BAE SYSTEMS PLC /FI/ - BAESY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Altrius Capital Management Inc | History | Added to | 93,878 | 8,719 | 1.85% | 2.27% | 1 | +4,911 | 5.52% | Q4 2025 | Feb 02, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 70,620 | 6,512 | 0.86% | 1.02% | 2 | +4,527 | 6.85% | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 67,568 | 6,230 | 0.23% | 0.27% | 3 | +2,338 | 3.58% | Q4 2025 | Jan 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 35,476 | 3,295 | 4.04% | 0.08% | 4 | +910 | 2.63% | Q4 2025 | Feb 25, 2026 |
| L & S Advisors Inc | History | Added to | 21,507 | 1,997 | 0.18% | 0.2% | 5 | +2,662 | 14.13% | Q4 2025 | Feb 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 12,792 | 1,188 | 0.02% | 0.02% | 6 | +577 | 4.72% | Q4 2025 | Jan 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 11,453 | 1,063 | 0.0% | 0.0% | 7 | +5,782 | 101.96% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 8,063 | 896 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Calydon Capital | History | Reduced | 8,703 | 808 | 0.14% | 0.16% | 9 | -233 | -2.61% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 8,464 | 786 | 0.1% | 0.12% | 10 | -70 | -0.82% | Q4 2025 | Feb 18, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 6,400 | 594 | 0.04% | 0.05% | 11 | -41 | -0.64% | Q4 2025 | Jan 27, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 5,655 | 525 | 0.02% | 0.03% | 12 | +227 | 4.18% | Q4 2025 | Feb 03, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 3,821 | 354 | 0.02% | 0.02% | 13 | +883 | 30.05% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,250 | 301 | 0.02% | 0.02% | 14 | -44 | -1.34% | Q4 2025 | Jan 05, 2026 |
| Signature Equity Partners, LLC | History | New | 3,126 | 290 | 0.16% | — | 15 | +3,126 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,707 | 249 | 0.01% | — | 16 | +2,707 | New | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,690 | 156 | 0.0% | 0.0% | 17 | +140 | 9.03% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,051 | 97 | 0.01% | — | 18 | +1,051 | New | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 800 | 74 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 556 | 51 | 0.01% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 362 | 34 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 340 | 31 | 0.0% | 0.0% | 22 | -54 | -13.71% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 283 | 26 | 0.0% | 0.0% | 23 | -44 | -13.46% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 226 | 22 | 0.0% | 0.0% | 24 | -34 | -13.08% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | New | 149 | 13 | 0.0% | — | 25 | +149 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 139 | 12 | 0.0% | — | 26 | +139 | New | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transce3nd, LLC | History | No change | 78 | 8 | 0.06% | 0.04% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADIRONDACK TRUST CO | History | New | 70 | 6 | 0.0% | — | 29 | +70 | New | Q4 2025 | Jan 08, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Motiv8 Investments LLC | History | New | 35 | 3 | 0.0% | — | 32 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 28 | 2 | 0.0% | 0.0% | 34 | -28 | -50.0% | Q4 2025 | Feb 18, 2026 |
| IMA Advisory Services, Inc. | History | New | 26 | 2 | 0.0% | — | 33 | +26 | New | Q4 2025 | Feb 11, 2026 |
| Arrow Capital Pty Ltd | History | Closed out | 0 | 0 | — | 4.48% | — | -49,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -304 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 07, 2025 |