Position in BDX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$199,544,993
+$8,485,159 QoQ
Shares Held
1,269,128
+1.3% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Mar 31, 2025CallValue
$61,586,881
CallShares
342,000
PutValue
$4,592,004
PutShares
25,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $1,097,216,452 across 44 Medical Instruments & Supplies names. BDX ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,046,924 | $482,621,490 | |
| 2 | BDX |
Becton Dickinson & Co
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|
1,269,128 | $199,544,993 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,229,427 | $87,904,029 | |
| 4 | ALC |
Alcon Inc
|
760,509 | $57,304,350 | |
| 5 | ALGN |
Align Technology Inc
|
328,068 | $56,240,694 | |
| 6 | RMD |
Resmed Inc
|
159,533 | $35,811,966 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
491,176 | $33,856,759 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
96,974 | $24,305,561 |
All Filings in BDX
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,544,993 | 1,269,128 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $191,059,834 | 1,252,270 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $211,343,290 | 1,436,281 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $201,400,787 | 1,487,267 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,592,004 | 25,500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $256,518,543 | 1,424,481 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $61,586,881 | 342,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $251,288,284 | 1,408,907 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $64,654,376 | 362,500 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $275,668,242 | 1,454,376 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $271,151,035 | 1,475,778 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $569,576 | 3,100 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $603,062 | 3,100 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $331,185,817 | 1,702,438 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $715,753,378 | 3,733,907 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $958,451 | 5,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $1,016,234 | 5,000 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $769,481,380 | 3,785,944 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,037,775 | 5,000 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $789,794,304 | 3,805,229 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $973,034 | 5,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $742,098,770 | 3,813,322 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $759,997,401 | 3,801,481 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $657,696,165 | 3,754,385 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $723,534,757 | 3,733,161 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $775,158,356 | 3,799,442 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $675,067,024 | 3,499,891 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $672,198,395 | 3,565,260 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $662,712,681 | 3,552,962 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $688,432,552 | 3,691,460 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $729,862,305 | 3,803,032 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $650,540,284 | 3,645,239 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $676,917,507 | 3,688,574 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $18,351 | 100 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $631,813,509 | 3,585,144 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||