Raytheon Technologies Ord

$RTX
13F holders
3,342
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 3,342 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Envestnet Asset Management Inc.
04
Litman Gregory Wealth Management LLC
05
Second Line Capital, LLC
06
State Farm Mutual Automobile Insurance Co.
07
Banyan Capital Management, Inc.
08
Citizens Financial Group INC
09
Brightline Capital Management, LLC
10
ProShare Advisors LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 3,342 13F holders · Pro →

Smart Money · top-200 alpha cohort

68 holders · Q1 2026
47 Funds Initiate $RTX in Q1: Cohort Expands to 69 Holders

Forty-seven of the top-200 alpha managers filed new $RTX positions for Q1 2026, against zero exits and two trims — a structurally lopsided quarter for Raytheon Technologies. The cohort now stands at 69 holders, up from 22 the prior period. Eastover Investment Advisors initiated at 4.35% and Cacti Asset Management at 3.51%, the two largest opening weights in the cohort.

Among the initiations, Terra Nova Asset Management opened at 2.66%, Barnett & Company at 2.30%, and Legacy Wealth Management at 1.99%. The two trims were meaningful in scale if not in number: Citigroup cut from 2.27% to 0.24% (−2.03pp) and Quad-Cities Investment Group reduced from 2.16% to 0.27% (−1.89pp). Both were existing holders, and both remain in the name.

The cohort's average position weight sits at 0.69%, with a range of effectively 0.00% to 4.35%. That spread reflects a broad distribution rather than concentrated conviction — most of the 47 initiations landed below 0.30%. Elefante Mark B and Vista Investment Partners, the two largest holders by weight from the prior quarter, held near-flat at 3.27% (+0.05pp) and 2.78% (+0.03pp) respectively.

Forty-seven new filers in a single quarter is an unusual volume of simultaneous entry for one name. Whether that reflects index rebalancing mechanics, a common benchmark shift, or something else is not legible from 13F data alone — but the breadth is notable on its face.

01
Cacti Asset Management LLC
3.51% NEW
α +12.7pts
02
Elefante Mark B
3.27% held
α +10.8pts
03
Vista Investment Partners LLC
2.78% held
α +10.8pts
04
Terra Nova Asset Management LLC
2.66% NEW
α +11.1pts
05
Barnett & Company, Inc.
2.30% NEW
α +12.6pts
06
Legacy Wealth Management, LLC / MS
1.99% NEW
α +14.9pts
07
Scopia Capital Management LP
1.78% NEW
α +10.2pts
08
Delta Financial Advisors LLC
1.58% NEW
α +18.1pts
09
D L Carlson Investment Group Inc.
1.48% held
α +17.7pts
10
Kieckhefer Group LLC
1.37% held
α +13.5pts
11
Venture Visionary Partners LLC
1.15% ↑ +1.0pp
α +10.3pts
12
Pittenger & Anderson Inc.
1.13% NEW
α +21.3pts
13
Corsicana & Co.
1.07% held
α +20.0pts
14
ELCO Management Co., LLC
1.02% NEW
α +10.8pts
15
Sharpepoint LLC
1.02% held
α +11.4pts
16
Hummer Financial Advisory Services Inc
0.98% NEW
α +53.0pts
17
Rokos Capital Management LLP
0.97% NEW
α +12.2pts
18
Bolthouse Investments, LLC
0.97% NEW
α +13.6pts
19
Sandler Capital Management
0.97% ↓ 0.9pp
α +12.8pts
20
Cypress Capital Group
0.87% NEW
α +12.6pts
21
ProVise Management Group, LLC
0.84% NEW
α +11.2pts
22
Linscomb Wealth, Inc.
0.67% NEW
α +32.6pts
23
Freemont Management S.A.
0.63% NEW
α +20.1pts
24
Courier Capital LLC
0.61% NEW
α +14.9pts
25
Bradley Foster & Sargent INC
0.54% NEW
α +11.1pts
26
New Age Alpha Advisors, LLC
0.45% NEW
α +10.8pts
27
Fruth Investment Management
0.37% held
α +79.5pts
28
Independent Solutions Wealth Management, LLC
0.36% NEW
α +19.1pts
29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.33% held
α +27.5pts
30
Sulzberger Capital Advisors, Inc.
0.28% NEW
α +15.0pts
31
Nisa Investment Advisors, LLC
0.26% held
α +16.6pts
32
MFA Wealth Services
0.26% NEW
α +16.2pts
33
Citigroup Inc.
0.24% ↓ 2.0pp
α +26.3pts
34
Fiduciary Alliance LLC
0.23% held
α +16.8pts
35
One Plus One Wealth Management, LLC
0.22% held
α +21.1pts
36
Connor, Clark & Lunn Investment Management Ltd.
0.21% NEW
α +12.3pts
37
Fulton Bank, N.a.
0.20% NEW
α +23.8pts
38
Principal Securities, Inc.
0.18% held
α +21.3pts
39
Banco Santander, S.A.
0.18% NEW
α +12.6pts
40
New England Professional Planning Group Inc.
0.17% NEW
α +25.4pts
41
Svb Wealth LLC
0.16% held
α +29.6pts
42
TRUE Private Wealth Advisors
0.16% held
α +23.4pts
43
Erste Asset Management GmbH
0.16% NEW
α +33.4pts
44
Oxford Asset Management LLP
0.14% NEW
α +10.3pts
45
Caption Management, LLC
0.14% NEW
α +15.5pts
46
Choate Investment Advisors
0.13% NEW
α +13.8pts
47
Beverly Hills Private Wealth, LLC
0.13% NEW
α +10.4pts
48
Costello Asset Management, INC
0.10% held
α +14.3pts
49
Shufro Rose & Co. LLC
0.09% ↓ 0.8pp
α +32.3pts
50
GM Advisory Group, LLC
0.08% held
α +16.5pts
51
Oak Grove Capital LLC
0.08% held
α +23.3pts
52
Tributary Capital Management, LLC
0.08% held
α +40.6pts
53
Wellington Management Group LLP
0.07% held
α +10.5pts
54
LM Advisors LLC
0.07% held
α +15.5pts
55
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
56
Johnson Financial Group, Inc.
0.07% held
α +14.7pts
57
RFG Advisory, LLC
0.06% held
α +16.2pts
58
IAM Advisory, LLC
0.06% held
α +49.7pts
59
Quarry LP
0.06% held
α +10.6pts
60
Impact Partnership Wealth, LLC
0.05% held
α +10.3pts
61
Greenwich Wealth Management LLC
0.04% held
α +12.7pts
62
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
63
Level Financial Advisors
0.03% held
α +30.9pts
64
JTC Employer Solutions Trustee Ltd
0.03% held
α +22.6pts
65
Focused Wealth Management, Inc
0.03% held
α +19.2pts
66
Retirement Investment Advisors, Inc.
0.02% held
α +16.2pts
67
Collier Financial
0.01% held
α +14.2pts
68
CV Advisors LLC
0.00% held
α +29.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $RTX in the recent window.

Congress trades · last 90 days

28 disclosures · STOCK Act
House · California · Traded Jan 9
BOUGHT
$1K–$15K
Feb 13STOCK
Senate · Oklahoma · Traded Dec 29
BOUGHT
$15K–$50K
Jan 16STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
House · Texas · Traded Dec 22
BOUGHT
$1K–$15K
Jan 15STOCK
House · Texas · Traded Nov 13
SOLD
$1K–$15K
Dec 11STOCK
House · Washington · Traded Aug 18
SOLD
$1K–$15K
Sep 17STOCK
House · Texas · Traded Aug 14
SOLD
$1K–$15K
Sep 11STOCK
Senate · Arkansas · Traded May 30
BOUGHT
$1K–$15K
Jul 9STOCK
House · Indiana · Traded May 12
SOLD
$15K–$50K
Jun 22STOCK
House · Washington · Traded Apr 11
SOLD
$1K–$15K
May 16STOCK
See full $RTX Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $RTX lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $RTX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:47 UTC.