AADX Institutional Ownership & Shareholders
APPLIED AEROSPACE & DEFENSE (AADX) is currently held by 108 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $814.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $37.05M, representing an estimated loss of -51.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed AADX value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Massachusetts Financial Services Co, Bamco Inc, 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
108
Total Reported Value
$814.94M
Largest Holder
Alliancebernstein L.P.
Largest Position
$75.83M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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 | $37,047,518 | -$38,778,400 | -51.14% | |
| Massachusetts Financial Services Co | 0.02% | 2,342,565 | $55,102,438 | $26,072,748 | -$29,029,690 | -52.68% | |
| Bamco Inc | 0.07% | 2,173,823 | $49,519,688 | $24,194,650 | -$25,325,038 | -51.14% | |
| T. Rowe Price Investment Management, Inc. | 0.03% | 2,045,038 | $46,586,000 | $22,761,273 | -$23,824,727 | -51.14% | |
| Blackrock, Inc. | 0.00% | 1,924,999 | $43,851,478 | $21,425,239 | -$22,426,239 | -51.14% | |
| American Century Companies Inc | 0.02% | 1,741,639 | $39,674,582 | $19,384,442 | -$20,290,140 | -51.14% | |
| Temasek Holdings (Private) Ltd | 0.09% | 2,862,055 | $34,430,522 | $31,854,672 | -$2,575,850 | -7.48% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,273,937 | $29,020,285 | $14,178,919 | -$14,841,366 | -51.14% | |
| Norges Bank | 0.00% | 1,250,000 | $28,475,000 | $13,912,500 | -$14,562,500 | -51.14% | |
| Driehaus Capital Management Llc | 0.16% | 1,227,730 | $27,967,689 | $13,664,635 | -$14,303,054 | -51.14% | |
| Ophir Asset Management Pty Ltd | 2.24% | 1,197,165 | $27,271,419 | $13,324,446 | -$13,946,973 | -51.14% | |
| Vanguard Capital Management Llc | 0.00% | 1,185,115 | $26,996,920 | $13,190,330 | -$13,806,590 | -51.14% | |
| Federated Hermes, Inc. | 0.03% | 1,003,300 | $22,855,174 | $11,166,729 | -$11,688,445 | -51.14% | |
| Capital World Investors | 0.00% | 1,000,000 | $22,780,000 | $11,130,000 | -$11,650,000 | -51.14% | |
| Lord, Abbett & Co. Llc | 0.06% | 897,238 | $20,439,000 | $9,986,259 | -$10,452,741 | -51.14% | |
| Citadel Advisors Llc | 0.01% | 889,500 | $20,262,810 | $9,900,135 | -$10,362,675 | -51.14% | |
| Fmr Llc | 0.00% | 874,314 | $19,916,873 | $9,731,115 | -$10,185,758 | -51.14% | |
| Wcm Investment Management, Llc | 0.03% | 800,000 | $16,584,000 | $8,904,000 | -$7,680,000 | -46.31% | |
| Aventail Capital Group, Lp | 0.95% | 727,863 | $16,580,719 | $8,101,115 | -$8,479,604 | -51.14% | |
| Arrowmark Colorado Holdings Llc | 0.58% | 609,099 | $13,875,275 | $6,779,272 | -$7,096,003 | -51.14% | |
| Chilton Investment Co Inc. | 0.26% | 467,320 | $10,645,550 | $5,201,272 | -$5,444,278 | -51.14% | |
| Goldman Sachs Group Inc | 0.00% | 455,759 | $10,382,190 | $5,072,598 | -$5,309,592 | -51.14% | |
| Ubs Group Ag | 0.00% | 388,391 | $8,847,547 | $4,322,792 | -$4,524,755 | -51.14% | |
| Wellington Management Group Llp | 0.00% | 367,577 | $8,373,404 | $4,091,132 | -$4,282,272 | -51.14% | |
| Point72 Asset Management, L.P. | 0.01% | 353,417 | $8,050,839 | $3,933,531 | -$4,117,308 | -51.14% | |
| Burkehill Global Management, Lp | 0.29% | 350,000 | $7,973,000 | $3,895,500 | -$4,077,500 | -51.14% | |
| Alyeska Investment Group, L.P. | 0.02% | 337,841 | $7,696,018 | $3,760,170 | -$3,935,848 | -51.14% | |
| Harvey Partners, Llc | 0.52% | 329,178 | $7,498,675 | $3,663,751 | -$3,834,924 | -51.14% | |
| Seven Grand Managers, Llc | 0.28% | 300,000 | $6,834,000 | $3,339,000 | -$3,495,000 | -51.14% | |
| Millennium Management Llc | 0.00% | 277,913 | $6,330,858 | $3,093,172 | -$3,237,686 | -51.14% | |
| Artisan Partners Limited Partnership | 0.01% | 275,717 | $6,280,833 | $3,068,730 | -$3,212,103 | -51.14% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 275,000 | $6,264,500 | $3,060,750 | -$3,203,750 | -51.14% | |
| Roubaix Capital, Llc | 2.09% | 256,240 | $5,837,147 | $2,851,951 | -$2,985,196 | -51.14% | |
| Westerly Capital Management, Llc | 1.05% | 250,000 | $5,695,000 | $2,782,500 | -$2,912,500 | -51.14% | |
| D. E. Shaw & Co., Inc. | 0.00% | 235,000 | $5,353,300 | $2,615,550 | -$2,737,750 | -51.14% | |
| Ghisallo Capital Management Llc | 0.10% | 225,000 | $5,125,500 | $2,504,250 | -$2,621,250 | -51.14% | |
| Davidson Kempner Capital Management Lp | 0.08% | 208,000 | $4,738,240 | $2,315,040 | -$2,423,200 | -51.14% | |
| Lmr Partners Llp | 0.03% | 200,000 | $4,556,000 | $2,226,000 | -$2,330,000 | -51.14% | |
| Hudson Bay Capital Management Lp | 0.02% | 162,464 | $3,700,930 | $1,808,224 | -$1,892,706 | -51.14% | |
| Freestone Grove Partners Lp | 0.02% | 150,000 | $3,417,000 | $1,669,500 | -$1,747,500 | -51.14% | |
| Engle Capital Management, L.P. | 0.92% | 146,787 | $3,343,808 | $1,633,739 | -$1,710,069 | -51.14% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 141,547 | $3,224,441 | $1,575,418 | -$1,649,023 | -51.14% | |
| Anson Funds Management Lp | 0.26% | 125,000 | $2,847,500 | $1,391,250 | -$1,456,250 | -51.14% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 125,000 | $2,847,500 | $1,391,250 | -$1,456,250 | -51.14% |
| Tudor Investment Corp Et Al | 0.01% | 123,492 | $2,813,148 | $1,374,466 | -$1,438,682 | -51.14% | |
| Clearline Capital Lp | 0.18% | 120,616 | $2,747,632 | $1,342,456 | -$1,405,176 | -51.14% | |
| Zweig-Dimenna Associates Llc | 0.23% | 110,500 | $2,517,190 | $1,229,865 | -$1,287,325 | -51.14% | |
| Soros Fund Management Llc | 0.03% | 100,000 | $2,278,000 | $1,113,000 | -$1,165,000 | -51.14% | |
| Weiss Asset Management Lp | 0.03% | 100,000 | $2,278,000 | $1,113,000 | -$1,165,000 | -51.14% | |
| Bfsg, Llc | 0.16% | 156,409 | $1,881,601 | $1,740,832 | -$140,769 | -7.48% |
Frequently asked questions about AADX
Who are the largest institutional holders of AADX?
The largest institutional holders of AADX reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Massachusetts Financial Services Co, Bamco Inc, T. Rowe Price Investment Management, Inc., and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported AADX position.
What is AADX institutional ownership?
This page tracks AADX positions reported by institutional investment managers through SEC Form 13F. APPLIED AEROSPACE & DEFENSE (AADX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AADX?
InsiderSet currently tracks 108 institutional managers reporting AADX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AADX shareholders.
How much AADX stock do institutions own?
Institutional investment managers disclosed approximately $814.94M in AADX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AADX institutional ownership last updated?
The latest AADX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AADX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AADX position after the reporting date.
Are institutions buying or selling AADX?
Institutional buying and selling can be analyzed by comparing AADX positions across consecutive 13F reporting periods. InsiderSet's AADX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AADX ownership changes.
How has AADX institutional ownership changed over time?
InsiderSet tracks AADX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.