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 |
|---|---|---|---|---|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 879 | $198.1K | 0.09% | +879 | New |
| Beacon Capital Management, LLC | 903 | $203.5K | 0.03% | +2+0.2% | Added |
| EverSource Wealth Advisors, LLC | 905 | $203.9K | 0.01% | +253+38.8% | Added |
| D'Orazio & Associates, Inc. | 906 | $204.2K | 0.03% | +7+0.8% | Added |
| Stevens Capital Management LP | 911 | $205.0K | 0.05% | +911 | New |
| Abel Hall, LLC | 911 | $205.3K | 0.12% | +911 | New |
| Meiji Yasuda Asset Management Co Ltd. | 912 | $205.5K | 0.01% | −32−3.4% | Reduced |
| OneAscent Wealth Management LLC | 918 | $207.0K | 0.09% | +918 | New |
| Retirement Guys Formula LLC | 925 | $208.5K | 0.10% | −13−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 933 | $210.2K | 0.00% | −11−1.2% | Reduced |
| Independent Financial Group, LLC | 933 | $210.2K | 0.01% | +33+3.7% | Added |
| Ci Investments Inc. | 947 | $213.0K | 0.00% | +21+2.3% | Added |
| Atria Wealth Solutions, Inc. | 946 | $213.2K | 0.00% | +946 | New |
| SkyOak Wealth, LLC | 947 | $213.4K | 0.05% | +947 | New |
| Perbak Capital Partners LLP | 951 | $214.3K | 0.16% | +951 | New |
| Kingswood Wealth Advisors, LLC | 960 | $216.3K | 0.02% | −1,179−55.1% | Reduced |
| Keebeck Alpha, LP | 969 | $218.4K | 0.26% | +969 | New |
| OneAscent Financial Services LLC | 963 | $219.0K | 0.01% | −75−7.2% | Reduced |
| Defined Financial Planning LLC | 965 | $221.4K | 0.22% | 00.0% | Unchanged |
| Forum Financial Management, LP | 983 | $221.5K | 0.00% | +3+0.3% | Added |
| Fairvoy Private Wealth, LLC | 1,000 | $225.3K | 0.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,000 | $225.3K | 0.02% | +1,000 | New |
| Foguth Wealth Management, LLC. | 1,000 | $225.3K | 0.05% | +1,000 | New |
| Ashton Thomas Private Wealth, LLC | 1,027 | $231.4K | 0.01% | +22+2.2% | Added |
| IFP Advisors, Inc | 1,044 | $235.4K | 0.01% | +605+137.8% | Added |
| Trust Point Inc. | 1,061 | $239.1K | 0.02% | −3−0.3% | Reduced |
| Vident Advisory, LLC | 1,062 | $239.3K | 0.00% | +1,062 | New |
| La Banque Postale Asset Management SA | 1,063 | $239.5K | 0.00% | +1,063 | New |
| Moneta Group Investment Advisors LLC | 1,065 | $240.0K | 0.00% | −14−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 1,068 | $240.7K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 1,072 | $241.6K | 0.02% | −166−13.4% | Reduced |
| Advisory Services Network, LLC | 1,074 | $242.1K | 0.00% | +29+2.8% | Added |
| Balboa Wealth Partners | 1,085 | $244.5K | 0.06% | +152+16.3% | Added |
| TD Private Client Wealth LLC | 1,099 | $247.6K | 0.01% | +82+8.1% | Added |
| Cambria Investment Management, L.P. | 1,109 | $249.9K | 0.02% | +1,109 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,088 | $251.0K | 0.00% | +1,088 | New |
| FORA Capital, LLC | 1,132 | $255.1K | 0.03% | −8,322−88.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,134 | $255.5K | 0.00% | +1,134 | New |
| Central Trust Co | 1,135 | $255.8K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,140 | $256.9K | 0.31% | +1,140 | New |
| Captrust Financial Advisors | 1,141 | $257.1K | 0.00% | +170+17.5% | Added |
| GHP Investment Advisors, Inc. | 1,143 | $257.6K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 1,148 | $258.7K | 0.07% | +1,148 | New |
| D. E. Shaw & Co., Inc. | 1,162 | $261.8K | 0.00% | −1,148−49.7% | Reduced |
| AE Wealth Management LLC | 1,165 | $262.6K | 0.00% | −6−0.5% | Reduced |
| Blair William & Co | 1,182 | $266.4K | 0.00% | +103+9.5% | Added |
| Kestra Advisory Services, LLC | 1,187 | $267.5K | 0.00% | −123−9.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,189 | $268.0K | 0.01% | −4,095−77.5% | Reduced |
| Anb Bank | 1,230 | $277.2K | 0.12% | +14+1.2% | Added |
| CIBC Asset Management Inc | 1,233 | $277.8K | 0.00% | +27+2.2% | Added |
| Man Group plc | 1,244 | $280.3K | 0.00% | −792−38.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,258 | $283.6K | 0.00% | +402+47.0% | Added |
| Fifth Third Wealth Advisors LLC | 1,263 | $284.6K | 0.01% | +3+0.2% | Added |
| Public Employees Retirement System of Ohio | 1,285 | $289.6K | 0.00% | +14+1.1% | Added |
| Harvest Investment Services, LLC | 1,289 | $290.5K | 0.08% | +1,289 | New |
| Walleye Capital LLC | 1,314 | $296.1K | 0.00% | −4,172−76.0% | Reduced |
| CX Institutional | 1,320 | $297.0K | 0.01% | +1,320 | New |
| Prelude Capital Management, LLC | 1,324 | $298.4K | 0.03% | +1,324 | New |
| Colony Group, LLC | 1,341 | $302.2K | 0.00% | +58+4.5% | Added |
| Wedbush Securities Inc | 1,346 | $303.0K | 0.01% | −188−12.3% | Reduced |
| Bullseye Asset Management LLC | 1,350 | $304.0K | 0.16% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 1,397 | $314.8K | 0.19% | −38−2.6% | Reduced |
| Canada Pension Plan Investment Board | 1,400 | $315.5K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,411 | $318.0K | 0.01% | −36−2.5% | Reduced |
| Empowered Funds, LLC | 1,411 | $318.0K | 0.00% | +1,411 | New |
| GAMMA Investing LLC | 1,412 | $318.2K | 0.02% | +479+51.3% | Added |
| Concurrent Investment Advisors, LLC | 1,414 | $318.7K | 0.01% | +1,414 | New |
| Sendero Wealth Management, LLC | 1,424 | $320.9K | 0.04% | +209+17.2% | Added |
| TownSquare Capital, LLC | 1,457 | $328.4K | 0.00% | +356+32.3% | Added |
| Occudo Quantitative Strategies LP | 1,459 | $329.0K | 0.04% | +1,459 | New |
| Jones Financial Companies LLLP | 1,474 | $332.4K | 0.00% | +134+10.0% | Added |
| Cynosure Management, LLC | 1,480 | $333.5K | 0.05% | +180+13.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,501 | $338.2K | 0.00% | +226+17.7% | Added |
| James Investment Research Inc | 1,602 | $361.0K | 0.05% | −165−9.3% | Reduced |
| Thoroughbred Financial Services, LLC | 1,629 | $367.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,653 | $372.5K | 0.02% | −163−9.0% | Reduced |
| Balyasny Asset Management LLC | 1,658 | $373.6K | 0.00% | −290−14.9% | Reduced |
| Inceptionr LLC | 1,667 | $375.6K | 0.11% | +1,667 | New |
| Sapient Capital LLC | 1,702 | $383.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,705 | $384.2K | 0.01% | +456+36.5% | Added |
| Baird Financial Group, Inc. | 1,709 | $385.1K | 0.00% | +121+7.6% | Added |
| Blueshift Asset Management, LLC | 1,717 | $386.9K | 0.15% | +1,717 | New |
| Guggenheim Capital LLC | 1,739 | $391.9K | 0.00% | −204−10.5% | Reduced |
| KBC Group NV | 1,754 | $395.0K | 0.00% | +214+13.9% | Added |
| US Asset Management LLC | 1,775 | $400.0K | 0.38% | −43−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,811 | $408.0K | 0.00% | +374+26.0% | Added |
| MQS Management LLC | 1,874 | $422.3K | 0.24% | +1,874 | New |
| Park Avenue Securities LLC | 1,891 | $426.0K | 0.01% | +480+34.0% | Added |
| Jump Financial, LLC | 1,895 | $427.0K | 0.01% | +68+3.7% | Added |
| Quantinno Capital Management LP | 1,900 | $428.3K | 0.00% | −1,401−42.4% | Reduced |
| Cresset Asset Management, LLC | 1,937 | $436.6K | 0.00% | +226+13.2% | Added |
| Cim Investment Mangement Inc | 1,941 | $437.4K | 0.10% | −47−2.4% | Reduced |
| CAPROCK Group, Inc. | 1,962 | $442.1K | 0.01% | −305−13.5% | Reduced |
| Ancora Advisors, LLC | 2,000 | $450.7K | 0.01% | −375−15.8% | Reduced |
| Bank of Stockton | 2,000 | $450.7K | 0.14% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 2,020 | $455.0K | 0.54% | +2,020 | New |
| Dundas Partners LLP | 2,039 | $459.5K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,057 | $463.5K | 0.04% | −13−0.6% | Reduced |
| Evergreen Capital Management LLC | 2,082 | $469.2K | 0.02% | −6−0.3% | Reduced |
| Coldstream Capital Management Inc | 2,129 | $479.8K | 0.01% | +183+9.4% | Added |