Who Owns BAE SYSTEMS PLC ADR (BAESY)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $28.3M of BAE SYSTEMS PLC ADR (BAESY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Altrius Capital Management Inc ($9.6M), FIRST MERCHANTS CORP ($6.5M), SIT INVESTMENT ASSOCIATES INC ($3.5M), Henry James International Management Inc. ($2.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Altrius Capital Management Inc$9.6M97,620Added
2FIRST MERCHANTS CORP$6.5M66,726Trimmed
3SIT INVESTMENT ASSOCIATES INC$3.5M35,651Added
4Henry James International Management Inc.$2.5M25,997Added
5CONFLUENCE INVESTMENT MANAGEMENT LLC$1.3M13,420Added
6RHUMBLINE ADVISERS$993,49610,143Added
7Sterling Capital Management LLC$890,4779,096Trimmed
8Calydon Capital$693,0947,076Trimmed
9RNC CAPITAL MANAGEMENT LLC$534,1215,453Trimmed
10GAMMA Investing LLC$388,7643,969Added
11PNC Financial Services Group, Inc.$385,0413,931Trimmed
12Pinnacle Wealth Management Advisory Group, LLC$263,7792,693Added
13ALTA CAPITAL MANAGEMENT LLC/$252,3192,576Trimmed
14ATLAS CAPITAL ADVISORS INC.$102,9451,051Hold
15BOYD WATTERSON ASSET MANAGEMENT LLC/OH$54,431556Hold
16Salomon & Ludwin, LLC$51,036512Trimmed
17Financial Gravity Companies, Inc.$36,437372Added
18Westside Investment Management, Inc.$35,457362Hold
19Vermillion Wealth Management, Inc.$29,777304New
20IMA Advisory Services, Inc.$20,374208Added
21HANTZ FINANCIAL SERVICES, INC.$19,000189Trimmed
22Ancora Advisors LLC$17,533179Added
23First Command Advisory Services, Inc.$16,064164Added
24THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$13,615139Hold
25MARK SHEPTOFF FINANCIAL PLANNING, LLC$9,795100Hold

Source: SEC Form 13F filings · as of 2026-06-30