Position in BDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,258,944
+$15,583,454 QoQ
Shares Held
517,141
+29.7% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#72
of 1,439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Sep 30, 2022CallValue
$4,010,939
CallShares
22,896
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 Jun 30, 2026BANK OF MONTREAL /CAN/ holds $495,366,523 across 22 Medical Instruments & Supplies names. BDX ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
506,945 | $201,601,882 | |
| 2 | BDX |
Becton Dickinson & Co
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|
517,141 | $78,258,944 | |
| 3 | RMD |
Resmed Inc
|
331,904 | $64,681,448 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
137,753 | $49,453,327 | |
| 5 | BAX |
Baxter International Inc
|
1,119,079 | $23,858,760 | |
| 6 | ALC |
Alcon Inc
|
339,720 | $22,795,208 | |
| 7 | COO |
Cooper Companies, Inc.
|
207,330 | $14,867,631 | |
| 8 | SOLV |
Solventum Corp
|
156,532 | $12,076,440 |
All Filings in BDX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,258,944 | 517,141 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $62,675,490 | 398,623 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $104,068,512 | 536,242 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $73,923,522 | 394,954 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,990,610 | 412,137 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $105,098,211 | 458,824 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $108,226,729 | 477,043 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $132,170,757 | 548,199 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $145,750,919 | 623,640 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $103,361,614 | 417,707 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $104,018,579 | 426,603 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $119,614,357 | 462,671 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $95,058,367 | 360,056 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $126,922,652 | 512,736 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $156,328,137 | 614,739 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $70,283,691 | 315,414 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $4,010,939 | 18,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $86,315,330 | 350,121 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $93,925,649 | 353,104 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $1,649,199 | 6,200 | Put | Defined | 2022-05-12 | |
| 2021-12-31 | $126,646,050 | 503,603 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $186,431,125 | 758,405 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $263,857,732 | 1,084,986 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $225,342,144 | 926,762 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $225,908,325 | 902,839 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $172,133,445 | 739,786 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $195,060,065 | 815,230 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $178,200,628 | 775,561 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||