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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, Q4 2024

Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 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
498
+59 vs. Q3 2024
Shares held
36.0M
+209.2K (+0.6%) vs. Q3 2024
Total value
$8.62B
+$656.9M (+8.3%) vs. Q3 2024
New holders
94
187 more added
Sold out
35
154 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 498 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 heldQ4 2024: $8.62B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2024.

Institutions holding AIT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rosenberg Matthew Hamilton1$2390.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2390.00%+1New
Parkworth Wealth Management, Inc.1$2390.00%+1New
Principia Wealth Advisory, LLC1$2390.00%+1New
TFC Financial Management1$2400.00%00.0%Unchanged
WealthTrak Capital Management LLC1$2400.00%+1New
NewSquare Capital LLC2$4790.00%+2New
Global Financial Private Client, LLC2$4790.00%+2New
Cornerstone Planning Group LLC2$5030.00%00.0%Unchanged
NBC Securities, Inc.2$5800.05%−1,851−99.9%Reduced
Bokf, NA3$7340.00%+3New
Park Place Capital Corp5$1.20K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC5$1.20K0.00%+5New
Annis Gardner Whiting Capital Advisors, LLC5$1.20K0.00%00.0%Unchanged
Continuum Advisory, LLC6$1.44K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$1.44K0.00%+6New
Horizon Investments, LLC6$1.44K0.00%+6New
Concord Wealth Partners7$1.68K0.00%00.0%Unchanged
Center for Financial Planning, Inc.7$1.68K0.00%+7New
Creative Financial Designs Inc7$1.69K0.00%−150−95.5%Reduced
Whittier Trust Co of Nevada Inc8$1.92K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$1.92K0.00%−4−33.3%Reduced
DiNuzzo Private Wealth, Inc.9$2.16K0.00%00.0%Unchanged
Bryn Mawr Trust Co12$2.87K0.00%00.0%Unchanged
CoreCap Advisors, LLC14$3.35K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$3.59K0.00%00.0%Unchanged
Private Trust Co NA18$4.31K0.00%−3−14.3%Reduced
Allworth Financial LP17$4.45K0.00%00.0%Unchanged
Bogart Wealth, LLC20$4.79K0.00%+20New
Wolff Wiese Magana LLC20$4.79K0.00%00.0%Unchanged
Signaturefd, LLC24$5.75K0.00%+24New
High Note Wealth, LLC25$5.99K0.00%+25New
Hemington Wealth Management27$6.00K0.00%+8+42.1%Added
Colonial Trust Co27$6.46K0.00%+12+80.0%Added
Hexagon Capital Partners LLC29$6.95K0.00%00.0%Unchanged
Walleye Trading LLC30$7.18K0.00%−1,400−97.9%Reduced
LRI Investments, LLC31$7.49K0.00%00.0%Unchanged
Global Retirement Partners, LLC33$7.97K0.00%00.0%Unchanged
Private Wealth Management Group, LLC37$8.86K0.00%00.0%Unchanged
Sterling Capital Management LLC39$9.34K0.00%00.0%Unchanged
Hanseatic Management Services Inc41$9.82K0.01%00.0%Unchanged
Synergy Investment Management, LLC46$10.9K0.00%+46New
Rothschild Investment LLC46$11.0K0.00%+16+53.3%Added
SRS Capital Advisors, Inc.50$12.0K0.00%−7−12.3%Reduced
Eagle Bay Advisors LLC52$12.5K0.01%00.0%Unchanged
Bell Investment Advisors, Inc61$14.6K0.00%00.0%Unchanged
Rise Advisors, LLC63$15.2K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC69$16.5K0.00%+39+130.0%Added
LGT Financial Advisors LLC70$16.8K0.04%00.0%Unchanged
Skopos Labs, Inc.74$17.7K0.01%+74New
Harbor Investment Advisory, LLC81$19.4K0.00%+81New
Massmutual Trust Co FSB86$20.6K0.00%+1+1.2%Added
Park Square Financial Group, LLC90$21.6K0.01%+90New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$21.8K0.00%00.0%Unchanged
Danske Bank A/S100$23.9K0.00%−500−83.3%Reduced
Group One Trading, L.P.100$23.9K0.00%+100New
R Squared Ltd100$23.9K0.02%+100New
TD Capital Management LLC103$24.6K0.00%00.0%Unchanged
Principal Securities, Inc.107$25.6K0.00%+7+7.0%Added
Key Financial Inc115$27.5K0.01%00.0%Unchanged
Larson Financial Group LLC120$28.7K0.00%+118+5,900.0%Added
Kestra Investment Management, LLC127$30.5K0.00%+127New
J.Safra Asset Management Corp129$30.8K0.00%+14+12.2%Added
Meeder Asset Management Inc130$31.1K0.00%−46−26.1%Reduced
V-Square Quantitative Management LLC133$31.9K0.00%−18−11.9%Reduced
Smithfield Trust Co135$33.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC148$35.3K0.00%+15+11.3%Added
Nomura Asset Management Co Ltd150$35.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.164$39.3K0.00%−7−4.1%Reduced
Lindbrook Capital, LLC164$39.3K0.00%+1+0.6%Added
Toth Financial Advisory Corp175$41.9K0.00%00.0%Unchanged
SBI Securities Co., Ltd.182$43.6K0.00%+182New
Covestor Ltd184$44.0K0.03%−48−20.7%Reduced
Huntington National Bank186$44.5K0.00%+47+33.8%Added
Clearstead Advisors, LLC199$47.7K0.00%+22+12.4%Added
Parkside Financial Bank & Trust203$48.6K0.01%+41+25.3%Added
Parallel Advisors, LLC204$48.9K0.00%+42+25.9%Added
Quarry LP211$50.5K0.01%+211New
ZRC Wealth Management, LLC213$50.9K0.02%+1+0.5%Added
Umb Bank N A216$51.7K0.00%+26+13.7%Added
National Bank of Canada227$54.4K0.00%+227New
Kessler Investment Group, LLC323$77.3K0.04%−159−33.0%Reduced
C M Bidwell & Associates Ltd340$81.4K0.05%−5−1.4%Reduced
Versant Capital Management, Inc382$91.5K0.02%+55+16.8%Added
Edmond de Rothschild Holding S.A.412$98.7K0.00%+178+76.1%Added
Natixis Investment Managers International430$103.0K0.01%00.0%Unchanged
IFP Advisors, Inc439$105.1K0.00%+24+5.8%Added
Federation des caisses Desjardins du Quebec450$107.8K0.00%−48−9.6%Reduced
CIBC Private Wealth Group, LLC459$114.3K0.00%−1−0.2%Reduced
Ostrum Asset Management488$116.9K0.01%+227+87.0%Added
Archer Investment Corp500$119.7K0.03%00.0%Unchanged
Essex Investment Management Co LLC505$120.9K0.02%−705−58.3%Reduced
Farther Finance Advisors, LLC534$127.9K0.00%−28−5.0%Reduced
Northwestern Mutual Wealth Management Co585$140.1K0.00%+4+0.7%Added
Caitong International Asset Management Co., Ltd595$142.5K0.14%+595New
EverSource Wealth Advisors, LLC652$156.1K0.01%+146+28.9%Added
Kohmann Bosshard Financial Services, LLC795$190.4K0.02%+795New
Stratos Wealth Partners, LTD.856$205.0K0.00%−79−8.4%Reduced
M&T Bank Corp868$207.9K0.00%−145−14.3%Reduced
Rafferty Asset Management, LLC878$210.3K0.00%+878New