Guru Ownership Over Time
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 $2.3 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Boeing Company (BA)
Top Guru holders include Ken Fisher ($1.19 B), Andreas Halvorsen ($649.77 M), HOTCHKIS & WILEY ($181.56 M). Collectively, tracked Gurus hold 11.18 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $8.98 M, with 9 Gurus buying and 8 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 0 Gurus sold out of BA completely. Total sell value was $201.84 M.
Yes, 1 Gurus opened new positions in BA, and 8 added to their existing holdings. Total buy value was $192.86 M.