BAESY Institutional Ownership & Shareholders

BAE SYSTEMS PLC -SPON ADR (BAESY) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Altrius Capital Management Inc is currently the largest disclosed institutional shareholder of BAESY tracked by InsiderSet, reporting ownership valued at approximately $9.56M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed BAESY value among the investors covered in this analysis. Major shareholders include Altrius Capital Management Inc, First Merchants Corp, Sit Investment Associates Inc, and several other long-term asset managers with concentrated positions in BAE SYSTEMS PLC -SPON ADR (BAESY).

This page ranks the largest institutional BAESY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

26

Total Reported Value

$28.56M

Largest Holder

Altrius Capital Management Inc

Largest Position

$9.56M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

46

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Altrius Capital Management Inc1.82%97,620$9,561,959———
First Merchants Corp0.22%63,042$6,557,452———
Sit Investment Associates Inc0.07%35,651$3,492,000———
Henry James International Management Inc.0.95%30,099$3,130,808———
Confluence Investment Management Llc0.02%13,537$1,402,839———
Rhumbline Advisers0.00%10,143$993,496———
Sterling Capital Management Llc0.02%9,230$960,079———
Calydon Capital0.10%7,076$693,094———
Gamma Investing Llc0.02%4,428$458,874———
Pnc Financial Services Group, Inc.0.00%3,931$385,041———
Pinnacle Wealth Management Advisory Group, Llc0.02%2,639$273,480———
Alta Capital Management Llc/0.02%2,469$255,862———
Atlas Capital Advisors Inc.0.01%1,051$102,945———
Boyd Watterson Asset Management Llc/Oh0.01%556$54,431———
Financial Gravity Asset Management, Inc.0.01%372$43,338———
Westside Investment Management, Inc.0.00%362$36,963———
Ima Advisory Services, Inc.0.00%208$20,374———
Hantz Financial Services, Inc.0.00%189$19,000———
Ancora Advisors Llc0.00%179$17,533———
First Command Advisory Services, Inc.0.00%164$16,064———
Mark Sheptoff Financial Planning, Llc0.01%100$9,795———
Transce3Nd, Llc0.00%38$3,901———
Horizon Financial Services, Llc0.00%36$3,526———
Richardson Financial Services Inc.0.00%5$518———
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Frequently asked questions about BAESY

  • Who are the largest institutional holders of BAESY?

    The largest institutional holders of BAESY reported in the latest SEC Form 13F filings include Altrius Capital Management Inc, First Merchants Corp, Sit Investment Associates Inc, Henry James International Management Inc., and Confluence Investment Management Llc. InsiderSet ranks institutional holders by their latest reported BAESY position.

  • What is BAESY institutional ownership?

    This page tracks BAESY positions reported by institutional investment managers through SEC Form 13F. BAE SYSTEMS PLC -SPON ADR (BAESY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BAESY?

    InsiderSet currently tracks 26 institutional managers reporting BAESY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BAESY shareholders.

  • How much BAESY stock do institutions own?

    Institutional investment managers disclosed approximately $28.56M in BAESY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BAESY institutional ownership last updated?

    The latest BAESY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional BAESY holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BAESY position after the reporting date.

  • Are institutions buying or selling BAESY?

    Institutional buying and selling can be analyzed by comparing BAESY positions across consecutive 13F reporting periods. InsiderSet's BAESY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BAESY ownership changes.

  • How has BAESY institutional ownership changed over time?

    InsiderSet tracks BAESY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.

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