Institutional Ownership Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA). We have compiled data on the 2,531 institutions that hold shares in the stock, with a total of 517 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19
shares
|
$4,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
16
shares
|
$3,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
16
shares
|
$3,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
15
shares
|
$3,399
0.0% of portfolio
|
Q4 2024
Reduced 97.56%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
15
shares
|
$3,399
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
15
shares
|
$3,399
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
13
shares
|
$2,945
0.0% of portfolio
|
Q1 2025
Reduced 74.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
13
shares
|
$2,945
0.0% of portfolio
|
Q4 2024
Reduced 94.01%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
13
shares
|
$2,945
0.0% of portfolio
|
Q1 2025
Reduced 88.5%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
13
shares
|
$2,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
12
shares
|
$2,719
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
11
shares
|
$2,492
0.0% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
11
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$1,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
7
shares
|
$1,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7
shares
|
$1,586
0.03% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
6
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
5
shares
|
$1,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,133
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5
shares
|
$1,133
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3
shares
|
$679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
3
shares
|
$679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2
shares
|
$453
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|