Institutional Ownership Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA). We have compiled data on the 2,820 institutions that hold shares in the stock, with a total of 506 Million shares, which have been reported (via 13F filing form) to have a value of $97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
50
shares
|
$9,590
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
50
shares
|
$9,590
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
50
shares
|
$9,590
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
50
shares
|
$9,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
50
shares
|
$9,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
50
shares
|
$9,590
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
50
shares
|
$9,590
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$9,590
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
49
shares
|
$9,398
0.0% of portfolio
|
Q4 2025
Added 390.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
48
shares
|
$9,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
44
shares
|
$8,439
0.0% of portfolio
|
Q1 2022
Reduced 59.63%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
44
shares
|
$8,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
42
shares
|
$8,056
0.0% of portfolio
|
Q1 2025
Reduced 67.19%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
41
shares
|
$7,864
0.01% of portfolio
|
Q2 2025
Added 51.85%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
39
shares
|
$7,480
0.0% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
36
shares
|
$6,905
0.0% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
36
shares
|
$6,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
34
shares
|
$6,521
0.0% of portfolio
|
Q3 2025
Reduced 74.63%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
33
shares
|
$6,329
0.0% of portfolio
|
Q3 2025
Reduced 32.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
33
shares
|
$6,329
0.0% of portfolio
|
Q3 2025
Reduced 67.96%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
32
shares
|
$6,137
0.0% of portfolio
|
Q3 2025
Reduced 82.61%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
30
shares
|
$5,754
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$5,370
0.01% of portfolio
|
Q2 2025
Reduced 64.1%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
28
shares
|
$5,370
0.0% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
27
shares
|
$5,178
0.0% of portfolio
|
Q3 2025
Added 35.0%
|
|