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What smart money is saying about Baker Hughes CoUnited States flag

BKR · Energy · Oil & Gas Equipment & Services · Market cap $62.02B

3 funds in our archive have pitched Baker Hughes Co — most recently Artisan Global Discovery Strategy in December 2025.

Company profile

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. It operates through four segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). The OFS segment offers exploration, drilling, wireline, evaluation, completion, production, and intervention services; and drilling and completions fluids, wireline services, downhole completion tools and systems, wellbore intervention tools and services, pressure pumping systems, oilfield and industrial chemicals, and artificial lift technologies for oil and natural gas, and oilfield service companies. The OFE segment provides subsea and surface wellheads, pressure control and production systems and services, flexible pipe systems for offshore and onshore applications, and life-of-field solutions, including well intervention and decommissioning solutions; and services related to onshore and offshore drilling and production operations. The TPS segment provides equipment and related services for mechanical-drive, compression, and power-generation applications across the oil and gas industry. Its product portfolio includes drivers, compressors, and turnkey solutions; and pumps, valves, and compressed natural gas and small-scale liquefied natural gas solutions. This segment serves upstream, midstream, downstream, onshore, offshore, and industrial customers. The DS segment provides sensor-based process measurements, machine health and condition monitoring, asset strategy and management, control systems, as well as non-destructive testing and inspection, and pipeline integrity solutions. The company was formerly known as Baker Hughes, a GE company and changed its name to Baker Hughes Company in October 2019. Baker Hughes Company is based in Houston, Texas.

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Summarize with Warren AI
2
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q1 2025 and Q3 2026, 2 fund letters reported a position in Baker Hughes Co, with no move described.

Fund letters reporting a position in Baker Hughes Co, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20261000
Q4 20250001
Q3 20250001
Q1 20250001

Fund activity · 2 positions

  • HoldsGuinness Global Energy Fund
    July 2026
    Oil services: Baker Hughes, Schlumberger and Halliburton performed well, supported at different points by expectations of higher service activity outside the Middle East, a rebuilding of damaged Gulf-based oil and gas facilities, and growth in LNG demand.
    Read the letterBaker Hughes Co
  • HoldsArtisan Partners Global Opportunities Fund
    June 2026

    Listed in Artisan Partners Global Opportunities Fund’s reported holdings.

    Read the letterBaker Hughes Co

Fund coverage · 3 theses

  • Artisan Global Discovery Strategy
    December 2025

    Baker Hughes Co is a leading LNG equipment provider with IET growth tailwinds from global LNG demand and AI-driven US gas infrastructure investment.

    Read the full thesis
  • Aristotle Core Equity
    September 2025

    Baker Hughes is a well-positioned energy technology firm poised to capitalize on rising global demand for natural gas and LNG projects, while improving margins and leveraging its diversified portfolio across energy and industrial sectors.

    Read the full thesis
  • Artisan US Mid Cap Growth Strategy
    March 2025

    Baker Hughes is well positioned for profitable growth due to increasing demand for US LNG in Europe, rising gas infrastructure investments, and a focus on aftermarket services.

    Read the full thesis

Read every full thesis on Baker Hughes Co

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