BOEING CO BA 6 10.15.27
DEP CONV PFD A · PUBLIC · CUSIP 097023204
128
institutional holders
-1 vs Q4 2025
108.7m
shares reported held*
$7.5bnreported value*
18 new
46 added
37 reduced
17 sold out
net bought ≈ $512.7m (+4.6m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($896.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.31.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 111 |
| Q1 2025 | 118 |
| Q2 2025 | 135 |
| Q3 2025 | 133 |
| Q4 2025 | 129 |
| Q1 2026 | 128 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 67 | 41 |
| Q2 2025 | 73 | 51 |
| Q3 2025 | 64 | 47 |
| Q4 2025 | 59 | 61 |
| Q1 2026 | 64 | 54 |
Biggest buyers
| Capital World Investors | Added | +10.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +3.3m |
| Capital Research Global Investors | New | +2.9m |
| FMR LLC | Added | +2.0m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.7m |
| UBS Group AG | Added | +1.7m |
| Shaolin Capital Management LLC | New | +561.1k |
| Financial Sense Advisors, Inc. | Added | +254.3k |
| Portman Square Capital LLP | Added | +254.0k |
| VAN ECK ASSOCIATES CORP | Added | +190.6k |
Biggest sellers
| Capital International Investors | Reduced | -5.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -3.3m |
| KING STREET CAPITAL MANAGEMENT, L.P. | Sold out | -1.7m |
| Aequim Alternative Investments LP | Sold out | -1.6m |
| BANK OF MONTREAL /CAN/ | Reduced | -1.1m |
| BlackRock, Inc. | Reduced | -1.1m |
| FRANKLIN RESOURCES INC | Reduced | -586.4k |
| D. E. Shaw & Co., Inc. | Sold out | -458.7k |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | Reduced | -292.8k |
| LOOMIS SAYLES & CO L P | Reduced | -252.9k |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.39% of their portfolio | 43.7m $2.8bn | Added +10.8m |
| FMR LLC 0.03% of their portfolio | 9.0m $584.5m | Added +2.0m |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 8.6m $557.4m | Reduced -586.4k |
| BlackRock, Inc. 0.01% of their portfolio | 8.6m $557.3m | Reduced -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC 0.52% of their portfolio | 7.7m $502.7m | Added +1.7m |
| Capital International Investors 0.08% of their portfolio | 5.2m $334.4m | Reduced -5.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 3.3m $218.3m | New |
| VAN ECK ASSOCIATES CORP 0.15% of their portfolio | 3.1m $201.0m | Added +190.6k |
| Capital Research Global Investors 0.03% of their portfolio | 2.9m $190.6m | New |
| Calamos Advisors LLC 0.72% of their portfolio | 2.9m $185.8m | Reduced -246.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.4m $155.5m | Reduced -18.6k |
| UBS Group AG 0.02% of their portfolio | 1.7m $110.3m | Added +1.7m |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $95.3m | Reduced -83.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% of their portfolio | 1.4m $93.3m | Reduced -92.6k |
| Advisors Capital Management, LLC 0.94% of their portfolio | 1.2m $81.0m | Added +51.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.2m $78.0m | Added +51.6k |
| ADVENT CAPITAL MANAGEMENT /DE/ 1.67% of their portfolio | 867.2k $56.4m | Added +18.0k |
| MacKay Shields LLC 1.98% of their portfolio | 829.4k $53.9m | Reduced -683 |
| LORD, ABBETT & CO. LLC 0.15% of their portfolio | 704.8k $45.8m | Reduced -25.2k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 689.8k $44.8m | Reduced -43.9k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 654.9k $42.5m | Unchanged |
| Shaolin Capital Management LLC 1.54% of their portfolio | 561.1k $36.7m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 531.8k $34.6m | Reduced -17.2k |
| Invesco Ltd. 0.00% of their portfolio | 478.8k $31.1m | Added +17.5k |
| SSI INVESTMENT MANAGEMENT LLC 2.01% of their portfolio | 449.2k $29.2m | Reduced -79.2k |
| Nuveen, LLC 0.01% of their portfolio | 420.4k $27.3m | Added +92.5k |
| Financial Sense Advisors, Inc. 5.31% of their portfolio | 403.3k $26.2m | Added +254.3k |
| Portman Square Capital LLP 3.51% of their portfolio | 356.0k $23.0m | Added +254.0k |
| BARCLAYS PLC 0.01% of their portfolio | 327.0k $21.2m | Reduced -114.1k |
| Capital International, Inc./CA/ 0.16% of their portfolio | 316.6k $20.5m | Added +43.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 254.7k $16.3m | Reduced -52.1k |
| Oxbow Advisors, LLC 1.39% of their portfolio | 251.4k $16.3m | Added +24.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 225.7k $14.6m | Reduced -6.6k |
| WESTWOOD HOLDINGS GROUP INC 0.09% of their portfolio | 184.6k $12.0m | Unchanged |
| Nicholas Investment Partners, LP 0.84% of their portfolio | 179.2k $11.6m | Added +36.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 173.9k $11.3m | Added +88.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 171.3k $11.1m | Reduced -5.0k |
| BOURGEON CAPITAL MANAGEMENT LLC 1.74% of their portfolio | 153.9k $10.0m | Added +3.9k |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.73% of their portfolio | 120.5k $7.7m | Reduced -292.8k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 119.0k $7.7m | Added +10.9k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.15% of their portfolio | 110.0k $7.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 107.0k $6.9m | Reduced -3.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.40% of their portfolio | 105.8k $6.9m | Reduced -165 |
| RATIONAL ADVISORS, INC. 0.64% of their portfolio | 97.3k $6.3m | New |
| PIER 88 INVESTMENT PARTNERS LLC 1.62% of their portfolio | 97.3k $6.3m | New |
| HOHIMER WEALTH MANAGEMENT, LLC 0.67% of their portfolio | 84.8k $5.5m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 84.6k $5.5m | Added +17.3k |
| Focus Partners Wealth 0.01% of their portfolio | 83.0k $5.4m | Reduced -15 |
| PALISADE CAPITAL MANAGEMENT, LP 0.17% of their portfolio | 79.3k $5.1m | Unchanged |
| CAPITAL INTERNATIONAL SARL 0.08% of their portfolio | 72.0k $4.7m | Added +22.9k |
| Uniplan Investment Counsel, Inc. 0.44% of their portfolio | 66.5k $4.3m | Reduced -2.7k |
| GABELLI FUNDS LLC 0.03% of their portfolio | 66.1k $4.3m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 60.1k $3.9m | Added +6.9k |
| BlueCrest Capital Management Ltd 0.36% of their portfolio | 58.8k $3.8m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 54.3k $3.5m | Unchanged |
| JONES ROAD CAPITAL MANAGEMENT, L.P. 6.68% of their portfolio | 52.7k $3.4m | Unchanged |
| LAFFER TENGLER INVESTMENTS, INC. 0.49% of their portfolio | 51.0k $3.3m | Reduced -275 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 50.3k $3.3m | Added +5.8k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 50.0k $3.2m | Unchanged |
| SANDERS MORRIS HARRIS LLC 0.48% of their portfolio | 47.1k $3.1m | New |
| Point Windward Advisors Inc. 1.28% of their portfolio | 39.4k $2.6m | Reduced -2.5k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 36.0k $2.4m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.7k $2.3m | Added +1.3k |
| Palouse Capital Management, Inc. 1.52% of their portfolio | 35.4k $2.3m | Reduced -1.9k |
| AGF MANAGEMENT LTD 0.01% of their portfolio | 34.0k $2.2m | Added +17.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 31.4k $2.0m | Added +14.7k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 30.8k $2.0m | Added +3.4k |
| LAZARI CAPITAL MANAGEMENT, INC. 0.65% of their portfolio | 28.9k $1.9m | Reduced -1.9k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 28.0k $1.8m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 27.4k $1.8m | Added +6.5k |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC 0.29% of their portfolio | 25.0k $1.6m | Added +500 |
| LPL Financial LLC 0.00% of their portfolio | 24.4k $1.6m | Added +4.9k |
| Central Pacific Bank - Trust Division 0.20% of their portfolio | 24.1k $1.6m | Reduced -4.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 21.1k $1.4m | Added +36 |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 19.4k $3.9m | Reduced -252.9k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 18.5k $1.3m | New |
| Diversify Advisory Services, LLC 0.20% of their portfolio | 18.1k $1.3m | Added +70 |
| Calamos Wealth Management LLC 0.04% of their portfolio | 16.1k $1.0m | Added +249 |
| Cetera Investment Advisers 0.00% of their portfolio | 15.9k $1.0m | Added +3.3k |
| LuminArx Capital Management LP 0.73% of their portfolio | 15.0k $969.8k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 13.9k $904.5k | Added +1.9k |
| Ares Systematic Credit Ltd 0.64% of their portfolio | 13.1k $813.9k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.7k $761.0k | Reduced -823 |
| BRASADA CAPITAL MANAGEMENT, LP 0.13% of their portfolio | 11.1k $720.2k | New |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 10.5k $683.5k | Unchanged |
| Modern Wealth Management, LLC 0.01% of their portfolio | 10.2k $680.2k | Unchanged |
| Private Advisor Group, LLC 0.00% of their portfolio | 10.1k $652.6k | Added +888 |
| Asset Advisors Investment Management, LLC 0.04% of their portfolio | 6.9k $447.7k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.6k $86 | Added +260 |
| Banco Santander, S.A. 0.00% of their portfolio | 6.2k $402.5k | Unchanged |
| ANGELES WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 6.2k $402.4k | Added +1.2k |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 6.1k $397.8k | Added +7 |
| Matisse Capital 0.16% of their portfolio | 5.9k $382.8k | Unchanged |
| Raab & Moskowitz Asset Management LLC 0.08% of their portfolio | 5.8k $376.5k | Reduced -1.1k |
| Financiere des Professionnels - Fonds d'investissement inc. 0.02% of their portfolio | 5.6k $363.3k | Reduced -56.0k |
| Darden Wealth Group Inc 0.16% of their portfolio | 4.9k $317.9k | Unchanged |
| KELLY LAWRENCE W & ASSOCIATES INC/CA 0.09% of their portfolio | 4.8k $311.6k | Unchanged |
| Waterloo Capital, L.P. 0.02% of their portfolio | 4.7k $305.6k | Added +463 |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 4.7k $304.9k | New |
| AQR Arbitrage LLC 0.00% of their portfolio | 4.5k $292.4k | Reduced -750 |