BOOZ ALLEN HAMILTON HLDG COR BAH
CL A · Common Stock · CUSIP 099502106 · ISIN US0995021062
Technology consulting firm from the United States
- SectorIndustrials
- IndustryServices-Management Consulting Services
- HeadquartersMclean, VA
- Founded1914
- Websiteboozallen.com
- FilingsSEC EDGAR
* 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 ($34.5m this quarter). Holder counts are more reliable. Shares outstanding: 131.0m as of 2023-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $111.16. Options: 10 managers hold calls ($16.8m notional), 9 hold puts ($32.6m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 568 |
| Q4 2022 | 636 |
| Q1 2023 | 618 |
| Q2 2023 | 616 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 317 | 262 |
| Q1 2023 | 304 | 298 |
| Q2 2023 | 277 | 316 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $16.4m | $10.1m | 0.61 |
| Q4 2022 | $10.0m | $11.8m | 1.18 |
| Q1 2023 | $6.7m | $7.4m | 1.11 |
| Q2 2023 | $16.8m | $32.6m | 1.94 |
Biggest buyers
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.1m |
| NAYA CAPITAL MANAGEMENT UK LTD | New | +1.0m |
| Caisse de depot et placement du Quebec | Added | +1.0m |
| BESSEMER GROUP INC | Added | +934.1k |
| Bank Julius Baer & Co. Ltd, Zurich | Added | +726.5k |
| AXIOM INVESTORS LLC /DE | Added | +513.3k |
| DekaBank Deutsche Girozentrale | Added | +494.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +436.4k |
| GOLDMAN SACHS GROUP INC | Added | +354.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +336.0k |
Biggest sellers
| FMR LLC | Reduced | -899.7k |
| Invesco Ltd. | Reduced | -841.4k |
| AGF MANAGEMENT LTD | Sold out | -791.3k |
| Woodline Partners LP | Sold out | -433.3k |
| FIRST TRUST ADVISORS LP | Reduced | -320.6k |
| Qube Research & Technologies Ltd | Reduced | -320.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -313.3k |
| CITADEL ADVISORS LLC | Reduced | -303.3k |
| Point72 Asset Management, L.P. | Reduced | -263.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -261.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m34.9k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m30.4k shares |
| PEAK6 Investments LLC | New | $2.7m24.3k shares |
| Walleye Trading LLC | New | $2.4m21.7k shares |
| SIMPLEX TRADING, LLC | Unchanged | $1.3m11.9k shares |
| Verition Fund Management LLC | New | $1.1m10.0k shares |
| JANE STREET GROUP, LLC | Added | $937.4k8.4k shares |
| WOLVERINE TRADING, LLC | Added | $506.1k4.6k shares |
| GROUP ONE TRADING LLC | New | $468.7k4.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $15.1m134.9k shares |
| CITADEL ADVISORS LLC | Added | $8.8m78.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m44.9k shares |
| JANE STREET GROUP, LLC | New | $1.3m11.9k shares |
| GROUP ONE TRADING LLC | Added | $1.1m9.8k shares |
| PEAK6 Investments LLC | Added | $524.5k4.7k shares |
| SIMPLEX TRADING, LLC | Added | $446.0k4.0k shares |
| WOLVERINE TRADING, LLC | New | $319.1k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +4.6 pts · filed 2026-01-08 | 10.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.5% |
| PRIMECAP MANAGEMENT CO/CA/ 13G · institution new · filed 2026-08-06 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.5%, 2026-08-14), T. Rowe Price Investment Management, Inc. (3.6%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.7m | — |
| Q1 2022 | 0 | — | 1 | $2.4m | — |
| Q2 2022 | 0 | — | 4 | $18.8m | — |
| Q3 2022 | 0 | — | 6 | $10.0m | — |
| Q4 2022 | 0 | — | 3 | $1.5m | — |
| Q1 2023 | 0 | — | 1 | $1.6m | — |
| Q2 2023 | 0 | — | 5 | $16.0m | $11.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-30 | Laben Nancy EVP & Chief Legal Officer | Sold plan | $8.0k71 shares |
| 2023-06-21 | ANDERSON KRISTINE EVP & Chief Operating Officer | Sold plan | $557.0k5.1k shares |
| 2023-06-21 | Laben Nancy EVP & Chief Legal Officer | Sold plan | $452.9k4.1k shares |
| 2023-06-16 | ROZANSKI HORACIO President and CEO, director | Sold | $4.8m44.7k shares |
| 2023-06-13 | Laben Nancy EVP & Chief Legal Officer | Sold plan | $432.3k4.1k shares |
| 2023-06-02 | ROZANSKI HORACIO President and CEO, director | Sold plan | $4.6m44.7k shares |
| 2023-05-31 | Penfield Susan L EVP & Chief Technology Officer | Sold plan | $2.3m22.6k shares |
| 2023-04-21 | Thompson Elizabeth M EVP & Chief People Officer | Sold plan | $2.8m27.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 13.2m $1.5bn | Reduced -195.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.17% of their portfolio | 10.7m $1.2bn | Reduced -67.0k |
| BlackRock Inc. 0.03% of their portfolio | 9.9m $1.1bn | Added +146.9k |
| MORGAN STANLEY 0.05% of their portfolio | 4.7m $527.3m | Reduced -253.6k |
| WCM INVESTMENT MANAGEMENT, LLC 1.37% of their portfolio | 4.1m $459.6m | Reduced -28.9k |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 3.8m $426.9m | Reduced -261.8k |
| STATE STREET CORP 0.02% of their portfolio | 2.9m $320.5m | Reduced -125.4k |
| 1832 Asset Management L.P. 0.51% of their portfolio | 2.3m $260.9m | Added +20.7k |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 2.3m $255.5m | Reduced -320.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.3m $254.7m | Reduced -2.2k |
| Black Creek Investment Management Inc. 8.25% of their portfolio | 2.1m $235.7m | Added +126.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.1m $229.7m | Added +60.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $165.4m | Reduced -153.3k |
| NORGES BANK 0.03% of their portfolio | 1.4m $157.4m | Added +34.0k |
| TRUIST FINANCIAL CORP 0.26% of their portfolio | 1.4m $155.4m | Reduced -33.4k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 1.3m $143.5m | Added +436.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 1.2m $138.5m | Added +1.1m |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 1.2m $138.0m | Reduced -102.4k |
| Caisse de depot et placement du Quebec 0.36% of their portfolio | 1.2m $135.4m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $121.8m | Reduced -114.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.1m $120.3m | Added +354.6k |
| GW&K Investment Management, LLC 1.12% of their portfolio | 1.1m $117.9m | Reduced -94.3k |
| CONGRESS ASSET MANAGEMENT CO 1.02% of their portfolio | 1.0m $117.0m | Reduced -5.6k |
| NAYA CAPITAL MANAGEMENT UK LTD 11.92% of their portfolio | 1.0m $115.9m | New |
| AXIOM INVESTORS LLC /DE 1.72% of their portfolio | 1.0m $115.7m | Added +513.3k |
| BESSEMER GROUP INC 0.22% of their portfolio | 940.7k $105.0m | Added +934.1k |
| APG Asset Management N.V. 0.19% of their portfolio | 929.2k $95.1m | Reduced -89.9k |
| AVIVA PLC 0.42% of their portfolio | 915.1k $102.1m | Added +28.6k |
| EAGLE ASSET MANAGEMENT INC 0.55% of their portfolio | 885.7k $98.8m | Added +201.9k |
| Bank Julius Baer & Co. Ltd, Zurich 0.57% of their portfolio | 864.4k $96.5m | Added +726.5k |
| LAZARD ASSET MANAGEMENT LLC 0.12% of their portfolio | 860.6k $96.0m | Added +54.5k |
| ARGENT CAPITAL MANAGEMENT LLC 3.07% of their portfolio | 847.2k $94.5m | Reduced -12.2k |
| California Public Employees Retirement System 0.08% of their portfolio | 842.5k $94.0m | Reduced -37.8k |
| CAPTRUST FINANCIAL ADVISORS 0.36% of their portfolio | 815.1k $91.0m | Added +27.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 813.5k $90.8m | Reduced -37.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 789.4k $88.1m | Reduced -3.7k |
| FMR LLC 0.01% of their portfolio | 786.3k $87.8m | Reduced -899.7k |
| ANCHOR CAPITAL ADVISORS LLC 2.22% of their portfolio | 765.5k $85.4m | Reduced -28.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 738.7k $82.4m | Added +2.6k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 1.31% of their portfolio | 735.9k $82.1m | Reduced -21.3k |
| D'Orazio & Associates, Inc. 18.20% of their portfolio | 698.6k $78.0m | Added +73.9k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 694.9k $77.5m | Added +336.0k |
| Legal & General Group Plc 0.03% of their portfolio | 690.2k $77.0m | Added +105.8k |
| DekaBank Deutsche Girozentrale 0.16% of their portfolio | 663.3k $73.1m | Added +494.7k |
| TrinityBridge Ltd 3.27% of their portfolio | 625.5k $69.8m | Added +4.0k |
| Bahl & Gaynor LLC 0.42% of their portfolio | 623.2k $69.6m | Added +95.4k |
| Invesco Ltd. 0.02% of their portfolio | 614.0k $68.5m | Reduced -841.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 596.7k $66.6m | Reduced -41.7k |
| Bartlett & Co. LLC 1.14% of their portfolio | 592.6k $66.1m | Reduced -5.4k |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 1.14% of their portfolio | 592.6k $66.1m | Reduced -5.4k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 581.8k $64.9m | Reduced -140.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 566.2k $52.5m | Unchanged |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 508.5k $56.8m | Reduced -77.5k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 487.7k $54.4m | Added +13.1k |
| UBS Group AG 0.02% of their portfolio | 479.9k $53.6m | Reduced -95.7k |
| Swiss National Bank 0.04% of their portfolio | 477.9k $53.3m | Reduced -46.9k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 1.02% of their portfolio | 464.8k $51.9m | Added +169.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 455.6k $50.8m | Added +248.9k |
| Railway Pension Investments Ltd 0.50% of their portfolio | 448.2k $50.0m | Unchanged |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.30% of their portfolio | 426.9k $47.6m | Reduced -185.1k |
| VAUGHAN DAVID INVESTMENTS LLC/IL 1.34% of their portfolio | 411.9k $46.0m | Added +2.1k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 398.4k $44.5m | Reduced -83.4k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 395.3k $44.1m | Reduced -49.9k |
| Corient Private Wealth LP 0.10% of their portfolio | 387.8k $43.3m | Added +31.6k |
| BLAIR WILLIAM & CO/IL 0.15% of their portfolio | 373.9k $41.7m | Added +29.0k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 368.7k $41.1m | Reduced -69.0k |
| BARCLAYS PLC 0.03% of their portfolio | 364.5k $40.7m | Added +252.1k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 349.0k $38.9m | Reduced -11.4k |
| WATERS PARKERSON & CO., LLC 2.02% of their portfolio | 320.5k $35.8m | Added +1.4k |
| Man Group plc 0.11% of their portfolio | 320.4k $35.8m | New |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 316.9k $35.4m | Added +18.5k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 310.1k $34.4m | Added +60.0k |
| Copeland Capital Management, LLC 0.71% of their portfolio | 310.0k $34.6m | Added +23.7k |
| COMERICA BANK 0.00% of their portfolio | 307.5k $11 | First filing |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 296.6k $33.1m | Reduced -1.2k |
| Aureus Asset Management, LLC 2.46% of their portfolio | 294.5k $32.9m | Reduced -70.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 290.1k $32.4m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 287.1k $32.0m | Reduced -89.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 258.9k $28.9m | Reduced -66.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 237.2k $26.5m | Reduced -193.6k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 230.5k $25.7m | Added +53.8k |
| BAMCO INC /NY/ 0.07% of their portfolio | 225.7k $25.2m | Added +187.0k |
| National Pension Service 0.04% of their portfolio | 224.3k $24.7m | Reduced -12.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 220.0k $24.6m | Reduced -9.8k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 216.3k $24.1m | Reduced -103.5k |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 6.51% of their portfolio | 213.9k $23.9m | Reduced -12.8k |
| FIL Ltd 0.03% of their portfolio | 212.2k $23.7m | Added +87.0k |
| Rathbones Group PLC 0.22% of their portfolio | 211.7k $23.6m | Added +21.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 210.5k $23.5m | Added +23.0k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 208.8k $23.3m | Reduced -5.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 206.1k $23.0m | Reduced -186.5k |
| Amundi 0.01% of their portfolio | 203.5k $22.8m | Reduced -178.8k |
| Azimuth Capital Investment Management LLC 1.07% of their portfolio | 201.2k $22.5m | Reduced -10.2k |
| COOKSON PEIRCE & CO INC 1.32% of their portfolio | 193.7k $21.6m | Reduced -1.3k |
| CHILTON INVESTMENT CO INC. 0.63% of their portfolio | 191.7k $21.4m | Reduced -7.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 190.5k $21.3m | Reduced -15.5k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 188.8k $21.1m | Added +3.6k |
| Leith Wheeler Investment Counsel Ltd. 2.46% of their portfolio | 168.7k $18.8m | Added +3.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 162.7k $18.2m | Reduced -30.6k |
| CITIGROUP INC 0.02% of their portfolio | 162.3k $18.1m | Added +3.8k |