Filing Research | BA - Boeing Co/The Institutional Holdings

Snapshot holdings

50 / 852 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	1.3MSH	$279.3M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	755.4KSH	$163.5M
3	Douglas Lane & Associates, LLC	Shares	426.2KSH	$92.3M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	383.0KSH	$82.9M
5	Mirae Asset Global Investments Co., Ltd.	Shares	371.2KSH	$80.4M
6	Spectrum Financial Alliance Ltd LLC	Shares	361.8KSH	$78.3M
7	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	346.8KSH	$75.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	337.9KSH	$63.6M
9	CAPITAL ADVISORS INC/OK	Shares	288.5KSH	$62.4M
10	MEITAV INVESTMENT HOUSE LTD	Shares	243.6KSH	$52.7M
11	ZWJ INVESTMENT COUNSEL INC	Shares	236.4KSH	$51.2M
12	Czech National Bank	Shares	224.4KSH	$48.6M
13	D.A. DAVIDSON & CO.	Shares	222.2KSH	$48.1M
14	CACTI ASSET MANAGEMENT LLC	Shares	214.4KSH	$46.4M
15	ARS Investment Partners, LLC	Shares	196.6KSH	$42.6M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	174.1KSH	$37.7M
17	Bank Pictet & Cie (Europe) AG	Shares	156.5KSH	$33.9M
18	GATEWAY INVESTMENT ADVISERS LLC	Shares	150.5KSH	$32.6M
19	Mizuho Markets Cayman LP	Shares	143.6KSH	$31.1M
20	OFI INVEST ASSET MANAGEMENT	Shares	150.9KSH	$28.6M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	131.1KSH	$28.4M
22	QRG CAPITAL MANAGEMENT, INC.	Shares	114.3KSH	$24.7M
23	Police & Firemen's Retirement System of New Jersey	Shares	114.2KSH	$24.7M
24	DAVIDSON INVESTMENT ADVISORS	Shares	102.3KSH	$22.1M
25	DAVENPORT & Co LLC	Shares	92.0KSH	$19.9M
26	FRANKLIN STREET ADVISORS INC /NC	Shares	89.1KSH	$19.3M
27	MISSION WEALTH MANAGEMENT, LP	Shares	81.1KSH	$17.6M
28	IFM Investors Pty Ltd	Shares	79.3KSH	$17.2M
29	CMH Wealth Management LLC	Shares	71.6KSH	$15.5M
30	FACTORY MUTUAL INSURANCE CO	Shares	70.4KSH	$15.2M
31	Generali Powszechne Towarzystwo Emerytalne	Shares	70.0KSH	$15.2M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	66.6KSH	$14.4M
33	Sequoia Financial Advisors, LLC	Shares	64.4KSH	$13.9M
34	Ninety One SA (PTY) Ltd	Shares	59.4KSH	$12.9M
35	Welch Financial Planning, LLC	Shares	58.9KSH	$12.8M
36	First American Bank	Shares	58.0KSH	$12.6M
37	Foster Victor Wealth Advisors, LLC	Shares	57.4KSH	$12.5M
38	CARY STREET PARTNERS FINANCIAL LLC	Shares	53.5KSH	$11.6M
39	Xcel Wealth Management, LLC	Shares	53.4KSH	$11.6M
40	NorthCrest Asset Manangement, LLC	Shares	51.7KSH	$11.5M
41	OAK FAMILY ADVISORS, LLC	Shares	52.7KSH	$11.4M
42	Merit Financial Group, LLC	Shares	52.4KSH	$11.3M
43	J.W. COLE ADVISORS, INC.	Shares	52.3KSH	$11.3M
44	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	51.3KSH	$11.1M
45	Allied Investment Advisors, LLC	Shares	50.9KSH	$11.0M
46	Strong Tower Advisory Services	Shares	46.0KSH	$10.0M
47	Canada Post Corp Registered Pension Plan	Shares	45.5KSH	$9.8M
48	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	44.8KPRN	$9.7M
49	MIZUHO SECURITIES USA LLC	Shares	47.5KSH	$9.4M
50	HARTFORD INVESTMENT MANAGEMENT CO	Shares	43.6KSH	$9.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 879 loaded

#		Instrument
1	Mizuho Markets Cayman LP new	Shares	+143.6K	+$31.1M	$31.1M
2	Ninety One UK Ltd added	Shares	+39.2K	+$30.3M	$279.3M
3	OFI INVEST ASSET MANAGEMENT new	Shares	+150.9K	+$28.6M	$28.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+61.0K	+$15.7M	$63.6M
5	MISSION WEALTH MANAGEMENT, LP added	Shares	+71.1K	+$15.6M	$17.6M
6	MEITAV INVESTMENT HOUSE LTD added	Shares	+46.0K	+$13.4M	$52.7M
7	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+276	+$13.2M	$163.5M
8	Spectrum Financial Alliance Ltd LLC added	Shares	+22.3K	+$10.8M	$78.3M
9	Douglas Lane & Associates, LLC added	Shares	+16.3K	+$10.7M	$92.3M
10	Allied Investment Advisors, LLC added	Shares	+49.1K	+$10.7M	$11.0M
11	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+44.8K	+$9.7M	$9.7M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+14.9K	+$9.4M	$80.4M
13	ZWJ INVESTMENT COUNSEL INC added	Shares	+13.2K	+$6.8M	$51.2M
14	Czech National Bank added	Shares	+10.5K	+$6.0M	$48.6M
15	FRANKLIN STREET ADVISORS INC /NC added	Shares	+22.3K	+$6.0M	$19.3M
16	D.A. DAVIDSON & CO. added	Shares	+10.4K	+$5.9M	$48.1M
17	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-3.4K	+$5.4M	$75.1M
18	CAPITAL ADVISORS INC/OK added	Shares	+482	+$5.1M	$62.4M
19	Oak Thistle LLC added	Shares	+21.4K	+$5.0M	$9.2M
20	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+21.7K	+$4.7M	$5.0M
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+10.4K	+$4.1M	$24.7M
22	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$3.7M	$46.4M
23	ARS Investment Partners, LLC added	Shares	+1.3K	+$3.7M	$42.6M
24	Asio Capital, LLC new	Shares	+16.2K	+$3.5M	$3.5M
25	DMKC Advisory Services, LLC new	Shares	+16.2K	+$3.5M	$3.5M
26	Bank Pictet & Cie (Europe) AG unchanged	Shares	0	+$2.7M	$33.9M
27	Sivia Capital Partners, LLC new	Shares	+12.6K	+$2.7M	$2.7M
28	IFM Investors Pty Ltd added	Shares	+6.2K	+$2.6M	$17.2M
29	Merit Financial Group, LLC added	Shares	+8.4K	+$2.6M	$11.3M
30	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-359	+$2.6M	$32.6M
31	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+6.6K	+$2.2M	$11.6M
32	Econ Financial Services Corp added	Shares	+8.3K	+$2.0M	$4.9M
33	Sequoia Financial Advisors, LLC added	Shares	+4.5K	+$2.0M	$13.9M
34	Venturi Wealth Management, LLC added	Shares	+8.8K	+$2.0M	$3.0M
35	PensionDanmark Pensionsforsikringsaktieselskab trimmed	Shares	-1.6K	+$2.0M	$28.4M
36	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+5.8K	+$1.9M	$8.7M
37	CMH Wealth Management LLC added	Shares	+2.9K	+$1.8M	$15.5M
38	NorthCrest Asset Manangement, LLC added	Shares	+4.9K	+$1.8M	$11.5M
39	Ninety One SA (PTY) Ltd added	Shares	+3.1K	+$1.8M	$12.9M
40	Envestnet Portfolio Solutions, Inc. added	Shares	+5.4K	+$1.7M	$8.4M
41	Farther Finance Advisors, LLC added	Shares	+6.9K	+$1.7M	$7.5M
42	DAVIDSON INVESTMENT ADVISORS trimmed	Shares	-374	+$1.7M	$22.1M
43	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed	Shares	-25.0K	+$1.7M	$82.9M
44	DAVENPORT & Co LLC added	Shares	+32	+$1.6M	$19.9M
45	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-2.2K	+$1.6M	$24.7M
46	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+7.2K	+$1.5M	$3.0M
47	Old North State Wealth Management, LLC added	Shares	+3.8K	+$1.4M	$8.2M
48	NEW WAVE WEALTH ADVISORS LLC added	Shares	+6.0K	+$1.4M	$2.2M
49	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-8.8K	+$1.3M	$37.7M
50	First American Bank added	Shares	+1.1K	+$1.2M	$12.6M

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