Who Owns BAE SYS PLC (BAESY)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $28.4M of BAE SYS PLC (BAESY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Altrius Capital Management Inc ($9.6M), FIRST MERCHANTS CORP ($6.5M), SIT INVESTMENT ASSOCIATES INC ($3.5M), Henry James International Management Inc. ($2.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Altrius Capital Management Inc$9.6M97,620Added
2FIRST MERCHANTS CORP$6.5M66,726Trimmed
3SIT INVESTMENT ASSOCIATES INC$3.5M35,651Added
4Henry James International Management Inc.$2.5M25,997Added
5CONFLUENCE INVESTMENT MANAGEMENT LLC$1.3M13,420Added
6RHUMBLINE ADVISERS$993,49610,143Added
7Sterling Capital Management LLC$890,4779,096Trimmed
8Calydon Capital$693,0947,076Trimmed
9RNC CAPITAL MANAGEMENT LLC$534,1215,453Trimmed
10GAMMA Investing LLC$388,7643,969Added
11PNC Financial Services Group, Inc.$385,0413,931Trimmed
12Pinnacle Wealth Management Advisory Group, LLC$263,7792,693Added
13ALTA CAPITAL MANAGEMENT LLC/$252,3192,576Trimmed
14WELLINGTON-ALTUS USA INC.$136,7021,178Hold
15ATLAS CAPITAL ADVISORS INC.$102,9451,051Hold
16BOYD WATTERSON ASSET MANAGEMENT LLC/OH$54,431556Hold
17Salomon & Ludwin, LLC$51,036512Trimmed
18Financial Gravity Companies, Inc.$36,437372Added
19Westside Investment Management, Inc.$35,457362Hold
20Vermillion Wealth Management, Inc.$29,777304New
21IMA Advisory Services, Inc.$20,374208Added
22HANTZ FINANCIAL SERVICES, INC.$19,000189Trimmed
23Ancora Advisors LLC$17,533179Added
24First Command Advisory Services, Inc.$16,064164Added
25THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$13,615139Hold

Source: SEC Form 13F filings · as of 2026-06-30