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HEI · 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.

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.
  • HEI
  • BA
010203040202120222023202420252026
Holders and value by quarter
QuarterHEIBA
Q3 20207 holders, $273m20 holders, $5.1bn
Q4 20207 holders, $435m26 holders, $5.8bn
Q1 20218 holders, $432m26 holders, $7.7bn
Q2 20218 holders, $479m25 holders, $7.7bn
Q3 20217 holders, $448m22 holders, $6.5bn
Q4 20217 holders, $570m19 holders, $5.7bn
Q1 20226 holders, $571m23 holders, $6.2bn
Q2 20225 holders, $502m22 holders, $6.1bn
Q3 202211 holders, $630m17 holders, $5.5bn
Q4 202214 holders, $775m24 holders, $10.9bn
Q1 202312 holders, $759m29 holders, $14.1bn
Q2 202313 holders, $776m31 holders, $14.6bn
Q3 20237 holders, $626m32 holders, $13.5bn
Q4 20236 holders, $727m31 holders, $21.1bn
Q1 202410 holders, $854m21 holders, $14.9bn
Q2 20247 holders, $1.1bn20 holders, $16.7bn
Q3 20248 holders, $1.3bn20 holders, $13.9bn
Q4 202412 holders, $1.6bn31 holders, $28.0bn
Q1 202513 holders, $1.9bn30 holders, $26.5bn
Q2 202515 holders, $2.7bn32 holders, $32.3bn
Q3 202513 holders, $2.2bn33 holders, $30.6bn
Q4 202516 holders, $2.4bn34 holders, $29.2bn
Q1 202616 holders, $1.4bn31 holders, $26.7bn
Q2 202618 holders, $2.7bn25 holders, $31.0bn
HEI

Heico Corp New

Holders
12
Reported value
$1.6bn
Buyers
9
Sellers
1

Breadth +8 among 94 comparable managers.

BA

Boeing Co

Holders
31
Reported value
$28.0bn
Buyers
27
Sellers
4

Breadth +23 among 94 comparable managers.

Who holds both, Q4 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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