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Applied Industrial Technologies Inc

AIT
Exchange
NYSE
Industry
Wholesale-Machinery, Equipment & Supplies
SEC CIK
0000109563

In the last 90 days, Applied Industrial Technologies Inc insiders filed 0 open-market purchases and 2 sales; 622 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Applied Industrial Technologies Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
254
+13 vs. Q2 2021
Shares held
35.6M
+221.6K (+0.6%) vs. Q2 2021
Total value
$3.21B
−$19.4M (−0.6%) vs. Q2 2021
New holders
30
82 more added
Sold out
17
83 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AIT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 254 institutions
Q1 2021: 241 institutionsQ2 2021: 244 institutionsQ3 2021: 254 institutionsQ4 2021: 249 institutionsQ1 2022: 269 institutionsQ2 2022: 284 institutionsQ3 2022: 295 institutionsQ4 2022: 335 institutionsQ1 2023: 350 institutionsQ2 2023: 354 institutionsQ3 2023: 381 institutionsQ4 2023: 388 institutionsQ1 2024: 422 institutionsQ2 2024: 428 institutionsQ3 2024: 451 institutionsQ4 2024: 498 institutionsQ1 2025: 511 institutionsQ2 2025: 540 institutionsQ3 2025: 555 institutionsQ4 2025: 568 institutionsQ1 2026: 586 institutionsQ2 2026: 622 institutions
Value heldQ3 2021: $3.21B
Q1 2021: $3.27BQ2 2021: $3.23BQ3 2021: $3.21BQ4 2021: $3.67BQ1 2022: $3.68BQ2 2022: $3.45BQ3 2022: $3.69BQ4 2022: $4.51BQ1 2023: $5.15BQ2 2023: $5.23BQ3 2023: $5.62BQ4 2023: $6.27BQ1 2024: $7.11BQ2 2024: $6.97BQ3 2024: $8.01BQ4 2024: $8.62BQ1 2025: $8.24BQ2 2025: $8.34BQ3 2025: $9.12BQ4 2025: $9.02BQ1 2026: $9.29BQ2 2026: $11.9B
Institutions holding AIT and their total value by quarter
QuarterHoldersValue
Q2 2026622$11.9B
Q1 2026586$9.29B
Q4 2025568$9.02B
Q3 2025555$9.12B
Q2 2025540$8.34B
Q1 2025511$8.24B
Q4 2024498$8.62B
Q3 2024451$8.01B
Q2 2024428$6.97B
Q1 2024422$7.11B
Q4 2023388$6.27B
Q3 2023381$5.62B
Q2 2023354$5.23B
Q1 2023350$5.15B
Q4 2022335$4.51B
Q3 2022295$3.69B
Q2 2022284$3.45B
Q1 2022269$3.68B
Q4 2021249$3.67B
Q3 2021254$3.21B
Q2 2021244$3.23B
Q1 2021241$3.27B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q2 2021.

Institutions holding AIT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%00.0%Unchanged
Hexagon Capital Partners LLC1$00.00%+1New
Parallel Advisors, LLC9$1.00K0.00%−62−87.3%Reduced
NEXT Financial Group, Inc12$1.00K0.00%00.0%Unchanged
Retirement Group, LLC13$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC27$2.00K0.00%−1−3.6%Reduced
Meeder Asset Management Inc23$2.00K0.00%+7+43.8%Added
Hudock, Inc.28$2.00K0.00%+28New
Meridian Wealth Partners, LLC24$2.00K0.00%+24New
American Portfolios Advisors33$2.97K0.00%+4+13.8%Added
Harbour Investments, Inc.38$3.00K0.00%−17−30.9%Reduced
Massmutual Trust Co FSB47$4.00K0.00%00.0%Unchanged
Howe & Rusling Inc55$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc56$5.00K0.00%+56New
Tarbox Family Office, Inc.66$6.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC71$6.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP101$9.00K0.00%00.0%Unchanged
TD Capital Management LLC103$9.00K0.00%00.0%Unchanged
Simplex Trading, LLC99$9.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC98$9.00K0.00%00.0%Unchanged
Bessemer Group Inc95$9.00K0.00%+95New
Smithfield Trust Co135$12.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust134$12.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC145$13.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.152$14.0K0.00%+152New
Patriot Financial Group Insurance Agency, LLC163$15.0K0.00%+25+18.1%Added
First PREMIER Bank180$16.0K0.00%00.0%Unchanged
Quantbot Technologies LP182$16.0K0.00%+182New
Baystate Wealth Management LLC215$19.0K0.00%00.0%Unchanged
Hall Laurie J Trustee225$21.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC236$21.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC228$21.0K0.00%+9+4.1%Added
Private Capital Group, LLC244$22.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.258$23.3K0.00%+258New
Smith Group Asset Management, LLC270$24.0K0.00%+270New
Rockefeller Capital Management L.P.368$33.0K0.00%00.0%Unchanged
Fifth Third Bancorp437$39.0K0.00%−2−0.5%Reduced
Versant Capital Management, Inc432$39.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd449$40.0K0.01%00.0%Unchanged
Ellevest, Inc.445$40.0K0.00%+159+55.6%Added
C M Bidwell & Associates Ltd482$43.0K0.03%−2,663−84.7%Reduced
Berman Capital Advisors, LLC525$47.0K0.01%+217+70.5%Added
UBS Group AG659$59.0K0.00%+2+0.3%Added
Ci Investments Inc.727$66.0K0.00%+47+6.9%Added
Sutton Wealth Advisors Inc.742$66.9K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC748$67.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP825$74.0K0.03%+825New
Sofos Investments, Inc.0$90.0K0.07%0Unchanged
Geneos Wealth Management Inc.1,008$92.0K0.00%+1+0.1%Added
Central Trust Co1,135$102.0K0.00%+1,135New
O'Shaughnessy Asset Management, LLC1,197$108.0K0.00%+42+3.6%Added
Barrow Hanley Mewhinney & Strauss LLC1,307$118.0K0.00%+1,307New
Federated Hermes, Inc.1,463$132.0K0.00%−11−0.7%Reduced
First Mercantile Trust Co1,759$158.0K0.02%+78+4.6%Added
US Asset Management LLC2,060$186.0K0.18%+2,060New
Regions Financial Corp2,263$204.0K0.00%00.0%Unchanged
First Midwest Bank Trust Division2,272$205.0K0.03%−517−18.5%Reduced
Public Employees Retirement System of Ohio2,371$214.0K0.00%−9−0.4%Reduced
Ancora Advisors, LLC2,375$214.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,436$219.2K0.00%+1,986+441.3%Added
Pictet Asset Management SA2,484$224.0K0.00%+2,484New
Quadrature Capital Ltd2,481$224.0K0.01%+2,481New
Shelton Capital Management2,506$226.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)2,539$229.0K0.01%−3,007−54.2%Reduced
Meritage Portfolio Management2,615$236.0K0.01%+2,615New
CIBC Asset Management Inc2,747$248.0K0.00%+39+1.4%Added
First Citizens Bank & Trust Co2,765$249.0K0.01%−150−5.1%Reduced
Cambridge Investment Research Advisors, Inc.2,763$249.0K0.00%+63+2.3%Added
Jane Street Group, LLC2,857$258.0K0.00%−3,729−56.6%Reduced
Brown Advisory Inc2,892$261.0K0.00%00.0%Unchanged
Natixis Investment Managers International2,929$263.0K0.02%+394+15.5%Added
CAPROCK Group, Inc.2,925$264.0K0.02%00.0%Unchanged
Captrust Financial Advisors2,945$265.0K0.00%+46+1.6%Added
Ifrah Financial Services, Inc.2,961$267.0K0.08%+51+1.8%Added
Ameritas Investment Partners, Inc.3,044$274.0K0.01%00.0%Unchanged
Mackenzie Financial Corp3,038$274.0K0.00%+3,038New
Susquehanna International Group, LLP3,088$278.0K0.00%−13,456−81.3%Reduced
Crossmark Global Holdings, Inc.3,100$279.0K0.01%−80−2.5%Reduced
Acadian Asset Management LLC3,143$282.0K0.00%+1,779+130.4%Added
Oliver Luxxe Assets LLC3,212$289.0K0.08%+520+19.3%Added
CWM Advisors, LLC3,214$290.0K0.04%+3,214New
Gsa Capital Partners LLP3,257$294.0K0.03%−3,781−53.7%Reduced
Occudo Quantitative Strategies LP3,277$295.0K0.04%+3,277New
Zeke Capital Advisors, LLC3,407$307.0K0.02%−100−2.9%Reduced
Los Angeles Capital Management LLC3,558$321.0K0.00%−289−7.5%Reduced
Sheaff Brock Investment Advisors, LLC3,557$321.0K0.03%+3,557New
Mount Yale Investment Advisors, LLC3,681$332.0K0.04%+96+2.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,806$343.0K0.00%00.0%Unchanged
Innovative Portfolios LLC3,341$343.0K1.95%+463+16.1%Added
Henshaw Capital LLC3,817$344.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.3,884$350.0K0.00%+2,021+108.5%Added
Janus Henderson Group PLC3,918$353.0K0.00%+3,918New
Wedge Capital Management L L P3,958$357.0K0.00%−1,186−23.1%Reduced
Duality Advisers, LP4,020$362.0K0.03%−12,395−75.5%Reduced
Profund Advisors LLC4,183$377.0K0.01%−731−14.9%Reduced
Delta Capital Management LLC4,285$386.0K0.24%+100+2.4%Added
Essex Investment Management Co LLC4,380$395.0K0.05%00.0%Unchanged
Sheets Smith Wealth Management4,695$423.0K0.06%00.0%Unchanged
Kanawha Capital Management LLC4,740$427.0K0.04%00.0%Unchanged
Commonwealth Equity Services, LLC4,791$431.0K0.00%+16+0.3%Added