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BAE Systems PLC (BAESY)

CUSIP: 05523R107 | US | Industrials · Aerospace & Defense | Large Cap | 153 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Altrius Capital Management Inc106,202
2.0% of portfolio›$11.0M
First Merchants Corp63,042
0.2% of portfolio›$6.6M
Henry James International Management Inc.30,099
0.9% of portfolio›$3.1M
Confluence Investment Management LLC13,537
0.0% of portfolio›$1.4M
Sterling Capital Management LLC9,230
0.0% of portfolio›$960.1K
Gamma Investing LLC4,428
0.0% of portfolio›$458.9K
PNC Financial Services Group, Inc.4,129
0.0% of portfolio›$427.9K
Pinnacle Wealth Management Advisory Group, LLC2,639
0.0% of portfolio›$273.5K
Alta Capital Management LLC/2,469
0.0% of portfolio›$255.9K
First Command Advisory Services, Inc.952
0.0% of portfolio›$98.7K
Ascentis Independent Advisors570
0.0% of portfolio›$59.1K
Boyd Watterson Asset Management LLC556
0.0% of portfolio›$57.8K
Westside Investment Management, Inc.362
0.0% of portfolio›$37.0K
Ascentis Wealth Management, LLC60
0.0% of portfolio›$6.2K
Compass Financial Management LLC54
0.0% of portfolio›$5.6K
Transce3nd, LLC38
0.0% of portfolio›$3.9K
Horizon Financial Services, LLC36
0.0% of portfolio›$3.7K
Winch Advisory Services, LLC25
0.0% of portfolio›$2.6K
Richardson Financial Services Inc.5
0.0% of portfolio›$518
StyleTurnoverLocationFiled
Altrius Capital Management Inc
106,202$11.0M2.0%YieldMediumNew Bern, NC2026-11-05
First Merchants Corp
63,042$6.6M0.2%GrowthLowMuncie, IN2026-10-15
Henry James International Management Inc.
30,099$3.1M0.9%GARPLowNew York, NY2026-10-14
Confluence Investment Management LLC
13,537$1.4M0.0%ValueMediumSt. Louis, MO2026-10-01
Sterling Capital Management LLC
9,230$960.1K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
4,428$458.9K0.0%IndexVery LowFoster City, CA2026-10-08
PNC Financial Services Group, Inc.
4,129$427.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
2,639$273.5K0.0%GrowthLowRed Bank, NJ2026-10-23
Alta Capital Management LLC/
2,469$255.9K0.0%GrowthMediumSalt Lake City, UT2026-10-26
First Command Advisory Services, Inc.
952$98.7K0.0%IndexLowFort Worth, TX2026-11-05
Ascentis Independent Advisors
570$59.1K0.0%ETFLowDallas, TX2026-11-03
Boyd Watterson Asset Management LLC
556$57.8K0.0%CoreLowCleveland, OH2026-11-06
Westside Investment Management, Inc.
362$37.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Ascentis Wealth Management, LLC
60$6.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Compass Financial Management LLC
54$5.6K0.0%CoreN/ATampa, FL2026-10-30
Transce3nd, LLC
38$3.9K0.0%GrowthLowBuda, TX2026-10-26
Horizon Financial Services, LLC
36$3.7K0.0%ETFLowWinston Salem, NC2026-11-04
Winch Advisory Services, LLC
25$2.6K0.0%GrowthVery LowAppleton, WI2026-11-06
Richardson Financial Services Inc.
5$5180.0%GrowthMediumMedway, MA2026-10-30