BDX
Becton Dickinson And CO
9 of the 83 super-investors we track hold BDX, worth a combined $3.54B per their latest 13F filings. The largest position: Greenhaven Associates at 9.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 44 of 100 (how strongly the cohort backs it) — ranked #77 of 727 stocks.
Why super-investors own BDX
The dominant story in BDX ownership this quarter is Greenhaven Associates initiating a $860M position that immediately becomes their highest-conviction holding at 9.9% of their portfolio — easily the largest single new entry in the cohort. That move lifted the tracked owner count to 9, though the historical trend across the prior eight quarters has oscillated narrowly between 7 and 9, suggesting no broad surge in interest. First Eagle Investment Management holds the largest absolute position at $1.9B but at a modest 2.5% portfolio weight, while First Pacific Advisors sits at 4.4%. No existing holders added or trimmed in 2026Q1, making Greenhaven's initiation the sole activity. Overall cohort interest looks stable rather than accelerating, with one high-conviction entrant driving the headline.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 2.5% | 23q | $1.88B | 11,928,111 |
| 2 | Greenhaven Associates | 9.9% | — 1q | $860M | 5,681,708 |
| 3 | Bill Nygren | 0.5% | 6q | $349M | 2,222,039 |
| 4 | First Pacific Advisors | 4.4% | 3q | $311M | 1,980,440 |
| 5 | Joel Greenblatt | 0.1% | 38q | $130M | 829,501 |
| 6 | Robert Olstein | 1.5% | 40q | $7M | 44,000 |
| 7 | Hillman Capital Management | 1.6% | 25q | $2M | 14,209 |
| 8 | Mairs & Power Funds | <0.1% | 40q | $1M | 7,119 |
| 9 | Jensen Investment Management | <0.1% | 40q | $336K | 2,140 |
- 1First Eagle Investment Managementport2.5%val$1.88B11,928,111 sh·23q held
- 2Greenhaven Associatesport9.9%val$860M5,681,708 sh·—1q held
- 3Bill Nygrenport0.5%val$349M2,222,039 sh·6q held
- 4First Pacific Advisorsport4.4%val$311M1,980,440 sh·3q held
- 5Joel Greenblattport0.1%val$130M829,501 sh·38q held
- 6Robert Olsteinport1.5%val$7M44,000 sh·40q held
- 7Hillman Capital Managementport1.6%val$2M14,209 sh·25q held
- 8Mairs & Power Fundsport<0.1%val$1M7,119 sh·40q held
- 9Jensen Investment Managementport<0.1%val$336K2,140 sh·40q held
Owners of BDX also hold
Congress is trading BDX
Congress tracker →- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-05-21
- Kevin Hernsold$15,001 - $50,000 · 2026-03-17
- Lisa McClainsold$1,001 - $15,000 · 2025-06-24 · late
- Lisa McClainbought$1,001 - $15,000 · 2025-06-17 · late
- Rob Bresnahanbought$1,001 - $15,000 · 2025-05-15
- Thomas H. Kean Jrbought$1,001 - $15,000 · 2025-05-13
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Greenhaven Associates | NEW | 9.9% | +100% | $860M | Jul 28, 2026 |
Long US equity 13F-HR filings only. CUSIP 075887109. Not investment advice.