Boeing Co./the (ba 6 10/15/27)Preferred / convertible

13F holders, Q3 2025 (September 30)
125holders −2
10new positions
11sold out
4famous investors
$69.99avg. 13F price*

At the end of Q3 2025, 125 institutions reported holding Boeing Co./the (ba 6 10/15/27) in their 13F filings, down 2 from Q2 2025. 10 opened new positions and 11 sold out. The largest holders were Capital World Investors ($1.6B), BlackRock, Inc. ($718.9M) and Capital International Investors ($703.5M). 4 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Israel Englander ( of Millennium Management's portfolio) and Steve Cohen ( of Point72 Asset Management's portfolio).

Company
Boeing Co./the (ba 6 10/15/27)
CUSIP
097023204
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 102Q4 2024Q1 2025: 108Q1 2025Q2 2025: 127Q2 2025Q3 2025: 125Q3 2025Q4 2025: 121Q4 2025Q1 2026: 119Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$18.5M
Exits11$41.0M

All 13F filers, Q2 2025 → Q3 2025: 7,101,422 shares bought and 6,805,528 shares sold, net +295,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Capital World Investors — Add +9.8% 23,517,049 $1.6B
BlackRock, Inc. — Reduce -4.6% 10,333,287 $718.9M
Capital International Investors — Add +0.5% 10,112,045 $703.5M
Franklin Resources Inc. — Add +1.6% 8,940,106 $626.3M
Voya Investment Management LLC — Reduce -6.5% 6,327,900 $440.2M
FMR LLC — Reduce -14.5% 5,053,800 $351.0M
Calamos Advisors LLC — Reduce -0.2% 3,424,571 $238.2M
D. E. Shaw & Co. — Add +224.8% 3,417,174 $238.0M
Massachusetts Financial Services Co. — Add +0.2% 3,377,380 $235.0M
Van Eck Associates Corp. — Reduce -18.4% 2,805,162 $195.2M
Aequim Alternative Investments LP — Add +63.6% 1,800,000 $125.2M
King Street Capital Management, L.P. — No change 1,700,000 $118.5M
State Street Corp. — Add +3.4% 1,580,000 $110.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Add +0.3% 1,525,228 $106.1M
Shaolin Capital Management LLC — Add +26.7% 1,454,795 $102.5M
Portman Square Capital LLP — Reduce -27.8% 1,302,000 $90.5M
Ameriprise Financial Inc. — Add +21.0% 1,149,433 $79.8M
Advisors Capital Management, LLC — Add +4.6% 1,139,718 $79.3M
MacKay Shields LLC — Reduce -0.4% 841,981 $58.6M
Loomis Sayles & Co. L P — Reduce -52.6% 270,909 $58.5M
Advent Capital Management — Add +2.7% 819,770 $56.4M
Barclays PLC — Add +8.3% 717,161 $49.9M
Clearbridge Investments, LLC — Add +12.3% 698,768 $48.6M
Wolverine Asset Management LLC — Reduce -11.0% 601,022 $41.9M
Manufacturers Life Insurance Company, The — Reduce -5.9% 546,000 $38.0M
Ssi Investment Management LLC — Add +0.2% 531,435 $36.9M
Invesco Ltd. — Add +8.9% 513,350 $35.7M
Bank of Montreal — No change 487,100 $33.9M
Wellington Management Group LLP — Add +26.5% 435,802 $30.0M
Capital Research Global Investors — No change 406,339 $28.3M
Millennium Management — Add +17.3% 353,430 $24.6M
Nuveen, LLC — Reduce -38.3% 330,416 $23.0M
Citigroup Inc. — Reduce -77.6% 309,633 $21.5M
Infrastructure Capital Advisors, LLC — Add +74.1% 315,391 $20.4M
AQR Arbitrage LLC — Add +25.0% 255,250 $17.7M
Wells Fargo & Company — Reduce -37.1% 254,163 $17.7M
Susquehanna Advisors Group, Inc. — Reduce -63.0% 249,400 $17.4M
Victory Capital Management Inc. — Reduce -2.4% 238,506 $16.6M
Healthcare of Ontario Pension Plan Trust Fund — No change 225,000 $15.7M
Oxbow Advisors, LLC — Reduce -1.6% 222,031 $15.4M
Bank of America Corp. — Add +5.7% 207,138 $14.4M
Westwood Holdings Group Inc. — Add +2.5% 184,550 $12.8M
Hotchkis & Wiley Capital Management LLC — No change 176,322 $12.3M
Point72 Asset Management — Add +16.7% 175,000 $12.2M
Capital International, Inc. — Add +9.5% 172,520 $12.0M
Context Capital Management, LLC — Reduce -72.7% 150,000 $10.4M
Bourgeon Capital Management LLC — Reduce -0.2% 149,079 $10.4M
Two Sigma Investments, LP — Reduce -75.5% 145,350 $10.1M
JPMorgan Chase & Co. — Add +486.9% 131,324 $9.1M
Sculptor Capital LP — Reduce -16.8% 126,649 $8.8M
BlueCrest Capital Management Ltd — Add +33.0% 119,614 $8.3M
Kornitzer Capital Management Inc. — No change 110,000 $7.6M
Neuberger Berman Group LLC — Add +5.5% 107,650 $7.5M
Punch & Associates Investment Management, Inc. — Add +0.2% 106,235 $7.4M
HBK Investments L P — New 100,000 $7.0M
Magnetar Financial LLC — No change 100,000 $7.0M
Morgan Stanley — Add +17.1% 99,524 $6.9M
Hohimer Wealth Management, LLC — Reduce -1.2% 85,800 $6.0M
Focus Partners Wealth — Add +1.5% 84,447 $5.9M
Palisade Capital Management, LP — Add +2.5% 82,000 $5.7M
Water Island Capital LLC — No change 80,000 $5.6M
Jane Street Group, LLC — Reduce -57.1% 78,283 $5.4M
Fortress Investment Group LLC — Add +7.7% 70,000 $4.9M
Uniplan Investment Counsel, Inc. — Reduce -2.4% 69,829 $4.9M
Gabelli Funds LLC — No change 66,065 $4.6M
Financiere des Professionnels - Fonds d'investissement inc. — No change 61,598 $4.3M
Macquarie Group Ltd. — New 54,274 $3.8M
Goldman Sachs Group Inc. — Add +161.7% 52,343 $3.6M
Laffer Tengler Investments, Inc. — Add +0.1% 51,455 $3.6M
Jennison Associates LLC — No change 50,000 $3.5M
Sanders Morris Harris LLC — New 47,583 $3.3M
Janus Henderson Group PLC — No change 44,020 $3.1M
Envestnet Asset Management Inc. — Add +3.3% 42,760 $3.0M
Point Windward Advisors Inc. — Reduce -6.0% 40,676 $2.8M
Palouse Capital Management, Inc. — Add +0.4% 40,088 $2.8M
Jefferies Financial Group Inc. — Add +707.7% 40,038 $2.8M
Jones Road Capital Management, L.P. — Reduce -11.7% 37,700 $2.6M
Capital International Sarl — Add +28.2% 36,497 $2.5M
Agf Management Ltd. — Add +100.0% 32,000 $2.2M
Lazari Capital Management, Inc. — New 29,825 $2.1M
Central Pacific Bank - Trust Division — No change 28,755 $2.0M
Raymond James Financial Inc. — Add +3.9% 21,765 $1.5M
Sei Investments Co. — No change 20,617 $1.4M
Kiley Juergens Wealth Management, LLC — New 19,900 $1.4M
Rockefeller Capital Management L.P. — Add +19.4% 19,678 $1.4M
Diversify Advisory Services, LLC — Add +7.4% 16,821 $1.1M
Calamos Wealth Management LLC — Reduce -4.7% 14,526 $1.0M
LPL Financial LLC — Add +69.0% 13,210 $919K
Cetera Investment Advisers — Add +44.6% 12,054 $839K
First Manhattan Co. Llc. — Add +24.8% 10,535 $733K
Modern Wealth Management, LLC — Reduce -0.1% 10,215 $711K
Steward Partners Investment Advisory, LLC — Add +15.9% 9,877 $687K
Susquehanna International Group, LLP — Add +46.5% 9,803 $682K
Private Advisor Group, LLC — Add +1.8% 9,098 $633K
Oppenheimer & Co. Inc. — Reduce -29.6% 8,500 $591K
Warberg Asset Management LLC — New 7,399 $516K
Raab & Moskowitz Asset Management LLC — No change 7,097 $494K
Asset Advisors Investment Management, LLC — No change 6,900 $480K
Citadel Advisors — Add +82.1% 6,545 $455K
UBS Group AG — Reduce -11.1% 6,400 $445K

"% 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.

Show all 125 holders