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