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, Q1 2026
Institutional positions in Applied Industrial Technologies Inc as of Mar 31, 2026. 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
- 586
- +27 vs. Q4 2025
- Shares held
- 35.0M
- +4.55M (+14.9%) vs. Q4 2025
- Total value
- $9.29B
- +$1.46B (+18.6%) vs. Q4 2025
- New holders
- 84
- 228 more added
- Sold out
- 57
- 187 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 387 | $102.7K | 0.03% | −30−7.2% | Reduced |
| Huntington National Bank | 401 | $106.4K | 0.00% | +20+5.2% | Added |
| Parkside Financial Bank & Trust | 430 | $114.1K | 0.01% | +13+3.1% | Added |
| Parallel Advisors, LLC | 434 | $115.1K | 0.00% | +162+59.6% | Added |
| Edmond de Rothschild Holding S.A. | 438 | $116.2K | 0.00% | −20−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 478 | $126.8K | 0.01% | −206−30.1% | Reduced |
| Essex Investment Management Co LLC | 505 | $134.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 552 | $146.5K | 0.01% | +78+16.5% | Added |
| Eurizon Capital SGR S.p.A. | 589 | $152.7K | 0.00% | +78+15.3% | Added |
| Rothschild Investment LLC | 594 | $157.6K | 0.01% | +506+575.0% | Added |
| Umb Bank N A | 595 | $157.9K | 0.00% | +3+0.5% | Added |
| Keating Financial Advisory Services, Inc. | 617 | $163.7K | 0.03% | −3,608−85.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 619 | $164.2K | 0.00% | −25−3.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 652 | $173.0K | 0.00% | +67+11.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 728 | $193.2K | 0.00% | +178+32.4% | Added |
| IFP Advisors, Inc | 733 | $194.5K | 0.00% | −12−1.6% | Reduced |
| Independent Financial Group, LLC | 754 | $200.1K | 0.00% | −33−4.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 755 | $200.3K | 0.00% | −297−28.2% | Reduced |
| Indivisible Partners | 792 | $210.2K | 0.02% | +792 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $210.9K | 0.02% | 00.0% | Unchanged |
| Finivi Inc. | 799 | $212.0K | 0.12% | −71−8.2% | Reduced |
| Spire Wealth Management | 801 | $212.5K | 0.01% | −306−27.6% | Reduced |
| Profund Advisors LLC | 819 | $217.3K | 0.01% | +10+1.2% | Added |
| Daiwa Securities Group Inc. | 820 | $217.6K | 0.00% | +820 | New |
| Daymark Wealth Partners, LLC | 831 | $220.5K | 0.01% | +831 | New |
| AlphaCore Capital LLC | 843 | $223.7K | 0.01% | +843 | New |
| Meiji Yasuda Asset Management Co Ltd. | 850 | $225.5K | 0.01% | −16−1.8% | Reduced |
| AlphaGrep UK Ltd | 852 | $226.1K | 0.07% | −1,415−62.4% | Reduced |
| Allworth Financial LP | 859 | $227.9K | 0.00% | +520+153.4% | Added |
| D'Orazio & Associates, Inc. | 865 | $229.5K | 0.03% | +21+2.5% | Added |
| Fox Run Management, L.L.C. | 904 | $233.2K | 0.04% | −271−23.1% | Reduced |
| Baker Avenue Asset Management, LP | 883 | $234.3K | 0.01% | +883 | New |
| CAPROCK Group, Inc. | 886 | $235.1K | 0.01% | +886 | New |
| Polymer Capital Management (US) LLC | 889 | $235.9K | 0.03% | +889 | New |
| Sentinus, LLC | 895 | $237.5K | 0.02% | +895 | New |
| Beacon Capital Management, LLC | 910 | $241.3K | 0.04% | +2+0.2% | Added |
| Retirement Guys Formula LLC | 911 | $241.7K | 0.11% | +24+2.7% | Added |
| Transcend Wealth Collective, LLC | 928 | $246.2K | 0.02% | +928 | New |
| Retirement Planning Group | 932 | $247.2K | 0.01% | +1+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 941 | $249.7K | 0.01% | +941 | New |
| HBK Sorce Advisory LLC | 813 | $251.1K | 0.01% | +4+0.5% | Added |
| Claret Asset Management Corp | 948 | $252.0K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 956 | $253.6K | 0.05% | −289−23.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 960 | $254.7K | 0.01% | +960 | New |
| Vise Technologies, Inc. | 993 | $255.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 966 | $256.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 974 | $258.0K | 0.00% | +455+87.7% | Added |
| TD Private Client Wealth LLC | 973 | $258.2K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,000 | $265.3K | 0.06% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 1,000 | $265.3K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 1,015 | $269.3K | 0.02% | +86+9.3% | Added |
| Exchange Traded Concepts, LLC | 1,016 | $269.6K | 0.00% | +89+9.6% | Added |
| CX Institutional | 1,019 | $270.0K | 0.01% | −114−10.1% | Reduced |
| Summit Financial, LLC | 1,022 | $271.2K | 0.00% | +18+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,032 | $273.8K | 0.01% | +1,032 | New |
| PEAK6 LLC | 1,041 | $276.1K | 0.01% | +1,041 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,061 | $281.5K | 0.00% | −5,331−83.4% | Reduced |
| Intrust Bank NA | 1,062 | $281.8K | 0.02% | +64+6.4% | Added |
| Krilogy Financial LLC | 992 | $282.1K | 0.01% | +267+36.8% | Added |
| Moneta Group Investment Advisors LLC | 1,066 | $282.8K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,069 | $283.6K | 0.00% | +262+32.5% | Added |
| Regions Financial Corp | 1,070 | $283.9K | 0.00% | +153+16.7% | Added |
| Verus Capital Partners, LLC | 1,081 | $286.8K | 0.02% | +246+29.5% | Added |
| Fifth Third Wealth Advisors LLC | 1,094 | $290.3K | 0.01% | +153+16.3% | Added |
| North Dakota State Investment Board | 1,095 | $290.5K | 0.01% | −248−18.5% | Reduced |
| Citizens Financial Group Inc | 1,096 | $290.8K | 0.00% | +1,096 | New |
| Kestra Advisory Services, LLC | 1,102 | $292.3K | 0.00% | −246−18.2% | Reduced |
| Central Trust Co | 1,102 | $292.4K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,110 | $294.5K | 0.01% | +288+35.0% | Added |
| KBC Group NV | 1,123 | $298.0K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,127 | $299.0K | 0.16% | +1,127 | New |
| Kingswood Wealth Advisors, LLC | 1,129 | $299.5K | 0.01% | −163−12.6% | Reduced |
| Moody Aldrich Partners LLC | 1,136 | $301.4K | 0.05% | +279+32.6% | Added |
| Everence Capital Management Inc | 1,140 | $302.0K | 0.02% | +1,140 | New |
| GHP Investment Advisors, Inc. | 1,144 | $303.5K | 0.01% | +1+0.1% | Added |
| Maridea Wealth Management LLC | 1,148 | $304.5K | 0.04% | −926−44.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,159 | $307.7K | 0.00% | +326+39.1% | Added |
| Sanctuary Advisors, LLC | 1,160 | $307.8K | 0.00% | +50+4.5% | Added |
| Warren Averett Asset Management, LLC | 1,173 | $311.2K | 0.00% | +1,173 | New |
| Fred Alger Management, LLC | 1,198 | $317.9K | 0.00% | −102−7.8% | Reduced |
| La Banque Postale Asset Management SA | 1,208 | $320.5K | 0.00% | −81−6.3% | Reduced |
| CIBC Asset Management Inc | 1,233 | $327.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,242 | $329.5K | 0.01% | −978−44.1% | Reduced |
| State of Wyoming | 1,265 | $335.6K | 0.04% | +80+6.8% | Added |
| US Asset Management LLC | 1,266 | $335.9K | 0.29% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,268 | $336.4K | 0.10% | +1,268 | New |
| Shelton Capital Management | 1,270 | $337.0K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,286 | $341.2K | 0.14% | +1,286 | New |
| Y.D. More Investments Ltd | 1,287 | $341.5K | 0.01% | +1,287 | New |
| Fox Hill Wealth Management | 1,292 | $342.9K | 0.16% | +4+0.3% | Added |
| OneAscent Investment Solutions LLC | 1,367 | $362.7K | 0.36% | −18−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,368 | $363.0K | 0.00% | +1,368 | New |
| R Squared Ltd | 1,390 | $368.8K | 0.20% | +1,390 | New |
| Balboa Wealth Partners | 1,399 | $371.2K | 0.06% | +522+59.5% | Added |
| Oppenheimer & Co Inc | 1,400 | $371.4K | 0.00% | −683−32.8% | Reduced |
| Sendero Wealth Management, LLC | 1,424 | $377.8K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,439 | $381.8K | 0.02% | +1,439 | New |
| Qsemble Capital Management, LP | 1,451 | $385.0K | 0.03% | +125+9.4% | Added |
| Ashton Thomas Private Wealth, LLC | 1,457 | $386.6K | 0.01% | +523+56.0% | Added |
| Susquehanna International Group, LLP | 1,467 | $389.2K | 0.00% | +329+28.9% | Added |