Applied Aerospace & Defense Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 3.33 M | $75.83 M | 100.00% | 2.25% |
| TEMASEK HOLDINGS (PRIVATE) LTD | 08/07/2026 | 3.25 M | $74.04 M | 100.00% | 2.19% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 2.34 M | $55.10 M | 100.00% | 1.58% |
| BAMCO INC /NY/ | 08/14/2026 | 2.17 M | $49.52 M | 100.00% | 1.47% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 2.05 M | $46.59 M | 100.00% | 1.38% |
| BLACKROCK, INC. | 08/07/2026 | 1.92 M | $43.85 M | 100.00% | 1.30% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.74 M | $39.67 M | 100.00% | 1.18% |
| JUPITER TOPCO LLC | 08/14/2026 | 1.33 M | $30.36 M | 100.00% | 0.90% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.27 M | $29.02 M | 100.00% | 0.86% |
| NORGES BANK | 08/12/2026 | 1.25 M | $28.48 M | 100.00% | 0.84% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.23 M | $27.97 M | 100.00% | 0.83% |
| OPHIR ASSET MANAGEMENT PTY LTD | 08/14/2026 | 1.20 M | $27.27 M | 100.00% | 0.81% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.19 M | $27.00 M | 100.00% | 0.80% |
| FEDERATED HERMES, INC. | 08/12/2026 | 1.00 M | $22.86 M | 100.00% | 0.68% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 1.00 M | $22.78 M | 100.00% | 0.67% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 897.24 K | $20.44 M | 100.00% | 0.61% |
| CITADEL ADVISORS LLC | 09/02/2026 | 889.50 K | $20.26 M | 100.00% | 0.60% |
| FMR LLC | 08/13/2026 | 874.31 K | $19.92 M | 100.00% | 0.59% |
| WCM INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 800.00 K | $16.58 M | 100.00% | 0.54% |
| AVENTAIL CAPITAL GROUP, LP | 08/14/2026 | 727.86 K | $16.58 M | 100.00% | 0.49% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 609.10 K | $13.88 M | 100.00% | 0.41% |
| CHILTON INVESTMENT CO INC. | 08/14/2026 | 467.32 K | $10.65 M | 100.00% | 0.32% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 455.76 K | $10.38 M | 100.00% | 0.31% |
| UBS GROUP AG | 08/13/2026 | 388.39 K | $8.85 M | 100.00% | 0.26% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 367.58 K | $8.37 M | 100.00% | 0.25% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 353.42 K | $8.05 M | 100.00% | 0.24% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 08/14/2026 | 350.00 K | $7.97 M | 100.00% | 0.24% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 337.84 K | $7.70 M | 100.00% | 0.23% |
| HARVEY PARTNERS, LLC | 08/14/2026 | 329.18 K | $7.50 M | 100.00% | 0.22% |
| HIDDENITE CAPITAL PARTNERS LP | 08/13/2026 | 310.00 K | $7.06 M | 100.00% | 0.21% |
| CAPRICORN FUND MANAGERS LTD | 07/24/2026 | 310.00 K | $7.06 M | 100.00% | 0.21% |
| SEVEN GRAND MANAGERS, LLC | 08/14/2026 | 300.00 K | $6.83 M | 100.00% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 277.91 K | $6.33 M | 100.00% | 0.19% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 275.72 K | $6.28 M | 100.00% | 0.19% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 275.00 K | $6.26 M | 100.00% | 0.19% |
| ROUBAIX CAPITAL, LLC | 08/10/2026 | 256.24 K | $5.84 M | 100.00% | 0.17% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 250.00 K | $5.70 M | 100.00% | 0.17% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 235.00 K | $5.35 M | 100.00% | 0.16% |
| CENTERBOOK PARTNERS LP | 08/11/2026 | 228.61 K | $5.21 M | 100.00% | 0.15% |
| BLACKSTONE INC. | 08/14/2026 | 225.00 K | $5.13 M | 100.00% | 0.15% |
| GHISALLO CAPITAL MANAGEMENT LLC | 08/14/2026 | 225.00 K | $5.13 M | 100.00% | 0.15% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 08/14/2026 | 208.00 K | $4.74 M | 100.00% | 0.14% |
| LMR PARTNERS LLP | 08/14/2026 | 200.00 K | $4.56 M | 100.00% | 0.14% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 162.46 K | $3.70 M | 100.00% | 0.11% |
| FREESTONE GROVE PARTNERS LP | 08/14/2026 | 150.00 K | $3.42 M | 100.00% | 0.10% |
| ENGLE CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 146.79 K | $3.34 M | 100.00% | 0.10% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 141.55 K | $3.22 M | 100.00% | 0.10% |
| B. METZLER SEEL. SOHN & CO. AG | 08/11/2026 | 133.63 K | $3.04 M | 100.00% | 0.09% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 125.00 K | $2.85 M | 100.00% | 0.08% |
| ANSON FUNDS MANAGEMENT LP | 08/13/2026 | 125.00 K | $2.85 M | 100.00% | 0.08% |
Applied Aerospace & Defense Inc. institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Applied Aerospace & Defense Inc.. The most heavily invested institutionals were:
Temasek Holdings (Private) Ltd: 2.86 M
OPPENHEIMER & CO INC: 10,960
MGO ONE SEVEN LLC: 10,887
Caitong International Asset Management Co., Ltd: 10,431
State of Wyoming: 6,623
EXCHANGE TRADED CONCEPTS, LLC: 1,280
26.88% of Applied Aerospace & Defense Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 39.17 M shares in the last 24 months. This purchase volume represents approximately $463.74 M in transactions.