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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 1,162 | $298.4K | 0.00% | +230+24.7% | Added |
| GHP Investment Advisors, Inc. | 1,143 | $293.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,138 | $292.2K | 0.00% | −5,766−83.5% | Reduced |
| CX Institutional | 1,133 | $291.0K | 0.01% | +2+0.2% | Added |
| KBC Group NV | 1,123 | $288.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,110 | $285.1K | 0.00% | +143+14.8% | Added |
| Spire Wealth Management | 1,107 | $284.4K | 0.01% | −1,894−63.1% | Reduced |
| Central Trust Co | 1,102 | $283.0K | 0.01% | +2+0.2% | Added |
| Forum Financial Management, LP | 1,086 | $278.9K | 0.00% | +1+0.1% | Added |
| Axxcess Wealth Management, LLC | 1,068 | $274.2K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,066 | $273.7K | 0.00% | −17−1.6% | Reduced |
| Cambria Investment Management, L.P. | 1,064 | $273.2K | 0.02% | −45−4.1% | Reduced |
| 111 Capital | 1,061 | $272.4K | 0.06% | −1,182−52.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,052 | $270.1K | 0.00% | −77−6.8% | Reduced |
| Prelude Capital Management, LLC | 1,051 | $269.9K | 0.02% | +1,051 | New |
| Summit Financial, LLC | 1,004 | $257.8K | 0.00% | +10+1.0% | Added |
| 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 |
| Gallacher Capital Management LLC | 998 | $256.4K | 0.10% | −10−1.0% | Reduced |
| Intrust Bank NA | 998 | $256.3K | 0.02% | +84+9.2% | Added |
| Vise Technologies, Inc. | 993 | $255.0K | 0.00% | +211+27.0% | Added |
| FORA Capital, LLC | 991 | $254.5K | 0.03% | +223+29.0% | Added |
| TD Private Client Wealth LLC | 973 | $249.8K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 966 | $248.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 958 | $246.0K | 0.03% | +958 | New |
| Claret Asset Management Corp | 948 | $243.0K | 0.03% | −2−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 941 | $241.6K | 0.01% | −13−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 934 | $239.8K | 0.01% | +24+2.6% | Added |
| 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 |
| Trust Point Inc. | 929 | $238.5K | 0.02% | −106−10.2% | Reduced |
| Exchange Traded Concepts, LLC | 927 | $238.0K | 0.00% | +927 | New |
| HBK Sorce Advisory LLC | 809 | $236.0K | 0.01% | +809 | New |
| Regions Financial Corp | 917 | $235.5K | 0.00% | +16+1.8% | Added |
| Beacon Capital Management, LLC | 908 | $233.1K | 0.04% | +2+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 904 | $232.0K | 0.05% | −3,546−79.7% | Reduced |
| Retirement Guys Formula LLC | 887 | $227.8K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 878 | $225.3K | 0.01% | +16+1.9% | Added |
| Balboa Wealth Partners | 877 | $225.2K | 0.04% | +96+12.3% | Added |
| Finivi Inc. | 870 | $223.3K | 0.13% | +28+3.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 866 | $222.4K | 0.01% | −19−2.1% | Reduced |
| Moody Aldrich Partners LLC | 857 | $220.1K | 0.04% | −2−0.2% | Reduced |
| OneAscent Wealth Management LLC | 855 | $219.5K | 0.07% | −59−6.5% | Reduced |
| D'Orazio & Associates, Inc. | 844 | $216.7K | 0.03% | −1−0.1% | Reduced |
| Verus Capital Partners, LLC | 835 | $214.4K | 0.01% | +835 | New |
| Stratos Wealth Partners, LTD. | 833 | $214.1K | 0.00% | −32−3.7% | Reduced |
| United Capital Financial Advisers, LLC | 831 | $213.3K | 0.00% | +45+5.7% | Added |
| Blue Bell Private Wealth Management, LLC | 827 | $212.3K | 0.03% | −5−0.6% | Reduced |
| Atomi Financial Group, Inc. | 822 | $211.1K | 0.01% | +37+4.7% | Added |
| Profund Advisors LLC | 809 | $207.7K | 0.01% | −81−9.1% | Reduced |
| Apollon Wealth Management, LLC | 807 | $207.2K | 0.00% | −52−6.1% | Reduced |
| Skopos Labs, Inc. | 780 | $205.5K | 0.01% | +780 | New |
| Advisory Advocates, LLC | 796 | $204.5K | 0.20% | +796 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $204.1K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 725 | $204.1K | 0.01% | +725 | New |
| Independent Financial Group, LLC | 787 | $202.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 763 | $195.9K | 0.00% | +462+153.5% | Added |
| IFP Advisors, Inc | 745 | $191.3K | 0.00% | −99−11.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 684 | $175.6K | 0.02% | +684 | New |
| Northwestern Mutual Wealth Management Co | 644 | $165.4K | 0.00% | −9−1.4% | Reduced |
| Umb Bank N A | 592 | $152.0K | 0.00% | +69+13.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $150.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 550 | $141.0K | 0.00% | +155+39.2% | Added |
| Eurizon Capital SGR S.p.A. | 511 | $133.3K | 0.00% | +511 | New |
| Hantz Financial Services, Inc. | 519 | $133.0K | 0.00% | +215+70.7% | Added |
| Essex Investment Management Co LLC | 505 | $129.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 474 | $121.7K | 0.02% | +1+0.2% | Added |
| SageView Advisory Group, LLC | 459 | $118.0K | 0.00% | +459 | New |
| Edmond de Rothschild Holding S.A. | 458 | $117.6K | 0.00% | +40+9.6% | Added |
| Parkside Financial Bank & Trust | 417 | $107.1K | 0.01% | +7+1.7% | Added |
| Essential Partners LLC | 417 | $107.1K | 0.03% | +98+30.7% | Added |
| CIBC Private Wealth Group, LLC | 410 | $105.3K | 0.00% | +61+17.5% | Added |
| Contravisory Investment Management, Inc. | 382 | $98.1K | 0.02% | −138−26.5% | Reduced |
| Huntington National Bank | 381 | $97.8K | 0.00% | +12+3.3% | Added |
| Allworth Financial LP | 339 | $87.0K | 0.00% | +186+121.6% | Added |
| Harbor Investment Advisory, LLC | 321 | $82.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $77.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 272 | $69.8K | 0.00% | +77+39.5% | Added |
| First Horizon Corp | 268 | $68.8K | 0.00% | +88+48.9% | Added |
| Greenline Wealth Management LLC | 268 | $68.8K | 0.07% | +268 | New |
| Toth Financial Advisory Corp | 204 | $52.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 177 | $46.2K | 0.00% | +78+78.8% | Added |
| Los Angeles Capital Management LLC | 180 | $46.1K | 0.00% | +180 | New |
| Maseco LLP | 152 | $39.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $38.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $35.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $34.1K | 0.00% | +133 | New |
| Massmutual Trust Co FSB | 128 | $32.9K | 0.00% | −4−3.0% | Reduced |
| Anchor Investment Management, LLC | 125 | $32.1K | 0.00% | +125 | New |
| NBC Securities, Inc. | 120 | $30.8K | 0.00% | −106−46.9% | Reduced |
| Root Financial Partners, LLC | 119 | $30.6K | 0.00% | +17+16.7% | Added |
| Key Financial Inc | 115 | $29.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 112 | $29.0K | 0.02% | 00.0% | Unchanged |
| Vega Investment Solutions | 112 | $28.8K | 0.00% | +112 | New |
| TD Capital Management LLC | 103 | $26.3K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 96 | $24.6K | 0.01% | +96 | New |
| Newbridge Financial Services Group, Inc. | 90 | $23.1K | 0.00% | +90 | New |
| Rothschild Investment LLC | 88 | $22.6K | 0.00% | +81+1,157.1% | Added |
| Miller Capital Partners, Inc. | 83 | $21.3K | 0.01% | +83 | New |
| Wellington-Altus USA Inc. | 79 | $20.3K | 0.02% | +79 | New |