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, Q1 2023
Institutional positions in Applied Industrial Technologies Inc as of Mar 31, 2023. 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
- 350
- +19 vs. Q4 2022
- Shares held
- 36.2M
- +487.1K (+1.4%) vs. Q4 2022
- Total value
- $5.15B
- +$647.5M (+14.4%) vs. Q4 2022
- New holders
- 47
- 129 more added
- Sold out
- 28
- 130 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 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, Q1 2023
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $284 | 0.00% | −7,351−100.0% | Reduced |
| Private Trust Co NA | 14 | $634 | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 6 | $853 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.28K | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 9 | $1.28K | 0.00% | +1+12.5% | Added |
| Farther Finance Advisors, LLC | 13 | $1.85K | 0.00% | −4−23.5% | Reduced |
| Advisory Services Network, LLC | 14 | $1.99K | 0.00% | −1−6.7% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.99K | 0.00% | +2+16.7% | Added |
| Huntington National Bank | 19 | $2.70K | 0.00% | −2−9.5% | Reduced |
| RFP Financial Group LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 21 | $2.98K | 0.00% | +21 | New |
| Steward Financial Group LLC | 29 | $4.00K | 0.00% | +19+190.0% | Added |
| Global Retirement Partners, LLC | 31 | $4.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.26K | 0.00% | −1−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.26K | 0.00% | +2+7.1% | Added |
| Schubert & Co | 35 | $4.97K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $5.54K | 0.00% | −30−43.5% | Reduced |
| Hanseatic Management Services Inc | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 61 | $8.70K | 0.00% | +2+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $8.95K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 64 | $9.10K | 0.00% | +3+4.9% | Added |
| Northwestern Mutual Wealth Management Co | 66 | $9.38K | 0.00% | +66 | New |
| First Horizon Advisors, Inc. | 88 | $12.5K | 0.00% | +88 | New |
| Massmutual Trust Co FSB | 96 | $13.6K | 0.00% | +49+104.3% | Added |
| TD Capital Management LLC | 103 | $14.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $19.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 141 | $20.0K | 0.01% | −6−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $21.3K | 0.00% | −70−31.8% | Reduced |
| ICA Group Wealth Management, LLC | 150 | $21.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 155 | $22.0K | 0.00% | −8−4.9% | Reduced |
| FinTrust Capital Advisors, LLC | 195 | $24.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 177 | $25.2K | 0.00% | −87−33.0% | Reduced |
| Proequities, Inc. | 188 | $26.7K | 0.00% | +188 | New |
| Fifth Third Bancorp | 240 | $34.1K | 0.00% | −1−0.4% | Reduced |
| Belpointe Asset Management LLC | 260 | $37.0K | 0.00% | −826−76.1% | Reduced |
| Pinebridge Investments, L.P. | 266 | $37.8K | 0.00% | −286−51.8% | Reduced |
| Toth Financial Advisory Corp | 305 | $43.4K | 0.01% | −4,850−94.1% | Reduced |
| TD Private Client Wealth LLC | 356 | $50.6K | 0.00% | −53−13.0% | Reduced |
| Quarry LP | 370 | $52.6K | 0.03% | +370 | New |
| Covestor Ltd | 373 | $53.0K | 0.05% | +252+208.3% | Added |
| Versant Capital Management, Inc | 397 | $56.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 450 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 458 | $65.0K | 0.00% | +7+1.6% | Added |
| C M Bidwell & Associates Ltd | 470 | $66.8K | 0.05% | +117+33.1% | Added |
| Archer Investment Corp | 500 | $71.0K | 0.03% | +500 | New |
| USA Financial Portformulas Corp | 541 | $76.9K | 0.12% | +541 | New |
| Public Employees Retirement System of Ohio | 553 | $79.0K | 0.00% | −42−7.1% | Reduced |
| Natixis Investment Managers International | 683 | $97.1K | 0.01% | −962−58.5% | Reduced |
| Johnson Financial Group, Inc. | 748 | $106.3K | 0.01% | +748 | New |
| Ostrum Asset Management | 753 | $107.0K | 0.01% | +753 | New |
| Harbor Investment Advisory, LLC | 780 | $110.9K | 0.02% | +32+4.3% | Added |
| Tower Research Capital LLC (TRC) | 780 | $111.0K | 0.00% | +564+261.1% | Added |
| Virtus Fund Advisers, LLC | 850 | $120.8K | 0.85% | 00.0% | Unchanged |
| Ellevest, Inc. | 922 | $131.0K | 0.01% | +316+52.1% | Added |
| Central Trust Co | 1,135 | $161.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,282 | $182.2K | 0.01% | +32+2.6% | Added |
| Globeflex Capital L P | 1,292 | $183.6K | 0.02% | +1,292 | New |
| Bank of Nova Scotia | 1,408 | $200.1K | 0.00% | +1,408 | New |
| Origin Asset Management LLP | 1,417 | $201.0K | 0.06% | −701−33.1% | Reduced |
| M&T Bank Corp | 1,479 | $209.7K | 0.00% | +1,479 | New |
| CAPROCK Group, Inc. | 1,476 | $209.8K | 0.02% | +1,476 | New |
| Vestcor Inc | 1,487 | $211.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 1,519 | $215.0K | 0.00% | +1,519 | New |
| Quadrant Capital Group LLC | 1,536 | $218.3K | 0.02% | +306+24.9% | Added |
| Franklin Resources Inc | 1,545 | $219.6K | 0.00% | +1,545 | New |
| Sequoia Financial Advisors, LLC | 1,558 | $221.4K | 0.00% | +1,558 | New |
| Y-Intercept (Hong Kong) Ltd | 1,565 | $222.4K | 0.03% | −1,932−55.2% | Reduced |
| Brinker Capital Investments, LLC | 1,610 | $228.8K | 0.00% | −37−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 1,610 | $228.8K | 0.00% | +1,610 | New |
| JustInvest LLC | 1,614 | $229.4K | 0.01% | +1,614 | New |
| Advisor Partners II, LLC | 1,648 | $234.2K | 0.01% | +61+3.8% | Added |
| Diversified Trust Co | 1,700 | $241.6K | 0.01% | −19−1.1% | Reduced |
| Bridgefront Capital, LLC | 1,711 | $243.2K | 0.15% | +1,711 | New |
| Coldstream Capital Management Inc | 1,748 | $248.4K | 0.01% | +46+2.7% | Added |
| Point72 Asset Management, L.P. | 1,752 | $249.0K | 0.00% | +1,752 | New |
| Riverwater Partners LLC | 1,774 | $252.1K | 0.23% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,801 | $255.9K | 0.00% | −2,726−60.2% | Reduced |
| Evergreen Capital Management LLC | 1,850 | $262.9K | 0.01% | +239+14.8% | Added |
| State of Wyoming | 1,886 | $268.1K | 0.09% | +1,656+720.0% | Added |
| Bailard, Inc. | 1,900 | $270.0K | 0.01% | −200−9.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,930 | $274.3K | 0.05% | +1,930 | New |
| CWM Advisors, LLC | 1,934 | $274.8K | 0.03% | +50+2.7% | Added |
| Bank of Stockton | 2,000 | $284.3K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,014 | $286.0K | 0.06% | +445+28.4% | Added |
| Advisor Group Holdings, Inc. | 2,025 | $287.9K | 0.00% | +342+20.3% | Added |
| Ethic Inc. | 2,056 | $292.2K | 0.01% | +319+18.4% | Added |
| US Asset Management LLC | 2,058 | $293.0K | 0.30% | −27−1.3% | Reduced |
| Metropolitan Life Insurance Co | 2,067 | $293.8K | 0.02% | −284−12.1% | Reduced |
| Innovis Asset Management LLC | 2,067 | $293.8K | 0.12% | −21−1.0% | Reduced |
| Navellier & Associates Inc | 2,094 | $297.6K | 0.06% | +112+5.7% | Added |
| Mount Yale Investment Advisors, LLC | 2,110 | $299.9K | 0.03% | −35−1.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,185 | $310.4K | 0.09% | +230+11.8% | Added |
| Contravisory Investment Management, Inc. | 2,187 | $310.8K | 0.09% | 00.0% | Unchanged |