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HEI · RTX 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.

HEIRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
  • RTX
0204060202120222023202420252026
Holders and value by quarter
QuarterHEIRTX
Q3 20207 holders, $273m28 holders, $11.8bn
Q4 20207 holders, $435m34 holders, $16.0bn
Q1 20218 holders, $432m26 holders, $16.7bn
Q2 20218 holders, $479m26 holders, $18.6bn
Q3 20217 holders, $448m22 holders, $19.6bn
Q4 20217 holders, $570m25 holders, $20.0bn
Q1 20226 holders, $571m22 holders, $23.5bn
Q2 20225 holders, $502m22 holders, $22.2bn
Q3 202211 holders, $630m24 holders, $18.1bn
Q4 202214 holders, $775m25 holders, $23.0bn
Q1 202312 holders, $759m25 holders, $20.8bn
Q2 202313 holders, $776m26 holders, $19.8bn
Q3 20237 holders, $626m27 holders, $14.7bn
Q4 20236 holders, $727m20 holders, $16.9bn
Q1 202410 holders, $854m24 holders, $20.1bn
Q2 20247 holders, $1.1bn22 holders, $19.5bn
Q3 20248 holders, $1.3bn24 holders, $21.4bn
Q4 202412 holders, $1.6bn33 holders, $20.5bn
Q1 202513 holders, $1.9bn35 holders, $24.3bn
Q2 202515 holders, $2.7bn34 holders, $26.4bn
Q3 202513 holders, $2.2bn33 holders, $30.0bn
Q4 202516 holders, $2.4bn32 holders, $31.8bn
Q1 202616 holders, $1.4bn42 holders, $32.7bn
Q2 202618 holders, $2.7bn40 holders, $32.7bn
HEI

Heico Corp New

Holders
12
Reported value
$1.6bn
Buyers
9
Sellers
1

Breadth +8 among 94 comparable managers.

IndustrialsAerospace and defence
RTX

RTX Corporation

Holders
33
Reported value
$20.5bn
Buyers
22
Sellers
11

Breadth +11 among 94 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q4 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HEI (6)

ARK Investment Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP

Only RTX (27)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Southeastern Asset Management Inc, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 2 more

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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