PZENA INVESTMENT MANAGEMENT LLC: BAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PZENA INVESTMENT MANAGEMENT LLC on BAX, newest first. How the timeline and the estimate are built.
PZENA INVESTMENT MANAGEMENT LLC held 65,295,393 BAX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 65,295,393 sharesChange vs previous 13F +767,570 shares
4.09% of the 13F portfolio, value $1,392,097,779.
13F-HR 0001027796-26-000049 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,527,823 sharesChange vs previous 13F -5,518,428 shares
3.52% of the 13F portfolio, value $1,084,067,427.
13F-HR 0001027796-26-000024 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 70,046,251 sharesChange vs previous 13F +12,659,211 shares
4.01% of the 13F portfolio, value $1,338,583,857.
13F-HR 0001027796-26-000009 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,387,040 sharesChange vs previous 13F +18,050,555 shares
4.22% of the 13F portfolio, value $1,306,702,901.
13F-HR 0001027796-25-000057 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,336,485 sharesChange vs previous 13F +2,563,919 shares
3.87% of the 13F portfolio, value $1,191,108,766.
13F-HR 0001027796-25-000043 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,772,566 sharesChange vs previous 13F +3,134,270 shares
4.39% of the 13F portfolio, value $1,258,724,934.
13F-HR 0001027796-25-000029 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,638,296 sharesChange vs previous 13F +1,416,094 shares
3.34% of the 13F portfolio, value $980,892,711.
13F-HR 0001027796-25-000014 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,222,202 sharesChange vs previous 13F not available
3.94% of the 13F portfolio, value $1,223,477,010.
13F-HR 0001027796-24-000048 filed by PZENA INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).