Dodge & Cox

Position in BKR — Baker Hughes Co

CIK 200217 San Francisco, CA

Back to BKR Full portfolio

Position in BKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,934,423,751

-$255,534,864 QoQ

Shares Held

34,854,482

-2.8% QoQ

Ownership

3.51%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

of 1,136 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in BKR Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

Dodge & Cox holds $1,986,767,582 across 3 Oil & Gas Equipment & Services names. BKR ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co This page	34,854,482	$1,934,423,751
2	NESR	National Energy Services Reunited Corp.	1,595,994	$47,768,100
3	SLB	Slb Limited/Nv	98,424	$4,575,731

All Filings in BKR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,934,423,751	34,854,482	-2.8%	Shares	Sole	2026-08-13
2026-03-31	$2,189,958,615	35,871,558	-12.0%	Shares	Sole	2026-05-14
2025-12-31	$1,856,184,806	40,759,438	-7.5%	Shares	Sole	2026-02-13
2025-09-30	$2,146,285,935	44,053,488	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$1,709,305,050	44,582,813	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$1,962,591,425	44,655,095	-2.2%	Shares	Sole	2025-05-14
2024-12-31	$1,872,896,492	45,658,130	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$1,656,763,103	45,830,238	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,619,891,090	46,058,888	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,546,528,304	46,165,024	+9.4%	Shares	Sole	2024-05-14
2023-12-31	$1,442,181,486	42,193,724	-1.0%	Shares	Sole	2024-02-22
2023-09-30	$1,505,895,537	42,635,774	-2.8%	Shares	Sole	2023-11-14
2023-06-30	$1,387,067,472	43,880,654	+28.8%	Shares	Sole	2023-08-14
2023-03-31	$983,328,136	34,072,354	+9.9%	Shares	Sole	2023-05-12
2022-12-31	$915,631,896	31,006,837	+29.7%	Shares	Sole	2023-02-14
2022-09-30	$501,244,859	23,914,354	+1.5%	Shares	Sole	2022-11-10
2022-06-30	$679,955,189	23,552,310	-10.1%	Shares	Sole	2022-08-12
2022-03-31	$954,051,084	26,202,996	-43.2%	Shares	Sole	2022-05-13
2021-12-31	$1,109,072,430	46,096,111	-8.7%	Shares	Sole	2022-02-14
2021-09-30	$1,248,396,960	50,481,074	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,168,856,106	51,108,706	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$1,111,841,263	51,450,313	-33.1%	Shares	Sole	2021-05-14
2020-12-31	$1,603,692,032	76,915,685	-6.4%	Shares	Sole	2021-02-11
2020-09-30	$1,091,853,651	82,156,031	-9.0%	Shares	Sole	2020-11-13
2020-06-30	$1,390,086,914	90,324,036	-3.6%	Shares	Sole	2020-08-13
2020-03-31	$984,143,107	93,727,915	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.