APPLIED AEROSPACE & DEFENSE (AADX) Institutional Shareholders
APPLIED AEROSPACE & DEFENSE (AADX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $876.93M in AADX holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of AADX tracked by InsiderSet, reporting ownership valued at approximately $75.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.47M, representing an estimated loss of -43.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed AADX value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Temasek Holdings (Private) Ltd, Massachusetts Financial Services Co, and several other long-term asset managers with concentrated positions in APPLIED AEROSPACE & DEFENSE (AADX).
This page ranks the largest institutional AADX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$876.93M
Largest Holder
Alliancebernstein L.P.
Largest Position
$75.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.03% | 3,328,618 | $75,825,918 | $42,473,166 | -$33,352,752 | -43.99% | |
| Temasek Holdings (Private) Ltd | 0.20% | 3,250,000 | $74,035,000 | $41,470,000 | -$32,565,000 | -43.99% | |
| Massachusetts Financial Services Co | 0.02% | 2,342,565 | $55,102,438 | $29,891,129 | -$25,211,309 | -45.75% | |
| Bamco Inc | 0.07% | 2,173,823 | $49,519,688 | $27,737,981 | -$21,781,707 | -43.99% | |
| T. Rowe Price Investment Management, Inc. | 0.03% | 2,045,038 | $46,586,000 | $26,094,685 | -$20,491,315 | -43.99% | |
| Blackrock, Inc. | 0.00% | 1,924,999 | $43,851,478 | $24,562,987 | -$19,288,491 | -43.99% | |
| American Century Companies Inc | 0.02% | 1,741,639 | $39,674,582 | $22,223,314 | -$17,451,268 | -43.99% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,273,937 | $29,020,285 | $16,255,436 | -$12,764,849 | -43.99% | |
| Norges Bank | 0.00% | 1,250,000 | $28,475,000 | $15,950,000 | -$12,525,000 | -43.99% | |
| Driehaus Capital Management Llc | 0.16% | 1,227,730 | $27,967,689 | $15,665,835 | -$12,301,854 | -43.99% | |
| Ophir Asset Management Pty Ltd | 2.24% | 1,197,165 | $27,271,419 | $15,275,825 | -$11,995,594 | -43.99% | |
| Vanguard Capital Management Llc | 0.00% | 1,185,115 | $26,996,920 | $15,122,067 | -$11,874,853 | -43.99% | |
| Federated Hermes, Inc. | 0.03% | 1,003,300 | $22,855,174 | $12,802,108 | -$10,053,066 | -43.99% | |
| Capital World Investors | 0.00% | 1,000,000 | $22,780,000 | $12,760,000 | -$10,020,000 | -43.99% | |
| Lord, Abbett & Co. Llc | 0.06% | 897,238 | $20,439,000 | $11,448,757 | -$8,990,243 | -43.99% | |
| Citadel Advisors Llc | 0.01% | 889,500 | $20,262,810 | $11,350,020 | -$8,912,790 | -43.99% | |
| Fmr Llc | 0.00% | 874,314 | $19,916,873 | $11,156,247 | -$8,760,626 | -43.99% | |
| Wcm Investment Management, Llc | 0.03% | 800,000 | $16,584,000 | $10,208,000 | -$6,376,000 | -38.45% | |
| Aventail Capital Group, Lp | 0.95% | 727,863 | $16,580,719 | $9,287,532 | -$7,293,187 | -43.99% | |
| Arrowmark Colorado Holdings Llc | 0.58% | 609,099 | $13,875,275 | $7,772,103 | -$6,103,172 | -43.99% | |
| Chilton Investment Co Inc. | 0.26% | 467,320 | $10,645,550 | $5,963,003 | -$4,682,547 | -43.99% | |
| Goldman Sachs Group Inc | 0.00% | 455,759 | $10,382,190 | $5,815,485 | -$4,566,705 | -43.99% | |
| Ubs Group Ag | 0.00% | 388,391 | $8,847,547 | $4,955,869 | -$3,891,678 | -43.99% | |
| Wellington Management Group Llp | 0.00% | 367,577 | $8,373,404 | $4,690,283 | -$3,683,121 | -43.99% | |
| Point72 Asset Management, L.P. | 0.01% | 353,417 | $8,050,839 | $4,509,601 | -$3,541,238 | -43.99% | |
| Burkehill Global Management, Lp | 0.29% | 350,000 | $7,973,000 | $4,466,000 | -$3,507,000 | -43.99% | |
| Alyeska Investment Group, L.P. | 0.02% | 337,841 | $7,696,018 | $4,310,851 | -$3,385,167 | -43.99% | |
| Harvey Partners, Llc | 0.52% | 329,178 | $7,498,675 | $4,200,311 | -$3,298,364 | -43.99% | |
| Capricorn Fund Managers Ltd | 0.56% | 310,000 | $7,061,800 | $3,955,600 | -$3,106,200 | -43.99% | |
| Hiddenite Capital Partners Lp | 1.74% | 310,000 | $7,061,800 | $3,955,600 | -$3,106,200 | -43.99% | |
| Seven Grand Managers, Llc | 0.28% | 300,000 | $6,834,000 | $3,828,000 | -$3,006,000 | -43.99% | |
| Millennium Management Llc | 0.00% | 277,913 | $6,330,858 | $3,546,170 | -$2,784,688 | -43.99% | |
| Artisan Partners Limited Partnership | 0.01% | 275,717 | $6,280,833 | $3,518,149 | -$2,762,684 | -43.99% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 275,000 | $6,264,500 | $3,509,000 | -$2,755,500 | -43.99% | |
| Roubaix Capital, Llc | 2.09% | 256,240 | $5,837,147 | $3,269,622 | -$2,567,525 | -43.99% | |
| Westerly Capital Management, Llc | 1.05% | 250,000 | $5,695,000 | $3,190,000 | -$2,505,000 | -43.99% | |
| D. E. Shaw & Co., Inc. | 0.00% | 235,000 | $5,353,300 | $2,998,600 | -$2,354,700 | -43.99% | |
| Centerbook Partners Lp | 0.26% | 228,606 | $5,207,645 | $2,917,013 | -$2,290,632 | -43.99% | |
| Blackstone Inc. | 0.02% | 225,000 | $5,125,500 | $2,871,000 | -$2,254,500 | -43.99% | |
| Ghisallo Capital Management Llc | 0.10% | 225,000 | $5,125,500 | $2,871,000 | -$2,254,500 | -43.99% | |
| Davidson Kempner Capital Management Lp | 0.08% | 208,000 | $4,738,240 | $2,654,080 | -$2,084,160 | -43.99% | |
| Lmr Partners Llp | 0.03% | 200,000 | $4,556,000 | $2,552,000 | -$2,004,000 | -43.99% | |
| Hudson Bay Capital Management Lp | 0.02% | 162,464 | $3,700,930 | $2,073,041 | -$1,627,889 | -43.99% | |
| Freestone Grove Partners Lp | 0.02% | 150,000 | $3,417,000 | $1,914,000 | -$1,503,000 | -43.99% | |
| Engle Capital Management, L.P. | 0.92% | 146,787 | $3,343,808 | $1,873,002 | -$1,470,806 | -43.99% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 141,547 | $3,224,441 | $1,806,140 | -$1,418,301 | -43.99% | |
| B. Metzler Seel. Sohn & Co. Ag | 0.03% | 133,626 | $3,044,000 | $1,705,068 | -$1,338,932 | -43.99% | |
| Anson Funds Management Lp | 0.26% | 125,000 | $2,847,500 | $1,595,000 | -$1,252,500 | -43.99% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 125,000 | $2,847,500 | $1,595,000 | -$1,252,500 | -43.99% |
| Tudor Investment Corp Et Al | 0.01% | 123,492 | $2,813,148 | $1,575,758 | -$1,237,390 | -43.99% |
Frequently asked questions about AADX
Who owns the most AADX stock?
The largest holders of AADX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APPLIED AEROSPACE & DEFENSE (AADX).
Is AADX widely held by superinvestors?
Many widely followed stocks like AADX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AADX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.