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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
364
shares
|
$69,818
0.01% of portfolio
|
Q2 2024
Reduced 22.06%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
359
shares
|
$68,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
354
shares
|
$67,900
0.01% of portfolio
|
Q1 2025
Added 237.14%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
353
shares
|
$67,708
0.03% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
351
shares
|
$67,325
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
350
shares
|
$67,133
0.03% of portfolio
|
Q2 2022
Added 133.33%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
350
shares
|
$67,133
0.0% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
350
shares
|
$67,133
0.05% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
350
shares
|
$67,133
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
346
shares
|
$66,366
0.03% of portfolio
|
Q1 2025
Added 166.15%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
345
shares
|
$66,174
0.01% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
344
shares
|
$65,982
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
340
shares
|
$65,215
0.01% of portfolio
|
Q4 2023
Reduced 10.76%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
339
shares
|
$65,023
0.03% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
335
shares
|
$64,256
0.03% of portfolio
|
Q4 2025
Added 13.95%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
335
shares
|
$64,256
0.02% of portfolio
|
Q3 2025
Added 109.38%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
333
shares
|
$63,872
0.01% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
332
shares
|
$63,680
0.01% of portfolio
|
Q3 2025
Added 29.69%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
329
shares
|
$63,105
0.01% of portfolio
|
Q4 2025
Reduced 29.4%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
328
shares
|
$62,913
0.03% of portfolio
|
Q3 2024
Added 741.03%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
326
shares
|
$62,530
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
325
shares
|
$62,338
0.03% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
323
shares
|
$61,954
0.03% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
317
shares
|
$60,803
0.03% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
316
shares
|
$60,611
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|