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 |
|---|---|---|---|---|---|
| Bank of Stockton | 2,000 | $395.1K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,868 | $369.0K | 0.01% | −22−1.2% | Reduced |
| Fox Hill Wealth Management | 1,857 | $366.9K | 0.25% | +1,857 | New |
| Harvest Fund Management Co., Ltd | 1,854 | $366.0K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,849 | $365.3K | 0.04% | +1,849 | New |
| Quadrant Capital Group LLC | 1,840 | $363.5K | 0.03% | +61+3.4% | Added |
| Ethic Inc. | 1,813 | $358.2K | 0.01% | −1,010−35.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,785 | $352.6K | 0.00% | −12−0.7% | Reduced |
| Coldstream Capital Management Inc | 1,784 | $352.4K | 0.01% | −5−0.3% | Reduced |
| AlphaMark Advisors, LLC | 1,762 | $348.0K | 0.12% | +1,762 | New |
| Cim Investment Mangement Inc | 1,752 | $346.1K | 0.10% | 00.0% | Unchanged |
| Calamos Advisors LLC | 1,751 | $345.9K | 0.00% | −3,591−67.2% | Reduced |
| Sapient Capital LLC | 1,702 | $336.2K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,694 | $335.0K | 0.00% | +190+12.6% | Added |
| Cynosure Management, LLC | 1,667 | $329.3K | 0.06% | +1,667 | New |
| Shelton Capital Management | 1,653 | $326.6K | 0.01% | −152−8.4% | Reduced |
| Cresset Asset Management, LLC | 1,650 | $326.2K | 0.00% | +105+6.8% | Added |
| Lido Advisors, LLC | 1,570 | $310.2K | 0.00% | +109+7.5% | Added |
| Petrus Trust Company, LTA | 1,563 | $308.8K | 0.03% | −1,002−39.1% | Reduced |
| Grey Street Capital, LLC | 1,416 | $279.7K | 0.04% | +1,416 | New |
| Essex Investment Management Co LLC | 1,399 | $276.4K | 0.05% | −554−28.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,348 | $266.3K | 0.00% | −338−20.0% | Reduced |
| Aristides Capital LLC | 1,347 | $266.1K | 0.11% | +1,347 | New |
| Advisory Services Network, LLC | 1,292 | $255.3K | 0.01% | +684+112.5% | Added |
| Tower Research Capital LLC (TRC) | 1,257 | $248.3K | 0.01% | −8,299−86.8% | Reduced |
| State of Wyoming | 1,242 | $245.4K | 0.04% | +1,242 | New |
| Riverwater Partners LLC | 1,230 | $243.0K | 0.18% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,210 | $239.0K | 0.00% | +1,210 | New |
| Dakota Wealth Management | 1,209 | $238.8K | 0.01% | −165−12.0% | Reduced |
| GYL Financial Synergies, LLC | 1,178 | $232.7K | 0.02% | +11+0.9% | Added |
| Janney Montgomery Scott LLC | 1,175 | $232.0K | 0.00% | +1,175 | New |
| Virtu Financial LLC | 1,169 | $231.0K | 0.02% | +1,169 | New |
| Globeflex Capital L P | 1,143 | $225.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $224.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,117 | $220.7K | 0.00% | +1,117 | New |
| Moors & Cabot, Inc. | 1,110 | $219.3K | 0.01% | +1,110 | New |
| Ashton Thomas Private Wealth, LLC | 1,109 | $219.1K | 0.01% | +1,109 | New |
| CIBC Asset Management Inc | 1,107 | $218.7K | 0.00% | +1,107 | New |
| 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 |
| Park Avenue Securities LLC | 1,100 | $217.0K | 0.00% | −137−11.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,096 | $216.5K | 0.00% | +1,096 | New |
| FORA Capital, LLC | 1,087 | $214.7K | 0.02% | +1,087 | New |
| Blair William & Co | 1,076 | $212.6K | 0.00% | +1,076 | New |
| Axxcess Wealth Management, LLC | 1,068 | $211.0K | 0.01% | +1,068 | New |
| Moneta Group Investment Advisors LLC | 1,065 | $210.4K | 0.00% | +1,065 | New |
| Savant Capital, LLC | 1,041 | $205.7K | 0.00% | +1,041 | New |
| Advisor Group Holdings, Inc. | 962 | $190.1K | 0.00% | −1,417−59.6% | Reduced |
| Beacon Capital Management, LLC | 900 | $177.8K | 0.04% | +900 | New |
| KBC Group NV | 868 | $171.0K | 0.00% | +9+1.0% | Added |
| Quest Partners LLC | 840 | $165.9K | 0.03% | +840 | New |
| TD Private Client Wealth LLC | 710 | $140.3K | 0.00% | +212+42.6% | Added |
| Northwestern Mutual Wealth Management Co | 581 | $114.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 521 | $102.9K | 0.02% | +33+6.8% | Added |
| Archer Investment Corp | 500 | $98.8K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 499 | $98.6K | 0.01% | −104−17.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 490 | $96.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 477 | $94.0K | 0.00% | +83+21.1% | Added |
| Caitlin John, LLC | 465 | $91.9K | 0.07% | +465 | New |
| C M Bidwell & Associates Ltd | 457 | $90.3K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 455 | $89.9K | 0.01% | +190+71.7% | Added |
| CIBC Private Wealth Group, LLC | 388 | $75.8K | 0.00% | +388 | New |
| Virtus Fund Advisers, LLC | 377 | $74.5K | 0.26% | −300−44.3% | Reduced |
| USA Financial Portformulas Corp | 352 | $69.5K | 0.01% | +352 | New |
| Versant Capital Management, Inc | 327 | $64.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 292 | $58.0K | 0.04% | +219+300.0% | Added |
| EverSource Wealth Advisors, LLC | 305 | $55.9K | 0.00% | +124+68.5% | Added |
| NBC Securities, Inc. | 260 | $51.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 238 | $47.0K | 0.00% | +15+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 232 | $45.9K | 0.00% | +87+60.0% | Added |
| FinTrust Capital Advisors, LLC | 230 | $45.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 212 | $41.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 212 | $41.9K | 0.02% | +212 | New |
| Toth Financial Advisory Corp | 175 | $34.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $30.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 143 | $28.2K | 0.00% | −29−16.9% | Reduced |
| Smithfield Trust Co | 135 | $27.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 128 | $25.3K | 0.02% | +128 | New |
| Parallel Advisors, LLC | 124 | $24.5K | 0.00% | +13+11.7% | Added |
| Key Financial Inc | 115 | $22.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 103 | $20.3K | 0.00% | +8+8.4% | Added |
| TD Capital Management LLC | 103 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $18.6K | 0.00% | −4−4.1% | Reduced |
| Principal Securities, Inc. | 90 | $17.8K | 0.00% | +11+13.9% | Added |
| National Bank of Canada | 75 | $14.8K | 0.00% | +25+50.0% | Added |
| LGT Financial Advisors LLC | 70 | $13.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $12.5K | 0.01% | +63 | New |
| Bell Investment Advisors, Inc | 61 | $12.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 50 | $9.88K | 0.01% | +50 | New |
| Parkside Financial Bank & Trust | 49 | $9.68K | 0.00% | −8−14.0% | Reduced |
| Eagle Bay Advisors LLC | 45 | $8.89K | 0.01% | +45 | New |
| Farther Finance Advisors, LLC | 44 | $8.60K | 0.00% | −58−56.9% | Reduced |
| Hanseatic Management Services Inc | 41 | $8.10K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $7.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 35 | $6.92K | 0.00% | −1−2.8% | Reduced |