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; 623 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 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
- 249
- −3 vs. Q3 2021
- Shares held
- 35.7M
- +145.5K (+0.4%) vs. Q3 2021
- Total value
- $3.67B
- +$461.1M (+14.4%) vs. Q3 2021
- New holders
- 29
- 73 more added
- Sold out
- 32
- 90 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $11.9B |
| Q1 2026 | 586 | $9.29B |
| Q4 2025 | 568 | $9.02B |
| Q3 2025 | 555 | $9.12B |
| Q2 2025 | 540 | $8.34B |
| Q1 2025 | 511 | $8.24B |
| Q4 2024 | 498 | $8.62B |
| Q3 2024 | 451 | $8.01B |
| Q2 2024 | 428 | $6.97B |
| Q1 2024 | 422 | $7.11B |
| Q4 2023 | 388 | $6.27B |
| Q3 2023 | 381 | $5.62B |
| Q2 2023 | 354 | $5.23B |
| Q1 2023 | 350 | $5.15B |
| Q4 2022 | 335 | $4.51B |
| Q3 2022 | 295 | $3.69B |
| Q2 2022 | 284 | $3.45B |
| Q1 2022 | 269 | $3.68B |
| Q4 2021 | 249 | $3.67B |
| Q3 2021 | 254 | $3.21B |
| Q2 2021 | 244 | $3.23B |
| Q1 2021 | 241 | $3.27B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 752 | $77.2K | 0.03% | +10+1.3% | Added |
| Harbor Investment Advisory, LLC | 748 | $77.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 646 | $66.0K | 0.00% | −817−55.8% | Reduced |
| C M Bidwell & Associates Ltd | 507 | $52.0K | 0.03% | +25+5.2% | Added |
| Rockefeller Capital Management L.P. | 509 | $52.0K | 0.00% | +141+38.3% | Added |
| Harvest Fund Management Co., Ltd | 449 | $46.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 431 | $44.0K | 0.01% | −1−0.2% | Reduced |
| Ellevest, Inc. | 415 | $43.0K | 0.00% | −30−6.7% | Reduced |
| Dark Forest Capital Management LP | 340 | $35.0K | 0.01% | −485−58.8% | Reduced |
| CWM, LLC | 325 | $33.0K | 0.00% | +325 | New |
| Fortitude Advisory Group L.L.C. | 307 | $32.0K | 0.02% | +307 | New |
| Lazard Asset Management LLC | 300 | $30.0K | 0.00% | +300 | New |
| Smith Group Asset Management, LLC | 270 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 263 | $27.0K | 0.00% | −174−39.8% | Reduced |
| Private Capital Group, LLC | 244 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 236 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 219 | $22.0K | 0.00% | −9−3.9% | Reduced |
| Simplex Trading, LLC | 200 | $20.0K | 0.00% | +101+102.0% | Added |
| EverSource Wealth Advisors, LLC | 191 | $20.0K | 0.01% | +191 | New |
| Patriot Financial Group Insurance Agency, LLC | 163 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 170 | $17.0K | 0.01% | +170 | New |
| Financial Management Professionals, Inc. | 152 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 155 | $16.0K | 0.00% | +155 | New |
| Fieldpoint Private Securities, LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 41 | $4.00K | 0.00% | −14−25.5% | Reduced |
| American Portfolios Advisors | 33 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 103 | $2.00K | 0.00% | +103 | Added |
| Signaturefd, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Covestor Ltd | 18 | $2.00K | 0.00% | +18 | New |
| NEXT Financial Group, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Retirement Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 12 | $1.00K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −69,665−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −61,197−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −29,370−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,731−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,692−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,804−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −8,293−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |