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, Q4 2022
Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 2022. 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
- 335
- +41 vs. Q3 2022
- Shares held
- 35.8M
- −81.4K (−0.2%) vs. Q3 2022
- Total value
- $4.51B
- +$823.3M (+22.3%) vs. Q3 2022
- New holders
- 55
- 103 more added
- Sold out
- 14
- 127 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 622 | $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 2022
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $126 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $252 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 6 | $756 | 0.00% | +6 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 8 | $1.01K | 0.00% | −1−11.1% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.01K | 0.00% | +8 | New |
| Concord Wealth Partners | 9 | $1.13K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $1.51K | 0.00% | +7+140.0% | Added |
| Advisory Services Network, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 126 | $2.14K | 0.02% | +126 | New |
| McIlrath & Eck, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $2.14K | 0.00% | +17 | New |
| RFP Financial Group LLC | 19 | $2.40K | 0.00% | +19 | New |
| Accurate Wealth Management, LLC | 21 | $2.56K | 0.00% | +21 | New |
| Huntington National Bank | 21 | $2.65K | 0.00% | +20+2,000.0% | Added |
| Spire Wealth Management | 27 | $3.00K | 0.00% | +27 | New |
| Parallax Volatility Advisers, L.P. | 24 | $3.02K | 0.00% | −10,954−99.8% | Reduced |
| Aua Capital Management, LLC | 24 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $3.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $3.91K | 0.00% | +2+6.9% | Added |
| Global Retirement Partners, LLC | 31 | $3.92K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $4.41K | 0.00% | +4+12.9% | Added |
| Meeder Asset Management Inc | 38 | $4.79K | 0.00% | −306−89.0% | Reduced |
| Hanseatic Management Services Inc | 41 | $5.00K | 0.01% | +41 | New |
| Comerica Securities,inc. | 41 | $5.17K | 0.00% | +41 | New |
| Massmutual Trust Co FSB | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 52 | $6.55K | 0.00% | +52 | New |
| GWM Advisors LLC | 55 | $6.93K | 0.00% | +55 | New |
| Raleigh Capital Management Inc. | 59 | $7.44K | 0.00% | +25+73.5% | Added |
| Bell Investment Advisors, Inc | 61 | $7.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $8.70K | 0.00% | −26−27.4% | Reduced |
| Key Financial Inc | 115 | $11.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $12.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $15.0K | 0.01% | −209−63.3% | Reduced |
| Lindbrook Capital, LLC | 134 | $16.9K | 0.00% | +5+3.9% | Added |
| Smithfield Trust Co | 135 | $17.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $17.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 147 | $18.5K | 0.01% | +63+75.0% | Added |
| ICA Group Wealth Management, LLC | 150 | $18.9K | 0.00% | +150 | New |
| IFP Advisors, Inc | 69 | $20.0K | 0.00% | −2−2.8% | Reduced |
| Altshuler Shaham Ltd | 163 | $20.5K | 0.00% | −90−35.6% | Reduced |
| FinTrust Capital Advisors, LLC | 195 | $24.6K | 0.01% | +195 | New |
| Tower Research Capital LLC (TRC) | 216 | $27.0K | 0.00% | −5,629−96.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $27.7K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 222 | $28.0K | 0.00% | +222 | New |
| State of Wyoming | 230 | $29.0K | 0.01% | +230 | New |
| Fifth Third Bancorp | 241 | $30.4K | 0.00% | +16+7.1% | Added |
| EverSource Wealth Advisors, LLC | 264 | $33.3K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 353 | $44.5K | 0.04% | −127−26.5% | Reduced |
| Versant Capital Management, Inc | 397 | $50.0K | 0.02% | −15−3.6% | Reduced |
| TD Private Client Wealth LLC | 409 | $51.5K | 0.00% | −30−6.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 450 | $56.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 451 | $57.0K | 0.00% | +451 | New |
| PEAK6 Investments LLC | 538 | $67.8K | 0.00% | −8,560−94.1% | Reduced |
| Pinebridge Investments, L.P. | 552 | $69.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 595 | $75.0K | 0.00% | −1,470−71.2% | Reduced |
| Ellevest, Inc. | 606 | $76.4K | 0.01% | +236+63.8% | Added |
| Federated Hermes, Inc. | 699 | $88.1K | 0.00% | +146+26.4% | Added |
| Harbor Investment Advisory, LLC | 748 | $94.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 752 | $94.8K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 787 | $98.0K | 0.00% | +20+2.6% | Added |
| Virtus Fund Advisers, LLC | 850 | $107.1K | 0.77% | +850 | New |
| Exchange Traded Concepts, LLC | 903 | $113.8K | 0.00% | +903 | New |
| Fortis Capital Advisors, LLC | 983 | $123.9K | 0.07% | +983 | New |
| Belpointe Asset Management LLC | 1,086 | $136.9K | 0.01% | +1,086 | New |
| Lazard Asset Management LLC | 1,128 | $142.0K | 0.00% | −1,576−58.3% | Reduced |
| Central Trust Co | 1,135 | $143.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,230 | $155.0K | 0.02% | +147+13.6% | Added |
| Van Eck Associates Corp | 1,249 | $157.0K | 0.00% | +135+12.1% | Added |
| GHP Investment Advisors, Inc. | 1,250 | $157.5K | 0.01% | −500−28.6% | Reduced |
| Vestcor Inc | 1,487 | $187.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $189.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,569 | $198.0K | 0.05% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,587 | $200.0K | 0.01% | +1,587 | New |
| Evergreen Capital Management LLC | 1,611 | $203.0K | 0.01% | +1,611 | New |
| Amundi | 1,659 | $205.7K | 0.00% | +1,659 | New |
| Natixis Investment Managers International | 1,645 | $207.3K | 0.02% | −351−17.6% | Reduced |
| Brinker Capital Investments, LLC | 1,647 | $207.6K | 0.00% | +1,647 | New |
| Advisor Group Holdings, Inc. | 1,683 | $213.1K | 0.00% | −702−29.4% | Reduced |
| Coldstream Capital Management Inc | 1,702 | $214.5K | 0.01% | +1,702 | New |
| Diversified Trust Co | 1,719 | $217.0K | 0.01% | +1,719 | New |
| Ethic Inc. | 1,737 | $218.9K | 0.01% | +1,737 | New |
| Verition Fund Management LLC | 1,761 | $221.9K | 0.00% | +1,761 | New |
| Riverwater Partners LLC | 1,774 | $223.6K | 0.19% | +1,774 | New |
| Level Four Advisory Services, LLC | 1,881 | $237.0K | 0.02% | −82−4.2% | Reduced |
| CWM Advisors, LLC | 1,884 | $237.4K | 0.03% | −144−7.1% | Reduced |
| Sendero Wealth Management, LLC | 1,900 | $239.5K | 0.09% | +1,900 | New |
| Centiva Capital, LP | 1,903 | $239.8K | 0.02% | +1,903 | New |
| Harbour Capital Advisors, LLC | 1,955 | $244.2K | 0.08% | +1,955 | New |
| Navellier & Associates Inc | 1,982 | $249.8K | 0.05% | −11−0.6% | Reduced |
| Bank of Stockton | 2,000 | $252.0K | 0.09% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,014 | $253.8K | 0.02% | −204−9.2% | Reduced |
| Summit Trail Advisors, LLC | 2,083 | $262.5K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 2,085 | $263.0K | 0.28% | +2,085 | New |
| Innovis Asset Management LLC | 2,088 | $263.2K | 0.12% | +2,088 | New |
| Bailard, Inc. | 2,100 | $264.7K | 0.01% | 00.0% | Unchanged |
| Origin Asset Management LLP | 2,118 | $266.9K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,145 | $270.3K | 0.03% | −350−14.0% | Reduced |