SEC 13F Intelligence

BAESYBAE SYSTEMS PLC

CUSIP 05523R107 · Yahoo Finance ↗ · Google Finance ↗

Bae Systems PLC (BAESY) has 34 institutional holders in Filings Flow’s 13F database, together reporting 294.7K shares worth $34M as of Q1 2026. The largest reported holders are Altrius Capital Management Inc, Arrow Capital Pty Ltd, and First Merchants Corp.

Institutional Holders
34
Q1 2026
Reported Value
$34M
Ticker
BAESY
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 15Q2 ’19Q3 ’19: 13Q4 ’19: 18Q1 ’20: 17Q2 ’20: 16Q2 ’20Q3 ’20: 13Q4 ’20: 14Q1 ’21: 16Q2 ’21: 19Q2 ’21Q3 ’21: 16Q4 ’21: 16Q1 ’22: 17Q2 ’22: 16Q2 ’22Q3 ’22: 15Q4 ’22: 20Q1 ’23: 18Q2 ’23: 25Q2 ’23Q3 ’23: 25Q4 ’23: 23Q1 ’24: 26Q2 ’24: 25Q2 ’24Q3 ’24: 22Q4 ’24: 23Q1 ’25: 26Q2 ’25: 30Q2 ’25Q3 ’25: 25Q4 ’25: 32Q1 ’26: 34filingsflow.com
Total reported value
Q2 ’19: $27MQ2 ’19Q3 ’19: $39MQ4 ’19: $42MQ1 ’20: $36MQ2 ’20: $43MQ2 ’20Q3 ’20: $27MQ4 ’20: $23MQ1 ’21: $23MQ2 ’21: $7MQ2 ’21Q3 ’21: $8MQ4 ’21: $10MQ1 ’22: $12MQ2 ’22: $17MQ2 ’22Q3 ’22: $16MQ4 ’22: $30MQ1 ’23: $46MQ2 ’23: $53MQ2 ’23Q3 ’23: $56MQ4 ’23: $84MQ1 ’24: $113MQ2 ’24: $83MQ2 ’24Q3 ’24: $30MQ4 ’24: $22MQ1 ’25: $33MQ2 ’25: $35MQ2 ’25Q3 ’25: $41MQ4 ’25: $31MQ1 ’26: $34Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Altrius Capital Management Inc$503M AUM2.13%$11M91.8KQ1 2026
Arrow Capital Pty Ltd$100M AUM4.48%$8M49.5KQ3 2025OLDER
FIRST MERCHANTS CORP$2.6B AUM0.30%$8M68.4KQ1 2026
SIT INVESTMENT ASSOCIATES INC$4.9B AUM0.08%$4M35.5KQ1 2026
Henry James International Management Inc.$334M AUM1.09%$3M26.0KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M10.1KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.02%$1M9.9KQ1 2026
Corient IA LLC$106M AUM0.61%$1M10.0KQ2 2025OLDER
Calydon Capital$613M AUM0.17%$1M8.7KQ1 2026
SkyView Investment Advisors, LLC$743M AUM0.14%$1M8.6KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$935,6798.1KQ1 2026
Collaborative Fund Advisors, LLC$162M AUM0.55%$896,9347.7KQ1 2026
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.04%$594,4326.4KQ4 2025OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.02%$525,2365.7KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$464,0204.0KQ1 2026
GAMMA Investing LLC$2.7B AUM0.02%$451,2053.9KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.01%$354,8653.8KQ4 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$307,4442.6KQ1 2026
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.02%$305,6962.6KQ1 2026
Signature Equity Partners, LLC$186M AUM0.16%$290,3433.1KQ4 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$249,6292.7KQ4 2025OLDER
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.01%$221,0011.9KQ1 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$122,4411.1KQ1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$109,9301.0KQ2 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$80,345661Q1 2026
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.02%$74,304800Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$66,405570Q1 2026
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$66,051637Q2 2025OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.02%$64,522556Q1 2026
Westside Investment Management, Inc.$653M AUM0.01%$44,001362Q1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.01%$43,338372Q1 2026
Accent Capital Management, LLC$206M AUM0.02%$43,222371Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.01%$33,963304Q3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$31,579340Q4 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$23,000201Q1 2026
Ancora Advisors LLC$4.7B AUM0.00%$17,358149Q1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$16,193139Q1 2026
Ramirez Asset Management, Inc.$832M AUM0.00%$14,506125Q1 2026
Financial Gravity Companies, Inc.$509M AUM0.00%$13,659130Q2 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$11,785113Q2 2025OLDER
Front Row Advisors LLC$296M AUM0.00%$11,650100Q1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$11,279100Q1 2026
Main Street Group, LTD$340M AUM0.00%$10,94998Q3 2025OLDER
ADIRONDACK TRUST CO$336M AUM0.00%$8,15570Q1 2026
RMG Wealth Management LLC$866M AUM0.00%$7,59973Q1 2026
Wealth Preservation Advisors, LLC$120M AUM0.00%$5,44159Q4 2025OLDER
Transce3nd, LLC$11M AUM0.04%$4,42738Q1 2026
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,72832Q1 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$3,71540Q4 2025OLDER
Motiv8 Investments LLC$183M AUM0.00%$3,00035Q4 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,60128Q4 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$5835Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$1171Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.