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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 6,327 | $978.2K | 0.06% | +2,366+59.7% | Added |
| Commonwealth Equity Services, LLC | 6,321 | $977.0K | 0.00% | +30+0.5% | Added |
| QRG Capital Management, Inc. | 6,294 | $973.1K | 0.02% | +6,294 | New |
| Rathbone Brothers plc | 6,100 | $943.1K | 0.01% | +6,100 | New |
| Ifrah Financial Services, Inc. | 6,070 | $938.5K | 0.29% | −117−1.9% | Reduced |
| Captrust Financial Advisors | 5,697 | $880.8K | 0.00% | −1,207−17.5% | Reduced |
| Bank of Montreal | 5,266 | $828.2K | 0.00% | −118−2.2% | Reduced |
| Amundi | 4,851 | $773.4K | 0.00% | −57−1.2% | Reduced |
| Sheets Smith Wealth Management | 4,839 | $748.2K | 0.11% | +117+2.5% | Added |
| Measured Wealth Private Client Group, LLC | 4,707 | $727.7K | 0.29% | +307+7.0% | Added |
| Csenge Advisory Group | 4,655 | $719.8K | 0.05% | +306+7.0% | Added |
| Level Four Advisory Services, LLC | 4,628 | $715.5K | 0.05% | −151−3.2% | Reduced |
| Kanawha Capital Management LLC | 4,585 | $708.9K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,508 | $697.1K | 0.00% | +12+0.3% | Added |
| Glenmede Trust Co NA | 4,461 | $689.7K | 0.00% | −1,184−21.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,435 | $685.7K | 0.00% | −131−2.9% | Reduced |
| Pictet Asset Management Holding SA | 4,374 | $676.3K | 0.00% | +4,374 | New |
| Sciencast Management LP | 4,370 | $675.6K | 0.31% | +4,370 | New |
| Vestcor Inc | 4,367 | $675.0K | 0.02% | +2,880+193.7% | Added |
| Hancock Whitney Corp | 4,292 | $663.6K | 0.03% | +114+2.7% | Added |
| Public Employees Retirement Association of Colorado | 4,177 | $646.0K | 0.00% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 4,158 | $642.9K | 0.04% | +4,158 | New |
| Meeder Asset Management Inc | 3,935 | $608.4K | 0.05% | +3,897+10,255.3% | Added |
| Ameritas Investment Partners, Inc. | 3,837 | $593.2K | 0.02% | +648+20.3% | Added |
| Advisors Asset Management, Inc. | 3,646 | $563.7K | 0.01% | +3,646 | New |
| Arrowstreet Capital, Limited Partnership | 3,585 | $554.0K | 0.00% | +3,585 | New |
| Meritage Portfolio Management | 3,565 | $551.0K | 0.04% | −120−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,525 | $545.0K | 0.07% | −2,637−42.8% | Reduced |
| NEOS Investment Management LLC | 3,456 | $534.3K | 0.07% | +3,456 | New |
| Quantinno Capital Management LP | 3,290 | $509.0K | 0.02% | −171−4.9% | Reduced |
| CWM, LLC | 3,219 | $498.0K | 0.00% | −5−0.2% | Reduced |
| Isthmus Partners, LLC | 3,200 | $494.8K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,097 | $489.0K | 0.01% | −92−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,155 | $488.0K | 0.00% | +1,089+52.7% | Added |
| Pitcairn Co | 3,138 | $485.2K | 0.04% | +3,138 | New |
| Penobscot Investment Management Company, Inc. | 3,130 | $483.9K | 0.07% | +1,200+62.2% | Added |
| Legato Capital Management LLC | 3,095 | $478.5K | 0.07% | −305−9.0% | Reduced |
| Creative Planning | 3,070 | $474.7K | 0.00% | +671+28.0% | Added |
| 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 |
| Delta Capital Management LLC | 2,905 | $449.0K | 0.34% | −820−22.0% | Reduced |
| Duality Advisers, LP | 2,859 | $442.0K | 0.05% | −6,628−69.9% | Reduced |
| Cetera Advisor Networks LLC | 2,737 | $423.2K | 0.00% | +596+27.8% | Added |
| Ethic Inc. | 2,721 | $420.7K | 0.01% | −117−4.1% | Reduced |
| Navellier & Associates Inc | 2,697 | $417.0K | 0.07% | +208+8.4% | Added |
| Diametric Capital, LP | 2,632 | $406.9K | 0.17% | +2,632 | New |
| Lido Advisors, LLC | 2,584 | $399.6K | 0.00% | +244+10.4% | Added |
| State of Wyoming | 2,553 | $394.7K | 0.08% | +682+36.5% | Added |
| Shell Asset Management Co | 2,534 | $392.0K | 0.02% | −39−1.5% | Reduced |
| Mackenzie Financial Corp | 2,529 | $390.0K | 0.00% | −102−3.9% | Reduced |
| New York Life Investment Management LLC | 2,501 | $386.7K | 0.00% | −399−13.8% | Reduced |
| CI Private Wealth, LLC | 2,498 | $386.2K | 0.00% | +2,498 | New |
| Mercer Global Advisors Inc | 2,496 | $386.0K | 0.00% | +110+4.6% | Added |
| Sendero Wealth Management, LLC | 2,473 | $382.4K | 0.08% | −247−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,474 | $382.0K | 0.00% | −9−0.4% | Reduced |
| Pearl River Capital, LLC | 2,466 | $381.3K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,452 | $379.1K | 0.00% | −96−3.8% | Reduced |
| Toroso Investments, LLC | 2,413 | $373.1K | 0.01% | +2,413 | New |
| Linden Thomas Advisory Services, LLC | 2,397 | $370.6K | 0.08% | +492+25.8% | Added |
| Essex Investment Management Co LLC | 2,377 | $367.5K | 0.06% | −43−1.8% | Reduced |
| Ancora Advisors, LLC | 2,375 | $367.2K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,374 | $367.1K | 0.04% | −225−8.7% | Reduced |
| Lazard Asset Management LLC | 2,338 | $360.0K | 0.00% | −11,321−82.9% | Reduced |
| Xponance, Inc. | 2,287 | $353.6K | 0.00% | +12+0.5% | Added |
| Brown Advisory Inc | 2,250 | $347.9K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,233 | $345.2K | 0.00% | +19+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,225 | $344.0K | 0.04% | +229+11.5% | Added |
| Metropolitan Life Insurance Co | 2,221 | $343.4K | 0.02% | +124+5.9% | Added |
| Contravisory Investment Management, Inc. | 2,219 | $343.1K | 0.10% | +24+1.1% | Added |
| Miller Howard Investments Inc | 2,211 | $341.8K | 0.01% | −4−0.2% | Reduced |
| APG Asset Management N.V. | 2,200 | $340.1K | 0.00% | +2,200 | New |
| XTX Topco Ltd | 2,176 | $336.4K | 0.06% | +361+19.9% | Added |
| Profund Advisors LLC | 2,175 | $336.3K | 0.02% | −107−4.7% | Reduced |
| Horizon Investment Services, LLC | 2,174 | $336.1K | 0.20% | +618+39.7% | Added |
| Fox Run Management, L.L.C. | 2,172 | $335.8K | 0.10% | +2,172 | New |
| Foundry Partners, LLC | 2,139 | $330.7K | 0.02% | +409+23.6% | Added |
| Jane Street Group, LLC | 2,127 | $328.9K | 0.00% | −3,637−63.1% | Reduced |
| Bayesian Capital Management, LP | 2,118 | $327.5K | 0.04% | +596+39.2% | Added |
| Private Advisor Group, LLC | 2,102 | $325.0K | 0.00% | +190+9.9% | Added |
| Innovis Asset Management LLC | 2,080 | $321.6K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,054 | $317.6K | 0.01% | +95+4.8% | Added |
| Mariner, LLC | 2,038 | $315.2K | 0.00% | +443+27.8% | Added |
| Advisor Partners II, LLC | 2,010 | $310.8K | 0.01% | +52+2.7% | Added |
| Bank of Stockton | 2,000 | $309.9K | 0.12% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,980 | $306.1K | 0.05% | +1,980 | New |
| CWM Advisors, LLC | 1,979 | $305.9K | 0.04% | −195−9.0% | Reduced |
| JustInvest LLC | 1,939 | $299.8K | 0.01% | +324+20.1% | Added |
| Shelton Capital Management | 1,887 | $291.7K | 0.01% | −216−10.3% | Reduced |
| Summit Trail Advisors, LLC | 1,857 | $287.1K | 0.01% | −490−20.9% | Reduced |
| AlphaMark Advisors, LLC | 1,858 | $287.0K | 0.12% | +1,858 | New |
| Diversified Trust Co | 1,792 | $277.1K | 0.01% | +30+1.7% | Added |
| Coldstream Capital Management Inc | 1,771 | $273.8K | 0.01% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 1,754 | $271.2K | 0.06% | +1,754 | New |
| Cim Investment Mangement Inc | 1,752 | $270.9K | 0.10% | +1,752 | New |
| Dark Forest Capital Management LP | 1,737 | $268.6K | 0.02% | +1,737 | New |
| GW Henssler & Associates Ltd | 1,727 | $267.0K | 0.02% | −128−6.9% | Reduced |
| Truist Financial Corp | 1,666 | $257.6K | 0.00% | +1,666 | New |
| Sequoia Financial Advisors, LLC | 1,652 | $255.4K | 0.00% | +93+6.0% | Added |
| Quadrant Capital Group LLC | 1,650 | $255.1K | 0.03% | +309+23.0% | Added |
| Brinker Capital Investments, LLC | 1,644 | $254.2K | 0.00% | +18+1.1% | Added |