Applied Aerospace & Defense, Inc.: which funds bought and sold

Institutions that bought and sold Applied Aerospace & Defense shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 85 institutions that filed 13F reports for both quarters added to or opened positions in Applied Aerospace & Defense, and 0 cut or closed them. Together they added a net 36.8M shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 21.4M shares; index fund managers were net buyers of 4.4M shares. 85 opened a new position and 0 sold out entirely.

Bought, Q2 2026 85 institutions, 85 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out

Net change, all compared +36.8M shares (—)

Net change, active managers +21.4M shares (—), 32 bought, 0 sold

Buyers versus sellers

institutions compared, 85

85 bought 0 sold

Active managers and hedge funds 32 bought · 0 sold · +21.4M

Index fund managers 4 bought · 0 sold · +4.4M

Other institutions 49 bought · 0 sold · +10.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	+3.3M New position	3.3M	$75.8M
Temasek Holdings (Private) Ltd	+3.3M New position	3.3M	$74M
Massachusetts Financial Services Co Active manager	+2.3M New position	2.3M	$55.1M
BAMCO Inc Active manager	+2.2M New position	2.2M	$49.5M
T. Rowe Price Investment Management, Inc. Active manager	+2.0M New position	2.0M	$46.6M
Blackrock, Inc. Index funds	+1.9M New position	1.9M	$43.9M
American Century Companies Inc Active manager	+1.7M New position	1.7M	$39.7M
Vanguard Portfolio Management LLC Index funds	+1.3M New position	1.3M	$29M
Driehaus Capital Management LLC Active manager	+1.2M New position	1.2M	$28M
Ophir Asset Management Pty Ltd	+1.2M New position	1.2M	$27.3M
Vanguard Capital Management LLC Index funds	+1.2M New position	1.2M	$27M
Federated Hermes, Inc. Active manager	+1.0M New position	1.0M	$22.9M
Capital World Investors Active manager	+1.0M New position	1.0M	$22.8M
Lord, Abbett & Co. LLC	+897K New position	897K	$20.4M
Citadel Advisors LLC Hedge fund	+890K New position	890K	$20.3M
FMR LLC Active manager	+874K New position	874K	$19.9M
WCM Investment Management, LLC Active manager	+800K New position	800K	$16.6M
Aventail Capital Group, LP	+728K New position	728K	$16.6M
Arrowmark Colorado Holdings LLC	+609K New position	609K	$13.9M
Chilton Investment Co Inc.	+467K New position	467K	$10.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	+3.3M New position	3.3M	$75.8M
Massachusetts Financial Services Co Active manager	+2.3M New position	2.3M	$55.1M
BAMCO Inc Active manager	+2.2M New position	2.2M	$49.5M
T. Rowe Price Investment Management, Inc. Active manager	+2.0M New position	2.0M	$46.6M
American Century Companies Inc Active manager	+1.7M New position	1.7M	$39.7M
Driehaus Capital Management LLC Active manager	+1.2M New position	1.2M	$28M
Federated Hermes, Inc. Active manager	+1.0M New position	1.0M	$22.9M
Capital World Investors Active manager	+1.0M New position	1.0M	$22.8M
Citadel Advisors LLC Hedge fund	+890K New position	890K	$20.3M
FMR LLC Active manager	+874K New position	874K	$19.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
No institution cut its holding.

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alliancebernstein L.P.Active manager	3.3M	$75.8M
Temasek Holdings (Private) Ltd	3.3M	$74M
Massachusetts Financial Services CoActive manager	2.3M	$55.1M
BAMCO IncActive manager	2.2M	$49.5M
T. Rowe Price Investment Management, Inc.Active manager	2.0M	$46.6M
Blackrock, Inc.Index funds	1.9M	$43.9M
American Century Companies IncActive manager	1.7M	$39.7M
Vanguard Portfolio Management LLCIndex funds	1.3M	$29M
Driehaus Capital Management LLCActive manager	1.2M	$28M
Ophir Asset Management Pty Ltd	1.2M	$27.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 92
Ten largest holders: 51.7%
Index fund managers: 11.1%
Active managers and hedge funds: 54.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	New	Net change in shares	Net %
Active managers and hedge funds	32	32	+21.4M	—
Index fund managers	4	4	+4.4M	—
Other institutions	49	49	+10.9M	—

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Applied Aerospace & Defense.

Only managers that filed a holdings report for both quarters are compared (85 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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