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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, Q1 2026

Institutional positions in Bae Systems PLC as of Mar 31, 2026. 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
39
+6 vs. Q4 2025
Shares held
330.9K
−33.3K (−9.2%) vs. Q4 2025
Total value
$38.5M
+$4.59M (+13.6%) vs. Q4 2025
New holders
14
8 more added
Sold out
8
7 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 39 institutions
Q1 2021: 18 institutionsQ2 2021: 22 institutionsQ3 2021: 19 institutionsQ4 2021: 20 institutionsQ1 2022: 21 institutionsQ2 2022: 19 institutionsQ3 2022: 18 institutionsQ4 2022: 23 institutionsQ1 2023: 22 institutionsQ2 2023: 27 institutionsQ3 2023: 28 institutionsQ4 2023: 25 institutionsQ1 2024: 30 institutionsQ2 2024: 29 institutionsQ3 2024: 24 institutionsQ4 2024: 26 institutionsQ1 2025: 31 institutionsQ2 2025: 32 institutionsQ3 2025: 29 institutionsQ4 2025: 35 institutionsQ1 2026: 39 institutionsQ2 2026: 33 institutions
Value heldQ1 2026: $38.5M
Q1 2021: $65.2MQ2 2021: $58.3MQ3 2021: $61.6MQ4 2021: $54.9MQ1 2022: $70.2MQ2 2022: $85.0MQ3 2022: $75.0MQ4 2022: $109.3MQ1 2023: $146.3MQ2 2023: $125.1MQ3 2023: $67.2MQ4 2023: $91.3MQ1 2024: $122.1MQ2 2024: $91.9MQ3 2024: $38.4MQ4 2024: $29.1MQ1 2025: $45.3MQ2 2025: $38.9MQ3 2025: $46.2MQ4 2025: $34.5MQ1 2026: $38.5MQ2 2026: $28.4M
Institutions holding BAESY and their total value by quarter
QuarterHoldersValue
Q2 202633$28.4M
Q1 202639$38.5M
Q4 202535$34.5M
Q3 202529$46.2M
Q2 202532$38.9M
Q1 202531$45.3M
Q4 202426$29.1M
Q3 202424$38.4M
Q2 202429$91.9M
Q1 202430$122.1M
Q4 202325$91.3M
Q3 202328$67.2M
Q2 202327$125.1M
Q1 202322$146.3M
Q4 202223$109.3M
Q3 202218$75.0M
Q2 202219$85.0M
Q1 202221$70.2M
Q4 202120$54.9M
Q3 202119$61.6M
Q2 202122$58.3M
Q1 202118$65.2M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Bae Systems PLC; share changes are against Q4 2025.

Institutions holding BAESY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Altrius Capital Management Inc91,841$10.7M2.13%−2,037−2.2%Reduced
Terry L. Blaker68,422$7.94M0.30%+854+1.3%Added
Sit Investment Associates Inc35,476$4.13M0.08%00.0%Unchanged
Henry James International Management, Inc.25,967$3.01M1.09%+25,967New
L & S Advisors Inc16,062$1.87M0.24%−5,445−25.3%Reduced
Confluence Investment Management LLC13,305$1.55M0.02%+513+4.0%Added
Rhumbline Advisers10,059$1.17M0.00%−1,394−12.2%Reduced
Sterling Capital Management LLC9,874$1.15M0.02%+9,874New
Principal Street Partners, LLC8,703$1.01M0.17%00.0%Unchanged
SkyView Investment Advisors, LLC8,618$1.00M0.14%+154+1.8%Added
Yousif Capital Management, LLC8,063$935.7K0.01%00.0%Unchanged
Collaborative Fund Advisors, LLC7,699$896.9K0.55%+7,699New
RNC Capital Management LLC5,613$653.9K0.03%−42−0.7%Reduced
The PNC Financial Services Group, Inc.3,983$464.0K0.00%+2,293+135.7%Added
GAMMA Investing LLC3,873$451.2K0.02%+623+19.2%Added
Pinnacle Wealth Management Advisory Group, LLC2,639$307.4K0.02%+2,639New
Alta Capital Management LLC2,624$305.7K0.02%+2,624New
Riverbridge Partners LLC1,897$221.0K0.01%+1,897New
Atlas Capital Advisors LLC1,051$122.4K0.01%00.0%Unchanged
Wellington-Altus USA Inc.1,178$115.3K0.07%+10+0.9%Added
Salomon & Ludwin, LLC661$80.3K0.01%+435+192.5%Added
Golden State Equity Partners570$66.4K0.01%+570New
Boyd Watterson Asset Management LLC556$64.5K0.02%00.0%Unchanged
Westside Investment Management, Inc.362$44.0K0.01%00.0%Unchanged
Sofos Investments, Inc.372$43.3K0.01%+372New
Accent Capital Management, LLC371$43.2K0.02%+371New
Hantz Financial Services, Inc.201$23.0K0.00%−82−29.0%Reduced
Ancora Advisors, LLC149$17.4K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.139$16.2K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.125$14.5K0.00%−70,495−99.8%Reduced
Front Row Advisors LLC100$11.7K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC100$11.3K0.01%+100New
Adirondack Trust Co70$8.15K0.00%00.0%Unchanged
RMG Wealth Management LLC73$7.60K0.00%+73New
Transce3nd, LLC38$4.43K0.04%−40−51.3%Reduced
Ninepoint Partners LP35$4.08K0.00%+35New
IMA Wealth, Inc.32$3.73K0.00%+6+23.1%Added
Richardson Financial Services Inc.5$5830.00%+5New
First Command Advisory Services, Inc.1$1170.00%+1New
HighPoint Advisor Group LLC0$00.00%−3,821−100.0%Sold out
Signature Equity Partners, LLC0$00.00%−3,126−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−2,707−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−800−100.0%Sold out
Steigerwald, Gordon & Koch Inc.0$00.00%−340−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−59−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−40−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−28−100.0%Sold out
Meritage Portfolio Management––––Not filed
Motiv8 Investments LLC––––Not filed