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 |
|---|---|---|---|---|---|
| Bank of Montreal | 5,395 | $943.6K | 0.00% | +129+2.4% | Added |
| Calamos Advisors LLC | 5,342 | $922.5K | 0.00% | −6,227−53.8% | Reduced |
| Captrust Financial Advisors | 5,333 | $921.0K | 0.00% | −364−6.4% | Reduced |
| Diametric Capital, LP | 5,091 | $879.2K | 0.54% | +2,459+93.4% | Added |
| Sheets Smith Wealth Management | 5,065 | $874.6K | 0.12% | +226+4.7% | Added |
| Measured Wealth Private Client Group, LLC | 4,846 | $836.9K | 0.31% | +139+3.0% | Added |
| CWM Advisors, LLC | 4,806 | $829.9K | 0.09% | +2,827+142.8% | Added |
| Advisor Resource Council | 4,707 | $812.8K | 0.09% | +4,707 | New |
| Y-Intercept (Hong Kong) Ltd | 4,678 | $807.8K | 0.08% | +4,678 | New |
| Kanawha Capital Management LLC | 4,585 | $791.8K | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,573 | $789.7K | 0.00% | +199+4.5% | Added |
| Seven Eight Capital, LP | 4,566 | $788.5K | 0.09% | +4,566 | New |
| Csenge Advisory Group | 4,466 | $771.2K | 0.05% | −189−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,437 | $766.3K | 0.00% | −71−1.6% | Reduced |
| Vestcor Inc | 4,367 | $754.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,231 | $730.7K | 0.03% | −61−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,177 | $721.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,149 | $716.5K | 0.00% | −312−7.0% | Reduced |
| Meeder Asset Management Inc | 3,935 | $679.5K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,909 | $675.0K | 0.02% | +72+1.9% | Added |
| Level Four Advisory Services, LLC | 3,851 | $665.0K | 0.04% | −777−16.8% | Reduced |
| Legato Capital Management LLC | 3,830 | $661.4K | 0.09% | +735+23.7% | Added |
| CI Private Wealth, LLC | 3,803 | $656.7K | 0.00% | +1,305+52.2% | Added |
| Penobscot Investment Management Company, Inc. | 3,700 | $639.0K | 0.07% | +570+18.2% | Added |
| Truist Financial Corp | 3,673 | $634.3K | 0.00% | +2,007+120.5% | Added |
| Man Group plc | 3,662 | $632.4K | 0.00% | – | – |
| Aviva PLC | 3,659 | $631.9K | 0.00% | +3,659 | New |
| Meritage Portfolio Management | 3,638 | $628.0K | 0.04% | +73+2.0% | Added |
| Navellier & Associates Inc | 3,570 | $616.5K | 0.09% | +873+32.4% | Added |
| NEOS Investment Management LLC | 3,456 | $596.8K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,428 | $592.0K | 0.02% | +138+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 3,311 | $571.8K | 0.11% | +914+38.1% | Added |
| Duality Advisers, LP | 3,251 | $561.4K | 0.06% | +392+13.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,354 | $558.9K | 0.00% | −1,081−24.4% | Reduced |
| Isthmus Partners, LLC | 3,200 | $552.6K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 3,143 | $543.0K | 0.00% | −76−2.4% | Reduced |
| GWM Advisors LLC | 3,004 | $531.4K | 0.01% | +552+22.5% | Added |
| Mercer Global Advisors Inc | 3,051 | $527.0K | 0.00% | +555+22.2% | Added |
| Foundry Partners, LLC | 2,984 | $515.3K | 0.03% | +845+39.5% | 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 |
| Diversified Trust Co | 2,964 | $511.9K | 0.02% | +1,172+65.4% | Added |
| Delta Capital Management LLC | 2,905 | $502.0K | 0.35% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,898 | $500.0K | 0.01% | −199−6.4% | Reduced |
| Qube Research & Technologies Ltd | 2,890 | $499.1K | 0.00% | +2,890 | New |
| Kapitalo Investimentos Ltda | 2,860 | $493.9K | 0.10% | +2,860 | New |
| Ethic Inc. | 2,823 | $487.5K | 0.01% | +102+3.7% | Added |
| MML Investors Services, LLC | 2,779 | $480.0K | 0.00% | +2,779 | New |
| Pitcairn Co | 2,743 | $473.7K | 0.04% | −395−12.6% | Reduced |
| Sendero Wealth Management, LLC | 2,728 | $471.1K | 0.09% | +255+10.3% | Added |
| Petrus Trust Company, LTA | 2,565 | $442.9K | 0.04% | +1,027+66.8% | Added |
| Sierra Summit Advisors LLC | 2,564 | $442.8K | 0.13% | +2,564 | New |
| Prelude Capital Management, LLC | 2,517 | $434.7K | 0.04% | +2,517 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,503 | $432.0K | 0.01% | +2,503 | New |
| Pearl River Capital, LLC | 2,498 | $431.4K | 0.07% | +32+1.3% | Added |
| Cetera Advisor Networks LLC | 2,489 | $429.8K | 0.00% | −248−9.1% | Reduced |
| Eqis Capital Management, Inc. | 2,480 | $428.2K | 0.03% | +106+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,463 | $425.0K | 0.00% | −11−0.4% | Reduced |
| Guggenheim Capital LLC | 2,446 | $422.4K | 0.00% | +863+54.5% | Added |
| Mariner, LLC | 2,437 | $421.0K | 0.00% | +399+19.6% | Added |
| New York Life Investment Management LLC | 2,431 | $419.8K | 0.00% | −70−2.8% | Reduced |
| Private Advisor Group, LLC | 2,419 | $417.7K | 0.00% | +317+15.1% | Added |
| Advisor Group Holdings, Inc. | 2,379 | $411.1K | 0.00% | −776−24.6% | Reduced |
| Mackenzie Financial Corp | 2,379 | $410.8K | 0.00% | −150−5.9% | Reduced |
| Ancora Advisors, LLC | 2,375 | $410.1K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,354 | $406.0K | 0.00% | +16+0.7% | Added |
| Xponance, Inc. | 2,343 | $404.6K | 0.00% | +56+2.4% | Added |
| Profund Advisors LLC | 2,314 | $399.6K | 0.02% | +139+6.4% | Added |
| Brown Advisory Inc | 2,291 | $395.6K | 0.00% | +41+1.8% | Added |
| Public Employees Retirement System of Ohio | 2,278 | $393.4K | 0.00% | +1,804+380.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,276 | $393.0K | 0.01% | +2,276 | New |
| Two Sigma Investments, LP | 2,272 | $392.4K | 0.00% | −23,486−91.2% | Reduced |
| Miller Howard Investments Inc | 2,237 | $386.3K | 0.01% | +26+1.2% | Added |
| Contravisory Investment Management, Inc. | 2,219 | $383.2K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,210 | $381.6K | 0.04% | −15−0.7% | Reduced |
| Metropolitan Life Insurance Co | 2,180 | $376.5K | 0.02% | −41−1.8% | Reduced |
| JustInvest LLC | 2,133 | $368.3K | 0.01% | +194+10.0% | Added |
| US Asset Management LLC | 2,065 | $357.0K | 0.35% | +2,065 | New |
| Bank of Stockton | 2,000 | $350.0K | 0.12% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,999 | $345.2K | 0.00% | +632+46.2% | Added |
| Toroso Investments, LLC | 1,967 | $339.7K | 0.01% | −446−18.5% | Reduced |
| Evergreen Capital Management LLC | 1,958 | $338.1K | 0.01% | −96−4.7% | Reduced |
| Essex Investment Management Co LLC | 1,953 | $337.3K | 0.07% | −424−17.8% | Reduced |
| Shell Asset Management Co | 1,949 | $337.0K | 0.02% | −585−23.1% | Reduced |
| Summit Trail Advisors, LLC | 1,890 | $326.4K | 0.01% | +33+1.8% | Added |
| Harvest Fund Management Co., Ltd | 1,854 | $320.0K | 0.05% | +605+48.4% | Added |
| Shelton Capital Management | 1,805 | $311.7K | 0.01% | −82−4.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,797 | $310.3K | 0.00% | +172+10.6% | Added |
| Coldstream Capital Management Inc | 1,789 | $308.9K | 0.01% | +18+1.0% | Added |
| Quadrant Capital Group LLC | 1,779 | $307.2K | 0.03% | +129+7.8% | Added |
| Cim Investment Mangement Inc | 1,752 | $302.6K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 1,734 | $299.4K | 0.03% | +224+14.8% | Added |
| Sapient Capital LLC | 1,702 | $293.9K | 0.01% | +1,702 | New |
| Engineers Gate Manager LP | 1,694 | $292.5K | 0.01% | −41,469−96.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,686 | $291.2K | 0.00% | +34+2.1% | Added |
| Baird Financial Group, Inc. | 1,681 | $290.3K | 0.00% | +67+4.2% | 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 |
| Ellevest, Inc. | 1,564 | $270.1K | 0.02% | +81+5.5% | Added |
| Cresset Asset Management, LLC | 1,545 | $266.8K | 0.00% | +1,545 | New |