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, Q3 2025
Institutional positions in Applied Industrial Technologies Inc as of Sep 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
- 555
- +21 vs. Q2 2025
- Shares held
- 35.0M
- −472.0K (−1.3%) vs. Q2 2025
- Total value
- $9.12B
- +$893.2M (+10.9%) vs. Q2 2025
- New holders
- 85
- 187 more added
- Sold out
- 64
- 212 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FORA Capital, LLC | 768 | $200.5K | 0.04% | −2,796−78.5% | Reduced |
| Balboa Wealth Partners | 781 | $203.9K | 0.04% | +781 | New |
| Vise Technologies, Inc. | 782 | $204.1K | 0.01% | +782 | New |
| Atomi Financial Group, Inc. | 785 | $204.9K | 0.01% | +785 | New |
| United Capital Financial Advisers, LLC | 786 | $205.2K | 0.00% | +786 | New |
| Independent Financial Group, LLC | 787 | $205.4K | 0.00% | +787 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $207.5K | 0.02% | +795 | New |
| Beirne Wealth Consulting Services, LLC | 798 | $208.5K | 0.05% | +798 | New |
| Monument Capital Management | 817 | $213.3K | 0.05% | −56−6.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 832 | $217.2K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 842 | $219.8K | 0.09% | +842 | New |
| Finivi Inc. | 842 | $219.9K | 0.14% | −40−4.5% | Reduced |
| IFP Advisors, Inc | 844 | $220.3K | 0.01% | −123−12.7% | Reduced |
| D'Orazio & Associates, Inc. | 845 | $220.6K | 0.03% | −68−7.4% | Reduced |
| Ci Investments Inc. | 854 | $223.0K | 0.00% | −74−8.0% | Reduced |
| Moody Aldrich Partners LLC | 859 | $224.2K | 0.04% | −4−0.5% | Reduced |
| Apollon Wealth Management, LLC | 859 | $224.2K | 0.00% | +859 | New |
| National Asset Management, Inc. | 862 | $224.9K | 0.01% | +862 | New |
| Stratos Wealth Partners, LTD. | 865 | $225.9K | 0.00% | −373−30.1% | Reduced |
| Alhambra Investment Partners LLC | 867 | $226.3K | 0.11% | +867 | New |
| Impact Partnership Wealth, LLC | 882 | $230.2K | 0.03% | +882 | New |
| Meiji Yasuda Asset Management Co Ltd. | 885 | $231.0K | 0.01% | −27−3.0% | Reduced |
| Retirement Guys Formula LLC | 887 | $231.6K | 0.08% | −41−4.4% | Reduced |
| Profund Advisors LLC | 890 | $232.3K | 0.01% | +7+0.8% | Added |
| Regions Financial Corp | 901 | $235.2K | 0.00% | +8+0.9% | Added |
| M&T Bank Corp | 904 | $236.0K | 0.00% | −28−3.0% | Reduced |
| Beacon Capital Management, LLC | 906 | $236.6K | 0.03% | +1+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 910 | $237.6K | 0.01% | −98−9.7% | Reduced |
| Intrust Bank NA | 914 | $238.6K | 0.02% | +914 | New |
| OneAscent Wealth Management LLC | 914 | $238.6K | 0.08% | −18−1.9% | Reduced |
| HighPoint Advisor Group LLC | 914 | $238.6K | 0.01% | +914 | New |
| HB Wealth Management, LLC | 932 | $243.3K | 0.00% | +932 | New |
| Retirement Planning Group | 936 | $244.3K | 0.01% | +936 | New |
| Claret Asset Management Corp | 950 | $248.0K | 0.03% | +950 | New |
| Fifth Third Wealth Advisors LLC | 954 | $249.0K | 0.01% | −313−24.7% | Reduced |
| Argent Trust Co | 966 | $252.2K | 0.01% | +966 | New |
| Sanctuary Advisors, LLC | 967 | $252.3K | 0.00% | +967 | New |
| TD Private Client Wealth LLC | 973 | $254.0K | 0.01% | −120−11.0% | Reduced |
| Ellevest, Inc. | 974 | $254.3K | 0.04% | +974 | New |
| NorthRock Partners, LLC | 992 | $259.0K | 0.00% | +992 | New |
| Summit Financial, LLC | 994 | $259.5K | 0.00% | +994 | New |
| Occudo Quantitative Strategies LP | 996 | $260.0K | 0.03% | −4,077−80.4% | Reduced |
| Fairvoy Private Wealth, LLC | 1,000 | $261.1K | 0.06% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,000 | $261.1K | 0.06% | +1,000 | New |
| Integrated Wealth Concepts LLC | 1,000 | $261.1K | 0.00% | +1,000 | New |
| Gallacher Capital Management LLC | 1,008 | $263.2K | 0.10% | −356−26.1% | Reduced |
| Marshall Wace, LLP | 1,032 | $269.4K | 0.00% | +1,032 | New |
| Trust Point Inc. | 1,035 | $270.2K | 0.02% | +110+11.9% | Added |
| Shell Asset Management Co | 1,039 | $271.0K | 0.03% | −1,348−56.5% | Reduced |
| Axxcess Wealth Management, LLC | 1,068 | $278.8K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,080 | $281.9K | 0.09% | +174+19.2% | Added |
| Moneta Group Investment Advisors LLC | 1,083 | $282.7K | 0.00% | +18+1.7% | Added |
| Forum Financial Management, LP | 1,085 | $283.2K | 0.00% | +101+10.3% | Added |
| Central Trust Co | 1,100 | $287.2K | 0.01% | −35−3.1% | Reduced |
| Cambria Investment Management, L.P. | 1,109 | $289.5K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,123 | $293.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,129 | $294.6K | 0.00% | −171−13.2% | Reduced |
| CX Institutional | 1,131 | $295.0K | 0.01% | −84−6.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,134 | $296.0K | 0.05% | +182+19.1% | Added |
| GHP Investment Advisors, Inc. | 1,143 | $298.4K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,151 | $300.5K | 0.00% | +1,151 | New |
| Blair William & Co | 1,163 | $303.6K | 0.00% | +88+8.2% | Added |
| CAPROCK Group, Inc. | 1,155 | $304.4K | 0.01% | +1,155 | New |
| AE Wealth Management LLC | 1,175 | $306.9K | 0.00% | +63+5.7% | Added |
| CWM Advisors, LLC | 1,200 | $313.3K | 0.03% | −1,691−58.5% | Reduced |
| MQS Management LLC | 1,208 | $315.3K | 0.18% | −1,027−46.0% | Reduced |
| Boothbay Fund Management, LLC | 1,210 | $315.9K | 0.01% | −6,568−84.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,215 | $317.2K | 0.02% | +252+26.2% | Added |
| US Asset Management LLC | 1,225 | $319.8K | 0.26% | −550−31.0% | Reduced |
| Kestra Advisory Services, LLC | 1,225 | $319.9K | 0.00% | −15−1.2% | Reduced |
| Walleye Trading LLC | 1,227 | $320.3K | 0.01% | +1,227 | New |
| CIBC Asset Management Inc | 1,233 | $321.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,278 | $333.6K | 0.00% | −7−0.5% | Reduced |
| Fox Hill Wealth Management | 1,299 | $339.2K | 0.16% | −68−5.0% | Reduced |
| L2 Asset Management, LLC | 1,305 | $340.7K | 0.05% | +1,305 | New |
| Polymer Capital Management (US) LLC | 1,312 | $342.5K | 0.05% | +273+26.3% | Added |
| Vident Advisory, LLC | 1,326 | $346.2K | 0.00% | +34+2.6% | Added |
| Qsemble Capital Management, LP | 1,341 | $350.1K | 0.03% | +1,341 | New |
| Fox Run Management, L.L.C. | 1,345 | $351.1K | 0.05% | +1,345 | New |
| Fiduciary Trust Co | 1,373 | $358.4K | 0.00% | +80+6.2% | Added |
| Shelton Capital Management | 1,374 | $358.7K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,385 | $361.6K | 0.38% | −312−18.4% | Reduced |
| Waratah Capital Advisors Ltd. | 1,385 | $361.6K | 0.02% | +1,385 | New |
| Jones Financial Companies LLLP | 1,410 | $368.5K | 0.00% | +45+3.3% | Added |
| Henshaw Capital LLC | 1,423 | $371.5K | 0.01% | −3,857−73.0% | Reduced |
| Sendero Wealth Management, LLC | 1,424 | $371.7K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,425 | $372.0K | 0.00% | −4−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,529 | $399.2K | 0.00% | +124+8.8% | Added |
| GAMMA Investing LLC | 1,530 | $399.4K | 0.02% | +77+5.3% | Added |
| Fred Alger Management, LLC | 1,534 | $400.5K | 0.00% | +1,534 | New |
| Advisory Services Network, LLC | 1,591 | $415.2K | 0.01% | +364+29.7% | Added |
| Cresset Asset Management, LLC | 1,622 | $423.4K | 0.00% | +82+5.3% | Added |
| Concurrent Investment Advisors, LLC | 1,648 | $430.2K | 0.01% | +146+9.7% | Added |
| Snowden Capital Advisors LLC | 1,669 | $435.7K | 0.01% | −54−3.1% | Reduced |
| Sapient Capital LLC | 1,702 | $439.9K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,689 | $441.0K | 0.01% | +1,689 | New |
| Oppenheimer & Co Inc | 1,692 | $441.7K | 0.01% | −303−15.2% | Reduced |
| Pitcairn Co | 1,712 | $446.9K | 0.04% | −327−16.0% | Reduced |
| Cynosure Management, LLC | 1,727 | $450.8K | 0.05% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,736 | $453.2K | 0.01% | +1,736 | New |