BAE Systems PLC (BAESY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Altrius Capital Management Inc

INCREASED

Shares106,202 from 97,620

Change+8,582 (+9%)

Value$11.0M (+$1.4M)

Filed 2026-11-05

First Merchants Corp

DECREASED

Shares63,042 from 66,726

Change-3,684 (-6%)

Value$6.6M (+$25.1K)

Filed 2026-10-15

Henry James International Management Inc.

INCREASED

Shares30,099 from 25,997

Change+4,102 (+16%)

Value$3.1M (+$585.8K)

Filed 2026-10-14

Confluence Investment Management LLC

INCREASED

Shares13,537 from 13,420

Change+117 (+1%)

Value$1.4M (+$88.4K)

Filed 2026-10-01

Sterling Capital Management LLC

INCREASED

Shares9,230 from 9,096

Change+134 (+1%)

Value$960.1K (+$69.6K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares4,428 from 3,969

Change+459 (+12%)

Value$458.9K (+$70.1K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

INCREASED

Shares4,129 from 3,931

Change+198 (+5%)

Value$427.9K (+$42.8K)

Filed 2026-11-06

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares2,639 from 2,693

Change-54 (-2%)

Value$273.5K (+$9.7K)

Filed 2026-10-23

Alta Capital Management LLC/

DECREASED

Shares2,469 from 2,576

Change-107 (-4%)

Value$255.9K (+$3.5K)

Filed 2026-10-26

Atlas Capital Advisors Inc.

UNCHANGED

Shares1,051 from 1,051

Change0 (0%)

Value$67.3K (-$35.7K)

Filed 2026-11-09

First Command Advisory Services, Inc.

INCREASED

Shares952 from 164

Change+788 (+480%)

Value$98.7K (+$82.6K)

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares570

Change+570

Value$59.1K

Filed 2026-11-03

Boyd Watterson Asset Management LLC

UNCHANGED

Shares556 from 556

Change0 (0%)

Value$57.8K (+$3.4K)

Filed 2026-11-06

Westside Investment Management, Inc.

UNCHANGED

Shares362 from 362

Change0 (0%)

Value$37.0K (+$1.5K)

Filed 2026-11-02

Hantz Financial Services, Inc.

UNCHANGED

Shares189 from 189

Change0 (0%)

Value$20 (+$1)

Filed 2026-11-09

Ascentis Wealth Management, LLC

NEW

Shares60

Change+60

Value$6.2K

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$5.6K (+$307)

Filed 2026-10-30

Transce3nd, LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$3.9K (+$103)

Filed 2026-10-26

Horizon Financial Services, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$3.7K (+$205)

Filed 2026-11-04

Winch Advisory Services, LLC

NEW

Shares25

Change+25

Value$2.6K

Filed 2026-11-06

Richardson Financial Services Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$518 (+$28)

Filed 2026-10-30

Salomon & Ludwin, LLC

CLOSED

Shares0 from 512

Change-512 (-100%)

Value$0 (-$51.0K)

Filed 2026-10-29

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 304

Change-304 (-100%)

Value$0 (-$29.8K)

Filed 2026-10-26

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 139

Change-139 (-100%)

Value$0 (-$13.6K)

Filed 2026-10-14

Adirondack Trust Co

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$6.9K)

Filed 2026-10-14

RMG Wealth Management LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-26

SIT Investment Associates Inc

N/A

Shares— from 35,651

Change-35,651 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 10,143

Change-10,143 (-100%)

Value—

Calydon Capital

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

RNC Capital Management LLC

N/A

Shares— from 5,453

Change-5,453 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 1,178

Change-1,178 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 372

Change-372 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 208

Change-208 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 179

Change-179 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ninepoint Partners LP

N/A

Shares— from 37

Change-37 (-100%)

Value—

	Status
Altrius Capital Management Inc	INCREASED	106,202	97,620	+8,582	+9%	$9.6M	$11.0M	+$1.4M	2026-11-05
First Merchants Corp	DECREASED	63,042	66,726	-3,684	-6%	$6.5M	$6.6M	+$25.1K	2026-10-15
Henry James International Management Inc.	INCREASED	30,099	25,997	+4,102	+16%	$2.5M	$3.1M	+$585.8K	2026-10-14
Confluence Investment Management LLC	INCREASED	13,537	13,420	+117	+1%	$1.3M	$1.4M	+$88.4K	2026-10-01
Sterling Capital Management LLC	INCREASED	9,230	9,096	+134	+1%	$890.5K	$960.1K	+$69.6K	2026-10-22
Gamma Investing LLC	INCREASED	4,428	3,969	+459	+12%	$388.8K	$458.9K	+$70.1K	2026-10-08
PNC Financial Services Group, Inc.	INCREASED	4,129	3,931	+198	+5%	$385.0K	$427.9K	+$42.8K	2026-11-06
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	2,639	2,693	-54	-2%	$263.8K	$273.5K	+$9.7K	2026-10-23
Alta Capital Management LLC/	DECREASED	2,469	2,576	-107	-4%	$252.3K	$255.9K	+$3.5K	2026-10-26
Atlas Capital Advisors Inc.	UNCHANGED	1,051	1,051	0	0%	$102.9K	$67.3K	-$35.7K	2026-11-09
First Command Advisory Services, Inc.	INCREASED	952	164	+788	+480%	$16.1K	$98.7K	+$82.6K	2026-11-05
Ascentis Independent Advisors	NEW	570	—	+570	—	—	$59.1K	—	2026-11-03
Boyd Watterson Asset Management LLC	UNCHANGED	556	556	0	0%	$54.4K	$57.8K	+$3.4K	2026-11-06
Westside Investment Management, Inc.	UNCHANGED	362	362	0	0%	$35.5K	$37.0K	+$1.5K	2026-11-02
Hantz Financial Services, Inc.	UNCHANGED	189	189	0	0%	$19	$20	+$1	2026-11-09
Ascentis Wealth Management, LLC	NEW	60	—	+60	—	—	$6.2K	—	2026-11-03
Compass Financial Management LLC	UNCHANGED	54	54	0	0%	$5.3K	$5.6K	+$307	2026-10-30
Transce3nd, LLC	UNCHANGED	38	38	0	0%	$3.8K	$3.9K	+$103	2026-10-26
Horizon Financial Services, LLC	UNCHANGED	36	36	0	0%	$3.5K	$3.7K	+$205	2026-11-04
Winch Advisory Services, LLC	NEW	25	—	+25	—	—	$2.6K	—	2026-11-06
Richardson Financial Services Inc.	UNCHANGED	5	5	0	0%	$490	$518	+$28	2026-10-30
Salomon & Ludwin, LLC	CLOSED	0	512	-512	-100%	$51.0K	$0	-$51.0K	2026-10-29
Vermillion Wealth Management, Inc.	CLOSED	0	304	-304	-100%	$29.8K	$0	-$29.8K	2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	139	-139	-100%	$13.6K	$0	-$13.6K	2026-10-14
Adirondack Trust Co	CLOSED	0	70	-70	-100%	$6.9K	$0	-$6.9K	2026-10-14
RMG Wealth Management LLC	CLOSED	0	41	-41	-100%	$5.0K	$0	-$5.0K	2026-10-26
SIT Investment Associates Inc	N/A	—	35,651	-35,651	-100%	$3.5M	—	—	—
Rhumbline Advisers	N/A	—	10,143	-10,143	-100%	$993.5K	—	—	—
Calydon Capital	N/A	—	7,076	-7,076	-100%	$693.1K	—	—	—
RNC Capital Management LLC	N/A	—	5,453	-5,453	-100%	$534.1K	—	—	—
Wellington-Altus USA Inc.	N/A	—	1,178	-1,178	-100%	$136.7K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	372	-372	-100%	$36.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	208	-208	-100%	$20.4K	—	—	—
Ancora Advisors LLCA	N/A	—	179	-179	-100%	$17.5K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	100	-100	-100%	$9.8K	—	—	—
Ninepoint Partners LP	N/A	—	37	-37	-100%	$3.6K	—	—	—

Showing 36 of 36 institutions