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, Q2 2023
Institutional positions in Applied Industrial Technologies Inc as of Jun 30, 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
- 354
- +4 vs. Q1 2023
- Shares held
- 36.2M
- −64.1K (−0.2%) vs. Q1 2023
- Total value
- $5.23B
- +$83.1M (+1.6%) vs. Q1 2023
- New holders
- 36
- 133 more added
- Sold out
- 32
- 117 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 18,585 | $2 | 0.00% | +18,585 | New |
| Point72 Asset Management, L.P. | 1 | $145 | 0.00% | −1,751−99.9% | Reduced |
| Allworth Financial LP | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $869 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $869 | 0.00% | +6 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 7 | $1.01K | 0.00% | −2−22.2% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.16K | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.59K | 0.00% | −3−21.4% | Reduced |
| Private Trust Co NA | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 145 | $2.38K | 0.01% | +145 | New |
| Huntington National Bank | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 19 | $2.75K | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 23 | $3.33K | 0.00% | +10+76.9% | Added |
| JFS Wealth Advisors, LLC | 29 | $4.20K | 0.00% | −1−3.3% | Reduced |
| Hillsdale Investment Management Inc. | 30 | $4.34K | 0.00% | −6,270−99.5% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $4.51K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $5.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $9.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $9.27K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $12.0K | 0.01% | −293−78.6% | Reduced |
| Massmutual Trust Co FSB | 96 | $13.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 97 | $14.1K | 0.01% | +36+59.0% | Added |
| First Horizon Advisors, Inc. | 101 | $14.6K | 0.00% | +13+14.8% | Added |
| TD Capital Management LLC | 103 | $14.8K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 106 | $15.4K | 0.01% | +106 | New |
| Key Financial Inc | 115 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 131 | $19.0K | 0.00% | +131 | New |
| Lindbrook Capital, LLC | 134 | $19.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 141 | $20.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $21.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 158 | $22.9K | 0.00% | −108−40.6% | Reduced |
| TD Waterhouse Canada Inc. | 168 | $24.2K | 0.00% | +147+700.0% | Added |
| FinTrust Capital Advisors, LLC | 195 | $24.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 175 | $25.3K | 0.00% | −130−42.6% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $27.7K | 0.00% | +14+7.9% | Added |
| Fifth Third Bancorp | 201 | $29.1K | 0.00% | −39−16.3% | Reduced |
| Proequities, Inc. | 206 | $29.8K | 0.00% | +18+9.6% | Added |
| TD Private Client Wealth LLC | 384 | $55.6K | 0.00% | +28+7.9% | Added |
| Versant Capital Management, Inc | 397 | $57.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 450 | $65.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 470 | $68.1K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $72.4K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 504 | $73.0K | 0.00% | +46+10.0% | Added |
| Public Employees Retirement System of Ohio | 512 | $74.0K | 0.00% | −41−7.4% | Reduced |
| USA Financial Portformulas Corp | 518 | $75.0K | 0.12% | −23−4.3% | Reduced |
| Natixis Investment Managers International | 643 | $93.1K | 0.01% | −40−5.9% | Reduced |
| Johnson Financial Group, Inc. | 748 | $108.3K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 753 | $109.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 780 | $113.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 795 | $115.1K | 0.02% | +795 | New |
| Virtus Fund Advisers, LLC | 850 | $123.1K | 0.87% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $159.0K | 0.01% | +1,100 | New |
| Central Trust Co | 1,135 | $164.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,143 | $165.5K | 0.02% | −149−11.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,143 | $174.4K | 0.01% | −139−10.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,230 | $178.1K | 0.00% | +1,230 | New |
| Harvest Fund Management Co., Ltd | 1,249 | $181.0K | 0.04% | −765−38.0% | Reduced |
| Quadrant Capital Group LLC | 1,341 | $194.2K | 0.02% | −195−12.7% | Reduced |
| Origin Asset Management LLP | 1,417 | $205.2K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,478 | $214.1K | 0.02% | +2+0.1% | Added |
| Vestcor Inc | 1,487 | $215.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,494 | $216.4K | 0.02% | +572+62.0% | Added |
| Bayesian Capital Management, LP | 1,522 | $220.4K | 0.02% | −2,983−66.2% | Reduced |
| Horizon Investment Services, LLC | 1,556 | $225.4K | 0.14% | +1,556 | New |
| Sequoia Financial Advisors, LLC | 1,559 | $225.8K | 0.00% | +1+0.1% | Added |
| Mariner, LLC | 1,595 | $231.0K | 0.00% | +76+5.0% | Added |
| JustInvest LLC | 1,615 | $233.9K | 0.01% | +1+0.1% | Added |
| Brinker Capital Investments, LLC | 1,626 | $235.5K | 0.00% | +16+1.0% | Added |
| Orion Portfolio Solutions, LLC | 1,626 | $235.5K | 0.00% | +16+1.0% | Added |
| Guggenheim Capital LLC | 1,634 | $236.7K | 0.00% | −1,296−44.2% | Reduced |
| Aigen Investment Management, LP | 1,644 | $238.1K | 0.04% | −4,635−73.8% | Reduced |
| Foundry Partners, LLC | 1,730 | $250.6K | 0.02% | −1,245−41.8% | Reduced |
| Diversified Trust Co | 1,762 | $255.2K | 0.01% | +62+3.6% | Added |
| Coldstream Capital Management Inc | 1,771 | $256.5K | 0.01% | +23+1.3% | Added |
| Riverwater Partners LLC | 1,774 | $256.9K | 0.23% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,815 | $262.9K | 0.05% | +1,815 | New |
| GW Henssler & Associates Ltd | 1,855 | $268.7K | 0.02% | −700−27.4% | Reduced |
| State of Wyoming | 1,871 | $271.0K | 0.08% | −15−0.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,905 | $275.9K | 0.06% | +1,905 | New |
| CenterBook Partners LP | 1,906 | $276.0K | 0.03% | +1,906 | New |
| Private Advisor Group, LLC | 1,912 | $276.9K | 0.00% | +1,912 | New |
| Axq Capital, LP | 1,913 | $277.1K | 0.34% | +1,913 | New |
| Boothbay Fund Management, LLC | 1,914 | $277.2K | 0.01% | +1,914 | New |
| Penobscot Investment Management Company, Inc. | 1,930 | $279.5K | 0.05% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,958 | $283.6K | 0.01% | +310+18.8% | Added |
| Evergreen Capital Management LLC | 1,959 | $283.7K | 0.01% | +109+5.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,996 | $289.0K | 0.03% | −114−5.4% | Reduced |
| Bank of Stockton | 2,000 | $289.7K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 2,058 | $298.0K | 0.31% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,066 | $299.4K | 0.00% | +41+2.0% | Added |
| Innovis Asset Management LLC | 2,080 | $301.2K | 0.11% | +13+0.6% | Added |