY WEALTH MANAGERS, INC. | $8.0K | 145 | 0.00% | 10q | HELD |
| CX Institutional | $7.5K | 136,148 | 0.20% | 14q | +1239.0%+$6.9K |
| ELEVATION WEALTH PARTNERS, LLC | $6.9K | 126 | 0.00% | 5q | -8.7% |
| Planning Strategies Inc. | $4.7K | 85 | 0.00% | 2q | +9.0% |
| Retirement Wealth Solutions LLC | $4.4K | 81 | 0.00% | 5q | +47.3%+$1.4K |
| Marquette Asset Management, LLC | $4.3K | 78 | 0.00% | 3q | HELD |
| GK Wealth Management LLC | $3.8K | 70 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $3.8K | 69 | 0.00% | 4q | -50.0%-$3.8K |
| Noble Wealth Management PBC | $1.5K | 27 | 0.00% | 2q | HELD |
| Pacifica Partners Inc. | $1.4K | 25 | 0.00% | 7q | HELD |
| Davis Capital Management | $1.3K | 23 | 0.00% | 5q | +15.0% |
| GILPIN WEALTH MANAGEMENT, LLC | $110 | 2 | 0.00% | new | NEW |
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 |
|---|---|---|---|
| 2026-07-27 | 13G/A | JPMORGAN CHASE & CO. | 6.9% |
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 |
|---|---|---|---|---|---|
| 2026-06-12 | Simonelli Lorenzo | Chairman, President and CEO | Sold | 181,411 | $11.5M |
| 2026-06-22 | Simonelli Lorenzo | Chairman, President and CEO | Sold | 181,411 | $10.6M |
| 2026-07-01 | BORRAS MARIA C | Chief Growth & Experience Ofcr | Sold | 72,000 | $4.0M |
| 2026-06-15 | Moghal Ahmed Farhan | EVP, Chief Financial Officer | Sold | 23,392 | $1.5M ×2 |
| 2026-05-19 | Apostolides James E | Chief Infra & Performance Ofcr | Sold | 12,261 | $814.4K |
| 2026-06-03 | Charlton Rebecca L | SVP, Controller & CAO | Sold | 5,088 | $326.8K |
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 | 47 | $72.1M | 1,310,786 | 5 | 15 | 16 | 0.0% |
| Q2 2026 | 1,156 | $58.5B | 1,039,649,137 | 119 | 423 | 403 | 0.8% |
| Q1 2026 | 1,160 | $57.9B | 942,675,408 | 212 | 409 | 312 | 0.8% |
| Q4 2025 | 1,028 | $45.3B | 985,799,872 | 97 | 389 | 278 | 0.8% |
| Q3 2025 | 974 | $50.8B | 1,030,584,672 | 151 | 312 | 300 | 1.2% |
| Q2 2025 | 899 | $36.8B | 951,277,543 | 68 | 325 | 335 | 0.9% |
| Q1 2025 | 969 | $42.2B | 951,166,675 | 150 | 378 | 268 | 1.0% |
| Q4 2024 | 898 | $38.3B | 922,268,294 | 124 | 326 | 266 | 1.2% |
| Q3 2024 | 793 | $36.4B | 994,044,462 | 97 | 300 | 242 | 1.2% |
| Q2 2024 | 766 | $34.5B | 973,801,151 | 86 | 268 | 249 | 0.7% |
| Q1 2024 | 761 | $33.3B | 986,822,379 | 72 | 291 | 252 | 0.9% |
| Q4 2023 | 772 | $33.8B | 982,878,527 | 61 | 291 | 249 | 0.9% |
| Q3 2023 | 760 | $33.0B | 926,325,049 | 129 | 266 | 222 | 0.9% |
| Q2 2023 | 677 | $30.2B | 948,518,622 | 57 | 248 | 219 | 0.7% |
| Q1 2023 | 688 | $28.2B | 971,894,075 | 75 | 264 | 198 | 0.6% |
| Q4 2022 | 678 | $28.5B | 959,611,878 | 125 | 217 | 215 | 0.6% |
| Q3 2022 | 592 | $21.1B | 998,971,445 | 45 | 253 | 199 | 0.7% |
| Q2 2022 | 658 | $28.8B | 992,327,445 | 69 | 286 | 201 | 0.7% |
| Q1 2022 | 673 | $36.8B | 1,002,427,949 | 152 | 224 | 199 | 0.8% |
| Q4 2021 | 567 | $24.6B | 1,007,065,513 | 65 | 220 | 152 | 1.3% |
| Q3 2021 | 542 | $25.3B | 1,010,260,444 | 61 | 214 | 166 | 1.1% |
| Q2 2021 | 552 | $23.3B | 1,012,078,863 | 73 | 248 | 145 | 0.8% |
| Q1 2021 | 546 | $21.9B | 1,008,347,517 | 95 | 226 | 136 | 0.4% |
| Q4 2020 | 502 | $21.6B | 1,027,504,041 | 66 | 183 | 161 | 0.6% |
| Q3 2020 | 455 | $13.8B | 1,030,881,056 | 48 | 152 | 155 | 0.8% |
| Q2 2020 | 451 | $15.6B | 1,004,151,348 | 63 | 160 | 157 | 0.9% |
| Q1 2020 | 451 | $10.6B | 999,955,861 | 54 | 173 | 153 | 0.9% |
| Q4 2019 | 515 | $26.1B | 1,008,459,660 | 82 | 190 | 150 | 1.0% |
| Q3 2019 | 474 | $23.6B | 1,012,355,154 | 72 | 206 | 118 | 0.4% |
| Q2 2019 | 455 | $12.7B | 507,471,273 | 28 | 181 | 156 | 1.7% |
| Q1 2019 | 510 | $14.1B | 501,854,717 | 73 | 187 | 141 | 1.0% |
| Q4 2018 | 488 | $11.2B | 514,134,002 | 10 | 12 | 14 | 1.1% |