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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 26 | $2.41K | 0.00% | +26 | New |
| Ameriflex Group, Inc. | 28 | $2.60K | 0.00% | −28−50.0% | Reduced |
| Motiv8 Investments LLC | 35 | $3.00K | 0.00% | +35 | New |
| Copeland Capital Management, LLC | 40 | $3.71K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 59 | $5.44K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 70 | $6.50K | 0.00% | +70 | New |
| Transce3nd, LLC | 78 | $8.86K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $12.9K | 0.00% | +139 | New |
| Ancora Advisors, LLC | 149 | $13.8K | 0.00% | +149 | New |
| Salomon & Ludwin, LLC | 226 | $22.9K | 0.00% | −34−13.1% | Reduced |
| Hantz Financial Services, Inc. | 283 | $26.0K | 0.00% | −44−13.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 340 | $31.6K | 0.00% | −54−13.7% | Reduced |
| Westside Investment Management, Inc. | 362 | $34.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 556 | $51.3K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $74.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,051 | $97.6K | 0.01% | +1,051 | New |
| Wellington-Altus USA Inc. | 1,168 | $107.7K | 0.08% | +1,168 | New |
| The PNC Financial Services Group, Inc. | 1,690 | $157.0K | 0.00% | +140+9.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,707 | $249.6K | 0.01% | +2,707 | New |
| Signature Equity Partners, LLC | 3,126 | $290.3K | 0.16% | +3,126 | New |
| GAMMA Investing LLC | 3,250 | $301.9K | 0.02% | −44−1.3% | Reduced |
| HighPoint Advisor Group LLC | 3,821 | $354.9K | 0.01% | +883+30.1% | Added |
| RNC Capital Management LLC | 5,655 | $525.2K | 0.02% | +227+4.2% | Added |
| Meritage Portfolio Management | 6,400 | $594.4K | 0.04% | −41−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 8,464 | $786.0K | 0.10% | −70−0.8% | Reduced |
| Principal Street Partners, LLC | 8,703 | $808.3K | 0.14% | −233−2.6% | Reduced |
| Yousif Capital Management, LLC | 8,063 | $896.7K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,453 | $1.06M | 0.00% | +5,782+102.0% | Added |
| Confluence Investment Management LLC | 12,792 | $1.19M | 0.02% | +577+4.7% | Added |
| L & S Advisors Inc | 21,507 | $2.00M | 0.18% | +2,662+14.1% | Added |
| Sit Investment Associates Inc | 35,476 | $3.29M | 0.06% | +910+2.6% | Added |
| Terry L. Blaker | 67,568 | $6.23M | 0.23% | +2,338+3.6% | Added |
| Ramirez Asset Management, Inc. | 70,620 | $6.51M | 0.86% | +4,527+6.8% | Added |
| Altrius Capital Management Inc | 93,878 | $8.72M | 1.85% | +4,911+5.5% | Added |
| 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 |