Position in BDX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$62,675,490
-$19,139,377 QoQ
Shares Held
398,623
-25.7% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Sep 30, 2022CallValue
$3,153,254
CallShares
18,000
PutValue
$0
PutShares
0
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, 2026BANK OF MONTREAL /CAN/ holds $483,732,085 across 21 Medical Instruments & Supplies names. BDX ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
439,107 | $202,423,931 | |
| 2 | RMD |
Resmed Inc
|
292,089 | $65,568,134 | |
| 3 | BDX |
Becton Dickinson & Co
This page
|
398,623 | $62,675,490 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
127,174 | $31,874,887 | |
| 5 | ALGN |
Align Technology Inc
|
150,475 | $25,795,926 | |
| 6 | ALC |
Alcon Inc
|
314,034 | $23,662,460 | |
| 7 | HOLX |
HOLOGIC INC
|
261,228 | $19,746,221 | |
| 8 | BAX |
Baxter International Inc
|
1,152,099 | $19,355,259 |
All Filings in BDX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,675,490 | 398,623 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $81,814,867 | 536,242 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $58,115,976 | 394,954 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $55,810,229 | 412,137 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $82,624,379 | 458,824 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $85,083,905 | 477,043 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $103,907,827 | 548,199 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $114,584,056 | 623,640 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $81,259,128 | 417,707 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $81,775,610 | 426,603 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $94,036,443 | 462,671 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $74,731,419 | 360,056 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $99,781,958 | 512,736 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $122,899,478 | 614,739 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $55,254,474 | 315,414 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $3,153,254 | 18,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $67,857,964 | 350,121 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $72,039,921 | 353,104 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $1,264,917 | 6,200 | Put | Defined | 2022-05-12 | |
| 2021-12-31 | $97,136,100 | 503,603 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $142,990,583 | 758,405 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $202,375,924 | 1,084,986 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $172,834,900 | 926,762 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $173,269,154 | 902,839 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $132,024,424 | 739,786 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $149,608,885 | 815,230 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $136,677,886 | 775,561 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||