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 |
|---|---|---|---|---|---|
| Fca Corp | 2,274 | $544.6K | 0.17% | +2,274 | New |
| CAPROCK Group, Inc. | 2,267 | $542.9K | 0.02% | +184+8.8% | Added |
| Fifth Third Bancorp | 2,206 | $528.3K | 0.00% | +5+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,161 | $517.0K | 0.01% | +2,161 | New |
| Cerity Partners LLC | 2,199 | $515.2K | 0.00% | +711+47.8% | Added |
| Aquatic Capital Management LLC | 2,140 | $512.5K | 0.01% | +2,140 | New |
| Kingswood Wealth Advisors, LLC | 2,139 | $512.2K | 0.04% | +157+7.9% | Added |
| Csenge Advisory Group | 2,136 | $511.6K | 0.03% | −701−24.7% | Reduced |
| Evergreen Capital Management LLC | 2,088 | $500.0K | 0.02% | +12+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,070 | $495.6K | 0.04% | −55−2.6% | Reduced |
| Contravisory Investment Management, Inc. | 2,057 | $492.6K | 0.11% | 00.0% | Unchanged |
| Ethic Inc. | 2,047 | $490.2K | 0.01% | +234+12.9% | Added |
| Dundas Partners LLP | 2,039 | $488.3K | 0.03% | +306+17.7% | Added |
| Man Group plc | 2,036 | $487.6K | 0.00% | −574−22.0% | Reduced |
| Bank of Stockton | 2,000 | $478.9K | 0.15% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,988 | $476.1K | 0.14% | +574+40.6% | Added |
| MML Investors Services, LLC | 1,954 | $468.0K | 0.00% | +192+10.9% | Added |
| Balyasny Asset Management LLC | 1,948 | $466.5K | 0.00% | −19,040−90.7% | Reduced |
| Coldstream Capital Management Inc | 1,946 | $466.0K | 0.01% | +22+1.1% | Added |
| Guggenheim Capital LLC | 1,943 | $465.3K | 0.00% | −5,205−72.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,839 | $440.4K | 0.00% | +1,839 | New |
| Jump Financial, LLC | 1,827 | $437.5K | 0.01% | +1,827 | New |
| US Asset Management LLC | 1,818 | $435.0K | 0.39% | +1,818 | New |
| Profund Advisors LLC | 1,816 | $434.9K | 0.02% | −94−4.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,814 | $434.4K | 0.03% | −635−25.9% | Reduced |
| Quadrant Capital Group LLC | 1,799 | $430.8K | 0.03% | +19+1.1% | Added |
| James Investment Research Inc | 1,767 | $423.1K | 0.05% | +174+10.9% | Added |
| Cresset Asset Management, LLC | 1,711 | $409.7K | 0.00% | −612−26.3% | Reduced |
| XTX Topco Ltd | 1,707 | $408.8K | 0.03% | +1,707 | New |
| Sapient Capital LLC | 1,702 | $407.6K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,629 | $390.0K | 0.02% | −308−15.9% | Reduced |
| Maven Securities LTD | 1,590 | $380.8K | 0.06% | +1,590 | New |
| Baird Financial Group, Inc. | 1,588 | $380.3K | 0.00% | +39+2.5% | Added |
| Nebula Research & Development LLC | 1,576 | $377.4K | 0.04% | +1,576 | New |
| KBC Group NV | 1,540 | $369.0K | 0.00% | +444+40.5% | Added |
| Wedbush Securities Inc | 1,534 | $367.0K | 0.01% | +343+28.8% | Added |
| Kestra Private Wealth Services, LLC | 1,528 | $365.9K | 0.01% | +1,528 | New |
| Values First Advisors, Inc. | 1,475 | $353.2K | 0.19% | +965+189.2% | Added |
| Shelton Capital Management | 1,447 | $346.5K | 0.01% | −68−4.5% | Reduced |
| Sequoia Financial Advisors, LLC | 1,437 | $344.1K | 0.00% | −3−0.2% | Reduced |
| Fox Hill Wealth Management | 1,435 | $343.6K | 0.19% | −414−22.4% | Reduced |
| Park Avenue Securities LLC | 1,411 | $338.0K | 0.00% | +323+29.7% | Added |
| Gsa Capital Partners LLP | 1,409 | $337.0K | 0.02% | −2,037−59.1% | Reduced |
| Headlands Technologies LLC | 1,402 | $335.7K | 0.03% | +1,402 | New |
| Canada Pension Plan Investment Board | 1,400 | $335.3K | 0.00% | −16,700−92.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,367 | $327.5K | 0.00% | −135−9.0% | Reduced |
| 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 |
| Counterpoint Mutual Funds LLC | 1,364 | $326.6K | 0.04% | +1,364 | New |
| Ibex Wealth Advisors | 1,357 | $325.0K | 0.04% | +1,357 | New |
| Bullseye Asset Management LLC | 1,350 | $323.0K | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,340 | $320.9K | 0.00% | +882+192.6% | Added |
| Kestra Advisory Services, LLC | 1,310 | $313.6K | 0.00% | +1,310 | New |
| Cynosure Management, LLC | 1,300 | $311.3K | 0.05% | −327−20.1% | Reduced |
| Colony Group, LLC | 1,283 | $307.2K | 0.00% | +1,283 | New |
| Wealth Enhancement Advisory Services, LLC | 1,275 | $305.3K | 0.00% | +301+30.9% | Added |
| Public Employees Retirement System of Ohio | 1,271 | $304.4K | 0.00% | −217−14.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,260 | $301.7K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,249 | $299.1K | 0.01% | +21+1.7% | Added |
| Aristides Capital LLC | 1,242 | $297.4K | 0.09% | +1,242 | New |
| Intrust Bank NA | 1,238 | $296.5K | 0.03% | +1,238 | New |
| Anb Bank | 1,216 | $291.2K | 0.13% | +1,216 | New |
| Sendero Wealth Management, LLC | 1,215 | $291.0K | 0.04% | −1,513−55.5% | Reduced |
| CIBC Asset Management Inc | 1,206 | $288.8K | 0.00% | +64+5.6% | Added |
| GTS Securities LLC | 1,188 | $284.5K | 0.01% | +214+22.0% | Added |
| Kapitalo Investimentos Ltda | 1,172 | $280.7K | 0.19% | +1,172 | New |
| AE Wealth Management LLC | 1,171 | $280.5K | 0.00% | +1,171 | New |
| Sanctuary Advisors, LLC | 1,040 | $274.2K | 0.00% | +170+19.5% | Added |
| GHP Investment Advisors, Inc. | 1,143 | $273.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $271.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,111 | $266.1K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,101 | $263.6K | 0.00% | +86+8.5% | Added |
| Savant Capital, LLC | 1,092 | $261.5K | 0.00% | 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 |
| Axxcess Wealth Management, LLC | 1,068 | $255.8K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,064 | $254.8K | 0.02% | +27+2.6% | Added |
| Advisory Services Network, LLC | 1,045 | $250.3K | 0.00% | +1,045 | New |
| OneAscent Financial Services LLC | 1,038 | $249.0K | 0.02% | +41+4.1% | Added |
| TD Private Client Wealth LLC | 1,017 | $243.5K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,015 | $243.1K | 0.18% | +1,015 | New |
| Ashton Thomas Private Wealth, LLC | 1,005 | $240.7K | 0.01% | −139−12.2% | Reduced |
| Fairvoy Private Wealth, LLC | 1,000 | $239.5K | 0.06% | +1,000 | New |
| Forum Financial Management, LP | 980 | $234.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 971 | $232.5K | 0.00% | −46−4.5% | Reduced |
| Defined Financial Planning LLC | 965 | $231.1K | 0.25% | +965 | New |
| Summit Trail Advisors, LLC | 957 | $229.2K | 0.01% | −748−43.9% | Reduced |
| Axq Capital, LP | 949 | $227.3K | 0.10% | +949 | New |
| Meiji Yasuda Asset Management Co Ltd. | 944 | $226.1K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 944 | $225.9K | 0.00% | +944 | New |
| Retirement Guys Formula LLC | 938 | $224.7K | 0.11% | +14+1.5% | Added |
| GAMMA Investing LLC | 933 | $223.4K | 0.02% | +89+10.5% | Added |
| Balboa Wealth Partners | 933 | $223.4K | 0.05% | +933 | New |
| Ci Investments Inc. | 926 | $222.0K | 0.00% | +361+63.9% | Added |
| GWN Securities Inc. | 843 | $219.7K | 0.06% | +843 | New |
| Beacon Capital Management, LLC | 901 | $215.8K | 0.03% | +1+0.1% | Added |
| Independent Financial Group, LLC | 900 | $215.5K | 0.01% | −100−10.0% | Reduced |
| D'Orazio & Associates, Inc. | 899 | $215.3K | 0.03% | +899 | New |
| Rafferty Asset Management, LLC | 878 | $210.3K | 0.00% | +878 | New |
| M&T Bank Corp | 868 | $207.9K | 0.00% | −145−14.3% | Reduced |