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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 622 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,347 | $455.5K | 0.01% | +60+4.7% | Added |
| Lido Advisors, LLC | 1,316 | $445.0K | 0.00% | +1,316 | New |
| Blair William & Co | 1,315 | $444.7K | 0.00% | +1,315 | New |
| NorthCrest Asset Manangement, LLC | 1,373 | $442.8K | 0.01% | +1,373 | New |
| Marex Group plc | 1,305 | $441.3K | 0.00% | +1,305 | New |
| Fox Hill Wealth Management | 1,295 | $437.8K | 0.18% | +3+0.2% | Added |
| Atomi Financial Group, Inc. | 1,271 | $429.8K | 0.01% | +161+14.5% | Added |
| Transcend Wealth Collective, LLC | 1,251 | $423.0K | 0.03% | +323+34.8% | Added |
| Intrust Bank NA | 1,247 | $421.7K | 0.03% | +185+17.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,242 | $420.0K | 0.00% | +590+90.5% | Added |
| Walleye Capital LLC | 1,228 | $415.2K | 0.00% | −1,147−48.3% | Reduced |
| Verus Capital Partners, LLC | 1,221 | $412.9K | 0.02% | +140+13.0% | Added |
| Balboa Wealth Partners | 1,219 | $412.2K | 0.06% | −180−12.9% | Reduced |
| Shelton Capital Management | 1,218 | $411.9K | 0.01% | −52−4.1% | Reduced |
| Nykredit A/S | 1,212 | $409.8K | 0.00% | +1,212 | New |
| IFP Advisors, Inc | 1,200 | $405.8K | 0.01% | +467+63.7% | Added |
| Exchange Traded Concepts, LLC | 1,187 | $401.4K | 0.00% | +171+16.8% | Added |
| GHP Investment Advisors, Inc. | 1,159 | $391.9K | 0.01% | +15+1.3% | Added |
| Boothbay Fund Management, LLC | 1,158 | $391.6K | 0.01% | +1,158 | New |
| Kestra Advisory Services, LLC | 1,153 | $390.0K | 0.00% | +51+4.6% | Added |
| CIBC Asset Management Inc | 1,153 | $389.9K | 0.00% | −80−6.5% | Reduced |
| Everence Capital Management Inc | 1,140 | $385.0K | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,133 | $383.1K | 0.07% | −3−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,131 | $382.4K | 0.02% | +2+0.2% | Added |
| KBC Group NV | 1,123 | $380.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,120 | $378.7K | 0.01% | +88+8.5% | Added |
| Sentinus, LLC | 1,119 | $378.4K | 0.03% | +224+25.0% | Added |
| Mirabella Financial Services LLP | 1,112 | $376.0K | 0.04% | +1,112 | New |
| Sterling Capital Management LLC | 1,106 | $374.0K | 0.01% | −136−11.0% | Reduced |
| North Dakota State Investment Board | 1,102 | $372.6K | 0.02% | +7+0.6% | Added |
| Central Trust Co | 1,100 | $372.0K | 0.01% | −2−0.2% | Reduced |
| OneAscent Investment Solutions LLC | 1,099 | $371.6K | 0.35% | −268−19.6% | Reduced |
| La Banque Postale Asset Management SA | 1,097 | $371.0K | 0.00% | −111−9.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,068 | $361.1K | 0.01% | +1,068 | New |
| Moneta Group Investment Advisors LLC | 1,066 | $360.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,038 | $351.0K | 0.01% | +1,038 | New |
| Baker Avenue Asset Management, LP | 1,025 | $346.6K | 0.01% | +142+16.1% | Added |
| Aigen Investment Management, LP | 1,022 | $345.6K | 0.09% | +1,022 | New |
| Strategic Wealth Partners, Ltd. | 1,021 | $345.4K | 0.02% | −497−32.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,020 | $344.9K | 0.01% | −74−6.8% | Reduced |
| Fairvoy Private Wealth, LLC | 1,000 | $338.1K | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 973 | $329.1K | 0.00% | −49−4.8% | Reduced |
| Argent Trust Co | 966 | $326.7K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 966 | $326.7K | 0.01% | +966 | New |
| CX Institutional | 959 | $324.0K | 0.01% | −60−5.9% | Reduced |
| Abel Hall, LLC | 958 | $323.9K | 0.06% | +2+0.2% | Added |
| Brand Asset Management Group, Inc. | 958 | $323.9K | 0.07% | +958 | New |
| Mission Wealth Management, LP | 953 | $322.3K | 0.00% | +953 | New |
| Trust Point Inc. | 931 | $314.8K | 0.03% | −84−8.3% | Reduced |
| Retirement Planning Group | 931 | $314.8K | 0.01% | −1−0.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 914 | $309.1K | 0.02% | +914 | New |
| Beacon Capital Management, LLC | 911 | $308.1K | 0.05% | +1+0.1% | Added |
| Retirement Guys Formula LLC | 911 | $307.9K | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 905 | $306.0K | 0.01% | +74+8.9% | Added |
| Storgate, LLC | 879 | $297.2K | 0.06% | +879 | New |
| HBK Sorce Advisory LLC | 818 | $293.0K | 0.01% | +5+0.6% | Added |
| D'Orazio & Associates, Inc. | 865 | $292.5K | 0.03% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 853 | $288.6K | 0.21% | +853 | New |
| Meiji Yasuda Asset Management Co Ltd. | 850 | $287.4K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 831 | $281.0K | 0.00% | −239−22.3% | Reduced |
| Riversedge Advisors, LLC | 831 | $281.0K | 0.04% | +831 | New |
| Advyzon Investment Management, LLC | 830 | $280.8K | 0.02% | +830 | New |
| Frec Markets, Inc. | 822 | $278.0K | 0.02% | +822 | New |
| Kovack Advisors, Inc. | 822 | $277.2K | 0.01% | +822 | New |
| Capstone Wealth Management, LLC | 816 | $275.9K | 0.13% | +816 | New |
| Soltis Investment Advisors LLC | 814 | $275.3K | 0.02% | +814 | New |
| Jain Global LLC | 813 | $274.9K | 0.00% | +813 | New |
| AlphaGrep UK Ltd | 811 | $274.2K | 0.08% | −41−4.8% | Reduced |
| Wellington Shields Capital Management, LLC | 800 | $270.5K | 0.03% | +800 | New |
| Kohmann Bosshard Financial Services, LLC | 795 | $268.8K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 784 | $265.1K | 0.01% | +784 | New |
| Profund Advisors LLC | 772 | $261.1K | 0.01% | −47−5.7% | Reduced |
| Atria Investments LLC | 752 | $254.4K | 0.00% | −1,097−59.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 750 | $253.6K | 0.01% | +750 | New |
| Syntegra Private Wealth Group, LLC | 750 | $253.6K | 0.02% | +750 | New |
| Wiley Bros.-Aintree Capital, LLC | 739 | $249.9K | 0.00% | −16−2.1% | Reduced |
| Spire Wealth Management | 733 | $247.9K | 0.01% | −68−8.5% | Reduced |
| Wealthquest Corp | 730 | $246.8K | 0.02% | +730 | New |
| Ibex Wealth Advisors | 725 | $245.1K | 0.02% | +725 | New |
| Finivi Inc. | 715 | $241.8K | 0.12% | −84−10.5% | Reduced |
| Laird Norton Trust Company, LLC | 715 | $241.8K | 0.00% | +715 | New |
| Baron Wealth Management LLC | 711 | $240.5K | 0.06% | +711 | New |
| Fred Alger Management, LLC | 711 | $240.4K | 0.00% | −487−40.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 710 | $240.1K | 0.06% | +710 | New |
| QTR Family Wealth, LLC | 708 | $239.4K | 0.08% | +708 | New |
| Ellevest, Inc. | 706 | $238.7K | 0.03% | +706 | New |
| MBL Wealth, LLC | 694 | $234.7K | 0.02% | +694 | New |
| Caerus Investment Advisors, LLC | 686 | $232.0K | 0.08% | +686 | New |
| OneAscent Wealth Management LLC | 676 | $228.6K | 0.07% | +676 | New |
| Claret Asset Management Corp | 675 | $228.0K | 0.02% | −273−28.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 651 | $220.1K | 0.01% | +651 | New |
| Monument Capital Management | 649 | $219.5K | 0.04% | +649 | New |
| Independent Financial Group, LLC | 639 | $216.1K | 0.00% | −115−15.3% | Reduced |
| Whalen Wealth Management Inc. | 633 | $214.0K | 0.10% | +633 | New |
| OneAscent Family Office, LLC | 631 | $213.4K | 0.11% | +631 | New |
| Hudock, Inc. | 625 | $211.6K | 0.03% | +625 | New |
| Indivisible Partners | 610 | $206.4K | 0.01% | −182−23.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 617 | $206.4K | 0.00% | +28+4.8% | Added |
| Prosperity Consulting Group, LLC | 600 | $202.9K | 0.01% | +600 | New |
| Mainsail Asset Management, LLC | 596 | $200.5K | 0.08% | +596 | New |