Institutional Ownership Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA). We have compiled data on the 2,816 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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
6,172
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,151
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,139
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,133
shares
|
$1.18 Million
0.76% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,118
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,116
shares
|
$1.17 Million
0.69% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,111
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,102
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
6,099
shares
|
$1.17 Million
0.98% of portfolio
|
Q3 2025
Added 44.05%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,090
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 66.12%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
6,082
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
6,058
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
6,055
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
6,025
shares
|
$1.16 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
6,016
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2025
Reduced 64.08%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
6,000
shares
|
$1.15 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
5,976
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,976
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
5,960
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2025
Added 27.21%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
5,946
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
5,945
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,929
shares
|
$1.14 Million
0.54% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,893
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2022
Reduced 5.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,884
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.17%
|
|