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The Boeing Company

BA Industrials
$209.89 +$5.13 (2.51%)
Market Cap: $164.84 B
Gurus Holding
18
Popularity Rank
#53
% of Shares Held
1.54%
Net Activity (Q4 2025)
+$207.51 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 Q4 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.55 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $207.51 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 91.4%.

Key Holders

Top 5 by Value

$1.22 B
$858.29 M
$192.28 M
$85.93 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$342.98 M
Total Buy Value
New Buys 2
Additions 7
-$135.46 M
Total Sell Value
Reductions 8
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
9
Net Buyers
9

FAQs for The Boeing Company (BA)

Major holders include Ken Fisher ($1.22 B), Andreas Halvorsen ($858.29 M), HOTCHKIS & WILEY ($192.28 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 12.13 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $207.51 M, with 9 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited BA. The total reported sell value was $135.46 M.

Yes, 2 managers opened new positions in BA, and 7 increased their existing holdings. The total reported buy value was $342.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.42% Add 2.5% 5,640,900 $1.22 B Q4 2025
2.28% Add 31.3% 3,953,087 $858.29 M Q4 2025
0.57% Add 5.3% 885,587 $192.28 M Q4 2025
0.21% Reduce -12.2% 610,884 $132.64 M Q4 2025
0.05% Add 17.7% 395,749 $85.93 M Q4 2025
0.21% Add 2581.5% 185,157 $40.2 M Q4 2025
0.45% New Buy 151,928 $32.99 M Q4 2025
0.25% Add 20.7% 119,504 $25.95 M Q4 2025
0.21% Add 228.6% 66,951 $14.54 M Q4 2025
0.01% Reduce -87.3% 54,272 $11.78 M Q4 2025
3.47% Reduce -10.8% 25,427 $5.52 M Q4 2025
0.01% Reduce -91.4% 14,253 $3.09 M Q4 2025
0.42% Reduce -7.0% 13,734 $2.98 M Q4 2025
0.01% Reduce -38.4% 6,760 $1.47 M Q4 2025
0.00% 5,452 $1.18 M Q4 2025
0.00% Reduce -3.6% 2,270 $492,862 Q4 2025
0.00% Reduce -2.6% 1,006 $218,422 Q4 2025
0.00% New Buy 29 $6,337 Q4 2025
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