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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 3,470 | $920.7K | 0.01% | −254−6.8% | Reduced |
| Perbak Capital Partners LLP | 3,435 | $911.4K | 0.22% | +1,739+102.5% | Added |
| Sequoia Financial Advisors, LLC | 3,391 | $899.7K | 0.01% | +215+6.8% | Added |
| Robeco Institutional Asset Management B.V. | 3,365 | $892.8K | 0.00% | −224−6.2% | Reduced |
| Kanawha Capital Management LLC | 3,365 | $892.8K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,288 | $872.4K | 0.01% | +1,290+64.6% | Added |
| Advisor Group Holdings, Inc. | 3,266 | $866.7K | 0.00% | +463+16.5% | Added |
| Evolve Private Wealth, LLC | 3,258 | $864.5K | 0.05% | +409+14.4% | Added |
| WBI Investments | 3,247 | $861.5K | 0.24% | −5,203−61.6% | Reduced |
| Millington Securities, LLC | 3,247 | $861.5K | 0.24% | +3,247 | New |
| AIA Group Ltd | 3,207 | $850.9K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,156 | $837.4K | 0.41% | +3,156 | New |
| CWM Advisors, LLC | 3,027 | $803.1K | 0.05% | +1,754+137.8% | Added |
| Marshall Wace, LLP | 3,014 | $799.7K | 0.00% | +3,014 | New |
| Mackenzie Financial Corp | 2,964 | $786.4K | 0.00% | +39+1.3% | Added |
| Sivia Capital Partners, LLC | 2,925 | $776.1K | 0.15% | +2,925 | New |
| SG Americas Securities, LLC | 2,840 | $754.0K | 0.00% | −58,054−95.3% | Reduced |
| Diversified Management Inc | 2,835 | $752.2K | 0.13% | +2,835 | New |
| James Investment Research Inc | 2,831 | $751.1K | 0.08% | +1,022+56.5% | Added |
| Securian Asset Management, Inc | 2,779 | $737.3K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,751 | $729.8K | 0.02% | +614+28.7% | Added |
| Gsa Capital Partners LLP | 2,727 | $724.0K | 0.05% | −4,234−60.8% | Reduced |
| Alamea Verwaltungs GmbH | 2,710 | $719.0K | 0.53% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,697 | $715.6K | 0.00% | −6,120−69.4% | Reduced |
| M&T Bank Corp | 2,663 | $706.5K | 0.00% | −121−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,683 | $704.0K | 0.00% | 00.0% | Unchanged |
| Base Wealth Management LLC | 2,617 | $694.3K | 0.39% | −95−3.5% | Reduced |
| CI Private Wealth, LLC | 2,608 | $691.9K | 0.00% | −477−15.5% | Reduced |
| Advisory Services Network, LLC | 2,537 | $673.1K | 0.01% | +589+30.2% | Added |
| Coldstream Capital Management Inc | 2,464 | $653.8K | 0.01% | +36+1.5% | Added |
| Delta Capital Management LLC | 2,455 | $651.0K | 0.36% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,426 | $643.7K | 0.01% | +103+4.4% | Added |
| GDS Wealth Management | 2,416 | $641.0K | 0.04% | +2,416 | New |
| Walleye Capital LLC | 2,375 | $630.1K | 0.00% | +2,375 | New |
| Sovran Advisors, LLC | 2,057 | $628.9K | 0.05% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 2,350 | $623.5K | 0.17% | +2,350 | New |
| Brighton Jones LLC | 2,343 | $621.7K | 0.01% | +2,343 | New |
| Navellier & Associates Inc | 2,338 | $620.3K | 0.06% | −60−2.5% | Reduced |
| Fca Corp | 2,298 | $609.7K | 0.17% | −9−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 2,295 | $608.9K | 0.00% | +540+30.8% | Added |
| Merit Financial Group, LLC | 2,253 | $597.8K | 0.00% | +814+56.6% | Added |
| XTX Topco Ltd | 2,243 | $595.1K | 0.01% | −9,435−80.8% | Reduced |
| Dakota Wealth Management | 2,237 | $593.5K | 0.01% | −114−4.8% | Reduced |
| Machina Capital S.A.S. | 2,233 | $592.5K | 0.12% | +396+21.6% | Added |
| Empowered Funds, LLC | 2,201 | $584.0K | 0.00% | +806+57.8% | Added |
| Buckingham Strategic Partners | 2,140 | $567.7K | 0.01% | +2,140 | New |
| Private Advisor Group, LLC | 2,129 | $564.9K | 0.00% | +6+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,125 | $563.8K | 0.14% | −10−0.5% | Reduced |
| Vestcor Inc | 2,093 | $555.0K | 0.02% | −3,306−61.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,080 | $551.9K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,062 | $547.1K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,023 | $536.7K | 0.00% | +861+74.1% | Added |
| nVerses Capital, LLC | 2,008 | $532.8K | 0.48% | +2,008 | New |
| Bank of Stockton | 2,000 | $530.6K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,000 | $530.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,985 | $527.0K | 0.02% | −96−4.6% | Reduced |
| F/M Investments LLC | 1,968 | $521.9K | 0.03% | −40,756−95.4% | Reduced |
| Utah Retirement Systems | 1,967 | $521.9K | 0.01% | −47−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,793 | $519.7K | 0.01% | +1,793 | New |
| MQS Management LLC | 1,946 | $516.3K | 0.35% | +1,946 | New |
| Cim Investment Mangement Inc | 1,885 | $500.1K | 0.13% | +9+0.5% | Added |
| Fieldview Capital Management, LLC | 1,867 | $495.4K | 0.14% | −543−22.5% | Reduced |
| Maryland State Retirement & Pension System | 1,852 | $491.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,851 | $491.2K | 0.00% | +1,088+142.6% | Added |
| Atria Investments LLC | 1,849 | $490.4K | 0.01% | −260−12.3% | Reduced |
| DnB Asset Management AS | 1,802 | $478.1K | 0.00% | +1,802 | New |
| Dundas Partners LLP | 1,784 | $473.3K | 0.04% | −326−15.5% | Reduced |
| Granite Investment Partners, LLC | 1,768 | $469.1K | 0.03% | +199+12.7% | Added |
| Vident Advisory, LLC | 1,761 | $467.2K | 0.00% | +570+47.9% | Added |
| Skopos Labs, Inc. | 1,755 | $465.6K | 0.01% | +975+125.0% | Added |
| Cresset Asset Management, LLC | 1,727 | $458.3K | 0.00% | +185+12.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,727 | $458.2K | 0.19% | −246−12.5% | Reduced |
| Childress Capital Advisors, LLC | 1,719 | $456.1K | 0.08% | −81−4.5% | Reduced |
| Farther Finance Advisors, LLC | 1,670 | $449.8K | 0.00% | −487−22.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,687 | $447.6K | 0.01% | −400−19.2% | Reduced |
| Snowden Capital Advisors LLC | 1,681 | $446.0K | 0.01% | +120+7.7% | Added |
| GAMMA Investing LLC | 1,677 | $444.9K | 0.02% | +92+5.8% | Added |
| Axq Capital, LP | 1,637 | $434.3K | 0.06% | −2,319−58.6% | Reduced |
| Burney Co | 1,620 | $429.8K | 0.01% | +1,620 | New |
| Farringdon Capital, Ltd. | 1,568 | $416.0K | 0.09% | +1,568 | New |
| Summit Trail Advisors, LLC | 1,556 | $412.8K | 0.01% | −1,439−48.0% | Reduced |
| Gateway Investment Advisers LLC | 1,535 | $407.3K | 0.00% | +1,535 | New |
| Fiduciary Trust Co | 1,523 | $404.1K | 0.00% | +152+11.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,518 | $402.7K | 0.03% | −46,909−96.9% | Reduced |
| Resources Investment Advisors, LLC. | 1,502 | $398.4K | 0.00% | +66+4.6% | Added |
| United Capital Financial Advisers, LLC | 1,490 | $395.3K | 0.00% | +659+79.3% | Added |
| Susquehanna International Group, LLP | 1,467 | $389.2K | 0.00% | +329+28.9% | Added |
| Ashton Thomas Private Wealth, LLC | 1,457 | $386.6K | 0.01% | +523+56.0% | Added |
| Qsemble Capital Management, LP | 1,451 | $385.0K | 0.03% | +125+9.4% | Added |
| Waddell & Associates, LLC | 1,439 | $381.8K | 0.02% | +1,439 | New |
| Sendero Wealth Management, LLC | 1,424 | $377.8K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,400 | $371.4K | 0.00% | −683−32.8% | Reduced |
| Balboa Wealth Partners | 1,399 | $371.2K | 0.06% | +522+59.5% | Added |
| R Squared Ltd | 1,390 | $368.8K | 0.20% | +1,390 | New |
| Capstone Investment Advisors, LLC | 1,368 | $363.0K | 0.00% | +1,368 | New |
| OneAscent Investment Solutions LLC | 1,367 | $362.7K | 0.36% | −18−1.3% | Reduced |
| Fox Hill Wealth Management | 1,292 | $342.9K | 0.16% | +4+0.3% | Added |
| Y.D. More Investments Ltd | 1,287 | $341.5K | 0.01% | +1,287 | New |
| Oxford Asset Management LLP | 1,286 | $341.2K | 0.14% | +1,286 | New |
| Shelton Capital Management | 1,270 | $337.0K | 0.01% | 00.0% | Unchanged |