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DaveManuel.com · Institutional Ownership · Who Owns It

APPLIED AEROSPACE & DEFENSE (AADX)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

94
Reporting holders
$913.7M
Reported value
23.2%
Of shares outstanding
0.3%
Calls
0.1%
Puts
+94
Holder change

Institutions report 39,949,970 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.

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
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
T. Rowe Price Investment Management, Inc.$46.6M2,045,0380.03%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$20.5M
incl. $205.0K options CALL
889,5000.00%newNEW
LORD, ABBETT & CO. LLC$20.4M897,2380.06%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
First Eagle Investment Management, LLC$5.7M250,0000.00%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.$5.1M225,0000.01%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
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$2.1M CALLoptions only0.00%newOPTIONS
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M
incl. $1.3M options CALL+PUT
12,4780.00%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$189.9K
incl. $4.6K options CALL
8,1360.00%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
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
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
GROUP ONE TRADING LLC$2.3K CALLoptions only0.00%newOPTIONS
FIFTH THIRD BANCORP$768340.00%newNEW
Quarry LP$2310.00%newNEW

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
2026-08-102026-08-07Directors 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
2026-06-04Katzman James CDirectorBought25,000$500.0K
2026-06-04McRae Jeffrey L.Chief Financial OfficerBought25,000$500.0K
2026-06-04Lynch Susan DDirectorBought8,000$160.0K

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 202621$35.4M2,939,66317210.0%
Q2 202694$913.7M39,949,97094000.4%