Boeing Co./the (ba 6 10/15/27)Preferred / convertible
13F holders, Q1 2026 (March 31)119holders −2
17new positions
17sold out
2famous investors
$64.91avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding Boeing Co./the (ba 6 10/15/27) in their 13F filings, down 2 from Q4 2025. 17 opened new positions and 17 sold out. The largest holders were Capital World Investors ($2.8B), FMR LLC ($584.5M) and Franklin Resources Inc. ($557.4M). 2 famous investors held it, including Israel Englander ( of Millennium Management's portfolio) and Mario Gabelli ( of GAMCO Investors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $253.7M |
| Exits | 17 | $514.2M |
All 13F filers, Q4 2025 → Q1 2026: 21,295,532 shares bought and 16,689,839 shares sold, net +4,605,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Capital World Investors | — | Add +32.8% | 43,705,702 | $2.8B |
| FMR LLC | — | Add +29.4% | 9,004,908 | $584.5M |
| Franklin Resources Inc. | — | Reduce -6.4% | 8,591,002 | $557.4M |
| BlackRock, Inc. | — | Reduce -10.9% | 8,590,178 | $557.3M |
| Voya Investment Management LLC | — | Add +27.6% | 7,747,380 | $502.7M |
| Capital International Investors | — | Reduce -49.1% | 5,153,445 | $334.4M |
| Van Eck Associates Corp. | — | Add +6.5% | 3,098,749 | $201.0M |
| Capital Research Global Investors | — | New | 2,937,780 | $190.6M |
| Calamos Advisors LLC | — | Reduce -7.9% | 2,863,092 | $185.8M |
| UBS Group AG | — | Add +3915.2% | 1,700,073 | $110.3M |
| State Street Corp. | — | Reduce -5.4% | 1,474,807 | $95.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -6.0% | 1,438,533 | $93.3M |
| Advisors Capital Management, LLC | — | Add +4.3% | 1,249,158 | $81.0M |
| Ameriprise Financial Inc. | — | Add +4.5% | 1,201,452 | $78.0M |
| Advent Capital Management | — | Add +2.1% | 867,181 | $56.4M |
| MacKay Shields LLC | — | Reduce -0.1% | 829,414 | $53.9M |
| Clearbridge Investments, LLC | — | No change | 654,908 | $42.5M |
| Shaolin Capital Management LLC | — | New | 561,116 | $36.7M |
| Manufacturers Life Insurance Company, The | — | Reduce -3.1% | 531,750 | $34.6M |
| Invesco Ltd. | — | Add +3.8% | 478,829 | $31.1M |
| Ssi Investment Management LLC | — | Reduce -15.0% | 449,250 | $29.2M |
| Nuveen, LLC | — | Add +28.2% | 420,416 | $27.3M |
| Financial Sense Advisors, Inc. | — | Add +170.6% | 403,324 | $26.2M |
| Portman Square Capital LLP | — | Add +249.0% | 356,000 | $23.0M |
| Barclays PLC | — | Reduce -25.9% | 326,989 | $21.2M |
| Capital International, Inc. | — | Add +16.0% | 316,595 | $20.5M |
| Oxbow Advisors, LLC | — | Add +10.9% | 251,429 | $16.3M |
| Wellington Management Group LLP | — | Reduce -17.0% | 254,685 | $16.3M |
| Victory Capital Management Inc. | — | Reduce -2.8% | 225,691 | $14.6M |
| Westwood Holdings Group Inc. | — | No change | 184,550 | $12.0M |
| Bank of America Corp. | — | Add +104.4% | 173,877 | $11.3M |
| Hotchkis & Wiley Capital Management LLC | — | Reduce -2.8% | 171,322 | $11.1M |
| Bourgeon Capital Management LLC | — | Add +2.6% | 153,874 | $10.0M |
| Infrastructure Capital Advisors, LLC | — | Reduce -70.8% | 120,482 | $7.7M |
| Neuberger Berman Group LLC | — | Add +10.1% | 119,049 | $7.7M |
| Kornitzer Capital Management Inc. | — | No change | 110,000 | $7.1M |
| Wells Fargo & Company | — | Reduce -2.7% | 107,040 | $6.9M |
| Punch & Associates Investment Management, Inc. | — | Reduce -0.2% | 105,840 | $6.9M |
| Rational Advisors, Inc. | — | New | 97,300 | $6.3M |
| Pier 88 Investment Partners LLC | — | New | 97,300 | $6.3M |
| Hohimer Wealth Management, LLC | — | No change | 84,800 | $5.5M |
| Morgan Stanley | — | Add +25.7% | 84,591 | $5.5M |
| Focus Partners Wealth | — | Reduce -0.0% | 83,032 | $5.4M |
| Palisade Capital Management, LP | — | No change | 79,342 | $5.1M |
| Capital International Sarl | — | Add +46.6% | 71,978 | $4.7M |
| Uniplan Investment Counsel, Inc. | — | Reduce -3.9% | 66,505 | $4.3M |
| Gabelli Funds LLC | — | No change | 66,065 | $4.3M |
| Jane Street Group, LLC | — | Add +12.9% | 60,069 | $3.9M |
| Loomis Sayles & Co. L P | — | Reduce -92.9% | 19,393 | $3.9M |
| BlueCrest Capital Management Ltd | — | New | 58,803 | $3.8M |
| Nomura Asset Management International Inc. | — | No change | 54,274 | $3.5M |
| Jones Road Capital Management, L.P. | — | No change | 52,700 | $3.4M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.5% | 51,005 | $3.3M |
| Envestnet Asset Management Inc. | — | Add +13.0% | 50,298 | $3.3M |
| Jennison Associates LLC | — | No change | 50,000 | $3.2M |
| Sanders Morris Harris LLC | — | New | 47,083 | $3.1M |
| Point Windward Advisors Inc. | — | Reduce -5.9% | 39,429 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | — | New | 36,009 | $2.4M |
| Raymond James Financial Inc. | — | Add +3.6% | 35,745 | $2.3M |
| Palouse Capital Management, Inc. | — | Reduce -5.0% | 35,425 | $2.3M |
| Agf Management Ltd. | — | Add +100.0% | 34,000 | $2.2M |
| Stifel Financial Corp. | — | Add +88.0% | 31,361 | $2.0M |
| Rockefeller Capital Management L.P. | — | Add +12.5% | 30,775 | $2.0M |
| Lazari Capital Management, Inc. | — | Reduce -6.2% | 28,875 | $1.9M |
| Sei Investments Co. | — | Add +31.4% | 27,427 | $1.8M |
| Kiley Juergens Wealth Management, LLC | — | Add +2.0% | 25,025 | $1.6M |
| LPL Financial LLC | — | Add +25.2% | 24,350 | $1.6M |
| Central Pacific Bank - Trust Division | — | Reduce -16.1% | 24,125 | $1.6M |
| Goldman Sachs Group Inc. | — | Add +0.2% | 21,055 | $1.4M |
| Diversify Wealth Management, LLC | — | New | 18,513 | $1.3M |
| Diversify Advisory Services, LLC | — | Add +0.4% | 18,064 | $1.3M |
| Calamos Wealth Management LLC | — | Add +1.6% | 16,145 | $1.0M |
| Cetera Investment Advisers | — | Add +26.6% | 15,913 | $1.0M |
| LuminArx Capital Management LP | — | New | 15,000 | $970K |
| Steward Partners Investment Advisory, LLC | — | Add +16.1% | 13,941 | $904K |
| Ares Systematic Credit Ltd | — | New | 13,142 | $814K |
| Brasada Capital Management, LP | — | New | 11,100 | $720K |
| First Manhattan Co. Llc. | — | No change | 10,535 | $684K |
| Modern Wealth Management, LLC | — | No change | 10,215 | $680K |
| Private Advisor Group, LLC | — | Add +9.7% | 10,059 | $653K |
| Asset Advisors Investment Management, LLC | — | No change | 6,900 | $448K |
| Banco Santander, S.A. | — | No change | 6,203 | $402K |
| Angeles Wealth Management, LLC | — | Add +24.0% | 6,200 | $402K |
| Stratos Wealth Partners, LTD. | — | Add +0.1% | 6,132 | $398K |
| Matisse Capital | — | No change | 5,900 | $383K |
| Raab & Moskowitz Asset Management LLC | — | Reduce -15.4% | 5,803 | $376K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | Reduce -90.9% | 5,600 | $363K |
| Darden Wealth Group Inc | — | No change | 4,900 | $318K |
| Kelly Lawrence W & Associates Inc. | — | No change | 4,800 | $312K |
| Waterloo Capital, L.P. | — | Add +10.9% | 4,710 | $306K |
| Oppenheimer & Co. Inc. | — | New | 4,700 | $305K |
| AQR Arbitrage LLC | — | Reduce -14.3% | 4,500 | $292K |
| &partners | — | Reduce -10.5% | 3,808 | $247K |
| Millennium Management | — | Reduce -98.3% | 3,551 | $230K |
| GAMCO Investors | — | No change | 3,500 | $227K |
| Skaana Management L.P. | — | Reduce -88.2% | 3,530 | $226K |
| Oppenheimer Asset Management Inc. | — | New | 3,427 | $222K |
| Fifth Third Bancorp | — | Add +20.7% | 2,376 | $154K |
| Rossby Financial, LCC | — | Add +725.2% | 1,700 | $113K |
| Private Trust Co. NA | — | No change | 1,576 | $102K |
| Parallel Advisors, LLC | — | No change | 1,550 | $101K |
| IFP Advisors, Inc | — | Add +128.0% | 1,484 | $96K |
| JPMorgan Chase & Co. | — | Reduce -96.0% | 838 | $57K |
| Blair William & Co. | — | Add +46.4% | 823 | $53K |
| Osaic Holdings, Inc. | — | Reduce -63.3% | 754 | $49K |
| Spire Wealth Management | — | No change | 575 | $37K |
| Jones Financial Companies LLLP | — | New | 580 | $36K |
| Bank of Montreal | — | Reduce -100.0% | 553 | $36K |
| NewEdge Advisors, LLC | — | New | 363 | $24K |
| Frazier Financial Advisors, LLC | — | New | 361 | $23K |
| Kimelman & Baird, LLC | — | No change | 300 | $19K |
| MPWM Advisory Solutions, LLC | — | No change | 210 | $14K |
| Farther Finance Advisors, LLC | — | Add +239.6% | 163 | $11K |
| Prosperity Bancshares Inc | — | No change | 52 | $3K |
| US Bancorp \de | — | No change | 50 | $3K |
| TD Private Client Wealth LLC | — | Add +38.9% | 50 | $3K |
| MAI Capital Management | — | No change | 36 | $2K |
| Bear Mountain Capital, Inc. | — | Add +8.0% | 27 | $2K |
| Brown, Lisle/Cummings, Inc. | — | New | 24 | $2K |
"% 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.