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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, Q3 2024

Institutional positions in Applied Industrial Technologies Inc as of Sep 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
451
+24 vs. Q2 2024
Shares held
36.0M
+5.22M (+17.0%) vs. Q2 2024
Total value
$8.01B
+$2.03B (+34.0%) vs. Q2 2024
New holders
70
146 more added
Sold out
46
172 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 451 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: 622 institutions
Value heldQ3 2024: $8.01B
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 2026622$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, Q3 2024

Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q2 2024.

Institutions holding AIT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rosenberg Matthew Hamilton1$2230.00%00.0%Unchanged
TFC Financial Management1$2240.00%00.0%Unchanged
Quest Partners LLC2$4460.00%−11,608−100.0%Reduced
Larson Financial Group LLC2$4460.00%00.0%Unchanged
Claris Advisors, LLC2$4460.00%+2New
Cornerstone Planning Group LLC2$4710.00%00.0%Unchanged
Creekmur Asset Management LLC4$8930.00%+4New
Annis Gardner Whiting Capital Advisors, LLC5$1.12K0.00%00.0%Unchanged
Park Place Capital Corp5$1.12K0.00%+5New
Concord Wealth Partners7$1.56K0.00%+7New
Continuum Advisory, LLC6$1.63K0.00%−18−75.0%Reduced
Whittier Trust Co of Nevada Inc8$1.78K0.00%+8New
DiNuzzo Private Wealth, Inc.9$2.01K0.00%00.0%Unchanged
Bryn Mawr Trust Co12$2.68K0.00%+12New
SJS Investment Consulting Inc.12$2.68K0.00%−1−7.7%Reduced
CoreCap Advisors, LLC14$3.12K0.00%00.0%Unchanged
Colonial Trust Co15$3.35K0.00%+15New
Farmers & Merchants Investments Inc15$3.35K0.00%00.0%Unchanged
Allworth Financial LP17$3.79K0.00%−5−22.7%Reduced
Hemington Wealth Management19$4.00K0.00%+19New
Wolff Wiese Magana LLC20$4.46K0.00%+20New
Private Trust Co NA21$4.69K0.00%−3−12.5%Reduced
Planned Solutions, Inc.23$5.13K0.00%+23New
Hexagon Capital Partners LLC29$6.47K0.00%−7−19.4%Reduced
JFS Wealth Advisors, LLC30$6.69K0.00%+1+3.4%Added
Rothschild Investment LLC30$6.69K0.00%+14+87.5%Added
Global Retirement Partners, LLC33$7.42K0.00%−1−2.9%Reduced
MB, Levis & Associates, LLC35$7.81K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$8.26K0.00%+1+2.8%Added
LRI Investments, LLC31$8.47K0.00%00.0%Unchanged
Sterling Capital Management LLC39$8.70K0.00%+39New
Capital Performance Advisors LLP40$8.93K0.00%+40New
Hanseatic Management Services Inc41$9.15K0.01%00.0%Unchanged
GW&K Investment Management, LLC50$11.0K0.00%00.0%Unchanged
Chelsea Counsel Co50$11.2K0.01%00.0%Unchanged
Eagle Bay Advisors LLC52$11.6K0.00%+2+4.0%Added
SRS Capital Advisors, Inc.57$12.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc61$13.6K0.00%00.0%Unchanged
Rise Advisors, LLC63$14.1K0.01%00.0%Unchanged
LGT Financial Advisors LLC70$15.6K0.04%00.0%Unchanged
Frazier Financial Advisors, LLC81$18.1K0.01%−8−9.0%Reduced
Massmutual Trust Co FSB85$19.0K0.00%+1+1.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$20.2K0.00%−55−37.9%Reduced
Principal Securities, Inc.100$22.3K0.00%+15+17.6%Added
TD Capital Management LLC103$22.9K0.00%00.0%Unchanged
J.Safra Asset Management Corp115$25.7K0.00%+102+784.6%Added
Key Financial Inc115$25.7K0.01%00.0%Unchanged
Smartleaf Asset Management LLC133$29.7K0.00%+55+70.5%Added
Smithfield Trust Co135$30.0K0.00%00.0%Unchanged
Huntington National Bank139$31.0K0.00%+4+3.0%Added
Nomura Asset Management Co Ltd150$33.5K0.00%00.0%Unchanged
V-Square Quantitative Management LLC151$33.7K0.00%+151New
State of Wyoming156$34.8K0.00%−157−50.2%Reduced
Creative Financial Designs Inc157$35.0K0.00%00.0%Unchanged
Parallel Advisors, LLC162$36.1K0.00%−24−12.9%Reduced
Parkside Financial Bank & Trust162$36.1K0.01%+48+42.1%Added
Lindbrook Capital, LLC163$36.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.171$38.2K0.00%+88+106.0%Added
Toth Financial Advisory Corp175$39.0K0.00%00.0%Unchanged
Meeder Asset Management Inc176$39.3K0.00%−3,759−95.5%Reduced
Clearstead Advisors, LLC177$39.5K0.00%+52+41.6%Added
Umb Bank N A190$42.4K0.00%+77+68.1%Added
ZRC Wealth Management, LLC212$47.4K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC230$51.3K0.01%00.0%Unchanged
Covestor Ltd232$52.0K0.03%−8−3.3%Reduced
Edmond de Rothschild Holding S.A.234$52.2K0.00%+76+48.1%Added
Proequities, Inc.257$57.3K0.00%+6+2.4%Added
Ostrum Asset Management261$58.2K0.00%−321−55.2%Reduced
GWM Advisors LLC294$65.6K0.00%+42+16.7%Added
Versant Capital Management, Inc327$73.0K0.02%00.0%Unchanged
C M Bidwell & Associates Ltd345$77.0K0.05%−112−24.5%Reduced
Millburn Ridgefield Corp375$83.7K0.00%+375New
IFP Advisors, Inc415$92.6K0.00%+415New
Natixis Investment Managers International430$95.9K0.01%00.0%Unchanged
Jones Financial Companies LLLP458$102.2K0.00%+304+197.4%Added
CIBC Private Wealth Group, LLC460$102.6K0.00%+64+16.2%Added
Kessler Investment Group, LLC482$107.5K0.06%−160−24.9%Reduced
Federation des caisses Desjardins du Quebec498$111.1K0.00%+8+1.6%Added
Archer Investment Corp500$111.6K0.03%00.0%Unchanged
Uncommon Cents Investing LLC500$111.6K0.03%+500New
EverSource Wealth Advisors, LLC506$112.8K0.01%+71+16.3%Added
Values First Advisors, Inc.510$113.9K0.06%+510New
Farther Finance Advisors, LLC562$125.4K0.00%−630−52.9%Reduced
Ci Investments Inc.565$126.0K0.00%−212−27.3%Reduced
Northwestern Mutual Wealth Management Co581$129.6K0.00%00.0%Unchanged
Danske Bank A/S600$133.9K0.00%−10,176−94.4%Reduced
Spire Wealth Management658$146.8K0.00%+556+545.1%Added
nVerses Capital, LLC700$156.2K0.07%+700New
Tower Research Capital LLC (TRC)817$182.3K0.00%−7,143−89.7%Reduced
GAMMA Investing LLC844$188.3K0.02%+312+58.6%Added
Beacon Capital Management, LLC900$200.8K0.03%00.0%Unchanged
Insight Folios Inc915$204.2K0.07%+915New
Los Angeles Capital Management LLC923$205.9K0.00%−29,216−96.9%Reduced
Retirement Guys Formula LLC924$206.2K0.10%+924New
La Banque Postale Asset Management SA924$206.2K0.00%+924New
Twin Tree Management, LP935$208.6K0.00%+935New
Stratos Wealth Partners, LTD.935$208.7K0.00%+935New
Pinnacle Wealth Planning Services, Inc.937$209.1K0.03%+937New
Meiji Yasuda Asset Management Co Ltd.944$210.6K0.01%+944New
GTS Securities LLC974$217.3K0.00%+974New