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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 63 | $16.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 49 | $12.5K | 0.01% | +49 | New |
| Quent Capital, LLC | 48 | $12.3K | 0.00% | +8+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 42 | $10.9K | 0.00% | −27−39.1% | Reduced |
| SRS Capital Advisors, Inc. | 40 | $10.3K | 0.00% | −497−92.6% | Reduced |
| Signaturefd, LLC | 40 | $10.3K | 0.00% | −10−20.0% | Reduced |
| Global Retirement Partners, LLC | 39 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $10.0K | 0.00% | −11−22.0% | Reduced |
| Private Wealth Management Group, LLC | 36 | $9.24K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 34 | $8.73K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 33 | $8.47K | 0.00% | +1+3.1% | Added |
| Abound Wealth Management | 30 | $7.75K | 0.00% | +30 | New |
| Activest Wealth Management | 29 | $7.45K | 0.00% | +29 | New |
| High Note Wealth, LLC | 24 | $6.16K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 23 | $5.93K | 0.00% | −4−14.8% | Reduced |
| Retirement Wealth Solutions LLC | 23 | $5.91K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 22 | $5.65K | 0.00% | +22 | New |
| Estate Planners Group, LLC | 21 | $5.48K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $5.14K | 0.00% | +15+300.0% | Added |
| CoreCap Advisors, LLC | 20 | $5.13K | 0.00% | +6+42.9% | Added |
| Elyxium Wealth, LLC | 18 | $4.62K | 0.00% | +18 | New |
| Altshuler Shaham Ltd | 16 | $4.11K | 0.00% | +16 | New |
| Motiv8 Investments LLC | 14 | $4.00K | 0.00% | +14 | New |
| Brown Brothers Harriman & Co | 15 | $3.85K | 0.00% | +15 | New |
| Quarry LP | 13 | $3.34K | 0.00% | −451−97.2% | Reduced |
| Sunbelt Securities, Inc. | 13 | $3.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.34K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $3.19K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 12 | $3.08K | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 10 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $2.57K | 0.00% | +1+11.1% | Added |
| Fortitude Family Office, LLC | 9 | $2.31K | 0.00% | −1−10.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $1.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.76K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 6 | $1.54K | 0.00% | −7−53.8% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.54K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $1.54K | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $1.28K | 0.00% | −1−16.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4 | $1.03K | 0.00% | +4 | New |
| Toronto Dominion Bank | 4 | $977 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 3 | $771 | 0.00% | −5−62.5% | Reduced |
| Manchester Capital Management LLC | 3 | $771 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $771 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $770 | 0.00% | −1−25.0% | Reduced |
| Cornerstone Financial Management LLC | 3 | $770 | 0.00% | +3 | New |
| National Bank of Canada | 3 | $742 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $518 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $514 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $514 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $513 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $257 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $257 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $206 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,125 | $0 | 0.00% | +1,125 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −233,272−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −59,999−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −18,927−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,556−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,821−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Sequent Planning LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |