BAE SYSTEMS PLC -SPON ADR (BAESY) Institutional Ownership Changes & 13F Activity

BAE SYSTEMS PLC -SPON ADR (BAESY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ramirez Asset Management, Inc., Henry James International Management Inc., Sterling Capital Management Llc, Collaborative Fund Advisors, Llc, and L & S Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Skyview Investment Advisors, LlcBuy+154+1.8%8,618$1.00MQ1 2026May 15, 2026
Rmg Wealth Management LlcBuy+73—73$7.60KQ1 2026May 14, 2026
Ramirez Asset Management, Inc.Sell-70,495-99.8%125$14.51KQ1 2026May 12, 2026
Rhumbline AdvisersSell-1,394-12.2%10,059$1.17MQ1 2026May 12, 2026
L & S Advisors IncSell-5,445-25.3%16,062$1.87MQ1 2026May 11, 2026
Alta Capital Management Llc/Buy+2,624—2,624$305.70KQ1 2026May 11, 2026
Salomon & Ludwin, LlcBuy+435+192.5%661$80.34KQ1 2026May 11, 2026
Mark Sheptoff Financial Planning, LlcBuy+100—100$11.28KQ1 2026May 11, 2026
Pnc Financial Services Group, Inc.Buy+2,293+135.7%3,983$464.02KQ1 2026May 08, 2026
Financial Gravity Asset Management, Inc.Buy+372—372$43.34KQ1 2026May 08, 2026
Transce3Nd, LlcSell-40-51.3%38$4.43KQ1 2026May 07, 2026
First Command Advisory Services, Inc.Buy+1—1$117.00Q1 2026May 07, 2026
Ima Advisory Services, Inc.Buy+6+23.1%32$3.73KQ1 2026May 06, 2026
Altrius Capital Management IncSell-2,037-2.2%91,841$10.70MQ1 2026May 05, 2026
Richardson Financial Services Inc.Buy+5—5$583.00Q1 2026May 04, 2026
Hantz Financial Services, Inc.Sell-82-29.0%201$23.00KQ1 2026May 01, 2026
Collaborative Fund Advisors, LlcBuy+7,699—7,699$896.93KQ1 2026Apr 28, 2026
Ascentis Independent AdvisorsBuy+570—570$66.41KQ1 2026Apr 28, 2026
Sterling Capital Management LlcBuy+9,874—9,874$1.15MQ1 2026Apr 22, 2026
Pinnacle Wealth Management Advisory Group, LlcBuy+2,639—2,639$307.44KQ1 2026Apr 21, 2026
Riverbridge Partners LlcBuy+1,897—1,897$221.00KQ1 2026Apr 17, 2026
First Merchants CorpBuy+854+1.3%68,422$7.94MQ1 2026Apr 16, 2026
Henry James International Management Inc.Buy+25,967—25,967$3.01MQ1 2026Apr 10, 2026
Gamma Investing LlcBuy+623+19.2%3,873$451.20KQ1 2026Apr 06, 2026
Confluence Investment Management LlcBuy+513+4.0%13,305$1.55MQ1 2026Apr 01, 2026
Wealth Preservation Advisors, LlcSell-59-100.0%0$0.00Q1 2026Feb 23, 2026
Ameriflex Group, Inc.Sell-28-100.0%0$0.00Q1 2026Feb 18, 2026
Signature Equity Partners, LlcSell-3,126-100.0%0$0.00Q1 2026Feb 17, 2026
Highpoint Advisor Group LlcSell-3,821-100.0%0$0.00Q1 2026Feb 04, 2026
Paradigm Asset Management Co LlcSell-800-100.0%0$0.00Q1 2026Feb 04, 2026
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Frequently asked questions about BAESY activity

  • Which institutional owners are buying BAESY?

    Institutional owners buying BAESY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BAESY activity?

    "Buy" means an investor increased their reported position in BAESY compared to the prior reporting period. This reflects growing exposure to BAE SYSTEMS PLC -SPON ADR (BAESY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BAESY increasing?

    Institutional interest in BAESY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.