Who holds BAticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BOEING CO · COM · quarter ended 2026-03-31 · 56 members disclosed BA ↗

2,104

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$108B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,123

addsholders whose share count rose or who opened the position (new + add), by shares

240

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.6B	58,192,341	+4,224,207	add
2	FMR LLC	$11.3B	56,876,382	+3,863,434	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$10.2B	51,005,657	—	no prior
4	STATE STREET CORP	$7.4B	37,424,293	+332,543	add
5	Newport Trust Company, LLC	$5.7B	28,664,824	−820,470	trim
6	Capital World Investors	$5.1B	25,727,803	−1,461,836	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$3.5B	17,573,729	+548,294	add
8	LOOMIS SAYLES & CO L P	$2.8B	14,061,954	−98,105	trim
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	13,039,407	—	no prior
10	BANK OF AMERICA CORP /DE/	$2.3B	11,557,837	+513,028	add
11	MORGAN STANLEY	$2.1B	10,543,931	−69,897	trim
12	JENNISON ASSOCIATES LLC	$2.0B	10,232,501	+68,794	add
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.7B	8,733,419	−935,885	trim
14	UBS Group AG	$1.4B	7,131,308	+1,852,530	add
15	Pentwater Capital Management LP	$1.4B	7,069,500	+459,500	add
16	NORTHERN TRUST CORP	$1.3B	6,472,901	+125,650	add
17	Fisher Asset Management, LLC	$1.2B	5,852,208	+211,308	add
18	ROYAL BANK OF CANADA	$1.2B	5,809,134	−377,292	trim
19	Invesco Ltd.	$1.2B	5,793,797	+33,909	add
20	AMERIPRISE FINANCIAL INC	$1.0B	5,174,522	+363,583	add
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$892M	4,483,900	+113,485	add
22	VANGUARD FIDUCIARY TRUST CO	$882M	4,432,084	—	no prior
23	JPMORGAN CHASE & CO	$878M	4,641,932	+1,038,568	add
24	Nuveen, LLC	$827M	4,153,446	−1,887,027	trim
25	Capital Research Global Investors	$810M	4,069,127	−285,762	trim
26	WELLS FARGO & COMPANY/MN	$767M	3,851,282	+126,891	add
27	Janus Henderson Group Ltd.	$760M	3,860,297	−47,579	trim
28	DEUTSCHE BANK AG\	$721M	3,620,940	+1,244,697	add
29	Bank of New York Mellon Corp	$709M	3,563,669	−49,793	trim
30	Legal & General Group Plc	$655M	3,289,906	−32,389	trim
31	VIKING GLOBAL INVESTORS LP	$636M	3,196,041	−757,046	trim
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$615M	3,090,565	+122,999	add
33	WELLINGTON MANAGEMENT GROUP LLP	$458M	2,303,523	+993,237	add
34	Swiss National Bank	$457M	2,298,077	+163,000	add
35	Sumitomo Mitsui Trust Group, Inc.	$406M	2,040,313	+29,882	add
36	RAYMOND JAMES FINANCIAL INC	$392M	1,968,752	+149,599	add
37	Mitsubishi UFJ Asset Management Co., Ltd.	$384M	1,929,725	+141,668	add
38	Vanguard Global Advisers, LLC	$341M	1,710,891	—	no prior
39	BARCLAYS PLC	$339M	1,701,861	−233,857	trim
40	National Pension Service	$328M	1,648,984	+1,648,984	new
41	DIMENSIONAL FUND ADVISORS LP	$326M	1,635,453	+49,472	add
42	LPL Financial LLC	$291M	1,462,407	+102,718	add
43	CITIGROUP INC	$289M	1,449,952	−61,485	trim
44	ALLIANCEBERNSTEIN L.P.	$287M	1,320,410	−87,498	trim
45	CANADA PENSION PLAN INVESTMENT BOARD	$282M	1,414,530	+339,769	add
46	NATIONAL BANK OF CANADA /FI/	$270M	1,355,604	+786,442	add
47	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$263M	1,320,628	+1,309,693	add
48	AQR CAPITAL MANAGEMENT LLC	$258M	1,294,391	+898,642	add
49	HSBC HOLDINGS PLC	$241M	1,212,583	−1,215,837	trim
50	CIBC Bancorp USA Inc.	$236M	1,187,655	—	no prior
51	PRINCIPAL FINANCIAL GROUP INC	$236M	1,184,715	+100,434	add
52	Amundi	$235M	1,179,175	−1,006,789	trim
53	VANGUARD ASSET MANAGEMENT, Ltd	$233M	1,172,946	—	no prior
54	VICTORY CAPITAL MANAGEMENT INC	$226M	1,134,583	+928,773	add
55	Clearbridge Investments, LLC	$215M	1,079,272	−22,096	trim
56	STIFEL FINANCIAL CORP	$204M	1,022,849	+35,084	add
57	CITADEL ADVISORS LLC	$199M	1,001,461	−1,041,422	trim
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$198M	995,523	−647	trim
59	RENAISSANCE TECHNOLOGIES LLC	$185M	931,464	+320,580	add
60	Ensign Peak Advisors, Inc	$184M	926,377	+236,535	add
61	BLAIR WILLIAM & CO/IL	$184M	922,102	+243,515	add
62	ENVESTNET ASSET MANAGEMENT INC	$183M	921,936	+168,578	add
63	NEW YORK STATE COMMON RETIREMENT FUND	$179M	900,766	+3,600	add
64	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$175M	878,687	−6,900	trim
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$163M	816,901	+254,958	add
66	ADAGE CAPITAL PARTNERS GP, L.L.C.	$159M	799,391	−735,553	trim
67	PRIMECAP MANAGEMENT CO/CA/	$158M	795,910	+786,810	add
68	BANK OF MONTREAL /CAN/	$156M	782,359	−136,693	trim
69	FIRST TRUST ADVISORS LP	$150M	755,537	+21,274	add
70	VOYA INVESTMENT MANAGEMENT LLC	$147M	740,890	+148,466	add
71	BALYASNY ASSET MANAGEMENT L.P.	$143M	719,773	−48,595	trim
72	Southpoint Capital Advisors LP	$139M	700,000	+700,000	new
73	MILLENNIUM MANAGEMENT LLC	$137M	686,733	−874,726	trim
74	HighTower Advisors, LLC	$135M	677,497	+44,086	add
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$132M	662,863	−1,423	trim
76	Aberdeen Group plc	$131M	658,068	+23,856	add
77	AVIVA PLC	$130M	652,915	+20,250	add
78	Connor, Clark & Lunn Investment Management Ltd.	$128M	641,723	−86,045	trim
79	1832 Asset Management L.P.	$124M	622,600	+15,048	add
80	Rovida Investment Management Ltd	$123M	617,000	0	no change
81	CAXTON ASSOCIATES LLP	$122M	611,500	+600,366	add
82	LAZARD ASSET MANAGEMENT LLC	$113M	567,240	+27,322	add
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$110M	553,776	−18,539	trim
84	Hill City Capital, LP	$110M	551,483	+33,000	add
85	PRUDENTIAL FINANCIAL INC	$107M	536,021	+143,703	add
86	FIFTH THIRD BANCORP	$103M	515,187	+161,432	add
87	Brevan Howard Capital Management LP	$102M	511,019	+505,528	add
88	FRANKLIN RESOURCES INC	$102M	510,038	+97,281	add
89	MARSICO CAPITAL MANAGEMENT LLC	$100M	504,740	−40,518	trim
90	NOMURA ASSET MANAGEMENT CO LTD	$99.7M	500,972	+202,645	add
91	Korea Investment CORP	$99.2M	498,284	+46,168	add
92	GREAT LAKES ADVISORS, LLC	$97.4M	489,204	+15,549	add
93	Rockefeller Capital Management L.P.	$95.0M	477,213	+74,594	add
94	SEI INVESTMENTS CO	$88.2M	443,254	+121,473	add
95	ING GROEP NV	$88.1M	442,686	−329,714	trim
96	Squarepoint Ops LLC	$87.0M	436,903	−176,362	trim
97	Asset Management One Co., Ltd.	$86.1M	432,475	+4,737	add
98	STATE OF WISCONSIN INVESTMENT BOARD	$83.5M	419,360	+15,618	add
99	Avala Global LP	$81.9M	411,343	+241,443	add
100	Douglas Lane & Associates, LLC	$81.6M	409,857	+5,543	add
101	PFA Pension, Forsikringsaktieselskab	$81.4M	408,813	+408,813	new
102	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$81.2M	408,024	+151,084	add
103	HOMESTEAD ADVISERS CORP	$79.9M	404,224	−4,600	trim
104	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$78.1M	392,157	+392,157	new
105	Creative Planning	$78.0M	391,748	+36,425	add
106	Chevy Chase Trust Holdings, LLC	$77.2M	387,853	−10,092	trim
107	Corient Private Wealth LLC	$76.1M	383,477	−277,145	trim
108	ROYAL LONDON ASSET MANAGEMENT LTD	$75.7M	380,267	+9,209	add
109	TD ASSET MANAGEMENT INC	$73.6M	369,660	+39,773	add
110	Baird Financial Group, Inc.	$72.7M	365,437	+365,437	new
111	Empower Advisory Group, LLC	$71.2M	357,659	+14,754	add
112	OSAIC HOLDINGS, INC.	$71.1M	356,981	+62,774	add
113	Mirae Asset Global Investments Co., Ltd.	$70.9M	356,286	+47,391	add
114	Sumitomo Mitsui DS Asset Management Company, Ltd	$69.7M	350,183	+10,192	add
115	Calamos Advisors LLC	$68.9M	346,104	+91,569	add
116	TRUIST FINANCIAL CORP	$68.6M	344,833	+17,384	add
117	Vanguard Investments Australia, Ltd.	$68.4M	343,879	—	no prior
118	Senator Investment Group LP	$67.9M	341,000	+313,500	add
119	Spectrum Financial Alliance Ltd LLC	$67.6M	339,466	+16,886	add
120	STALEY CAPITAL ADVISERS INC	$66.7M	335,366	+19,848	add
121	NewEdge Advisors, LLC	$65.8M	330,553	+735	add
122	JUPITER ASSET MANAGEMENT LTD	$65.4M	328,806	+328,806	new
123	MACKENZIE FINANCIAL CORP	$65.3M	328,025	+54,454	add
124	Quantinno Capital Management LP	$64.7M	324,964	+188,178	add
125	Cetera Investment Advisers	$64.0M	321,481	+13,901	add
126	COMMONWEALTH EQUITY SERVICES, LLC	$63.8M	320,768	−37,229	trim
127	Mitsubishi UFJ Trust & Banking Corp	$63.7M	320,033	+7,875	add
128	US BANCORP \DE\	$63.1M	317,250	+25,769	add
129	Junto Capital Management LP	$63.0M	316,532	+56,298	add
130	CAUSEWAY CAPITAL MANAGEMENT LLC	$62.5M	313,926	+161,998	add
131	Focus Partners Wealth	$60.3M	302,095	+45,872	add
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$60.2M	302,601	+4,203	add
133	CAPITAL ADVISORS INC/OK	$57.3M	287,971	+12,171	add
134	Tredje AP-fonden	$56.9M	285,870	+285,870	new
135	BOWEN HANES & CO INC	$56.9M	285,670	+2,000	add
136	Danica Pension, Livsforsikringsaktieselskab	$56.3M	283,098	+283,098	new
137	State of New Jersey Common Pension Fund D	$53.6M	269,256	−2,373	trim
138	Cerity Partners LLC	$52.4M	263,185	+49,209	add
139	Mariner, LLC	$52.1M	261,967	+66,064	add
140	Pictet Asset Management Holding SA	$52.0M	261,081	−2,270	trim
141	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$51.7M	260,000	+260,000	new
142	KING STREET CAPITAL MANAGEMENT, L.P.	$51.4M	258,355	−405,645	trim
143	Sather Financial Group Inc	$50.5M	253,665	+10,235	add
144	KEYBANK NATIONAL ASSOCIATION/OH	$48.5M	243,666	+214,200	add
145	Glenview Trust Co	$48.4M	243,403	+12,089	add
146	Point72 Asset Management, L.P.	$48.1M	241,682	+187,410	add
147	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$47.9M	276,924	−74,948	trim
148	ProShare Advisors LLC	$47.7M	239,614	−21,361	trim
149	Capital International, Inc./CA/	$47.5M	238,513	+14,161	add
150	Resona Asset Management Co.,Ltd.	$47.0M	238,230	+5,794	add
151	TORONTO DOMINION BANK	$46.7M	234,411	−75,022	trim
152	D. E. Shaw & Co., Inc.	$46.4M	233,372	+223,997	add
153	DANSKE BANK A/S	$46.1M	231,411	+4,892	add
154	Allen Investment Management, LLC	$45.8M	155,561	−812,939	trim
155	ZWJ INVESTMENT COUNSEL INC	$44.4M	223,230	+11,622	add
156	Zurcher Kantonalbank (Zurich Cantonalbank)	$43.1M	216,771	+216,771	new
157	Daiwa Securities Group Inc.	$43.0M	216,135	+9,546	add
158	Arizona State Retirement System	$42.7M	214,585	−4,992	trim
159	CACTI ASSET MANAGEMENT LLC	$42.7M	214,426	0	no change
160	Czech National Bank	$42.6M	213,886	+7,408	add
161	CWM, LLC	$42.2M	212,048	+23,666	add
162	D.A. DAVIDSON & CO.	$42.2M	211,881	+8,620	add
163	MARK ASSET MANAGEMENT LP	$41.0M	205,882	−4,715	trim
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$40.8M	205,196	+200	add
165	Rafferty Asset Management, LLC	$40.5M	203,379	+21,516	add
166	Allspring Global Investments Holdings, LLC	$40.4M	194,902	+10,272	add
167	NATIXIS	$40.1M	201,271	−232,632	trim
168	CIBC Asset Management Inc	$39.9M	200,722	+11,389	add
169	MEITAV INVESTMENT HOUSE LTD	$39.3M	197,606	+48,706	add
170	Minneapolis Portfolio Management Group, LLC	$39.3M	197,379	+818	add
171	ARS Investment Partners, LLC	$38.9M	195,331	+37,039	add
172	Woodline Partners LP	$38.1M	191,293	−242,938	trim
173	NISA INVESTMENT ADVISORS, LLC	$37.8M	189,742	−6,997	trim
174	WAYCROSS PARTNERS, LLC	$37.5M	188,241	−9,245	trim
175	MetLife Investment Management, LLC	$37.4M	187,808	−4,390	trim
176	Nippon Life Global Investors Americas, Inc.	$36.9M	185,300	+19,020	add
177	Symmetry Investments LP	$36.6M	184,004	+130,190	add
178	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.4M	182,941	+799	add
179	REGIONS FINANCIAL CORP	$36.2M	182,011	+156,962	add
180	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$35.8M	180,070	−82,967	trim
181	CLOUGH CAPITAL PARTNERS L P	$35.7M	179,240	+4,585	add
182	CI INVESTMENTS INC.	$33.4M	167,849	+164,917	add
183	Retirement Systems of Alabama	$33.2M	166,775	+194	add
184	NOMURA HOLDINGS INC	$33.1M	166,383	+128,059	add
185	Alpha Wave Global, LP	$32.9M	165,397	−14,573	trim
186	Engineers Gate Manager LP	$32.7M	164,446	+66,295	add
187	Quadrature Capital Ltd	$32.0M	160,878	−7,799	trim
188	Kestra Advisory Services, LLC	$31.4M	157,665	+11,344	add
189	Bank Pictet & Cie (Europe) AG	$31.1M	156,470	0	no change
190	Americana Partners, LLC	$30.9M	155,289	+30,551	add
191	KLCM Advisors, Inc.	$30.6M	153,508	−4,085	trim
192	Shaolin Capital Management LLC	$30.0M	150,871	−253,498	trim
193	GATEWAY INVESTMENT ADVISERS LLC	$30.0M	150,835	−23,948	trim
194	Allianz Asset Management GmbH	$29.5M	148,165	+56,365	add
195	Walleye Capital LLC	$29.4M	147,504	−46,438	trim
196	BANK OF NOVA SCOTIA	$29.0M	145,893	−111,877	trim
197	&PARTNERS	$28.4M	142,691	+7,778	add
198	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$28.1M	141,132	−24,888	trim
199	TEACHER RETIREMENT SYSTEM OF TEXAS	$27.8M	139,465	+847	add
200	XPONANCE LLC	$26.9M	135,299	+20,453	add
201	Azimuth Capital Investment Management LLC	$25.7M	129,329	+1,126	add
202	PICTON MAHONEY ASSET MANAGEMENT	$25.3M	126,912	+14,330	add
203	PUBLIC SECTOR PENSION INVESTMENT BOARD	$25.2M	126,821	+24,561	add
204	ABSHER WEALTH MANAGEMENT, LLC	$24.7M	124,158	+2,839	add
205	General Pension Society PZU Joint Stock Co	$24.7M	124,090	0	no change
206	MERCER GLOBAL ADVISORS INC /ADV	$24.7M	123,930	+16,174	add
207	Utah Retirement Systems	$24.5M	122,846	+1,905	add
208	Equitable Holdings, Inc.	$24.2M	111,897	+6,279	add
209	Henshaw Capital LLC	$24.1M	121,018	—	no prior
210	MAPLELANE CAPITAL, LLC	$23.9M	120,000	+92,000	add
211	Graham Capital Management, L.P.	$23.7M	119,056	+1,000	add
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$23.3M	117,136	+33,859	add
213	Kimelman & Baird, LLC	$23.3M	117,128	−143	trim
214	Pathstone Holdings, LLC	$23.1M	116,263	+25,616	add
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$23.0M	115,643	+466	add
216	IEQ CAPITAL, LLC	$22.3M	111,997	+99,440	add
217	NEOS Investment Management LLC	$22.3M	111,946	+20,448	add
218	GENDELL JEFFREY L	$21.9M	110,000	+28,189	add
219	OSTERWEIS CAPITAL MANAGEMENT INC	$21.7M	109,106	+405	add
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$21.7M	109,068	+1,723	add
221	Dilation Capital Management LP	$21.7M	108,877	−13,400	trim
222	Verition Fund Management LLC	$21.6M	108,721	+38,623	add
223	Tidal Investments LLC	$21.5M	108,370	+23,067	add
224	Cercano Management LLC	$21.5M	107,941	+16,939	add
225	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$21.5M	107,923	−30,329	trim
226	Trexquant Investment LP	$21.3M	106,803	+31,188	add
227	QRG CAPITAL MANAGEMENT, INC.	$20.7M	103,905	+19,168	add
228	Capital International Sarl	$20.4M	102,686	+3,218	add
229	DAVIDSON INVESTMENT ADVISORS	$20.4M	102,657	−1,253	trim
230	Steward Partners Investment Advisory, LLC	$20.4M	102,538	+4,846	add
231	Beacon Pointe Advisors, LLC	$20.1M	100,846	+29,603	add
232	NISSAY ASSET MANAGEMENT CORP /JAPAN	$19.9M	99,871	+4,604	add
233	Private Advisor Group, LLC	$19.9M	99,765	−2,904	trim
234	TD Waterhouse Canada Inc.	$19.8M	95,517	+30,523	add
235	BBFIT INVESTMENTS PTE LTD	$19.7M	99,000	0	no change
236	Calamos Wealth Management LLC	$19.5M	98,065	+2,053	add
237	Jain Global LLC	$19.2M	96,661	−592,863	trim
238	EAGLE GLOBAL ADVISORS LLC	$19.2M	96,223	+45,653	add
239	Empowered Funds, LLC	$18.8M	94,553	+94,553	new
240	Electron Capital Partners, LLC	$18.6M	93,653	−87,828	trim
241	CREDIT AGRICOLE S A	$18.5M	93,101	−116,650	trim
242	DAVENPORT & Co LLC	$18.3M	91,933	−11,857	trim
243	Parallax Volatility Advisers, L.P.	$18.2M	82,887	+82,887	new
244	Banco Santander, S.A.	$18.1M	91,186	−2,230	trim
245	BSN Capital Partners Ltd	$18.1M	81,208	—	no prior
246	MML INVESTORS SERVICES, LLC	$18.0M	90,211	−5,646	trim
247	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$17.9M	89,955	+300	add
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.1M	86,163	+2,228	add
249	Sender Co & Partners, Inc.	$17.0M	85,165	+14,448	add
250	Investment Management Corp of Ontario	$16.9M	85,154	+14,757	add
251	CIBC WORLD MARKET INC.	$16.4M	82,255	−52,107	trim
252	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.2M	81,167	−9,526	trim
253	M&T BANK CORP	$16.1M	80,956	+990	add
254	DDD Partners, LLC	$16.1M	80,762	+3,938	add
255	Wealthfront Advisers LLC	$15.6M	78,537	+76	add
256	Yarbrough Capital, LLC	$15.4M	77,481	−2,164	trim
257	Vanguard Personalized Indexing Management, LLC	$15.3M	77,096	+4,048	add
258	Atria Investments, Inc	$15.0M	75,553	+333	add
259	Saba Capital Management, L.P.	$14.7M	73,965	+43,573	add
260	SHELTON CAPITAL MANAGEMENT	$14.7M	73,680	−3,744	trim
261	IFM Investors Pty Ltd	$14.5M	73,054	+4,578	add
262	FIRST MANHATTAN CO. LLC.	$14.5M	72,784	−78,423	trim
263	OPPENHEIMER ASSET MANAGEMENT INC.	$14.4M	72,302	+72,302	new
264	MACQUARIE GROUP LTD	$14.4M	72,261	−48,117	trim
265	AMERICAN CENTURY COMPANIES INC	$14.3M	71,783	+3,444	add
266	YOUSIF CAPITAL MANAGEMENT, LLC	$14.3M	71,776	−2,646	trim
267	Swiss Life Asset Management Ltd	$14.2M	71,421	+12,164	add
268	FACTORY MUTUAL INSURANCE CO	$14.2M	71,100	+2,600	add
269	CAPSTONE INVESTMENT ADVISORS, LLC	$14.1M	71,006	+59,743	add
270	FRG Family Wealth Advisors LLC	$14.1M	70,805	+70	add
271	Summit Financial, LLC	$14.1M	70,743	+48,106	add
272	Generali Powszechne Towarzystwo Emerytalne	$13.9M	70,000	+20,000	add
273	GARDNER LEWIS ASSET MANAGEMENT L P	$13.9M	69,794	−535	trim
274	CMH Wealth Management LLC	$13.7M	68,650	+3,825	add
275	FRANKLIN STREET ADVISORS INC /NC	$13.3M	66,769	+65,369	add
276	Concurrent Investment Advisors, LLC	$13.3M	66,646	−4,320	trim
277	RWA WEALTH PARTNERS, LLC	$13.2M	66,279	+2,164	add
278	OneDigital Investment Advisors LLC	$13.1M	65,969	−10,532	trim
279	U.S. Capital Wealth Advisors, LLC	$12.9M	64,699	+383	add
280	Financial Engines Advisors L.L.C.	$12.8M	64,416	+892	add
281	RPG Investment Advisory, LLC	$12.8M	64,172	+178	add
282	Avior Wealth Management, LLC	$12.8M	64,169	−50	trim
283	Third View Private Wealth, LLC	$12.8M	64,071	+6,233	add
284	OPPENHEIMER & CO INC	$12.7M	63,880	+63,880	new
285	U S GLOBAL INVESTORS INC	$12.5M	62,592	−14,700	trim
286	WOLVERINE ASSET MANAGEMENT LLC	$12.3M	61,851	−73,549	trim
287	Foster Victor Wealth Advisors, LLC	$12.3M	54,874	+16,904	add
288	LEVIN CAPITAL STRATEGIES, L.P.	$12.3M	61,622	−7	trim
289	Granite Investment Partners, LLC	$12.2M	61,048	+15,901	add
290	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$12.0M	60,075	−1,443	trim
291	Archon Partners LLC	$11.9M	60,000	0	no change
292	Sequoia Financial Advisors, LLC	$11.9M	59,906	+9,544	add
293	KESTRA PRIVATE WEALTH SERVICES, LLC	$11.9M	59,799	+1,402	add
294	Norinchukin Bank, The	$11.9M	59,618	−953	trim
295	Welch Financial Planning, LLC	$11.8M	59,503	−175	trim
296	COMMERCE BANK	$11.8M	59,096	+5,312	add
297	UniSuper Management Pty Ltd	$11.7M	58,829	+1,935	add
298	Federation des caisses Desjardins du Quebec	$11.5M	57,867	+5,914	add
299	Orion Porfolio Solutions, LLC	$11.5M	57,816	−3,053	trim
300	Walleye Trading LLC	$11.4M	57,253	+57,253	new
301	J.W. COLE ADVISORS, INC.	$11.2M	56,314	+1,493	add
302	Lido Advisors, LLC	$11.2M	56,122	−3,437	trim
303	CANTOR FITZGERALD, L. P.	$11.2M	56,108	+900	add
304	CMG Global Holdings, LLC	$11.2M	56,082	−267	trim
305	Xcel Wealth Management, LLC	$11.1M	55,860	+1,566	add
306	Hodges Capital Management Inc.	$11.0M	55,030	+15,930	add
307	Atlantic Union Bankshares Corp	$10.9M	54,990	+149	add
308	COMPASS CAPITAL MANAGEMENT, INC	$10.7M	53,900	+2,610	add
309	NWAM LLC	$10.5M	53,006	+3,238	add
310	NFJ INVESTMENT GROUP, LLC	$10.4M	52,488	+52,488	new
311	Elo Mutual Pension Insurance Co	$10.4M	52,302	+4,453	add
312	GENERAL AMERICAN INVESTORS CO INC	$10.4M	52,054	+52,054	new
313	SMA Capital LLC	$10.3M	51,716	+15,716	add
314	PINNACLE ASSOCIATES LTD	$10.3M	51,558	+309	add
315	VALUEWORKS LLC	$10.1M	50,871	+5,768	add
316	HIGHLAND CAPITAL MANAGEMENT, LLC	$10.0M	50,338	+906	add
317	Troluce Capital Advisors LLC	$10.0M	50,000	+50,000	new
318	CONNORS INVESTOR SERVICES INC	$10.0M	49,993	+1,783	add
319	Waverly Advisors, LLC	$9.9M	49,787	+7,532	add
320	SCOTIA CAPITAL INC.	$9.9M	49,587	+5,156	add
321	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.8M	49,457	+49,457	new
322	Hudson Bay Capital Management LP	$9.8M	49,379	−652,149	trim
323	NorthCrest Asset Manangement, LLC	$9.7M	46,760	−16,924	trim
324	SCHRODER INVESTMENT MANAGEMENT GROUP	$9.6M	50,492	−60	trim
325	STEPHENS INC /AR/	$9.5M	47,907	−1,859	trim
326	MAI Capital Management	$9.5M	47,730	+1,632	add
327	Prospera Financial Services Inc	$9.5M	47,645	+226	add
328	Channing Capital Management, LLC	$9.5M	47,624	+6,853	add
329	MIZUHO SECURITIES USA LLC	$9.4M	47,478	−9,539	trim
330	Old West Investment Management, LLC	$9.3M	46,895	+45,299	add
331	CAPITAL INTERNATIONAL LTD /CA/	$9.3M	46,795	+1,721	add
332	Modern Wealth Management, LLC	$9.3M	44,857	+6,117	add
333	Vestmark Advisory Solutions, Inc.	$9.3M	46,703	+3,892	add
334	XTX Topco Ltd	$9.3M	46,636	+25,811	add
335	Leonteq Securities AG	$9.2M	46,473	+32,988	add
336	Strategic Wealth Investment Group, LLC	$9.2M	46,127	+490	add
337	Empire Financial Management Company, LLC	$9.1M	45,856	−373	trim
338	Strong Tower Advisory Services	$9.1M	45,672	+580	add
339	Canada Post Corp Registered Pension Plan	$9.1M	45,477	+519	add
340	Callan Family Office, LLC	$8.9M	44,917	+6,315	add
341	HARTFORD INVESTMENT MANAGEMENT CO	$8.9M	44,753	−473	trim
342	Private Advisory Group LLC	$8.9M	44,687	+3,040	add
343	Merit Financial Group, LLC	$8.8M	44,058	+7,666	add
344	WHITTIER TRUST CO	$8.7M	41,069	+67	add
345	Aptus Capital Advisors, LLC	$8.7M	43,720	+34,925	add
346	Allworth Financial LP	$8.6M	43,456	+4,289	add
347	TWO SIGMA INVESTMENTS, LP	$8.5M	42,927	−766,004	trim
348	BROWN ADVISORY INC	$8.5M	42,817	+1,100	add
349	Prospect Financial Services LLC	$8.5M	42,566	−211	trim
350	WINDWARD CAPITAL MANAGEMENT CO /CA	$8.4M	42,126	−117	trim
351	IHT Wealth Management, LLC	$8.3M	41,729	+4,817	add
352	BEACON INVESTMENT ADVISORY SERVICES, INC.	$8.2M	41,244	+41,244	new
353	Alphadyne Asset Management LP	$8.2M	41,055	+38,826	add
354	TRITONPOINT WEALTH, LLC	$8.1M	40,826	−371	trim
355	MOORE CAPITAL MANAGEMENT, LP	$8.1M	40,741	−26,210	trim
356	CADINHA & CO LLC	$8.1M	40,610	+35,091	add
357	GLENMEDE TRUST CO NA	$7.9M	39,917	+2,168	add
358	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.9M	39,665	−190	trim
359	Y-Intercept (Hong Kong) Ltd	$7.8M	39,360	+39,360	new
360	BUFFALO BUSINESS & ESTATE SERVICES LTD	$7.8M	39,160	+31,897	add
361	PEAK6 LLC	$7.8M	39,144	−260,996	trim
362	SCS Capital Management LLC	$7.7M	38,535	−1,928	trim
363	Stratos Wealth Partners, LTD.	$7.6M	38,420	+867	add
364	Maryland State Retirement & Pension System	$7.6M	38,202	+966	add
365	Steigerwald, Gordon & Koch Inc.	$7.6M	37,965	+2,412	add
366	ADAMS DIVERSIFIED EQUITY FUND, INC.	$7.5M	37,700	+37,700	new
367	DKRT Investments Corp.	$7.5M	37,500	0	no change
368	PATTEN & PATTEN INC/TN	$7.4M	37,357	+2,257	add
369	OMERS ADMINISTRATION Corp	$7.4M	37,128	+9,093	add
370	INTERCAPITAL, LLC	$7.4M	37,000	−12,800	trim
371	FAGAN ASSOCIATES, INC.	$7.3M	36,794	+277	add
372	JOHNSON INVESTMENT COUNSEL INC	$7.3M	36,773	−740	trim
373	Bell & Brown Wealth Advisors, LLC	$7.3M	36,676	+463	add
374	NICOLET BANKSHARES INC	$7.3M	35,698	+35,698	new
375	Live Oak Private Wealth LLC	$7.3M	36,518	+1,158	add
376	Schonfeld Strategic Advisors LLC	$7.2M	36,349	−236,026	trim
377	SIERRA SUMMIT ADVISORS LLC	$7.2M	36,321	+36,321	new
378	BNP Paribas Asset Management Holding S.A.	$7.2M	36,119	−264,945	trim
379	Financiere des Professionnels - Fonds d'investissement inc.	$7.2M	35,968	+29,598	add
380	Themes Management Co LLC	$7.1M	35,905	+15,084	add
381	JANE STREET GROUP, LLC	$7.1M	35,837	−10,870	trim
382	CENTRAL TRUST Co	$7.1M	35,807	+196	add
383	MEYER HANDELMAN CO	$7.1M	35,711	−1,500	trim
384	ALLIANZ SE	$7.1M	35,594	+30,380	add
385	Next Level Private LLC	$7.0M	35,262	+290	add
386	Ally Financial Inc.	$7.0M	35,000	0	no change
387	CHOREO, LLC	$6.9M	34,825	+5,701	add
388	Sepio Capital, LP	$6.9M	34,737	−2,328	trim
389	MONETA GROUP INVESTMENT ADVISORS LLC	$6.9M	34,583	+1,592	add
390	INDEPENDENT FINANCIAL GROUP, LLC	$6.9M	34,544	—	no prior
391	ABN AMRO INVESTMENT SOLUTIONS	$6.8M	34,243	+4,907	add
392	KWMG, LLC	$6.8M	34,134	+1,031	add
393	Old North State Wealth Management, LLC	$6.8M	33,965	+6,479	add
394	LAZARI CAPITAL MANAGEMENT, INC.	$6.7M	33,879	+1,488	add
395	Fort Sheridan Advisors LLC	$6.7M	33,673	+52	add
396	BRADLEY FOSTER & SARGENT INC/CT	$6.7M	33,468	−29,580	trim
397	Envestnet Portfolio Solutions, Inc.	$6.6M	33,405	−25,255	trim
398	Vident Advisory, LLC	$6.6M	33,259	+11,592	add
399	B. Riley Wealth Advisors, Inc.	$6.6M	34,648	−1,515	trim
400	Vontobel Holding Ltd.	$6.5M	32,697	+7,210	add
401	Pinnacle Financial Partners, Inc.	$6.5M	32,638	+3,478	add
402	HBK INVESTMENTS L P	$6.5M	32,534	+32,534	new
403	First Dallas Securities Inc.	$6.5M	32,437	+745	add
404	Cambridge Financial Group, Inc.	$6.5M	32,410	+1,635	add
405	Ratan Capital Management LP	$6.4M	32,328	−35,672	trim
406	MUFG Securities EMEA plc	$6.4M	32,197	−53,081	trim
407	Mutual Advisors, LLC	$6.4M	32,000	+6,013	add
408	Peregrine Asset Advisers, Inc.	$6.3M	31,821	−732	trim
409	Sowell Financial Services LLC	$6.3M	31,755	+877	add
410	Brookstone Capital Management	$6.3M	31,522	−266	trim
411	Stamos Capital Partners, L.P.	$6.1M	30,460	+3,082	add
412	Cane Capital Partners, LLC	$6.0M	30,176	+12,110	add
413	EagleClaw Capital Managment, LLC	$5.9M	29,505	−150	trim
414	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$5.8M	29,215	−106,223	trim
415	Stanley-Laman Group, Ltd.	$5.8M	29,196	+905	add
416	KKM Financial LLC	$5.8M	26,669	0	no change
417	Man Group plc	$5.8M	29,016	−54,740	trim
418	McAlister, Sweet & Associates, Inc.	$5.8M	28,966	+28,966	new
419	Pure Financial Advisors, LLC	$5.7M	28,770	+1,158	add
420	Sterling Capital Management LLC	$5.7M	28,705	−1,285	trim
421	TOKIO MARINE ASSET MANAGEMENT CO LTD	$5.7M	28,631	+2,649	add
422	INTECH INVESTMENT MANAGEMENT LLC	$5.7M	28,591	+1,613	add
423	Soltis Investment Advisors LLC	$5.6M	28,298	+983	add
424	THOMPSON INVESTMENT MANAGEMENT, INC.	$5.6M	28,261	−244	trim
425	SteelPeak Wealth, LLC	$5.6M	28,205	+7,796	add
426	Gibbs Wealth Management	$5.6M	28,171	+19,208	add
427	Larson Financial Group LLC	$5.6M	28,106	+823	add
428	EP Wealth Advisors, LLC	$5.6M	28,008	+1,130	add
429	Advisors Asset Management, Inc.	$5.6M	27,930	+4,042	add
430	EDMOND DE ROTHSCHILD HOLDING S.A.	$5.5M	27,680	+26,680	add
431	HB Wealth Management, LLC	$5.5M	27,598	+3,356	add
432	ICICI Prudential Asset Management Co Ltd	$5.5M	27,522	−12,560	trim
433	Sigma Planning Corp	$5.4M	27,230	+2,467	add
434	Bouvel Investment Partners, LLC	$5.4M	27,161	+269	add
435	Mengis Capital Management, Inc.	$5.3M	26,680	+5,710	add
436	Codex Capital Asset Management L.L.C.	$5.3M	26,500	+26,500	new
437	Gray Foundation	$5.3M	26,400	0	no change
438	Leelyn Smith, LLC	$5.2M	26,305	+1,021	add
439	Texas Yale Capital Corp.	$5.2M	26,274	0	no change
440	Bedell Frazier Investment Counselling, LLC	$5.2M	26,155	−7	trim
441	CASTLEARK MANAGEMENT LLC	$5.2M	26,080	−22,690	trim
442	PFG Investments, LLC	$5.2M	25,942	+751	add
443	INTEGRITY WEALTH ADVISORS, INC.	$5.2M	25,892	+4,064	add
444	Apollon Wealth Management, LLC	$5.1M	25,714	+838	add
445	Clark Capital Management Group, Inc.	$5.1M	25,531	−345	trim
446	Composition Wealth, LLC	$5.1M	25,506	+361	add
447	Aviance Capital Partners, LLC	$5.1M	25,464	−16	trim
448	Vest Financial, LLC	$5.0M	25,356	+2,483	add
449	Blue Zone Wealth Advisors, LLC	$5.0M	25,331	−315	trim
450	Hennion & Walsh Asset Management, Inc.	$5.0M	25,305	+3,894	add
451	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$5.0M	25,128	+107	add
452	COLDSTREAM CAPITAL MANAGEMENT INC	$5.0M	25,092	+2,800	add
453	Clear Street Group Inc.	$5.0M	25,053	−8,011	trim
454	CITIZENS FINANCIAL GROUP INC/RI	$5.0M	24,957	+12,150	add
455	Moors & Cabot, Inc.	$5.0M	24,898	+774	add
456	WINTON GROUP Ltd	$4.9M	24,813	−52,976	trim
457	Fiera Capital Corp	$4.9M	24,716	−1,195	trim
458	Phoenix Financial Ltd.	$4.9M	24,581	−536	trim
459	KP Management LLC	$4.9M	24,500	−2,500	trim
460	GERMAN AMERICAN BANCORP, INC.	$4.9M	24,472	+167	add
461	Portside Wealth Group, LLC	$4.9M	24,393	+2,051	add
462	Shay Capital LLC	$4.8M	24,000	−8,100	trim
463	Victrix Investment Advisors	$4.8M	23,991	+1,001	add
464	Compound Planning, Inc.	$4.8M	23,958	+721	add
465	Snowden Capital Advisors LLC	$4.7M	23,531	+2,050	add
466	HUB Investment Partners, LLC	$4.7M	23,516	+2,706	add
467	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.7M	23,471	−32,416	trim
468	Bank Julius Baer & Co. Ltd, Zurich	$4.7M	23,924	+12,095	add
469	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$4.6M	23,029	+15,764	add
470	LAKE STREET PRIVATE WEALTH, LLC	$4.6M	22,972	+18,117	add
471	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$4.6M	22,950	0	no change
472	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$4.6M	22,861	+7,688	add
473	Venture Visionary Partners LLC	$4.5M	22,733	+916	add
474	Mystic Asset Management, Inc.	$4.5M	22,707	−261	trim
475	Independent Advisor Alliance	$4.5M	22,562	+1,438	add
476	D L CARLSON INVESTMENT GROUP INC	$4.5M	22,545	+516	add
477	NEEDHAM INVESTMENT MANAGEMENT LLC	$4.5M	22,500	0	no change
478	Barbara Oil Co.	$4.5M	22,500	0	no change
479	Apriem Advisors	$4.5M	22,424	−155	trim
480	WHITTIER TRUST CO OF NEVADA INC	$4.5M	20,965	−1,537	trim
481	Metis Global Partners, LLC	$4.4M	22,330	−2,441	trim
482	Hillman Capital Management, Inc.	$4.4M	22,326	−3,101	trim
483	Clearstead Advisors, LLC	$4.4M	22,290	+893	add
484	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$4.4M	22,285	+4,359	add
485	Kingsview Wealth Management, LLC	$4.4M	22,227	+1,048	add
486	Pegasus Asset Management, Inc.	$4.4M	22,100	+436	add
487	Stratos Investment Management, LLC	$4.4M	22,070	+19,869	add
488	CASTLEKEEP INVESTMENT ADVISORS LLC	$4.3M	21,836	+736	add
489	Advisors Capital Management, LLC	$4.3M	21,833	+38	add
490	Farmers & Merchants Trust Co of Long Beach	$4.3M	21,833	−326	trim
491	MUFG SECURITIES AMERICAS INC.	$4.3M	21,731	+635	add
492	Savant Capital, LLC	$4.3M	21,675	+1,493	add
493	North Dakota State Investment Board	$4.3M	21,660	−3,970	trim
494	INSIGNEO ADVISORY SERVICES, LLC	$4.3M	21,564	+3,636	add
495	Rench Wealth Management, Inc.	$4.3M	21,541	+246	add
496	Wealthspire Advisors, LLC	$4.3M	21,518	−1,199	trim
497	AE Wealth Management LLC	$4.3M	21,503	+5,649	add
498	FOURPATH CAPITAL MANAGEMENT, LLC	$4.2M	21,306	+4,790	add
499	SECURIAN ASSET MANAGEMENT, INC	$4.2M	21,292	0	no change
500	Oak Thistle LLC	$4.2M	21,291	+14,111	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 2 Kevin Hern R–OK-1, Julie Johnson D–TX-32 $17K–$80K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Caxton Associates, Gotham Asset Management $123M held
Trimming: 2 Viking Global Investors, Moore Capital Management $644M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BOEING CO

Merged timeline of congressional filings and notable-manager moves on BA
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	Sale	$1K–$15K
2026-09-01	Kevin Hern Congress	Sale	$15K–$50K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+597 sh
2026-05-15	Viking Global Investors 13F	trim	−757,046 sh
2026-05-15	Moore Capital Management 13F	trim	−26,210 sh
2026-05-14	Caxton Associates 13F	add	+600,366 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

56 members of Congress disclosed BA — the congressional view ↗