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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; 622 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Applied Industrial Technologies Inc as of Jun 30, 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
622
+44 vs. Q1 2026
Shares held
35.4M
+393.6K (+1.1%) vs. Q1 2026
Total value
$11.9B
+$2.67B (+28.8%) vs. Q1 2026
New holders
97
229 more added
Sold out
53
210 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 622 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: 622 institutions
Value heldQ2 2026: $11.9B
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 2026622$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, Q2 2026

Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q1 2026.

Institutions holding AIT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.2$00.00%+2New
DecisionPoint Financial, LLC1$3330.00%+1New
Rosenberg Matthew Hamilton1$3380.00%00.0%Unchanged
Motco1$3380.00%+1New
Raffa Wealth Management, LLC1$3380.00%+1New
Planning Strategies Inc.1$3380.00%+1New
TFC Financial Management1$3390.00%00.0%Unchanged
Abound Wealth Management1$3790.00%−14−93.3%Reduced
PEAK6 LLC2$5790.00%−1,039−99.8%Reduced
Financial Management Professionals, Inc.2$6760.00%00.0%Unchanged
South State Corp.2$6770.00%00.0%Unchanged
JNBA Financial Advisors2$6770.00%+2New
Navigoe, LLC3$1.00K0.00%+3New
Cornerstone Financial Management LLC3$1.01K0.00%00.0%Unchanged
Atlas Capital Advisors LLC4$1.35K0.00%00.0%Unchanged
Manchester Capital Management LLC4$1.35K0.00%+1+33.3%Added
Cornerstone Planning Group LLC4$1.37K0.00%00.0%Unchanged
Park Place Capital Corp5$1.69K0.00%00.0%Unchanged
Hughes Financial Services, LLC5$1.69K0.00%+4+400.0%Added
Stone House Investment Management, LLC5$1.69K0.00%+5New
Larson Financial Group LLC5$1.70K0.00%+5Added
Avion Wealth8$2.00K0.00%+6+300.0%Added
Creative Financial Designs Inc6$2.03K0.00%00.0%Unchanged
SBI Securities Co., Ltd.6$2.03K0.00%+5+500.0%Added
Salomon & Ludwin, LLC7$2.33K0.00%00.0%Unchanged
Wolff Wiese Magana LLC7$2.37K0.00%00.0%Unchanged
Harbour Investments, Inc.8$2.71K0.00%00.0%Unchanged
Cromwell Holdings LLC8$2.71K0.00%00.0%Unchanged
Aventura Private Wealth, LLC8$2.71K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$2.71K0.00%+2+33.3%Added
HFM Investment Advisors, LLC8$2.71K0.00%+5+166.7%Added
Westfuller Advisors, LLC8$2.82K0.00%00.0%Unchanged
CoreCap Advisors, LLC9$3.04K0.00%−11−55.0%Reduced
N.E.W. Advisory Services LLC9$3.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.9$3.04K0.00%00.0%Unchanged
Montag A & Associates Inc9$3.21K0.00%+1+12.5%Added
Creative Capital Management Investments LLC10$3.38K0.00%+10New
UMA Financial Services, Inc.11$3.72K0.00%−1−8.3%Reduced
MidFirst Bank12$4.06K0.00%00.0%Unchanged
Sachetta, LLC13$4.40K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.13$4.40K0.00%+13New
Altshuler Shaham Ltd14$4.73K0.00%−1−6.7%Reduced
Brown Brothers Harriman & Co15$5.07K0.00%00.0%Unchanged
Rossby Financial, LCC15$5.07K0.00%+3+25.0%Added
Continuum Advisory, LLC16$5.41K0.00%+16New
Rialto Wealth Management, LLC16$5.41K0.00%+5+45.5%Added
Highline Wealth Partners LLC17$5.75K0.00%−2−10.5%Reduced
Silver Grove Financial Group, Inc.17$5.75K0.00%+17New
Signature Equity Partners, LLC20$6.66K0.00%+5+33.3%Added
Bogart Wealth, LLC21$7.10K0.00%+4+23.5%Added
Fortitude Family Office, LLC22$7.44K0.00%−1−4.3%Reduced
LRI Investments, LLC22$7.44K0.00%−1−4.3%Reduced
Optiver Holding B.V.22$7.44K0.00%+22New
Manning & Napier Advisors LLC23$7.69K0.00%+23New
Capital Analysts, LLC24$8.00K0.00%00.0%Unchanged
High Note Wealth, LLC24$8.12K0.00%00.0%Unchanged
Action Point Financial Planning, LLC26$8.45K0.00%+26New
Whittier Trust Co of Nevada Inc27$8.51K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC26$8.79K0.00%00.0%Unchanged
Bare Financial Services, Inc27$9.13K0.00%+22+440.0%Added
Retirement Wealth Solutions LLC27$9.13K0.01%00.0%Unchanged
Dogwood Wealth Management LLC29$9.81K0.00%+5+20.8%Added
JPL Wealth Management, LLC29$9.81K0.00%+2+7.4%Added
IMA Wealth, Inc.31$10.5K0.00%+11+55.0%Added
Farmers & Merchants Investments Inc32$10.8K0.00%−1−3.0%Reduced
Private Wealth Management Group, LLC36$12.2K0.00%00.0%Unchanged
Danske Bank A/S40$13.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC40$13.5K0.00%00.0%Unchanged
Activest Wealth Management41$13.9K0.00%00.0%Unchanged
Synergy Investment Management, LLC45$15.4K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.46$15.7K0.00%+4+9.5%Added
IFG Advisory, LLC47$15.9K0.00%+47New
CVA Family Office, LLC49$16.6K0.00%+20+69.0%Added
Contravisory Investment Management, Inc.58$19.6K0.00%−256−81.5%Reduced
Quent Capital, LLC58$19.6K0.00%+1+1.8%Added
Bell Investment Advisors, Inc63$21.3K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC68$23.0K0.00%+4+6.3%Added
Wealth Enhancement Trust Services, Inc.71$24.0K0.00%+71New
Harbor Capital Advisors, Inc.74$25.0K0.00%+74New
Wellington-Altus USA Inc.95$25.2K0.02%00.0%Unchanged
SJS Investment Consulting Inc.75$25.4K0.00%+18+31.6%Added
Miller Capital Partners, Inc.83$28.1K0.01%00.0%Unchanged
Index Technologies Group LLC84$28.4K0.02%+84New
Nomura Asset Management Co Ltd85$28.7K0.00%−65−43.3%Reduced
Covestor Ltd88$30.0K0.02%−20−18.5%Reduced
Newbridge Financial Services Group, Inc.90$30.4K0.00%00.0%Unchanged
NBC Securities, Inc.97$32.8K0.00%−23−19.2%Reduced
Custom Index Systems, LLC99$33.5K0.01%+99New
TD Capital Management LLC103$34.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC110$37.3K0.00%+110New
Key Financial Inc115$38.9K0.01%00.0%Unchanged
Kilter Group LLC117$39.6K0.01%+50+74.6%Added
Anchor Investment Management, LLC125$42.3K0.00%00.0%Unchanged
Massmutual Trust Co FSB127$42.9K0.00%00.0%Unchanged
True Wealth Design, LLC130$44.0K0.01%+50+62.5%Added
V-Square Quantitative Management LLC133$45.0K0.00%00.0%Unchanged
Smithfield Trust Co135$45.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.150$50.7K0.00%+150New
Silvant Capital Management LLC160$54.1K0.00%+160New
Smartleaf Asset Management LLC169$56.5K0.00%00.0%Unchanged