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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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Sector · Industrials

Industrials flow & holdings

Aggregated institutional positions, insider trades, and U.S. Congress disclosures across 392 tickers.

Tickers
392
Combined value
$451.45B
Insider net (30d)
−$279.1M
Congress trades (30d)
6

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • GE$4.92B
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Renaissance Technologies+8
    GENERAL ELECTRIC CO
  • RTX$3.52B
    Norges Bank (Norway SWF)Ken Fisher (Fisher Asset Mgmt)Steve Cohen (Point72)+6
    RAYTHEON TECHNOLOGIES CORP
  • DE$2.64B
    Norges Bank (Norway SWF)Bill Nygren (Harris / Oakmark)Wellington Management+8
    DEERE & CO
  • NOC$2.58B
    Norges Bank (Norway SWF)D.E. Shaw & Co.Izzy Englander (Millennium Mgmt)+11
    NORTHROP GRUMMAN CORP
  • UNP$2.58B
    Norges Bank (Norway SWF)Bill Nygren (Harris / Oakmark)Daniel Loeb (Third Point)+7
    UNION PAC CORP
  • GEV$2.57B
    Norges Bank (Norway SWF)D.E. Shaw & Co.Paul Tudor Jones (Tudor Investment)+5
    GE VERNOVA LLC
  • AXON$2.41B
    Baillie Gifford & CoWellington ManagementNorges Bank (Norway SWF)+10
    AXON ENTERPRISE INC
  • PH$2.25B
    Norges Bank (Norway SWF)Steve Cohen (Point72)Izzy Englander (Millennium Mgmt)+5
    PARKER-HANNIFIN CORP
Most sold
Tracked managers trimmed or exited
  • NOC$1.54B
    Wellington ManagementDodge & CoxDaniel Loeb (Third Point)+6
    NORFOLK SOUTHN CORP
  • GEV$1.40B
    Wellington ManagementRenaissance TechnologiesPhilippe Laffont (Coatue)+8
    GE VERNOVA LLC
  • CAT$1.36B
    Wellington ManagementTwo Sigma InvestmentsIzzy Englander (Millennium Mgmt)+6
    CATERPILLAR INC
  • BA$1.35B
    Wellington ManagementD.E. Shaw & Co.Steve Cohen (Point72)+4
    BOEING CO
  • CNI$1.17B
    Chris Hohn (TCI Fund Mgmt)Wellington ManagementTwo Sigma Investments+2
    CANADIAN NATL RY CO
  • UNP$819M
    Wellington ManagementSteve Cohen (Point72)Renaissance Technologies+7
    UNION PAC CORP
  • GE$778M
    Dodge & CoxD.E. Shaw & Co.Wellington Management+5
    GENERAL ELECTRIC CO
  • RTX$697M
    Dodge & CoxIzzy Englander (Millennium Mgmt)Wellington Management+3
    RAYTHEON TECHNOLOGIES CORP

Biggest industrials books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1Howard Marks
Oaktree Capital
$82.94B
11.3%
AERO
2T. Rowe Price
$66.40B
3647.2%
GEDECAT
3Norges Bank
Norway SWF
$58.16B
2136.2%
GERTXGEV
4Wellington Management
$45.34B
1857.9%
PCARHONCAT
5Ken Fisher
Fisher Asset Mgmt
$24.61B
1028.4%
CATRTXCMI
6AQR Capital Management
$22.08B
36011.6%
FIXGEFDX
7Chris Hohn
TCI Fund Mgmt
$19.12B
335.6%
GECPCNI
8Dodge & Cox
$16.89B
179.1%
RTXFDXNOC
9Ken Griffin
Citadel Advisors
$13.55B
3659.2%
NOCUALCMI
10Izzy Englander
Millennium Mgmt
$12.88B
3599.3%
NOCURIBA
11D.E. Shaw & Co.
$12.07B
2939.2%
NOCBEVRSK
12Bill Nygren
Harris / Oakmark
$7.62B
179.7%
EFXDEDAL

Industries in Industrials

All industries →
Airlines
14 tickers$95.43B
Aerospace & Defense
49 tickers$93.81B
Specialty Industrial Machinery
52 tickers$55.27B
Railroads
9 tickers$36.83B
Farm & Heavy Construction Machinery
16 tickers$29.15B
Industrial Distribution
19 tickers$16.79B
Integrated Freight & Logistics
13 tickers$16.54B
Engineering & Construction
33 tickers$15.69B
Building Products & Equipment
23 tickers$14.16B
Waste Management
9 tickers$12.46B
Electrical Equipment & Parts
20 tickers$10.91B
Specialty Business Services
27 tickers$10.60B
Conglomerates
14 tickers$7.93B
Consulting Services
9 tickers$7.27B
Trucking
14 tickers$7.26B
Metal Fabrication
12 tickers$5.44B
Rental & Leasing Services
15 tickers$5.05B
Tools & Accessories
9 tickers$4.15B

Top tickers by combined institutional value

TickerCompanyIndustryValue
AEROGRUPO AEROMEXICO SAB DE CVAirlines$83.10B
GEGENERAL ELECTRIC COAerospace & Defense$33.44B
RTXRAYTHEON TECHNOLOGIES CORPAerospace & Defense$16.11B
CATCATERPILLAR INCFarm & Heavy Construction Machinery$11.81B
NOCNORFOLK SOUTHN CORPRailroads$11.64B
DEDEERE & COFarm & Heavy Construction Machinery$10.65B
GEVGE VERNOVA LLCSpecialty Industrial Machinery$9.43B
UNPUNION PAC CORPRailroads$6.99B
FDXFEDEX CORPIntegrated Freight & Logistics$6.77B
PHPARKER-HANNIFIN CORPSpecialty Industrial Machinery$6.52B
BABOEING COAerospace & Defense$6.09B
HWMHOWMET AEROSPACE INCAerospace & Defense$6.02B

Most insider activity (last 30 days)

TickerCompanyNet (30d)
SMRNUSCALE PWR CORP−$162.9M
RDWREDWIRE CORPORATION−$41.0M
FDXFEDEX CORP−$18.6M
WABWABTEC−$16.4M
BEBLOOM ENERGY CORP−$15.8M
DALDELTA AIR LINES INC DEL−$5.8M
AGXARGAN INC−$5.1M
TDGTRANSDIGM GROUP INC−$5.0M
IRINGERSOLL RAND INC−$2.7M
DCIDONALDSON INC−$1.8M

Most Congressional activity (last 30 days)

TickerCompanyTrades (30d)
AEISADVANCED ENERGY INDS1
WABWABTEC1
MMM3M CO1
CARRCARRIER GLOBAL CORPORATION1
TDGTRANSDIGM GROUP INC1
SAROSTANDARDAERO INC1