Boeing Co./the (ba 6 10/15/27)Preferred / convertible
13F holders, Q4 2025 (December 31)121holders −4
14new positions
21sold out
5famous investors
$69.52avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding Boeing Co./the (ba 6 10/15/27) in their 13F filings, down 4 from Q3 2025. 14 opened new positions and 21 sold out. The largest holders were Capital World Investors ($2.3B), Capital International Investors ($698.9M) and BlackRock, Inc. ($666.0M). 5 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $16.4M |
| Exits | 21 | $274.3M |
All 13F filers, Q3 2025 → Q4 2025: 12,948,129 shares bought and 11,387,152 shares sold, net +1,560,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Capital World Investors | — | Add +39.9% | 32,909,004 | $2.3B |
| Capital International Investors | — | Add +0.1% | 10,119,545 | $698.9M |
| BlackRock, Inc. | — | Reduce -6.7% | 9,643,176 | $666.0M |
| Franklin Resources Inc. | — | Add +2.6% | 9,177,400 | $633.8M |
| FMR LLC | — | Add +37.7% | 6,957,567 | $483.2M |
| Voya Investment Management LLC | — | Reduce -4.1% | 6,070,225 | $419.2M |
| Massachusetts Financial Services Co. | — | Reduce -1.6% | 3,324,380 | $229.6M |
| Calamos Advisors LLC | — | Reduce -9.2% | 3,109,660 | $214.8M |
| Van Eck Associates Corp. | — | Add +3.7% | 2,908,190 | $200.8M |
| King Street Capital Management, L.P. | — | Add +0.3% | 1,706,000 | $118.4M |
| Aequim Alternative Investments LP | — | Reduce -11.1% | 1,600,000 | $111.3M |
| State Street Corp. | — | Reduce -1.4% | 1,558,399 | $108.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +0.4% | 1,531,145 | $105.7M |
| Advisors Capital Management, LLC | — | Add +5.1% | 1,197,818 | $82.7M |
| Ameriprise Financial Inc. | — | Add +0.0% | 1,149,883 | $79.9M |
| Bank of Montreal | — | Add +124.9% | 1,095,620 | $75.7M |
| Loomis Sayles & Co. L P | — | Add +0.5% | 272,318 | $59.1M |
| Advent Capital Management | — | Add +3.6% | 849,161 | $59.0M |
| MacKay Shields LLC | — | Reduce -1.4% | 830,097 | $57.7M |
| Clearbridge Investments, LLC | — | Reduce -6.3% | 654,908 | $45.2M |
| Manufacturers Life Insurance Company, The | — | Add +0.6% | 549,000 | $38.2M |
| Ssi Investment Management LLC | — | Reduce -0.6% | 528,435 | $36.7M |
| D. E. Shaw & Co. | — | Reduce -86.6% | 458,654 | $31.9M |
| Invesco Ltd. | — | Reduce -10.1% | 461,318 | $31.9M |
| Barclays PLC | — | Reduce -38.5% | 441,084 | $30.5M |
| Infrastructure Capital Advisors, LLC | — | Add +31.1% | 413,311 | $28.5M |
| Nuveen, LLC | — | Reduce -0.8% | 327,910 | $22.6M |
| Wellington Management Group LLP | — | Reduce -29.6% | 306,816 | $21.2M |
| Capital International, Inc. | — | Add +58.3% | 273,024 | $18.9M |
| Victory Capital Management Inc. | — | Reduce -2.6% | 232,256 | $16.0M |
| Oxbow Advisors, LLC | — | Add +2.1% | 226,779 | $15.7M |
| Millennium Management | — | Reduce -42.3% | 203,939 | $14.2M |
| Westwood Holdings Group Inc. | — | No change | 184,550 | $12.7M |
| Hotchkis & Wiley Capital Management LLC | — | No change | 176,322 | $12.2M |
| Bourgeon Capital Management LLC | — | Add +0.6% | 150,024 | $10.4M |
| Financial Sense Advisors, Inc. | — | New | 149,066 | $10.3M |
| Kornitzer Capital Management Inc. | — | No change | 110,000 | $7.6M |
| Wells Fargo & Company | — | Reduce -56.7% | 109,990 | $7.6M |
| Neuberger Berman Group LLC | — | Add +0.5% | 108,149 | $7.5M |
| Punch & Associates Investment Management, Inc. | — | Reduce -0.2% | 106,005 | $7.3M |
| Portman Square Capital LLP | — | Reduce -92.2% | 102,000 | $7.1M |
| Bank of America Corp. | — | Reduce -58.9% | 85,054 | $5.9M |
| Hohimer Wealth Management, LLC | — | Reduce -1.2% | 84,800 | $5.9M |
| Focus Partners Wealth | — | Reduce -1.7% | 83,047 | $5.7M |
| Citigroup Inc. | — | Reduce -73.6% | 81,757 | $5.6M |
| Water Island Capital LLC | — | No change | 80,000 | $5.5M |
| Palisade Capital Management, LP | — | Reduce -3.2% | 79,342 | $5.5M |
| Uniplan Investment Counsel, Inc. | — | Reduce -0.9% | 69,169 | $4.8M |
| Morgan Stanley | — | Reduce -32.4% | 67,300 | $4.6M |
| Gabelli Funds LLC | — | No change | 66,065 | $4.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 61,598 | $4.3M |
| Nomura Asset Management International Inc. | — | — | 54,274 | $3.8M |
| Jane Street Group, LLC | — | Reduce -32.0% | 53,191 | $3.7M |
| Jones Road Capital Management, L.P. | — | Add +39.8% | 52,700 | $3.6M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.3% | 51,280 | $3.6M |
| Point72 Asset Management | — | Reduce -71.4% | 50,000 | $3.5M |
| Jennison Associates LLC | — | No change | 50,000 | $3.5M |
| Capital International Sarl | — | Add +34.5% | 49,097 | $3.4M |
| Citadel Advisors | — | Add +626.5% | 47,553 | $3.3M |
| Envestnet Asset Management Inc. | — | Add +4.1% | 44,517 | $3.1M |
| Jefferies Financial Group Inc. | — | Add +7.5% | 43,056 | $3.0M |
| UBS Group AG | — | Add +561.6% | 42,341 | $2.9M |
| Point Windward Advisors Inc. | — | Add +3.1% | 41,921 | $2.9M |
| Palouse Capital Management, Inc. | — | Reduce -7.0% | 37,277 | $2.6M |
| Raymond James Financial Inc. | — | Add +58.5% | 34,494 | $2.4M |
| Lazari Capital Management, Inc. | — | Add +3.2% | 30,775 | $2.1M |
| Skaana Management L.P. | — | New | 29,778 | $2.1M |
| Central Pacific Bank - Trust Division | — | No change | 28,755 | $2.0M |
| Rockefeller Capital Management L.P. | — | Add +39.0% | 27,354 | $1.9M |
| Kiley Juergens Wealth Management, LLC | — | Add +23.2% | 24,525 | $1.7M |
| Compass Rose Asset Management, LP | — | New | 22,624 | $1.6M |
| Goldman Sachs Group Inc. | — | Reduce -59.8% | 21,019 | $1.5M |
| JPMorgan Chase & Co. | — | Reduce -84.1% | 20,883 | $1.4M |
| Sei Investments Co. | — | Add +1.3% | 20,878 | $1.4M |
| Diversify Advisory Services, LLC | — | Add +7.0% | 17,994 | $1.4M |
| LPL Financial LLC | — | Add +47.2% | 19,446 | $1.3M |
| Agf Management Ltd. | — | Reduce -46.9% | 17,000 | $1.2M |
| Stifel Financial Corp. | — | New | 16,678 | $1.2M |
| Calamos Wealth Management LLC | — | Add +9.4% | 15,896 | $1.1M |
| Cetera Investment Advisers | — | Add +4.3% | 12,573 | $868K |
| Steward Partners Investment Advisory, LLC | — | Add +21.6% | 12,011 | $829K |
| First Manhattan Co. Llc. | — | No change | 10,535 | $735K |
| Modern Wealth Management, LLC | — | No change | 10,215 | $705K |
| Private Advisor Group, LLC | — | Add +0.8% | 9,171 | $633K |
| Asset Advisors Investment Management, LLC | — | No change | 6,900 | $477K |
| Raab & Moskowitz Asset Management LLC | — | Reduce -3.4% | 6,859 | $474K |
| Banco Santander, S.A. | — | No change | 6,203 | $428K |
| Stratos Wealth Partners, LTD. | — | No change | 6,125 | $423K |
| Matisse Capital | — | New | 5,900 | $407K |
| AQR Arbitrage LLC | — | Reduce -97.9% | 5,250 | $365K |
| Angeles Wealth Management, LLC | — | New | 5,000 | $351K |
| Darden Wealth Group Inc | — | No change | 4,900 | $338K |
| Kelly Lawrence W & Associates Inc. | — | No change | 4,800 | $333K |
| Waterloo Capital, L.P. | — | Reduce -6.0% | 4,247 | $293K |
| &partners | — | Reduce -1.2% | 4,254 | $291K |
| Summit Trail Advisors, LLC | — | Add +7.7% | 3,500 | $244K |
| GAMCO Investors | — | New | 3,500 | $242K |
| BCS Private Wealth Management, Inc. | — | New | 3,065 | $214K |
| Osaic Holdings, Inc. | — | Add +356.4% | 2,054 | $143K |
| Fifth Third Bancorp | — | Reduce -9.5% | 1,969 | $136K |
"% 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.