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, Q2 2025
Institutional positions in Applied Industrial Technologies Inc as of Jun 30, 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
- 540
- +36 vs. Q1 2025
- Shares held
- 35.9M
- −644.8K (−1.8%) vs. Q1 2025
- Total value
- $8.34B
- +$101.7M (+1.2%) vs. Q1 2025
- New holders
- 97
- 197 more added
- Sold out
- 61
- 183 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 1,107 | $257.3K | 0.05% | +160+16.9% | Added |
| TD Private Client Wealth LLC | 1,093 | $254.1K | 0.01% | −6−0.5% | Reduced |
| Blair William & Co | 1,075 | $249.9K | 0.00% | −107−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,068 | $248.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,065 | $247.6K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,042 | $242.2K | 0.03% | +1,042 | New |
| Polymer Capital Management (US) LLC | 1,039 | $241.5K | 0.04% | +1,039 | New |
| Ashton Thomas Private Wealth, LLC | 1,008 | $234.3K | 0.01% | −19−1.9% | Reduced |
| Fairvoy Private Wealth, LLC | 1,000 | $232.4K | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 992 | $230.6K | 0.00% | +992 | New |
| Forum Financial Management, LP | 984 | $228.7K | 0.00% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 963 | $223.8K | 0.02% | +3+0.3% | Added |
| WBI Investments | 963 | $223.8K | 0.06% | +963 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 952 | $221.3K | 0.04% | +952 | New |
| OneAscent Wealth Management LLC | 932 | $217.0K | 0.08% | +14+1.5% | Added |
| M&T Bank Corp | 932 | $216.7K | 0.00% | +932 | New |
| Ci Investments Inc. | 928 | $216.0K | 0.00% | −19−2.0% | Reduced |
| Retirement Guys Formula LLC | 928 | $215.7K | 0.08% | +3+0.3% | Added |
| Trust Point Inc. | 925 | $215.0K | 0.02% | −136−12.8% | Reduced |
| D'Orazio & Associates, Inc. | 913 | $212.2K | 0.03% | +7+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 912 | $212.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 906 | $210.6K | 0.06% | −811−47.2% | Reduced |
| Beacon Capital Management, LLC | 905 | $210.3K | 0.03% | +2+0.2% | Added |
| Regions Financial Corp | 893 | $207.6K | 0.00% | +893 | New |
| Profund Advisors LLC | 883 | $205.3K | 0.01% | −770−46.6% | Reduced |
| Finivi Inc. | 882 | $205.1K | 0.14% | +882 | New |
| Summit Trail Advisors, LLC | 878 | $204.1K | 0.00% | +878 | New |
| Monument Capital Management | 873 | $202.9K | 0.05% | +873 | New |
| Moody Aldrich Partners LLC | 863 | $200.6K | 0.04% | −18,394−95.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 832 | $193.4K | 0.03% | −2−0.2% | Reduced |
| Clear Street Markets LLC | 723 | $168.1K | 0.06% | +723 | New |
| Simplex Trading, LLC | 725 | $168.0K | 0.00% | −145−16.7% | Reduced |
| Wexford Capital LP | 694 | $161.3K | 0.04% | −454−39.5% | Reduced |
| Contravisory Investment Management, Inc. | 645 | $149.9K | 0.03% | +58+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 608 | $141.3K | 0.00% | +23+3.9% | Added |
| NBC Securities, Inc. | 562 | $130.0K | 0.01% | −2,284−80.3% | Reduced |
| Umb Bank N A | 524 | $121.8K | 0.00% | +9+1.7% | Added |
| Transce3nd, LLC | 520 | $120.9K | 0.05% | +520 | New |
| Essex Investment Management Co LLC | 505 | $117.4K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 497 | $115.5K | 0.01% | +497 | New |
| Parkside Financial Bank & Trust | 485 | $112.7K | 0.01% | +36+8.0% | Added |
| Versant Capital Management, Inc | 473 | $109.9K | 0.02% | +16+3.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 461 | $107.2K | 0.00% | +461 | New |
| Edmond de Rothschild Holding S.A. | 418 | $97.2K | 0.00% | +64+18.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 403 | $94.0K | 0.00% | +403 | New |
| Farther Finance Advisors, LLC | 404 | $93.9K | 0.00% | −226−35.9% | Reduced |
| FNY Investment Advisers, LLC | 401 | $93.0K | 0.04% | +401 | New |
| Huntington National Bank | 364 | $84.6K | 0.00% | +135+59.0% | Added |
| CIBC Private Wealth Group, LLC | 356 | $82.8K | 0.00% | −14−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 350 | $81.4K | 0.00% | +350 | New |
| Clearstead Advisors, LLC | 324 | $75.3K | 0.00% | +109+50.7% | Added |
| Kessler Investment Group, LLC | 323 | $75.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 321 | $74.6K | 0.01% | +161+100.6% | Added |
| C M Bidwell & Associates Ltd | 313 | $72.8K | 0.04% | −22−6.6% | Reduced |
| Headlands Technologies LLC | 309 | $71.8K | 0.01% | +309 | New |
| Danske Bank A/S | 300 | $69.7K | 0.00% | +200+200.0% | Added |
| Principal Securities, Inc. | 281 | $65.3K | 0.00% | +174+162.6% | Added |
| Skopos Labs, Inc. | 269 | $62.5K | 0.01% | +185+220.2% | Added |
| New Age Alpha Advisors, LLC | 259 | $60.2K | 0.00% | −7,801−96.8% | Reduced |
| Quarry LP | 259 | $60.2K | 0.01% | +220+564.1% | Added |
| First Horizon Advisors, Inc. | 217 | $50.4K | 0.00% | +2+0.9% | Added |
| Opal Wealth Advisors, LLC | 187 | $43.5K | 0.01% | +7+3.9% | Added |
| Parallel Advisors, LLC | 181 | $42.1K | 0.00% | +9+5.2% | Added |
| Toth Financial Advisory Corp | 175 | $40.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $39.0K | 0.02% | −17−9.2% | Reduced |
| Maseco LLP | 152 | $35.3K | 0.00% | +152 | New |
| Nomura Asset Management Co Ltd | 150 | $34.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $31.1K | 0.00% | +4+3.1% | Added |
| Smithfield Trust Co | 135 | $31.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $30.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $30.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 128 | $30.0K | 0.00% | +122+2,033.3% | Added |
| Key Financial Inc | 115 | $26.7K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 112 | $26.0K | 0.01% | −106−48.6% | Reduced |
| Optiver Holding B.V. | 111 | $25.8K | 0.00% | −269−70.8% | Reduced |
| TD Capital Management LLC | 103 | $23.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 85 | $19.8K | 0.01% | −443−83.9% | Reduced |
| GWM Advisors LLC | 72 | $16.8K | 0.00% | −270−78.9% | Reduced |
| Bell Investment Advisors, Inc | 63 | $14.6K | 0.00% | +2+3.3% | Added |
| J.Safra Asset Management Corp | 60 | $13.9K | 0.00% | −78−56.5% | Reduced |
| Private Wealth Asset Management, LLC | 60 | $13.9K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $9.76K | 0.00% | −338−88.9% | Reduced |
| Global Retirement Partners, LLC | 39 | $9.13K | 0.00% | +39 | New |
| Hemington Wealth Management | 39 | $9.00K | 0.00% | +1+2.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $8.66K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 36 | $8.37K | 0.00% | −1−2.7% | Reduced |
| Park Square Financial Group, LLC | 33 | $7.70K | 0.01% | −57−63.3% | Reduced |
| LRI Investments, LLC | 31 | $7.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $7.21K | 0.00% | +4+14.8% | Added |
| Allworth Financial LP | 28 | $6.51K | 0.00% | −8−22.2% | Reduced |
| High Note Wealth, LLC | 25 | $5.81K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $5.11K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16 | $3.72K | 0.00% | −56−77.8% | Reduced |
| Colonial Trust Co | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $3.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $3.04K | 0.00% | −4−23.5% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $3.02K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 11 | $2.56K | 0.00% | −119−91.5% | Reduced |