Boeing Co/the (BA) — Institutional Holders Breakdown (Q2 2026)

BA ranks #79 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BA is a top-conviction position for Newport Trust Company, LLC — at 14.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BA belongs to BlackRock, Inc., but the position matters far more to Newport Trust Company, LLC, who has 14.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its BA position for two straight quarters, increasing it by $537.7M to reach $623.7M today.

Susquehanna International Group, LLP has trimmed its BA position for two straight quarters, cutting it by $750.8M while still holding $4.1B.

BA is up 1.6% today, and institutions have been net buyers of $40.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BA posted net income of $2.4B over the trailing twelve months.

• Profitable — net income of $2.4B over the trailing twelve months
• Revenue grew 24.8% year over year
• Net income improved year over year, from -$10.7B to $2.4B
• Generated $1.1B in positive operating cash flow
• Current ratio of 1.19x — below the conventional 1.5x liquidity buffer
• Liabilities run 29.85x equity — a highly leveraged balance sheet worth noting