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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,348 | $266.3K | 0.00% | −338−20.0% | Reduced |
| Essex Investment Management Co LLC | 1,399 | $276.4K | 0.05% | −554−28.4% | Reduced |
| Grey Street Capital, LLC | 1,416 | $279.7K | 0.04% | +1,416 | New |
| Petrus Trust Company, LTA | 1,563 | $308.8K | 0.03% | −1,002−39.1% | Reduced |
| Lido Advisors, LLC | 1,570 | $310.2K | 0.00% | +109+7.5% | Added |
| Cresset Asset Management, LLC | 1,650 | $326.2K | 0.00% | +105+6.8% | Added |
| Shelton Capital Management | 1,653 | $326.6K | 0.01% | −152−8.4% | Reduced |
| Cynosure Management, LLC | 1,667 | $329.3K | 0.06% | +1,667 | New |
| SG Americas Securities, LLC | 1,694 | $335.0K | 0.00% | +190+12.6% | Added |
| Sapient Capital LLC | 1,702 | $336.2K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 1,751 | $345.9K | 0.00% | −3,591−67.2% | Reduced |
| Cim Investment Mangement Inc | 1,752 | $346.1K | 0.10% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,762 | $348.0K | 0.12% | +1,762 | New |
| Coldstream Capital Management Inc | 1,784 | $352.4K | 0.01% | −5−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,785 | $352.6K | 0.00% | −12−0.7% | Reduced |
| Ethic Inc. | 1,813 | $358.2K | 0.01% | −1,010−35.8% | Reduced |
| Quadrant Capital Group LLC | 1,840 | $363.5K | 0.03% | +61+3.4% | Added |
| Kingswood Wealth Advisors, LLC | 1,849 | $365.3K | 0.04% | +1,849 | New |
| Harvest Fund Management Co., Ltd | 1,854 | $366.0K | 0.03% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 1,857 | $366.9K | 0.25% | +1,857 | New |
| Summit Trail Advisors, LLC | 1,868 | $369.0K | 0.01% | −22−1.2% | Reduced |
| Bank of Stockton | 2,000 | $395.1K | 0.12% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,026 | $400.2K | 0.02% | −154−7.1% | Reduced |
| Evergreen Capital Management LLC | 2,052 | $405.4K | 0.02% | +94+4.8% | Added |
| US Asset Management LLC | 2,065 | $408.0K | 0.37% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,092 | $413.3K | 0.00% | +93+4.7% | Added |
| Toroso Investments, LLC | 2,114 | $417.6K | 0.01% | +147+7.5% | Added |
| Contravisory Investment Management, Inc. | 2,176 | $429.9K | 0.10% | −43−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,192 | $433.0K | 0.03% | −18−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,205 | $435.6K | 0.04% | −5,418−71.1% | Reduced |
| Baird Financial Group, Inc. | 2,214 | $437.4K | 0.00% | +533+31.7% | Added |
| Brinker Capital Investments, LLC | 2,240 | $442.5K | 0.00% | +527+30.8% | Added |
| Orion Portfolio Solutions, LLC | 2,240 | $442.5K | 0.00% | +527+30.8% | Added |
| Miller Howard Investments Inc | 2,245 | $443.5K | 0.01% | +8+0.4% | Added |
| Brown Advisory Inc | 2,251 | $444.7K | 0.00% | −40−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 2,251 | $444.7K | 0.00% | −27−1.2% | Reduced |
| Lazard Asset Management LLC | 2,276 | $449.0K | 0.00% | −78−3.3% | Reduced |
| Diametric Capital, LP | 2,342 | $462.7K | 0.26% | −2,749−54.0% | Reduced |
| Ancora Advisors, LLC | 2,375 | $469.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,376 | $469.4K | 0.02% | +62+2.7% | Added |
| Mackenzie Financial Corp | 2,379 | $470.0K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 2,408 | $475.7K | 0.16% | +2,408 | New |
| Cambridge Investment Research Advisors, Inc. | 2,460 | $486.0K | 0.00% | −3−0.1% | Reduced |
| Private Advisor Group, LLC | 2,481 | $490.1K | 0.00% | +62+2.6% | Added |
| Lindenwold Advisors | 2,490 | $491.9K | 0.26% | +2,490 | New |
| Mariner, LLC | 2,586 | $510.9K | 0.00% | +149+6.1% | Added |
| Kapitalo Investimentos Ltda | 2,629 | $519.4K | 0.11% | −231−8.1% | Reduced |
| JustInvest LLC | 2,634 | $520.4K | 0.01% | +501+23.5% | Added |
| MML Investors Services, LLC | 2,690 | $531.0K | 0.00% | −89−3.2% | Reduced |
| Pitcairn Co | 2,725 | $538.3K | 0.03% | −18−0.7% | Reduced |
| Sendero Wealth Management, LLC | 2,728 | $538.9K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,751 | $543.6K | 0.00% | −253−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,763 | $546.0K | 0.01% | −135−4.7% | Reduced |
| Inceptionr LLC | 2,818 | $556.7K | 0.14% | +2,818 | New |
| Hancock Whitney Corp | 2,824 | $557.9K | 0.02% | −1,407−33.3% | Reduced |
| Shell Asset Management Co | 2,906 | $564.0K | 0.03% | +957+49.1% | Added |
| Keebeck Alpha, LP | 2,869 | $566.8K | 0.37% | +2,869 | New |
| Delta Capital Management LLC | 2,905 | $574.0K | 0.38% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,950 | $583.0K | 0.00% | −101−3.3% | Reduced |
| Smith Group Asset Management, LLC | 2,970 | $586.7K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,997 | $592.5K | 0.01% | +2,997 | New |
| CWM, LLC | 3,099 | $612.0K | 0.00% | −44−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,100 | $612.4K | 0.03% | +3,100 | New |
| Securian Asset Management, Inc | 3,180 | $628.2K | 0.02% | +3,180 | New |
| Penobscot Investment Management Company, Inc. | 3,200 | $632.2K | 0.07% | −500−13.5% | Reduced |
| Isthmus Partners, LLC | 3,200 | $632.2K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,205 | $633.1K | 0.00% | −149−4.4% | Reduced |
| Eqis Capital Management, Inc. | 3,242 | $640.5K | 0.05% | +762+30.7% | Added |
| Williamson Legacy Group, LLC | 3,259 | $643.8K | 0.50% | +3,259 | New |
| Linden Thomas Advisory Services, LLC | 3,269 | $645.8K | 0.10% | −42−1.3% | Reduced |
| Sequent Planning LLC | 3,312 | $654.3K | 0.24% | +3,312 | New |
| Aviva PLC | 3,352 | $662.2K | 0.00% | −307−8.4% | Reduced |
| Meritage Portfolio Management | 3,434 | $678.0K | 0.04% | −204−5.6% | Reduced |
| Level Four Advisory Services, LLC | 3,941 | $680.6K | 0.04% | +90+2.3% | Added |
| Prelude Capital Management, LLC | 3,601 | $711.4K | 0.05% | +1,084+43.1% | Added |
| Truist Financial Corp | 3,608 | $712.8K | 0.00% | −65−1.8% | Reduced |
| Quantinno Capital Management LP | 3,615 | $714.0K | 0.02% | +187+5.5% | Added |
| Navellier & Associates Inc | 3,674 | $725.8K | 0.09% | +104+2.9% | Added |
| Vestcor Inc | 3,771 | $745.0K | 0.03% | −596−13.6% | Reduced |
| Legato Capital Management LLC | 3,830 | $756.6K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,935 | $777.4K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 4,000 | $790.2K | 0.06% | +4,000 | New |
| CWM Advisors, LLC | 4,072 | $804.4K | 0.08% | −734−15.3% | Reduced |
| Glenmede Trust Co NA | 4,112 | $812.3K | 0.00% | −37−0.9% | Reduced |
| Prudential Financial Inc | 4,144 | $818.7K | 0.00% | −69,007−94.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,177 | $825.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,179 | $825.5K | 0.05% | −287−6.4% | Reduced |
| State of Alaska, Department of Revenue | 4,195 | $828.0K | 0.01% | −19,665−82.4% | Reduced |
| Illinois Municipal Retirement Fund | 4,378 | $865.0K | 0.01% | −22,026−83.4% | Reduced |
| Banque Cantonale Vaudoise | 4,566 | $902.0K | 0.04% | +4,566 | New |
| Kanawha Capital Management LLC | 4,585 | $905.8K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,645 | $917.6K | 0.00% | +208+4.7% | Added |
| Catalyst Funds Management Pty Ltd | 4,800 | $948.2K | 0.26% | +4,800 | New |
| Cinctive Capital Management LP | 4,840 | $956.1K | 0.05% | +4,840 | New |
| Measured Wealth Private Client Group, LLC | 4,905 | $969.0K | 0.34% | +59+1.2% | Added |
| Sheets Smith Wealth Management | 4,975 | $982.9K | 0.11% | −90−1.8% | Reduced |
| Brevan Howard Capital Management LP | 5,016 | $990.9K | 0.09% | +3,799+312.2% | Added |
| Pictet Asset Management Holding SA | 5,063 | $1.00M | 0.00% | +490+10.7% | Added |
| NEOS Investment Management LLC | 5,088 | $1.01M | 0.06% | +1,632+47.2% | Added |
| Cetera Investment Advisers | 5,089 | $1.01M | 0.00% | +5,089 | New |