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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 1,644 | $254.2K | 0.00% | +18+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,625 | $251.2K | 0.00% | +1,625 | New |
| CAPROCK Group, Inc. | 1,617 | $250.1K | 0.02% | +139+9.4% | Added |
| Baird Financial Group, Inc. | 1,614 | $249.5K | 0.00% | −8,566−84.1% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 1,566 | $242.1K | 0.01% | +1,566 | New |
| Petrus Trust Company, LTA | 1,538 | $237.8K | 0.03% | +1,538 | New |
| ExodusPoint Capital Management, LP | 1,520 | $235.0K | 0.00% | −19,598−92.8% | Reduced |
| Veriti Management LLC | 1,510 | $233.5K | 0.03% | +1,510 | New |
| Ellevest, Inc. | 1,483 | $229.3K | 0.02% | −11−0.7% | Reduced |
| Dakota Wealth Management | 1,389 | $214.8K | 0.01% | +1,389 | New |
| Fifth Third Bancorp | 1,367 | $211.4K | 0.00% | +1,166+580.1% | Added |
| Cetera Advisors LLC | 1,329 | $205.5K | 0.00% | +1,329 | New |
| United Capital Financial Advisers, LLC | 1,323 | $204.6K | 0.00% | +1,323 | New |
| Harvest Fund Management Co., Ltd | 1,249 | $193.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,143 | $182.2K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,143 | $176.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $175.5K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,007 | $155.7K | 1.10% | +157+18.5% | Added |
| Point72 Asset Management, L.P. | 937 | $144.9K | 0.00% | +936+93,600.0% | Added |
| KBC Group NV | 859 | $133.0K | 0.00% | −2,153−71.5% | Reduced |
| Ostrum Asset Management | 673 | $104.1K | 0.01% | −80−10.6% | Reduced |
| Natixis Investment Managers International | 603 | $93.2K | 0.01% | −40−6.2% | Reduced |
| Johnson Financial Group, Inc. | 585 | $90.4K | 0.01% | −163−21.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 581 | $89.8K | 0.00% | +581 | New |
| USA Financial Portformulas Corp | 518 | $80.1K | 0.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 512 | $79.0K | 0.00% | +8+1.6% | Added |
| Archer Investment Corp | 500 | $77.3K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $77.0K | 0.00% | −600−54.5% | Reduced |
| C M Bidwell & Associates Ltd | 497 | $76.8K | 0.06% | +27+5.7% | Added |
| Public Employees Retirement System of Ohio | 474 | $73.0K | 0.00% | −38−7.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 450 | $69.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 397 | $61.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 358 | $55.4K | 0.00% | −26−6.8% | Reduced |
| Legacy Financial Group LLC | 337 | $52.1K | 0.01% | +337 | New |
| NBC Securities, Inc. | 260 | $40.0K | 0.00% | +260 | New |
| FinTrust Capital Advisors, LLC | 230 | $35.6K | 0.01% | +35+17.9% | Added |
| Proequities, Inc. | 206 | $31.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 202 | $31.2K | 0.00% | +183+963.2% | Added |
| EverSource Wealth Advisors, LLC | 194 | $30.0K | 0.00% | +3+1.6% | Added |
| Toth Financial Advisory Corp | 175 | $27.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 168 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $24.4K | 0.00% | +57+56.4% | Added |
| Nomura Asset Management Co Ltd | 150 | $23.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $22.9K | 0.00% | +85+134.9% | Added |
| Parkside Financial Bank & Trust | 140 | $21.6K | 0.01% | −1−0.7% | Reduced |
| Smithfield Trust Co | 135 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $20.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $20.3K | 0.00% | +131 | New |
| Key Financial Inc | 115 | $17.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 103 | $16.0K | 0.01% | +6+6.2% | Added |
| TD Capital Management LLC | 103 | $15.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 96 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $11.0K | 0.01% | −7−8.8% | Reduced |
| LGT Financial Advisors LLC | 70 | $10.8K | 0.01% | +70 | New |
| Bell Investment Advisors, Inc | 62 | $9.59K | 0.00% | −2−3.1% | Reduced |
| GW&K Investment Management, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 47 | $7.27K | 0.00% | +47 | New |
| Hanseatic Management Services Inc | 41 | $6.34K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $6.18K | 0.00% | +10+33.3% | Added |
| Hexagon Capital Partners LLC | 39 | $6.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 33 | $5.10K | 0.00% | +19+135.7% | Added |
| Global Retirement Partners, LLC | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $4.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $4.17K | 0.00% | −3−10.0% | Reduced |
| Steward Financial Group LLC | 27 | $4.00K | 0.00% | +27 | New |
| Farther Finance Advisors, LLC | 23 | $3.56K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 22 | $3.40K | 0.00% | −84−79.2% | Reduced |
| Clearstead Advisors, LLC | 20 | $3.09K | 0.00% | +20 | New |
| RFP Financial Group LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.86K | 0.00% | +1+9.1% | Added |
| Allworth Financial LP | 11 | $1.70K | 0.00% | +10+1,000.0% | Added |
| AdvisorNet Financial, Inc | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $928 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $464 | 0.00% | +3 | New |
| Assetmark, Inc | 2 | $309 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −167,529−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −41,871−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −19,180−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,292−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,197−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |