Boeing Co./the (ba 6 10/15/27)Preferred / convertible
13F holders, Q1 2025 (March 31)108holders +6
16new positions
11sold out
4famous investors
$63.15avg. 13F price*
At the end of Q1 2025, 108 institutions reported holding Boeing Co./the (ba 6 10/15/27) in their 13F filings, up 6 from Q4 2024. 16 opened new positions and 11 sold out. The largest holders were Capital World Investors ($1.3B), BlackRock, Inc. ($700.7M) and Capital International Investors ($593.7M). 4 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Steve Cohen ( of Point72 Asset Management's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Boeing Co./the (ba 6 10/15/27)
- CUSIP
- 097023204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $161.2M |
| Exits | 11 | $413.3M |
All 13F filers, Q4 2024 → Q1 2025: 9,902,784 shares bought and 15,543,846 shares sold, net −5,641,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Capital World Investors | — | Add +17.3% | 21,406,060 | $1.3B |
| BlackRock, Inc. | — | Reduce -3.8% | 11,711,598 | $700.7M |
| Capital International Investors | — | Reduce -19.5% | 9,922,713 | $593.7M |
| Franklin Resources Inc. | — | Add +4.5% | 8,688,310 | $519.8M |
| Voya Investment Management LLC | — | Add +17.1% | 6,794,385 | $406.5M |
| Nuveen, LLC | — | — | 2,146,149 | $366.0M |
| FMR LLC | — | Add +15.4% | 5,271,600 | $311.2M |
| Calamos Advisors LLC | — | Reduce -5.8% | 3,995,030 | $239.0M |
| Van Eck Associates Corp. | — | Reduce -8.1% | 3,787,745 | $226.6M |
| Massachusetts Financial Services Co. | — | Reduce -4.3% | 3,330,430 | $199.3M |
| Loomis Sayles & Co. L P | — | Add +11.8% | 990,975 | $169.0M |
| Citigroup Inc. | — | New | 2,013,956 | $120.5M |
| Capital Research Global Investors | — | Reduce -32.2% | 1,721,356 | $103.0M |
| D. E. Shaw & Co. | — | Reduce -38.2% | 1,737,100 | $102.7M |
| State Street Corp. | — | Reduce -7.8% | 1,712,000 | $101.1M |
| King Street Capital Management, L.P. | — | No change | 1,700,000 | $101.0M |
| Ameriprise Financial Inc. | — | Add +10.5% | 1,163,790 | $68.7M |
| Manufacturers Life Insurance Company, The | — | Reduce -17.4% | 1,160,850 | $68.6M |
| Advent Capital Management | — | Reduce -13.2% | 1,026,537 | $60.7M |
| Portman Square Capital LLP | — | Reduce -57.7% | 952,000 | $56.3M |
| Wolverine Asset Management LLC | — | Add +7.4% | 638,568 | $37.7M |
| Clearbridge Investments, LLC | — | Add +39.5% | 622,179 | $37.2M |
| MacKay Shields LLC | — | Reduce -0.8% | 622,080 | $36.9M |
| Context Capital Management, LLC | — | Add +200.0% | 600,000 | $35.9M |
| Invesco Ltd. | — | Add +33.8% | 549,350 | $32.9M |
| Ssi Investment Management LLC | — | Reduce -3.1% | 497,045 | $29.3M |
| Infrastructure Capital Advisors, LLC | — | Add +131.2% | 472,479 | $28.3M |
| HighTower Advisors, LLC | — | Add +120.3% | 408,820 | $24.5M |
| Aequim Alternative Investments LP | — | New | 400,000 | $23.9M |
| Point72 Asset Management | — | Reduce -26.3% | 312,400 | $18.7M |
| Ghisallo Capital Management LLC | — | Reduce -50.0% | 300,000 | $17.7M |
| Wellington Management Group LLP | — | Add +10.3% | 235,858 | $13.9M |
| Oxbow Advisors, LLC | — | Add +1.5% | 225,643 | $13.5M |
| UBS Group AG | — | Add +125.6% | 199,536 | $11.9M |
| Millennium Management | — | No change | 200,000 | $11.8M |
| Two Sigma Investments, LP | — | Reduce -62.7% | 191,448 | $11.5M |
| Westwood Holdings Group Inc. | — | No change | 180,000 | $10.8M |
| Victory Capital Management Inc. | — | Add +2.9% | 156,233 | $9.3M |
| Healthcare of Ontario Pension Plan Trust Fund | — | Add +200.0% | 150,000 | $9.0M |
| Bourgeon Capital Management LLC | — | Add +0.3% | 149,949 | $9.0M |
| Susquehanna Advisors Group, Inc. | — | Add +6.5% | 138,500 | $8.3M |
| JPMorgan Chase & Co. | — | Reduce -65.5% | 130,269 | $7.8M |
| Hotchkis & Wiley Capital Management LLC | — | Add +25.5% | 125,658 | $7.5M |
| Kornitzer Capital Management Inc. | — | Reduce -8.3% | 110,000 | $6.5M |
| Capital International, Inc. | — | No change | 104,543 | $6.3M |
| Punch & Associates Investment Management, Inc. | — | Reduce -1.0% | 104,265 | $6.2M |
| Neuberger Berman Group LLC | — | Add +80.7% | 100,275 | $6.0M |
| Hohimer Wealth Management, LLC | — | Add +0.3% | 93,900 | $5.6M |
| Wells Fargo & Company | — | Add +10.1% | 88,033 | $5.3M |
| Focus Partners Wealth | — | Add +0.2% | 81,382 | $4.9M |
| Water Island Capital LLC | — | No change | 80,000 | $4.8M |
| BlueCrest Capital Management Ltd | — | Reduce -63.1% | 78,376 | $4.7M |
| Barclays PLC | — | Reduce -67.2% | 74,510 | $4.5M |
| Gabelli Funds LLC | — | No change | 71,159 | $4.3M |
| Palisade Capital Management, LP | — | Add +75.0% | 70,000 | $4.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 67,198 | $4.0M |
| Uniplan Investment Counsel, Inc. | — | Add +2672.5% | 64,433 | $3.9M |
| Bank of America Corp. | — | Reduce -0.6% | 59,893 | $3.6M |
| Fortress Investment Group LLC | — | New | 58,335 | $3.5M |
| Point Windward Advisors Inc. | — | New | 53,067 | $3.2M |
| Jones Road Capital Management, L.P. | — | Add +38.5% | 52,900 | $3.2M |
| Laffer Tengler Investments, Inc. | — | Add +0.3% | 52,910 | $3.1M |
| Jennison Associates LLC | — | No change | 50,000 | $3.0M |
| Monashee Investment Management LLC | — | No change | 50,000 | $3.0M |
| Sanders Morris Harris LLC | — | New | 47,583 | $2.8M |
| Janus Henderson Group PLC | — | No change | 44,020 | $2.7M |
| Morgan Stanley | — | Add +10.2% | 41,048 | $2.5M |
| American Century Companies Inc. | — | Add +222.9% | 36,196 | $2.1M |
| Central Pacific Bank - Trust Division | — | New | 28,800 | $1.7M |
| Capital International Sarl | — | Add +119.2% | 28,257 | $1.7M |
| Anson Funds Management LP | — | Reduce -56.5% | 27,625 | $1.7M |
| Calamos Wealth Management LLC | — | Reduce -3.9% | 26,075 | $1.6M |
| Greenland Capital Management LP | — | New | 25,000 | $1.5M |
| Goldman Sachs Group Inc. | — | Reduce -81.6% | 20,000 | $1.2M |
| Elequin Capital, LP | — | New | 20,000 | $1.2M |
| Skaana Management L.P. | — | Add +18.1% | 17,406 | $1.0M |
| Envestnet Asset Management Inc. | — | Add +55.1% | 17,327 | $1.0M |
| Stifel Financial Corp. | — | Add +33.1% | 17,105 | $1.0M |
| Kiley Juergens Wealth Management, LLC | — | New | 16,950 | $1.0M |
| Raymond James Financial Inc. | — | Add +113.3% | 15,305 | $916K |
| Sei Investments Co. | — | Add +6.9% | 14,972 | $896K |
| Zazove Associates LLC | — | New | 15,000 | $890K |
| Oppenheimer & Co. Inc. | — | Add +14.1% | 12,497 | $748K |
| Raab & Moskowitz Asset Management LLC | — | Add +15.3% | 12,197 | $730K |
| Susquehanna International Group, LLP | — | Add +90.8% | 7,347 | $440K |
| Lazard Asset Management LLC | — | No change | 6,368 | $380K |
| Stratos Wealth Partners, LTD. | — | New | 6,125 | $366K |
| Sandler Capital Management | — | No change | 6,000 | $359K |
| Steward Partners Investment Advisory, LLC | — | Add +142.3% | 5,899 | $353K |
| Darden Wealth Group Inc | — | Reduce -3.4% | 5,700 | $341K |
| Avantax Advisory Services, Inc. | — | Add +6.6% | 3,959 | $237K |
| Jefferies Financial Group Inc. | — | New | 3,950 | $232K |
| Asset Advisors Investment Management, LLC | — | New | 3,600 | $215K |
| GAMCO Investors | — | Add +0.6% | 3,520 | $211K |
| Oppenheimer Asset Management Inc. | — | Add +0.9% | 3,477 | $208K |
| &partners | — | New | 3,470 | $208K |
| Fifth Third Bancorp | — | Add +76.9% | 1,592 | $95K |
| Parallel Advisors, LLC | — | No change | 1,550 | $93K |
| Spire Wealth Management | — | No change | 575 | $34K |
| Blair William & Co. | — | No change | 562 | $34K |
"% of holder's portfolio" is BOEING CO/THE (BA 6 10/15/27)'s weight in each manager's 13F, not the share of Boeing Co./the (ba 6 10/15/27) the manager owns.