BOEING CO (BA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
117
Reporting holders
$260.0M
Reported value
0.0%
Calls
0.6%
Puts
-2,527
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $80.4M | 431,882 | 1.08% | 32q | +1.3%+$1.1M |
| CACTI ASSET MANAGEMENT LLC | $40.3M | 214,530 | 2.13% | 32q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $10.6M | 57,119 | 1.79% | 17q | -1.8%-$199.6K |
| McAlister, Sweet & Associates, Inc. | $8.5M | 45,420 | 5.34% | 3q | +57.2%+$3.1M |
| Farther Finance Advisors, LLC | $7.6M | 40,815 | 0.05% | 16q | +18.3%+$1.2M |
| Capital Planning LLC | $6.6M | 35,689 | 1.77% | 24q | +1.7%+$108.5K |
| KWMG, LLC | $6.6M | 35,603 | 0.48% | 32q | +2.7%+$173.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.2M | 27,859 | 0.33% | 15q | +3.4%+$169.1K |
| Valeo Financial Advisors, LLC | $4.8M | 25,976 | 0.10% | 32q | -9.9%-$530.6K |
| Venture Visionary Partners LLC | $4.4M | 23,850 | 0.12% | 28q | +3.1%+$134.7K |
| MFA WEALTH ADVISORS, LLC | $4.3M | 23,124 | 0.73% | 12q | +2.2%+$91.7K |
| Weaver Consulting Group | $3.4M | 18,211 | 0.66% | 31q | HELD |
| Mirador Capital Partners LP | $3.4M | 18,099 | 0.39% | new | NEW |
| Legacy Private Trust Co. | $3.2M | 17,325 | 0.18% | 11q | +1.9%+$59.5K |
| CenterStar Asset Management, LLC | $3.1M | 7,746 | 0.73% | 2q | +72.6%+$1.3M |
| MFG WEALTH MANAGEMENT, INC. | $2.7M | 14,400 | 1.95% | 7q | +8.1%+$201.9K |
| Apella Capital, LLC | $2.7M | 14,202 | 0.03% | 21q | +2.2%+$57.8K |
| Wedmont Private Capital | $2.6M | 13,675 | 0.06% | 20q | +17.9%+$389.8K |
| GAMMA Investing LLC | $2.4M | 12,868 | 0.08% | 12q | -9.5%-$252.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.3M | 12,579 | 0.46% | 24q | +3.8%+$84.8K |
| EASTERN BANK | $2.3M | 12,429 | 0.04% | 32q | -1.4%-$31.8K |
| Central Pacific Bank - Trust Division | $2.0M | 10,869 | 0.21% | 3q | +1.7%+$34.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 10,012 | 0.16% | 20q | -7.4%-$149.0K |
| Bangor Savings Bank | $1.8M | 9,507 | 0.13% | 18q | -3.2%-$59.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.6M | 8,416 | 1.12% | 4q | -15.8%-$293.4K |
| Pacifica Partners Inc. | $1.5M | 7,908 | 0.46% | 3q | HELD |
| DOLIVER ADVISORS, LP | $1.5M | 8,063 | 0.33% | 22q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $1.5M | 7,951 | 0.24% | new | NEW |
| Applied Capital LLC/FL | $1.4M | 7,655 | 0.57% | 16q | -1.2%-$17.3K |
| First Heartland Consultants, Inc. | $1.4M | 7,648 | 0.09% | 32q | +101.4%+$716.3K |
| Grove Bank & Trust | $1.3M | 7,045 | 0.13% | 16q | -31.4%-$600.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.3M | 7,035 | 0.02% | 32q | +25.7%+$267.9K |
| Atlas Brown,Inc. | $1.2M | 6,605 | 0.32% | 32q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.2M | 6,202 | 0.08% | 32q | HELD |
| Acropolis Investment Management, LLC | $1.1M | 5,883 | 0.04% | 32q | -55.0%-$1.3M |
| Legacy Wealth Asset Management, LLC | $1.0M | 5,457 | 0.22% | 24q | -0.7%-$6.9K |
| Parrish Capital LLC | $1.0M | 5,405 | 0.98% | 4q | +8.3%+$77.0K |
| CoreCap Advisors, LLC | $1.0M | 5,395 | 0.03% | 9q | -27.2%-$374.4K |
| Everhart Financial Group, Inc. | $949.6K | 5,104 | 0.06% | 19q | -18.4%-$214.1K |
| Sound Income Strategies, LLC | $930.8K | 4,958 | 0.04% | 32q | -5.7%-$55.9K |
| MassMutual Private Wealth & Trust, FSB | $841.5K | 4,523 | 0.02% | 32q | +4.8%+$38.7K |
| ECLECTIC ASSOCIATES INC /ADV | $839.4K | 4,512 | 0.09% | 24q | +1.4%+$11.7K |
| Boltwood Capital Management | $830.0K | 4,461 | 0.19% | 32q | +9.0%+$68.5K |
| Wisconsin Wealth Advisors, LLC | $790.6K | 4,249 | 0.66% | 8q | +1.1%+$8.9K |
| Avidian Wealth Enterprises, LLC | $763.8K | 4,105 | 0.02% | 32q | -46.3%-$658.5K |
| Breakwater Capital Group | $756.3K | 4,065 | 0.09% | 16q | +23.4%+$143.4K |
| Byrne Asset Management LLC | $749.1K | 3,896 | 0.42% | 20q | HELD |
| CHAPIN DAVIS, INC. | $736.9K | 3,961 | 0.14% | 16q | +1.6%+$11.9K |
| GK Wealth Management LLC | $720.8K | 3,874 | 0.41% | 2q | -8.9%-$70.1K |
| Gerald Baker Financial Group LLC | $672.4K | 3,614 | 0.19% | 3q | -2.4%-$16.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $665.6K | 3,441 | 0.10% | 24q | -3.8%-$26.5K |
| Boston Standard Wealth Management, LLC | $655.5K | 3,523 | 0.09% | 4q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $639.5K | 3,437 | 0.04% | 4q | +19.3%+$103.6K |
| HF Advisory Group, LLC | $613.8K | 3,299 | 0.18% | 16q | +7.2%+$41.5K |
| Versant Capital Management, Inc | $600.1K | 3,226 | 0.05% | 32q | HELD |
| Gradient Investments LLC | $585.6K | 3,148 | 0.01% | 32q | -44.6%-$471.2K |
| Montz Harcus Wealth Management LLC | $577.3K | 3,103 | 0.20% | 20q | -5.9%-$36.1K |
| Emprise Bank | $545.3K | 2,931 | 0.21% | 11q | HELD |
| DAVIDSON TRUST CO | $544.2K | 2,925 | 0.22% | 16q | -13.0%-$81.3K |
| Capital Advisors Wealth Management, LLC | $539.4K | 2,899 | 0.06% | 23q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $500.5K | 2,690 | 0.43% | 4q | -4.4%-$23.3K |
| ANB BANK | $492.3K | 2,646 | 0.17% | 8q | -0.8%-$4.1K |
| Pathway Financial Advisors LLC | $482.6K | 2,594 | 0.05% | 31q | HELD |
| Koenig Investment Advisory, LLC | $482.3K | 2,592 | 0.35% | 4q | -37.6%-$291.2K |
| Exchange Bank | $481.3K | 2,587 | 0.30% | 6q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $473.9K | 2,547 | 0.05% | 32q | -5.0%-$24.7K |
| Arbor Wealth Advisors LLC | $452.1K | 2,430 | 0.28% | 2q | HELD |
| TrueWealth Advisors, LLC | $440.0K | 2,365 | 0.10% | 16q | +43.5%+$133.4K |
| PARK NATIONAL CORP /OH/ | $435.4K | 2,340 | 0.01% | 32q | -11.4%-$55.8K |
| Cooper Financial Group | $412.7K | 2,218 | 0.03% | 32q | -28.0%-$160.6K |
| Midwest Financial Partners Investments, Inc. | $386.2K | 2,076 | 0.15% | 4q | +13.0%+$44.5K |
| DECISION INVESTMENTS, INC | $377.9K | 2,031 | 0.34% | 4q | HELD |
| Tactive Advisors, LLC | $355.0K | 1,808 | 0.09% | 6q | +74.7%+$151.8K |
| Rosenberg Matthew Hamilton | $350.9K | 1,886 | 0.06% | 27q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $349.3K | 1,878 | 0.10% | 4q | +0.8%+$2.8K |
| Hickory Point Bank & Trust | $336.9K | 1,811 | 0.20% | 8q | HELD |
| Dale Q Rice Investment Management Ltd | $328.8K | 1,767 | 0.18% | 8q | -0.6%-$1.9K |
| Bill Few Associates, Inc. | $316.6K | 1,702 | 0.07% | 20q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $311.1K | 1,672 | 0.04% | 4q | HELD |
| Financial Enhancement Group LLC | $310.9K | 1,651 | 0.04% | 6q | -0.5%-$1.7K |
| RTD Financial Advisors, Inc. | $296.9K | 1,596 | 0.03% | 20q | -0.9%-$2.8K |
| Emergent Wealth Advisors, LLC | $294.5K | 1,583 | 0.15% | 5q | -40.1%-$197.4K |
| Canandaigua National Trust Co of Florida | $283.0K | 1,521 | 0.16% | 8q | -57.3%-$379.5K |
| Balefire, LLC | $279.1K | 1,500 | 0.04% | 5q | +19.3%+$45.2K |
| RIVERSEDGE ADVISORS, LLC | $278.7K | 1,498 | 0.03% | 2q | -22.3%-$80.0K |
| Vann Equity Management LLC | $270.5K | 1,454 | 0.16% | 2q | -41.9%-$195.4K |
| Graves Light Lenhart Wealth, Inc. | $269.9K | 1,451 | 0.03% | 16q | HELD |
| Worth Asset Management, LLC | $240.2K | 1,291 | 0.07% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $230.1K | 1,237 | 0.02% | 4q | -62.4%-$381.8K |
| Ridgewood Investments LLC | $224.4K | 1,206 | 0.08% | 18q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $223.7K | 1,202 | 0.06% | 15q | -3.8%-$8.7K |
| Conrad Siegel Investment Advisors, Inc. | $220.7K | 1,186 | 0.04% | 6q | -8.8%-$21.4K |
| Shulman DeMeo Asset Management LLC | $213.1K | 1,106 | 0.04% | 6q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $206.3K | 1,109 | 0.02% | 32q | -15.7%-$38.5K |
| Violich Capital Management, Inc. | $204.7K | 1,100 | 0.02% | 6q | HELD |
| Dorato Capital Management | $196.1K | 1,042 | 0.13% | 4q | HELD |
| Miller Global Investments, LLC | $193.9K | 1,042 | 0.16% | 4q | HELD |
| Trust Co | $175.6K | 944 | 0.02% | 4q | -2.6%-$4.7K |
| Bullock Wealth Management Group | $167.5K | 871 | 0.07% | 11q | +8.9%+$13.6K |
| ARMSTRONG ADVISORY GROUP, INC | $154.5K | 830 | 0.01% | 16q | HELD |
Showing the largest 100 of 123 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-28 | 2026-08-24 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | TILDEN BRADLEY D | Director | Bought | 1,370 | $299.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 117 | $260.0M | 1,385,747 | 4 | 38 | 43 | 0.6% |
| Q2 2026 | 2,644 | $156.0B | 646,956,651 | 232 | 1,007 | 769 | 10.2% |
| Q1 2026 | 2,533 | $133.8B | 596,275,193 | 191 | 1,064 | 683 | 10.9% |
| Q4 2025 | 2,559 | $143.6B | 574,708,358 | 208 | 1,011 | 673 | 13.2% |
| Q3 2025 | 2,399 | $140.0B | 561,735,455 | 190 | 953 | 639 | 13.4% |
| Q2 2025 | 2,355 | $136.0B | 561,186,054 | 320 | 851 | 701 | 13.7% |
| Q1 2025 | 2,154 | $109.1B | 555,852,178 | 148 | 797 | 747 | 13.2% |
| Q4 2024 | 2,208 | $119.5B | 565,855,104 | 266 | 790 | 684 | 16.3% |
| Q3 2024 | 1,979 | $75.2B | 417,999,847 | 122 | 571 | 885 | 15.2% |
| Q2 2024 | 2,106 | $92.8B | 416,888,482 | 107 | 695 | 866 | 18.3% |
| Q1 2024 | 2,204 | $97.7B | 414,809,543 | 116 | 712 | 957 | 18.1% |
| Q4 2023 | 2,509 | $123.5B | 406,802,542 | 281 | 761 | 817 | 14.3% |
| Q3 2023 | 2,203 | $88.2B | 407,141,941 | 123 | 756 | 741 | 11.4% |
| Q2 2023 | 2,251 | $89.7B | 370,261,979 | 132 | 719 | 772 | 12.1% |
| Q1 2023 | 2,219 | $93.3B | 386,554,236 | 189 | 698 | 805 | 12.0% |
| Q4 2022 | 2,146 | $80.7B | 359,935,904 | 332 | 568 | 740 | 15.0% |
| Q3 2022 | 1,832 | $48.7B | 340,146,955 | 90 | 693 | 622 | 15.1% |
| Q2 2022 | 1,906 | $57.4B | 338,009,258 | 84 | 701 | 762 | 18.5% |
| Q1 2022 | 2,159 | $78.4B | 322,874,460 | 114 | 824 | 750 | 20.3% |
| Q4 2021 | 2,191 | $86.5B | 320,844,386 | 121 | 690 | 766 | 25.1% |
| Q3 2021 | 2,070 | $88.7B | 311,639,399 | 98 | 690 | 770 | 22.7% |
| Q2 2021 | 2,127 | $92.4B | 314,619,391 | 121 | 860 | 643 | 18.5% |
| Q1 2021 | 2,130 | $102.8B | 315,957,726 | 195 | 841 | 683 | 21.8% |
| Q4 2020 | 2,049 | $88.9B | 314,707,994 | 237 | 693 | 685 | 24.2% |
| Q3 2020 | 1,750 | $61.4B | 291,529,032 | 76 | 545 | 778 | 21.6% |
| Q2 2020 | 1,830 | $69.7B | 298,206,028 | 238 | 644 | 727 | 21.7% |
| Q1 2020 | 1,777 | $61.5B | 350,092,469 | 128 | 696 | 796 | 15.4% |
| Q4 2019 | 2,191 | $139.5B | 386,877,541 | 108 | 715 | 817 | 9.6% |
| Q3 2019 | 2,081 | $160.0B | 387,172,620 | 92 | 775 | 776 | 7.8% |
| Q2 2019 | 2,122 | $157.9B | 387,504,346 | 127 | 801 | 818 | 10.6% |
| Q1 2019 | 2,142 | $159.5B | 384,843,173 | 195 | 747 | 860 | 8.0% |
| Q4 2018 | 2,065 | $136.7B | 401,886,732 | 15 | 28 | 33 | 5.2% |