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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; 622 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 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
568
+25 vs. Q3 2025
Shares held
35.1M
+303.5K (+0.9%) vs. Q3 2025
Total value
$9.02B
−$62.6M (−0.7%) vs. Q3 2025
New holders
82
180 more added
Sold out
57
214 more reduced

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 568 institutions
Q1 2021: 241 institutionsQ2 2021: 244 institutionsQ3 2021: 254 institutionsQ4 2021: 249 institutionsQ1 2022: 269 institutionsQ2 2022: 284 institutionsQ3 2022: 295 institutionsQ4 2022: 335 institutionsQ1 2023: 350 institutionsQ2 2023: 354 institutionsQ3 2023: 381 institutionsQ4 2023: 388 institutionsQ1 2024: 422 institutionsQ2 2024: 428 institutionsQ3 2024: 451 institutionsQ4 2024: 498 institutionsQ1 2025: 511 institutionsQ2 2025: 540 institutionsQ3 2025: 555 institutionsQ4 2025: 568 institutionsQ1 2026: 586 institutionsQ2 2026: 622 institutions
Value heldQ4 2025: $9.02B
Q1 2021: $3.27BQ2 2021: $3.23BQ3 2021: $3.21BQ4 2021: $3.67BQ1 2022: $3.68BQ2 2022: $3.45BQ3 2022: $3.69BQ4 2022: $4.51BQ1 2023: $5.15BQ2 2023: $5.23BQ3 2023: $5.62BQ4 2023: $6.27BQ1 2024: $7.11BQ2 2024: $6.97BQ3 2024: $8.01BQ4 2024: $8.62BQ1 2025: $8.24BQ2 2025: $8.34BQ3 2025: $9.12BQ4 2025: $9.02BQ1 2026: $9.29BQ2 2026: $11.9B
Institutions holding AIT and their total value by quarter
QuarterHoldersValue
Q2 2026622$11.9B
Q1 2026586$9.29B
Q4 2025568$9.02B
Q3 2025555$9.12B
Q2 2025540$8.34B
Q1 2025511$8.24B
Q4 2024498$8.62B
Q3 2024451$8.01B
Q2 2024428$6.97B
Q1 2024422$7.11B
Q4 2023388$6.27B
Q3 2023381$5.62B
Q2 2023354$5.23B
Q1 2023350$5.15B
Q4 2022335$4.51B
Q3 2022295$3.69B
Q2 2022284$3.45B
Q1 2022269$3.68B
Q4 2021249$3.67B
Q3 2021254$3.21B
Q2 2021244$3.23B
Q1 2021241$3.27B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2025.

Institutions holding AIT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%00.0%Unchanged
MidFirst Bank1,125$00.00%+1,125New
Dunhill Financial, LLC1$2060.00%+1New
TFC Financial Management1$2570.00%00.0%Unchanged
Rosenberg Matthew Hamilton1$2570.00%00.0%Unchanged
SBI Securities Co., Ltd.1$2570.00%00.0%Unchanged
Harbour Investments, Inc.1$2570.00%+1New
Cornerstone Planning Group LLC2$5130.00%00.0%Unchanged
South State Corp.2$5140.00%00.0%Unchanged
Financial Management Professionals, Inc.2$5140.00%00.0%Unchanged
Larson Financial Group LLC2$5180.00%00.0%Unchanged
National Bank of Canada3$7420.00%+3New
Bay Harbor Wealth Management, LLC3$7700.00%−1−25.0%Reduced
Cornerstone Financial Management LLC3$7700.00%+3New
UMA Financial Services, Inc.3$7710.00%−5−62.5%Reduced
Manchester Capital Management LLC3$7710.00%00.0%Unchanged
HFM Investment Advisors, LLC3$7710.00%00.0%Unchanged
Toronto Dominion Bank4$9770.00%+4New
Atlas Capital Advisors LLC4$1.03K0.00%+4New
Kilter Group LLC4$1.03K0.00%00.0%Unchanged
True Wealth Design, LLC5$1.28K0.00%−1−16.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC5$1.28K0.00%00.0%Unchanged
Park Place Capital Corp5$1.28K0.00%00.0%Unchanged
Creative Financial Designs Inc6$1.54K0.00%−7−53.8%Reduced
Rakuten Securities, Inc.6$1.54K0.00%+6New
Rossby Financial, LCC6$1.54K0.00%+6New
Montag A & Associates Inc7$1.76K0.00%+7New
Webster Bank, N. A.7$1.80K0.00%00.0%Unchanged
Wolff Wiese Magana LLC7$1.80K0.00%00.0%Unchanged
Salomon & Ludwin, LLC7$1.84K0.00%00.0%Unchanged
Cromwell Holdings LLC8$2.05K0.00%00.0%Unchanged
Aventura Private Wealth, LLC8$2.05K0.00%00.0%Unchanged
Fortitude Family Office, LLC9$2.31K0.00%−1−10.0%Reduced
DiNuzzo Private Wealth, Inc.9$2.31K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC9$2.31K0.00%00.0%Unchanged
Bogart Wealth, LLC10$2.57K0.00%00.0%Unchanged
Rialto Wealth Management, LLC10$2.57K0.00%+1+11.1%Added
Westfuller Advisors, LLC10$2.68K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC12$3.08K0.00%+12New
Whittier Trust Co of Nevada Inc12$3.19K0.00%00.0%Unchanged
Quarry LP13$3.34K0.00%−451−97.2%Reduced
Sunbelt Securities, Inc.13$3.34K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.13$3.34K0.00%00.0%Unchanged
Brown Brothers Harriman & Co15$3.85K0.00%+15New
Motiv8 Investments LLC14$4.00K0.00%+14New
Altshuler Shaham Ltd16$4.11K0.00%+16New
Elyxium Wealth, LLC18$4.62K0.00%+18New
CoreCap Advisors, LLC20$5.13K0.00%+6+42.9%Added
SJS Investment Consulting Inc.20$5.14K0.00%+15+300.0%Added
Estate Planners Group, LLC21$5.48K0.00%+21New
IMA Wealth, Inc.22$5.65K0.00%+22New
Retirement Wealth Solutions LLC23$5.91K0.00%00.0%Unchanged
LRI Investments, LLC23$5.93K0.00%−4−14.8%Reduced
Capital Analysts, LLC24$6.00K0.00%00.0%Unchanged
High Note Wealth, LLC24$6.16K0.00%00.0%Unchanged
Activest Wealth Management29$7.45K0.00%+29New
Abound Wealth Management30$7.75K0.00%+30New
Farmers & Merchants Investments Inc33$8.47K0.00%+1+3.1%Added
Basecamp Wealth Advisors LLC34$8.73K0.00%+34New
Private Wealth Management Group, LLC36$9.24K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC39$10.0K0.00%−11−22.0%Reduced
Global Retirement Partners, LLC39$10.1K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.40$10.3K0.00%−497−92.6%Reduced
Signaturefd, LLC40$10.3K0.00%−10−20.0%Reduced
Transamerica Financial Advisors, Inc.42$10.9K0.00%−27−39.1%Reduced
Quent Capital, LLC48$12.3K0.00%+8+20.0%Added
Signature Equity Partners, LLC49$12.5K0.01%+49New
Bell Investment Advisors, Inc63$16.2K0.00%00.0%Unchanged
Wellington-Altus USA Inc.79$20.3K0.02%+79New
Miller Capital Partners, Inc.83$21.3K0.01%+83New
Rothschild Investment LLC88$22.6K0.00%+81+1,157.1%Added
Newbridge Financial Services Group, Inc.90$23.1K0.00%+90New
Torren Management, LLC96$24.6K0.01%+96New
TD Capital Management LLC103$26.3K0.00%00.0%Unchanged
Vega Investment Solutions112$28.8K0.00%+112New
Covestor Ltd112$29.0K0.02%00.0%Unchanged
Key Financial Inc115$29.5K0.01%00.0%Unchanged
Root Financial Partners, LLC119$30.6K0.00%+17+16.7%Added
NBC Securities, Inc.120$30.8K0.00%−106−46.9%Reduced
Anchor Investment Management, LLC125$32.1K0.00%+125New
Massmutual Trust Co FSB128$32.9K0.00%−4−3.0%Reduced
V-Square Quantitative Management LLC133$34.1K0.00%+133New
Smithfield Trust Co135$35.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd150$38.5K0.00%00.0%Unchanged
Maseco LLP152$39.1K0.00%00.0%Unchanged
Los Angeles Capital Management LLC180$46.1K0.00%+180New
Smartleaf Asset Management LLC177$46.2K0.00%+78+78.8%Added
Toth Financial Advisory Corp204$52.4K0.01%00.0%Unchanged
Greenline Wealth Management LLC268$68.8K0.07%+268New
First Horizon Corp268$68.8K0.00%+88+48.9%Added
Parallel Advisors, LLC272$69.8K0.00%+77+39.5%Added
Danske Bank A/S300$77.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC321$82.4K0.01%00.0%Unchanged
Allworth Financial LP339$87.0K0.00%+186+121.6%Added
Huntington National Bank381$97.8K0.00%+12+3.3%Added
Contravisory Investment Management, Inc.382$98.1K0.02%−138−26.5%Reduced
CIBC Private Wealth Group, LLC410$105.3K0.00%+61+17.5%Added
Essential Partners LLC417$107.1K0.03%+98+30.7%Added
Parkside Financial Bank & Trust417$107.1K0.01%+7+1.7%Added
Edmond de Rothschild Holding S.A.458$117.6K0.00%+40+9.6%Added