🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

The Boeing Company

BA Industrials
$219.05 $-2.58 (-1.16%)
Market Cap: $172.68 B
Gurus Holding
16
Popularity Rank
#87
% of Shares Held
1.64%
Net Activity (Q1 2026)
+$157.23 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 Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.83 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $157.23 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 345.3%. Conversely, Jefferies Group reduced exposure by 92.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$354.45 M
Total Buy Value
New Buys 0
Additions 8
-$197.22 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
8

FAQs for The Boeing Company (BA)

Major holders include Ken Fisher ($1.16 B), Andreas Halvorsen ($636.11 M), Cliff Asness ($257.62 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 12.92 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $157.23 M, with 8 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited BA. The total reported sell value was $197.22 M.

Yes, 0 managers opened new positions in BA, and 8 increased their existing holdings. The total reported buy value was $354.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% Add 3.8% 5,852,208 $1.16 B Q1 2026
1.78% Reduce -19.2% 3,196,041 $636.11 M Q1 2026
0.12% Add 227.1% 1,294,391 $257.62 M Q1 2026
0.29% Add 52.5% 931,464 $185.39 M Q1 2026
0.54% Reduce -0.8% 878,687 $174.89 M Q1 2026
0.77% Add 106.6% 313,926 $62.48 M Q1 2026
0.06% Add 345.3% 241,682 $48.1 M Q1 2026
0.22% Reduce -4.8% 113,821 $22.65 M Q1 2026
0.16% Reduce -39.2% 40,741 $8.11 M Q1 2026
3.09% Reduce -12.2% 22,326 $4.44 M Q1 2026
0.02% Reduce -92.0% 14,828 $2.95 M Q1 2026
0.39% Reduce -1.0% 13,595 $2.71 M Q1 2026
0.00% Add 8.8% 7,357 $1.46 M Q1 2026
0.01% Add 14.4% 2,597 $516,881 Q1 2026
0.00% 1,006 $200,224 Q1 2026
0.00% Add 65.5% 48 $9,082 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form