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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,321 | $555.9K | 0.02% | +1,663+252.7% | Added |
| Ancora Advisors, LLC | 2,375 | $568.7K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,390 | $572.3K | 0.02% | +2,390 | New |
| Lindenwold Advisors | 2,431 | $582.2K | 0.31% | −90−3.6% | Reduced |
| Eqis Capital Management, Inc. | 2,466 | $590.4K | 0.05% | −35−1.4% | Reduced |
| Private Advisor Group, LLC | 2,474 | $592.5K | 0.00% | −228−8.4% | Reduced |
| Sapience Investments, LLC | 2,484 | $594.8K | 0.35% | −770−23.7% | Reduced |
| Pitcairn Co | 2,498 | $598.2K | 0.04% | −165−6.2% | Reduced |
| Bridges Investment Management Inc | 2,554 | $611.6K | 0.01% | +394+18.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,548 | $624.3K | 0.00% | −680−21.1% | Reduced |
| DekaBank Deutsche Girozentrale | 2,683 | $635.0K | 0.00% | 00.0% | Unchanged |
| Delta Capital Management LLC | 2,745 | $657.0K | 0.38% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,750 | $658.5K | 0.09% | +1,155+72.4% | Added |
| GWM Advisors LLC | 2,751 | $658.8K | 0.00% | +2,457+835.7% | Added |
| CWM Advisors, LLC | 2,757 | $660.3K | 0.07% | −384−12.2% | Reduced |
| Mercer Global Advisors Inc | 2,768 | $663.0K | 0.00% | −477−14.7% | Reduced |
| Sovran Advisors, LLC | 2,618 | $663.2K | 0.09% | +2,618 | New |
| Crossmark Global Holdings, Inc. | 2,824 | $676.0K | 0.01% | −313−10.0% | Reduced |
| Hancock Whitney Corp | 2,826 | $676.7K | 0.02% | +31+1.1% | Added |
| Securian Asset Management, Inc | 2,879 | $689.4K | 0.02% | −100−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,893 | $693.0K | 0.00% | +282+10.8% | Added |
| Shell Asset Management Co | 2,903 | $695.0K | 0.03% | −3−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,924 | $700.2K | 0.01% | +606+26.1% | Added |
| Petrus Trust Company, LTA | 3,011 | $721.0K | 0.07% | +3,011 | New |
| Penobscot Investment Management Company, Inc. | 3,030 | $725.6K | 0.07% | −20−0.7% | Reduced |
| Centiva Capital, LP | 3,057 | $732.1K | 0.03% | +3,057 | New |
| HRT Financial LP | 3,128 | $749.0K | 0.00% | +3,128 | New |
| Quadrature Capital Ltd | 3,180 | $761.5K | 0.02% | +3,180 | New |
| Isthmus Partners, LLC | 3,200 | $766.3K | 0.09% | 00.0% | Unchanged |
| JustInvest LLC | 3,220 | $770.9K | 0.01% | +275+9.3% | Added |
| CI Private Wealth, LLC | 3,229 | $773.1K | 0.00% | −69−2.1% | Reduced |
| Quantinno Capital Management LP | 3,301 | $790.7K | 0.01% | −442−11.8% | Reduced |
| Mackenzie Financial Corp | 3,389 | $811.6K | 0.00% | +930+37.8% | Added |
| Tower Research Capital LLC (TRC) | 3,393 | $812.5K | 0.02% | +2,576+315.3% | Added |
| CWM, LLC | 3,405 | $815.0K | 0.00% | +44+1.3% | Added |
| Advisor Group Holdings, Inc. | 3,417 | $818.3K | 0.00% | −184−5.1% | Reduced |
| Sequent Planning LLC | 3,499 | $837.9K | 0.31% | −100−2.8% | Reduced |
| Navellier & Associates Inc | 3,564 | $853.5K | 0.10% | +835+30.6% | Added |
| Truist Financial Corp | 3,591 | $859.9K | 0.00% | +142+4.1% | Added |
| CIBC World Markets Corp | 3,599 | $861.9K | 0.01% | +3,599 | New |
| Vestcor Inc | 3,716 | $890.0K | 0.03% | −4,034−52.1% | Reduced |
| Mariner, LLC | 3,742 | $896.1K | 0.00% | +283+8.2% | Added |
| Smith Group Asset Management, LLC | 3,771 | $903.0K | 0.07% | +34+0.9% | Added |
| Fox Run Management, L.L.C. | 3,862 | $924.8K | 0.17% | +3,862 | New |
| Stonegate Investment Group, LLC | 3,909 | $936.1K | 0.02% | +2,409+160.6% | Added |
| Weiss Asset Management LP | 3,936 | $942.6K | 0.02% | +3,936 | New |
| Gotham Asset Management, LLC | 3,950 | $945.9K | 0.01% | +2,156+120.2% | Added |
| Williamson Legacy Group, LLC | 3,971 | $950.9K | 0.63% | +193+5.1% | Added |
| Brinker Capital Investments, LLC | 3,987 | $954.8K | 0.01% | −48−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 3,987 | $954.8K | 0.01% | −48−1.2% | Reduced |
| Edgestream Partners, L.P. | 3,999 | $957.6K | 0.04% | +433+12.1% | Added |
| Schroder Investment Management Group | 4,043 | $968.2K | 0.00% | +4,043 | New |
| Public Employees Retirement Association of Colorado | 4,177 | $1.00M | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,206 | $1.01M | 0.06% | +456+12.2% | Added |
| Glenmede Trust Co NA | 4,269 | $1.02M | 0.01% | +341+8.7% | Added |
| Measured Wealth Private Client Group, LLC | 4,294 | $1.03M | 0.33% | −556−11.5% | Reduced |
| Two Sigma Advisers, LP | 4,300 | $1.03M | 0.00% | −1,400−24.6% | Reduced |
| Assetmark, Inc | 4,371 | $1.05M | 0.00% | +320+7.9% | Added |
| Illinois Municipal Retirement Fund | 4,378 | $1.05M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,385 | $1.05M | 0.01% | −110−2.4% | Reduced |
| HighTower Advisors, LLC | 4,463 | $1.07M | 0.00% | +513+13.0% | Added |
| Virtu Financial LLC | 4,519 | $1.08M | 0.06% | +4,519 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,559 | $1.09M | 1.07% | +4,559 | New |
| Kanawha Capital Management LLC | 4,585 | $1.10M | 0.09% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 4,605 | $1.10M | 0.21% | +39+0.9% | Added |
| Two Sigma Investments, LP | 4,676 | $1.12M | 0.00% | +64+1.4% | Added |
| Linden Thomas Advisory Services, LLC | 4,686 | $1.12M | 0.14% | +632+15.6% | Added |
| Catalyst Funds Management Pty Ltd | 4,800 | $1.15M | 0.28% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 4,840 | $1.16M | 0.07% | +4,840 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,897 | $1.17M | 0.24% | +1,813+58.8% | Added |
| Lighthouse Investment Partners, LLC | 4,900 | $1.17M | 0.05% | −11,000−69.2% | Reduced |
| Icon Advisers Inc | 4,900 | $1.17M | 0.26% | +4,900 | New |
| Janney Montgomery Scott LLC | 4,925 | $1.18M | 0.00% | +529+12.0% | Added |
| Henshaw Capital LLC | 4,977 | $1.19M | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 5,058 | $1.21M | 0.02% | −280−5.2% | Reduced |
| Sheets Smith Wealth Management | 5,067 | $1.21M | 0.15% | +155+3.2% | Added |
| Nomura Holdings Inc | 5,092 | $1.22M | 0.01% | +5,092 | New |
| Ifrah Financial Services, Inc. | 5,158 | $1.24M | 0.34% | −104−2.0% | Reduced |
| Pictet Asset Management Holding SA | 5,166 | $1.24M | 0.00% | +280+5.7% | Added |
| Harvest Fund Management Co., Ltd | 5,284 | $1.26M | 0.06% | +5,284 | New |
| Xponance, Inc. | 5,464 | $1.31M | 0.01% | +272+5.2% | Added |
| Bank of Montreal | 5,466 | $1.31M | 0.00% | +577+11.8% | Added |
| Walleye Capital LLC | 5,486 | $1.31M | 0.01% | +3,490+174.8% | Added |
| Cetera Investment Advisers | 5,544 | $1.33M | 0.00% | −416−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,625 | $1.35M | 0.22% | +5,625 | New |
| Magnetar Financial LLC | 6,146 | $1.47M | 0.03% | +6,146 | New |
| Steward Partners Investment Advisory, LLC | 6,385 | $1.53M | 0.01% | +588+10.1% | Added |
| Credit Agricole S A | 6,467 | $1.55M | 0.01% | +1,935+42.7% | Added |
| Ausbil Investment Management Ltd | 6,703 | $1.64M | 0.99% | +1,701+34.0% | Added |
| QRG Capital Management, Inc. | 6,968 | $1.67M | 0.02% | −209−2.9% | Reduced |
| Polaris Capital Management, LLC | 7,000 | $1.68M | 0.08% | −2,300−24.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,433 | $1.78M | 0.01% | +680+10.1% | Added |
| Cinctive Capital Management LP | 7,609 | $1.82M | 0.10% | +5,640+286.4% | Added |
| Oregon Public Employees Retirement Fund | 7,788 | $1.86M | 0.03% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,100 | $1.94M | 0.07% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,243 | $1.97M | 0.02% | +8,243 | New |
| Commonwealth Equity Services, LLC | 8,322 | $1.99M | 0.00% | +141+1.7% | Added |
| New Age Alpha Advisors, LLC | 8,448 | $2.02M | 0.08% | +8,448 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,491 | $2.03M | 0.01% | +35+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,545 | $2.05M | 0.05% | +35+0.4% | Added |