13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BAESY

BAE SYSTEMS PLC (ADR)

40 institutions still hold BAE SYSTEMS PLC (ADR) as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05523r107·40 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$30M
71.0% inst. owned
of float
Holders
40
-8 QoQ
filers reporting
Activity
+43 / −27
+918 added · −774 reduced
this quarter
Concentration
35.88%
Altrius Capital Management Inc #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported BAESY in Q1 2026. Altrius Capital Management Inc leads at 35.9% of the visible book. -8 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Altrius Capital Management Inc
CIK 0001940646
$11M92K2.13%Q1 202602
FIRST MERCHANTS CORP
CIK 0000712534
$8M68K0.30%Q1 202603
Henry James International Management Inc.
CIK 0001750423
$3M26K1.09%Q1 202604
RHUMBLINE ADVISERS
CIK 0001115418
$1M10K0.00%Q1 202605
Sterling Capital Management LLC
CIK 0001329883
$1M10K0.02%Q1 202606
Calydon Capital
CIK 0001759271
$1M9K0.17%Q1 202607
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$935,6798K0.01%Q1 202608
Collaborative Fund Advisors, LLC
CIK 0002132074
$896,9348K0.55%Q1 202609
MERITAGE PORTFOLIO MANAGEMENT
CIK 0000881432
$594,0006K0.04%Q4 202510
RNC CAPITAL MANAGEMENT LLC
CIK 0000051762
$525,0006K0.02%Q4 202511
GAMMA Investing LLC
CIK 0002010235
$451,2054K0.02%Q1 202612
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$307,4443K0.02%Q1 202613
ALTA CAPITAL MANAGEMENT LLC/
CIK 0001093589
$305,6963K0.02%Q1 202614
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$221,0012K0.01%Q1 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$156,9672K0.00%Q4 202516
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$122,4411K0.01%Q1 202617
First Horizon Advisors, Inc.
CIK 0001588539
$109,9301K0.00%Q2 202518
Salomon & Ludwin, LLC
CIK 0001766156
$80,3456610.01%Q1 202619
Golden State Equity Partners
CIK 0001845003
$66,4055700.01%Q1 202620
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
CIK 0001121477
$64,5225560.02%Q1 2026
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