HolderBook

APPLIED AEROSPACE & DEFENSE (AADX)

Institutional ownership reported to the SEC as of Q2 2026, across 1 quarters.

91
Reporting holders
$843.8M
Reported value
21.4%
Of shares outstanding
0.4%
Held as options
+91
Holder change

Institutions report 36,882,694 shares against 172,393,518 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
ALLIANCEBERNSTEIN L.P.$75.8M3,328,6180.03%newNEW
Temasek Holdings (Private) Ltd$74.0M3,250,0000.20%newNEW
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$55.1M2,342,5650.02%newNEW
BAMCO INC /NY/$49.5M2,173,8230.07%newNEW
BlackRock, Inc.$43.9M1,924,9990.00%newNEW
AMERICAN CENTURY COMPANIES INC$39.7M1,741,6390.02%newNEW
Jupiter Topco LLC$30.4M1,332,5740.01%newFIRST
VANGUARD PORTFOLIO MANAGEMENT LLC$29.0M1,273,9370.00%newNEW
NORGES BANK$28.5M1,250,0000.00%newNEW
Driehaus Capital Management LLC$28.0M1,227,7300.16%newNEW
Ophir Asset Management Pty Ltd$27.3M1,197,1652.24%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$27.0M1,185,1150.00%newNEW
FEDERATED HERMES, INC.$22.9M1,003,3000.03%newNEW
Capital World Investors$22.8M1,000,0000.00%newNEW
CITADEL ADVISORS LLC$20.5M889,5000.00%newNEW
FMR LLC$19.9M874,3140.00%newNEW
WCM INVESTMENT MANAGEMENT, LLC$16.6M800,0000.03%newNEW
Aventail Capital Group, LP$16.6M727,8630.95%newNEW
ArrowMark Colorado Holdings LLC$13.9M609,0990.58%newNEW
CHILTON INVESTMENT CO INC.$10.6M467,3200.26%newNEW
GOLDMAN SACHS GROUP INC$10.4M455,7590.00%newNEW
UBS Group AG$8.8M388,3910.00%newNEW
WELLINGTON MANAGEMENT GROUP LLP$8.4M367,5770.00%newNEW
Point72 Asset Management, L.P.$8.1M353,4170.01%newNEW
Burkehill Global Management, LP$8.0M350,0000.29%newNEW
Alyeska Investment Group, L.P.$7.7M337,8410.02%newNEW
Harvey Partners, LLC$7.5M329,1780.51%newNEW
Hiddenite Capital Partners LP$7.1M310,0000.61%newNEW
Capricorn Fund Managers Ltd$7.1M310,0000.56%newNEW
SEVEN GRAND MANAGERS, LLC$6.8M300,0000.28%newNEW
MILLENNIUM MANAGEMENT LLC$6.3M277,9130.00%newNEW
Artisan Partners Limited Partnership$6.3M275,7170.01%newNEW
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.3M275,0000.01%newNEW
Roubaix Capital, LLC$5.8M256,2402.09%newNEW
WESTERLY CAPITAL MANAGEMENT, LLC$5.7M250,0001.05%newNEW
D. E. Shaw & Co., Inc.$5.4M235,0000.00%newNEW
CenterBook Partners LP$5.2M228,6060.26%newNEW
Blackstone Inc.$5.1M225,0000.02%newNEW
Ghisallo Capital Management LLC$5.1M225,0000.10%newNEW
Davidson Kempner Capital Management LP$4.7M208,0000.06%newNEW
LMR Partners LLP$4.6M200,0000.02%newNEW
Hudson Bay Capital Management LP$3.7M162,4640.01%newNEW
Freestone Grove Partners LP$3.4M150,0000.02%newNEW
Engle Capital Management, L.P.$3.3M146,7870.92%newNEW
Universal- Beteiligungs- und Servicegesellschaft mbH$3.2M141,5470.00%newNEW
B. Metzler seel. Sohn & Co. AG$3.0M133,6260.03%newNEW
First Eagle Investment Management, LLC$2.8M125,0000.00%newNEW
Anson Funds Management LP$2.8M125,0000.17%newNEW
TUDOR INVESTMENT CORP ET AL$2.8M123,4920.00%newNEW
Clearline Capital LP$2.7M120,6160.16%newNEW
Zweig-DiMenna Associates LLC$2.5M110,5000.23%newNEW
SOROS FUND MANAGEMENT LLC$2.3M100,0000.03%newNEW
Weiss Asset Management LP$2.3M100,0000.02%newNEW
PEAK6 LLC$2.1Moptions only0.00%newOPTIONS
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M12,4780.00%newNEW
XTX Topco Ltd$1.4M61,1300.02%newNEW
TD Asset Management Inc$1.4M59,5480.00%newNEW
VANGUARD FIDUCIARY TRUST CO$1.4M59,3000.00%newNEW
Squarepoint Ops LLC$1.2M54,0720.00%newNEW
AMERIPRISE FINANCIAL INC$1.1M46,6530.00%newNEW
BANK OF AMERICA CORP /DE/$760.9K33,4040.00%newNEW
READYSTATE ASSET MANAGEMENT LP$752.4K33,0280.03%newNEW
RAYMOND JAMES FINANCIAL INC$650.4K28,5500.00%newNEW
Diametric Capital, LP$555.2K24,3740.06%newNEW
Walleye Capital LLC$546.7K24,0000.00%newNEW
Woodline Partners LP$473.3K20,7750.00%newNEW
TWO SIGMA INVESTMENTS, LP$464.9K20,4100.00%newNEW
OXFORD ASSET MANAGEMENT LLP$455.6K20,0000.22%newNEW
Legal & General Group Plc$450.2K20,0000.00%newNEW
MORGAN STANLEY$366.0K16,0650.00%newNEW
Phoenix Financial Ltd.$277.7K12,1920.00%newNEW
SEI INVESTMENTS CO$211.1K9,2660.00%newNEW
SIMPLEX TRADING, LLC$185.3K8,1360.00%newNEW
ROYAL BANK OF CANADA$117.0K5,1490.00%newNEW
Itau Unibanco Holding S.A.$113.9K5,0000.00%newNEW
Vanguard Global Advisers, LLC$55.8K2,4480.00%newNEW
T. Rowe Price Investment Management, Inc.$46.6K2,045,0380.03%newNEW
Acumen Wealth Advisors, LLC$34.2K1,5000.01%newNEW
OSAIC HOLDINGS, INC.$32.8K1,4400.00%newNEW
JONES FINANCIAL COMPANIES LLLP$30.6K1,4910.00%newNEW
WELLS FARGO & COMPANY/MN$25.4K1,1160.00%newNEW
CITIGROUP INC$24.2K1,0620.00%newNEW
LORD, ABBETT & CO. LLC$20.4K897,2380.06%newNEW
Global Retirement Partners, LLC$17.1K7500.00%newNEW
Tower Research Capital LLC (TRC)$14.6K6400.00%newNEW
FIRST HORIZON CORP$11.2K4920.00%newNEW
Golden State Wealth Management, LLC$6.4K2800.00%newNEW
Larson Financial Group LLC$5.7K2500.00%newNEW
SBI Securities Co., Ltd.$3.9K1730.00%newNEW
ROTHSCHILD INVESTMENT LLC$3.5K1550.00%newNEW
LANARK FINANCIAL, INC.$2.3K1000.00%newNEW
FIFTH THIRD BANCORP$768340.00%newNEW
Quarry LP$2310.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313GAA&D Holdings, LP73.5%

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
Q2 202691$843.8M36,882,69490000.4%