BAE SYSTEMS PLC -SPON ADR (BAESY) Top Institutional Shareholders

BAE SYSTEMS PLC -SPON ADR (BAESY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $29.09M in BAESY holdings during the latest filing period.

Altrius Capital Management Inc is currently the largest disclosed institutional shareholder of BAESY tracked by InsiderSet, reporting ownership valued at approximately $10.70M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed BAESY value among the investors covered in this analysis. Major shareholders include Altrius Capital Management Inc, First Merchants Corp, Henry James International Management 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

33

Total Reported Value

$29.09M

Largest Holder

Altrius Capital Management Inc

Largest Position

$10.70M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

41

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Altrius Capital Management Inc2.13%91,841$10,699,571———
First Merchants Corp0.30%68,422$7,940,099———
Henry James International Management Inc.1.09%25,967$3,013,366———
Rhumbline Advisers0.00%10,059$1,171,867———
Sterling Capital Management Llc0.02%9,874$1,145,838———
Calydon Capital0.17%8,703$1,013,900———
Yousif Capital Management, Llc0.01%8,063$935,679———
Collaborative Fund Advisors, Llc0.55%7,699$896,934———
Pnc Financial Services Group, Inc.0.00%3,983$464,020———
Gamma Investing Llc0.02%3,873$451,205———
Pinnacle Wealth Management Advisory Group, Llc0.02%2,639$307,444———
Alta Capital Management Llc/0.02%2,624$305,696———
Riverbridge Partners Llc0.01%1,897$221,001———
Atlas Capital Advisors Inc.0.01%1,051$122,441———
Salomon & Ludwin, Llc0.01%661$80,345———
Ascentis Independent Advisors0.01%570$66,405———
Boyd Watterson Asset Management Llc/Oh0.02%556$64,522———
Westside Investment Management, Inc.0.01%362$44,001———
Financial Gravity Asset Management, Inc.0.01%372$43,338———
Ancora Advisors Llc0.00%149$17,358———
Thurston, Springer, Miller, Herd & Titak, Inc.0.01%139$16,193———
Ramirez Asset Management, Inc.0.00%125$14,506———
Front Row Advisors Llc0.00%100$11,650———
Mark Sheptoff Financial Planning, Llc0.01%100$11,279———
Adirondack Trust Co0.00%70$8,155———
Rmg Wealth Management Llc0.00%73$7,599———
Transce3Nd, Llc0.04%38$4,427———
Sit Investment Associates Inc0.08%35,476$4,133———
Ima Advisory Services, Inc.0.00%32$3,728———
Skyview Investment Advisors, Llc0.14%8,618$1,004———
Richardson Financial Services Inc.0.00%5$583———
First Command Advisory Services, Inc.0.00%1$117———
Hantz Financial Services, Inc.0.00%201$23———

Frequently asked questions about BAESY

  • Who owns the most BAESY stock?

    The largest holders of BAESY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BAE SYSTEMS PLC -SPON ADR (BAESY).

  • Is BAESY widely held by superinvestors?

    Many widely followed stocks like BAESY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BAESY is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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