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, Q1 2024
Institutional positions in Applied Industrial Technologies Inc as of Mar 31, 2024. 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
- 422
- +35 vs. Q4 2023
- Shares held
- 36.0M
- −185.9K (−0.5%) vs. Q4 2023
- Total value
- $7.11B
- +$860.3M (+13.8%) vs. Q4 2023
- New holders
- 74
- 134 more added
- Sold out
- 39
- 144 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1 | $195 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $198 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $790 | 0.00% | +4 | New |
| Horizon Investments, LLC | 5 | $986 | 0.00% | +2+66.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $988 | 0.00% | +2+66.7% | Added |
| Creative Financial Designs Inc | 7 | $1.38K | 0.00% | +7 | New |
| Tyler-Stone Wealth Management | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.58K | 0.00% | −1−11.1% | Reduced |
| Ulland Investment Advisors, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 11 | $2.17K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $2.57K | 0.00% | −1−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $2.96K | 0.00% | −12−44.4% | Reduced |
| SYSTM Wealth Solutions LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $4.03K | 0.00% | +21 | New |
| Continuum Advisory, LLC | 24 | $4.72K | 0.00% | +24 | New |
| Private Trust Co NA | 24 | $4.74K | 0.00% | −7−22.6% | Reduced |
| Frazier Financial Advisors, LLC | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $5.73K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31 | $6.13K | 0.00% | +28+933.3% | Added |
| Global Retirement Partners, LLC | 33 | $6.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $6.92K | 0.00% | −1−2.8% | Reduced |
| Hexagon Capital Partners LLC | 36 | $7.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $7.11K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $7.90K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 41 | $8.10K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $8.60K | 0.00% | −58−56.9% | Reduced |
| Eagle Bay Advisors LLC | 45 | $8.89K | 0.01% | +45 | New |
| Parkside Financial Bank & Trust | 49 | $9.68K | 0.00% | −8−14.0% | Reduced |
| Chelsea Counsel Co | 50 | $9.88K | 0.01% | +50 | New |
| GW&K Investment Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $12.5K | 0.01% | +63 | New |
| LGT Financial Advisors LLC | 70 | $13.8K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 75 | $14.8K | 0.00% | +25+50.0% | Added |
| Principal Securities, Inc. | 90 | $17.8K | 0.00% | +11+13.9% | Added |
| Massmutual Trust Co FSB | 94 | $18.6K | 0.00% | −4−4.1% | Reduced |
| TD Capital Management LLC | 103 | $20.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 103 | $20.3K | 0.00% | +8+8.4% | Added |
| Key Financial Inc | 115 | $22.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 124 | $24.5K | 0.00% | +13+11.7% | Added |
| EntryPoint Capital, LLC | 128 | $25.3K | 0.02% | +128 | New |
| Smithfield Trust Co | 135 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 143 | $28.2K | 0.00% | −29−16.9% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $29.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $29.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $30.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 175 | $34.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 212 | $41.9K | 0.02% | +212 | New |
| Huntington National Bank | 212 | $41.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 230 | $45.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 232 | $45.9K | 0.00% | +87+60.0% | Added |
| Proequities, Inc. | 238 | $47.0K | 0.00% | +15+6.7% | Added |
| NBC Securities, Inc. | 260 | $51.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 305 | $55.9K | 0.00% | +124+68.5% | Added |
| Covestor Ltd | 292 | $58.0K | 0.04% | +219+300.0% | Added |
| Versant Capital Management, Inc | 327 | $64.6K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 352 | $69.5K | 0.01% | +352 | New |
| Virtus Fund Advisers, LLC | 377 | $74.5K | 0.26% | −300−44.3% | Reduced |
| CIBC Private Wealth Group, LLC | 388 | $75.8K | 0.00% | +388 | New |
| Ostrum Asset Management | 455 | $89.9K | 0.01% | +190+71.7% | Added |
| C M Bidwell & Associates Ltd | 457 | $90.3K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 465 | $91.9K | 0.07% | +465 | New |
| Ci Investments Inc. | 477 | $94.0K | 0.00% | +83+21.1% | Added |
| Federation des caisses Desjardins du Quebec | 490 | $96.8K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 499 | $98.6K | 0.01% | −104−17.2% | Reduced |
| Archer Investment Corp | 500 | $98.8K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 521 | $102.9K | 0.02% | +33+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 581 | $114.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 710 | $140.3K | 0.00% | +212+42.6% | Added |
| Quest Partners LLC | 840 | $165.9K | 0.03% | +840 | New |
| KBC Group NV | 868 | $171.0K | 0.00% | +9+1.0% | Added |
| Beacon Capital Management, LLC | 900 | $177.8K | 0.04% | +900 | New |
| Advisor Group Holdings, Inc. | 962 | $190.1K | 0.00% | −1,417−59.6% | Reduced |
| Savant Capital, LLC | 1,041 | $205.7K | 0.00% | +1,041 | New |
| Moneta Group Investment Advisors LLC | 1,065 | $210.4K | 0.00% | +1,065 | New |
| Axxcess Wealth Management, LLC | 1,068 | $211.0K | 0.01% | +1,068 | New |
| Blair William & Co | 1,076 | $212.6K | 0.00% | +1,076 | New |
| FORA Capital, LLC | 1,087 | $214.7K | 0.02% | +1,087 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,096 | $216.5K | 0.00% | +1,096 | New |
| Park Avenue Securities LLC | 1,100 | $217.0K | 0.00% | −137−11.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,100 | $217.3K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $217.3K | 0.01% | +200+22.2% | Added |
| CIBC Asset Management Inc | 1,107 | $218.7K | 0.00% | +1,107 | New |
| Ashton Thomas Private Wealth, LLC | 1,109 | $219.1K | 0.01% | +1,109 | New |
| Moors & Cabot, Inc. | 1,110 | $219.3K | 0.01% | +1,110 | New |
| United Capital Financial Advisers, LLC | 1,117 | $220.7K | 0.00% | +1,117 | New |
| Central Trust Co | 1,135 | $224.2K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,143 | $225.8K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,169 | $231.0K | 0.02% | +1,169 | New |
| Janney Montgomery Scott LLC | 1,175 | $232.0K | 0.00% | +1,175 | New |
| GYL Financial Synergies, LLC | 1,178 | $232.7K | 0.02% | +11+0.9% | Added |
| Dakota Wealth Management | 1,209 | $238.8K | 0.01% | −165−12.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,210 | $239.0K | 0.00% | +1,210 | New |
| Riverwater Partners LLC | 1,230 | $243.0K | 0.18% | 00.0% | Unchanged |
| State of Wyoming | 1,242 | $245.4K | 0.04% | +1,242 | New |
| Tower Research Capital LLC (TRC) | 1,257 | $248.3K | 0.01% | −8,299−86.8% | Reduced |
| Advisory Services Network, LLC | 1,292 | $255.3K | 0.01% | +684+112.5% | Added |
| Aristides Capital LLC | 1,347 | $266.1K | 0.11% | +1,347 | New |