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, Q1 2025
Institutional positions in Applied Industrial Technologies Inc as of Mar 31, 2025. 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
- 511
- +20 vs. Q4 2024
- Shares held
- 36.6M
- +945.7K (+2.7%) vs. Q4 2024
- Total value
- $8.24B
- −$291.8M (−3.4%) vs. Q4 2024
- New holders
- 79
- 212 more added
- Sold out
- 59
- 157 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $225 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $226 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $226 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $451 | 0.00% | −118−98.3% | Reduced |
| Cornerstone Planning Group LLC | 2 | $458 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $459 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $504 | 0.00% | −10,267−100.0% | Reduced |
| Bokf, NA | 3 | $676 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $676 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $677 | 0.00% | +2+200.0% | Added |
| South State Corp. | 3 | $677 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $696 | 0.00% | +2+200.0% | Added |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Park Place Capital Corp | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5 | $1.15K | 0.00% | −1,834−99.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.58K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.03K | 0.00% | +3+50.0% | Added |
| N.E.W. Advisory Services LLC | 9 | $2.03K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $2.25K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 12 | $2.70K | 0.00% | −8−40.0% | Reduced |
| Bryn Mawr Trust Co | 12 | $2.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $2.70K | 0.00% | +4+50.0% | Added |
| CoreCap Advisors, LLC | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.38K | 0.00% | −12−44.4% | Reduced |
| National Bank of Canada | 15 | $3.38K | 0.00% | −212−93.4% | Reduced |
| Stephens Consulting, LLC | 15 | $3.38K | 0.00% | +15 | New |
| Altshuler Shaham Ltd | 16 | $3.60K | 0.00% | +16 | New |
| Vermillion & White Wealth Management Group, LLC | 16 | $3.60K | 0.00% | +16 | New |
| Creative Financial Designs Inc | 17 | $3.84K | 0.00% | +10+142.9% | Added |
| Wolff Wiese Magana LLC | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $4.96K | 0.00% | +22 | New |
| High Note Wealth, LLC | 25 | $5.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $6.08K | 0.00% | +12+80.0% | Added |
| Hexagon Capital Partners LLC | 29 | $6.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $7.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 38 | $8.00K | 0.00% | +11+40.7% | Added |
| Private Wealth Management Group, LLC | 37 | $8.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $8.61K | 0.00% | +19+111.8% | Added |
| Quarry LP | 39 | $8.79K | 0.00% | −172−81.5% | Reduced |
| Sterling Capital Management LLC | 40 | $9.01K | 0.00% | +1+2.6% | Added |
| Synergy Investment Management, LLC | 45 | $10.2K | 0.00% | −1−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $11.3K | 0.00% | −19−27.5% | Reduced |
| Global Financial Private Client, LLC | 52 | $11.7K | 0.00% | +50+2,500.0% | Added |
| Bell Investment Advisors, Inc | 61 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 67 | $15.1K | 0.00% | +21+45.7% | Added |
| NewSquare Capital LLC | 72 | $16.2K | 0.00% | +70+3,500.0% | Added |
| Skopos Labs, Inc. | 84 | $18.9K | 0.00% | +10+13.5% | Added |
| Park Square Financial Group, LLC | 90 | $20.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 93 | $21.0K | 0.00% | −55−37.2% | Reduced |
| Danske Bank A/S | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $23.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 107 | $25.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $25.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 130 | $29.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $29.3K | 0.00% | +44+51.2% | Added |
| Rise Advisors, LLC | 133 | $29.9K | 0.01% | +70+111.1% | Added |
| V-Square Quantitative Management LLC | 133 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $30.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 138 | $31.1K | 0.00% | +9+7.0% | Added |
| SBI Securities Co., Ltd. | 140 | $31.5K | 0.00% | −42−23.1% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $33.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 160 | $36.1K | 0.00% | +79+97.5% | Added |
| Wayfinding Financial, LLC | 169 | $38.0K | 0.02% | +169 | New |
| Aster Capital Management (DIFC) Ltd | 152 | $38.1K | 0.01% | +152 | New |
| Parallel Advisors, LLC | 172 | $38.8K | 0.00% | −32−15.7% | Reduced |
| Toth Financial Advisory Corp | 175 | $39.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 180 | $40.6K | 0.01% | +180 | New |
| Covestor Ltd | 184 | $42.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 213 | $48.0K | 0.00% | +213 | New |
| First Horizon Advisors, Inc. | 215 | $48.4K | 0.00% | +51+31.1% | Added |
| Clearstead Advisors, LLC | 215 | $48.4K | 0.00% | +16+8.0% | Added |
| Ostrum Asset Management | 218 | $49.1K | 0.00% | −270−55.3% | Reduced |
| Vega Investment Solutions | 218 | $49.1K | 0.01% | +218 | New |
| Huntington National Bank | 229 | $51.6K | 0.00% | +43+23.1% | Added |
| Kessler Investment Group, LLC | 323 | $72.8K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 335 | $75.5K | 0.05% | −5−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 370 | $76.2K | 0.00% | −89−19.4% | Reduced |
| GWM Advisors LLC | 342 | $77.1K | 0.00% | −2,409−87.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 354 | $79.8K | 0.00% | −58−14.1% | Reduced |
| Lindbrook Capital, LLC | 372 | $83.8K | 0.01% | +208+126.8% | Added |
| Signaturefd, LLC | 380 | $85.6K | 0.00% | +356+1,483.3% | Added |
| Optiver Holding B.V. | 380 | $85.6K | 0.00% | +380 | New |
| Sunbelt Securities, Inc. | 403 | $90.8K | 0.01% | +403 | New |
| Parkside Financial Bank & Trust | 449 | $101.2K | 0.01% | +246+121.2% | Added |
| Versant Capital Management, Inc | 457 | $103.0K | 0.02% | +75+19.6% | Added |
| Essex Investment Management Co LLC | 505 | $113.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 515 | $116.0K | 0.00% | +299+138.4% | Added |
| Caitong International Asset Management Co., Ltd | 528 | $119.0K | 0.09% | −67−11.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 585 | $131.8K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 587 | $132.3K | 0.03% | −1,470−71.5% | Reduced |
| Farther Finance Advisors, LLC | 630 | $144.5K | 0.00% | +96+18.0% | Added |
| Blue Bell Private Wealth Management, LLC | 834 | $187.9K | 0.04% | +834 | New |
| Simplex Trading, LLC | 870 | $196.0K | 0.01% | +870 | New |