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, Q3 2023
Institutional positions in Booz Allen Hamilton Holding Corp as of Sep 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
- 632
- +28 vs. Q2 2023
- Shares held
- 120.1M
- −34.1K (0.0%) vs. Q2 2023
- Total value
- $13.2B
- −$204.1M (−1.5%) vs. Q2 2023
- New holders
- 88
- 188 more added
- Sold out
- 60
- 263 more reduced
10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Booz Allen Hamilton Holding Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 0 | $35 | 0.00% | −12−100.0% | Reduced |
| Assetmark, Inc | 1 | $109 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $219 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4 | $468 | 0.00% | +4 | New |
| True Wealth Design, LLC | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $781 | 0.00% | +2+40.0% | Added |
| Level Financial Advisors, Inc. | 8 | $874 | 0.00% | −74−90.2% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $875 | 0.00% | −10−55.6% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Guardian Wealth Management, Inc. | 11 | $1.15K | 0.00% | +1+10.0% | Added |
| Cherry Tree Wealth Management, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 12 | $1.31K | 0.00% | +12 | New |
| Concord Wealth Partners | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 13 | $1.42K | 0.00% | +13 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $1.48K | 0.00% | +13 | New |
| Missouri Trust & Investment Co | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.53K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 19 | $2.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 23 | $2.51K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $2.84K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 26 | $2.84K | 0.00% | +26 | New |
| Beacon Capital Management, LLC | 26 | $2.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $3.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.17K | 0.00% | −1−3.3% | Reduced |
| Impact Partnership Wealth, LLC | 30 | $3.28K | 0.00% | −172−85.1% | Reduced |
| Private Trust Co NA | 32 | $3.50K | 0.00% | −382−92.3% | Reduced |
| Optimum Investment Advisors | 32 | $3.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $3.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.72K | 0.00% | +3+9.7% | Added |
| Earnest Partners LLC | 37 | $4.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $4.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $4.04K | 0.00% | −116−75.8% | Reduced |
| Massmutual Trust Co FSB | 38 | $4.15K | 0.00% | −14−26.9% | Reduced |
| Bogart Wealth, LLC | 40 | $4.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $4.59K | 0.00% | −2−4.5% | Reduced |
| Baystate Wealth Management LLC | 44 | $4.81K | 0.00% | −10−18.5% | Reduced |
| JDM Financial Group LLC | 45 | $4.92K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 46 | $5.00K | 0.00% | +20+76.9% | Added |
| EverSource Wealth Advisors, LLC | 48 | $5.25K | 0.00% | −2−4.0% | Reduced |
| Lowe Wealth Advisors, LLC | 51 | $5.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $6.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 59 | $6.45K | 0.00% | −128−68.4% | Reduced |
| AdvisorNet Financial, Inc | 59 | $6.45K | 0.00% | +2+3.5% | Added |
| Harbour Investments, Inc. | 62 | $6.80K | 0.00% | −4−6.1% | Reduced |
| Baker Avenue Asset Management, LP | 76 | $8.30K | 0.00% | +65+590.9% | Added |
| Glassman Wealth Services | 77 | $8.40K | 0.00% | +26+51.0% | Added |
| Prestige Wealth Management Group LLC | 78 | $8.52K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 79 | $8.63K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 84 | $9.21K | 0.01% | −49−36.8% | Reduced |
| Quadrant Capital Group LLC | 87 | $9.51K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $10.9K | 0.00% | −89−47.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 104 | $11.4K | 0.00% | +104 | New |
| MCF Advisors LLC | 111 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 120 | $13.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 127 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $14.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 135 | $14.8K | 0.01% | −11−7.5% | Reduced |
| Sound Income Strategies, LLC | 135 | $14.8K | 0.00% | +135 | New |
| Smithfield Trust Co | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 134 | $15.2K | 0.00% | +134 | New |
| Cambridge Trust Co | 143 | $15.6K | 0.00% | +43+43.0% | Added |
| Hibernia Wealth Partners, LLC | 145 | $15.9K | 0.01% | +145 | New |
| Atlantic Trust, LLC | 147 | $16.1K | 0.01% | +147 | New |
| Northwest Capital Management Inc | 150 | $16.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 157 | $17.1K | 0.01% | +1+0.6% | Added |
| West Tower Group, LLC | 159 | $17.4K | 0.01% | −5−3.0% | Reduced |
| Slocum, Gordon & Co LLP | 160 | $17.5K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 170 | $18.6K | 0.00% | −38−18.3% | Reduced |
| Centerpoint Advisors, LLC | 177 | $19.0K | 0.01% | −1−0.6% | Reduced |
| Steward Financial Group LLC | 178 | $19.0K | 0.01% | +21+13.4% | Added |
| Gradient Investments LLC | 176 | $19.2K | 0.00% | +38+27.5% | Added |
| West Branch Capital LLC | 180 | $19.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 182 | $19.9K | 0.00% | +32+21.3% | Added |
| Pacer Advisors, Inc. | 193 | $21.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 197 | $21.5K | 0.00% | +20+11.3% | Added |
| Ameliora Wealth Management Ltd. | 198 | $21.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 199 | $21.7K | 0.00% | −20−9.1% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $21.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 195 | $22.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 217 | $23.8K | 0.01% | +10+4.8% | Added |
| Operose Advisors LLC | 218 | $23.8K | 0.01% | +218 | New |
| JJJ Advisors Inc. | 231 | $25.2K | 0.01% | +231 | New |
| Royal London Asset Management Ltd | 243 | $26.5K | 0.00% | −37,140−99.3% | Reduced |
| Riverview Trust Co | 260 | $28.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $28.8K | 0.00% | +6+2.3% | Added |
| VisionPoint Advisory Group, LLC | 274 | $29.9K | 0.01% | +118+75.6% | Added |
| Acadian Asset Management LLC | 290 | $31.0K | 0.00% | +290 | New |
| DHJJ Financial Advisors, Ltd. | 315 | $34.4K | 0.02% | +315 | New |
| Exchange Traded Concepts, LLC | 352 | $38.5K | 0.00% | −1,546−81.5% | Reduced |
| Covestor Ltd | 358 | $39.0K | 0.03% | −514−58.9% | Reduced |
| South State Corp. | 382 | $41.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 389 | $42.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 407 | $44.5K | 0.01% | +30+8.0% | Added |
| Quarry LP | 448 | $49.0K | 0.03% | +448 | New |
| Altshuler Shaham Ltd | 487 | $53.2K | 0.00% | +487 | New |