Industry deep-dive

Aerospace & Defense

Every super-investor and insider move tracked across 50 tickers in this industry.

Tickers

Combined value

$10.03T

Insider net (30d)

−$47.2M

Congress trades (30d)

Sector consensus moves

Latest 13F · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Chris Hohn TCI Fund Mgmt	$14.63B	1	27.3%	GE
2	Norges Bank Norway SWF	$12.63B	24	1.4%	GE RTX HWM
3	Ken Griffin Citadel Advisors	$8.70B	50	1.3%	BA GE RKLB
4	Dodge & Cox	$8.49B	3	4.6%	RTX GE LMT
5	Wellington Management	$7.88B	26	1.4%	NOC GE LHX
6	Ken Fisher Fisher Asset Mgmt	$5.69B	21	1.9%	RTX BA HEI
7	AQR Capital Management	$4.62B	42	2.4%	GE GD LMT
8	D.E. Shaw & Co.	$3.61B	38	2.0%	BA LMT RKLB
9	Izzy Englander Millennium Mgmt	$2.79B	46	1.2%	BA GE RTX
10	Baillie Gifford & Co	$2.50B	6	2.1%	RKLB AXON AVAV
11	David Abrams Abrams Capital	$2.18B	1	38.4%	LOAR
12	Steve Cohen Point72	$1.46B	34	1.6%	TDG LMT RTX

#	Ticker	Company	Value
1	RTX	RAYTHEON TECHNOLOGIES CORP	$3.20T
2	GE	GENERAL ELECTRIC CO	$1.46T
3	GD	GENERAL DYNAMICS CORP	$1.25T
4	LHX	L3HARRIS TECHNOLOGIES INC	$850.79B
5	TDG	TRANSDIGM GROUP INC	$569.45B
6	BA	BOEING CO	$529.35B
7	LMT	LOCKHEED MARTIN CORP	$337.51B
8	HWM	HOWMET AEROSPACE INC	$261.24B
9	NOC	NORTHROP GRUMMAN CORP	$240.06B
10	AXON	AXON ENTERPRISE INC	$213.23B
11	CW	CURTISS WRIGHT CORP	$152.36B
12	CAE	CAE INC	$149.01B
13	WWD	WOODWARD INC	$146.02B
14	HEI	HEICO CORP NEW	$97.15B
15	HXL	HEXCEL CORP NEW	$95.64B
16	TXT	TEXTRON INC	$90.64B
17	MRCY	MERCURY SYS INC	$74.48B
18	AVAV	AEROVIRONMENT INC	$54.23B
19	KTOS	KRATOS DEFENSE & SEC SOLUTIO	$49.25B
20	HII	HUNTINGTON INGALLS INDS INC	$39.32B
21	BWXT	BWX TECHNOLOGIES INC	$37.73B
22	AIR	AAR CORP	$37.00B
23	RGR	STURM RUGER & CO INC	$29.81B
24	LOAR	LOAR HOLDINGS INC	$18.81B