Applied Aerospace & Defense Ownership | Who Owns Applied Aerospace & Defense?

Overview RevenueFinancials Chart Transcripts

Applied Aerospace & Defense Ownership Summary

Applied Aerospace & Defense is owned by 72.40% institutional investors, 73.58% insiders. Ra capital management is the largest institutional shareholder, holding 16.95% of AADX shares. Baron Small Cap Strategy is the top mutual fund, with 0.82% of its assets in Applied Aerospace & Defense shares.

AADX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Applied Aerospace & Defense	72.40%	73.58%	-45.98%
Sector	Industrials Stocks	67.83%	16.49%	15.68%
Industry	Defense Stocks	67.74%	13.10%	19.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ra capital management	28.93M	16.95%	$791.91M
Arch venture management	6.41M	3.76%	$175.52M
Venbio partners	5.27M	3.08%	$144.15M
Alphabet	4.92M	2.88%	$134.65M
Nextech invest	4.66M	2.73%	$127.63M
Cormorant asset management, lp	4.62M	2.70%	$126.33M
Regeneron pharmaceuticals	4.17M	2.44%	$114.04M
Temasek (private)	3.25M	1.90%	$74.03M
Siren	2.99M	1.75%	$81.90M
Farallon capital management	2.37M	1.39%	$64.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Regeneron pharmaceuticals	4.17M	64.35%	$114.04M
Venbio partners	5.27M	27.75%	$144.15M
General catalyst group management	1.60M	23.24%	$43.82M
Arch venture management	6.41M	15.95%	$175.52M
Ra capital management	28.93M	6.88%	$791.91M
Cormorant asset management, lp	4.62M	6.47%	$126.33M
Nextech invest	4.66M	6.06%	$127.63M
Foresite capital management vi	999.04K	4.26%	$27.34M
Catalio capital management, lp	824.04K	4.24%	$22.55M
Ophir asset management pty	1.20M	2.24%	$27.27M

Top Buyers

Holder	Shares	% Assets	Change
Ra capital management	28.93M	6.88%	28.93M
Arch venture management	6.41M	15.95%	6.41M
Venbio partners	5.27M	27.75%	5.27M
Alphabet	4.92M	0.14%	4.92M
Nextech invest	4.66M	6.06%	4.66M

Top Sellers

Holder	Shares	% Assets	Change
Quarry lp	1.00	-	1.00
Bogart wealth	19.00	-	19.00
Fifth third bancorp	34.00	-	34.00
North star investment management	52.00	0.00%	52.00
Physician wealth advisors	59.00	0.00%	59.00

New Positions

Holder	Shares	% Assets	Change	Value
Ra capital management	28.93M	6.88%	28.93M	$791.91M
Arch venture management	6.41M	15.95%	6.41M	$175.52M
Venbio partners	5.27M	27.75%	5.27M	$144.15M
Alphabet	4.92M	0.14%	4.92M	$134.65M
Nextech invest	4.66M	6.06%	4.66M	$127.63M

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	148	-	123,618,533	-	72	-	145	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Small Cap Strategy	1.40M	0.82%	1.40M
Baron Small Cap Retail	1.40M	0.82%	1.40M
American Century U.S. Small Cap Growth	1.27M	0.75%	1.27M
American Century Small Cap Growth Inv	1.27M	0.75%	1.27M
Janus Henderson US Small Cap Growth	1.10M	0.65%	1.10M
Janus Henderson Venture D	1.10M	0.64%	-
Vanguard Morn Total Stk Mkt Idx Investor	1.09M	0.64%	1.09M
Vanguard MStar Total Stk Mkt Idx Invest	1.09M	0.63%	-
AB Small Cap Growth A	1.05M	0.61%	1.05M
Federated Hermes Kaufmann Small Cap A	1.00M	0.59%	1.00M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 04, 2026	Lynch Susan D	-	Buy	$160.00K
Jun 04, 2026	McRae Jeffrey L.	Chief Financial Officer	Buy	$500.00K
Jun 04, 2026	Goldstein Scott (NMN)	-	Buy	$10.00K
Jun 04, 2026	Katzman James C	-	Buy	$500.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-

AADX Ownership FAQ

Who Owns Applied Aerospace & Defense?

Applied Aerospace & Defense shareholders are primarily institutional investors at 72.40%, followed by 73.58% insiders and -45.98% retail investors. The average institutional ownership in Applied Aerospace & Defense's industry, Defense Stocks, is 67.74%, which Applied Aerospace & Defense exceeds.

Who owns the most shares of Applied Aerospace & Defense?

Applied Aerospace & Defense’s largest shareholders are Ra capital management (28.93M shares, 16.95%), Arch venture management (6.41M shares, 3.76%), and Venbio partners (5.27M shares, 3.08%). Together, they hold 23.79% of Applied Aerospace & Defense’s total shares outstanding.

Does Blackrock own Applied Aerospace & Defense?

BlackRock is not among the top 10 institutional shareholders of Applied Aerospace & Defense.

Who is Applied Aerospace & Defense’s biggest shareholder by percentage of total assets invested?

Regeneron pharmaceuticals is Applied Aerospace & Defense’s biggest shareholder by percentage of total assets invested, with 64.35% of its assets in 4.17M Applied Aerospace & Defense shares, valued at 114.04M$.

Who is the top mutual fund holder of Applied Aerospace & Defense shares?

Baron Small Cap Strategy is the top mutual fund holder of Applied Aerospace & Defense shares, with 0.82% of its total shares outstanding invested in 1.4M Applied Aerospace & Defense shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools