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, 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 | 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, 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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,585 | $407.0K | 0.02% | +55+3.6% | Added |
| Perbak Capital Partners LLP | 1,696 | $435.5K | 0.13% | −3,624−68.1% | Reduced |
| Sapient Capital LLC | 1,702 | $444.5K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,747 | $448.6K | 0.05% | +20+1.2% | Added |
| Swiss Life Asset Management Ltd | 1,755 | $450.6K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,800 | $462.2K | 0.07% | +1,800 | New |
| Global Assets Advisory, LLC | 1,804 | $463.2K | 0.13% | 00.0% | Unchanged |
| James Investment Research Inc | 1,809 | $464.5K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,837 | $471.7K | 0.09% | −540−22.7% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $475.5K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,876 | $481.7K | 0.13% | 00.0% | Unchanged |
| Aviva PLC | 1,919 | $492.7K | 0.00% | +102+5.6% | Added |
| Advisory Services Network, LLC | 1,948 | $500.1K | 0.01% | +357+22.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,973 | $506.6K | 0.18% | +1,313+198.9% | Added |
| Sapience Investments, LLC | 1,976 | $507.4K | 1.91% | −248−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,998 | $513.0K | 0.01% | +15+0.8% | Added |
| Bank of Stockton | 2,000 | $513.5K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,000 | $513.5K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,014 | $517.1K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,062 | $529.5K | 0.05% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,074 | $532.5K | 0.08% | +2,074 | New |
| Wedbush Securities Inc | 2,081 | $534.0K | 0.02% | −83−3.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,080 | $534.1K | 0.04% | −800−27.8% | Reduced |
| Oppenheimer & Co Inc | 2,083 | $534.9K | 0.01% | +391+23.1% | Added |
| Tower Research Capital LLC (TRC) | 2,087 | $535.9K | 0.01% | +215+11.5% | Added |
| DekaBank Deutsche Girozentrale | 2,683 | $536.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 2,109 | $541.6K | 0.01% | −339−13.8% | Reduced |
| Dundas Partners LLP | 2,110 | $541.8K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,123 | $545.2K | 0.00% | −952−31.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,135 | $548.2K | 0.13% | −33−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,137 | $548.6K | 0.02% | +214+11.1% | Added |
| Farther Finance Advisors, LLC | 2,157 | $553.9K | 0.01% | +1,700+372.0% | Added |
| Wellington Grp LLC | 2,206 | $566.4K | 0.19% | +2,206 | New |
| Fifth Third Bancorp | 2,219 | $569.8K | 0.00% | −55−2.4% | Reduced |
| Sterling Capital Management LLC | 2,220 | $570.0K | 0.01% | −136−5.8% | Reduced |
| Meritage Portfolio Management | 2,252 | $578.2K | 0.04% | −497−18.1% | Reduced |
| Sovran Advisors, LLC | 2,057 | $581.0K | 0.05% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,267 | $582.1K | 0.19% | +2,267 | New |
| Fca Corp | 2,307 | $592.4K | 0.17% | −176−7.1% | Reduced |
| Evergreen Capital Management LLC | 2,323 | $596.5K | 0.01% | −29−1.2% | Reduced |
| Dakota Wealth Management | 2,351 | $603.7K | 0.01% | +2,351 | New |
| Gaddis Premier Wealth Advisors LLC | 2,367 | $607.8K | 0.46% | +2,367 | New |
| Navellier & Associates Inc | 2,398 | $615.7K | 0.07% | −879−26.8% | Reduced |
| Fieldview Capital Management, LLC | 2,410 | $618.8K | 0.11% | +12+0.5% | Added |
| Coldstream Capital Management Inc | 2,428 | $623.5K | 0.01% | −53−2.1% | Reduced |
| Delta Capital Management LLC | 2,455 | $630.0K | 0.35% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,618 | $672.2K | 0.01% | +2,618 | New |
| Freestone Grove Partners LP | 2,618 | $672.2K | 0.00% | +2,618 | New |
| Taproot Management LP | 2,668 | $685.1K | 0.11% | +2,668 | New |
| Quest Partners LLC | 2,693 | $691.5K | 0.04% | −10,096−78.9% | Reduced |
| Base Wealth Management LLC | 2,712 | $696.4K | 0.37% | +159+6.2% | Added |
| Alamea Verwaltungs GmbH | 2,710 | $705.7K | 0.48% | +2,710 | New |
| Securian Asset Management, Inc | 2,779 | $713.6K | 0.03% | −100−3.5% | Reduced |
| M&T Bank Corp | 2,784 | $715.0K | 0.00% | +1,880+208.0% | Added |
| Advisor Group Holdings, Inc. | 2,803 | $719.9K | 0.00% | −1,413−33.5% | Reduced |
| Evolve Private Wealth, LLC | 2,849 | $731.6K | 0.04% | +2,849 | New |
| L2 Asset Management, LLC | 2,858 | $733.8K | 0.10% | +1,553+119.0% | Added |
| Mackenzie Financial Corp | 2,925 | $762.4K | 0.00% | −1,189−28.9% | Reduced |
| Summit Trail Advisors, LLC | 2,995 | $769.0K | 0.01% | +362+13.7% | Added |
| Kestra Investment Management, LLC | 3,041 | $780.8K | 0.02% | +1,352+80.0% | Added |
| CI Private Wealth, LLC | 3,085 | $794.4K | 0.00% | +489+18.8% | Added |
| Captrust Financial Advisors | 3,115 | $799.9K | 0.00% | +444+16.6% | Added |
| Sequoia Financial Advisors, LLC | 3,176 | $815.4K | 0.00% | +520+19.6% | Added |
| AIA Group Ltd | 3,207 | $823.5K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,365 | $864.0K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,382 | $868.4K | 0.01% | −443−11.6% | Reduced |
| IHT Wealth Management, LLC | 3,398 | $872.4K | 0.02% | +71+2.1% | Added |
| JustInvest LLC | 3,427 | $880.0K | 0.01% | −16−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,431 | $890.8K | 0.00% | +532+18.4% | Added |
| Xponance, Inc. | 3,483 | $894.3K | 0.01% | −834−19.3% | Reduced |
| Janney Montgomery Scott LLC | 3,525 | $905.0K | 0.00% | −7−0.2% | Reduced |
| GWM Advisors LLC | 3,540 | $909.0K | 0.00% | +3,484+6,221.4% | Added |
| Robeco Institutional Asset Management B.V. | 3,589 | $921.5K | 0.00% | +158+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,598 | $924.0K | 0.00% | −27−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 3,724 | $956.3K | 0.01% | +2,076+126.0% | Added |
| State of Alaska, Department of Revenue | 3,755 | $964.0K | 0.01% | −410−9.8% | Reduced |
| Axq Capital, LP | 3,956 | $1.02M | 0.23% | +3,956 | New |
| Smith Group Asset Management, LLC | 3,960 | $1.02M | 0.05% | +96+2.5% | Added |
| MML Investors Services, LLC | 3,963 | $1.02M | 0.00% | −1,655−29.5% | Reduced |
| Glenmede Trust Co NA | 4,016 | $1.03M | 0.00% | +4,016 | New |
| Ensign Peak Advisors, Inc | 4,130 | $1.06M | 0.00% | −12,652−75.4% | Reduced |
| Legato Capital Management LLC | 4,135 | $1.06M | 0.09% | +1,265+44.1% | Added |
| Keating Financial Advisory Services, Inc. | 4,225 | $1.08M | 0.15% | +4,225 | New |
| Arista Wealth Management, LLC | 4,254 | $1.09M | 0.13% | −108−2.5% | Reduced |
| Deutsche Bank AG | 4,287 | $1.10M | 0.00% | −11,773−73.3% | Reduced |
| CIBC World Markets Corp | 4,400 | $1.13M | 0.01% | +4,400 | New |
| Lecap Asset Management Ltd | 4,487 | $1.15M | 0.46% | +1,178+35.6% | Added |
| Schroder Investment Management Group | 4,423 | $1.16M | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,516 | $1.16M | 0.00% | −4,084−47.5% | Reduced |
| Jain Global LLC | 4,538 | $1.17M | 0.01% | +4,538 | New |
| Vestmark Advisory Solutions, Inc. | 4,573 | $1.17M | 0.02% | +4,573 | New |
| Wealth Enhancement Advisory Services, LLC | 4,443 | $1.18M | 0.00% | +1,285+40.7% | Added |
| Quadrant Capital Group LLC | 4,606 | $1.18M | 0.04% | −25−0.5% | Reduced |
| Ifrah Financial Services, Inc. | 4,629 | $1.19M | 0.31% | −79−1.7% | Reduced |
| Csenge Advisory Group | 4,629 | $1.19M | 0.05% | +277+6.4% | Added |
| Bank of Montreal | 4,642 | $1.19M | 0.00% | −49−1.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,649 | $1.19M | 0.32% | +235+5.3% | Added |
| Baird Financial Group, Inc. | 4,756 | $1.22M | 0.00% | −35−0.7% | Reduced |
| HighTower Advisors, LLC | 5,033 | $1.29M | 0.00% | +656+15.0% | Added |
| Harbor Capital Advisors, Inc. | 5,069 | $1.30M | 0.10% | +727+16.7% | Added |