BA · NYSE · CIK 0000012927
The Boeing Company
The Boeing Company holds 1 disclosed position, 1 of them carrying a sourced value.
Share price
BA
Equity stakes The Boeing Company holds in other companies.
modelled, reported or pending
Select a row or a slice for its provenance: the filing it came from, when it was measured, and the arithmetic behind it if it was modelled.
The full register, from 13F filings
The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 2,500 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.
2,500 managers reported a position, together holding 694.4m shares, or 87.9% of the company. The 40 largest are listed.
Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.
What a reader needs to know to read these numbers
- Boeing does not file Form 13F. Its EDGAR submissions JSON for CIK 0000012927 (checked 17 August 2026) contains no 13F-HR or 13F-NT of any vintage, consistent with Boeing not acting as an institutional investment manager.
- United Launch Alliance (ULA) is Boeing's only named, currently disclosed equity method investment. Boeing's Q2 FY2026 10-Q (period ended 30 June 2026, filed 28 July 2026) breaks out 'Equity method investments - United Launch Alliance' as its own line within Short-term and other investments: $585 million at 30 June 2026, $556 million at 31 December 2025. The FY2025 10-K (period ended 31 December 2025, filed 30 January 2026) Note 14 gives the same $556 million balance with an explicit '50%' ownership percentage attributed to the BDS segment, and $557 million at 31 December 2024. The two filings' $556 million figures for the same date agree.
- No sale of ULA has closed. Boeing's 10-Q states only that ULA's Vulcan rocket experienced a launch anomaly in Q1 2026 that paused further Vulcan launches pending root cause analysis, which is negatively affecting ULA's financial performance; the 10-Q does not mention a sale, divestiture or strategic review of ULA. Contemporaneous press reporting (Reuters via MSN, Caliber.Az, New Space Economy, all accessed 17 August 2026) describes discussions earlier in 2026 about a possible sale of ULA to Sierra Space at an implied value of roughly $2 billion to $3 billion, but no source found confirms a definitive agreement, and Bloomberg reported on 5 August 2026 that ULA was instead tapping the private bond market, which reads as inconsistent with an imminent ownership change. Because no agreement has been announced, this is recorded as an ongoing filed holding (basis filed_10q), not as basis announced_transaction.
- Boeing's equity method investments also include a combined 'Other' balance spanning multiple segments (BCA, BDS, BGS and Other): $486 million at 30 June 2026 and $441 million at 31 December 2025 per the 10-Q, $441 million and $391 million at 31 December 2025 and 2024 per the 10-K. Neither filing names the individual investees making up this balance, so per the brief's instruction it is not recorded as a sized holding for any named company. No named investee for this balance was identified.
- The FY2025 10-K's purchase price allocation confirms Spirit AeroSystems Holdings, Inc. became a wholly owned subsidiary on 8 December 2025 (Spirit Acquisition, ~$4.7 billion of Boeing shares exchanged for all outstanding Spirit shares) and is therefore excluded from holdings as a wholly owned operating subsidiary, not a minority stake.
- No mention of Wisk Aero, Boeing HorizonX, or any Embraer joint venture or commercial-aviation combination was found anywhere in the full text of the FY2025 10-K. The historical Boeing-Embraer combination did not complete (a matter of public record predating this filing) and current filings support no live Embraer relationship, consistent with the brief.
- Boeing sold its Digital Aviation Solutions business (Jeppesen, ForeFlight and related units) for $10.55 billion in an all-cash transaction; this is a divestiture of a former Boeing business, not an acquired holding, and is excluded.
- Boeing's own retirement and savings plan assets are held in the Boeing Company Employee Retirement Plans Master Trust and the Boeing Company Employee Savings Plans Master Trust. Boeing's 2026 proxy states BlackRock affiliates provide investment management and analytics services to both trusts. Neither trust files its own Form 13F; the underlying assets are reported, if at all, inside the 13F of whichever external manager (for example BlackRock or Northern Trust) manages them. These are pension and employee-benefit assets held for beneficiaries, excluded from holdings per the brief, and are not a separate Boeing 13F filer.
- Boeing issued a large amount of new equity in the Spirit AeroSystems all-stock acquisition (completed 8 December 2025) and in the Mandatory Convertible Preferred Stock program (Depositary Shares, ticker BA-PRA, convertible into common stock). To avoid mixing a pre-issuance share count with post-issuance institutional holdings, every register percentage here is computed against the single current denominator of 790,370,020 shares, the common shares outstanding stated on the cover of the 30 June 2026 Form 10-Q as of 21 July 2026, rather than against each 13F filer's own historical share count.
- 13F rows for BlackRock, State Street, Geode, FMR, Morgan Stanley, JPMorgan, Invesco, Bank of America and Wellington are all for the quarter ended 30 June 2026 (filed in August 2026). Vanguard filed Form 13F-NT (notice) rather than 13F-HR for the quarters ended 31 March 2026 and 30 June 2026 under CIK 0000102909, so its most recent 13F-HR is for the quarter ended 31 December 2025; its holding is therefore about two quarters staler than the others and is flagged here rather than silently treated as current.
- The Boeing common stock CUSIP is 097023105. Several 13F filers (BlackRock, State Street, FMR, Morgan Stanley, Invesco, Bank of America, Wellington, JPMorgan) also hold the Depositary Shares representing the 6.00% Series A Mandatory Convertible Preferred Stock (CUSIP 097023204) and, in JPMorgan's case, listed options (CUSIP 097023905 and 097023955). These are derivative or separate-class positions and were excluded from every share total above per the filing.py 13f tool's own derivative screen.
- The 2026 proxy's 5-percent-owner table reports Vanguard at 70,989,325 shares (9.0 percent), FMR at 54,979,044 shares (7.0 percent) and BlackRock at 52,979,795 shares (6.8 percent), all sourced to the holders' own prior Schedule 13G filings and referenced against 784,669,191 shares outstanding as of 31 December 2025. These are consistent in direction with, but not identical to, the 13F-sourced figures used in the register above; the register uses each manager's own most recent Form 13F-HR as the more current and more granular source, per the brief's stated preference for 13F over other sources for listed holdings.
- Robert K. Ortberg's and the insider group's beneficial-ownership figures include unvested-but-includable stock units per the proxy's own methodology; they are not open-market common shares in the same sense as the institutional 13F rows, but are recorded as reported by the filing.
- No em dashes are used in any text field per the brief.
Looked for, not found
Recorded rather than filled in. Each of these is a place where a number could have been invented and was not.
- Whether the reported Sierra Space discussions for a ULA sale are still active, lapsed, or superseded, and any agreed price or ownership split. Searched Boeing's Q2 FY2026 10-Q and news coverage current to 17 August 2026 (Reuters/MSN, Caliber.Az, New Space Economy, Bloomberg); no definitive agreement or termination was reported anywhere found.
- The identity of the investees inside the combined 'Other' equity method investments balance ($486 million at 30 June 2026, $441 million at 31 December 2025). Neither the 10-Q nor the 10-K breaks this out by counterparty or names any constituent joint venture.
- Boeing's Q3 FY2026 Form 10-Q, covering the quarter ending on or about 30 September 2026, was not yet filed as of 17 August 2026 per the EDGAR submissions feed for CIK 0000012927. Any change in the ULA carrying value or a completed ULA transaction during that quarter would not yet be visible.
- Full beneficial ownership figures for Boeing directors and named executive officers beyond CEO Robert K. Ortberg (for example Brian J. West, Stephanie F. Pope, Jeffrey S. Shockey) were seen in the proxy table but not individually recorded here as separate register rows; only the CEO and the all-officers-and-directors aggregate were included given the time budget. All are far below 1 percent individually per the proxy.
- Sovereign wealth fund or foreign strategic holders (for example Norges Bank) were not checked for Boeing; Norges Bank does not file Form 13F, so any position would require a different source not pursued within the time budget.
- T. Rowe Price, Capital Research/Capital Group and Norway's Norges Bank Investment Management were not checked against Boeing; the correct current 13F filer CIKs were not identified within the time budget, matching a gap noted in the Broadcom research for the same set of managers.
