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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 1,504 | $260.0K | 0.00% | −23,937−94.1% | Reduced |
| Two Sigma Securities, LLC | 1,482 | $255.9K | 0.01% | −84−5.4% | Reduced |
| Lido Advisors, LLC | 1,461 | $252.3K | 0.00% | −1,123−43.5% | Reduced |
| Dakota Wealth Management | 1,374 | $237.3K | 0.01% | −15−1.1% | Reduced |
| Keybank National Association | 1,368 | $236.2K | 0.00% | −865−38.7% | Reduced |
| Twinbeech Capital LP | 1,361 | $235.0K | 0.00% | +1,361 | New |
| Cetera Advisors LLC | 1,333 | $230.3K | 0.00% | +4+0.3% | Added |
| Point72 Middle East FZE | 1,323 | $228.5K | 0.02% | +1,323 | New |
| CAPROCK Group, Inc. | 1,294 | $223.5K | 0.01% | −323−20.0% | Reduced |
| Park Avenue Securities LLC | 1,237 | $214.0K | 0.00% | +1,237 | New |
| Riverwater Partners LLC | 1,230 | $212.4K | 0.17% | +1,230 | New |
| Brevan Howard Capital Management LP | 1,217 | $210.2K | 0.02% | +1,217 | New |
| Consolidated Planning Corp | 1,209 | $208.8K | 0.04% | +1,209 | New |
| GTS Securities LLC | 1,198 | $206.9K | 0.00% | +1,198 | New |
| GYL Financial Synergies, LLC | 1,167 | $201.5K | 0.02% | +1,167 | New |
| Globeflex Capital L P | 1,143 | $197.4K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $196.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,100 | $190.0K | 0.01% | −43−3.8% | Reduced |
| Aquatic Capital Management LLC | 900 | $155.0K | 0.00% | +400+80.0% | Added |
| KBC Group NV | 859 | $148.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 677 | $116.9K | 0.73% | −330−32.8% | Reduced |
| Advisory Services Network, LLC | 608 | $105.0K | 0.00% | +608 | New |
| Natixis Investment Managers International | 603 | $104.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 585 | $101.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 581 | $100.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 575 | $99.0K | 0.00% | +575 | New |
| Archer Investment Corp | 500 | $86.3K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 488 | $86.1K | 0.02% | +488 | New |
| TD Private Client Wealth LLC | 498 | $86.0K | 0.00% | +140+39.1% | Added |
| Federation des caisses Desjardins du Quebec | 490 | $84.6K | 0.00% | +40+8.9% | Added |
| C M Bidwell & Associates Ltd | 457 | $78.9K | 0.06% | −40−8.0% | Reduced |
| Ci Investments Inc. | 394 | $68.0K | 0.00% | −118−23.0% | Reduced |
| Versant Capital Management, Inc | 327 | $56.5K | 0.02% | −70−17.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 315 | $54.4K | 0.01% | +315 | New |
| Ostrum Asset Management | 265 | $45.8K | 0.00% | −408−60.6% | Reduced |
| NBC Securities, Inc. | 260 | $44.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 230 | $39.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 223 | $38.5K | 0.00% | +17+8.3% | Added |
| Huntington National Bank | 212 | $36.6K | 0.00% | +10+5.0% | Added |
| EverSource Wealth Advisors, LLC | 181 | $31.3K | 0.00% | −13−6.7% | Reduced |
| Toth Financial Advisory Corp | 175 | $30.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 172 | $29.7K | 0.00% | +14+8.9% | Added |
| TD Waterhouse Canada Inc. | 168 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $26.6K | 0.00% | +20+14.9% | Added |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $25.1K | 0.00% | −3−2.0% | Reduced |
| Smithfield Trust Co | 135 | $24.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $19.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 111 | $19.2K | 0.00% | +64+136.2% | Added |
| Raleigh Capital Management Inc. | 108 | $18.7K | 0.01% | +5+4.9% | Added |
| TD Capital Management LLC | 103 | $17.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $17.6K | 0.00% | +79+343.5% | Added |
| Massmutual Trust Co FSB | 98 | $16.9K | 0.00% | +2+2.1% | Added |
| Umb Bank N A | 95 | $16.4K | 0.00% | −36−27.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 91 | $15.7K | 0.00% | +91 | New |
| Principal Securities, Inc. | 79 | $13.6K | 0.00% | +79 | New |
| Covestor Ltd | 73 | $13.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 70 | $12.1K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 63 | $10.9K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 61 | $10.5K | 0.00% | −1−1.6% | Reduced |
| Quarry LP | 58 | $10.0K | 0.01% | +58 | New |
| Parkside Financial Bank & Trust | 57 | $9.84K | 0.00% | −83−59.3% | Reduced |
| GW&K Investment Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 50 | $8.52K | 0.00% | +50 | New |
| Hanseatic Management Services Inc | 41 | $7.08K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $6.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 33 | $5.58K | 0.00% | +2+6.5% | Added |
| Private Trust Co NA | 31 | $5.35K | 0.00% | −2−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 28 | $4.83K | 0.01% | +6+27.3% | Added |
| Farmers & Merchants Investments Inc | 27 | $4.66K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 24 | $4.14K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $2.76K | 0.00% | +16 | New |
| SYSTM Wealth Solutions LLC | 15 | $2.59K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $2.42K | 0.00% | +2+16.7% | Added |
| AdvisorNet Financial, Inc | 10 | $1.73K | 0.00% | +2+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.55K | 0.00% | +9 | New |
| Tyler-Stone Wealth Management | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $519 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $517 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −56,451−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,236−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −31,711−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,393−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,708−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −18,697−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −14,705−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |