Boeing (BA) Institutional Ownership

$180.73
+2.29 (+1.28%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Boeing (NYSE:BA)

Current
Institutional Ownership
Percentage
64.82%
Number of
Institutional Buyers
(last 12 months)
1555
Total
Institutional Inflows
(last 12 months)
$10.80B
Number of
Institutional Sellers
(last 12 months)
1197
Total
Institutional Outflows
(last 12 months)
$3.99B
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BA Institutional Buying and Selling by Quarter

Boeing Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Freestone Capital Holdings LLC9,213$1.78M0.1%+2.4%0.002%
5/14/2024CreativeOne Wealth LLC5,350$1.03M0.0%+21.8%0.001%
5/14/2024Delap Wealth Advisory LLC1,829$353K0.1%N/A0.000%
5/14/2024EntryPoint Capital LLC638$123K0.1%+186.1%0.000%
5/14/2024Sculati Wealth Management LLC9,288$1.79M0.8%-3.2%0.002%
5/14/2024Shell Asset Management Co.5,165$997K0.0%-42.6%0.001%
5/14/2024Northwest Wealth Management LLC1,858$359K0.1%+110.9%0.000%
5/14/2024Mattern Wealth Management LLC6,615$1.28M0.3%+1.1%0.001%
5/14/2024Payden & Rygel Investment Group3,200$618K0.0%N/A0.001%
5/14/2024Crewe Advisors LLC3,882$749K0.1%N/A0.001%
5/14/2024Leelyn Smith LLC17,921$3.46M0.7%+2.5%0.003%
5/14/2024MQS Management LLC1,227$237K0.1%N/A0.000%
5/14/2024 Natixis92,020$17.76M0.1%-8.0%0.015%
5/14/2024 InterOcean Capital Group LLC5,511$1.06M0.0%+2.5%0.001%
5/14/2024 Pitcairn Co.2,645$510K0.0%+25.1%0.000%
5/14/2024 CANADA LIFE ASSURANCE Co152,723$29.47M0.1%-22.4%0.025%
5/14/2024 Oxford Financial Group LTD. LLC4,048$781K0.1%-31.4%0.001%
5/14/2024 American International Group Inc.147,711$28.51M0.1%+0.2%0.024%
5/14/2024 Vaughan David Investments LLC IL3,397$656K0.0%-47.0%0.001%
5/14/2024 RB Capital Management LLC2,111$407K0.1%+14.2%0.000%
5/14/2024 Lake Street Advisors Group LLC56,254$10.86M0.5%+1.7%0.009%
5/14/2024 Burgundy Asset Management Ltd.50,000$9.65M0.1%+42.9%0.008%
5/13/2024 Atlanta Consulting Group Advisors LLC1,180$228K0.1%N/A0.000%
5/13/2024 Delta Asset Management LLC TN342$66K0.0%-30.5%0.000%
5/13/2024 UniSuper Management Pty Ltd12,542$2.42M0.0%+180.5%0.002%
5/13/2024 Invesco LLC2,881$556K0.2%-19.6%0.000%
5/13/2024 O Shaughnessy Asset Management LLC35,890$6.93M0.1%-10.1%0.006%
5/13/2024 Ameritas Investment Partners Inc.6,236$1.20M0.0%-1.3%0.001%
5/13/2024 Rockport Wealth LLC2,159$416K0.1%N/A0.000%
5/11/2024 Gifford Fong Associates8,735$1.69M0.5%-53.3%0.001%
5/11/2024 Davis R M Inc.3,029$585K0.0%+2.9%0.000%
5/11/2024 Beaumont Financial Advisors LLC1,590$307K0.0%-7.2%0.000%
5/11/2024 Northern Capital Management Inc.2,316$447K0.3%+13.3%0.000%
5/11/2024 Jacobi Capital Management LLC13,242$2.56M0.2%-4.3%0.002%
5/11/2024 Edgestream Partners L.P.1,608$310K0.0%-86.1%0.000%
5/11/2024 Strait & Sound Wealth Management LLC4,261$822K0.5%-3.4%0.001%
5/11/2024 Chiron Capital Management LLC1,758$339K0.3%+12.8%0.000%
5/11/2024 Patten & Patten Inc. TN12,998$2.51M0.2%+12.6%0.002%
5/10/2024 Allstate Corp1,845$356K0.0%+10.8%0.000%
5/10/2024 Blue Barn Wealth LLC1,304$252K0.1%N/A0.000%
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5/10/2024 Acadian Asset Management LLC265$51K0.0%-89.9%0.000%
5/10/2024 TIAA Trust National Association106,483$20.55M0.1%-4.8%0.017%
5/10/2024 Vanguard Group Inc.49,724,770$9.60B0.2%+2.5%8.100%
5/10/2024 Cornerstone Advisors LLC39,100$7.55M0.3%-5.3%0.006%
5/10/2024 Intech Investment Management LLC194,189$37.48M0.5%+8.6%0.032%
5/10/2024 Nicolet Advisory Services LLC9,625$1.71M0.2%+4.6%0.002%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp290,952$56.14M0.1%-7.5%0.047%
5/10/2024 Pinnacle Wealth Planning Services Inc.3,546$684K0.1%-5.2%0.001%
5/10/2024 Towercrest Capital Management1,357$262K0.0%+5.2%0.000%
5/10/2024 First Foundation Advisors5,340$1.03M0.0%-3.1%0.001%
5/10/2024 Banco Santander S.A.73,879$14.26M0.2%-5.3%0.012%
5/10/2024 Tocqueville Asset Management L.P.103,419$19.96M0.3%-1.2%0.017%
5/10/2024 Sentry Investment Management LLC3,287$634K0.2%+10.5%0.001%
5/10/2024 TCTC Holdings LLC11,007$2.12M0.1%-5.5%0.002%
5/10/2024 1ST Source Bank6,240$1.20M0.1%-31.9%0.001%
5/10/2024 Garrison Point Advisors LLC3,228$623K0.4%-3.0%0.001%
5/10/2024 GM Advisory Group LLC10,992$2.12M0.1%N/A0.002%
5/10/2024 Nwam LLC22,892$4.16M0.3%-43.7%0.004%
5/10/2024 Trust Investment Advisors7,203$1.39M1.0%+2.3%0.001%
5/10/2024 Banco BTG Pactual S.A.10,000$1.93M0.3%+316.0%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC8,220$1.59M0.1%+3.4%0.001%
5/9/2024 Brighton Jones LLC20,471$3.95M0.1%+3.0%0.003%
5/9/2024 Leo Wealth LLC2,453$469K0.0%+20.8%0.000%
5/9/2024 Private Portfolio Partners LLC7,813$1.51M0.3%+86.1%0.001%
5/9/2024 Orion Portfolio Solutions LLC43,865$8.47M0.1%+274.1%0.007%
5/9/2024 Blair William & Co. IL171,708$33.14M0.1%-17.0%0.028%
5/9/2024 HBK Sorce Advisory LLC9,370$1.81M0.1%-10.0%0.002%
5/9/2024 Midwest Professional Planners LTD.1,370$264K0.1%+51.4%0.000%
5/9/2024 Kingsview Wealth Management LLC24,892$4.80M0.1%+12.3%0.004%
5/9/2024 Wealthquest Corp1,881$363K0.0%-15.4%0.000%
5/9/2024 Delta Investment Management LLC1,815$350K0.1%N/A0.000%
5/9/2024 Planning Directions Inc.2,904$560K0.4%-2.2%0.000%
5/9/2024 TBH Global Asset Management LLC2,044$394K0.1%-31.1%0.000%
5/9/2024 SageView Advisory Group LLC2,807$542K0.0%-93.1%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.931,916$179.85M0.2%+16.6%0.152%
5/9/2024 Roanoke Asset Management Corp NY29,141$5.62M1.8%-0.2%0.005%
5/9/2024 Angeles Wealth Management LLC1,524$294K0.0%+4.2%0.000%
5/9/2024 Jackson Square Partners LLC44,773$8.64M0.4%-7.8%0.007%
5/9/2024 State Board of Administration of Florida Retirement System602,168$127.92M0.2%+3.4%0.098%
5/9/2024 Eagle Bay Advisors LLC534$103K0.1%-17.8%0.000%
5/9/2024 TD Asset Management Inc379,344$73.21M0.1%+7.7%0.062%
5/9/2024 Dearborn Partners LLC4,065$785K0.0%+13.3%0.001%
5/9/2024 Pettyjohn Wood & White Inc.18,427$3.56M0.7%+2.9%0.003%
5/9/2024 Koshinski Asset Management Inc.3,696$713K0.1%-4.8%0.001%
5/8/2024 Entropy Technologies LP22,352$4.31M0.5%+329.3%0.004%
5/8/2024 Berkshire Money Management Inc.1,188$229K0.0%N/A0.000%
5/8/2024 Edmond DE Rothschild Holding S.A.2,072$400K0.0%-71.8%0.000%
5/8/2024 QCM Cayman Ltd.2,013$388K5.2%N/A0.000%
5/8/2024 Paladin Advisory Group LLC513$97K0.1%-33.6%0.000%
5/8/2024 Bleakley Financial Group LLC15,536$3.00M0.1%+10.9%0.003%
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5/8/2024 Great Diamond Partners LLC6,174$1.19M0.3%+17.5%0.001%
5/8/2024 ProShare Advisors LLC169,119$32.64M0.1%-19.6%0.028%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS125,906$24.30M0.2%+1.1%0.021%
5/8/2024 Avantax Advisory Services Inc.34,557$6.67M0.1%-9.9%0.006%
5/8/2024 US Bancorp DE291,881$56.33M0.1%-17.5%0.048%
5/8/2024 SP Asset Management LLC1,068$206K0.0%N/A0.000%
5/8/2024 Hohimer Wealth Management LLC4,294$829K0.2%-18.9%0.001%
5/8/2024 Russell Investments Group Ltd.44,706$8.63M0.0%-44.5%0.007%
5/8/2024 Washington Trust Advisors Inc.1,764$340K0.0%-13.4%0.000%
5/8/2024 Roffman Miller Associates Inc. PA70,918$13.69M0.9%-3.0%0.012%
(Data available from 1/1/2016 forward)

BA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BA shares?

During the previous two years, 2,556 institutional investors and hedge funds held shares of Boeing. The most heavily invested institutionals were Aspire Private Capital LLC ($29.74B), Vanguard Group Inc. ($9.60B), Newport Trust Co ($8.63B), Newport Trust Company LLC ($8.44B), BlackRock Inc. ($7.77B), State Street Corp ($5.58B), and FMR LLC ($3.74B).Learn more on BA's institutional investors.

What percentage of Boeing stock is owned by institutional investors?

64.82% of Boeing stock is owned by institutional investors. Learn more on BA's institutional investor holdings.

Which institutional investors have been buying Boeing stock?

Of the 2,239 institutional investors that purchased Boeing stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($4.61M), Fisher Asset Management LLC ($4.21M), Jennison Associates LLC ($4.20M), BlackRock Inc. ($3.55M), Vanguard Group Inc. ($3.14M), Wellington Management Group LLP ($3.00M), and FMR LLC ($2.78M).

How much institutional buying is happening at Boeing?

Institutional investors have bought a total of 85,465,281 shares in the last 24 months. This purchase volume represents approximately $17.20B in transactions.

Which Boeing major shareholders have been selling company stock?

Of the 1,659 institutional investors that sold Boeing stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($6.71M), Newport Trust Co ($4.34M), Newport Trust Company LLC ($2.17M), Deutsche Bank AG ($1.86M), Fisher Asset Management LLC ($1.43M), Adage Capital Partners GP L.L.C. ($1.29M), and Van ECK Associates Corp ($1.13M).

How much institutional selling is happening at Boeing?

Institutional investors have sold a total of 43,455,391 shares in the last 24 months. This volume of shares sold represents approximately $8.44B in transactions.


This page (NYSE:BA) was last updated on 5/15/2024 by MarketBeat.com Staff

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