Bae Systems PLC
BAESY- Exchange
- OTC
- SEC CIK
- 0000895564
No open-market purchases or sales by Bae Systems PLC insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $28.4M in total; no superinvestor holds it.
Other share classesBAESF
13F holders, Q2 2025
Institutional positions in Bae Systems PLC as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- +3 vs. Q1 2025
- Shares held
- 373.1K
- −81.0K (−17.8%) vs. Q1 2025
- Total value
- $38.9M
- +$1.81M (+4.9%) vs. Q1 2025
- New holders
- 6
- 11 more added
- Sold out
- 3
- 8 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAESY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $28.4M |
| Q1 2026 | 39 | $38.5M |
| Q4 2025 | 35 | $34.5M |
| Q3 2025 | 29 | $46.2M |
| Q2 2025 | 32 | $38.9M |
| Q1 2025 | 31 | $45.3M |
| Q4 2024 | 26 | $29.1M |
| Q3 2024 | 24 | $38.4M |
| Q2 2024 | 29 | $91.9M |
| Q1 2024 | 30 | $122.1M |
| Q4 2023 | 25 | $91.3M |
| Q3 2023 | 28 | $67.2M |
| Q2 2023 | 27 | $125.1M |
| Q1 2023 | 22 | $146.3M |
| Q4 2022 | 23 | $109.3M |
| Q3 2022 | 18 | $75.0M |
| Q2 2022 | 19 | $85.0M |
| Q1 2022 | 21 | $70.2M |
| Q4 2021 | 20 | $54.9M |
| Q3 2021 | 19 | $61.6M |
| Q2 2021 | 22 | $58.3M |
| Q1 2021 | 18 | $65.2M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Bae Systems PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 7 | $735 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $818 | 0.00% | +8 | New |
| Copeland Capital Management, LLC | 40 | $4.20K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 60 | $6.20K | 0.00% | +60 | New |
| Transce3nd, LLC | 92 | $8.76K | 0.00% | −27−22.7% | Reduced |
| Front Row Advisors LLC | 100 | $10.5K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 113 | $11.8K | 0.00% | +42+59.2% | Added |
| Westside Investment Management, Inc. | 123 | $12.8K | 0.00% | +123 | New |
| Financial Gravity Companies, Inc. | 130 | $13.7K | 0.00% | +130 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 189 | $20.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 637 | $66.1K | 0.00% | +637 | New |
| Boyd Watterson Asset Management LLC | 670 | $69.3K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $84.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,046 | $109.9K | 0.00% | +426+68.7% | Added |
| Atlas Capital Advisors LLC | 1,097 | $115.3K | 0.01% | −803−42.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,677 | $176.2K | 0.00% | −107−6.0% | Reduced |
| GAMMA Investing LLC | 2,838 | $298.2K | 0.02% | +578+25.6% | Added |
| HighPoint Advisor Group LLC | 2,893 | $304.0K | 0.02% | +649+28.9% | Added |
| RNC Capital Management LLC | 5,008 | $526.2K | 0.03% | −3,295−39.7% | Reduced |
| Rhumbline Advisers | 5,643 | $592.9K | 0.00% | +158+2.9% | Added |
| Meritage Portfolio Management | 6,708 | $704.8K | 0.04% | −37,882−85.0% | Reduced |
| SkyView Investment Advisors, LLC | 8,459 | $872.0K | 0.12% | −3,200−27.4% | Reduced |
| Yousif Capital Management, LLC | 9,238 | $955.3K | 0.01% | +690+8.1% | Added |
| Corient IA LLC | 10,000 | $1.03M | 0.61% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 11,413 | $1.20M | 0.02% | +427+3.9% | Added |
| L & S Advisors Inc | 16,669 | $1.75M | 0.17% | +3,562+27.2% | Added |
| Principal Street Partners, LLC | 26,397 | $2.77M | 0.27% | +17,538+198.0% | Added |
| Sit Investment Associates Inc | 34,342 | $3.61M | 0.08% | −670−1.9% | Reduced |
| Terry L. Blaker | 62,252 | $6.44M | 0.25% | +5,144+9.0% | Added |
| Ramirez Asset Management, Inc. | 68,509 | $7.08M | 1.07% | +1,954+2.9% | Added |
| Altrius Capital Management Inc | 95,853 | $10.1M | 2.35% | −1,391−1.4% | Reduced |
| Financially Speaking Inc | 0 | $0 | 0.00% | −58,859−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Beach Investment Counsel Inc | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |