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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 52 | $13.6K | 0.00% | −59−53.2% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $13.1K | 0.00% | +8+19.0% | Added |
| Johnson Investment Counsel Inc | 12,612 | $13.0K | 0.00% | +30+0.2% | Added |
| Hemington Wealth Management | 45 | $11.0K | 0.00% | +6+15.4% | Added |
| Quent Capital, LLC | 40 | $10.4K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $9.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $8.35K | 0.00% | +1+3.2% | Added |
| LRI Investments, LLC | 27 | $6.93K | 0.00% | −4−12.9% | Reduced |
| JPL Wealth Management, LLC | 25 | $6.53K | 0.00% | +25 | New |
| High Note Wealth, LLC | 24 | $6.26K | 0.00% | −1−4.0% | Reduced |
| Retirement Wealth Solutions LLC | 23 | $6.00K | 0.00% | +23 | New |
| Capital Analysts, LLC | 24 | $6.00K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $3.56K | 0.00% | −1−6.7% | Reduced |
| Creative Financial Designs Inc | 13 | $3.41K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $3.39K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 10 | $2.72K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.61K | 0.00% | +1+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.35K | 0.00% | +1+12.5% | Added |
| N.E.W. Advisory Services LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $2.09K | 0.00% | +5+166.7% | Added |
| Aventura Private Wealth, LLC | 8 | $2.09K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $1.83K | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 7 | $1.81K | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $1.30K | 0.00% | −80−94.1% | Reduced |
| Park Place Capital Corp | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.30K | 0.00% | +2+66.7% | Added |
| Kilter Group LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.04K | 0.00% | +1+33.3% | Added |
| Cloud Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $784 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $527 | 0.00% | −1−33.3% | Reduced |
| South State Corp. | 2 | $523 | 0.00% | −1−33.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $522 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2 | $522 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $512 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $262 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $261 | 0.00% | −2−66.7% | Reduced |
| Rosenberg Matthew Hamilton | 1 | $261 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 0 | $0 | 0.00% | −95,126−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −83,688−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −40,583−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −25,935−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −21,578−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,528−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,746−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −20,501−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,448−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −17,240−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,877−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −7,619−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,523−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −5,995−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,317−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −269−100.0% | Sold out |