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Institutional Ownership · SEC Form 13F

Who owns Applied Industrial Technologies, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

580
Institutional holders
35M
Shares held (tracked funds)
91.7%
Of shares outstanding

How the tape is positioned

164 tracked funds added or opened AIT while 114 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 580 tracked filers holding AIT, 306 increased or opened the position and 254 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 34

  • VANGUARD PORTFOLIO MANAGEMENT LLC$563M
  • VANGUARD CAPITAL MANAGEMENT LLC$443M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$79M
  • Durable Capital Partners LP$79M
  • VANGUARD FIDUCIARY TRUST CO$61M
  • SG Capital Management LLC$29M

Full exits 27

  • VANGUARD GROUP INC$1.0B
  • TWO SIGMA ADVISERS, LP$48M
  • RENAISSANCE TECHNOLOGIES LLC$18M
  • Distillate Capital Partners LLC$14M
  • Interval Partners, LP$11M
  • NEOS Investment Management LLC$10M

Largest adds

  • AQR CAPITAL MANAGEMENT LLC$130M
  • UBS Group AG$96M
  • FIRST TRUST ADVISORS LP$73M
  • GEODE CAPITAL MANAGEMENT, LLC$63M
  • TWO SIGMA INVESTMENTS, LP$56M
  • Capital Research Global Investors$48M

Largest trims

  • Capital International Investors$163M
  • BlackRock, Inc.$108M
  • M&T Bank Corp$81M
  • Invesco Ltd.$57M
  • ROYAL LONDON ASSET MANAGEMENT LTD$52M
  • CITADEL ADVISORS LLC$48M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,223,620$855M9.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,122,438$563M6.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,669,795$443M4.8%2026-Q1
STATE STREET CORP added1,207,223$320M3.4%2026-Q1
FIRST TRUST ADVISORS LP added978,840$260M2.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added917,930$240M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added900,628$239M2.6%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed754,560$200M2.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed721,249$191M2.1%2026-Q1
Alyeska Investment Group, L.P. added602,767$160M1.7%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed562,675$149M1.6%2026-Q1
UBS Group AG added512,520$136M1.5%2026-Q1
JPMORGAN CHASE & CO trimmed517,910$134M1.4%2026-Q1
Capital Research Global Investors added492,806$131M1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added490,153$130M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added470,386$125M1.3%2026-Q1
FMR LLC trimmed465,336$123M1.3%2026-Q1
Boston Trust Walden Corp trimmed439,436$117M1.3%2026-Q1
NORGES BANK trimmed456,985$103M1.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added379,767$101M1.1%2026-Q1
Capital World Investors added373,784$99M1.1%2026-Q1
MORGAN STANLEY added356,779$95M1.0%2026-Q1
Capital International Investors trimmed316,912$84M0.9%2026-Q1
Invesco Ltd. trimmed311,379$83M0.9%2026-Q1
FEDERATED HERMES, INC. added301,772$80M0.9%2026-Q1
NORTHERN TRUST CORP added301,289$80M0.9%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new299,596$79M0.9%2026-Q1
Durable Capital Partners LP new296,601$79M0.8%2026-Q1
Bank of New York Mellon Corp trimmed290,328$77M0.8%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added289,201$77M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added285,580$76M0.8%2026-Q1
Qube Research & Technologies Ltd trimmed276,724$73M0.8%2026-Q1
FRANKLIN RESOURCES INC added273,140$72M0.8%2026-Q1
GW&K Investment Management, LLC added271,489$72M0.8%2026-Q1
Allspring Global Investments Holdings, LLC added259,786$70M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed265,972$68M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed250,269$66M0.7%2026-Q1
Fiera Capital Corp added247,606$66M0.7%2026-Q1
BROWN ADVISORY INC trimmed234,987$62M0.7%2026-Q1
Thrivent Financial for Lutherans added234,982$62M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new231,074$61M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed221,431$59M0.6%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added212,192$56M0.6%2026-Q1
FIDUCIARY MANAGEMENT INC /WI/ trimmed205,928$55M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed202,113$54M0.6%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed185,074$49M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed179,965$48M0.5%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed177,010$47M0.5%2026-Q1
Artisan Partners Limited Partnership trimmed176,162$47M0.5%2026-Q1
Amundi added174,907$46M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed164,042$44M0.5%2026-Q1
Handelsbanken Fonder AB trimmed155,923$41M0.4%2026-Q1
Nuveen, LLC added155,272$41M0.4%2026-Q1
Robeco Schweiz AG added155,022$41M0.4%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed155,958$41M0.4%2026-Q1
Caisse de depot et placement du Quebec added150,308$40M0.4%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed148,141$39M0.4%2026-Q1
ArrowMark Colorado Holdings LLC added147,906$39M0.4%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD trimmed144,286$38M0.4%2026-Q1
GRACE & WHITE INC /NY trimmed141,153$37M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added140,052$37M0.4%2026-Q1
EULAV Asset Management added132,740$35M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added131,816$35M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed130,121$34M0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added127,824$34M0.4%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed129,102$33M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added122,063$32M0.3%2026-Q1
LOOMIS SAYLES & CO L P trimmed121,246$32M0.3%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC added121,287$32M0.3%2026-Q1
TimesSquare Capital Management, LLC trimmed119,306$32M0.3%2026-Q1
BESSEMER GROUP INC trimmed118,275$31M0.3%2026-Q1
SEI INVESTMENTS CO added111,625$30M0.3%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO111,181$29M0.3%2026-Q1
SG Capital Management LLC added111,028$29M0.3%2026-Q1
RHUMBLINE ADVISERS added102,972$27M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added99,291$26M0.3%2026-Q1
Tidal Investments LLC added96,267$26M0.3%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed95,822$25M0.3%2026-Q1
VALUE HOLDINGS MANAGEMENT CO. LLC92,698$25M0.3%2026-Q1
ProShare Advisors LLC trimmed91,561$24M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added91,053$24M0.3%2026-Q1
DF DENT & CO INC trimmed90,256$24M0.3%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed86,263$23M0.2%2026-Q1
Retirement Systems of Alabama trimmed85,148$23M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added83,483$22M0.2%2026-Q1
Curi Capital, LLC added82,985$22M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed78,351$21M0.2%2026-Q1
ALGERT GLOBAL LLC added79,022$21M0.2%2026-Q1
California Public Employees Retirement System trimmed75,477$20M0.2%2026-Q1
HRT FINANCIAL LP trimmed74,641$20M0.2%2026-Q1
Swiss National Bank added74,600$20M0.2%2026-Q1
NATIXIS added72,841$19M0.2%2026-Q1
OP Asset Management Ltd added62,945$19M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed71,302$19M0.2%2026-Q1
VANGUARD GROUP INC trimmed4,019,556$1.0B11.1%2025-Q4 stale
Zurich Insurance Group Ltd/FI trimmed313,316$71M0.8%2025-Q1 stale
MACQUARIE GROUP LTD trimmed233,272$61M0.7%2025-Q3 stale
TWO SIGMA ADVISERS, LP added186,720$48M0.5%2025-Q4 stale
Cubist Systematic Strategies, LLC added75,881$20M0.2%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC added71,950$18M0.2%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership