BAE Systems plc (BAESY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

Conviction-Weighted Ownership

Median weight: 0.15%Avg weight: 0.42%Max: 2.13%High conviction (>1%): 2

Altrius Capital Management

FIRST MERCHANTS

SIT INVESTMENT ASSOCIATES

Henry James International Management

L & S Advisors

CONFLUENCE INVESTMENT MANAGEMENT

RHUMBLINE ADVISERS

Sterling Capital Management

Calydon Capital

SkyView Investment Advisors,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 39 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders34of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.24x

55th percentile

21 buying17 selling

+14

New

-10

Closed

-39,786

Net shares

Ownership Concentration

Top 5: 80.7%Top 10: 97.8%

Altrius Capital Management31.2%

FIRST MERCHANTS23.2%

SIT INVESTMENT ASSOCIATES12.0%

Henry James International Management8.8%

L & S Advisors5.5%

Others (29)19.3%

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Crowding AnalysisCrowded

Holders34of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.24x

55th percentile

21 buying17 selling

+14

New

-10

Closed

-39,786

Net shares

Ownership Concentration

Top 5: 80.7%Top 10: 97.8%

Altrius Capital Management31.2%

FIRST MERCHANTS23.2%

SIT INVESTMENT ASSOCIATES12.0%

Henry James International Management8.8%

L & S Advisors5.5%

Others (29)19.3%

Crowding AnalysisCrowded

Holders34of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.24x

55th percentile

21 buying17 selling

+14

New

-10

Closed

-39,786

Net shares

Ownership Concentration

Top 5: 80.7%Top 10: 97.8%

Altrius Capital Management31.2%

FIRST MERCHANTS23.2%

SIT INVESTMENT ASSOCIATES12.0%

Henry James International Management8.8%

L & S Advisors5.5%

Others (29)19.3%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$38,103

BAESY · +281%

$18,666

S&P 500 · +87%

+$19,438

ahead of the index

Total return (5Y)

+281%

S&P 500

+87%

vs. market

+194%

outperformed

Annualized

30.7%

mkt 13.3%

Volatility

33%

annualized

Beta

-0.30

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BAESYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BAESY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BAESY's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+66%

2025

Worst year

+1%

2024

Worst drawdown

-16%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -16%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 39 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 39 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

We haven't collected financials for BAESY yet, so it can't be scored against its Industrials peers.