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, Q4 2025
Institutional positions in Bae Systems PLC as of Dec 31, 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
- 35
- +6 vs. Q3 2025
- Shares held
- 370.7K
- −19.0K (−4.9%) vs. Q3 2025
- Total value
- $34.5M
- −$11.8M (−25.4%) vs. Q3 2025
- New holders
- 9
- 10 more added
- Sold out
- 3
- 8 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bae Systems PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 93,878 | $8.72M | 1.85% | +4,911+5.5% | Added |
| Ramirez Asset Management, Inc. | 70,620 | $6.51M | 0.86% | +4,527+6.8% | Added |
| Terry L. Blaker | 67,568 | $6.23M | 0.23% | +2,338+3.6% | Added |
| Sit Investment Associates Inc | 35,476 | $3.29M | 0.06% | +910+2.6% | Added |
| L & S Advisors Inc | 21,507 | $2.00M | 0.18% | +2,662+14.1% | Added |
| Confluence Investment Management LLC | 12,792 | $1.19M | 0.02% | +577+4.7% | Added |
| Rhumbline Advisers | 11,453 | $1.06M | 0.00% | +5,782+102.0% | Added |
| Yousif Capital Management, LLC | 8,063 | $896.7K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8,703 | $808.3K | 0.14% | −233−2.6% | Reduced |
| SkyView Investment Advisors, LLC | 8,464 | $786.0K | 0.10% | −70−0.8% | Reduced |
| Meritage Portfolio Management | 6,400 | $594.4K | 0.04% | −41−0.6% | Reduced |
| RNC Capital Management LLC | 5,655 | $525.2K | 0.02% | +227+4.2% | Added |
| HighPoint Advisor Group LLC | 3,821 | $354.9K | 0.01% | +883+30.1% | Added |
| GAMMA Investing LLC | 3,250 | $301.9K | 0.02% | −44−1.3% | Reduced |
| Signature Equity Partners, LLC | 3,126 | $290.3K | 0.16% | +3,126 | New |
| Kingswood Wealth Advisors, LLC | 2,707 | $249.6K | 0.01% | +2,707 | New |
| The PNC Financial Services Group, Inc. | 1,690 | $157.0K | 0.00% | +140+9.0% | Added |
| Wellington-Altus USA Inc. | 1,168 | $107.7K | 0.08% | +1,168 | New |
| Atlas Capital Advisors LLC | 1,051 | $97.6K | 0.01% | +1,051 | New |
| Paradigm Asset Management Co LLC | 800 | $74.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 556 | $51.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 362 | $34.9K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 340 | $31.6K | 0.00% | −54−13.7% | Reduced |
| Hantz Financial Services, Inc. | 283 | $26.0K | 0.00% | −44−13.5% | Reduced |
| Salomon & Ludwin, LLC | 226 | $22.9K | 0.00% | −34−13.1% | Reduced |
| Ancora Advisors, LLC | 149 | $13.8K | 0.00% | +149 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $12.9K | 0.00% | +139 | New |
| Front Row Advisors LLC | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 78 | $8.86K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 70 | $6.50K | 0.00% | +70 | New |
| Wealth Preservation Advisors, LLC | 59 | $5.44K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 40 | $3.71K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 35 | $3.00K | 0.00% | +35 | New |
| Ameriflex Group, Inc. | 28 | $2.60K | 0.00% | −28−50.0% | Reduced |
| IMA Wealth, Inc. | 26 | $2.41K | 0.00% | +26 | New |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −49,507−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −98−100.0% | Sold out |