Skip to main content

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, 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.

Institutional holdersQ2 2024: 428 institutions
Q1 2021: 241 institutionsQ2 2021: 244 institutionsQ3 2021: 254 institutionsQ4 2021: 249 institutionsQ1 2022: 269 institutionsQ2 2022: 284 institutionsQ3 2022: 295 institutionsQ4 2022: 335 institutionsQ1 2023: 350 institutionsQ2 2023: 354 institutionsQ3 2023: 381 institutionsQ4 2023: 388 institutionsQ1 2024: 422 institutionsQ2 2024: 428 institutionsQ3 2024: 451 institutionsQ4 2024: 498 institutionsQ1 2025: 511 institutionsQ2 2025: 540 institutionsQ3 2025: 555 institutionsQ4 2025: 568 institutionsQ1 2026: 586 institutionsQ2 2026: 623 institutions
Value heldQ2 2024: $6.97B
Q1 2021: $3.27BQ2 2021: $3.23BQ3 2021: $3.21BQ4 2021: $3.67BQ1 2022: $3.68BQ2 2022: $3.45BQ3 2022: $3.69BQ4 2022: $4.51BQ1 2023: $5.15BQ2 2023: $5.23BQ3 2023: $5.62BQ4 2023: $6.27BQ1 2024: $7.11BQ2 2024: $6.97BQ3 2024: $8.01BQ4 2024: $8.62BQ1 2025: $8.24BQ2 2025: $8.34BQ3 2025: $9.12BQ4 2025: $9.02BQ1 2026: $9.29BQ2 2026: $11.9B
Institutions holding AIT and their total value by quarter
QuarterHoldersValue
Q2 2026623$11.9B
Q1 2026586$9.29B
Q4 2025568$9.02B
Q3 2025555$9.12B
Q2 2025540$8.34B
Q1 2025511$8.24B
Q4 2024498$8.62B
Q3 2024451$8.01B
Q2 2024428$6.97B
Q1 2024422$7.11B
Q4 2023388$6.27B
Q3 2023381$5.62B
Q2 2023354$5.23B
Q1 2023350$5.15B
Q4 2022335$4.51B
Q3 2022295$3.69B
Q2 2022284$3.45B
Q1 2022269$3.68B
Q4 2021249$3.67B
Q3 2021254$3.21B
Q2 2021244$3.23B
Q1 2021241$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.

Institutions holding AIT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC1,794$348.0K0.03%−46−2.5%Reduced
Baird Financial Group, Inc.1,759$341.2K0.00%−455−20.6%Reduced
Kapitalo Investimentos Ltda1,727$335.0K0.10%−902−34.3%Reduced
Walleye Capital LLC1,715$332.7K0.00%+1,715New
Sapient Capital LLC1,702$330.2K0.01%00.0%Unchanged
AlphaMark Advisors, LLC1,699$330.0K0.11%−63−3.6%Reduced
Susquehanna International Group, LLP1,681$326.1K0.00%−14,648−89.7%Reduced
Ethic Inc.1,662$322.4K0.01%−151−8.3%Reduced
Shelton Capital Management1,575$305.6K0.01%−78−4.7%Reduced
Lido Advisors, LLC1,476$286.4K0.00%−94−6.0%Reduced
Schonfeld Strategic Advisors LLC1,470$285.2K0.00%+260+21.5%Added
OneAscent Financial Services LLC1,447$281.0K0.04%+1,447New
Sequoia Financial Advisors, LLC1,425$276.5K0.00%+77+5.7%Added
Cim Investment Mangement Inc1,414$274.3K0.08%−338−19.3%Reduced
Envestnet Portfolio Solutions, Inc.1,398$271.2K0.00%−387−21.7%Reduced
FORA Capital, LLC1,393$270.2K0.03%+306+28.2%Added
Thoroughbred Financial Services, LLC1,385$268.0K0.02%+1,385New
Ontario Teachers Pension Plan Board1,324$256.9K0.00%+1,324New
Fifth Third Wealth Advisors LLC1,251$242.7K0.02%+1,251New
Oppenheimer Asset Management Inc.1,249$242.3K0.00%+1,249New
Ibex Wealth Advisors1,213$235.2K0.04%+1,213New
Essex Investment Management Co LLC1,210$234.7K0.04%−189−13.5%Reduced
Nomura Holdings Inc1,207$234.2K0.00%+1,207New
Farther Finance Advisors, LLC1,192$226.8K0.01%+1,148+2,609.1%Added
NBC Securities, Inc.1,162$225.0K0.02%+902+346.9%Added
GYL Financial Synergies, LLC1,159$224.8K0.02%−19−1.6%Reduced
Riverwater Partners LLC1,150$223.1K0.17%−80−6.5%Reduced
Fox Run Management, L.L.C.1,149$222.9K0.04%+1,149New
Ashton Thomas Private Wealth, LLC1,144$221.9K0.01%+35+3.2%Added
Central Trust Co1,135$220.2K0.01%00.0%Unchanged
Simplex Trading, LLC1,112$215.0K0.01%+1,112New
CIBC Asset Management Inc1,107$214.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.1,100$213.4K0.01%00.0%Unchanged
Park Avenue Securities LLC1,100$213.0K0.00%00.0%Unchanged
Savant Capital, LLC1,083$210.1K0.00%+42+4.0%Added
Wedbush Securities Inc1,077$209.0K0.01%+1,077New
Blair William & Co1,076$208.7K0.00%00.0%Unchanged
Axxcess Wealth Management, LLC1,068$207.2K0.01%00.0%Unchanged
Moneta Group Investment Advisors LLC1,065$206.6K0.00%00.0%Unchanged
Ballentine Partners, LLC1,037$201.2K0.00%+1,037New
KBC Group NV973$189.0K0.00%+105+12.1%Added
Beacon Capital Management, LLC900$174.6K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.873$169.4K0.00%−89−9.3%Reduced
Picton Mahoney Asset Management853$166.0K0.01%+853New
TD Private Client Wealth LLC814$157.9K0.00%+104+14.6%Added
Ci Investments Inc.777$151.0K0.00%+300+62.9%Added
Kessler Investment Group, LLC642$124.5K0.07%+642New
Harvest Fund Management Co., Ltd630$122.0K0.01%−1,224−66.0%Reduced
Ostrum Asset Management582$112.9K0.01%+127+27.9%Added
Northwestern Mutual Wealth Management Co581$112.7K0.00%00.0%Unchanged
GAMMA Investing LLC532$103.2K0.01%+11+2.1%Added
Globeflex Capital L P513$99.5K0.01%−630−55.1%Reduced
Archer Investment Corp500$97.0K0.03%00.0%Unchanged
Federation des caisses Desjardins du Quebec490$95.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC435$94.9K0.01%+130+42.6%Added
C M Bidwell & Associates Ltd457$88.7K0.06%00.0%Unchanged
Natixis Investment Managers International430$83.4K0.01%−69−13.8%Reduced
Caitlin John, LLC428$83.0K0.06%−37−8.0%Reduced
CIBC Private Wealth Group, LLC396$74.7K0.00%+8+2.1%Added
Versant Capital Management, Inc327$63.4K0.02%00.0%Unchanged
State of Wyoming313$60.7K0.01%−929−74.8%Reduced
GWM Advisors LLC252$48.9K0.00%−2,499−90.8%Reduced
Proequities, Inc.251$48.7K0.00%+13+5.5%Added
Covestor Ltd240$47.0K0.03%−52−17.8%Reduced
FinTrust Capital Advisors, LLC230$44.6K0.01%00.0%Unchanged
ZRC Wealth Management, LLC212$41.1K0.02%00.0%Unchanged
Quarry LP203$39.4K0.02%+203New
Parallel Advisors, LLC186$36.1K0.00%+62+50.0%Added
Toth Financial Advisory Corp175$34.0K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC166$32.2K0.01%+166New
Lindbrook Capital, LLC163$31.6K0.00%+9+5.8%Added
Edmond de Rothschild Holding S.A.158$30.7K0.00%+158New
Creative Financial Designs Inc157$30.5K0.00%+150+2,142.9%Added
Jones Financial Companies LLLP154$29.9K0.00%+154New
Nomura Asset Management Co Ltd150$29.1K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC145$28.2K0.00%−87−37.5%Reduced
Huntington National Bank135$26.2K0.00%−77−36.3%Reduced
Smithfield Trust Co135$26.0K0.00%00.0%Unchanged
Headlands Technologies LLC132$25.6K0.00%+132New
Clearstead Advisors, LLC125$24.3K0.00%+105+525.0%Added
USA Financial Portformulas Corp119$23.1K0.00%−233−66.2%Reduced
Key Financial Inc115$22.3K0.01%00.0%Unchanged
Parkside Financial Bank & Trust114$22.1K0.00%+65+132.7%Added
Umb Bank N A113$21.9K0.00%+10+9.7%Added
TD Capital Management LLC103$19.9K0.00%00.0%Unchanged
Spire Wealth Management102$19.8K0.00%+102New
Frazier Financial Advisors, LLC89$17.3K0.01%+65+270.8%Added
Principal Securities, Inc.85$16.5K0.00%−5−5.6%Reduced
Massmutual Trust Co FSB84$16.3K0.00%−10−10.6%Reduced
First Horizon Advisors, Inc.83$16.1K0.00%−60−42.0%Reduced
Smartleaf Asset Management LLC78$15.1K0.00%+47+151.6%Added
National Bank of Canada75$14.3K0.00%00.0%Unchanged
LGT Financial Advisors LLC70$13.6K0.03%00.0%Unchanged
Rise Advisors, LLC63$12.3K0.01%00.0%Unchanged
Bell Investment Advisors, Inc61$11.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.57$11.1K0.00%+57New
GW&K Investment Management, LLC50$10.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.50$9.70K0.00%+50New
Chelsea Counsel Co50$9.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC50$9.70K0.01%+5+11.1%Added