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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 1,797 | $310.3K | 0.00% | +172+10.6% | Added |
| Shelton Capital Management | 1,805 | $311.7K | 0.01% | −82−4.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,854 | $320.0K | 0.05% | +605+48.4% | Added |
| Summit Trail Advisors, LLC | 1,890 | $326.4K | 0.01% | +33+1.8% | Added |
| Shell Asset Management Co | 1,949 | $337.0K | 0.02% | −585−23.1% | Reduced |
| Essex Investment Management Co LLC | 1,953 | $337.3K | 0.07% | −424−17.8% | Reduced |
| Evergreen Capital Management LLC | 1,958 | $338.1K | 0.01% | −96−4.7% | Reduced |
| Toroso Investments, LLC | 1,967 | $339.7K | 0.01% | −446−18.5% | Reduced |
| Fifth Third Bancorp | 1,999 | $345.2K | 0.00% | +632+46.2% | Added |
| Bank of Stockton | 2,000 | $350.0K | 0.12% | 00.0% | Unchanged |
| US Asset Management LLC | 2,065 | $357.0K | 0.35% | +2,065 | New |
| JustInvest LLC | 2,133 | $368.3K | 0.01% | +194+10.0% | Added |
| Metropolitan Life Insurance Co | 2,180 | $376.5K | 0.02% | −41−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,210 | $381.6K | 0.04% | −15−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 2,219 | $383.2K | 0.09% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 2,237 | $386.3K | 0.01% | +26+1.2% | Added |
| Two Sigma Investments, LP | 2,272 | $392.4K | 0.00% | −23,486−91.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,276 | $393.0K | 0.01% | +2,276 | New |
| Public Employees Retirement System of Ohio | 2,278 | $393.4K | 0.00% | +1,804+380.6% | Added |
| Brown Advisory Inc | 2,291 | $395.6K | 0.00% | +41+1.8% | Added |
| Profund Advisors LLC | 2,314 | $399.6K | 0.02% | +139+6.4% | Added |
| Xponance, Inc. | 2,343 | $404.6K | 0.00% | +56+2.4% | Added |
| Lazard Asset Management LLC | 2,354 | $406.0K | 0.00% | +16+0.7% | Added |
| Ancora Advisors, LLC | 2,375 | $410.1K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,379 | $410.8K | 0.00% | −150−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,379 | $411.1K | 0.00% | −776−24.6% | Reduced |
| Private Advisor Group, LLC | 2,419 | $417.7K | 0.00% | +317+15.1% | Added |
| New York Life Investment Management LLC | 2,431 | $419.8K | 0.00% | −70−2.8% | Reduced |
| Mariner, LLC | 2,437 | $421.0K | 0.00% | +399+19.6% | Added |
| Guggenheim Capital LLC | 2,446 | $422.4K | 0.00% | +863+54.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,463 | $425.0K | 0.00% | −11−0.4% | Reduced |
| Eqis Capital Management, Inc. | 2,480 | $428.2K | 0.03% | +106+4.5% | Added |
| Cetera Advisor Networks LLC | 2,489 | $429.8K | 0.00% | −248−9.1% | Reduced |
| Pearl River Capital, LLC | 2,498 | $431.4K | 0.07% | +32+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,503 | $432.0K | 0.01% | +2,503 | New |
| Prelude Capital Management, LLC | 2,517 | $434.7K | 0.04% | +2,517 | New |
| Sierra Summit Advisors LLC | 2,564 | $442.8K | 0.13% | +2,564 | New |
| Petrus Trust Company, LTA | 2,565 | $442.9K | 0.04% | +1,027+66.8% | Added |
| Sendero Wealth Management, LLC | 2,728 | $471.1K | 0.09% | +255+10.3% | Added |
| Pitcairn Co | 2,743 | $473.7K | 0.04% | −395−12.6% | Reduced |
| MML Investors Services, LLC | 2,779 | $480.0K | 0.00% | +2,779 | New |
| Ethic Inc. | 2,823 | $487.5K | 0.01% | +102+3.7% | Added |
| Kapitalo Investimentos Ltda | 2,860 | $493.9K | 0.10% | +2,860 | New |
| Qube Research & Technologies Ltd | 2,890 | $499.1K | 0.00% | +2,890 | New |
| Crossmark Global Holdings, Inc. | 2,898 | $500.0K | 0.01% | −199−6.4% | Reduced |
| Delta Capital Management LLC | 2,905 | $502.0K | 0.35% | 00.0% | Unchanged |
| Diversified Trust Co | 2,964 | $511.9K | 0.02% | +1,172+65.4% | Added |
| Squarepoint Ops LLC | 2,970 | $512.9K | 0.00% | −9,149−75.5% | Reduced |
| Smith Group Asset Management, LLC | 2,970 | $512.9K | 0.03% | +2,970 | New |
| Foundry Partners, LLC | 2,984 | $515.3K | 0.03% | +845+39.5% | Added |
| Mercer Global Advisors Inc | 3,051 | $527.0K | 0.00% | +555+22.2% | Added |
| GWM Advisors LLC | 3,004 | $531.4K | 0.01% | +552+22.5% | Added |
| CWM, LLC | 3,143 | $543.0K | 0.00% | −76−2.4% | Reduced |
| Isthmus Partners, LLC | 3,200 | $552.6K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,354 | $558.9K | 0.00% | −1,081−24.4% | Reduced |
| Duality Advisers, LP | 3,251 | $561.4K | 0.06% | +392+13.7% | Added |
| Linden Thomas Advisory Services, LLC | 3,311 | $571.8K | 0.11% | +914+38.1% | Added |
| Quantinno Capital Management LP | 3,428 | $592.0K | 0.02% | +138+4.2% | Added |
| NEOS Investment Management LLC | 3,456 | $596.8K | 0.06% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,570 | $616.5K | 0.09% | +873+32.4% | Added |
| Meritage Portfolio Management | 3,638 | $628.0K | 0.04% | +73+2.0% | Added |
| Aviva PLC | 3,659 | $631.9K | 0.00% | +3,659 | New |
| Man Group plc | 3,662 | $632.4K | 0.00% | – | – |
| Truist Financial Corp | 3,673 | $634.3K | 0.00% | +2,007+120.5% | Added |
| Penobscot Investment Management Company, Inc. | 3,700 | $639.0K | 0.07% | +570+18.2% | Added |
| CI Private Wealth, LLC | 3,803 | $656.7K | 0.00% | +1,305+52.2% | Added |
| Legato Capital Management LLC | 3,830 | $661.4K | 0.09% | +735+23.7% | Added |
| Level Four Advisory Services, LLC | 3,851 | $665.0K | 0.04% | −777−16.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,909 | $675.0K | 0.02% | +72+1.9% | Added |
| Meeder Asset Management Inc | 3,935 | $679.5K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,149 | $716.5K | 0.00% | −312−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,177 | $721.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,231 | $730.7K | 0.03% | −61−1.4% | Reduced |
| Vestcor Inc | 4,367 | $754.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,437 | $766.3K | 0.00% | −71−1.6% | Reduced |
| Csenge Advisory Group | 4,466 | $771.2K | 0.05% | −189−4.1% | Reduced |
| Seven Eight Capital, LP | 4,566 | $788.5K | 0.09% | +4,566 | New |
| Pictet Asset Management Holding SA | 4,573 | $789.7K | 0.00% | +199+4.5% | Added |
| Kanawha Capital Management LLC | 4,585 | $791.8K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,678 | $807.8K | 0.08% | +4,678 | New |
| Advisor Resource Council | 4,707 | $812.8K | 0.09% | +4,707 | New |
| CWM Advisors, LLC | 4,806 | $829.9K | 0.09% | +2,827+142.8% | Added |
| Measured Wealth Private Client Group, LLC | 4,846 | $836.9K | 0.31% | +139+3.0% | Added |
| Sheets Smith Wealth Management | 5,065 | $874.6K | 0.12% | +226+4.7% | Added |
| Diametric Capital, LP | 5,091 | $879.2K | 0.54% | +2,459+93.4% | Added |
| Captrust Financial Advisors | 5,333 | $921.0K | 0.00% | −364−6.4% | Reduced |
| Calamos Advisors LLC | 5,342 | $922.5K | 0.00% | −6,227−53.8% | Reduced |
| Bank of Montreal | 5,395 | $943.6K | 0.00% | +129+2.4% | Added |
| Creative Planning | 5,616 | $969.8K | 0.00% | +2,546+82.9% | Added |
| Ifrah Financial Services, Inc. | 5,751 | $993.2K | 0.29% | −319−5.3% | Reduced |
| Everence Capital Management Inc | 6,000 | $1.04M | 0.07% | −700−10.4% | Reduced |
| HSBC Holdings PLC | 5,997 | $1.04M | 0.00% | −12,099−66.9% | Reduced |
| Rathbone Brothers plc | 6,100 | $1.05M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,327 | $1.09M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,646 | $1.15M | 0.00% | +325+5.1% | Added |
| Mutual of America Capital Management LLC | 6,784 | $1.17M | 0.01% | +9+0.1% | Added |
| QRG Capital Management, Inc. | 6,790 | $1.17M | 0.02% | +496+7.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 6,816 | $1.18M | 0.02% | +6,816 | New |
| Jackson Creek Investment Advisors LLC | 6,989 | $1.21M | 0.46% | −30.0% | Reduced |
| Advisors Asset Management, Inc. | 7,101 | $1.23M | 0.03% | +3,455+94.8% | Added |