Institutional Ownership Applied Industrial Technologies Inc (AIT)
This table provides information about the institutional ownership of Applied Industrial Technologies Inc (AIT). We have compiled data on the 593 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$12,448
0.0% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
45
shares
|
$11,203
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
41
shares
|
$10,207
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$9,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
39
shares
|
$9,709
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
36
shares
|
$8,962
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
32
shares
|
$7,966
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
27
shares
|
$6,721
0.0% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$6,721
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
25
shares
|
$6,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$5,975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
24
shares
|
$5,975
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
23
shares
|
$5,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
19
shares
|
$4,730
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14
shares
|
$3,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
14
shares
|
$3,485
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
13
shares
|
$3,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$3,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
13
shares
|
$3,236
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
12
shares
|
$2,987
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
10
shares
|
$2,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10
shares
|
$2,489
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
10
shares
|
$2,489
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$2,489
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
9
shares
|
$2,240
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|