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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.

Institutional holdersQ1 2026: 586 institutions
Q1 2021: 241 institutionsQ2 2021: 244 institutionsQ3 2021: 254 institutionsQ4 2021: 249 institutionsQ1 2022: 269 institutionsQ2 2022: 284 institutionsQ3 2022: 295 institutionsQ4 2022: 335 institutionsQ1 2023: 350 institutionsQ2 2023: 354 institutionsQ3 2023: 381 institutionsQ4 2023: 388 institutionsQ1 2024: 422 institutionsQ2 2024: 428 institutionsQ3 2024: 451 institutionsQ4 2024: 498 institutionsQ1 2025: 511 institutionsQ2 2025: 540 institutionsQ3 2025: 555 institutionsQ4 2025: 568 institutionsQ1 2026: 586 institutionsQ2 2026: 623 institutions
Value heldQ1 2026: $9.29B
Q1 2021: $3.27BQ2 2021: $3.23BQ3 2021: $3.21BQ4 2021: $3.67BQ1 2022: $3.68BQ2 2022: $3.45BQ3 2022: $3.69BQ4 2022: $4.51BQ1 2023: $5.15BQ2 2023: $5.23BQ3 2023: $5.62BQ4 2023: $6.27BQ1 2024: $7.11BQ2 2024: $6.97BQ3 2024: $8.01BQ4 2024: $8.62BQ1 2025: $8.24BQ2 2025: $8.34BQ3 2025: $9.12BQ4 2025: $9.02BQ1 2026: $9.29BQ2 2026: $11.9B
Institutions holding AIT and their total value by quarter
QuarterHoldersValue
Q2 2026623$11.9B
Q1 2026586$9.29B
Q4 2025568$9.02B
Q3 2025555$9.12B
Q2 2025540$8.34B
Q1 2025511$8.24B
Q4 2024498$8.62B
Q3 2024451$8.01B
Q2 2024428$6.97B
Q1 2024422$7.11B
Q4 2023388$6.27B
Q3 2023381$5.62B
Q2 2023354$5.23B
Q1 2023350$5.15B
Q4 2022335$4.51B
Q3 2022295$3.69B
Q2 2022284$3.45B
Q1 2022269$3.68B
Q4 2021249$3.67B
Q3 2021254$3.21B
Q2 2021244$3.23B
Q1 2021241$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.

Institutions holding AIT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington-Altus USA Inc.95$32.1K0.02%+16+20.3%Added
NBC Securities, Inc.120$31.8K0.00%00.0%Unchanged
Key Financial Inc115$30.5K0.01%00.0%Unchanged
Vega Investment Solutions112$29.7K0.01%00.0%Unchanged
Covestor Ltd108$29.0K0.02%−4−3.6%Reduced
TD Capital Management LLC103$27.2K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC96$25.5K0.01%+96New
Newbridge Financial Services Group, Inc.90$23.9K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC90$23.9K0.01%+90New
Miller Capital Partners, Inc.83$22.0K0.01%00.0%Unchanged
Signaturefd, LLC81$21.5K0.00%+41+102.5%Added
True Wealth Design, LLC80$21.2K0.01%+75+1,500.0%Added
Kilter Group LLC67$17.8K0.01%+63+1,575.0%Added
Basecamp Wealth Advisors LLC64$17.0K0.00%+30+88.2%Added
Bell Investment Advisors, Inc63$16.7K0.00%00.0%Unchanged
SJS Investment Consulting Inc.57$15.1K0.00%+37+185.0%Added
Quent Capital, LLC57$15.1K0.00%+9+18.8%Added
Synergy Investment Management, LLC45$12.1K0.00%+45New
Transamerica Financial Advisors, Inc.42$11.2K0.00%00.0%Unchanged
Activest Wealth Management41$10.9K0.00%+12+41.4%Added
Danske Bank A/S40$10.6K0.00%−260−86.7%Reduced
JFS Wealth Advisors, LLC40$10.6K0.00%+1+2.6%Added
Twin Peaks Wealth Advisors, LLC38$10.1K0.00%+38New
Private Wealth Management Group, LLC36$9.55K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$8.76K0.00%00.0%Unchanged
CVA Family Office, LLC29$7.69K0.00%+29New
Golden State Equity Partners28$7.43K0.00%+28New
Whittier Trust Co of Nevada Inc27$7.28K0.00%+15+125.0%Added
Retirement Wealth Solutions LLC27$7.16K0.00%+4+17.4%Added
JPL Wealth Management, LLC27$7.16K0.00%+27New
Owl Creek Wealth Partners LLC26$6.90K0.00%+26New
High Note Wealth, LLC24$6.37K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC24$6.37K0.01%+24New
Dogwood Wealth Management LLC24$6.37K0.00%+24New
LRI Investments, LLC23$6.10K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$6.10K0.00%+14+155.6%Added
Capital Analysts, LLC24$6.00K0.00%00.0%Unchanged
IMA Wealth, Inc.20$5.31K0.00%−2−9.1%Reduced
CoreCap Advisors, LLC20$5.31K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd19$5.04K0.00%+19New
Highline Wealth Partners LLC19$5.04K0.00%+19New
Bogart Wealth, LLC17$4.51K0.00%+7+70.0%Added
Sunbelt Securities, Inc.16$4.25K0.00%+3+23.1%Added
Abound Wealth Management15$4.03K0.00%−15−50.0%Reduced
Altshuler Shaham Ltd15$3.98K0.00%−1−6.3%Reduced
Brown Brothers Harriman & Co15$3.98K0.00%00.0%Unchanged
Signature Equity Partners, LLC15$3.90K0.00%−34−69.4%Reduced
Sapience Investments, LLC14$3.71K0.48%−1,962−99.3%Reduced
Sachetta, LLC13$3.45K0.00%+13New
Richardson Capital Management LLC13$3.45K0.00%+13New
Rossby Financial, LCC12$3.23K0.00%+6+100.0%Added
UMA Financial Services, Inc.12$3.18K0.00%+9+300.0%Added
MidFirst Bank12$3.18K0.00%−1,113−98.9%Reduced
Rialto Wealth Management, LLC11$2.92K0.00%+1+10.0%Added
N.E.W. Advisory Services LLC9$2.39K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.9$2.39K0.00%00.0%Unchanged
Montag A & Associates Inc8$2.23K0.00%+1+14.3%Added
Westfuller Advisors, LLC8$2.21K0.00%−2−20.0%Reduced
Cromwell Holdings LLC8$2.12K0.00%00.0%Unchanged
Aventura Private Wealth, LLC8$2.12K0.00%00.0%Unchanged
Harbour Investments, Inc.8$2.12K0.00%+7+700.0%Added
Salomon & Ludwin, LLC7$1.87K0.00%00.0%Unchanged
Wolff Wiese Magana LLC7$1.86K0.00%00.0%Unchanged
Webster Bank, N. A.7$1.86K0.00%00.0%Unchanged
Creative Financial Designs Inc6$1.59K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC6$1.59K0.00%+3+100.0%Added
Park Place Capital Corp5$1.33K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC5$1.33K0.00%00.0%Unchanged
Bare Financial Services, Inc5$1.33K0.00%+5New
Cornerstone Planning Group LLC4$1.22K0.00%+2+100.0%Added
Atlas Capital Advisors LLC4$1.06K0.00%00.0%Unchanged
Manchester Capital Management LLC3$7960.00%00.0%Unchanged
HFM Investment Advisors, LLC3$7960.00%00.0%Unchanged
Cornerstone Financial Management LLC3$7960.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$7960.00%+3New
South State Corp.2$5310.00%00.0%Unchanged
Financial Management Professionals, Inc.2$5310.00%00.0%Unchanged
Intentional Wealth Strategies, LLC2$5310.00%+2New
TFC Financial Management1$2660.00%00.0%Unchanged
Rosenberg Matthew Hamilton1$2650.00%00.0%Unchanged
SBI Securities Co., Ltd.1$2650.00%00.0%Unchanged
Curio Wealth, LLC1$2650.00%+1New
Hughes Financial Services, LLC1$2650.00%+1New
National Bank of Canada1$2570.00%−2−66.7%Reduced
Larson Financial Group LLC0$50.00%−2−100.0%Reduced
Avion Wealth2$00.00%00.0%Unchanged
Two Sigma Advisers, LP0$00.00%−186,720−100.0%Sold out
Renaissance Technologies LLC0$00.00%−71,950−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−54,832−100.0%Sold out
Interval Partners, LP0$00.00%−43,500−100.0%Sold out
NEOS Investment Management LLC0$00.00%−37,419−100.0%Sold out
Regents Gate Capital LLP0$00.00%−11,633−100.0%Sold out
SWP Investment Management LLC0$00.00%−11,311−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−9,418−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−6,935−100.0%Sold out
Brian Low Financial Group, LLC0$00.00%−5,578−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−5,275−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−5,069−100.0%Sold out
Csenge Advisory Group0$00.00%−4,629−100.0%Sold out
Jain Global LLC0$00.00%−4,538−100.0%Sold out