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Bae Systems (BAESY) Institutional Ownership

Bae Systems logo
$106.11 0.00 (0.00%)
As of 07/2/2026 03:59 PM Eastern
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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)
$12.55M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.54M
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BAESY Institutional Buying and Selling by Quarter

Bae Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
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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%
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%


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 ($185.55K), 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 115,519 shares in the last 24 months. This purchase volume represents approximately $12.55M 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.


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This page (OTCMKTS:BAESY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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