Booz Allen Hamilton Holding Corp
BAH- Exchange
- NYSE
- Industry
- Services-Management Consulting Services
- SEC CIK
- 0001443646
In the last 90 days, Booz Allen Hamilton Holding Corp insiders filed 0 open-market purchases and 1 sale; 562 institutions reported holding it in 13F filings for Q2 2026, worth $7.11B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Booz Allen Hamilton Holding Corp as of Jun 30, 2023. 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
- 614
- +1 vs. Q1 2023
- Shares held
- 120.2M
- +1.03M (+0.9%) vs. Q1 2023
- Total value
- $13.4B
- +$2.30B (+20.8%) vs. Q1 2023
- New holders
- 78
- 208 more added
- Sold out
- 77
- 237 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAH 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 | 562 | $7.11B |
| Q1 2026 | 557 | $8.96B |
| Q4 2025 | 631 | $10.4B |
| Q3 2025 | 717 | $11.8B |
| Q2 2025 | 704 | $12.3B |
| Q1 2025 | 729 | $12.7B |
| Q4 2024 | 743 | $15.3B |
| Q3 2024 | 697 | $18.9B |
| Q2 2024 | 728 | $17.9B |
| Q1 2024 | 704 | $17.3B |
| Q4 2023 | 633 | $15.3B |
| Q3 2023 | 632 | $13.2B |
| Q2 2023 | 614 | $13.4B |
| Q1 2023 | 617 | $11.1B |
| Q4 2022 | 636 | $12.6B |
| Q3 2022 | 568 | $11.3B |
| Q2 2022 | 540 | $10.9B |
| Q1 2022 | 506 | $10.5B |
| Q4 2021 | 513 | $10.3B |
| Q3 2021 | 483 | $9.60B |
| Q2 2021 | 501 | $10.5B |
| Q1 2021 | 524 | $9.86B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Booz Allen Hamilton Holding Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | +2 | New |
| Comerica Bank | 307,507 | $11 | 0.00% | +307,507 | New |
| Sutton Wealth Advisors Inc. | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $558 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $670 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $705 | 0.00% | +14 | New |
| Sofos Investments, Inc. | 112 | $733 | 0.00% | +19+20.4% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.23K | 0.00% | +11 | New |
| Rise Advisors, LLC | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $2.02K | 0.00% | +8+80.0% | Added |
| Versant Capital Management, Inc | 19 | $2.12K | 0.00% | +11+137.5% | Added |
| Tucker Asset Management LLC | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 23 | $2.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $2.90K | 0.00% | +8+44.4% | Added |
| Beacon Capital Management, LLC | 26 | $2.92K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 26 | $3.00K | 0.00% | +7+36.8% | Added |
| Disciplined Investments, LLC | 28 | $3.13K | 0.00% | −3−9.7% | Reduced |
| Archer Investment Corp | 28 | $3.13K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 30 | $3.35K | 0.00% | −34−53.1% | Reduced |
| Private Ocean, LLC | 31 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $3.46K | 0.00% | +15+93.8% | Added |
| Optimum Investment Advisors | 32 | $3.57K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $4.13K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 40 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.91K | 0.00% | −10−18.5% | Reduced |
| JDM Financial Group LLC | 45 | $5.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $5.58K | 0.00% | +15+42.9% | Added |
| Glassman Wealth Services | 51 | $5.69K | 0.00% | −5−8.9% | Reduced |
| Lowe Wealth Advisors, LLC | 51 | $5.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $5.80K | 0.00% | −80−60.6% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $6.03K | 0.00% | +54 | New |
| Baystate Wealth Management LLC | 54 | $6.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $6.14K | 0.00% | −46−45.5% | Reduced |
| AdvisorNet Financial, Inc | 57 | $6.36K | 0.00% | −776−93.2% | Reduced |
| Heritage Wealth Advisors | 60 | $6.70K | 0.00% | −27−31.0% | Reduced |
| Loomis Sayles & Co L P | 63 | $7.00K | 0.00% | +27+75.0% | Added |
| Harbour Investments, Inc. | 66 | $7.39K | 0.00% | +8+13.8% | Added |
| Prestige Wealth Management Group LLC | 78 | $8.71K | 0.00% | −27−25.7% | Reduced |
| Front Row Advisors LLC | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 82 | $9.15K | 0.01% | +82 | New |
| Quadrant Capital Group LLC | 87 | $9.71K | 0.00% | −2−2.2% | Reduced |
| Vigilant Capital Management, LLC | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $11.2K | 0.00% | −113−53.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 120 | $13.4K | 0.00% | +3+2.6% | Added |
| Carmichael Hill & Associates, Inc. | 127 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $14.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 133 | $14.9K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 138 | $15.4K | 0.00% | −3−2.1% | Reduced |
| Smithfield Trust Co | 138 | $16.0K | 0.00% | +7+5.3% | Added |
| WR Wealth Planners, LLC | 146 | $16.3K | 0.01% | +122+508.3% | Added |
| Toth Financial Advisory Corp | 150 | $16.7K | 0.00% | −28−15.7% | Reduced |
| Northwest Capital Management Inc | 150 | $16.7K | 0.01% | +150 | New |
| Brown Shipley& Co Ltd | 150 | $16.7K | 0.01% | +150 | New |
| Steward Financial Group LLC | 157 | $17.0K | 0.01% | +27+20.8% | Added |
| Parkside Financial Bank & Trust | 153 | $17.1K | 0.00% | −103−40.2% | Reduced |
| Cape Investment Advisory, Inc. | 156 | $17.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 156 | $17.4K | 0.01% | +156 | New |
| Slocum, Gordon & Co LLP | 160 | $17.9K | 0.02% | +160 | New |
| West Tower Group, LLC | 164 | $18.3K | 0.01% | +164 | New |
| Farther Finance Advisors, LLC | 177 | $19.8K | 0.00% | −1−0.6% | Reduced |
| Centerpoint Advisors, LLC | 178 | $20.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 175 | $20.0K | 0.00% | +175 | New |
| West Branch Capital LLC | 180 | $20.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 181 | $20.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 187 | $20.9K | 0.00% | −58−23.7% | Reduced |
| Johnson Financial Group, Inc. | 187 | $20.9K | 0.00% | +100+114.9% | Added |
| TD Ameritrade Investment Management, LLC | 192 | $21.0K | 0.00% | −43−18.3% | Reduced |
| Montag A & Associates Inc | 189 | $21.1K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 193 | $21.5K | 0.00% | +21+12.2% | Added |
| Global Financial Private Client, LLC | 195 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 198 | $22.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $22.3K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 202 | $22.5K | 0.01% | +202 | New |
| FinTrust Capital Advisors, LLC | 219 | $22.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 207 | $23.1K | 0.01% | +33+19.0% | Added |
| TD Private Client Wealth LLC | 208 | $23.2K | 0.00% | +6+3.0% | Added |
| Harbor Capital Advisors, Inc. | 218 | $24.3K | 0.00% | +218 | New |
| Skandinaviska Enskilda Banken AB (publ) | 246 | $27.0K | 0.00% | −504−67.2% | Reduced |
| JFS Wealth Advisors, LLC | 258 | $28.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 258 | $28.8K | 0.01% | +258 | New |
| Riverview Trust Co | 260 | $29.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 268 | $29.9K | 0.01% | +268 | New |
| Simplex Trading, LLC | 381 | $42.0K | 0.00% | +381 | New |
| Quent Capital, LLC | 377 | $42.1K | 0.01% | +20+5.6% | Added |
| South State Corp. | 382 | $42.6K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 389 | $43.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 414 | $46.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,105 | $49.5K | 0.00% | +251+29.4% | Added |
| Group One Trading, L.P. | 507 | $56.6K | 0.00% | +372+275.6% | Added |
| Spire Wealth Management | 516 | $57.6K | 0.00% | +5+1.0% | Added |