Comparable stake leader
AA&D Holdings, LP
SEC ownership of Applied Aerospace & Defense, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002118195.
Disclosed value leader
AA&D Holdings, LP
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- AADX on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
AA&D Holdings, LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
AA&D Holdings, LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002118195
- Issuer location
- Huntsville, AL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Applied Aerospace & Defense, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
AA&D Holdings, LP
Disclosed value leader
AA&D Holdings, LP
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 74%
13D/G row: AA&D Holdings, LP
Showing 1-8 of 50 holder rows.
Quick read
AA&D Holdings, LP leads the comparable SEC ownership view at 74%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens AA&D Holdings, LP's linked filing trail.
Comparable ownership
Top 5
AA&D Holdings, LP
74%
ALLIANCEBERNSTEIN L.P.
1.9%
Temasek Holdings (Private) Ltd
1.9%
MASSACHUSETTS FINANCIAL SERVICES ...
1.4%
BAMCO INC /NY/
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AA&D Holdings, LP |
13D/G
3/4/5
10%+ Owner
|
74%
|
$2,638,431,872
126,786,731 shares
|
$0 | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
1.9%
|
$75,825,918
3,328,618 shares
|
— | 30 Jun 2026 |
| Temasek Holdings (Private) Ltd |
13F
Company
|
1.9%
|
$74,035,000
3,250,000 shares
|
— | 30 Jun 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
1.4%
|
$55,102,438
2,342,565 shares
|
— | 30 Jun 2026 |
| BAMCO INC /NY/ |
13F
Company
|
1.3%
|
$49,519,688
2,173,823 shares
|
— | 30 Jun 2026 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
1.2%
|
$46,586,000
2,045,038 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
1.1%
|
$43,851,478
1,924,999 shares
|
— | 30 Jun 2026 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
1%
|
$39,674,582
1,741,639 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 13 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Applied Aerospace & Defense, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Christopher (nmn) Rogers
Net 12M change
$0
Latest report
15 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Christopher (nmn) Rogers | Chief Growth Officer | Mixed | 03 Jun 2026 | |||
| David Arnold King | Director | Mixed | 03 Jun 2026 | |||
| James William Ferguson III | Chief Executive Officer, Director | Mixed | 03 Jun 2026 | |||
| James C. Katzman | Director | Mixed | 04 Jun 2026 | |||
| Scott (nmn) Goldstein | Director | Mixed | 04 Jun 2026 | |||
| Susan D. Lynch | Director | Mixed | 04 Jun 2026 | |||
| Noah Roy | Director | Mixed | 03 Jun 2026 | |||
| Kai W. Kasiguran | Chief Accounting Officer | Mixed | 03 Jun 2026 | |||
| Kevin Bidlack | Chief Operating Officer | Mixed | 03 Jun 2026 | |||
| Noah Blitzer | Director | Mixed | 03 Jun 2026 | |||
| Jeffrey L. McRae | Chief Financial Officer | Mixed | 04 Jun 2026 | |||
| Jack (nmn) Morris | Director | Mixed | 03 Jun 2026 | |||
| AA&D Holdings, LP | 10%+ Owner | Mixed | 15 Jul 2026 |
Recent insider transactions for Applied Aerospace & Defense, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| AA&D Holdings, LP | AADX | Common Stock | Other | -8.29% | -11,456,787 | 126,786,731 | 15 Jul 2026 | Direct | ||
| Susan D. Lynch | AADX | Common Stock | Purchase | 8,000 | 8,000 | 04 Jun 2026 | Direct | |||
| Jeffrey L. McRae | AADX | Common Stock | Purchase | 25,000 | 25,000 | 04 Jun 2026 | Direct | |||
| Scott (nmn) Goldstein | AADX | Common Stock | Purchase | 11.8% | 500 | 4,750 | 04 Jun 2026 | Direct | ||
| Scott (nmn) Goldstein | AADX | Common Stock | Award | 4,250 | 4,250 | 04 Jun 2026 | Direct | |||
| James C. Katzman | AADX | Common Stock | Purchase | 588.2% | 25,000 | 29,250 | 04 Jun 2026 | Direct | ||
| James C. Katzman | AADX | Common Stock | Award | 4,250 | 4,250 | 04 Jun 2026 | Direct |
* marks a reported price that did not pass the local price check.