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DRS · BA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DRSBA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DRS
  • BA
010203040202120222023202420252026
Holders and value by quarter
QuarterDRSBA
Q3 2020none listed holders, n.a.20 holders, $5.1bn
Q4 2020none listed holders, n.a.26 holders, $5.8bn
Q1 2021none listed holders, n.a.26 holders, $7.7bn
Q2 2021none listed holders, n.a.25 holders, $7.7bn
Q3 2021none listed holders, n.a.22 holders, $6.5bn
Q4 2021none listed holders, n.a.19 holders, $5.7bn
Q1 2022none listed holders, n.a.23 holders, $6.2bn
Q2 2022none listed holders, n.a.22 holders, $6.1bn
Q3 2022none listed holders, n.a.17 holders, $5.5bn
Q4 20222 holders, $7.3m24 holders, $10.9bn
Q1 20231 holders, $1.7m29 holders, $14.1bn
Q2 20231 holders, $3.4m31 holders, $14.6bn
Q3 20231 holders, $4.5m32 holders, $13.5bn
Q4 20232 holders, $101m31 holders, $21.1bn
Q1 20242 holders, $98m21 holders, $14.9bn
Q2 20242 holders, $117m20 holders, $16.7bn
Q3 20242 holders, $111m20 holders, $13.9bn
Q4 20243 holders, $118m31 holders, $28.0bn
Q1 20252 holders, $102m30 holders, $26.5bn
Q2 20254 holders, $109m32 holders, $32.3bn
Q3 20254 holders, $109m33 holders, $30.6bn
Q4 20254 holders, $27m34 holders, $29.2bn
Q1 20263 holders, $207m31 holders, $26.7bn
Q2 20263 holders, $242m25 holders, $31.0bn
DRS

Leonardo DRS Inc

Holders
3
Reported value
$118m
Buyers
1
Sellers
2

Breadth -1 among 94 comparable managers.

IndustrialsAerospace and defence
BA

Boeing Co

Holders
31
Reported value
$28.0bn
Buyers
27
Sellers
4

Breadth +23 among 94 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q4 2024

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DRS (2)

First Eagle Investment Management LLC, Quantbot Technologies LP

Only BA (30)

Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, and 5 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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