The Boeing Company

BA Industrials
$234.04 $-7.55 (-3.13%)
Market Cap: $183.65 B
Gurus Holding
17
Popularity Rank
#67
% of Shares Held
1.47%
Net Activity (Q3 2025)
-$8.98 M

Guru Ownership Trend

Guru Analysis for The Boeing Company (BA)

The Boeing Company (BA), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.62 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.98 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 67.5%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.43% Add 3.3% 5,505,040 $1.19 B Q3 2025
1.69% Add 6.2% 3,010,551 $649.77 M Q3 2025
0.56% Reduce -1.4% 841,197 $181.56 M Q3 2025
0.20% Add 25.2% 695,600 $150.13 M Q3 2025
0.15% Reduce -67.5% 426,729 $92.1 M Q3 2025
0.05% Add 237.5% 336,128 $72.55 M Q3 2025
0.06% Add 1549.0% 166,172 $35.86 M Q3 2025
0.21% Reduce -4.6% 99,025 $21.37 M Q3 2025
3.58% Reduce -9.8% 28,492 $6.15 M Q3 2025
0.06% Reduce -50.9% 20,372 $4.4 M Q3 2025
0.45% Add 3.9% 14,761 $3.19 M Q3 2025
0.01% Add 6.3% 10,967 $2.37 M Q3 2025
0.01% Reduce -46.5% 6,905 $1.49 M Q3 2025
0.01% New Buy 6,453 $1.39 M Q3 2025
0.00% Reduce -1.6% 5,452 $1.18 M Q3 2025
0.00% Reduce -1.6% 2,354 $508,064 Q3 2025
0.00% Add 2.7% 1,033 $222,952 Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$192.86 M
Total Buy Value
New Buys 1
Additions 8
-$201.84 M
Total Sell Value
Reductions 8
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
8
Net Buyers
9

FAQs for The Boeing Company (BA)

Major holders include Ken Fisher ($1.19 B), Andreas Halvorsen ($649.77 M), HOTCHKIS & WILEY ($181.56 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 11.18 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.98 M, with 9 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited BA. The total reported sell value was $201.84 M.

Yes, 1 managers opened new positions in BA, and 8 increased their existing holdings. The total reported buy value was $192.86 M.