Which funds own BKR
Baker Hughes Company in the Q2 2026 filings. At least 10 of the 91 current managers on file reported a position, worth $8.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 9 managers trimmed or sold out against 4 buying.
- Managers holding
- 10
- at least, of 91 current
- Combined value
- $8.9bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 9
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital World Investors Long-only · $846bn book | $2.6bn | 0.3% | 47,479,630 | -$322m-953,622 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $2.0bn | 0.2% | 35,339,082 | -$201m-85,711 | Trimmed |
| Dodge & Cox Activist · $191bn book | $1.9bn | 1.0% | 34,854,482 | -$256m-1,017,076 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $1.2bn | 0.2% | 22,032,387 | -$118m+68,775 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $602m | 1.0% | 10,837,212 | -$153m-1,514,871 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $403m | 0.1% | 7,201,568 | +$267m+4,984,914 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $91m | 0.1% | 1,632,140 | +$14m+373,600 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $68m | 0.3% | 1,220,482 | -$17m-161,163 | Trimmed |
| Glenview Capital Management LLC Long/short equity · $5.5bn book | $27m | 0.5% | 493,519 | +$8.9m+189,844 | Added |
| Rokos Capital Management LLP Macro · $26.8bn book | $2.7m | 0.0% | 47,992 | -$31m-497,628 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Point72 Asset Management LP · Multi-strategy$70m held before
- Freestone Grove Partners LP · Multi-strategy$49m held before
- ExodusPoint Capital Management LP · Multi-strategy$8.5m held before
Ownership through time
At least 19 of the 95 managers whose filings are on file listed BKR in Q2 2026, against 1 in Q2 2017. 6 managers fewer than in Q1 2026: 3 started positions; 2 sold out, by their own filings; 7 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2017: 1
- Q3 2017: 19
- Q4 2017: 20
- Q1 2018: 15
- Q2 2018: 15
- Q3 2018: 15
- Q4 2018: 15
- Q1 2019: 11
- Q2 2019: 11
- Q3 2019: 15
- Q4 2019: 15
- Q1 2020: 8
- Q2 2020: 6
- Q3 2020: 9
- Q4 2020: 13
- Q1 2021: 16
- Q2 2021: 11
- Q3 2021: 8
- Q4 2021: 7
- Q1 2022: 14
- Q2 2022: 13
- Q3 2022: 16
- Q4 2022: 16
- Q1 2023: 18
- Q2 2023: 18
- Q3 2023: 23
- Q4 2023: 20
- Q1 2024: 19
- Q2 2024: 18
- Q3 2024: 18
- Q4 2024: 18
- Q1 2025: 13
- Q2 2025: 11
- Q3 2025: 14
- Q4 2025: 18
- Q1 2026: 25
- Q2 2026: 19
- Q2 2017: $959k
- Q3 2017: $5.2bn
- Q4 2017: $4.4bn
- Q1 2018: $4.3bn
- Q2 2018: $5.3bn
- Q3 2018: $5.5bn
- Q4 2018: $4.3bn
- Q1 2019: $5.2bn
- Q2 2019: $4.6bn
- Q3 2019: $5.9bn
- Q4 2019: $5.8bn
- Q1 2020: $2.4bn
- Q2 2020: $3.6bn
- Q3 2020: $3.3bn
- Q4 2020: $5.3bn
- Q1 2021: $5.1bn
- Q2 2021: $5.2bn
- Q3 2021: $5.8bn
- Q4 2021: $6.4bn
- Q1 2022: $11.2bn
- Q2 2022: $9.3bn
- Q3 2022: $6.4bn
- Q4 2022: $8.6bn
- Q1 2023: $8.0bn
- Q2 2023: $8.5bn
- Q3 2023: $8.7bn
- Q4 2023: $7.0bn
- Q1 2024: $6.0bn
- Q2 2024: $6.6bn
- Q3 2024: $6.1bn
- Q4 2024: $7.0bn
- Q1 2025: $8.1bn
- Q2 2025: $6.3bn
- Q3 2025: $8.7bn
- Q4 2025: $9.3bn
- Q1 2026: $12.2bn
- Q2 2026: $10.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- MFS Investment Management2,216,654 to 7,201,568 shares+$279m
- T. Rowe Price Associates Inc12,577,340 to 13,582,112 shares+$56m
- Renaissance Technologies LLC1,258,540 to 1,632,140 shares+$21m
- Holocene Advisors LPnew: 357,152 shares+$20m
- Glenview Capital Management LLC303,675 to 493,519 shares+$11m
Largest decreases, by shares
- Marshall Wace LLP3,738,807 to 643,985 shares-$172m
- Artisan Partners LP12,352,083 to 10,837,212 shares-$84m
- Dodge & Cox35,871,558 to 34,854,482 shares-$56m
- Capital World Investors48,433,252 to 47,479,630 shares-$53m
- Rokos Capital Management LLP545,620 to 47,992 shares-$28m
Left it
- Point72 Asset Management LPwas $69m
- Freestone Grove Partners LPwas $49m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q3 2017 | $4.2bn | $2.6bn | |
| Invesco Ltd | Q3 2017 | $2.2bn | $2.0bn | |
| Dodge & Cox | Q3 2017 | $2.2bn | $1.9bn | |
| Capital Research Global Investors | Q3 2017 | $3.5bn | $1.2bn | |
| T. Rowe Price Associates Inc | Q1 2022 | $768m | $754m | |
| Fidelity (FMR LLC) | Q3 2017 | $1.1bn | $626m | |
| Artisan Partners LP | Q4 2022 | $844m | $601m | |
| MFS Investment Management | Q4 2025 | $403m | $403m | |
| AllianceBernstein LP | Q1 2022 | $442m | $193m | |
| Renaissance Technologies LLC | Q4 2017 | $91m | $91m | |
| Bridgewater Associates LP | Q4 2020 | $84m | $68m | |
| Marshall Wace LLP | Q4 2019 | $228m | $36m | |
| Glenview Capital Management LLC | Q1 2026 | $27m | $27m | |
| Holocene Advisors LP | Q1 2018 | $72m | $20m | |
| Woodline Partners LP | Q4 2021 | $16m | $12m | |
| ValueAct Holdings LP | Q3 2017 | $1.2bn | last listed Q3 2017 | |
| Citadel Advisors LLC | Q3 2017 | $302m | last listed Q3 2019 | |
| Wellington Management Group LLP | Q3 2017 | $295m | last listed Q2 2022 | |
| Balyasny Asset Management LLC | Q3 2018 | $292m | last listed Q1 2026 | |
| Millennium Management LLC | Q3 2017 | $240m | last listed Q2 2024 | |
| AQR Capital Management LLC | Q4 2017 | $235m | last listed Q1 2025 | |
| Harris Associates LP | Q3 2017 | $204m | last listed Q3 2019 | |
| D. E. Shaw & Co. | Q3 2017 | $203m | last listed Q4 2024 | |
| Neuberger Berman Group LLC | Q4 2024 | $187m | last listed Q2 2025 | |
| Point72 Asset Management LP | Q4 2017 | $154m | last listed Q1 2026 |
What BKR is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around BKR →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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