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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 1,109 | $289.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,100 | $287.2K | 0.01% | −35−3.1% | Reduced |
| Forum Financial Management, LP | 1,085 | $283.2K | 0.00% | +101+10.3% | Added |
| Moneta Group Investment Advisors LLC | 1,083 | $282.7K | 0.00% | +18+1.7% | Added |
| Blueshift Asset Management, LLC | 1,080 | $281.9K | 0.09% | +174+19.2% | Added |
| Axxcess Wealth Management, LLC | 1,068 | $278.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,039 | $271.0K | 0.03% | −1,348−56.5% | Reduced |
| Trust Point Inc. | 1,035 | $270.2K | 0.02% | +110+11.9% | Added |
| Marshall Wace, LLP | 1,032 | $269.4K | 0.00% | +1,032 | New |
| Gallacher Capital Management LLC | 1,008 | $263.2K | 0.10% | −356−26.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,000 | $261.1K | 0.00% | +1,000 | New |
| 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 |
| Occudo Quantitative Strategies LP | 996 | $260.0K | 0.03% | −4,077−80.4% | Reduced |
| Summit Financial, LLC | 994 | $259.5K | 0.00% | +994 | New |
| NorthRock Partners, LLC | 992 | $259.0K | 0.00% | +992 | New |
| Ellevest, Inc. | 974 | $254.3K | 0.04% | +974 | New |
| TD Private Client Wealth LLC | 973 | $254.0K | 0.01% | −120−11.0% | Reduced |
| Sanctuary Advisors, LLC | 967 | $252.3K | 0.00% | +967 | New |
| Argent Trust Co | 966 | $252.2K | 0.01% | +966 | New |
| Fifth Third Wealth Advisors LLC | 954 | $249.0K | 0.01% | −313−24.7% | Reduced |
| Claret Asset Management Corp | 950 | $248.0K | 0.03% | +950 | New |
| Retirement Planning Group | 936 | $244.3K | 0.01% | +936 | New |
| HB Wealth Management, LLC | 932 | $243.3K | 0.00% | +932 | 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 |
| Intrust Bank NA | 914 | $238.6K | 0.02% | +914 | New |
| Ashton Thomas Private Wealth, LLC | 910 | $237.6K | 0.01% | −98−9.7% | Reduced |
| Beacon Capital Management, LLC | 906 | $236.6K | 0.03% | +1+0.1% | Added |
| M&T Bank Corp | 904 | $236.0K | 0.00% | −28−3.0% | Reduced |
| Regions Financial Corp | 901 | $235.2K | 0.00% | +8+0.9% | Added |
| Profund Advisors LLC | 890 | $232.3K | 0.01% | +7+0.8% | Added |
| Retirement Guys Formula LLC | 887 | $231.6K | 0.08% | −41−4.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 885 | $231.0K | 0.01% | −27−3.0% | Reduced |
| Impact Partnership Wealth, LLC | 882 | $230.2K | 0.03% | +882 | New |
| Alhambra Investment Partners LLC | 867 | $226.3K | 0.11% | +867 | New |
| Stratos Wealth Partners, LTD. | 865 | $225.9K | 0.00% | −373−30.1% | Reduced |
| National Asset Management, Inc. | 862 | $224.9K | 0.01% | +862 | New |
| Apollon Wealth Management, LLC | 859 | $224.2K | 0.00% | +859 | New |
| Moody Aldrich Partners LLC | 859 | $224.2K | 0.04% | −4−0.5% | Reduced |
| Ci Investments Inc. | 854 | $223.0K | 0.00% | −74−8.0% | Reduced |
| D'Orazio & Associates, Inc. | 845 | $220.6K | 0.03% | −68−7.4% | Reduced |
| IFP Advisors, Inc | 844 | $220.3K | 0.01% | −123−12.7% | Reduced |
| Finivi Inc. | 842 | $219.9K | 0.14% | −40−4.5% | Reduced |
| Abel Hall, LLC | 842 | $219.8K | 0.09% | +842 | New |
| Blue Bell Private Wealth Management, LLC | 832 | $217.2K | 0.03% | 00.0% | Unchanged |
| Monument Capital Management | 817 | $213.3K | 0.05% | −56−6.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 798 | $208.5K | 0.05% | +798 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $207.5K | 0.02% | +795 | New |
| Independent Financial Group, LLC | 787 | $205.4K | 0.00% | +787 | New |
| United Capital Financial Advisers, LLC | 786 | $205.2K | 0.00% | +786 | New |
| Atomi Financial Group, Inc. | 785 | $204.9K | 0.01% | +785 | New |
| Vise Technologies, Inc. | 782 | $204.1K | 0.01% | +782 | New |
| Balboa Wealth Partners | 781 | $203.9K | 0.04% | +781 | New |
| FORA Capital, LLC | 768 | $200.5K | 0.04% | −2,796−78.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 660 | $172.3K | 0.34% | −6,375−90.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 653 | $170.5K | 0.00% | +45+7.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $152.7K | 0.00% | +235+67.1% | Added |
| SG Americas Securities, LLC | 544 | $142.0K | 0.00% | −1,366−71.5% | Reduced |
| SRS Capital Advisors, Inc. | 537 | $140.2K | 0.00% | +537 | New |
| Umb Bank N A | 523 | $136.5K | 0.00% | −1−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 520 | $135.7K | 0.03% | −125−19.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 516 | $134.7K | 0.00% | +55+11.9% | Added |
| Essex Investment Management Co LLC | 505 | $131.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 473 | $123.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 464 | $121.1K | 0.03% | +205+79.2% | Added |
| Farther Finance Advisors, LLC | 457 | $119.3K | 0.00% | +53+13.1% | Added |
| Edmond de Rothschild Holding S.A. | 418 | $109.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 410 | $107.0K | 0.01% | −75−15.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 395 | $103.0K | 0.00% | −8−2.0% | Reduced |
| Huntington National Bank | 369 | $96.3K | 0.00% | +5+1.4% | Added |
| CIBC Private Wealth Group, LLC | 349 | $91.1K | 0.00% | −7−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 321 | $83.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 319 | $83.3K | 0.03% | +318+31,800.0% | Added |
| Hantz Financial Services, Inc. | 304 | $79.0K | 0.00% | +176+137.5% | Added |
| Clearstead Advisors, LLC | 301 | $78.6K | 0.00% | −23−7.1% | Reduced |
| Danske Bank A/S | 300 | $78.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 264 | $68.9K | 0.00% | +264 | New |
| Principal Securities, Inc. | 244 | $63.7K | 0.00% | −37−13.2% | Reduced |
| NBC Securities, Inc. | 226 | $59.0K | 0.00% | −336−59.8% | Reduced |
| Toth Financial Advisory Corp | 204 | $53.3K | 0.01% | +29+16.6% | Added |
| Parallel Advisors, LLC | 195 | $50.9K | 0.00% | +14+7.7% | Added |
| First Horizon Corp | 180 | $47.0K | 0.00% | +180 | New |
| Allworth Financial LP | 153 | $39.9K | 0.00% | +125+446.4% | Added |
| Maseco LLP | 152 | $39.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $39.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $34.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 132 | $34.5K | 0.00% | −2−1.5% | Reduced |
| Wealthspire Advisors, LLC | 114 | $29.8K | 0.00% | +114 | New |
| Key Financial Inc | 115 | $29.7K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 113 | $29.5K | 0.01% | +113 | New |
| Covestor Ltd | 112 | $29.0K | 0.02% | −55−32.9% | Reduced |
| Simplex Trading, LLC | 107 | $27.0K | 0.00% | −618−85.2% | Reduced |
| TD Capital Management LLC | 103 | $26.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 102 | $26.6K | 0.00% | +102 | New |
| Smartleaf Asset Management LLC | 99 | $25.6K | 0.00% | +89+890.0% | Added |
| Transamerica Financial Advisors, Inc. | 69 | $17.9K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 63 | $16.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 56 | $14.7K | 0.00% | −16−22.2% | Reduced |