HolderBook

RTX CORPORATION (RTX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

178
Reporting holders
$586.0M
Reported value
0.0%
Calls
0.0%
Puts
-3,286
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CACTI ASSET MANAGEMENT LLC$55.9M299,2362.95%26qHELD
AVITY INVESTMENT MANAGEMENT INC.$41.3M222,2602.58%26q-2.9%-$1.2M
MassMutual Private Wealth & Trust, FSB$36.8M197,9680.97%26q-4.8%-$1.8M
Venture Visionary Partners LLC$35.3M190,1180.92%26q+1.7%+$586.1K
EASTERN BANK$32.9M177,3920.50%26q+112.0%+$17.4M
Gradient Investments LLC$32.6M175,4050.47%26q+116.5%+$17.5M
CapWealth Advisors, LLC$28.5M153,5652.15%26qHELD
Douglas Lane & Associates, LLC$26.9M144,6830.36%26q-14.6%-$4.6M
CANANDAIGUA NATIONAL BANK & TRUST CO$16.0M86,4051.39%14q-0.9%-$146.5K
Farther Finance Advisors, LLC$13.9M75,0010.10%16q+6.3%+$822.4K
FIRST FINANCIAL BANK - TRUST DIVISION$12.8M68,8000.92%25q+3.0%+$369.4K
BENEDICT FINANCIAL ADVISORS INC$11.6M62,4252.30%21q-2.0%-$242.5K
Eastover Investment Advisors LLC$9.6M51,4583.71%4qHELD
Valeo Financial Advisors, LLC$9.5M51,1330.20%27qHELD
GAMMA Investing LLC$9.2M49,5820.31%12q+5.5%+$480.3K
YHB Investment Advisors, Inc.$9.0M48,6170.57%26qHELD
DLK Investment Management, LLC$8.5M45,7883.09%12q-23.5%-$2.6M
Avidian Wealth Enterprises, LLC$8.0M43,2220.22%26q-1.3%-$107.1K
SAPIENT CAPITAL LLC$8.0M42,9070.11%12q-56.3%-$10.2M
Iowa State Bank$6.2M33,4331.05%11q-5.0%-$329.3K
CYPRESS ASSET MANAGEMENT INC/TX$5.8M31,0781.14%26q-2.6%-$151.7K
Wedmont Private Capital$5.6M30,5000.13%20q+39.6%+$1.6M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5.3M28,6240.06%26q-2.1%-$115.8K
Pacifica Partners Inc.$4.9M26,4321.47%3q-1.3%-$62.0K
Werlinich Asset Management, LLC$4.8M25,9141.86%23qHELD
S.E.E.D. Planning Group LLC$4.4M23,4451.07%26q+2.1%+$91.5K
Bangor Savings Bank$3.9M20,8110.29%26q-4.3%-$174.0K
ROCKLAND TRUST CO$3.8M20,3300.14%25q+0.7%+$26.7K
HF Advisory Group, LLC$3.8M20,2021.12%16q-2.5%-$94.7K
Stonebridge Financial Group, LLC$3.7M19,8960.27%8q-0.6%-$23.2K
Central Pacific Bank - Trust Division$3.6M19,4050.38%11q-11.2%-$456.5K
Apella Capital, LLC$3.4M18,9310.04%25q+13.6%+$408.1K
MFA WEALTH ADVISORS, LLC$3.2M17,3340.55%2q+0.9%+$27.7K
Norman Fields, Gottscho Capital Management, LLC$3.2M16,9980.96%11qHELD
Bath Savings Trust Co$3.2M16,9970.33%26q-4.5%-$147.6K
Cadent Capital Advisors, LLC$2.8M15,2950.61%15qHELD
CoreCap Advisors, LLC$2.7M14,6080.08%9q-0.9%-$25.4K
Coastline Trust Co$2.7M14,4670.25%9q-10.5%-$314.7K
Emprise Bank$2.7M14,3291.02%11q-0.7%-$20.1K
Everhart Financial Group, Inc.$2.5M13,6760.16%12q+2.4%+$60.3K
AMERICAN NATIONAL BANK & TRUST$2.5M13,4880.23%20q+5.3%+$126.2K
ATWOOD & PALMER INC$2.4M13,1430.13%26q-1.5%-$37.1K
Wealth Enhancement Trust Services, Inc.$2.4M13,1280.26%4q-53.6%-$2.8M
Whalen Wealth Management Inc.$2.4M13,0861.04%4q+10.0%+$220.6K
DAVIDSON TRUST CO$2.1M11,1870.82%26q-18.5%-$471.6K
CHAPIN DAVIS, INC.$2.0M10,9000.39%16qHELD
Greenfield Savings Bank$1.9M10,0930.71%16qHELD
VISTA INVESTMENT PARTNERS LLC$1.8M9,8660.48%12qHELD
Atlas Brown,Inc.$1.8M9,7290.48%27qHELD
ALKEME WEALTH, LLC$1.8M9,4500.66%26q+1.7%+$28.6K
RFG - Bristol Wealth Advisors, LLC$1.7M9,3850.41%8q+2.5%+$43.1K
Boltwood Capital Management$1.7M9,3530.39%25q+6.1%+$100.1K
MOODY NATIONAL BANK TRUST DIVISION$1.7M9,2110.14%25q-4.4%-$79.1K
Applied Capital LLC/FL$1.6M8,4950.63%16qHELD
Grove Bank & Trust$1.6M8,3910.15%21qHELD
SACKS & ASSOCIATES, LLC$1.6M8,3701.08%4qHELD
Versant Capital Management, Inc$1.5M8,2710.13%26q+11.0%+$151.7K
Roxbury Financial LLC$1.5M8,1491.16%8q-1.1%-$17.5K
PARK NATIONAL CORP /OH/$1.5M8,1480.04%26q+2.5%+$36.8K
Bank of New Hampshire$1.5M8,0710.32%22qHELD
Acropolis Investment Management, LLC$1.5M8,0680.06%23q-52.3%-$1.6M
FIRST COMMUNITY TRUST NA$1.5M8,0330.50%20q+30.3%+$347.2K
Legacy Private Trust Co.$1.5M7,8490.08%8qHELD
ARMSTRONG ADVISORY GROUP, INC$1.4M7,5060.08%16q+35.9%+$368.1K
Successful Portfolios LLC$1.4M7,3800.63%26qHELD
Cooper Financial Group$1.3M7,0450.10%6q-40.0%-$871.7K
Vann Equity Management LLC$1.3M6,9120.76%3q-0.9%-$12.1K
Hummer Financial Advisory Services Inc$1.3M6,8440.83%7q-5.8%-$78.9K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$1.2M6,5170.87%4q+17.3%+$178.4K
Wealth Science Advisors LLC$1.2M6,4950.51%4q-4.2%-$52.9K
Adelphi Trust Co$1.1M6,0930.74%4q+0.6%+$6.3K
ECLECTIC ASSOCIATES INC /ADV$1.1M5,8590.12%19q+1.5%+$15.8K
Persium Advisors, LLC$1.1M5,6620.55%8q-47.9%-$965.8K
TILIA FIDUCIARY PARTNERS, INC.$1.0M5,5540.24%20q+100.1%+$515.7K
ANB BANK$1.0M5,4390.36%8q-7.3%-$79.5K
Legacy Wealth Asset Management, LLC$990.8K5,3370.22%24q-4.5%-$47.2K
STABLEFORD CAPITAL II LLC$987.1K5,3170.34%14q+1.5%+$14.5K
Breakwater Capital Group$941.6K5,0720.11%16qHELD
Oak Grove Capital LLC$932.9K5,0250.04%14qHELD
Trinity Financial Advisors LLC$932.1K5,0210.24%17qHELD
Weaver Consulting Group$903.9K4,8690.18%27q+2.8%+$24.7K
Galvin, Gaustad & Stein, LLC$900.4K4,8500.07%24q-1.6%-$15.0K
Olistico Wealth, LLC$900.0K4,8480.38%16qHELD
ACIMA PRIVATE WEALTH, LLC$871.4K4,6940.25%27qHELD
Canandaigua National Trust Co of Florida$850.6K4,5820.47%8q+3.2%+$26.7K
TITLEIST ASSET MANAGEMENT, LLC$830.0K4,4710.05%11qHELD
GILPIN WEALTH MANAGEMENT, LLC$815.9K4,3950.55%4q-3.8%-$32.1K
Sunburst Financial Group, LLC$808.8K4,3570.13%26qHELD
Allen Mooney & Barnes Investment Advisors LLC$800.3K4,3110.12%19qHELD
Bullock Wealth Management Group$776.0K4,1940.32%11q+1.9%+$14.2K
PRIVATE CLIENT SERVICES, LLC$747.5K4,0270.20%11q-5.1%-$40.5K
General Partner, Inc.$743.5K4,0050.40%16q-9.1%-$74.3K
TOMPKINS FINANCIAL CORP$740.6K3,9890.05%25q-0.7%-$5.6K
First Citizens Financial Corp$707.1K3,8090.30%23q+7.9%+$51.6K
Bill Few Associates, Inc.$668.9K3,6030.14%20q-2.0%-$13.4K
BAKER TILLY WEALTH MANAGEMENT, LLC$595.1K3,2050.12%24q-35.9%-$333.8K
Exchange Bank$587.4K3,1640.36%14qHELD
Rosenberg Matthew Hamilton$586.8K3,1610.11%26q+1.6%+$9.5K
FELL CAPITAL MANAGEMENT /ADV$580.2K3,1250.50%4qHELD
RIVERSEDGE ADVISORS, LLC$572.5K3,0840.07%3q+53.1%+$198.5K

Showing the largest 100 of 187 reported holders.

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-152026-09-15Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-18Maharajh RamsaranEVP and General CounselSold13,655$3.1M
2026-07-24Brunk Troy DPresident, Collins AerospaceSold8,557$1.8M ×2
2026-07-24DaSilva Kevin GSenior VP and TreasurerSold4,760$1.0M
2026-07-27Atkinson Tracy ADirectorSold2,295$500.4K
2026-07-28DaSilva Kevin GSenior VP and TreasurerSold2,250$488.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 2026178$586.0M3,155,116456570.0%
Q2 20263,464$231.0B1,197,809,3411851,3171,1221.6%
Q1 20263,455$210.8B1,073,981,1802351,1801,1871.9%
Q4 20253,379$263.1B1,137,486,2402151,0251,1081.4%
Q3 20253,107$185.9B1,090,431,2522409891,0561.9%
Q2 20253,008$165.2B1,106,025,2522139911,0422.0%
Q1 20252,935$147.6B1,095,653,5642449321,0351.8%
Q4 20242,835$129.7B1,087,153,5321149208673.0%
Q3 20242,715$136.2B1,094,338,5482527859402.7%
Q2 20242,549$116.4B1,122,155,3251758099593.2%
Q1 20242,512$124.9B1,220,860,1962138738814.7%
Q4 20232,437$108.5B1,228,860,0381807719424.7%
Q3 20232,297$85.3B1,155,453,4931408458962.4%
Q2 20232,473$117.1B1,173,973,5251278338931.8%
Q1 20232,429$117.9B1,191,543,7571468987461.4%
Q4 20222,428$123.0B1,201,702,7552098546821.5%
Q3 20222,227$97.6B1,177,295,7761188127441.3%
Q2 20222,298$115.7B1,190,410,7361258697261.2%
Q1 20222,309$119.8B1,193,706,6702248047581.3%
Q4 20212,203$104.2B1,186,260,6891117556791.9%
Q3 20212,057$104.4B1,190,895,4841007266841.8%
Q2 20212,082$104.4B1,202,180,9871267427431.7%
Q1 20212,077$95.2B1,203,492,7711687917422.4%
Q4 20202,021$87.4B1,184,537,4621706347702.9%
Q3 20201,851$68.5B1,161,596,7001886427742.4%
Q2 20201,849$73.0B1,161,664,3961,73994131.9%
Q1 2020126$3.9B41,894,309116320.0%
Q4 20198$6.1M51,5160200.0%
Q3 20197$5.6M56,3542110.0%
Q2 20196$4.6M43,6030200.0%
Q1 20195$4.5M43,0701020.0%
Q4 20183$1.8M17,1890210.0%