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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,223,620 | $855M | 9.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,122,438 | $563M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,669,795 | $443M | 4.8% | 2026-Q1 |
| STATE STREET CORP added | 1,207,223 | $320M | 3.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 978,840 | $260M | 2.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 917,930 | $240M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 900,628 | $239M | 2.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 754,560 | $200M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 721,249 | $191M | 2.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 602,767 | $160M | 1.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 562,675 | $149M | 1.6% | 2026-Q1 |
| UBS Group AG added | 512,520 | $136M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 517,910 | $134M | 1.4% | 2026-Q1 |
| Capital Research Global Investors added | 492,806 | $131M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 490,153 | $130M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 470,386 | $125M | 1.3% | 2026-Q1 |
| FMR LLC trimmed | 465,336 | $123M | 1.3% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 439,436 | $117M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 456,985 | $103M | 1.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 379,767 | $101M | 1.1% | 2026-Q1 |
| Capital World Investors added | 373,784 | $99M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 356,779 | $95M | 1.0% | 2026-Q1 |
| Capital International Investors trimmed | 316,912 | $84M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 311,379 | $83M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 301,772 | $80M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 301,289 | $80M | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 299,596 | $79M | 0.9% | 2026-Q1 |
| Durable Capital Partners LP new | 296,601 | $79M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 290,328 | $77M | 0.8% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 289,201 | $77M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 285,580 | $76M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 276,724 | $73M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 273,140 | $72M | 0.8% | 2026-Q1 |
| GW&K Investment Management, LLC added | 271,489 | $72M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 259,786 | $70M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 265,972 | $68M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 250,269 | $66M | 0.7% | 2026-Q1 |
| Fiera Capital Corp added | 247,606 | $66M | 0.7% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 234,987 | $62M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 234,982 | $62M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 231,074 | $61M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 221,431 | $59M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 212,192 | $56M | 0.6% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 205,928 | $55M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 202,113 | $54M | 0.6% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 185,074 | $49M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 179,965 | $48M | 0.5% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 177,010 | $47M | 0.5% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 176,162 | $47M | 0.5% | 2026-Q1 |
| Amundi added | 174,907 | $46M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 164,042 | $44M | 0.5% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 155,923 | $41M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 155,272 | $41M | 0.4% | 2026-Q1 |
| Robeco Schweiz AG added | 155,022 | $41M | 0.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 155,958 | $41M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 150,308 | $40M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 148,141 | $39M | 0.4% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 147,906 | $39M | 0.4% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 144,286 | $38M | 0.4% | 2026-Q1 |
| GRACE & WHITE INC /NY trimmed | 141,153 | $37M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 140,052 | $37M | 0.4% | 2026-Q1 |
| EULAV Asset Management added | 132,740 | $35M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 131,816 | $35M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 130,121 | $34M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 127,824 | $34M | 0.4% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 129,102 | $33M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 122,063 | $32M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 121,246 | $32M | 0.3% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 121,287 | $32M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 119,306 | $32M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 118,275 | $31M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 111,625 | $30M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 111,181 | $29M | 0.3% | 2026-Q1 |
| SG Capital Management LLC added | 111,028 | $29M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 102,972 | $27M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 99,291 | $26M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 96,267 | $26M | 0.3% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 95,822 | $25M | 0.3% | 2026-Q1 |
| VALUE HOLDINGS MANAGEMENT CO. LLC | 92,698 | $25M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 91,561 | $24M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 91,053 | $24M | 0.3% | 2026-Q1 |
| DF DENT & CO INC trimmed | 90,256 | $24M | 0.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 86,263 | $23M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 85,148 | $23M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 83,483 | $22M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 82,985 | $22M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 78,351 | $21M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 79,022 | $21M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 75,477 | $20M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 74,641 | $20M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 74,600 | $20M | 0.2% | 2026-Q1 |
| NATIXIS added | 72,841 | $19M | 0.2% | 2026-Q1 |
| OP Asset Management Ltd added | 62,945 | $19M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 71,302 | $19M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,019,556 | $1.0B | 11.1% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI trimmed | 313,316 | $71M | 0.8% | 2025-Q1 stale |
| MACQUARIE GROUP LTD trimmed | 233,272 | $61M | 0.7% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 186,720 | $48M | 0.5% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 75,881 | $20M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 71,950 | $18M | 0.2% | 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.
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.