Institutional Ownership Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA). We have compiled data on the 2,538 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,020
shares
|
$465,630
0.02% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,017
shares
|
$464,938
0.33% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,009
shares
|
$463,094
0.14% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
2,005
shares
|
$462,172
0.16% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$461,020
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$461,020
0.12% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$461,020
0.17% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,999
shares
|
$460,789
0.11% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
1,993
shares
|
$459,406
0.19% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,987
shares
|
$458,023
0.06% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
1,985
shares
|
$457,562
0.19% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,974
shares
|
$455,026
0.13% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,973
shares
|
$454,796
0.0% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,964
shares
|
$452,721
0.06% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
1,963
shares
|
$452,491
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
1,962
shares
|
$452,260
0.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,961
shares
|
$452,030
0.06% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,960
shares
|
$451,799
0.03% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,956
shares
|
$450,877
0.05% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,955
shares
|
$450,647
0.11% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,949
shares
|
$449,263
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,946
shares
|
$448,572
0.12% of portfolio
|
Q3 2023
Reduced 1.52%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,944
shares
|
$448,111
0.02% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,933
shares
|
$445,575
0.02% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
1,933
shares
|
$445,575
0.16% of portfolio
|
Q2 2025
Reduced 1.63%
|