Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

Bae Systems (BAESY) Institutional Ownership

Bae Systems logo
$106.48 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
0.21%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.65M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.54M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 PNC Financial Services Group Inc.3,983$464K0.0%+135.7%0.001%
4/28/2026 Collaborative Fund Advisors LLC7,699$897K0.6%N/A0.001%
4/22/2026 Sterling Capital Management LLC9,874$1.15M0.0%N/A0.001%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC2,639$307K0.0%N/A0.000%
4/18/2026 Riverbridge Partners LLC1,897$221K0.0%N/A0.000%
4/17/2026 First Merchants Corp68,422$7.94M0.3%+1.3%0.009%
2/25/2026 Sit Investment Associates Inc.35,476$3.30M0.1%+2.6%0.005%
2/17/2026 Calydon Capital8,703$808K0.1%-2.6%0.001%
2/16/2026 Atlas Capital Advisors Inc.1,051$98K0.0%N/A0.000%
2/11/2026 Ramirez Asset Management Inc.70,620$6.51M0.9%+6.8%0.009%
2/6/2026 PNC Financial Services Group Inc.1,690$157K0.0%+9.0%0.000%
2/5/2026 L & S Advisors Inc21,507$2.00M0.2%+14.1%0.003%
2/4/2026 HighPoint Advisor Group LLC3,821$355K0.0%+30.1%0.001%
2/3/2026RNC Capital Management LLC5,655$525K0.0%+4.2%0.001%
2/2/2026 Altrius Capital Management Inc93,878$8.72M1.8%+5.5%0.013%
1/28/2026 Kingswood Wealth Advisors LLC2,707$250K0.0%N/A0.000%
1/12/2026 First 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%
11/17/2025 Calydon Capital8,936$998K0.2%-66.1%0.001%
11/17/2025 Arrow Capital Pty Ltd49,507$5.53M0.1%N/A0.007%
11/13/2025 Ramirez Asset Management Inc.66,093$7.33M1.0%-3.5%0.009%
11/7/2025 L & S Advisors Inc18,845$2.11M0.2%+13.1%0.003%
11/7/2025 PNC Financial Services Group Inc.1,550$173K0.0%-7.6%0.000%
11/5/2025 Boyd Watterson Asset Management LLC OH556$62K0.0%-17.0%0.000%
11/5/2025 Altrius Capital Management Inc88,967$9.94M2.3%-7.2%0.012%
11/5/2025 Hantz Financial Services Inc.327$36K0.0%+73.0%0.000%
10/28/2025Meritage Portfolio Management6,441$720K0.0%-4.0%0.001%
10/23/2025 Steigerwald Gordon & Koch Inc.394$44K0.0%N/A0.000%
10/22/2025 First Merchants Corp65,230$7.23M0.3%+4.8%0.009%
10/21/2025 Salomon & Ludwin LLC260$29K0.0%+3,150.0%0.000%
10/14/2025 Yousif 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%
10/2/2025 GAMMA Investing LLC3,294$368K0.0%+16.1%0.000%
8/12/2025 Rhumbline Advisers5,643$593K0.0%+2.9%0.001%
8/8/2025 L & S Advisors Inc16,669$1.75M0.2%+27.2%0.002%
8/8/2025 PNC Financial Services Group Inc.1,677$176K0.0%-6.0%0.000%
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%
7/25/2025 Yousif Capital Management LLC9,238$955K0.0%+8.1%0.001%
7/25/2025Meritage Portfolio Management6,708$705K0.0%-85.0%0.001%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
7/24/2025 Ramirez Asset Management Inc.68,509$7.08M1.1%+2.9%0.009%
7/23/2025 First Merchants Corp62,252$6.44M0.2%+9.0%0.008%
7/14/2025 GAMMA 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%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
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%
2/14/2024AdvisorShares Investments LLC12,091$699K0.2%N/A0.002%
2/13/2024Dorsey Wright & Associates53,595$3.05M0.9%-7.1%0.007%
2/7/2024Principal Street Partners LLC10,923$632K0.2%-50.0%0.001%
2/6/2024Todd Asset Management LLC423,145$24.39M0.5%-3.6%0.056%


BAESY Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 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 28 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 ($185.87K), First Merchants Corp ($68.42K), Arrow Capital Pty Ltd ($49.51K), L & S Advisors Inc ($21.51K), Confluence Investment Management LLC ($13.78K), Altrius Capital Management Inc ($11.04K), and Corient IA LLC ($10K).

Institutional investors have bought a total of 116,728 shares in the last 24 months. This purchase volume represents approximately $12.65M in transactions.

The following institutional investors have sold Bae Systems stock in the last 24 months: Meritage Portfolio Management ($38.15K), Calydon Capital ($17.69K), Altrius Capital Management Inc ($6.89K), RNC Capital Management LLC ($3.30K), Ramirez Asset Management Inc. ($2.42K), Yousif Capital Management LLC ($1.18K), and PNC Financial Services Group Inc. ($234.00).

Institutional investors have sold a total of 69,963 shares in the last 24 months. This volume of shares sold represents approximately $7.54M in transactions.



This page (OTCMKTS:BAESY) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners