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 $29M 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
$29M
Ticker
BAESY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 15Q4 ’18Q1 ’19: 19Q2 ’19: 16Q2 ’19Q3 ’19: 14Q2 ’21: 19Q2 ’21Q4 ’21: 15Q4 ’22: 20Q4 ’22Q4 ’25: 32Q1 ’26: 34Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $949MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.1BQ2 ’19Q3 ’19: $1.3BQ2 ’21: $66MQ2 ’21Q4 ’21: $49MQ4 ’22: $76MQ4 ’22Q4 ’25: $27MQ1 ’26: $29MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Altrius Capital Management Inc$503M AUM2.13%$11M91.8KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.76%$3M26.0KQ2 2026
Collaborative Fund Advisors, LLC$162M AUM0.55%$896,9347.7KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.30%$8M68.4KQ1 2026OLDER
Calydon Capital$613M AUM0.17%$1M8.7KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.16%$290,3433.1KQ4 2025OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.04%$594,4326.4KQ4 2025OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.02%$525,2365.7KQ4 2025OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.02%$305,6962.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$1M9.9KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$307,4442.6KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.02%$43,222371Q1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.02%$64,522556Q1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.02%$74,304800Q4 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$354,8653.8KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$388,7644.0KQ2 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$122,4411.1KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$249,6292.7KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$935,6798.1KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.01%$33,963304Q3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.01%$43,338372Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$80,345661Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$44,001362Q1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$11,279100Q1 2026OLDER
RIVERBRIDGE PARTNERS LLC$4.1B AUM0.01%$221,0011.9KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$66,405570Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$13,615139Q2 2026
Front Row Advisors LLC$296M AUM0.00%$11,650100Q1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$10,94998Q3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$31,579340Q4 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$8,15570Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$5,44159Q4 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$14,506125Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,60128Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M10.1KQ1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$7,59973Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$17,358149Q1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$5835Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,72832Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$464,0204.0KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.00%$3,71540Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$1171Q1 2026OLDER

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