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, Q4 2023
Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 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
- 388
- +12 vs. Q3 2023
- Shares held
- 36.3M
- +15.6K (0.0%) vs. Q3 2023
- Total value
- $6.27B
- +$653.2M (+11.6%) vs. Q3 2023
- New holders
- 47
- 141 more added
- Sold out
- 35
- 143 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $517 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.55K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $1.73K | 0.00% | +2+25.0% | Added |
| SJS Investment Consulting Inc. | 14 | $2.42K | 0.00% | +2+16.7% | Added |
| SYSTM Wealth Solutions LLC | 15 | $2.59K | 0.00% | +15 | New |
| Arlington Trust Co LLC | 16 | $2.76K | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 24 | $4.14K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 27 | $4.66K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 28 | $4.83K | 0.01% | +6+27.3% | Added |
| JFS Wealth Advisors, LLC | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $5.35K | 0.00% | −2−6.1% | Reduced |
| Global Retirement Partners, LLC | 33 | $5.58K | 0.00% | +2+6.5% | Added |
| Hexagon Capital Partners LLC | 36 | $6.22K | 0.00% | −3−7.7% | Reduced |
| Allworth Financial LP | 36 | $6.22K | 0.00% | +25+227.3% | Added |
| Private Wealth Management Group, LLC | 36 | $6.22K | 0.00% | +36 | New |
| Hillsdale Investment Management Inc. | 40 | $6.91K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 41 | $7.08K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 50 | $8.52K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $9.84K | 0.00% | −83−59.3% | Reduced |
| Quarry LP | 58 | $10.0K | 0.01% | +58 | New |
| Bell Investment Advisors, Inc | 61 | $10.5K | 0.00% | −1−1.6% | Reduced |
| Point72 Europe (London) LLP | 63 | $10.9K | 0.00% | +63 | New |
| LGT Financial Advisors LLC | 70 | $12.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $13.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 79 | $13.6K | 0.00% | +79 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 91 | $15.7K | 0.00% | +91 | New |
| Umb Bank N A | 95 | $16.4K | 0.00% | −36−27.5% | Reduced |
| Massmutual Trust Co FSB | 98 | $16.9K | 0.00% | +2+2.1% | Added |
| Farther Finance Advisors, LLC | 102 | $17.6K | 0.00% | +79+343.5% | Added |
| TD Capital Management LLC | 103 | $17.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $18.7K | 0.01% | +5+4.9% | Added |
| Parallel Advisors, LLC | 111 | $19.2K | 0.00% | +64+136.2% | Added |
| Key Financial Inc | 115 | $19.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $25.1K | 0.00% | −3−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $25.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $25.9K | 0.01% | +150 | New |
| Lindbrook Capital, LLC | 154 | $26.6K | 0.00% | +20+14.9% | Added |
| TD Waterhouse Canada Inc. | 168 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 172 | $29.7K | 0.00% | +14+8.9% | Added |
| Toth Financial Advisory Corp | 175 | $30.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 181 | $31.3K | 0.00% | −13−6.7% | Reduced |
| Huntington National Bank | 212 | $36.6K | 0.00% | +10+5.0% | Added |
| Proequities, Inc. | 223 | $38.5K | 0.00% | +17+8.3% | Added |
| FinTrust Capital Advisors, LLC | 230 | $39.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 265 | $45.8K | 0.00% | −408−60.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 315 | $54.4K | 0.01% | +315 | New |
| Versant Capital Management, Inc | 327 | $56.5K | 0.02% | −70−17.6% | Reduced |
| Ci Investments Inc. | 394 | $68.0K | 0.00% | −118−23.0% | Reduced |
| C M Bidwell & Associates Ltd | 457 | $78.9K | 0.06% | −40−8.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 490 | $84.6K | 0.00% | +40+8.9% | Added |
| TD Private Client Wealth LLC | 498 | $86.0K | 0.00% | +140+39.1% | Added |
| GAMMA Investing LLC | 488 | $86.1K | 0.02% | +488 | New |
| Archer Investment Corp | 500 | $86.3K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 575 | $99.0K | 0.00% | +575 | New |
| Northwestern Mutual Wealth Management Co | 581 | $100.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 585 | $101.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 603 | $104.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 608 | $105.0K | 0.00% | +608 | New |
| Virtus Fund Advisers, LLC | 677 | $116.9K | 0.73% | −330−32.8% | Reduced |
| KBC Group NV | 859 | $148.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $155.0K | 0.00% | +400+80.0% | Added |
| GHP Investment Advisors, Inc. | 1,100 | $190.0K | 0.01% | −43−3.8% | Reduced |
| Central Trust Co | 1,135 | $196.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,143 | $197.4K | 0.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,167 | $201.5K | 0.02% | +1,167 | New |
| GTS Securities LLC | 1,198 | $206.9K | 0.00% | +1,198 | New |
| Consolidated Planning Corp | 1,209 | $208.8K | 0.04% | +1,209 | New |
| Brevan Howard Capital Management LP | 1,217 | $210.2K | 0.02% | +1,217 | New |
| Riverwater Partners LLC | 1,230 | $212.4K | 0.17% | +1,230 | New |
| Park Avenue Securities LLC | 1,237 | $214.0K | 0.00% | +1,237 | New |
| CAPROCK Group, Inc. | 1,294 | $223.5K | 0.01% | −323−20.0% | Reduced |
| Point72 Middle East FZE | 1,323 | $228.5K | 0.02% | +1,323 | New |
| Cetera Advisors LLC | 1,333 | $230.3K | 0.00% | +4+0.3% | Added |
| Twinbeech Capital LP | 1,361 | $235.0K | 0.00% | +1,361 | New |
| Keybank National Association | 1,368 | $236.2K | 0.00% | −865−38.7% | Reduced |
| Dakota Wealth Management | 1,374 | $237.3K | 0.01% | −15−1.1% | Reduced |
| Lido Advisors, LLC | 1,461 | $252.3K | 0.00% | −1,123−43.5% | Reduced |
| Two Sigma Securities, LLC | 1,482 | $255.9K | 0.01% | −84−5.4% | Reduced |
| SG Americas Securities, LLC | 1,504 | $260.0K | 0.00% | −23,937−94.1% | Reduced |
| Cresset Asset Management, LLC | 1,545 | $266.8K | 0.00% | +1,545 | New |
| Ellevest, Inc. | 1,564 | $270.1K | 0.02% | +81+5.5% | Added |
| Brinker Capital Investments, LLC | 1,713 | $286.5K | 0.00% | +69+4.2% | Added |
| Orion Portfolio Solutions, LLC | 1,713 | $286.5K | 0.00% | +69+4.2% | Added |
| Baird Financial Group, Inc. | 1,681 | $290.3K | 0.00% | +67+4.2% | Added |
| Sequoia Financial Advisors, LLC | 1,686 | $291.2K | 0.00% | +34+2.1% | Added |
| Engineers Gate Manager LP | 1,694 | $292.5K | 0.01% | −41,469−96.1% | Reduced |
| Sapient Capital LLC | 1,702 | $293.9K | 0.01% | +1,702 | New |
| Veriti Management LLC | 1,734 | $299.4K | 0.03% | +224+14.8% | Added |
| Cim Investment Mangement Inc | 1,752 | $302.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,779 | $307.2K | 0.03% | +129+7.8% | Added |
| Coldstream Capital Management Inc | 1,789 | $308.9K | 0.01% | +18+1.0% | Added |