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The Boeing Company

BA Industrials
$210.45 +$5.65 (2.76%)
Market Cap: $166.33 B
Gurus Holding
19
Popularity Rank
#43
% of Shares Held
1.90%
Net Activity (Q2 2026)
+$453.12 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 Q2 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.16 B.

Top institutional holders include Ken Fisher and Andreas Halvorsen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $453.12 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 122.6%. Conversely, Steven Cohen reduced exposure by 91.1%.

Key Holders

Top 5 by Value

$1.31 B
$623.67 M
$189.29 M
$173.18 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$680.94 M
Total Buy Value
New Buys 3
Additions 6
-$227.81 M
Total Sell Value
Reductions 9
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
9

FAQs for The Boeing Company (BA)

Major holders include Ken Fisher ($1.31 B), Andreas Halvorsen ($708.9 M), Cliff Asness ($623.67 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 15.02 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $453.12 M, with 9 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 0 fully exited BA. The total reported sell value was $227.81 M.

Yes, 3 managers opened new positions in BA, and 6 increased their existing holdings. The total reported buy value was $680.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% Add 3.5% 6,055,655 $1.31 B Q2 2026
2.02% Add 2.5% 3,274,825 $708.9 M Q2 2026
0.22% Add 122.6% 2,881,096 $623.67 M Q2 2026
0.55% Reduce -0.5% 874,437 $189.29 M Q2 2026
2.24% New Buy 800,000 $173.18 M Q2 2026
0.14% New Buy 471,397 $102.04 M Q2 2026
0.73% Reduce -0.3% 313,048 $67.77 M Q2 2026
0.04% Reduce -84.7% 142,784 $30.91 M Q2 2026
0.22% Add 0.2% 114,044 $24.69 M Q2 2026
3.38% Reduce -3.4% 21,574 $4.67 M Q2 2026
0.01% Reduce -91.1% 21,500 $4.65 M Q2 2026
0.39% Reduce -1.1% 13,444 $2.91 M Q2 2026
0.02% Reduce -22.7% 11,462 $2.48 M Q2 2026
0.00% Add 0.4% 7,385 $1.6 M Q2 2026
0.02% Reduce -83.7% 6,626 $1.43 M Q2 2026
0.00% New Buy 4,995 $1.08 M Q2 2026
0.01% Add 2.0% 2,650 $573,646 Q2 2026
0.00% 1,006 $217,769 Q2 2026
0.00% Reduce -29.2% 34 $7,299 Q2 2026
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