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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 458 | $65.0K | 0.00% | +7+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $64.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $56.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 373 | $53.0K | 0.05% | +252+208.3% | Added |
| Quarry LP | 370 | $52.6K | 0.03% | +370 | New |
| TD Private Client Wealth LLC | 356 | $50.6K | 0.00% | −53−13.0% | Reduced |
| Toth Financial Advisory Corp | 305 | $43.4K | 0.01% | −4,850−94.1% | Reduced |
| Pinebridge Investments, L.P. | 266 | $37.8K | 0.00% | −286−51.8% | Reduced |
| Belpointe Asset Management LLC | 260 | $37.0K | 0.00% | −826−76.1% | Reduced |
| Fifth Third Bancorp | 240 | $34.1K | 0.00% | −1−0.4% | Reduced |
| Proequities, Inc. | 188 | $26.7K | 0.00% | +188 | New |
| EverSource Wealth Advisors, LLC | 177 | $25.2K | 0.00% | −87−33.0% | Reduced |
| FinTrust Capital Advisors, LLC | 195 | $24.6K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 155 | $22.0K | 0.00% | −8−4.9% | 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 |
| Parkside Financial Bank & Trust | 141 | $20.0K | 0.01% | −6−4.1% | Reduced |
| TCI Wealth Advisors, Inc. | 139 | $19.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $16.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $14.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $13.6K | 0.00% | +49+104.3% | Added |
| First Horizon Advisors, Inc. | 88 | $12.5K | 0.00% | +88 | New |
| Northwestern Mutual Wealth Management Co | 66 | $9.38K | 0.00% | +66 | New |
| Bell Investment Advisors, Inc | 64 | $9.10K | 0.00% | +3+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $8.95K | 0.00% | +63 | New |
| Raleigh Capital Management Inc. | 61 | $8.70K | 0.00% | +2+3.4% | Added |
| Hanseatic Management Services Inc | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $5.54K | 0.00% | −30−43.5% | Reduced |
| Meeder Asset Management Inc | 38 | $5.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $4.97K | 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 |
| Global Retirement Partners, LLC | 31 | $4.15K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $4.00K | 0.00% | +19+190.0% | Added |
| TD Waterhouse Canada Inc. | 21 | $2.98K | 0.00% | +21 | New |
| Huntington National Bank | 19 | $2.70K | 0.00% | −2−9.5% | Reduced |
| RFP Financial Group LLC | 19 | $2.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.99K | 0.00% | +2+16.7% | Added |
| Advisory Services Network, LLC | 14 | $1.99K | 0.00% | −1−6.7% | Reduced |
| Farther Finance Advisors, LLC | 13 | $1.85K | 0.00% | −4−23.5% | Reduced |
| AdvisorNet Financial, Inc | 9 | $1.28K | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 9 | $1.28K | 0.00% | +1+12.5% | Added |
| Baker Avenue Asset Management, LP | 6 | $853 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $634 | 0.00% | +14 | New |
| Tfo-TDC, LLC | 2 | $284 | 0.00% | −7,351−100.0% | Reduced |
| Allworth Financial LP | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 293 | – | – | +293 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −100,536−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,846−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,516−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −14,071−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |