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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 1,268 | $336.4K | 0.10% | +1,268 | New |
| US Asset Management LLC | 1,266 | $335.9K | 0.29% | 00.0% | Unchanged |
| State of Wyoming | 1,265 | $335.6K | 0.04% | +80+6.8% | Added |
| Sterling Capital Management LLC | 1,242 | $329.5K | 0.01% | −978−44.1% | Reduced |
| CIBC Asset Management Inc | 1,233 | $327.1K | 0.00% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,208 | $320.5K | 0.00% | −81−6.3% | Reduced |
| Fred Alger Management, LLC | 1,198 | $317.9K | 0.00% | −102−7.8% | Reduced |
| Warren Averett Asset Management, LLC | 1,173 | $311.2K | 0.00% | +1,173 | New |
| Sanctuary Advisors, LLC | 1,160 | $307.8K | 0.00% | +50+4.5% | Added |
| Stratos Wealth Partners, LTD. | 1,159 | $307.7K | 0.00% | +326+39.1% | Added |
| Maridea Wealth Management LLC | 1,148 | $304.5K | 0.04% | −926−44.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,144 | $303.5K | 0.01% | +1+0.1% | Added |
| Everence Capital Management Inc | 1,140 | $302.0K | 0.02% | +1,140 | New |
| Moody Aldrich Partners LLC | 1,136 | $301.4K | 0.05% | +279+32.6% | Added |
| Kingswood Wealth Advisors, LLC | 1,129 | $299.5K | 0.01% | −163−12.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,127 | $299.0K | 0.16% | +1,127 | New |
| KBC Group NV | 1,123 | $298.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,110 | $294.5K | 0.01% | +288+35.0% | Added |
| Central Trust Co | 1,102 | $292.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,102 | $292.3K | 0.00% | −246−18.2% | Reduced |
| Citizens Financial Group Inc | 1,096 | $290.8K | 0.00% | +1,096 | New |
| North Dakota State Investment Board | 1,095 | $290.5K | 0.01% | −248−18.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,094 | $290.3K | 0.01% | +153+16.3% | Added |
| Verus Capital Partners, LLC | 1,081 | $286.8K | 0.02% | +246+29.5% | Added |
| Regions Financial Corp | 1,070 | $283.9K | 0.00% | +153+16.7% | Added |
| Apollon Wealth Management, LLC | 1,069 | $283.6K | 0.00% | +262+32.5% | Added |
| Moneta Group Investment Advisors LLC | 1,066 | $282.8K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 992 | $282.1K | 0.01% | +267+36.8% | Added |
| Intrust Bank NA | 1,062 | $281.8K | 0.02% | +64+6.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,061 | $281.5K | 0.00% | −5,331−83.4% | Reduced |
| PEAK6 LLC | 1,041 | $276.1K | 0.01% | +1,041 | New |
| Mount Yale Investment Advisors, LLC | 1,032 | $273.8K | 0.01% | +1,032 | New |
| Summit Financial, LLC | 1,022 | $271.2K | 0.00% | +18+1.8% | Added |
| CX Institutional | 1,019 | $270.0K | 0.01% | −114−10.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,016 | $269.6K | 0.00% | +89+9.6% | Added |
| Trust Point Inc. | 1,015 | $269.3K | 0.02% | +86+9.3% | Added |
| 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 |
| TD Private Client Wealth LLC | 973 | $258.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 974 | $258.0K | 0.00% | +455+87.7% | Added |
| Argent Trust Co | 966 | $256.3K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 993 | $255.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 960 | $254.7K | 0.01% | +960 | New |
| Abel Hall, LLC | 956 | $253.6K | 0.05% | −289−23.2% | Reduced |
| Claret Asset Management Corp | 948 | $252.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 813 | $251.1K | 0.01% | +4+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 941 | $249.7K | 0.01% | +941 | New |
| Retirement Planning Group | 932 | $247.2K | 0.01% | +1+0.1% | Added |
| Transcend Wealth Collective, LLC | 928 | $246.2K | 0.02% | +928 | New |
| Retirement Guys Formula LLC | 911 | $241.7K | 0.11% | +24+2.7% | Added |
| Beacon Capital Management, LLC | 910 | $241.3K | 0.04% | +2+0.2% | Added |
| Sentinus, LLC | 895 | $237.5K | 0.02% | +895 | New |
| Polymer Capital Management (US) LLC | 889 | $235.9K | 0.03% | +889 | New |
| CAPROCK Group, Inc. | 886 | $235.1K | 0.01% | +886 | New |
| Baker Avenue Asset Management, LP | 883 | $234.3K | 0.01% | +883 | New |
| Fox Run Management, L.L.C. | 904 | $233.2K | 0.04% | −271−23.1% | Reduced |
| D'Orazio & Associates, Inc. | 865 | $229.5K | 0.03% | +21+2.5% | Added |
| Allworth Financial LP | 859 | $227.9K | 0.00% | +520+153.4% | Added |
| AlphaGrep UK Ltd | 852 | $226.1K | 0.07% | −1,415−62.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 850 | $225.5K | 0.01% | −16−1.8% | Reduced |
| AlphaCore Capital LLC | 843 | $223.7K | 0.01% | +843 | New |
| Daymark Wealth Partners, LLC | 831 | $220.5K | 0.01% | +831 | New |
| Daiwa Securities Group Inc. | 820 | $217.6K | 0.00% | +820 | New |
| Profund Advisors LLC | 819 | $217.3K | 0.01% | +10+1.2% | Added |
| Spire Wealth Management | 801 | $212.5K | 0.01% | −306−27.6% | Reduced |
| Finivi Inc. | 799 | $212.0K | 0.12% | −71−8.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 795 | $210.9K | 0.02% | 00.0% | Unchanged |
| Indivisible Partners | 792 | $210.2K | 0.02% | +792 | New |
| Wiley Bros.-Aintree Capital, LLC | 755 | $200.3K | 0.00% | −297−28.2% | Reduced |
| Independent Financial Group, LLC | 754 | $200.1K | 0.00% | −33−4.2% | Reduced |
| IFP Advisors, Inc | 733 | $194.5K | 0.00% | −12−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 728 | $193.2K | 0.00% | +178+32.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 652 | $173.0K | 0.00% | +67+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 619 | $164.2K | 0.00% | −25−3.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 617 | $163.7K | 0.03% | −3,608−85.4% | Reduced |
| Umb Bank N A | 595 | $157.9K | 0.00% | +3+0.5% | Added |
| Rothschild Investment LLC | 594 | $157.6K | 0.01% | +506+575.0% | Added |
| Eurizon Capital SGR S.p.A. | 589 | $152.7K | 0.00% | +78+15.3% | Added |
| Versant Capital Management, Inc | 552 | $146.5K | 0.01% | +78+16.5% | Added |
| Essex Investment Management Co LLC | 505 | $134.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 478 | $126.8K | 0.01% | −206−30.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 438 | $116.2K | 0.00% | −20−4.4% | Reduced |
| Parallel Advisors, LLC | 434 | $115.1K | 0.00% | +162+59.6% | Added |
| Parkside Financial Bank & Trust | 430 | $114.1K | 0.01% | +13+3.1% | Added |
| Huntington National Bank | 401 | $106.4K | 0.00% | +20+5.2% | Added |
| Essential Partners LLC | 387 | $102.7K | 0.03% | −30−7.2% | Reduced |
| Walleye Trading LLC | 357 | $94.7K | 0.00% | +357 | New |
| Contravisory Investment Management, Inc. | 314 | $83.3K | 0.02% | −68−17.8% | Reduced |
| Ares Financial Consulting, LLC | 283 | $76.2K | 0.06% | +283 | New |
| First Horizon Corp | 257 | $68.2K | 0.00% | −11−4.1% | Reduced |
| Toth Financial Advisory Corp | 204 | $54.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $51.5K | 0.00% | +154+385.0% | Added |
| Los Angeles Capital Management LLC | 180 | $47.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 169 | $43.6K | 0.00% | −8−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $39.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 141 | $37.4K | 0.00% | +22+18.5% | Added |
| Smithfield Trust Co | 135 | $36.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $35.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $33.7K | 0.00% | −1−0.8% | Reduced |
| Anchor Investment Management, LLC | 125 | $33.2K | 0.00% | 00.0% | Unchanged |