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, 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 | 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, 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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 518 | $75.0K | 0.12% | −23−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 512 | $74.0K | 0.00% | −41−7.4% | Reduced |
| Ci Investments Inc. | 504 | $73.0K | 0.00% | +46+10.0% | Added |
| Archer Investment Corp | 500 | $72.4K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 470 | $68.1K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 450 | $65.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $57.5K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 384 | $55.6K | 0.00% | +28+7.9% | Added |
| Proequities, Inc. | 206 | $29.8K | 0.00% | +18+9.6% | Added |
| Fifth Third Bancorp | 201 | $29.1K | 0.00% | −39−16.3% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $27.7K | 0.00% | +14+7.9% | Added |
| Toth Financial Advisory Corp | 175 | $25.3K | 0.00% | −130−42.6% | Reduced |
| FinTrust Capital Advisors, LLC | 195 | $24.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 168 | $24.2K | 0.00% | +147+700.0% | Added |
| Pinebridge Investments, L.P. | 158 | $22.9K | 0.00% | −108−40.6% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 141 | $20.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 131 | $19.0K | 0.00% | +131 | New |
| Key Financial Inc | 115 | $16.7K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 106 | $15.4K | 0.01% | +106 | New |
| TD Capital Management LLC | 103 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $14.6K | 0.00% | +13+14.8% | Added |
| Raleigh Capital Management Inc. | 97 | $14.1K | 0.01% | +36+59.0% | Added |
| Massmutual Trust Co FSB | 96 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $12.0K | 0.01% | −293−78.6% | Reduced |
| Bell Investment Advisors, Inc | 64 | $9.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $9.12K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $5.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $5.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $4.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 29 | $4.20K | 0.00% | −1−3.3% | Reduced |
| Farther Finance Advisors, LLC | 23 | $3.33K | 0.00% | +10+76.9% | Added |
| 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 |
| Sofos Investments, Inc. | 145 | $2.38K | 0.01% | +145 | New |
| Private Trust Co NA | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.59K | 0.00% | −3−21.4% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.16K | 0.00% | −1−11.1% | Reduced |
| Disciplined Investments, LLC | 7 | $1.01K | 0.00% | −2−22.2% | Reduced |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Baker Avenue Asset Management, LP | 6 | $869 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $869 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| 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 |
| Comerica Bank | 18,585 | $2 | 0.00% | +18,585 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −215,095−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −38,340−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −36,605−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −34,889−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −16,971−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,024−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,943−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |