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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 974 | $217.3K | 0.00% | +974 | New |
| OneAscent Wealth Management LLC | 979 | $218.0K | 0.08% | +979 | New |
| Forum Financial Management, LP | 980 | $218.7K | 0.00% | +980 | New |
| OneAscent Financial Services LLC | 997 | $222.0K | 0.16% | −450−31.1% | Reduced |
| Independent Financial Group, LLC | 1,000 | $223.1K | 0.01% | +1,000 | New |
| M&T Bank Corp | 1,013 | $226.0K | 0.00% | +1,013 | New |
| TownSquare Capital, LLC | 1,015 | $226.5K | 0.00% | +1,015 | New |
| TD Private Client Wealth LLC | 1,017 | $226.9K | 0.01% | +203+24.9% | Added |
| Captrust Financial Advisors | 1,017 | $226.9K | 0.00% | +1,017 | New |
| Trust Point Inc. | 1,037 | $231.4K | 0.02% | +1,037 | New |
| GYL Financial Synergies, LLC | 1,052 | $234.7K | 0.02% | −107−9.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,065 | $237.6K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,068 | $238.3K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 1,079 | $240.8K | 0.00% | +3+0.3% | Added |
| Sanctuary Advisors, LLC | 870 | $241.1K | 0.00% | −6,199−87.7% | Reduced |
| Park Avenue Securities LLC | 1,088 | $243.0K | 0.00% | −12−1.1% | Reduced |
| Savant Capital, LLC | 1,092 | $243.7K | 0.00% | +9+0.8% | Added |
| KBC Group NV | 1,096 | $245.0K | 0.00% | +123+12.6% | Added |
| Ballentine Partners, LLC | 1,111 | $247.9K | 0.00% | +74+7.1% | Added |
| Riverwater Partners LLC | 1,130 | $251.0K | 0.12% | −20−1.7% | Reduced |
| Central Trust Co | 1,135 | $253.3K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,142 | $254.8K | 0.00% | +35+3.2% | Added |
| GHP Investment Advisors, Inc. | 1,143 | $255.0K | 0.01% | +43+3.9% | Added |
| Ashton Thomas Private Wealth, LLC | 1,144 | $255.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,191 | $266.0K | 0.01% | +114+10.6% | Added |
| Essex Investment Management Co LLC | 1,210 | $270.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,228 | $274.0K | 0.01% | +1,228 | New |
| Raymond James Trust N.A. | 1,250 | $278.9K | 0.01% | +1,250 | New |
| Fifth Third Wealth Advisors LLC | 1,260 | $281.1K | 0.02% | +9+0.7% | Added |
| RSM US Wealth Management LLC | 1,266 | $282.9K | 0.00% | +1,266 | New |
| Dakota Wealth Management | 1,305 | $291.2K | 0.01% | −3,544−73.1% | Reduced |
| Bullseye Asset Management LLC | 1,350 | $301.0K | 0.14% | +1,350 | New |
| FORA Capital, LLC | 1,349 | $301.0K | 0.04% | −44−3.2% | Reduced |
| Cim Investment Mangement Inc | 1,414 | $315.5K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,430 | $319.1K | 0.01% | +1,430 | New |
| Sequoia Financial Advisors, LLC | 1,440 | $321.3K | 0.00% | +15+1.1% | Added |
| Cerity Partners LLC | 1,488 | $332.0K | 0.00% | +1,488 | New |
| Public Employees Retirement System of Ohio | 1,488 | $332.0K | 0.00% | −730−32.9% | Reduced |
| Stonegate Investment Group, LLC | 1,500 | $334.7K | 0.01% | −1,099−42.3% | Reduced |
| Paloma Partners Management Co | 1,500 | $334.7K | 0.02% | +1,500 | New |
| Envestnet Portfolio Solutions, Inc. | 1,502 | $335.2K | 0.00% | +104+7.4% | Added |
| Shelton Capital Management | 1,515 | $338.0K | 0.01% | −60−3.8% | Reduced |
| Baird Financial Group, Inc. | 1,549 | $345.6K | 0.00% | −210−11.9% | Reduced |
| Lazard Asset Management LLC | 1,592 | $354.0K | 0.00% | −2,235−58.4% | Reduced |
| James Investment Research Inc | 1,593 | $355.4K | 0.04% | +1,593 | New |
| Legato Capital Management LLC | 1,595 | $355.9K | 0.04% | −2,235−58.4% | Reduced |
| Ethic Inc. | 1,813 | $358.2K | 0.01% | +151+9.1% | Added |
| Cynosure Management, LLC | 1,627 | $363.0K | 0.05% | −406−20.0% | Reduced |
| Sapient Capital LLC | 1,702 | $379.8K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,705 | $380.4K | 0.01% | −153−8.2% | Reduced |
| Dundas Partners LLP | 1,733 | $386.7K | 0.03% | −239,531−99.3% | Reduced |
| MML Investors Services, LLC | 1,762 | $393.0K | 0.00% | −1,036−37.0% | Reduced |
| Quadrant Capital Group LLC | 1,780 | $397.2K | 0.03% | −14−0.8% | Reduced |
| Gotham Asset Management, LLC | 1,794 | $400.3K | 0.00% | −2,638−59.5% | Reduced |
| Fox Hill Wealth Management | 1,849 | $412.6K | 0.23% | −80−4.1% | Reduced |
| NBC Securities, Inc. | 1,853 | $413.0K | 0.03% | +691+59.5% | Added |
| Profund Advisors LLC | 1,910 | $426.2K | 0.02% | +24+1.3% | Added |
| International Assets Investment Management, LLC | 95,723 | $429.0K | 0.00% | +95,723 | New |
| Coldstream Capital Management Inc | 1,924 | $429.4K | 0.01% | +68+3.7% | Added |
| Thoroughbred Financial Services, LLC | 1,937 | $432.0K | 0.03% | +552+39.9% | Added |
| Cinctive Capital Management LP | 1,969 | $439.3K | 0.03% | −3,791−65.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,982 | $442.2K | 0.03% | +1,982 | New |
| Walleye Capital LLC | 1,996 | $445.4K | 0.00% | +281+16.4% | Added |
| Bank of Stockton | 2,000 | $446.3K | 0.13% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,057 | $459.0K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,076 | $463.2K | 0.02% | +27+1.3% | Added |
| CAPROCK Group, Inc. | 2,083 | $464.8K | 0.02% | −5−0.2% | Reduced |
| MQS Management LLC | 2,096 | $467.7K | 0.26% | +2,096 | New |
| Aviva PLC | 2,116 | $472.1K | 0.00% | −1,169−35.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,125 | $474.1K | 0.05% | −43−2.0% | Reduced |
| Seven Eight Capital, LP | 2,130 | $475.3K | 0.04% | +2,130 | New |
| Bridges Investment Management Inc | 2,160 | $482.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,201 | $491.1K | 0.00% | +43+2.0% | Added |
| Toroso Investments, LLC | 2,281 | $509.0K | 0.01% | −204−8.2% | Reduced |
| Miller Howard Investments Inc | 2,298 | $512.8K | 0.02% | −2−0.1% | Reduced |
| Susquehanna International Group, LLP | 2,302 | $513.6K | 0.00% | +621+36.9% | Added |
| Oppenheimer Asset Management Inc. | 2,318 | $517.2K | 0.01% | +1,069+85.6% | Added |
| Cresset Asset Management, LLC | 2,323 | $518.3K | 0.00% | +224+10.7% | Added |
| Ancora Advisors, LLC | 2,375 | $529.9K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,449 | $546.4K | 0.04% | +2,449 | New |
| Wolverine Trading, LLC | 2,451 | $546.7K | 0.01% | +2,451 | New |
| Mackenzie Financial Corp | 2,459 | $548.7K | 0.00% | +80+3.4% | Added |
| Eqis Capital Management, Inc. | 2,501 | $558.1K | 0.04% | −266−9.6% | Reduced |
| Lindenwold Advisors | 2,521 | $562.5K | 0.28% | +104+4.3% | Added |
| Verition Fund Management LLC | 2,532 | $565.0K | 0.00% | −8,864−77.8% | Reduced |
| Man Group plc | 2,610 | $582.4K | 0.00% | −2,584−49.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,611 | $583.0K | 0.00% | +108+4.3% | Added |
| DekaBank Deutsche Girozentrale | 2,683 | $590.0K | 0.00% | −16,183−85.8% | Reduced |
| Pitcairn Co | 2,663 | $594.2K | 0.04% | −298−10.1% | Reduced |
| Private Advisor Group, LLC | 2,702 | $602.8K | 0.00% | −16−0.6% | Reduced |
| Atom Investors LP | 2,713 | $605.4K | 0.06% | −194−6.7% | Reduced |
| Sendero Wealth Management, LLC | 2,728 | $608.7K | 0.10% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,729 | $608.9K | 0.08% | −850−23.7% | Reduced |
| Delta Capital Management LLC | 2,745 | $612.0K | 0.35% | −160−5.5% | Reduced |
| Hancock Whitney Corp | 2,795 | $623.7K | 0.02% | −9−0.3% | Reduced |
| Csenge Advisory Group | 2,837 | $641.8K | 0.03% | −1,880−39.9% | Reduced |
| Shell Asset Management Co | 2,906 | $648.0K | 0.03% | +2,906 | New |
| JustInvest LLC | 2,945 | $657.1K | 0.01% | +189+6.9% | Added |
| Securian Asset Management, Inc | 2,979 | $664.7K | 0.02% | −100−3.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,050 | $680.5K | 0.06% | −150−4.7% | Reduced |