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; 622 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Applied Industrial Technologies Inc as of Jun 30, 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
- 428
- +10 vs. Q1 2024
- Shares held
- 35.9M
- −12.0K (0.0%) vs. Q1 2024
- Total value
- $6.97B
- −$117.5M (−1.7%) vs. Q1 2024
- New holders
- 56
- 140 more added
- Sold out
- 46
- 160 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 622 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1 | $190 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $386 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $388 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.75K | 0.00% | +1+12.5% | Added |
| Abich Financial Wealth Management LLC | 10 | $1.94K | 0.00% | +10 | New |
| Ulland Investment Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 13 | $2.52K | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 14 | $2.72K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $3.10K | 0.00% | +12+300.0% | Added |
| Innealta Capital, LLC | 16 | $3.10K | 0.00% | +16 | New |
| Allworth Financial LP | 22 | $4.48K | 0.00% | −13−37.1% | Reduced |
| Private Trust Co NA | 24 | $4.66K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $4.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $4.85K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 29 | $5.63K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $6.07K | 0.00% | +31 | New |
| Global Retirement Partners, LLC | 34 | $6.64K | 0.00% | +1+3.0% | Added |
| MB, Levis & Associates, LLC | 35 | $6.79K | 0.00% | +35 | New |
| Hexagon Capital Partners LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $7.76K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 41 | $7.95K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 50 | $9.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $9.70K | 0.01% | +5+11.1% | Added |
| Rakuten Securities, Inc. | 50 | $9.70K | 0.00% | +50 | New |
| Cullen/Frost Bankers, Inc. | 50 | $9.70K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 57 | $11.1K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 61 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $12.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 70 | $13.6K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 75 | $14.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $15.1K | 0.00% | +47+151.6% | Added |
| First Horizon Advisors, Inc. | 83 | $16.1K | 0.00% | −60−42.0% | Reduced |
| Massmutual Trust Co FSB | 84 | $16.3K | 0.00% | −10−10.6% | Reduced |
| Principal Securities, Inc. | 85 | $16.5K | 0.00% | −5−5.6% | Reduced |
| Frazier Financial Advisors, LLC | 89 | $17.3K | 0.01% | +65+270.8% | Added |
| Spire Wealth Management | 102 | $19.8K | 0.00% | +102 | New |
| TD Capital Management LLC | 103 | $19.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 113 | $21.9K | 0.00% | +10+9.7% | Added |
| Parkside Financial Bank & Trust | 114 | $22.1K | 0.00% | +65+132.7% | Added |
| Key Financial Inc | 115 | $22.3K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 119 | $23.1K | 0.00% | −233−66.2% | Reduced |
| Clearstead Advisors, LLC | 125 | $24.3K | 0.00% | +105+525.0% | Added |
| Headlands Technologies LLC | 132 | $25.6K | 0.00% | +132 | New |
| Smithfield Trust Co | 135 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 135 | $26.2K | 0.00% | −77−36.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $28.2K | 0.00% | −87−37.5% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $29.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $29.9K | 0.00% | +154 | New |
| Creative Financial Designs Inc | 157 | $30.5K | 0.00% | +150+2,142.9% | Added |
| Edmond de Rothschild Holding S.A. | 158 | $30.7K | 0.00% | +158 | New |
| Lindbrook Capital, LLC | 163 | $31.6K | 0.00% | +9+5.8% | Added |
| Opal Wealth Advisors, LLC | 166 | $32.2K | 0.01% | +166 | New |
| Toth Financial Advisory Corp | 175 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 186 | $36.1K | 0.00% | +62+50.0% | Added |
| Quarry LP | 203 | $39.4K | 0.02% | +203 | New |
| ZRC Wealth Management, LLC | 212 | $41.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 230 | $44.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 240 | $47.0K | 0.03% | −52−17.8% | Reduced |
| Proequities, Inc. | 251 | $48.7K | 0.00% | +13+5.5% | Added |
| GWM Advisors LLC | 252 | $48.9K | 0.00% | −2,499−90.8% | Reduced |
| State of Wyoming | 313 | $60.7K | 0.01% | −929−74.8% | Reduced |
| Versant Capital Management, Inc | 327 | $63.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 396 | $74.7K | 0.00% | +8+2.1% | Added |
| Caitlin John, LLC | 428 | $83.0K | 0.06% | −37−8.0% | Reduced |
| Natixis Investment Managers International | 430 | $83.4K | 0.01% | −69−13.8% | Reduced |
| C M Bidwell & Associates Ltd | 457 | $88.7K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 435 | $94.9K | 0.01% | +130+42.6% | Added |
| Federation des caisses Desjardins du Quebec | 490 | $95.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $97.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 513 | $99.5K | 0.01% | −630−55.1% | Reduced |
| GAMMA Investing LLC | 532 | $103.2K | 0.01% | +11+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 581 | $112.7K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 582 | $112.9K | 0.01% | +127+27.9% | Added |
| Harvest Fund Management Co., Ltd | 630 | $122.0K | 0.01% | −1,224−66.0% | Reduced |
| Kessler Investment Group, LLC | 642 | $124.5K | 0.07% | +642 | New |
| Ci Investments Inc. | 777 | $151.0K | 0.00% | +300+62.9% | Added |
| TD Private Client Wealth LLC | 814 | $157.9K | 0.00% | +104+14.6% | Added |
| Picton Mahoney Asset Management | 853 | $166.0K | 0.01% | +853 | New |
| Advisor Group Holdings, Inc. | 873 | $169.4K | 0.00% | −89−9.3% | Reduced |
| Beacon Capital Management, LLC | 900 | $174.6K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 973 | $189.0K | 0.00% | +105+12.1% | Added |
| Ballentine Partners, LLC | 1,037 | $201.2K | 0.00% | +1,037 | New |
| Moneta Group Investment Advisors LLC | 1,065 | $206.6K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,068 | $207.2K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 1,076 | $208.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,077 | $209.0K | 0.01% | +1,077 | New |
| Savant Capital, LLC | 1,083 | $210.1K | 0.00% | +42+4.0% | Added |
| Park Avenue Securities LLC | 1,100 | $213.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,100 | $213.4K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,107 | $214.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,112 | $215.0K | 0.01% | +1,112 | New |
| Central Trust Co | 1,135 | $220.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,144 | $221.9K | 0.01% | +35+3.2% | Added |