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
Q1 2026 vs. Q4 2025
How the institutions holding Bae Systems PLC changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 35 | 2 | 39 | +6 |
| Shares | 370.7K | 6.43K | 330.9K | −33.3K (−9.2%) |
| Value | $34.5M | $597.4K | $38.5M | +$4.59M (+13.6%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Bae Systems PLC at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Henry James International Management, Inc. | 25,967 | $3.01M | 1.09% |
| Sterling Capital Management LLC | 9,874 | $1.15M | 0.02% |
| Collaborative Fund Advisors, LLC | 7,699 | $896.9K | 0.55% |
| Pinnacle Wealth Management Advisory Group, LLC | 2,639 | $307.4K | 0.02% |
| Alta Capital Management LLC | 2,624 | $305.7K | 0.02% |
| Riverbridge Partners LLC | 1,897 | $221.0K | 0.01% |
| Golden State Equity Partners | 570 | $66.4K | 0.01% |
| Sofos Investments, Inc. | 372 | $43.3K | 0.01% |
| Accent Capital Management, LLC | 371 | $43.2K | 0.02% |
| Mark Sheptoff Financial Planning, LLC | 100 | $11.3K | 0.01% |
| RMG Wealth Management LLC | 73 | $7.60K | 0.00% |
| Ninepoint Partners LP | 35 | $4.08K | 0.00% |
| Richardson Financial Services Inc. | 5 | $583 | 0.00% |
| First Command Advisory Services, Inc. | 1 | $117 | 0.00% |
Sold out (8)
Institutions that held Bae Systems PLC at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| HighPoint Advisor Group LLC | 3,821 | $354.9K |
| Signature Equity Partners, LLC | 3,126 | $290.3K |
| Kingswood Wealth Advisors, LLC | 2,707 | $249.6K |
| Paradigm Asset Management Co LLC | 800 | $74.3K |
| Steigerwald, Gordon & Koch Inc. | 340 | $31.6K |
| Wealth Preservation Advisors, LLC | 59 | $5.44K |
| Copeland Capital Management, LLC | 40 | $3.71K |
| Ameriflex Group, Inc. | 28 | $2.60K |
Not filed for Q1 2026 yet (2)
Institutions that held Bae Systems PLC at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Meritage Portfolio Management | 6,400 | $594.4K |
| Motiv8 Investments LLC | 35 | $3.00K |