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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 622 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 459 | $118.0K | 0.00% | +459 | New |
| Versant Capital Management, Inc | 474 | $121.7K | 0.02% | +1+0.2% | Added |
| Essex Investment Management Co LLC | 505 | $129.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 519 | $133.0K | 0.00% | +215+70.7% | Added |
| Eurizon Capital SGR S.p.A. | 511 | $133.3K | 0.00% | +511 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 550 | $141.0K | 0.00% | +155+39.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $150.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 592 | $152.0K | 0.00% | +69+13.2% | Added |
| Northwestern Mutual Wealth Management Co | 644 | $165.4K | 0.00% | −9−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 684 | $175.6K | 0.02% | +684 | New |
| IFP Advisors, Inc | 745 | $191.3K | 0.00% | −99−11.7% | Reduced |
| Clearstead Advisors, LLC | 763 | $195.9K | 0.00% | +462+153.5% | Added |
| Independent Financial Group, LLC | 787 | $202.1K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 725 | $204.1K | 0.01% | +725 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $204.1K | 0.02% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 796 | $204.5K | 0.20% | +796 | New |
| Skopos Labs, Inc. | 780 | $205.5K | 0.01% | +780 | New |
| Apollon Wealth Management, LLC | 807 | $207.2K | 0.00% | −52−6.1% | Reduced |
| Profund Advisors LLC | 809 | $207.7K | 0.01% | −81−9.1% | Reduced |
| Atomi Financial Group, Inc. | 822 | $211.1K | 0.01% | +37+4.7% | Added |
| Blue Bell Private Wealth Management, LLC | 827 | $212.3K | 0.03% | −5−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 831 | $213.3K | 0.00% | +45+5.7% | Added |
| Stratos Wealth Partners, LTD. | 833 | $214.1K | 0.00% | −32−3.7% | Reduced |
| Verus Capital Partners, LLC | 835 | $214.4K | 0.01% | +835 | New |
| D'Orazio & Associates, Inc. | 844 | $216.7K | 0.03% | −1−0.1% | Reduced |
| OneAscent Wealth Management LLC | 855 | $219.5K | 0.07% | −59−6.5% | Reduced |
| Moody Aldrich Partners LLC | 857 | $220.1K | 0.04% | −2−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 866 | $222.4K | 0.01% | −19−2.1% | Reduced |
| Finivi Inc. | 870 | $223.3K | 0.13% | +28+3.3% | Added |
| Balboa Wealth Partners | 877 | $225.2K | 0.04% | +96+12.3% | Added |
| National Asset Management, Inc. | 878 | $225.3K | 0.01% | +16+1.9% | Added |
| Retirement Guys Formula LLC | 887 | $227.8K | 0.10% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 904 | $232.0K | 0.05% | −3,546−79.7% | Reduced |
| Beacon Capital Management, LLC | 908 | $233.1K | 0.04% | +2+0.2% | Added |
| Regions Financial Corp | 917 | $235.5K | 0.00% | +16+1.8% | Added |
| HBK Sorce Advisory LLC | 809 | $236.0K | 0.01% | +809 | New |
| Exchange Traded Concepts, LLC | 927 | $238.0K | 0.00% | +927 | New |
| Trust Point Inc. | 929 | $238.5K | 0.02% | −106−10.2% | Reduced |
| Retirement Planning Group | 931 | $239.1K | 0.01% | −5−0.5% | Reduced |
| HighPoint Advisor Group LLC | 931 | $239.1K | 0.01% | +17+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 934 | $239.8K | 0.01% | +24+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 941 | $241.6K | 0.01% | −13−1.4% | Reduced |
| Claret Asset Management Corp | 948 | $243.0K | 0.03% | −2−0.2% | Reduced |
| Two Sigma Securities, LLC | 958 | $246.0K | 0.03% | +958 | New |
| Argent Trust Co | 966 | $248.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 973 | $249.8K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 991 | $254.5K | 0.03% | +223+29.0% | Added |
| Vise Technologies, Inc. | 993 | $255.0K | 0.00% | +211+27.0% | Added |
| Intrust Bank NA | 998 | $256.3K | 0.02% | +84+9.2% | Added |
| Gallacher Capital Management LLC | 998 | $256.4K | 0.10% | −10−1.0% | Reduced |
| Centurion Wealth Management LLC | 1,000 | $256.8K | 0.06% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 1,000 | $256.8K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,004 | $257.8K | 0.00% | +10+1.0% | Added |
| Prelude Capital Management, LLC | 1,051 | $269.9K | 0.02% | +1,051 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,052 | $270.1K | 0.00% | −77−6.8% | Reduced |
| 111 Capital | 1,061 | $272.4K | 0.06% | −1,182−52.7% | Reduced |
| Cambria Investment Management, L.P. | 1,064 | $273.2K | 0.02% | −45−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,066 | $273.7K | 0.00% | −17−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 1,068 | $274.2K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,086 | $278.9K | 0.00% | +1+0.1% | Added |
| Central Trust Co | 1,102 | $283.0K | 0.01% | +2+0.2% | Added |
| Spire Wealth Management | 1,107 | $284.4K | 0.01% | −1,894−63.1% | Reduced |
| Sanctuary Advisors, LLC | 1,110 | $285.1K | 0.00% | +143+14.8% | Added |
| KBC Group NV | 1,123 | $288.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,133 | $291.0K | 0.01% | +2+0.2% | Added |
| Susquehanna International Group, LLP | 1,138 | $292.2K | 0.00% | −5,766−83.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,143 | $293.5K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,162 | $298.4K | 0.00% | +230+24.7% | Added |
| Fox Run Management, L.L.C. | 1,175 | $301.7K | 0.05% | −170−12.6% | Reduced |
| State of Wyoming | 1,185 | $304.3K | 0.03% | −1,786−60.1% | Reduced |
| Vident Advisory, LLC | 1,191 | $305.8K | 0.00% | −135−10.2% | Reduced |
| Clearwave Capital, LLC | 1,229 | $315.6K | 0.23% | +1,229 | New |
| CIBC Asset Management Inc | 1,233 | $316.6K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,245 | $319.7K | 0.07% | +403+47.9% | Added |
| US Asset Management LLC | 1,266 | $325.1K | 0.27% | +41+3.3% | Added |
| Graham Capital Management, L.P. | 1,267 | $325.3K | 0.01% | +1,267 | New |
| Shelton Capital Management | 1,270 | $326.1K | 0.01% | −104−7.6% | Reduced |
| CWM Advisors, LLC | 1,273 | $327.0K | 0.03% | +73+6.1% | Added |
| Fox Hill Wealth Management | 1,288 | $330.8K | 0.15% | −11−0.8% | Reduced |
| La Banque Postale Asset Management SA | 1,289 | $331.0K | 0.00% | +1,289 | New |
| Kingswood Wealth Advisors, LLC | 1,292 | $331.7K | 0.02% | +77+6.3% | Added |
| Fred Alger Management, LLC | 1,300 | $333.8K | 0.00% | −234−15.3% | Reduced |
| Qsemble Capital Management, LP | 1,326 | $340.5K | 0.03% | −15−1.1% | Reduced |
| North Dakota State Investment Board | 1,343 | $344.8K | 0.01% | +1,343 | New |
| Kestra Advisory Services, LLC | 1,348 | $346.1K | 0.00% | +123+10.0% | Added |
| Fiduciary Trust Co | 1,371 | $352.0K | 0.00% | −2−0.1% | Reduced |
| Waratah Capital Advisors Ltd. | 1,385 | $355.6K | 0.03% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,385 | $355.6K | 0.38% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,395 | $358.2K | 0.01% | −30−2.1% | Reduced |
| Sendero Wealth Management, LLC | 1,424 | $365.6K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,425 | $365.9K | 0.16% | +1,425 | New |
| Resources Investment Advisors, LLC. | 1,436 | $368.8K | 0.00% | −93−6.1% | Reduced |
| Jones Financial Companies LLLP | 1,437 | $369.1K | 0.00% | +27+1.9% | Added |
| Merit Financial Group, LLC | 1,439 | $369.5K | 0.00% | +1,439 | New |
| Virginia Retirement Systems Et Al | 1,450 | $372.3K | 0.00% | +1,450 | New |
| Colony Group, LLC | 1,527 | $392.1K | 0.00% | −774−33.6% | Reduced |
| BDFS Capital LLC | 1,528 | $392.3K | 0.20% | +1,528 | New |
| Cresset Asset Management, LLC | 1,542 | $396.0K | 0.00% | −80−4.9% | Reduced |
| Snowden Capital Advisors LLC | 1,561 | $400.8K | 0.01% | −108−6.5% | Reduced |
| Granite Investment Partners, LLC | 1,569 | $402.9K | 0.02% | −7,909−83.4% | Reduced |