Stock profile

BOEING CO (BA)

BA · Latest close $190.47 as of Oct 20, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$190.47
As of Oct 20, 2026
Tracked funds holding
7 of 149
2026 Q2 13F filings
Opened / added
1 / 4
vs previous quarter
Trimmed / exited
3
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Hillman Capital Management3.38%21,574TRIMMED (-3.4%)
Sound Shore2.71%407,058ADDED (+14.7%)
Appaloosa Management2.24%800,000NEW
Viking Global Investors2.02%3,274,825ADDED (+2.5%)
Causeway Capital Management0.73%313,048TRIMMED (-0.3%)
Alpha Wave Global0.62%179,933ADDED (+8.8%)
Mairs & Power Funds0.01%2,650ADDED (+2.0%)

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Exited this quarter: Check Capital Management.

Filing season: the Q3 2026 13F tracker follows every tracked fund’s filing for the quarter ended Sep 30, 2026, with its biggest buys and sells.

All institutions · Form 13F

Institutions holding2,630 of 8,857 filers
Long-only filers among them2,620
Change vs 2026 Q1+130 net · 1,869 entered · 1,739 exited
Shares reported, all filers595,935,813
Reported value, all filers$136.8B

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

ExchangeNYSE
IndustryAircraft (SIC 3721)
Revenue · FY2025$89.5B
Net income · FY2025$2.2B
Total assets · FY2025$168.2B
Shares outstanding790,370,020
Market cap (at latest close)$150.5B

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jul 21, 2026.

Short interest

Shares short · Sep 15, 202614,211,516
Share of shares outstanding1.80%
Days to cover3.04

Shares short at recent settlements — Jun 30, 2026: 13.6M · Jul 15, 2026: 14.7M · Jul 31, 2026: 15.4M · Aug 14, 2026: 15.0M · Aug 31, 2026: 15.9M · Sep 15, 2026: 14.2M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jul 21, 2026.

Fails to deliver

Shares failed to deliver · Sep 15, 20260
Share of shares outstanding0.00%
Fails as a share of short interest · Sep 15, 20260.0%

Fails to deliver at recent settlements — Jun 30, 2026: 17K · Jul 15, 2026: 487 · Jul 31, 2026: 0 · Aug 14, 2026: 0 · Aug 31, 2026: 0 · Sep 15, 2026: 0.

Source: SEC Fails-to-Deliver data (semi-monthly files, published about two weeks after each settlement date). Each figure is the balance of shares not yet delivered on that date; a stock absent from that date’s file counts as zero. See our research on whether fails to deliver predict returns. Shares outstanding from SEC filings as of Jul 21, 2026.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 21, 2026.

Politician trading · U.S. Congress

0 members of Congress reported buying (0 purchases vs 2 sales).

Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Dividend Growth — Dividends raised for more than 10 years

Key figures

· Buffett — Latest ROE: 41.0% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 380.4% · Latest net income: $2.2B

· Dividend Growth — Dividend per share: 8.22 · Dividend yield: 4.4% · Straight dividend years: 13 · 10-yr dividend growth: 389.3%

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Insider BEST — appeared in 2 of the last 20 quarterly lists; latest 2022 Q4, ranked #35 of 50.

· Politician BEST — appeared in 5 of the last 20 quarterly lists; latest 2026 Q1, ranked #19 of 50.

13F signal (2021 Q3 – 2026 Q1)EventsWin rateAvg returnSPYExcess
Heavy accumulation — 3+ tracked funds increased together850.0%+2.6%+4.7%-2.0%
Share count tripled (3x)2100.0%+6.6%-4.7%+11.3%

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

Related stocks

Also held by the tracked funds that hold BA: MICROSOFT CORP (MSFT) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · Walt Disney Co (DIS) · AMAZON COM INC (AMZN) · Alphabet Inc. (GOOGL) · Meta Platforms, Inc. (META) · Alphabet Inc. (GOOG) · UNITEDHEALTH GROUP INC (UNH) · THERMO FISHER SCIENTIFIC INC. (TMO) · PFIZER INC (PFE).

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