Morningstar Investment Management LLC
Position in BDX — Becton Dickinson & Co
CIK 1673385
CHICAGO, IL
Position in BDX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,930,354
-$114,247 QoQ
Shares Held
19,364
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#418
of 1,430 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Morningstar Investment Management LLC holds $14,376,241 across 7 Medical Instruments & Supplies names. BDX ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
|
187,381 | $3,994,962 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
8,335 | $3,314,662 | |
| 3 | BDX |
Becton Dickinson & Co
This page
|
19,364 | $2,930,354 | |
| 4 | ALGN |
Align Technology Inc
|
12,711 | $2,143,837 | |
| 5 | ALC |
Alcon Inc
|
17,357 | $1,164,654 | |
| 6 | ATR |
Aptargroup, Inc.
|
4,051 | $507,185 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
893 | $320,587 |
All Filings in BDX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,930,354 | 19,364 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,044,601 | 19,364 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,567,201 | 18,381 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,893,273 | 15,458 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,323,052 | 7,681 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $884,112 | 3,897 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $939,566 | 3,897 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||