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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Dundas Partners LLP | 1,733 | $386.7K | 0.03% | −239,531−99.3% | Reduced |
| Summit Trail Advisors, LLC | 1,705 | $380.4K | 0.01% | −153−8.2% | Reduced |
| Sapient Capital LLC | 1,702 | $379.8K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,627 | $363.0K | 0.05% | −406−20.0% | Reduced |
| Ethic Inc. | 1,813 | $358.2K | 0.01% | +151+9.1% | Added |
| Legato Capital Management LLC | 1,595 | $355.9K | 0.04% | −2,235−58.4% | Reduced |
| James Investment Research Inc | 1,593 | $355.4K | 0.04% | +1,593 | New |
| Lazard Asset Management LLC | 1,592 | $354.0K | 0.00% | −2,235−58.4% | Reduced |
| Baird Financial Group, Inc. | 1,549 | $345.6K | 0.00% | −210−11.9% | Reduced |
| Shelton Capital Management | 1,515 | $338.0K | 0.01% | −60−3.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,502 | $335.2K | 0.00% | +104+7.4% | Added |
| 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 |
| Public Employees Retirement System of Ohio | 1,488 | $332.0K | 0.00% | −730−32.9% | Reduced |
| Cerity Partners LLC | 1,488 | $332.0K | 0.00% | +1,488 | New |
| Sequoia Financial Advisors, LLC | 1,440 | $321.3K | 0.00% | +15+1.1% | Added |
| Walleye Trading LLC | 1,430 | $319.1K | 0.01% | +1,430 | New |
| Cim Investment Mangement Inc | 1,414 | $315.5K | 0.09% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,349 | $301.0K | 0.04% | −44−3.2% | Reduced |
| Bullseye Asset Management LLC | 1,350 | $301.0K | 0.14% | +1,350 | New |
| Dakota Wealth Management | 1,305 | $291.2K | 0.01% | −3,544−73.1% | Reduced |
| RSM US Wealth Management LLC | 1,266 | $282.9K | 0.00% | +1,266 | New |
| Fifth Third Wealth Advisors LLC | 1,260 | $281.1K | 0.02% | +9+0.7% | Added |
| Raymond James Trust N.A. | 1,250 | $278.9K | 0.01% | +1,250 | New |
| Snowden Capital Advisors LLC | 1,228 | $274.0K | 0.01% | +1,228 | New |
| Essex Investment Management Co LLC | 1,210 | $270.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,191 | $266.0K | 0.01% | +114+10.6% | Added |
| Ashton Thomas Private Wealth, LLC | 1,144 | $255.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,143 | $255.0K | 0.01% | +43+3.9% | Added |
| CIBC Asset Management Inc | 1,142 | $254.8K | 0.00% | +35+3.2% | Added |
| Central Trust Co | 1,135 | $253.3K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,130 | $251.0K | 0.12% | −20−1.7% | Reduced |
| Ballentine Partners, LLC | 1,111 | $247.9K | 0.00% | +74+7.1% | Added |
| KBC Group NV | 1,096 | $245.0K | 0.00% | +123+12.6% | Added |
| Savant Capital, LLC | 1,092 | $243.7K | 0.00% | +9+0.8% | Added |
| Park Avenue Securities LLC | 1,088 | $243.0K | 0.00% | −12−1.1% | Reduced |
| Sanctuary Advisors, LLC | 870 | $241.1K | 0.00% | −6,199−87.7% | Reduced |
| Blair William & Co | 1,079 | $240.8K | 0.00% | +3+0.3% | Added |
| Axxcess Wealth Management, LLC | 1,068 | $238.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,065 | $237.6K | 0.00% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,052 | $234.7K | 0.02% | −107−9.2% | Reduced |
| Trust Point Inc. | 1,037 | $231.4K | 0.02% | +1,037 | 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 |
| TownSquare Capital, LLC | 1,015 | $226.5K | 0.00% | +1,015 | New |
| M&T Bank Corp | 1,013 | $226.0K | 0.00% | +1,013 | New |
| Independent Financial Group, LLC | 1,000 | $223.1K | 0.01% | +1,000 | New |
| OneAscent Financial Services LLC | 997 | $222.0K | 0.16% | −450−31.1% | Reduced |
| Forum Financial Management, LP | 980 | $218.7K | 0.00% | +980 | New |
| OneAscent Wealth Management LLC | 979 | $218.0K | 0.08% | +979 | New |
| GTS Securities LLC | 974 | $217.3K | 0.00% | +974 | New |
| Wealth Enhancement Advisory Services, LLC | 974 | $217.3K | 0.00% | +974 | New |
| Meiji Yasuda Asset Management Co Ltd. | 944 | $210.6K | 0.01% | +944 | New |
| Pinnacle Wealth Planning Services, Inc. | 937 | $209.1K | 0.03% | +937 | New |
| Stratos Wealth Partners, LTD. | 935 | $208.7K | 0.00% | +935 | New |
| Twin Tree Management, LP | 935 | $208.6K | 0.00% | +935 | New |
| La Banque Postale Asset Management SA | 924 | $206.2K | 0.00% | +924 | New |
| Retirement Guys Formula LLC | 924 | $206.2K | 0.10% | +924 | New |
| Los Angeles Capital Management LLC | 923 | $205.9K | 0.00% | −29,216−96.9% | Reduced |
| Insight Folios Inc | 915 | $204.2K | 0.07% | +915 | New |
| Beacon Capital Management, LLC | 900 | $200.8K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 844 | $188.3K | 0.02% | +312+58.6% | Added |
| Tower Research Capital LLC (TRC) | 817 | $182.3K | 0.00% | −7,143−89.7% | Reduced |
| nVerses Capital, LLC | 700 | $156.2K | 0.07% | +700 | New |
| Spire Wealth Management | 658 | $146.8K | 0.00% | +556+545.1% | Added |
| Danske Bank A/S | 600 | $133.9K | 0.00% | −10,176−94.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 581 | $129.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 565 | $126.0K | 0.00% | −212−27.3% | Reduced |
| Farther Finance Advisors, LLC | 562 | $125.4K | 0.00% | −630−52.9% | Reduced |
| Values First Advisors, Inc. | 510 | $113.9K | 0.06% | +510 | New |
| EverSource Wealth Advisors, LLC | 506 | $112.8K | 0.01% | +71+16.3% | Added |
| Archer Investment Corp | 500 | $111.6K | 0.03% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 500 | $111.6K | 0.03% | +500 | New |
| Federation des caisses Desjardins du Quebec | 498 | $111.1K | 0.00% | +8+1.6% | Added |
| Kessler Investment Group, LLC | 482 | $107.5K | 0.06% | −160−24.9% | Reduced |
| CIBC Private Wealth Group, LLC | 460 | $102.6K | 0.00% | +64+16.2% | Added |
| Jones Financial Companies LLLP | 458 | $102.2K | 0.00% | +304+197.4% | Added |
| Natixis Investment Managers International | 430 | $95.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 415 | $92.6K | 0.00% | +415 | New |
| Millburn Ridgefield Corp | 375 | $83.7K | 0.00% | +375 | New |
| C M Bidwell & Associates Ltd | 345 | $77.0K | 0.05% | −112−24.5% | Reduced |
| Versant Capital Management, Inc | 327 | $73.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 294 | $65.6K | 0.00% | +42+16.7% | Added |
| Ostrum Asset Management | 261 | $58.2K | 0.00% | −321−55.2% | Reduced |
| Proequities, Inc. | 257 | $57.3K | 0.00% | +6+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 234 | $52.2K | 0.00% | +76+48.1% | Added |
| Covestor Ltd | 232 | $52.0K | 0.03% | −8−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 230 | $51.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 212 | $47.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 190 | $42.4K | 0.00% | +77+68.1% | Added |
| Clearstead Advisors, LLC | 177 | $39.5K | 0.00% | +52+41.6% | Added |
| Meeder Asset Management Inc | 176 | $39.3K | 0.00% | −3,759−95.5% | Reduced |
| Toth Financial Advisory Corp | 175 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 171 | $38.2K | 0.00% | +88+106.0% | Added |
| Lindbrook Capital, LLC | 163 | $36.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $36.1K | 0.01% | +48+42.1% | Added |
| Parallel Advisors, LLC | 162 | $36.1K | 0.00% | −24−12.9% | Reduced |
| Creative Financial Designs Inc | 157 | $35.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 156 | $34.8K | 0.00% | −157−50.2% | Reduced |
| V-Square Quantitative Management LLC | 151 | $33.7K | 0.00% | +151 | New |