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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 1,755 | $458.1K | 0.00% | +763+76.9% | Added |
| Global Assets Advisory, LLC | 1,804 | $470.9K | 0.14% | +1,804 | New |
| James Investment Research Inc | 1,809 | $472.2K | 0.05% | +207+12.9% | Added |
| Aviva PLC | 1,817 | $474.3K | 0.00% | −233−11.4% | Reduced |
| Colony Group, LLC | 2,301 | $476.1K | 0.00% | +962+71.8% | Added |
| Maryland State Retirement & Pension System | 1,852 | $483.5K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,864 | $486.6K | 0.02% | +1,864 | New |
| Tower Research Capital LLC (TRC) | 1,872 | $488.7K | 0.01% | −24,412−92.9% | Reduced |
| Cim Investment Mangement Inc | 1,876 | $489.7K | 0.13% | −2,021−51.9% | Reduced |
| Oak Thistle LLC | 1,877 | $490.0K | 0.07% | +1,877 | New |
| EverSource Wealth Advisors, LLC | 1,923 | $502.1K | 0.02% | +366+23.5% | Added |
| DRW Securities, LLC | 1,942 | $506.2K | 0.03% | +613+46.1% | Added |
| Crossmark Global Holdings, Inc. | 1,983 | $517.7K | 0.01% | −401−16.8% | Reduced |
| PharVision Advisers, LLC | 1,992 | $520.0K | 0.29% | +1,992 | New |
| Entropy Technologies, LP | 2,000 | $522.1K | 0.04% | −1,114−35.8% | Reduced |
| Bank of Stockton | 2,000 | $522.1K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,000 | $522.1K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,005 | $523.4K | 0.12% | +201+11.1% | Added |
| Utah Retirement Systems | 2,014 | $525.8K | 0.01% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,057 | $526.4K | 0.05% | −159−7.2% | Reduced |
| Octavia Wealth Advisors, LLC | 2,062 | $538.3K | 0.05% | +2,062 | New |
| Dundas Partners LLP | 2,110 | $550.8K | 0.04% | −264,102−99.2% | Reduced |
| Wedbush Securities Inc | 2,164 | $565.0K | 0.02% | −220−9.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,168 | $566.0K | 0.14% | +1,014+87.9% | Added |
| Sapience Investments, LLC | 2,224 | $580.6K | 2.27% | −5−0.2% | Reduced |
| 111 Capital | 2,243 | $585.5K | 0.11% | −1,972−46.8% | Reduced |
| Fifth Third Bancorp | 2,274 | $593.6K | 0.00% | +19+0.8% | Added |
| Evergreen Capital Management LLC | 2,352 | $614.0K | 0.01% | +262+12.5% | Added |
| Sterling Capital Management LLC | 2,356 | $615.0K | 0.01% | −181−7.1% | Reduced |
| Machina Capital S.A.S. | 2,377 | $620.5K | 0.11% | +2,377 | New |
| Fieldview Capital Management, LLC | 2,398 | $626.0K | 0.10% | +2,398 | New |
| Lindenwold Advisors | 2,404 | $627.6K | 0.30% | +23+1.0% | Added |
| Atria Investments LLC | 2,448 | $639.1K | 0.01% | −235−8.8% | Reduced |
| Delta Capital Management LLC | 2,455 | $641.0K | 0.33% | −100−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 2,476 | $646.4K | 0.00% | −62,860−96.2% | Reduced |
| Coldstream Capital Management Inc | 2,481 | $647.7K | 0.01% | +180+7.8% | Added |
| Fca Corp | 2,483 | $648.2K | 0.18% | +158+6.8% | Added |
| Base Wealth Management LLC | 2,553 | $666.4K | 0.38% | +76+3.1% | Added |
| CI Private Wealth, LLC | 2,596 | $677.7K | 0.00% | −711−21.5% | Reduced |
| WBI Investments | 2,629 | $686.4K | 0.18% | +1,666+173.0% | Added |
| DekaBank Deutsche Girozentrale | 2,683 | $687.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,633 | $687.3K | 0.01% | +1,755+199.9% | Added |
| Sequoia Financial Advisors, LLC | 2,656 | $693.4K | 0.00% | +641+31.8% | Added |
| Captrust Financial Advisors | 2,671 | $697.3K | 0.00% | +699+35.4% | Added |
| Twinbeech Capital LP | 2,704 | $705.9K | 0.03% | −45,835−94.4% | Reduced |
| Meritage Portfolio Management | 2,749 | $717.6K | 0.05% | −1,464−34.7% | Reduced |
| Legato Capital Management LLC | 2,870 | $749.2K | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,879 | $751.6K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,880 | $751.8K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,896 | $756.2K | 0.00% | +716+32.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,899 | $756.8K | 0.00% | +8+0.3% | Added |
| State of Wyoming | 2,971 | $775.6K | 0.09% | +1,739+141.2% | Added |
| Park Avenue Securities LLC | 2,997 | $782.0K | 0.01% | +232+8.4% | Added |
| Stonegate Investment Group, LLC | 3,000 | $783.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,001 | $783.4K | 0.03% | +151+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,158 | $798.2K | 0.00% | +1,430+82.8% | Added |
| Private Advisor Group, LLC | 3,075 | $802.9K | 0.00% | −51−1.6% | Reduced |
| AIA Group Ltd | 3,207 | $837.2K | 0.01% | +3,207 | New |
| Navellier & Associates Inc | 3,277 | $855.5K | 0.09% | +634+24.0% | Added |
| Lecap Asset Management Ltd | 3,309 | $863.8K | 0.30% | +3,309 | New |
| Sequent Planning LLC | 3,312 | $864.7K | 0.25% | −75−2.2% | Reduced |
| IHT Wealth Management, LLC | 3,327 | $868.4K | 0.02% | +159+5.0% | Added |
| Kanawha Capital Management LLC | 3,365 | $878.4K | 0.06% | −750−18.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,431 | $895.7K | 0.00% | +3,431 | New |
| JustInvest LLC | 3,443 | $899.4K | 0.01% | −35−1.0% | Reduced |
| R Squared Ltd | 3,482 | $909.0K | 0.39% | +752+27.5% | Added |
| Janney Montgomery Scott LLC | 3,532 | $922.0K | 0.00% | −1,089−23.6% | Reduced |
| Mariner, LLC | 3,554 | $927.6K | 0.00% | −53−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,625 | $946.0K | 0.00% | +705+24.1% | Added |
| Inceptionr LLC | 3,626 | $946.6K | 0.23% | +3,626 | New |
| New York Life Investment Management LLC | 3,825 | $998.5K | 0.01% | −154−3.9% | Reduced |
| Smith Group Asset Management, LLC | 3,864 | $1.01M | 0.06% | +107+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,900 | $1.02M | 0.00% | +3,900 | New |
| Wolverine Asset Management LLC | 4,000 | $1.04M | 0.02% | +4,000 | New |
| Sandler Capital Management | 4,099 | $1.07M | 0.39% | +4,099 | New |
| Mackenzie Financial Corp | 4,114 | $1.07M | 0.00% | +1,655+67.3% | Added |
| State of Alaska, Department of Revenue | 4,165 | $1.09M | 0.01% | −115−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,216 | $1.11M | 0.00% | +388+10.1% | Added |
| Nomura Holdings Inc | 4,311 | $1.13M | 0.01% | +4,311 | New |
| Xponance, Inc. | 4,317 | $1.13M | 0.01% | +29+0.7% | Added |
| Harbor Capital Advisors, Inc. | 4,342 | $1.13M | 0.09% | −10,948−71.6% | Reduced |
| Aigen Investment Management, LP | 4,350 | $1.14M | 0.18% | +4,350 | New |
| Csenge Advisory Group | 4,352 | $1.14M | 0.05% | +2,540+140.2% | Added |
| Arista Wealth Management, LLC | 4,362 | $1.14M | 0.14% | −1,000−18.6% | Reduced |
| HighTower Advisors, LLC | 4,377 | $1.14M | 0.00% | +1,043+31.3% | Added |
| Schroder Investment Management Group | 4,423 | $1.14M | 0.00% | −140−3.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,414 | $1.15M | 0.31% | −240−5.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,450 | $1.16M | 0.20% | −5,393−54.8% | Reduced |
| Verition Fund Management LLC | 4,521 | $1.18M | 0.01% | −51,243−91.9% | Reduced |
| Glenmede Investment Management, LP | 4,616 | $1.21M | 0.01% | −195−4.1% | Reduced |
| Mercer Global Advisors Inc | 4,627 | $1.21M | 0.00% | +1,252+37.1% | Added |
| Quadrant Capital Group LLC | 4,631 | $1.21M | 0.04% | +51+1.1% | Added |
| Bank of Montreal | 4,691 | $1.22M | 0.00% | −523−10.0% | Reduced |
| Ifrah Financial Services, Inc. | 4,708 | $1.23M | 0.32% | −48−1.0% | Reduced |
| Brian Low Financial Group, LLC | 4,790 | $1.25M | 0.97% | +998+26.3% | Added |
| Baird Financial Group, Inc. | 4,791 | $1.25M | 0.00% | +2,431+103.0% | Added |
| Linden Thomas Advisory Services, LLC | 4,927 | $1.29M | 0.13% | +170+3.6% | Added |
| Point72 (DIFC) Ltd | 5,026 | $1.31M | 0.09% | +2,002+66.2% | Added |
| QRG Capital Management, Inc. | 5,239 | $1.37M | 0.02% | −3,072−37.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 5,256 | $1.37M | 0.00% | +5,256 | New |