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 572 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$13,080
0.0% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
42
shares
|
$10,987
0.0% of portfolio
|
Q2 2025
Reduced 88.95%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
41
shares
|
$10,726
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$10,202
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
39
shares
|
$10,202
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
36
shares
|
$9,417
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
33
shares
|
$8,633
0.01% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
32
shares
|
$8,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$8,109
0.0% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
31
shares
|
$8,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
28
shares
|
$7,325
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$7,063
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
25
shares
|
$6,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
22
shares
|
$5,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
19
shares
|
$4,970
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$4,185
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,924
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
14
shares
|
$3,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
13
shares
|
$3,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13
shares
|
$3,400
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
12
shares
|
$3,139
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
11
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
11
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
Reduced 91.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
Reduced 89.25%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|