DOSSIER · 13F Holders · Q2 2026
BAESY

BAE SYS PLC

39 institutions still hold BAE SYS PLC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05523R107·39 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$38M
visible holders
Holders
39
filers reporting
Concentration
24.96%
Altrius Capital Management Inc #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported BAESY in Q2 2026. Altrius Capital Management Inc leads at 25.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Altrius Capital Management Inc
CIK 0001940646
$10M98K1.82%Q2 2026
02
BEACH INVESTMENT COUNSEL INC/PA
CIK 0001058800
$8M99K1.19%Q1 2025
03
FIRST MERCHANTS CORP
CIK 0000712534
$7M67K0.23%Q2 2026
04
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$4M35K0.08%Q1 2026
05
Henry James International Management Inc.
CIK 0001750423
$3M26K0.76%Q2 2026
06
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$1M13K0.02%Q2 2026
07
SkyView Investment Advisors, LLC
CIK 0001848237
$1M9K0.14%Q1 2026
08
RHUMBLINE ADVISERS
CIK 0001115418
$993K10K0.00%Q2 2026
09
Sterling Capital Management LLC
CIK 0001329883
$890K9K0.02%Q2 2026
10
Calydon Capital
CIK 0001759271
$693K7K0.10%Q2 2026
11
MERITAGE PORTFOLIO MANAGEMENT
CIK 0000881432
$594K6K0.04%Q4 2025
12
RNC CAPITAL MANAGEMENT LLC
CIK 0000051762
$534K5K0.02%Q2 2026
13
GAMMA Investing LLC
CIK 0002010235
$389K4K0.01%Q2 2026
14
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$264K3K0.02%Q2 2026
15
ALTA CAPITAL MANAGEMENT LLC/
CIK 0001093589
$252K3K0.02%Q2 2026
16
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$157K2K0.00%Q4 2025
17
First Horizon Advisors, Inc.
CIK 0001588539
$110K1K0.00%Q2 2025
18
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$103K1K0.01%Q2 2026
19
Golden State Equity Partners
CIK 0001845003
$66K5700.01%Q1 2026
20
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
CIK 0001121477
$54K5560.01%Q2 2026
Page 1 of 2
19 more holders available. Log in →