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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 2,054 | $317.6K | 0.01% | +95+4.8% | Added |
| Innovis Asset Management LLC | 2,080 | $321.6K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,102 | $325.0K | 0.00% | +190+9.9% | Added |
| Bayesian Capital Management, LP | 2,118 | $327.5K | 0.04% | +596+39.2% | Added |
| Jane Street Group, LLC | 2,127 | $328.9K | 0.00% | −3,637−63.1% | Reduced |
| Foundry Partners, LLC | 2,139 | $330.7K | 0.02% | +409+23.6% | Added |
| Fox Run Management, L.L.C. | 2,172 | $335.8K | 0.10% | +2,172 | New |
| Horizon Investment Services, LLC | 2,174 | $336.1K | 0.20% | +618+39.7% | Added |
| Profund Advisors LLC | 2,175 | $336.3K | 0.02% | −107−4.7% | Reduced |
| XTX Topco Ltd | 2,176 | $336.4K | 0.06% | +361+19.9% | Added |
| APG Asset Management N.V. | 2,200 | $340.1K | 0.00% | +2,200 | New |
| Miller Howard Investments Inc | 2,211 | $341.8K | 0.01% | −4−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,219 | $343.1K | 0.10% | +24+1.1% | Added |
| Metropolitan Life Insurance Co | 2,221 | $343.4K | 0.02% | +124+5.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,225 | $344.0K | 0.04% | +229+11.5% | Added |
| Keybank National Association | 2,233 | $345.2K | 0.00% | +19+0.9% | Added |
| Brown Advisory Inc | 2,250 | $347.9K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,287 | $353.6K | 0.00% | +12+0.5% | Added |
| Lazard Asset Management LLC | 2,338 | $360.0K | 0.00% | −11,321−82.9% | Reduced |
| Eqis Capital Management, Inc. | 2,374 | $367.1K | 0.04% | −225−8.7% | Reduced |
| Ancora Advisors, LLC | 2,375 | $367.2K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,377 | $367.5K | 0.06% | −43−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,397 | $370.6K | 0.08% | +492+25.8% | Added |
| Toroso Investments, LLC | 2,413 | $373.1K | 0.01% | +2,413 | New |
| GWM Advisors LLC | 2,452 | $379.1K | 0.00% | −96−3.8% | Reduced |
| Pearl River Capital, LLC | 2,466 | $381.3K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,474 | $382.0K | 0.00% | −9−0.4% | Reduced |
| Sendero Wealth Management, LLC | 2,473 | $382.4K | 0.08% | −247−9.1% | Reduced |
| Mercer Global Advisors Inc | 2,496 | $386.0K | 0.00% | +110+4.6% | Added |
| CI Private Wealth, LLC | 2,498 | $386.2K | 0.00% | +2,498 | New |
| New York Life Investment Management LLC | 2,501 | $386.7K | 0.00% | −399−13.8% | Reduced |
| Mackenzie Financial Corp | 2,529 | $390.0K | 0.00% | −102−3.9% | Reduced |
| Shell Asset Management Co | 2,534 | $392.0K | 0.02% | −39−1.5% | Reduced |
| State of Wyoming | 2,553 | $394.7K | 0.08% | +682+36.5% | Added |
| Lido Advisors, LLC | 2,584 | $399.6K | 0.00% | +244+10.4% | Added |
| Diametric Capital, LP | 2,632 | $406.9K | 0.17% | +2,632 | New |
| Navellier & Associates Inc | 2,697 | $417.0K | 0.07% | +208+8.4% | Added |
| Ethic Inc. | 2,721 | $420.7K | 0.01% | −117−4.1% | Reduced |
| Cetera Advisor Networks LLC | 2,737 | $423.2K | 0.00% | +596+27.8% | Added |
| Duality Advisers, LP | 2,859 | $442.0K | 0.05% | −6,628−69.9% | Reduced |
| Delta Capital Management LLC | 2,905 | $449.0K | 0.34% | −820−22.0% | Reduced |
| Cantor Fitzgerald, L. P. | 2,972 | $459.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,972 | $459.5K | 0.01% | +332+12.6% | Added |
| Creative Planning | 3,070 | $474.7K | 0.00% | +671+28.0% | Added |
| Legato Capital Management LLC | 3,095 | $478.5K | 0.07% | −305−9.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,130 | $483.9K | 0.07% | +1,200+62.2% | Added |
| Pitcairn Co | 3,138 | $485.2K | 0.04% | +3,138 | New |
| Advisor Group Holdings, Inc. | 3,155 | $488.0K | 0.00% | +1,089+52.7% | Added |
| Crossmark Global Holdings, Inc. | 3,097 | $489.0K | 0.01% | −92−2.9% | Reduced |
| Isthmus Partners, LLC | 3,200 | $494.8K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 3,219 | $498.0K | 0.00% | −5−0.2% | Reduced |
| Quantinno Capital Management LP | 3,290 | $509.0K | 0.02% | −171−4.9% | Reduced |
| NEOS Investment Management LLC | 3,456 | $534.3K | 0.07% | +3,456 | New |
| Campbell & CO Investment Adviser LLC | 3,525 | $545.0K | 0.07% | −2,637−42.8% | Reduced |
| Meritage Portfolio Management | 3,565 | $551.0K | 0.04% | −120−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,585 | $554.0K | 0.00% | +3,585 | New |
| Advisors Asset Management, Inc. | 3,646 | $563.7K | 0.01% | +3,646 | New |
| Ameritas Investment Partners, Inc. | 3,837 | $593.2K | 0.02% | +648+20.3% | Added |
| Meeder Asset Management Inc | 3,935 | $608.4K | 0.05% | +3,897+10,255.3% | Added |
| Cinctive Capital Management LP | 4,158 | $642.9K | 0.04% | +4,158 | New |
| Public Employees Retirement Association of Colorado | 4,177 | $646.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,292 | $663.6K | 0.03% | +114+2.7% | Added |
| Vestcor Inc | 4,367 | $675.0K | 0.02% | +2,880+193.7% | Added |
| Sciencast Management LP | 4,370 | $675.6K | 0.31% | +4,370 | New |
| Pictet Asset Management Holding SA | 4,374 | $676.3K | 0.00% | +4,374 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,435 | $685.7K | 0.00% | −131−2.9% | Reduced |
| Glenmede Trust Co NA | 4,461 | $689.7K | 0.00% | −1,184−21.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,508 | $697.1K | 0.00% | +12+0.3% | Added |
| Kanawha Capital Management LLC | 4,585 | $708.9K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,628 | $715.5K | 0.05% | −151−3.2% | Reduced |
| Csenge Advisory Group | 4,655 | $719.8K | 0.05% | +306+7.0% | Added |
| Measured Wealth Private Client Group, LLC | 4,707 | $727.7K | 0.29% | +307+7.0% | Added |
| Sheets Smith Wealth Management | 4,839 | $748.2K | 0.11% | +117+2.5% | Added |
| Amundi | 4,851 | $773.4K | 0.00% | −57−1.2% | Reduced |
| Bank of Montreal | 5,266 | $828.2K | 0.00% | −118−2.2% | Reduced |
| Captrust Financial Advisors | 5,697 | $880.8K | 0.00% | −1,207−17.5% | Reduced |
| Ifrah Financial Services, Inc. | 6,070 | $938.5K | 0.29% | −117−1.9% | Reduced |
| Rathbone Brothers plc | 6,100 | $943.1K | 0.01% | +6,100 | New |
| QRG Capital Management, Inc. | 6,294 | $973.1K | 0.02% | +6,294 | New |
| Commonwealth Equity Services, LLC | 6,321 | $977.0K | 0.00% | +30+0.5% | Added |
| Henshaw Capital LLC | 6,327 | $978.2K | 0.06% | +2,366+59.7% | Added |
| Everence Capital Management Inc | 6,700 | $1.04M | 0.08% | −830−11.0% | Reduced |
| Mutual of America Capital Management LLC | 6,775 | $1.05M | 0.01% | −776−10.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,992 | $1.08M | 0.46% | −7−0.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,080 | $1.09M | 0.11% | +4,380+162.2% | Added |
| Van Eck Associates Corp | 7,757 | $1.20M | 0.00% | +2,325+42.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,895 | $1.22M | 0.01% | +455+6.1% | Added |
| Handelsinvest Investeringsforvaltning | 8,000 | $1.24M | 0.43% | −14,800−64.9% | Reduced |
| Two Sigma Advisers, LP | 8,400 | $1.30M | 0.00% | +5,600+200.0% | Added |
| CX Institutional | 8,596 | $1.33M | 0.07% | −23,838−73.5% | Reduced |
| Dana Investment Advisors, Inc. | 8,884 | $1.37M | 0.07% | +8,884 | New |
| MAI Capital Management | 9,026 | $1.40M | 0.02% | +8+0.1% | Added |
| HighTower Advisors, LLC | 9,773 | $1.51M | 0.00% | +313+3.3% | Added |
| Pathstone Family Office, LLC | 9,792 | $1.51M | 0.01% | +3,004+44.3% | Added |
| Pinnacle Associates Ltd | 9,933 | $1.54M | 0.03% | +77+0.8% | Added |
| Prescott Group Capital Management, L.L.C. | 10,000 | $1.55M | 0.34% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $1.55M | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,000 | $1.55M | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11,015 | $1.59M | 0.02% | +293+2.7% | Added |
| Jump Financial, LLC | 10,350 | $1.60M | 0.06% | +10,350 | New |