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BA · NOC 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.
  • BA
  • NOC
010203040202120222023202420252026
Holders and value by quarter
QuarterBANOC
Q3 202020 holders, $5.1bn21 holders, $9.8bn
Q4 202026 holders, $5.8bn26 holders, $9.3bn
Q1 202126 holders, $7.7bn25 holders, $9.2bn
Q2 202125 holders, $7.7bn19 holders, $9.8bn
Q3 202122 holders, $6.5bn16 holders, $9.1bn
Q4 202119 holders, $5.7bn14 holders, $9.3bn
Q1 202223 holders, $6.2bn18 holders, $11.2bn
Q2 202222 holders, $6.1bn14 holders, $12.7bn
Q3 202217 holders, $5.5bn15 holders, $12.4bn
Q4 202224 holders, $10.9bn19 holders, $13.3bn
Q1 202329 holders, $14.1bn25 holders, $10.8bn
Q2 202331 holders, $14.6bn22 holders, $10.5bn
Q3 202332 holders, $13.5bn21 holders, $10.1bn
Q4 202331 holders, $21.1bn20 holders, $10.2bn
Q1 202421 holders, $14.9bn21 holders, $9.8bn
Q2 202420 holders, $16.7bn27 holders, $8.3bn
Q3 202420 holders, $13.9bn28 holders, $10.3bn
Q4 202431 holders, $28.0bn28 holders, $9.2bn
Q1 202530 holders, $26.5bn28 holders, $10.3bn
Q2 202532 holders, $32.3bn18 holders, $9.5bn
Q3 202533 holders, $30.6bn22 holders, $10.4bn
Q4 202534 holders, $29.2bn26 holders, $9.0bn
Q1 202631 holders, $26.7bn22 holders, $15.1bn
Q2 202625 holders, $31.0bn26 holders, $10.3bn
BA

Boeing Co

Holders
34
Reported value
$29.2bn
Buyers
25
Sellers
20

Breadth +5 among 92 comparable managers.

NOC

Northrop Grumman Corp

Holders
26
Reported value
$9.0bn
Buyers
20
Sellers
19

Breadth +1 among 92 comparable managers.

Who holds both, Q4 2025

Among the 41 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.

Back to the 13F Explorer →