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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.

Institutional holdersQ1 2025: 511 institutions
Q1 2021: 241 institutionsQ2 2021: 244 institutionsQ3 2021: 254 institutionsQ4 2021: 249 institutionsQ1 2022: 269 institutionsQ2 2022: 284 institutionsQ3 2022: 295 institutionsQ4 2022: 335 institutionsQ1 2023: 350 institutionsQ2 2023: 354 institutionsQ3 2023: 381 institutionsQ4 2023: 388 institutionsQ1 2024: 422 institutionsQ2 2024: 428 institutionsQ3 2024: 451 institutionsQ4 2024: 498 institutionsQ1 2025: 511 institutionsQ2 2025: 540 institutionsQ3 2025: 555 institutionsQ4 2025: 568 institutionsQ1 2026: 586 institutionsQ2 2026: 623 institutions
Value heldQ1 2025: $8.24B
Q1 2021: $3.27BQ2 2021: $3.23BQ3 2021: $3.21BQ4 2021: $3.67BQ1 2022: $3.68BQ2 2022: $3.45BQ3 2022: $3.69BQ4 2022: $4.51BQ1 2023: $5.15BQ2 2023: $5.23BQ3 2023: $5.62BQ4 2023: $6.27BQ1 2024: $7.11BQ2 2024: $6.97BQ3 2024: $8.01BQ4 2024: $8.62BQ1 2025: $8.24BQ2 2025: $8.34BQ3 2025: $9.12BQ4 2025: $9.02BQ1 2026: $9.29BQ2 2026: $11.9B
Institutions holding AIT and their total value by quarter
QuarterHoldersValue
Q2 2026623$11.9B
Q1 2026586$9.29B
Q4 2025568$9.02B
Q3 2025555$9.12B
Q2 2025540$8.34B
Q1 2025511$8.24B
Q4 2024498$8.62B
Q3 2024451$8.01B
Q2 2024428$6.97B
Q1 2024422$7.11B
Q4 2023388$6.27B
Q3 2023381$5.62B
Q2 2023354$5.23B
Q1 2023350$5.15B
Q4 2022335$4.51B
Q3 2022295$3.69B
Q2 2022284$3.45B
Q1 2022269$3.68B
Q4 2021249$3.67B
Q3 2021254$3.21B
Q2 2021244$3.23B
Q1 2021241$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.

Institutions holding AIT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Financial Group, LLC933$210.2K0.01%+33+3.7%Added
United Capital Financial Advisers, LLC933$210.2K0.00%−11−1.2%Reduced
Retirement Guys Formula LLC925$208.5K0.10%−13−1.4%Reduced
OneAscent Wealth Management LLC918$207.0K0.09%+918New
Meiji Yasuda Asset Management Co Ltd.912$205.5K0.01%−32−3.4%Reduced
Abel Hall, LLC911$205.3K0.12%+911New
Stevens Capital Management LP911$205.0K0.05%+911New
D'Orazio & Associates, Inc.906$204.2K0.03%+7+0.8%Added
EverSource Wealth Advisors, LLC905$203.9K0.01%+253+38.8%Added
Beacon Capital Management, LLC903$203.5K0.03%+2+0.2%Added
Arrowpoint Investment Partners (Singapore) Pte. Ltd.879$198.1K0.09%+879New
Simplex Trading, LLC870$196.0K0.01%+870New
Blue Bell Private Wealth Management, LLC834$187.9K0.04%+834New
Farther Finance Advisors, LLC630$144.5K0.00%+96+18.0%Added
Contravisory Investment Management, Inc.587$132.3K0.03%−1,470−71.5%Reduced
Northwestern Mutual Wealth Management Co585$131.8K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd528$119.0K0.09%−67−11.3%Reduced
Umb Bank N A515$116.0K0.00%+299+138.4%Added
Essex Investment Management Co LLC505$113.8K0.02%00.0%Unchanged
Versant Capital Management, Inc457$103.0K0.02%+75+19.6%Added
Parkside Financial Bank & Trust449$101.2K0.01%+246+121.2%Added
Sunbelt Securities, Inc.403$90.8K0.01%+403New
Signaturefd, LLC380$85.6K0.00%+356+1,483.3%Added
Optiver Holding B.V.380$85.6K0.00%+380New
Lindbrook Capital, LLC372$83.8K0.01%+208+126.8%Added
Edmond de Rothschild Holding S.A.354$79.8K0.00%−58−14.1%Reduced
GWM Advisors LLC342$77.1K0.00%−2,409−87.6%Reduced
CIBC Private Wealth Group, LLC370$76.2K0.00%−89−19.4%Reduced
C M Bidwell & Associates Ltd335$75.5K0.05%−5−1.5%Reduced
Kessler Investment Group, LLC323$72.8K0.04%00.0%Unchanged
Huntington National Bank229$51.6K0.00%+43+23.1%Added
Vega Investment Solutions218$49.1K0.01%+218New
Ostrum Asset Management218$49.1K0.00%−270−55.3%Reduced
Clearstead Advisors, LLC215$48.4K0.00%+16+8.0%Added
First Horizon Advisors, Inc.215$48.4K0.00%+51+31.1%Added
Boston Private Wealth LLC213$48.0K0.00%+213New
Covestor Ltd184$42.0K0.03%00.0%Unchanged
Opal Wealth Advisors, LLC180$40.6K0.01%+180New
Toth Financial Advisory Corp175$39.4K0.00%00.0%Unchanged
Parallel Advisors, LLC172$38.8K0.00%−32−15.7%Reduced
Aster Capital Management (DIFC) Ltd152$38.1K0.01%+152New
Wayfinding Financial, LLC169$38.0K0.02%+169New
Harbor Investment Advisory, LLC160$36.1K0.00%+79+97.5%Added
Nomura Asset Management Co Ltd150$33.8K0.00%00.0%Unchanged
SBI Securities Co., Ltd.140$31.5K0.00%−42−23.1%Reduced
J.Safra Asset Management Corp138$31.1K0.00%+9+7.0%Added
Smithfield Trust Co135$30.0K0.00%00.0%Unchanged
V-Square Quantitative Management LLC133$30.0K0.00%00.0%Unchanged
Rise Advisors, LLC133$29.9K0.01%+70+111.1%Added
Meeder Asset Management Inc130$29.3K0.00%00.0%Unchanged
Massmutual Trust Co FSB130$29.3K0.00%+44+51.2%Added
Key Financial Inc115$25.9K0.01%00.0%Unchanged
Principal Securities, Inc.107$25.6K0.00%00.0%Unchanged
TD Capital Management LLC103$23.1K0.00%00.0%Unchanged
Danske Bank A/S100$22.5K0.00%00.0%Unchanged
Smartleaf Asset Management LLC93$21.0K0.00%−55−37.2%Reduced
Park Square Financial Group, LLC90$20.3K0.02%00.0%Unchanged
Skopos Labs, Inc.84$18.9K0.00%+10+13.5%Added
NewSquare Capital LLC72$16.2K0.00%+70+3,500.0%Added
Rothschild Investment LLC67$15.1K0.00%+21+45.7%Added
Bell Investment Advisors, Inc61$13.7K0.00%00.0%Unchanged
Global Financial Private Client, LLC52$11.7K0.00%+50+2,500.0%Added
JFS Wealth Advisors, LLC50$11.3K0.00%−19−27.5%Reduced
Synergy Investment Management, LLC45$10.2K0.00%−1−2.2%Reduced
Sterling Capital Management LLC40$9.01K0.00%+1+2.6%Added
Quarry LP39$8.79K0.00%−172−81.5%Reduced
Allworth Financial LP36$8.61K0.00%+19+111.8%Added
Private Wealth Management Group, LLC37$8.34K0.00%00.0%Unchanged
Hemington Wealth Management38$8.00K0.00%+11+40.7%Added
LRI Investments, LLC31$7.05K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$6.54K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc27$6.08K0.00%+12+80.0%Added
High Note Wealth, LLC25$5.63K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.22$4.96K0.00%+22New
Wolff Wiese Magana LLC20$4.51K0.00%00.0%Unchanged
Creative Financial Designs Inc17$3.84K0.00%+10+142.9%Added
Altshuler Shaham Ltd16$3.60K0.00%+16New
Vermillion & White Wealth Management Group, LLC16$3.60K0.00%+16New
National Bank of Canada15$3.38K0.00%−212−93.4%Reduced
Stephens Consulting, LLC15$3.38K0.00%+15New
Colonial Trust Co15$3.38K0.00%−12−44.4%Reduced
CoreCap Advisors, LLC14$3.15K0.00%00.0%Unchanged
Bogart Wealth, LLC12$2.70K0.00%−8−40.0%Reduced
Bryn Mawr Trust Co12$2.70K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc12$2.70K0.00%+4+50.0%Added
Rialto Wealth Management, LLC10$2.25K0.00%+10New
DiNuzzo Private Wealth, Inc.9$2.03K0.00%00.0%Unchanged
Continuum Advisory, LLC9$2.03K0.00%+3+50.0%Added
N.E.W. Advisory Services LLC9$2.03K0.00%+9New
SJS Investment Consulting Inc.8$1.80K0.00%00.0%Unchanged
Center for Financial Planning, Inc.7$1.58K0.00%00.0%Unchanged
True Wealth Design, LLC7$1.58K0.00%+7New
Cullen/Frost Bankers, Inc.6$1.35K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.5$1.15K0.00%−1,834−99.7%Reduced
Park Place Capital Corp5$1.13K0.00%00.0%Unchanged
Hantz Financial Services, Inc.6$1.00K0.00%+6New
Principia Wealth Advisory, LLC3$6960.00%+2+200.0%Added
WealthTrak Capital Management LLC3$6770.00%+2+200.0%Added
South State Corp.3$6770.00%+3New
Bokf, NA3$6760.00%00.0%Unchanged