Senator Investment Group LP: BOEING CO (BA): Quarterly 13F Position History
As of Q1 2026, Senator Investment Group LP reported 441,000 shares of BOEING CO (BA), worth $87.8M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 413,500 (+1503.6%) . The position first appeared in Q3 2017 and has been disclosed across 35 13F-HR filings in Pactolio's tracked window.
- 441,000Shares Held (Latest Filing)
- $87.8MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- +413,500Quarter-over-Quarter Share Change
- +$81.8MQuarter-over-Quarter Value Change
- 850,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 35 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 441,000 | +413,500 | +1503.6% | $87.8M | 4.0% | $199.0 |
| Q4 2025 | 27,500 | 160,000 | -85.3% | $6.0M | 0.2% | $217.1 |
| Q3 2025 | 187,500 | +187,500 | — | $40.5M | 1.5% | $215.8 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 222,639 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 222,639 | +57,539 | +34.9% | $43.0M | 2.0% | $193.0 |
| Q4 2023 | 165,100 | +165,100 | — | $43.0M | 1.8% | $260.7 |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 125,000 | -100.0% | $0 | 0.0% | — |
| Q4 2019 | 125,000 | 125,000 | -50.0% | $40.7M | 1.1% | $325.8 |
| Q3 2019 | 250,000 | 150,000 | -37.5% | $95.1M | 2.4% | $380.5 |
| Q2 2019 | 400,000 | 150,000 | -27.3% | $145.6M | 2.7% | $364.0 |
| Q1 2019 | 550,000 | 25,000 | -4.3% | $209.8M | 4.7% | $381.4 |
| Q4 2018 | 575,000 | 275,000 | -32.4% | $185.4M | 5.2% | $322.5 |
| Q3 2018 | 850,000 | 0 | — | $316.1M | 4.1% | $371.9 |
| Q2 2018 | 850,000 | +220,000 | +34.9% | $285.2M | 2.8% | $335.5 |
| Q1 2018 | 630,000 | 45,000 | -6.7% | $206.6M | 2.5% | $327.9 |
| Q4 2017 | 675,000 | +445,000 | +193.5% | $199.1M | 2.1% | $294.9 |
| Q3 2017 | 230,000 | — | — | $58.5M | 0.8% | $254.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Senator Investment Group LP first disclose a BA position in 13F-HR filings?
Senator Investment Group LP first reported BOEING CO (BA) on its 13F-HR filing for the period ending 2017-09-30 (Q3 2017). The position has appeared on 35 reported quarters within Pactolio's tracked window.
What was Senator Investment Group LP's most recent quarter-over-quarter share-count change in BA?
Between Q4 2025 and Q1 2026, Senator Investment Group LP added 413,500 shares of BA (+1503.6%), bringing the total reported position to 441,000 shares at a market value of $87.8M.
Does the implied price-per-share represent Senator Investment Group LP's cost basis in BA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.