Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Applied Aerospace & Defense, Inc.

CIK 0002118195AADX· quarter ending 2026-06-30

Shares outstanding

172,393,518

as of 2026-08-05 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

39,949,970

23.2% of shares outstanding

Holders

+92 vs 2026-03-31 · 92 new, 0 exited

Value

$910.2M

shares +— vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AADX · NYSE	172,393,518	39,949,970	23.2%	92	03815J107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	03815J107	COMMON STOCK	92	39,949,970	172,393,518	23.2%	$910.2M	3 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (92 of 92 · 03815J107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ALLIANCEBERNSTEIN L.P.	3,328,618	1.93%	$75.8M	NEW
2	Temasek Holdings (Private) Ltd	3,250,000	1.89%	$74.0M	NEW
3	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2,342,565	1.36%	$55.1M	NEW
4	BAMCO INC /NY/	2,173,823	1.26%	$49.5M	NEW
5	T. Rowe Price Investment Management, Inc.	2,045,038	1.19%	$46.6M	NEW
6	BlackRock, Inc.	1,924,999	1.12%	$43.9M	NEW
7	AMERICAN CENTURY COMPANIES INC	1,741,639	1.01%	$39.7M	NEW
8	Jupiter Topco LLC	1,332,574	0.77%	$30.4M	NEW
9	VANGUARD PORTFOLIO MANAGEMENT LLC	1,273,937	0.74%	$29.0M	NEW
10	NORGES BANK	1,250,000	0.73%	$28.5M	NEW
11	Driehaus Capital Management LLC	1,227,730	0.71%	$28.0M	NEW
12	Ophir Asset Management Pty Ltd	1,197,165	0.69%	$27.3M	NEW
13	VANGUARD CAPITAL MANAGEMENT LLC	1,185,115	0.69%	$27.0M	NEW
14	FEDERATED HERMES, INC.	1,003,300	0.58%	$22.9M	NEW
15	Capital World Investors	1,000,000	0.58%	$22.8M	NEW
16	LORD, ABBETT & CO. LLC	897,238	0.52%	$20.4M	NEW
17	CITADEL ADVISORS LLC	889,500	0.52%	$20.3M	NEW
18	FMR LLC	874,314	0.51%	$19.9M	NEW
19	WCM INVESTMENT MANAGEMENT, LLC	800,000	0.46%	$16.6M	NEW
20	Aventail Capital Group, LP	727,863	0.42%	$16.6M	NEW
21	ArrowMark Colorado Holdings LLC	609,099	0.35%	$13.9M	NEW
22	CHILTON INVESTMENT CO INC.	467,320	0.27%	$10.6M	NEW
23	GOLDMAN SACHS GROUP INC	455,759	0.26%	$10.4M	NEW
24	UBS Group AG	388,391	0.23%	$8.8M	NEW
25	WELLINGTON MANAGEMENT GROUP LLP	367,577	0.21%	$8.4M	NEW
26	Point72 Asset Management, L.P.	353,417	0.21%	$8.1M	NEW
27	Burkehill Global Management, LP	350,000	0.20%	$8.0M	NEW
28	Alyeska Investment Group, L.P.	337,841	0.20%	$7.7M	NEW
29	Harvey Partners, LLC	329,178	0.19%	$7.5M	NEW
30	Capricorn Fund Managers Ltd	310,000	0.18%	$7.1M	NEW
31	Hiddenite Capital Partners LP	310,000	0.18%	$7.1M	NEW
32	SEVEN GRAND MANAGERS, LLC	300,000	0.17%	$6.8M	NEW
33	MILLENNIUM MANAGEMENT LLC	277,913	0.16%	$6.3M	NEW
34	Artisan Partners Limited Partnership	275,717	0.16%	$6.3M	NEW
35	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	275,000	0.16%	$6.3M	NEW
36	Roubaix Capital, LLC	256,240	0.15%	$5.8M	NEW
37	WESTERLY CAPITAL MANAGEMENT, LLC	250,000	0.15%	$5.7M	NEW
38	First Eagle Investment Management, LLC	250,000	0.15%	$5.7M	NEW
39	D. E. Shaw & Co., Inc.	235,000	0.14%	$5.4M	NEW
40	CenterBook Partners LP	228,606	0.13%	$5.2M	NEW
41	Blackstone Inc.	225,000	0.13%	$5.1M	NEW
42	Ghisallo Capital Management LLC	225,000	0.13%	$5.1M	NEW
43	Davidson Kempner Capital Management LP	208,000	0.12%	$4.7M	NEW
44	LMR Partners LLP	200,000	0.12%	$4.6M	NEW
45	Hudson Bay Capital Management LP	162,464	0.09%	$3.7M	NEW
46	Freestone Grove Partners LP	150,000	0.09%	$3.4M	NEW
47	Engle Capital Management, L.P.	146,787	0.09%	$3.3M	NEW
48	Universal- Beteiligungs- und Servicegesellschaft mbH	141,547	0.08%	$3.2M	NEW
49	B. Metzler seel. Sohn & Co. AG	133,626	0.08%	$3.0M	NEW
50	Anson Funds Management LP	125,000	0.07%	$2.8M	NEW
51	TUDOR INVESTMENT CORP ET AL	123,492	0.07%	$2.8M	NEW
52	Clearline Capital LP	120,616	0.07%	$2.7M	NEW
53	Zweig-DiMenna Associates LLC	110,500	0.06%	$2.5M	NEW
54	Weiss Asset Management LP	100,000	0.06%	$2.3M	NEW
55	SOROS FUND MANAGEMENT LLC	100,000	0.06%	$2.3M	NEW
56	XTX Topco Ltd	61,130	0.04%	$1.4M	NEW
57	TD Asset Management Inc	59,548	0.03%	$1.4M	NEW
58	VANGUARD FIDUCIARY TRUST CO	59,300	0.03%	$1.4M	NEW
59	Squarepoint Ops LLC	54,072	0.03%	$1.2M	NEW
60	AMERIPRISE FINANCIAL INC	46,653	0.03%	$1.1M	NEW
61	BANK OF AMERICA CORP /DE/	33,404	0.02%	$761K	NEW
62	READYSTATE ASSET MANAGEMENT LP	33,028	0.02%	$752K	NEW
63	RAYMOND JAMES FINANCIAL INC	28,550	0.02%	$650K	NEW
64	Diametric Capital, LP	24,374	0.01%	$555K	NEW
65	Walleye Capital LLC	24,000	0.01%	$547K	NEW
66	Woodline Partners LP	20,775	0.01%	$473K	NEW
67	TWO SIGMA INVESTMENTS, LP	20,410	0.01%	$465K	NEW
68	Legal & General Group Plc	20,000	0.01%	$450K	NEW
69	OXFORD ASSET MANAGEMENT LLP	20,000	0.01%	$456K	NEW
70	MORGAN STANLEY	16,065	0.01%	$366K	NEW
71	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,478	0.01%	$284K	NEW
72	Phoenix Financial Ltd.	12,192	0.01%	$278K	NEW
73	SEI INVESTMENTS CO	9,266	0.01%	$211K	NEW
74	SIMPLEX TRADING, LLC	8,136	0.00%	$185K	NEW
75	ROYAL BANK OF CANADA	5,149	0.00%	$117K	NEW
76	Itau Unibanco Holding S.A.	5,000	0.00%	$114K	NEW
77	Vanguard Global Advisers, LLC	2,448	0.00%	$56K	NEW
78	Acumen Wealth Advisors, LLC	1,500	0.00%	$34K	NEW
79	JONES FINANCIAL COMPANIES LLLP	1,491	0.00%	$31K	NEW
80	OSAIC HOLDINGS, INC.	1,440	0.00%	$33K	NEW
81	WELLS FARGO & COMPANY/MN	1,116	0.00%	$25K	NEW
82	CITIGROUP INC	1,062	0.00%	$24K	NEW
83	Global Retirement Partners, LLC	750	0.00%	$17K	NEW
84	Tower Research Capital LLC (TRC)	640	0.00%	$15K	NEW
85	FIRST HORIZON CORP	492	0.00%	$11K	NEW
86	Golden State Wealth Management, LLC	280	0.00%	$6K	NEW
87	Larson Financial Group LLC	250	0.00%	$6K	NEW
88	SBI Securities Co., Ltd.	173	0.00%	$4K	NEW
89	ROTHSCHILD INVESTMENT LLC	155	0.00%	$4K	NEW
90	LANARK FINANCIAL, INC.	100	0.00%	$2K	NEW
91	FIFTH THIRD BANCORP	34	0.00%	$768	NEW
92	Quarry LP	1	0.00%	$23	NEW

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
AA&D Holdings, LP	SCHEDULE 13G	2026-08-13	2026-06-30	126,786,731	73.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.