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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 899 | $215.3K | 0.03% | +899 | New |
| Independent Financial Group, LLC | 900 | $215.5K | 0.01% | −100−10.0% | Reduced |
| Beacon Capital Management, LLC | 901 | $215.8K | 0.03% | +1+0.1% | Added |
| GWN Securities Inc. | 843 | $219.7K | 0.06% | +843 | New |
| Ci Investments Inc. | 926 | $222.0K | 0.00% | +361+63.9% | Added |
| GAMMA Investing LLC | 933 | $223.4K | 0.02% | +89+10.5% | Added |
| Balboa Wealth Partners | 933 | $223.4K | 0.05% | +933 | New |
| Retirement Guys Formula LLC | 938 | $224.7K | 0.11% | +14+1.5% | Added |
| United Capital Financial Advisers, LLC | 944 | $225.9K | 0.00% | +944 | New |
| Meiji Yasuda Asset Management Co Ltd. | 944 | $226.1K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 949 | $227.3K | 0.10% | +949 | New |
| Summit Trail Advisors, LLC | 957 | $229.2K | 0.01% | −748−43.9% | Reduced |
| Defined Financial Planning LLC | 965 | $231.1K | 0.25% | +965 | New |
| Captrust Financial Advisors | 971 | $232.5K | 0.00% | −46−4.5% | Reduced |
| Forum Financial Management, LP | 980 | $234.7K | 0.00% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 1,000 | $239.5K | 0.06% | +1,000 | New |
| Ashton Thomas Private Wealth, LLC | 1,005 | $240.7K | 0.01% | −139−12.2% | Reduced |
| Optimize Financial Inc | 1,015 | $243.1K | 0.18% | +1,015 | New |
| TD Private Client Wealth LLC | 1,017 | $243.5K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,038 | $249.0K | 0.02% | +41+4.1% | Added |
| Advisory Services Network, LLC | 1,045 | $250.3K | 0.00% | +1,045 | New |
| Trust Point Inc. | 1,064 | $254.8K | 0.02% | +27+2.6% | Added |
| Axxcess Wealth Management, LLC | 1,068 | $255.8K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 1,079 | $258.4K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,079 | $258.4K | 0.00% | +14+1.3% | Added |
| Savant Capital, LLC | 1,092 | $261.5K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,101 | $263.6K | 0.00% | +86+8.5% | Added |
| Ballentine Partners, LLC | 1,111 | $266.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $271.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,143 | $273.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,040 | $274.2K | 0.00% | +170+19.5% | Added |
| AE Wealth Management LLC | 1,171 | $280.5K | 0.00% | +1,171 | New |
| Kapitalo Investimentos Ltda | 1,172 | $280.7K | 0.19% | +1,172 | New |
| GTS Securities LLC | 1,188 | $284.5K | 0.01% | +214+22.0% | Added |
| CIBC Asset Management Inc | 1,206 | $288.8K | 0.00% | +64+5.6% | Added |
| Sendero Wealth Management, LLC | 1,215 | $291.0K | 0.04% | −1,513−55.5% | Reduced |
| Anb Bank | 1,216 | $291.2K | 0.13% | +1,216 | New |
| Intrust Bank NA | 1,238 | $296.5K | 0.03% | +1,238 | New |
| Aristides Capital LLC | 1,242 | $297.4K | 0.09% | +1,242 | New |
| Snowden Capital Advisors LLC | 1,249 | $299.1K | 0.01% | +21+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,260 | $301.7K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,271 | $304.4K | 0.00% | −217−14.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,275 | $305.3K | 0.00% | +301+30.9% | Added |
| Colony Group, LLC | 1,283 | $307.2K | 0.00% | +1,283 | New |
| Cynosure Management, LLC | 1,300 | $311.3K | 0.05% | −327−20.1% | Reduced |
| Kestra Advisory Services, LLC | 1,310 | $313.6K | 0.00% | +1,310 | New |
| Jones Financial Companies LLLP | 1,340 | $320.9K | 0.00% | +882+192.6% | Added |
| Bullseye Asset Management LLC | 1,350 | $323.0K | 0.15% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,357 | $325.0K | 0.04% | +1,357 | New |
| Counterpoint Mutual Funds LLC | 1,364 | $326.6K | 0.04% | +1,364 | New |
| Jefferies Financial Group Inc. | 1,366 | $327.1K | 0.00% | +1,366 | New |
| Dark Forest Capital Management LP | 1,366 | $327.1K | 0.05% | +1,366 | New |
| Envestnet Portfolio Solutions, Inc. | 1,367 | $327.5K | 0.00% | −135−9.0% | Reduced |
| Canada Pension Plan Investment Board | 1,400 | $335.3K | 0.00% | −16,700−92.3% | Reduced |
| Headlands Technologies LLC | 1,402 | $335.7K | 0.03% | +1,402 | New |
| Gsa Capital Partners LLP | 1,409 | $337.0K | 0.02% | −2,037−59.1% | Reduced |
| Park Avenue Securities LLC | 1,411 | $338.0K | 0.00% | +323+29.7% | Added |
| Fox Hill Wealth Management | 1,435 | $343.6K | 0.19% | −414−22.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,437 | $344.1K | 0.00% | −3−0.2% | Reduced |
| Shelton Capital Management | 1,447 | $346.5K | 0.01% | −68−4.5% | Reduced |
| Values First Advisors, Inc. | 1,475 | $353.2K | 0.19% | +965+189.2% | Added |
| Kestra Private Wealth Services, LLC | 1,528 | $365.9K | 0.01% | +1,528 | New |
| Wedbush Securities Inc | 1,534 | $367.0K | 0.01% | +343+28.8% | Added |
| KBC Group NV | 1,540 | $369.0K | 0.00% | +444+40.5% | Added |
| Nebula Research & Development LLC | 1,576 | $377.4K | 0.04% | +1,576 | New |
| Baird Financial Group, Inc. | 1,588 | $380.3K | 0.00% | +39+2.5% | Added |
| Maven Securities LTD | 1,590 | $380.8K | 0.06% | +1,590 | New |
| Thoroughbred Financial Services, LLC | 1,629 | $390.0K | 0.02% | −308−15.9% | Reduced |
| Sapient Capital LLC | 1,702 | $407.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,707 | $408.8K | 0.03% | +1,707 | New |
| Cresset Asset Management, LLC | 1,711 | $409.7K | 0.00% | −612−26.3% | Reduced |
| James Investment Research Inc | 1,767 | $423.1K | 0.05% | +174+10.9% | Added |
| Quadrant Capital Group LLC | 1,799 | $430.8K | 0.03% | +19+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 1,814 | $434.4K | 0.03% | −635−25.9% | Reduced |
| Profund Advisors LLC | 1,816 | $434.9K | 0.02% | −94−4.9% | Reduced |
| US Asset Management LLC | 1,818 | $435.0K | 0.39% | +1,818 | New |
| Jump Financial, LLC | 1,827 | $437.5K | 0.01% | +1,827 | New |
| TD Waterhouse Canada Inc. | 1,839 | $440.4K | 0.00% | +1,839 | New |
| Guggenheim Capital LLC | 1,943 | $465.3K | 0.00% | −5,205−72.8% | Reduced |
| Coldstream Capital Management Inc | 1,946 | $466.0K | 0.01% | +22+1.1% | Added |
| Balyasny Asset Management LLC | 1,948 | $466.5K | 0.00% | −19,040−90.7% | Reduced |
| MML Investors Services, LLC | 1,954 | $468.0K | 0.00% | +192+10.9% | Added |
| Cim Investment Mangement Inc | 1,988 | $476.1K | 0.14% | +574+40.6% | Added |
| Bank of Stockton | 2,000 | $478.9K | 0.15% | 00.0% | Unchanged |
| Man Group plc | 2,036 | $487.6K | 0.00% | −574−22.0% | Reduced |
| Dundas Partners LLP | 2,039 | $488.3K | 0.03% | +306+17.7% | Added |
| Ethic Inc. | 2,047 | $490.2K | 0.01% | +234+12.9% | Added |
| Contravisory Investment Management, Inc. | 2,057 | $492.6K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,070 | $495.6K | 0.04% | −55−2.6% | Reduced |
| Evergreen Capital Management LLC | 2,088 | $500.0K | 0.02% | +12+0.6% | Added |
| Csenge Advisory Group | 2,136 | $511.6K | 0.03% | −701−24.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,139 | $512.2K | 0.04% | +157+7.9% | Added |
| Aquatic Capital Management LLC | 2,140 | $512.5K | 0.01% | +2,140 | New |
| Cerity Partners LLC | 2,199 | $515.2K | 0.00% | +711+47.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,161 | $517.0K | 0.01% | +2,161 | New |
| Fifth Third Bancorp | 2,206 | $528.3K | 0.00% | +5+0.2% | Added |
| CAPROCK Group, Inc. | 2,267 | $542.9K | 0.02% | +184+8.8% | Added |
| Fca Corp | 2,274 | $544.6K | 0.17% | +2,274 | New |
| Aviva PLC | 2,290 | $548.4K | 0.00% | +174+8.2% | Added |
| D. E. Shaw & Co., Inc. | 2,310 | $553.2K | 0.00% | −10,307−81.7% | Reduced |