BA

BA BOEING CO/THE

2026Q2 · CUSIP 097023105 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,641
Institutions that reported holding it to the SEC
Net increase in holders
+111
Last quarter 2,530 → now 2,641
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

2,641 funds held BA at the end of 2026Q2, up 111 from the quarter before. That is stronger buying than 97.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $94.0B(YoY +24.8%), the P/E is 67.7x, return on equity is 39.9%. BA has had 30 buying rushes in its history, and the price moved +6.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1007 2013Q4: holders=1118 2014Q1: holders=1119 2014Q2: holders=1140 2014Q3: holders=1112 2014Q4: holders=1207 2015Q1: holders=1283 2015Q2: holders=1262 2015Q3: holders=1272 2015Q4: holders=1329 2016Q1: holders=1284 2016Q2: holders=1260 2016Q3: holders=1249 2016Q4: holders=1429 2017Q1: holders=1514 2017Q2: holders=1549 2017Q3: holders=1652 2017Q4: holders=1844 2018Q1: holders=1884 2018Q2: holders=1926 2018Q3: holders=1927 2018Q4: holders=2053 2019Q1: holders=2124 2019Q2: holders=2099 2019Q3: holders=2066 2019Q4: holders=2178 2020Q1: holders=1769 2020Q2: holders=1808 2020Q3: holders=1743 2020Q4: holders=2038 2021Q1: holders=2117 2021Q2: holders=2115 2021Q3: holders=2055 2021Q4: holders=2188 2022Q1: holders=2158 2022Q2: holders=1902 2022Q3: holders=1830 2022Q4: holders=2131 2023Q1: holders=2197 2023Q2: holders=2231 2023Q3: holders=2196 2023Q4: holders=2490 2024Q1: holders=2197 2024Q2: holders=2082 2024Q3: holders=1964 2024Q4: holders=2189 2025Q1: holders=2130 2025Q2: holders=2327 2025Q3: holders=2382 2025Q4: holders=2548 2026Q1: holders=2530 2026Q2: holders=2641 -409 -204.5 +0 +204.5 +409 90618402774 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q4 Top 5% -4.9% -8.0%
2025Q3 Top 5% +21.8% +15.8%
2025Q2 Top 1% in the market -16.3% +2.8%
2024Q4 Top 1% in the market +11.6% +26.0%
2023Q4 Top 1% in the market -9.3% -11.9%
2023Q2 Top 5% -9.8% -10.7%
2023Q1 Top 1% in the market +8.5% +0.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
354
Change in large funds
+50
Total value they hold
$129.7B
Funds buying for the first time
268
Funds that sold out entirely
157
Price change that quarter
+2.4%
Funds holding puts (bearish)
61
Funds holding calls (bullish)
70

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
67.7
EPS (TTM)
$2.78
EPS YoY
—
Revenue (TTM)
$94.0B
Revenue YoY
+24.8%
Net margin
2.6%
ROE
39.9%
Debt ratio
96.3%
FCF (TTM)
-$210M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS -5.49 2022-12-31: EPS -1.07 2023-03-31: EPS -0.69 2023-06-30: EPS -0.25 2023-09-30: EPS -2.70 2023-12-31: EPS -0.03 2024-03-31: EPS -0.56 2024-06-30: EPS -2.33 2024-09-30: EPS -9.97 2024-12-31: EPS -5.50 2025-03-31: EPS -0.16 2025-06-30: EPS -0.92 2025-09-30: EPS -7.14 2025-12-31: EPS 10.70 2026-03-31: EPS -0.11 2026-06-30: EPS -0.67 0B 14.2B 28.3B $B -10.97 0.40 11.77 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
75 89 103 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-5.6B-559M4.5B 20162017201820192020202120222023202420252026
Latest quarter $-1.5B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.