Public record / Tickers / BA

BA — BOEING CO

Both disclosure regimes on one name: who in Congress filed about BA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
213
all PTR rows naming BA
Members · 12m
8
6 buys · 8 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Pat Fallon · $100K–$250K

Sale · traded 2021-03-22 → filed 2022-05-14. Ranked over every BA row by the provable lower bound, never a point estimate.

8 members · 6 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

77 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

33 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 33 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-13 +19d$1K–$15K
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-13 +19d$15K–$50K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-02 LATE·246d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-12-02 LATE·246d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 213 ↗

Members active in BA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BA in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$29.0K to $13.0K4
David Rouzer R–NC-72−$30.0K to −$2.0K3
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Kevin Hern R–OK-12−$65.0K to −$16.0K1
Maria Elvira Salazar R–FL-272$16.0K to $65.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-09-01Kevin Hern CongressSale$15K–$50K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+597 sh
2026-05-15Viking Global Investors 13Ftrim−757,046 sh
2026-05-15Moore Capital Management 13Ftrim−26,210 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$11.6B1
2FMR LLC$11.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$10.2B1
4STATE STREET CORP$7.4B1
5Newport Trust Company, LLC$5.7B1
6Capital World Investors$5.1B1
7GEODE CAPITAL MANAGEMENT, LLC$3.5B1
8LOOMIS SAYLES & CO L P$2.8B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
10BANK OF AMERICA CORP /DE/$2.3B1
11MORGAN STANLEY$2.1B1
12JENNISON ASSOCIATES LLC$2.0B1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.7B1
14UBS Group AG$1.4B1
15Pentwater Capital Management LP$1.4B1
16NORTHERN TRUST CORP$1.3B1
17Fisher Asset Management, LLC$1.2B1
18ROYAL BANK OF CANADA$1.2B1
19Invesco Ltd.$1.2B1
20AMERIPRISE FINANCIAL INC$1.0B1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$892M1
22VANGUARD FIDUCIARY TRUST CO$882M1
23JPMORGAN CHASE & CO$878M1
24Nuveen, LLC$827M1
25Capital Research Global Investors$810M1
26WELLS FARGO & COMPANY/MN$767M1
27Janus Henderson Group Ltd.$760M1
28DEUTSCHE BANK AG\$721M1
29Bank of New York Mellon Corp$709M1
30Legal & General Group Plc$655M1
31VIKING GLOBAL INVESTORS LP$636M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$615M1
33WELLINGTON MANAGEMENT GROUP LLP$458M1
34Swiss National Bank$457M1
35Sumitomo Mitsui Trust Group, Inc.$406M1
36RAYMOND JAMES FINANCIAL INC$392M1
37Mitsubishi UFJ Asset Management Co., Ltd.$384M1
38Vanguard Global Advisers, LLC$341M1
39BARCLAYS PLC$339M1
40National Pension Service$328M1
41DIMENSIONAL FUND ADVISORS LP$326M1
42LPL Financial LLC$291M1
43CITIGROUP INC$289M1
44ALLIANCEBERNSTEIN L.P.$287M1
45CANADA PENSION PLAN INVESTMENT BOARD$282M1
46NATIONAL BANK OF CANADA /FI/$270M1
47DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$263M1
48AQR CAPITAL MANAGEMENT LLC$258M1
49HSBC HOLDINGS PLC$241M1
50CIBC Bancorp USA Inc.$236M1
51PRINCIPAL FINANCIAL GROUP INC$236M1
52Amundi$235M1
53VANGUARD ASSET MANAGEMENT, Ltd$233M1
54VICTORY CAPITAL MANAGEMENT INC$226M1
55Clearbridge Investments, LLC$215M1
56STIFEL FINANCIAL CORP$204M1
57CITADEL ADVISORS LLC$199M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$198M1
59RENAISSANCE TECHNOLOGIES LLC$185M1
60Ensign Peak Advisors, Inc$184M1
61BLAIR WILLIAM & CO/IL$184M1
62ENVESTNET ASSET MANAGEMENT INC$183M1
63NEW YORK STATE COMMON RETIREMENT FUND$179M1
64HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$175M1
65SUSQUEHANNA INTERNATIONAL GROUP, LLP$163M1
66ADAGE CAPITAL PARTNERS GP, L.L.C.$159M1
67PRIMECAP MANAGEMENT CO/CA/$158M1
68BANK OF MONTREAL /CAN/$156M1
69FIRST TRUST ADVISORS LP$150M1
70VOYA INVESTMENT MANAGEMENT LLC$147M1
71BALYASNY ASSET MANAGEMENT L.P.$143M1
72Southpoint Capital Advisors LP$139M1
73MILLENNIUM MANAGEMENT LLC$137M1
74HighTower Advisors, LLC$135M1
75STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$132M1
76Aberdeen Group plc$131M1
77AVIVA PLC$130M1
78Connor, Clark & Lunn Investment Management Ltd.$128M1
791832 Asset Management L.P.$124M1
80Rovida Investment Management Ltd$123M1
81CAXTON ASSOCIATES LLP$122M1
82LAZARD ASSET MANAGEMENT LLC$113M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$110M1
84Hill City Capital, LP$110M1
85PRUDENTIAL FINANCIAL INC$107M1
86FIFTH THIRD BANCORP$103M1
87Brevan Howard Capital Management LP$102M1
88FRANKLIN RESOURCES INC$102M1
89MARSICO CAPITAL MANAGEMENT LLC$100M1
90NOMURA ASSET MANAGEMENT CO LTD$99.7M1
91Korea Investment CORP$99.2M1
92GREAT LAKES ADVISORS, LLC$97.4M1
93Rockefeller Capital Management L.P.$95.0M1
94SEI INVESTMENTS CO$88.2M1
95ING GROEP NV$88.1M1
96Squarepoint Ops LLC$87.0M1
97Asset Management One Co., Ltd.$86.1M1
98STATE OF WISCONSIN INVESTMENT BOARD$83.5M1
99Avala Global LP$81.9M1
100Douglas Lane & Associates, LLC$81.6M1
101PFA Pension, Forsikringsaktieselskab$81.4M1
102VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$81.2M1
103HOMESTEAD ADVISERS CORP$79.9M1
104CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$78.1M1
105Creative Planning$78.0M1
106Chevy Chase Trust Holdings, LLC$77.2M1
107Corient Private Wealth LLC$76.1M1
108ROYAL LONDON ASSET MANAGEMENT LTD$75.7M1
109TD ASSET MANAGEMENT INC$73.6M1
110Baird Financial Group, Inc.$72.7M1
111Empower Advisory Group, LLC$71.2M1
112OSAIC HOLDINGS, INC.$71.1M1
113Mirae Asset Global Investments Co., Ltd.$70.9M1
114Sumitomo Mitsui DS Asset Management Company, Ltd$69.7M1
115Calamos Advisors LLC$68.9M1
116TRUIST FINANCIAL CORP$68.6M1
117Vanguard Investments Australia, Ltd.$68.4M1
118Senator Investment Group LP$67.9M1
119Spectrum Financial Alliance Ltd LLC$67.6M1
120STALEY CAPITAL ADVISERS INC$66.7M1
121NewEdge Advisors, LLC$65.8M1
122JUPITER ASSET MANAGEMENT LTD$65.4M1
123MACKENZIE FINANCIAL CORP$65.3M1
124Quantinno Capital Management LP$64.7M1
125Cetera Investment Advisers$64.0M1
126COMMONWEALTH EQUITY SERVICES, LLC$63.8M1
127Mitsubishi UFJ Trust & Banking Corp$63.7M1
128US BANCORP \DE\$63.1M1
129Junto Capital Management LP$63.0M1
130CAUSEWAY CAPITAL MANAGEMENT LLC$62.5M1
131Focus Partners Wealth$60.3M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$60.2M1
133CAPITAL ADVISORS INC/OK$57.3M1
134Tredje AP-fonden$56.9M1
135BOWEN HANES & CO INC$56.9M1
136Danica Pension, Livsforsikringsaktieselskab$56.3M1
137State of New Jersey Common Pension Fund D$53.6M1
138Cerity Partners LLC$52.4M1
139Mariner, LLC$52.1M1
140Pictet Asset Management Holding SA$52.0M1
141DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$51.7M1
142KING STREET CAPITAL MANAGEMENT, L.P.$51.4M1
143Sather Financial Group Inc$50.5M1
144KEYBANK NATIONAL ASSOCIATION/OH$48.5M1
145Glenview Trust Co$48.4M1
146Point72 Asset Management, L.P.$48.1M1
147WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$47.9M1
148ProShare Advisors LLC$47.7M1
149Capital International, Inc./CA/$47.5M1
150Resona Asset Management Co.,Ltd.$47.0M1
151TORONTO DOMINION BANK$46.7M1
152D. E. Shaw & Co., Inc.$46.4M1
153DANSKE BANK A/S$46.1M1
154Allen Investment Management, LLC$45.8M1
155ZWJ INVESTMENT COUNSEL INC$44.4M1
156Zurcher Kantonalbank (Zurich Cantonalbank)$43.1M1
157Daiwa Securities Group Inc.$43.0M1
158Arizona State Retirement System$42.7M1
159CACTI ASSET MANAGEMENT LLC$42.7M1
160Czech National Bank$42.6M1
161CWM, LLC$42.2M1
162D.A. DAVIDSON & CO.$42.2M1
163MARK ASSET MANAGEMENT LP$41.0M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$40.8M1
165Rafferty Asset Management, LLC$40.5M1
166Allspring Global Investments Holdings, LLC$40.4M1
167NATIXIS$40.1M1
168CIBC Asset Management Inc$39.9M1
169MEITAV INVESTMENT HOUSE LTD$39.3M1
170Minneapolis Portfolio Management Group, LLC$39.3M1
171ARS Investment Partners, LLC$38.9M1
172Woodline Partners LP$38.1M1
173NISA INVESTMENT ADVISORS, LLC$37.8M1
174WAYCROSS PARTNERS, LLC$37.5M1
175MetLife Investment Management, LLC$37.4M1
176Nippon Life Global Investors Americas, Inc.$36.9M1
177Symmetry Investments LP$36.6M1
178COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$36.4M1
179REGIONS FINANCIAL CORP$36.2M1
180HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$35.8M1
181CLOUGH CAPITAL PARTNERS L P$35.7M1
182CI INVESTMENTS INC.$33.4M1
183Retirement Systems of Alabama$33.2M1
184NOMURA HOLDINGS INC$33.1M1
185Alpha Wave Global, LP$32.9M1
186Engineers Gate Manager LP$32.7M1
187Quadrature Capital Ltd$32.0M1
188Kestra Advisory Services, LLC$31.4M1
189Bank Pictet & Cie (Europe) AG$31.1M1
190Americana Partners, LLC$30.9M1
191KLCM Advisors, Inc.$30.6M1
192Shaolin Capital Management LLC$30.0M1
193GATEWAY INVESTMENT ADVISERS LLC$30.0M1
194Allianz Asset Management GmbH$29.5M1
195Walleye Capital LLC$29.4M1
196BANK OF NOVA SCOTIA$29.0M1
197&PARTNERS$28.4M1
198NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$28.1M1
199TEACHER RETIREMENT SYSTEM OF TEXAS$27.8M1
200XPONANCE LLC$26.9M1
201Azimuth Capital Investment Management LLC$25.7M1
202PICTON MAHONEY ASSET MANAGEMENT$25.3M1
203PUBLIC SECTOR PENSION INVESTMENT BOARD$25.2M1
204ABSHER WEALTH MANAGEMENT, LLC$24.7M1
205General Pension Society PZU Joint Stock Co$24.7M1
206MERCER GLOBAL ADVISORS INC /ADV$24.7M1
207Utah Retirement Systems$24.5M1
208Equitable Holdings, Inc.$24.2M1
209Henshaw Capital LLC$24.1M1
210MAPLELANE CAPITAL, LLC$23.9M1
211Graham Capital Management, L.P.$23.7M1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$23.3M1
213Kimelman & Baird, LLC$23.3M1
214Pathstone Holdings, LLC$23.1M1
215NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$23.0M1
216IEQ CAPITAL, LLC$22.3M1
217NEOS Investment Management LLC$22.3M1
218GENDELL JEFFREY L$21.9M1
219OSTERWEIS CAPITAL MANAGEMENT INC$21.7M1
220NEW YORK LIFE INVESTMENT MANAGEMENT LLC$21.7M1
221Dilation Capital Management LP$21.7M1
222Verition Fund Management LLC$21.6M1
223Tidal Investments LLC$21.5M1
224Cercano Management LLC$21.5M1
225BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$21.5M1
226Trexquant Investment LP$21.3M1
227QRG CAPITAL MANAGEMENT, INC.$20.7M1
228Capital International Sarl$20.4M1
229DAVIDSON INVESTMENT ADVISORS$20.4M1
230Steward Partners Investment Advisory, LLC$20.4M1
231Beacon Pointe Advisors, LLC$20.1M1
232NISSAY ASSET MANAGEMENT CORP /JAPAN$19.9M1
233Private Advisor Group, LLC$19.9M1
234TD Waterhouse Canada Inc.$19.8M1
235BBFIT INVESTMENTS PTE LTD$19.7M1
236Calamos Wealth Management LLC$19.5M1
237Jain Global LLC$19.2M1
238EAGLE GLOBAL ADVISORS LLC$19.2M1
239Empowered Funds, LLC$18.8M1
240Electron Capital Partners, LLC$18.6M1
241CREDIT AGRICOLE S A$18.5M1
242DAVENPORT & Co LLC$18.3M1
243Parallax Volatility Advisers, L.P.$18.2M1
244Banco Santander, S.A.$18.1M1
245BSN Capital Partners Ltd$18.1M1
246MML INVESTORS SERVICES, LLC$18.0M1
247OREGON PUBLIC EMPLOYEES RETIREMENT FUND$17.9M1
248MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$17.1M1
249Sender Co & Partners, Inc.$17.0M1
250Investment Management Corp of Ontario$16.9M1
251CIBC WORLD MARKET INC.$16.4M1
252MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.2M1
253M&T BANK CORP$16.1M1
254DDD Partners, LLC$16.1M1
255Wealthfront Advisers LLC$15.6M1
256Yarbrough Capital, LLC$15.4M1
257Vanguard Personalized Indexing Management, LLC$15.3M1
258Atria Investments, Inc$15.0M1
259Saba Capital Management, L.P.$14.7M1
260SHELTON CAPITAL MANAGEMENT$14.7M1
261IFM Investors Pty Ltd$14.5M1
262FIRST MANHATTAN CO. LLC.$14.5M1
263OPPENHEIMER ASSET MANAGEMENT INC.$14.4M1
264MACQUARIE GROUP LTD$14.4M1
265AMERICAN CENTURY COMPANIES INC$14.3M1
266YOUSIF CAPITAL MANAGEMENT, LLC$14.3M1
267Swiss Life Asset Management Ltd$14.2M1
268FACTORY MUTUAL INSURANCE CO$14.2M1
269CAPSTONE INVESTMENT ADVISORS, LLC$14.1M1
270FRG Family Wealth Advisors LLC$14.1M1
271Summit Financial, LLC$14.1M1
272Generali Powszechne Towarzystwo Emerytalne$13.9M1
273GARDNER LEWIS ASSET MANAGEMENT L P$13.9M1
274CMH Wealth Management LLC$13.7M1
275FRANKLIN STREET ADVISORS INC /NC$13.3M1
276Concurrent Investment Advisors, LLC$13.3M1
277RWA WEALTH PARTNERS, LLC$13.2M1
278OneDigital Investment Advisors LLC$13.1M1
279U.S. Capital Wealth Advisors, LLC$12.9M1
280Financial Engines Advisors L.L.C.$12.8M1
281RPG Investment Advisory, LLC$12.8M1
282Avior Wealth Management, LLC$12.8M1
283Third View Private Wealth, LLC$12.8M1
284OPPENHEIMER & CO INC$12.7M1
285U S GLOBAL INVESTORS INC$12.5M1
286WOLVERINE ASSET MANAGEMENT LLC$12.3M1
287Foster Victor Wealth Advisors, LLC$12.3M1
288LEVIN CAPITAL STRATEGIES, L.P.$12.3M1
289Granite Investment Partners, LLC$12.2M1
290NORTH POINT PORTFOLIO MANAGERS CORP/OH$12.0M1
291Archon Partners LLC$11.9M1
292Sequoia Financial Advisors, LLC$11.9M1
293KESTRA PRIVATE WEALTH SERVICES, LLC$11.9M1
294Norinchukin Bank, The$11.9M1
295Welch Financial Planning, LLC$11.8M1
296COMMERCE BANK$11.8M1
297UniSuper Management Pty Ltd$11.7M1
298Federation des caisses Desjardins du Quebec$11.5M1
299Orion Porfolio Solutions, LLC$11.5M1
300Walleye Trading LLC$11.4M1
301J.W. COLE ADVISORS, INC.$11.2M1
302Lido Advisors, LLC$11.2M1
303CANTOR FITZGERALD, L. P.$11.2M1
304CMG Global Holdings, LLC$11.2M1
305Xcel Wealth Management, LLC$11.1M1
306Hodges Capital Management Inc.$11.0M1
307Atlantic Union Bankshares Corp$10.9M1
308COMPASS CAPITAL MANAGEMENT, INC$10.7M1
309NWAM LLC$10.5M1
310NFJ INVESTMENT GROUP, LLC$10.4M1
311Elo Mutual Pension Insurance Co$10.4M1
312GENERAL AMERICAN INVESTORS CO INC$10.4M1
313SMA Capital LLC$10.3M1
314PINNACLE ASSOCIATES LTD$10.3M1
315VALUEWORKS LLC$10.1M1
316HIGHLAND CAPITAL MANAGEMENT, LLC$10.0M1
317Troluce Capital Advisors LLC$10.0M1
318CONNORS INVESTOR SERVICES INC$10.0M1
319Waverly Advisors, LLC$9.9M1
320SCOTIA CAPITAL INC.$9.9M1
321UNITED CAPITAL FINANCIAL ADVISORS, LLC$9.8M1
322Hudson Bay Capital Management LP$9.8M1
323NorthCrest Asset Manangement, LLC$9.7M1
324SCHRODER INVESTMENT MANAGEMENT GROUP$9.6M1
325STEPHENS INC /AR/$9.5M1
326MAI Capital Management$9.5M1
327Prospera Financial Services Inc$9.5M1
328Channing Capital Management, LLC$9.5M1
329MIZUHO SECURITIES USA LLC$9.4M1
330Old West Investment Management, LLC$9.3M1
331CAPITAL INTERNATIONAL LTD /CA/$9.3M1
332Modern Wealth Management, LLC$9.3M1
333Vestmark Advisory Solutions, Inc.$9.3M1
334XTX Topco Ltd$9.3M1
335Leonteq Securities AG$9.2M1
336Strategic Wealth Investment Group, LLC$9.2M1
337Empire Financial Management Company, LLC$9.1M1
338Strong Tower Advisory Services$9.1M1
339Canada Post Corp Registered Pension Plan$9.1M1
340Callan Family Office, LLC$8.9M1
341HARTFORD INVESTMENT MANAGEMENT CO$8.9M1
342Private Advisory Group LLC$8.9M1
343Merit Financial Group, LLC$8.8M1
344WHITTIER TRUST CO$8.7M1
345Aptus Capital Advisors, LLC$8.7M1
346Allworth Financial LP$8.6M1
347TWO SIGMA INVESTMENTS, LP$8.5M1
348BROWN ADVISORY INC$8.5M1
349Prospect Financial Services LLC$8.5M1
350WINDWARD CAPITAL MANAGEMENT CO /CA$8.4M1
351IHT Wealth Management, LLC$8.3M1
352BEACON INVESTMENT ADVISORY SERVICES, INC.$8.2M1
353Alphadyne Asset Management LP$8.2M1
354TRITONPOINT WEALTH, LLC$8.1M1
355MOORE CAPITAL MANAGEMENT, LP$8.1M1
356CADINHA & CO LLC$8.1M1
357GLENMEDE TRUST CO NA$7.9M1
358CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.9M1
359Y-Intercept (Hong Kong) Ltd$7.8M1
360BUFFALO BUSINESS & ESTATE SERVICES LTD$7.8M1
361PEAK6 LLC$7.8M1
362SCS Capital Management LLC$7.7M1
363Stratos Wealth Partners, LTD.$7.6M1
364Maryland State Retirement & Pension System$7.6M1
365Steigerwald, Gordon & Koch Inc.$7.6M1
366ADAMS DIVERSIFIED EQUITY FUND, INC.$7.5M1
367DKRT Investments Corp.$7.5M1
368PATTEN & PATTEN INC/TN$7.4M1
369OMERS ADMINISTRATION Corp$7.4M1
370INTERCAPITAL, LLC$7.4M1
371FAGAN ASSOCIATES, INC.$7.3M1
372JOHNSON INVESTMENT COUNSEL INC$7.3M1
373Bell & Brown Wealth Advisors, LLC$7.3M1
374NICOLET BANKSHARES INC$7.3M1
375Live Oak Private Wealth LLC$7.3M1
376Schonfeld Strategic Advisors LLC$7.2M1
377SIERRA SUMMIT ADVISORS LLC$7.2M1
378BNP Paribas Asset Management Holding S.A.$7.2M1
379Financiere des Professionnels - Fonds d'investissement inc.$7.2M1
380Themes Management Co LLC$7.1M1
381JANE STREET GROUP, LLC$7.1M1
382CENTRAL TRUST Co$7.1M1
383MEYER HANDELMAN CO$7.1M1
384ALLIANZ SE$7.1M1
385Next Level Private LLC$7.0M1
386Ally Financial Inc.$7.0M1
387CHOREO, LLC$6.9M1
388Sepio Capital, LP$6.9M1
389MONETA GROUP INVESTMENT ADVISORS LLC$6.9M1
390INDEPENDENT FINANCIAL GROUP, LLC$6.9M1
391ABN AMRO INVESTMENT SOLUTIONS$6.8M1
392KWMG, LLC$6.8M1
393Old North State Wealth Management, LLC$6.8M1
394LAZARI CAPITAL MANAGEMENT, INC.$6.7M1
395Fort Sheridan Advisors LLC$6.7M1
396BRADLEY FOSTER & SARGENT INC/CT$6.7M1
397Envestnet Portfolio Solutions, Inc.$6.6M1
398Vident Advisory, LLC$6.6M1
399B. Riley Wealth Advisors, Inc.$6.6M1
400Vontobel Holding Ltd.$6.5M1
401Pinnacle Financial Partners, Inc.$6.5M1
402HBK INVESTMENTS L P$6.5M1
403First Dallas Securities Inc.$6.5M1
404Cambridge Financial Group, Inc.$6.5M1
405Ratan Capital Management LP$6.4M1
406MUFG Securities EMEA plc$6.4M1
407Mutual Advisors, LLC$6.4M1
408Peregrine Asset Advisers, Inc.$6.3M1
409Sowell Financial Services LLC$6.3M1
410Brookstone Capital Management$6.3M1
411Stamos Capital Partners, L.P.$6.1M1
412Cane Capital Partners, LLC$6.0M1
413EagleClaw Capital Managment, LLC$5.9M1
414CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.8M1
415Stanley-Laman Group, Ltd.$5.8M1
416KKM Financial LLC$5.8M1
417Man Group plc$5.8M1
418McAlister, Sweet & Associates, Inc.$5.8M1
419Pure Financial Advisors, LLC$5.7M1
420Sterling Capital Management LLC$5.7M1
421TOKIO MARINE ASSET MANAGEMENT CO LTD$5.7M1
422INTECH INVESTMENT MANAGEMENT LLC$5.7M1
423Soltis Investment Advisors LLC$5.6M1
424THOMPSON INVESTMENT MANAGEMENT, INC.$5.6M1
425SteelPeak Wealth, LLC$5.6M1
426Gibbs Wealth Management$5.6M1
427Larson Financial Group LLC$5.6M1
428EP Wealth Advisors, LLC$5.6M1
429Advisors Asset Management, Inc.$5.6M1
430EDMOND DE ROTHSCHILD HOLDING S.A.$5.5M1
431HB Wealth Management, LLC$5.5M1
432ICICI Prudential Asset Management Co Ltd$5.5M1
433Sigma Planning Corp$5.4M1
434Bouvel Investment Partners, LLC$5.4M1
435Mengis Capital Management, Inc.$5.3M1
436Codex Capital Asset Management L.L.C.$5.3M1
437Gray Foundation$5.3M1
438Leelyn Smith, LLC$5.2M1
439Texas Yale Capital Corp.$5.2M1
440Bedell Frazier Investment Counselling, LLC$5.2M1
441CASTLEARK MANAGEMENT LLC$5.2M1
442PFG Investments, LLC$5.2M1
443INTEGRITY WEALTH ADVISORS, INC.$5.2M1
444Apollon Wealth Management, LLC$5.1M1
445Clark Capital Management Group, Inc.$5.1M1
446Composition Wealth, LLC$5.1M1
447Aviance Capital Partners, LLC$5.1M1
448Vest Financial, LLC$5.0M1
449Blue Zone Wealth Advisors, LLC$5.0M1
450Hennion & Walsh Asset Management, Inc.$5.0M1
451NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.0M1
452COLDSTREAM CAPITAL MANAGEMENT INC$5.0M1
453Clear Street Group Inc.$5.0M1
454CITIZENS FINANCIAL GROUP INC/RI$5.0M1
455Moors & Cabot, Inc.$5.0M1
456WINTON GROUP Ltd$4.9M1
457Fiera Capital Corp$4.9M1
458Phoenix Financial Ltd.$4.9M1
459KP Management LLC$4.9M1
460GERMAN AMERICAN BANCORP, INC.$4.9M1
461Portside Wealth Group, LLC$4.9M1
462Shay Capital LLC$4.8M1
463Victrix Investment Advisors$4.8M1
464Compound Planning, Inc.$4.8M1
465Snowden Capital Advisors LLC$4.7M1
466HUB Investment Partners, LLC$4.7M1
467BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.7M1
468Bank Julius Baer & Co. Ltd, Zurich$4.7M1
469JAMISON PRIVATE WEALTH MANAGEMENT, INC.$4.6M1
470LAKE STREET PRIVATE WEALTH, LLC$4.6M1
471R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$4.6M1
472LONGFELLOW INVESTMENT MANAGEMENT CO LLC$4.6M1
473Venture Visionary Partners LLC$4.5M1
474Mystic Asset Management, Inc.$4.5M1
475Independent Advisor Alliance$4.5M1
476D L CARLSON INVESTMENT GROUP INC$4.5M1
477NEEDHAM INVESTMENT MANAGEMENT LLC$4.5M1
478Barbara Oil Co.$4.5M1
479Apriem Advisors$4.5M1
480WHITTIER TRUST CO OF NEVADA INC$4.5M1
481Metis Global Partners, LLC$4.4M1
482Hillman Capital Management, Inc.$4.4M1
483Clearstead Advisors, LLC$4.4M1
484KILEY JUERGENS WEALTH MANAGEMENT, LLC$4.4M1
485Kingsview Wealth Management, LLC$4.4M1
486Pegasus Asset Management, Inc.$4.4M1
487Stratos Investment Management, LLC$4.4M1
488CASTLEKEEP INVESTMENT ADVISORS LLC$4.3M1
489Advisors Capital Management, LLC$4.3M1
490Farmers & Merchants Trust Co of Long Beach$4.3M1
491MUFG SECURITIES AMERICAS INC.$4.3M1
492Savant Capital, LLC$4.3M1
493North Dakota State Investment Board$4.3M1
494INSIGNEO ADVISORY SERVICES, LLC$4.3M1
495Rench Wealth Management, Inc.$4.3M1
496Wealthspire Advisors, LLC$4.3M1
497AE Wealth Management LLC$4.3M1
498FOURPATH CAPITAL MANAGEMENT, LLC$4.2M1
499SECURIAN ASSET MANAGEMENT, INC$4.2M1
500Oak Thistle LLC$4.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 8 sell
Congress net ($ bound)−$135K to $103K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BA
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BA · financials and macro

Financials — as filed PLANNED

BA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing