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, Q3 2023
Institutional positions in Applied Industrial Technologies Inc as of Sep 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
- 381
- +30 vs. Q2 2023
- Shares held
- 36.3M
- +153.2K (+0.4%) vs. Q2 2023
- Total value
- $5.62B
- +$386.5M (+7.4%) vs. Q2 2023
- New holders
- 54
- 136 more added
- Sold out
- 24
- 132 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $309 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $464 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $1.70K | 0.00% | +10+1,000.0% | Added |
| SJS Investment Consulting Inc. | 12 | $1.86K | 0.00% | +1+9.1% | Added |
| RFP Financial Group LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $3.09K | 0.00% | +20 | New |
| West Tower Group, LLC | 22 | $3.40K | 0.00% | −84−79.2% | Reduced |
| Farther Finance Advisors, LLC | 23 | $3.56K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 27 | $4.00K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 27 | $4.17K | 0.00% | −3−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $4.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 33 | $5.10K | 0.00% | +19+135.7% | Added |
| Hexagon Capital Partners LLC | 39 | $6.03K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $6.18K | 0.00% | +10+33.3% | Added |
| Hanseatic Management Services Inc | 41 | $6.34K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 47 | $7.27K | 0.00% | +47 | New |
| GW&K Investment Management, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 62 | $9.59K | 0.00% | −2−3.1% | Reduced |
| LGT Financial Advisors LLC | 70 | $10.8K | 0.01% | +70 | New |
| Covestor Ltd | 73 | $11.0K | 0.01% | −7−8.8% | Reduced |
| Massmutual Trust Co FSB | 96 | $14.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $15.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 103 | $16.0K | 0.01% | +6+6.2% | Added |
| Key Financial Inc | 115 | $17.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $20.3K | 0.00% | +131 | New |
| Lindbrook Capital, LLC | 134 | $20.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $21.6K | 0.01% | −1−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $22.9K | 0.00% | +85+134.9% | Added |
| Nomura Asset Management Co Ltd | 150 | $23.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $24.4K | 0.00% | +57+56.4% | Added |
| TD Waterhouse Canada Inc. | 168 | $26.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 175 | $27.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 194 | $30.0K | 0.00% | +3+1.6% | Added |
| Huntington National Bank | 202 | $31.2K | 0.00% | +183+963.2% | Added |
| Proequities, Inc. | 206 | $31.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 230 | $35.6K | 0.01% | +35+17.9% | Added |
| NBC Securities, Inc. | 260 | $40.0K | 0.00% | +260 | New |
| Legacy Financial Group LLC | 337 | $52.1K | 0.01% | +337 | New |
| TD Private Client Wealth LLC | 358 | $55.4K | 0.00% | −26−6.8% | Reduced |
| Versant Capital Management, Inc | 397 | $61.4K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 450 | $69.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 474 | $73.0K | 0.00% | −38−7.4% | Reduced |
| C M Bidwell & Associates Ltd | 497 | $76.8K | 0.06% | +27+5.7% | Added |
| Aquatic Capital Management LLC | 500 | $77.0K | 0.00% | −600−54.5% | Reduced |
| Archer Investment Corp | 500 | $77.3K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 512 | $79.0K | 0.00% | +8+1.6% | Added |
| USA Financial Portformulas Corp | 518 | $80.1K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 581 | $89.8K | 0.00% | +581 | New |
| Johnson Financial Group, Inc. | 585 | $90.4K | 0.01% | −163−21.8% | Reduced |
| Natixis Investment Managers International | 603 | $93.2K | 0.01% | −40−6.2% | Reduced |
| Ostrum Asset Management | 673 | $104.1K | 0.01% | −80−10.6% | Reduced |
| KBC Group NV | 859 | $133.0K | 0.00% | −2,153−71.5% | Reduced |
| Point72 Asset Management, L.P. | 937 | $144.9K | 0.00% | +936+93,600.0% | Added |
| Virtus Fund Advisers, LLC | 1,007 | $155.7K | 1.10% | +157+18.5% | Added |
| Central Trust Co | 1,135 | $175.5K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,143 | $176.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,143 | $182.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,249 | $193.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,323 | $204.6K | 0.00% | +1,323 | New |
| Cetera Advisors LLC | 1,329 | $205.5K | 0.00% | +1,329 | New |
| Fifth Third Bancorp | 1,367 | $211.4K | 0.00% | +1,166+580.1% | Added |
| Dakota Wealth Management | 1,389 | $214.8K | 0.01% | +1,389 | New |
| Ellevest, Inc. | 1,483 | $229.3K | 0.02% | −11−0.7% | Reduced |
| Veriti Management LLC | 1,510 | $233.5K | 0.03% | +1,510 | New |
| ExodusPoint Capital Management, LP | 1,520 | $235.0K | 0.00% | −19,598−92.8% | Reduced |
| Petrus Trust Company, LTA | 1,538 | $237.8K | 0.03% | +1,538 | New |
| Two Sigma Securities, LLC | 1,566 | $242.1K | 0.01% | +1,566 | New |
| Boothbay Fund Management, LLC | 1,583 | $244.7K | 0.01% | −331−17.3% | Reduced |
| Guggenheim Capital LLC | 1,583 | $244.7K | 0.00% | −51−3.1% | Reduced |
| Baird Financial Group, Inc. | 1,614 | $249.5K | 0.00% | −8,566−84.1% | Reduced |
| CAPROCK Group, Inc. | 1,617 | $250.1K | 0.02% | +139+9.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,625 | $251.2K | 0.00% | +1,625 | New |
| Brinker Capital Investments, LLC | 1,644 | $254.2K | 0.00% | +18+1.1% | Added |
| Orion Portfolio Solutions, LLC | 1,644 | $254.2K | 0.00% | +18+1.1% | Added |
| Quadrant Capital Group LLC | 1,650 | $255.1K | 0.03% | +309+23.0% | Added |
| Sequoia Financial Advisors, LLC | 1,652 | $255.4K | 0.00% | +93+6.0% | Added |
| Truist Financial Corp | 1,666 | $257.6K | 0.00% | +1,666 | New |
| GW Henssler & Associates Ltd | 1,727 | $267.0K | 0.02% | −128−6.9% | Reduced |
| Dark Forest Capital Management LP | 1,737 | $268.6K | 0.02% | +1,737 | New |
| Cim Investment Mangement Inc | 1,752 | $270.9K | 0.10% | +1,752 | New |
| Pinkerton Retirement Specialists, LLC | 1,754 | $271.2K | 0.06% | +1,754 | New |
| Coldstream Capital Management Inc | 1,771 | $273.8K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 1,792 | $277.1K | 0.01% | +30+1.7% | Added |
| AlphaMark Advisors, LLC | 1,858 | $287.0K | 0.12% | +1,858 | New |
| Summit Trail Advisors, LLC | 1,857 | $287.1K | 0.01% | −490−20.9% | Reduced |
| Shelton Capital Management | 1,887 | $291.7K | 0.01% | −216−10.3% | Reduced |
| JustInvest LLC | 1,939 | $299.8K | 0.01% | +324+20.1% | Added |
| CWM Advisors, LLC | 1,979 | $305.9K | 0.04% | −195−9.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,980 | $306.1K | 0.05% | +1,980 | New |
| Bank of Stockton | 2,000 | $309.9K | 0.12% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,010 | $310.8K | 0.01% | +52+2.7% | Added |
| Mariner, LLC | 2,038 | $315.2K | 0.00% | +443+27.8% | Added |