Who owns Applied Industrial Technologies (AIT)
Which tracked institutional funds hold AIT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AIT is one-sided between 2026-Q1 and 2026-Q2: 275 added or opened and 92 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AIT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AIT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AIT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 574 tracked filers holding AIT, 310 increased or opened the position and 290 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AIT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Zurich Insurance Group Ltd/FI$79M
- RENAISSANCE TECHNOLOGIES LLC$24M
- Fi3 FINANCIAL ADVISORS, LLC$13M
- Liberty Capital Management, Inc.$12M
- Jupiter Topco LLC$8M
- Candelo Capital Management LP$6M
Full exits 53
- GW&K Investment Management, LLC$72M
- Thrivent Financial for Lutherans$62M
- FIDUCIARY MANAGEMENT INC /WI/$55M
- Pacer Advisors, Inc.$52M
- Amundi$46M
- Handelsbanken Fonder AB$41M
Largest adds
- BlackRock, Inc.$482M
- AQR CAPITAL MANAGEMENT LLC$211M
- FULLER & THALER ASSET MANAGEMENT, INC.$153M
- VANGUARD PORTFOLIO MANAGEMENT LLC$151M
- VANGUARD CAPITAL MANAGEMENT LLC$121M
- STATE STREET CORP$94M
Largest trims
- UBS Group AG$42M
- ArrowMark Colorado Holdings LLC$25M
- Durable Capital Partners LP$24M
- PALISADE CAPITAL MANAGEMENT, LP$18M
- Fiera Capital Corp$18M
- JANE STREET GROUP, LLC$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,953,290 | $1.3B | 12.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,111,426 | $714M | 6.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,666,903 | $564M | 5.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,343,397 | $452M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 1,225,877 | $414M | 4.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,007,223 | $341M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 939,318 | $318M | 3.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 893,709 | $302M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 720,985 | $244M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 631,562 | $214M | 2.1% | 2026-Q2 |
| NORGES BANK added | 579,746 | $196M | 1.9% | 2026-Q2 |
| FMR LLC added | 574,402 | $194M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 519,066 | $176M | 1.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 503,070 | $170M | 1.6% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 491,374 | $168M | 1.6% | 2026-Q2 |
| Capital Research Global Investors trimmed | 462,155 | $156M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 458,994 | $155M | 1.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 456,236 | $154M | 1.5% | 2026-Q2 |
| Invesco Ltd. added | 442,909 | $150M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 430,495 | $144M | 1.4% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 427,345 | $145M | 1.4% | 2026-Q2 |
| Capital World Investors added | 406,126 | $137M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 363,562 | $123M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 360,287 | $122M | 1.2% | 2026-Q2 |
| Capital International Investors added | 319,903 | $108M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 309,022 | $104M | 1.0% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 285,691 | $97M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 281,663 | $95M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 278,290 | $94M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 277,013 | $94M | 0.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 272,817 | $92M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 245,433 | $65M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 233,889 | $79M | 0.8% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI trimmed | 233,609 | $79M | 0.8% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 223,025 | $75M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 211,835 | $70M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 209,813 | $71M | 0.7% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 209,412 | $71M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 203,665 | $69M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 197,123 | $67M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 194,872 | $66M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 187,858 | $64M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 165,832 | $56M | 0.5% | 2026-Q2 |
| Durable Capital Partners LP trimmed | 162,070 | $55M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 157,853 | $53M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 155,895 | $53M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 152,887 | $52M | 0.5% | 2026-Q2 |
| Robeco Schweiz AG trimmed | 150,522 | $51M | 0.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 148,046 | $50M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 146,501 | $50M | 0.5% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 143,966 | $49M | 0.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 141,542 | $48M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 139,564 | $47M | 0.5% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 139,153 | $47M | 0.5% | 2026-Q2 |
| EULAV Asset Management added | 134,740 | $46M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 130,450 | $44M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 128,763 | $44M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 113,058 | $38M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 111,546 | $38M | 0.4% | 2026-Q2 |
| Driehaus Capital Management LLC added | 106,981 | $36M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 105,068 | $36M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 104,826 | $35M | 0.3% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 99,840 | $33M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 99,525 | $34M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 98,854 | $33M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 98,550 | $33M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 93,846 | $32M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 91,391 | $31M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 91,367 | $31M | 0.3% | 2026-Q2 |
| DF DENT & CO INC added | 90,968 | $31M | 0.3% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 89,714 | $30M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 87,796 | $30M | 0.3% | 2026-Q2 |
| OP Asset Management Ltd added | 87,703 | $30M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,606 | $29M | 0.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 82,717 | $28M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 81,731 | $28M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 79,980 | $27M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 78,852 | $27M | 0.3% | 2026-Q2 |
| STRS OHIO added | 78,775 | $27M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 77,645 | $26M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 74,840 | $25M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 74,801 | $25M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 72,110 | $24M | 0.2% | 2026-Q2 |
| SG Capital Management LLC trimmed | 70,718 | $24M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 70,075 | $24M | 0.2% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 68,844 | $23M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 62,440 | $21M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 61,398 | $21M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 59,527 | $20M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 57,793 | $20M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 56,933 | $19M | 0.2% | 2026-Q2 |
| Tema ETFs LLC added | 53,040 | $18M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 49,526 | $17M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 49,478 | $17M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 49,117 | $17M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 47,980 | $16M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 46,995 | $16M | 0.2% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 46,990 | $16M | 0.2% | 2026-Q2 |
| Creative Planning added | 45,904 | $16M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 45,155 | $15M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.