Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free BAESY Stock Alerts

Bae Systems (BAESY) Institutional Ownership

Bae Systems logo
$98.50 +0.95 (+0.97%)
As of 10/9/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Bae Systems (OTCMKTS:BAESY)

Current
Institutional Ownership
Percentage
0.21%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$11.25M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.20M
Get BAESY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bae Systems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BAESY Institutional Buying and Selling by Quarter

Bae Systems Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GAMMA Investing LLC4,428$459K0.0%+11.6%0.001%
10/1/2026 Confluence Investment Management LLC13,537$1.40M0.0%+0.9%0.002%
7/7/2026GAMMA Investing LLC3,969$389K0.0%+2.5%0.001%
7/1/2026 Confluence Investment Management LLC13,420$1.31M0.0%+0.9%0.002%
5/8/2026PNC Financial Services Group Inc.3,983$464K0.0%+135.7%0.001%
4/28/2026Collaborative Fund Advisors LLC7,699$897K0.6%N/A0.001%
4/22/2026Sterling Capital Management LLC9,874$1.15M0.0%N/A0.001%
4/21/2026Pinnacle Wealth Management Advisory Group LLC2,639$307K0.0%N/A0.000%
4/18/2026Riverbridge Partners LLC1,897$221K0.0%N/A0.000%
4/17/2026First Merchants Corp68,422$7.94M0.3%+1.3%0.009%
2/25/2026Sit Investment Associates Inc.35,476$3.30M0.1%+2.6%0.005%
2/17/2026Calydon Capital8,703$808K0.1%-2.6%0.001%
2/16/2026Atlas Capital Advisors Inc.1,051$98K0.0%N/A0.000%
2/11/2026Ramirez Asset Management Inc.70,620$6.51M0.9%+6.8%0.009%
2/6/2026PNC Financial Services Group Inc.1,690$157K0.0%+9.0%0.000%
2/5/2026L & S Advisors Inc21,507$2.00M0.2%+14.1%0.003%
2/4/2026HighPoint Advisor Group LLC3,821$355K0.0%+30.1%0.001%
2/3/2026RNC Capital Management LLC5,655$525K0.0%+4.2%0.001%
2/2/2026Altrius Capital Management Inc93,878$8.72M1.8%+5.5%0.013%
1/28/2026Kingswood Wealth Advisors LLC2,707$250K0.0%N/A0.000%
1/12/2026First Merchants Corp67,568$6.23M0.2%+3.6%0.009%
1/5/2026 Confluence Investment Management LLC12,792$1.19M0.0%+4.7%0.002%
11/17/2025Calydon Capital8,936$998K0.2%-66.1%0.001%
11/17/2025Arrow Capital Pty Ltd49,507$5.53M0.1%N/A0.007%
11/13/2025Ramirez Asset Management Inc.66,093$7.33M1.0%-3.5%0.009%
11/7/2025L & S Advisors Inc18,845$2.11M0.2%+13.1%0.003%
11/7/2025PNC Financial Services Group Inc.1,550$173K0.0%-7.6%0.000%
11/5/2025Boyd Watterson Asset Management LLC OH556$62K0.0%-17.0%0.000%
11/5/2025Altrius Capital Management Inc88,967$9.94M2.3%-7.2%0.012%
11/5/2025Hantz Financial Services Inc.327$36K0.0%+73.0%0.000%
10/28/2025Meritage Portfolio Management6,441$720K0.0%-4.0%0.001%
10/23/2025Steigerwald Gordon & Koch Inc.394$44K0.0%N/A0.000%
10/22/2025First Merchants Corp65,230$7.23M0.3%+4.8%0.009%
10/21/2025Salomon & Ludwin LLC260$29K0.0%+3,150.0%0.000%
10/14/2025Yousif Capital Management LLC8,063$894K0.0%-12.7%0.001%
10/14/2025 Confluence Investment Management LLC12,215$1.37M0.0%+7.0%0.002%
10/2/2025GAMMA Investing LLC3,294$368K0.0%+16.1%0.000%
8/12/2025Rhumbline Advisers5,643$593K0.0%+2.9%0.001%
8/8/2025L & S Advisors Inc16,669$1.75M0.2%+27.2%0.002%
8/8/2025PNC Financial Services Group Inc.1,677$176K0.0%-6.0%0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
8/6/2025First Horizon Advisors Inc.1,046$110K0.0%+68.7%0.000%
7/30/2025RNC Capital Management LLC5,008$526K0.0%-39.7%0.001%
7/25/2025Yousif Capital Management LLC9,238$955K0.0%+8.1%0.001%
7/25/2025Meritage Portfolio Management6,708$705K0.0%-85.0%0.001%
7/24/2025Ramirez Asset Management Inc.68,509$7.08M1.1%+2.9%0.009%
7/23/2025First Merchants Corp62,252$6.44M0.2%+9.0%0.008%
7/14/2025GAMMA Investing LLC2,838$298K0.0%+25.6%0.000%
7/1/2025 Confluence Investment Management LLC11,413$1.20M0.0%+3.9%0.002%
5/29/2025Rhumbline Advisers5,485$451K0.0%+19.6%0.001%
5/16/2025RNC Capital Management LLC8,303$683K0.0%+2.1%0.001%
5/13/2025Corient IA LLC10,000$805K0.6%N/A0.001%
5/13/2025Sit Investment Associates Inc.35,012$2.88M0.1%-36.8%0.005%
5/12/2025Atlas Capital Advisors Inc.1,900$156K0.0%+116.9%0.000%
5/9/2025L & S Advisors Inc13,107$1.08M0.1%N/A0.002%
5/7/2025Ramirez Asset Management Inc.66,555$5.36M1.1%-1.8%0.009%
5/5/2025HighPoint Advisor Group LLC2,244$185K0.0%N/A0.000%
4/28/2025Meritage Portfolio Management44,590$3.67M0.2%-29.3%0.006%
4/28/2025First Horizon Advisors Inc.620$51K0.0%+49.4%0.000%
4/24/2025First Merchants Corp57,108$4.60M0.2%N/A0.008%
4/22/2025Altrius Capital Management Inc97,244$8.00M1.9%-14.1%0.013%
4/15/2025GAMMA Investing LLC2,260$186K0.0%+26.0%0.000%
4/14/2025Beach Investment Counsel Inc. PA98,678$8.11M1.2%-3.6%0.013%
4/8/2025Rhumbline Advisers5,485$451K0.0%+19.6%0.001%
4/7/2025GAMMA Investing LLC185,840$15.28M0.0%+10,259.0%0.025%
4/1/2025Confluence Investment Management LLC10,986$903K0.0%+19.3%0.001%
2/18/2025Principal Street Partners LLC8,859$506K0.1%-49.7%0.001%
2/14/2025AdvisorShares Investments LLC9,370$536K0.1%-16.6%0.001%
2/13/2025Sit Investment Associates Inc.55,390$3.17M0.1%+4.3%0.007%
2/12/2025Dorsey Wright & Associates43,256$2.49M0.6%-23.9%0.006%
2/12/2025Ramirez Asset Management Inc.67,760$3.90M0.8%+3.4%0.009%
2/5/2025Altrius Capital Management Inc113,168$6.47M1.7%+3.3%0.015%
1/28/2025RNC Capital Management LLC8,135$465K0.0%-3.3%0.001%
1/27/2025Meritage Portfolio Management63,107$3.61M0.2%-6.8%0.008%
1/27/2025Yousif Capital Management LLC8,548$492K0.0%-26.0%0.001%
1/27/2025Beach Investment Counsel Inc. PA102,366$5.85M0.8%-3.7%0.014%
1/17/2025Nisa Investment Advisors LLC450$26K0.0%N/A0.000%
1/2/2025Confluence Investment Management LLC9,209$526K0.0%-7.0%0.001%
11/15/2024Dorsey Wright & Associates56,856$3.78M0.9%+11.7%0.008%
11/13/2024Principal Street Partners LLC17,628$1.18M0.2%+99.0%0.002%
11/6/2024Altrius Capital Management Inc109,506$7.27M1.8%+2.3%0.014%
11/5/2024Paradigm Asset Management Co. LLC900$60K0.0%-18.2%0.000%
11/4/2024Meritage Portfolio Management67,699$4.49M0.3%-4.3%0.009%
11/1/2024Equitable Trust Co.43,382$2.88M0.2%-24.9%0.006%
10/31/2024Confluence Investment Management LLC9,899$657K0.0%-3.0%0.001%
8/15/2024Dorsey Wright & Associates50,920$3.40M0.9%-1.7%0.007%
8/12/2024Altrius Capital Management Inc107,036$7.16M1.9%-27.0%0.014%
8/8/2024AdvisorShares Investments LLC11,960$772K0.1%-2.3%0.002%
8/1/2024Rhumbline Advisers4,593$307K0.0%+29.3%0.001%
7/30/2024Atlas Capital Advisors LLC4,044$270K0.0%+68.9%0.001%
7/8/2024Beach Investment Counsel Inc. PA109,287$7.31M0.9%-12.5%0.014%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
7/2/2024GAMMA Investing LLC1,870$125K0.0%+20.8%0.000%
7/1/2024Confluence Investment Management LLC10,201$682K0.0%N/A0.001%
5/16/2024Silvercrest Asset Management Group LLC195,204$13.31M0.1%-2.7%0.026%
5/15/2024SVB Wealth LLC3,624$251K0.0%-23.4%0.000%
4/29/2024Meritage Portfolio Management72,973$5.06M0.3%-5.5%0.010%
4/26/2024Renaissance Group LLC106,061$7.24M0.3%N/A0.014%
4/25/2024Equitable Trust Co.57,841$3.94M0.3%+0.9%0.008%
4/15/2024Atlas Capital Advisors LLC2,394$166K0.0%-12.5%0.000%
4/5/2024GAMMA Investing LLC1,548$107K0.0%+16.4%0.000%
3/22/2024PNC Financial Services Group Inc.1,887$109K0.0%-18.7%0.000%


BAESY Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Bae Systems. The most heavily invested institutionals were Altrius Capital Management Inc ($8.72M), Beach Investment Counsel Inc. PA ($8.11M), First Merchants Corp ($7.94M), Ramirez Asset Management Inc. ($6.51M), Arrow Capital Pty Ltd ($5.53M), Sit Investment Associates Inc. ($3.30M), and Equitable Trust Co. ($2.88M).Learn more on Bae Systems' institutional investors.

0.21% of Bae Systems' stock is owned by institutional investors. Learn more on BAESY's institutional investor holdings.

Of the 27 institutional investors that purchased Bae Systems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($186.10K), First Merchants Corp ($68.42K), Arrow Capital Pty Ltd ($49.51K), L & S Advisors Inc ($21.51K), Altrius Capital Management Inc ($11.04K), Corient IA LLC ($10K), and Sterling Capital Management LLC ($9.87K).

Institutional investors have bought a total of 103,223 shares in the last 24 months. This purchase volume represents approximately $11.25M in transactions.

The following institutional investors have sold Bae Systems stock in the last 24 months: Calydon Capital ($17.69K), Altrius Capital Management Inc ($6.89K), Ramirez Asset Management Inc. ($2.42K), Yousif Capital Management LLC ($1.18K), Meritage Portfolio Management ($267.00), PNC Financial Services Group Inc. ($127.00), and Boyd Watterson Asset Management LLC OH ($114.00).

Institutional investors have sold a total of 28,679 shares in the last 24 months. This volume of shares sold represents approximately $3.20M in transactions.


Related Companies

Institutional ownership data for OTCMKTS:BAESY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel