Applied Industrial TechAIT

13F holders, Q3 2024 (September 30)
451holders +23
66new positions
46sold out
5famous investors
$223.20avg. 13F price*

At the end of Q3 2024, 451 institutions reported holding Applied Industrial Tech Inc. (AIT) in their 13F filings, up 23 from Q2 2024. 66 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.0B) and FMR LLC ($433.8M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Applied Industrial Tech Inc.
CUSIP
03820C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 421Q1 2024Q2 2024: 428Q2 2024Q3 2024: 451Q3 2024Q4 2024: 498Q4 2024Q1 2025: 511Q1 2025Q2 2025: 540Q2 2025Q3 2025: 555Q3 2025Q4 2025: 568Q4 2025Q1 2026: 585Q1 2026Q2 2026: 622Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions66$268.6M
Exits46$41.1M

All 13F filers, Q2 2024 → Q3 2024: 3,072,363 shares bought and 2,794,360 shares sold, net +278,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 451 holders

BlackRock, Inc. 0.02% — 4,828,516 $1.1B
Vanguard Group Inc. 0.02% Reduce -0.2% 4,607,907 $1.0B
FMR LLC 0.03% Reduce -7.4% 1,944,143 $433.8M
State Street Corp. 0.01% Add +2.4% 1,441,051 $321.5M
JPMorgan Chase & Co. 0.02% Reduce -10.7% 1,192,048 $266.0M
Invesco Ltd. 0.05% Add +35.2% 1,186,086 $264.7M
Geode Capital Management, LLC 0.02% Add +4.1% 1,040,389 $232.2M
Dimensional Fund Advisors LP 0.05% Reduce -4.9% 847,127 $189.0M
Fuller & Thaler Asset Management, Inc. 0.59% Add +0.9% 671,957 $149.9M
Macquarie Group Ltd. 0.16% Reduce -22.2% 669,071 $149.3M
Boston Trust Walden Corp 0.89% Reduce -8.7% 575,955 $128.5M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 569,317 $127.0M
Capital Research Global Investors 0.03% No change 561,259 $125.2M
Fiduciary Management Inc. 1.04% Reduce -0.1% 530,570 $118.4M
Wellington Management Group LLP 0.02% Reduce -8.1% 527,863 $117.8M
Northern Trust Corp. 0.02% Reduce -1.4% 454,040 $101.3M
Norges Bank 0.01% Reduce -6.5% 442,528 $98.7M
Alyeska Investment Group, L.P. 0.50% Add +8.9% 437,491 $97.6M
Allspring Global Investments Holdings, LLC 0.15% Reduce -7.7% 428,990 $95.7M
Brown Advisory Inc. 0.11% Add +136.8% 401,941 $89.7M
Ameriprise Financial Inc. 0.02% Reduce -1.7% 389,362 $86.9M
Zurich Insurance Group Ltd 0.71% New 377,086 $84.1M
Morgan Stanley 0.01% Add +18.1% 360,232 $80.4M
Bank of New York Mellon Corp 0.01% Reduce -15.9% 354,688 $79.1M
American Century Companies Inc. 0.04% Reduce -6.1% 322,079 $71.9M
Capital World Investors 0.01% No change 311,795 $69.6M
Nuveen Asset Management, LLC 0.02% Reduce -4.8% 301,777 $67.3M
ArrowMark Colorado Holdings LLC 0.79% Add +9.3% 277,335 $61.9M
First Trust Advisors LP 0.06% Add +673.3% 269,809 $60.2M
Palisade Capital Management, LP 1.64% Reduce -12.9% 244,635 $54.6M
Federated Hermes, Inc. 0.12% Add +3.9% 243,979 $54.4M
Loomis Sayles & Co. L P 0.07% Reduce -17.3% 243,717 $54.4M
Franklin Resources Inc. 0.02% Add +14.3% 233,655 $53.2M
Bank of America Corp. 0.00% Add +8.5% 238,264 $53.2M
Handelsbanken Fonder AB 0.20% Add +28.7% 221,823 $49.5M
Hennessy Advisors Inc. 1.48% Add +14.2% 206,500 $46.1M
Goldman Sachs Group Inc. 0.01% Reduce -56.3% 200,184 $44.7M
Nordea Investment Management AB 0.05% Reduce -0.4% 192,383 $42.8M
Millennium Management 0.04% Add +97.1% 187,982 $41.9M
Artisan Partners Limited Partnership 0.06% New 180,835 $40.3M
Royal Bank of Canada 0.01% Reduce -10.2% 171,653 $38.3M
Royce & Associates LP 0.34% Reduce -0.3% 166,148 $37.1M
Robeco Schweiz AG 0.67% Reduce -7.4% 160,160 $35.7M
Victory Capital Management Inc. 0.03% Reduce -22.6% 158,185 $35.3M
Grace & White Inc. 6.19% Reduce -1.6% 151,816 $33.9M
Bessemer Group Inc. 0.05% Add +2.1% 146,203 $32.6M
New York State Common Retirement Fund 0.04% Add +65.6% 144,621 $32.3M
Westfield Capital Management Co. LP 0.15% New 144,457 $32.2M
Principal Financial Group Inc. 0.02% Reduce -4.1% 138,947 $31.0M
Mitsubishi UFJ Trust & Banking Corp 0.07% New 131,295 $29.3M
Fiera Capital Corp 0.09% Add +456.3% 130,895 $29.2M
Rhumbline Advisers 0.02% Reduce -4.6% 122,327 $27.3M
WCM Investment Management, LLC 0.06% Reduce -4.2% 118,141 $26.4M
Frontier Capital Management Co. LLC 0.23% Reduce -2.2% 109,519 $24.4M
T. Rowe Price Associates Inc. 0.00% Add +180.6% 103,397 $23.1M
Value Holdings Management Co. LLC 4.01% No change 102,698 $22.9M
Driehaus Capital Management LLC 0.19% Reduce -3.9% 99,802 $22.3M
Thornburg Investment Management Inc. 0.29% Reduce -2.5% 98,663 $22.0M
Retirement Systems of Alabama 0.08% Reduce -4.4% 92,342 $20.6M
Eventide Asset Management, LLC 0.33% Add +6.8% 85,923 $19.2M
Sei Investments Co. 0.02% Add +4.4% 84,359 $18.8M
Curi Capital, LLC 0.42% Add +2.7% 82,392 $18.4M
AQR Capital Management 0.03% Add +57.2% 82,502 $18.2M
Assenagon Asset Management S.A. 0.04% Reduce -66.0% 81,479 $18.2M
Alliancebernstein L.P. 0.01% Reduce -1.9% 81,145 $18.1M
Legal & General Group Plc 0.00% Add +1.1% 81,030 $18.1M
F/m Investments LLC 0.55% Reduce -2.9% 78,090 $17.4M
Citadel Advisors 0.02% Add +159.6% 77,018 $17.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.9% 75,721 $16.9M
Swiss National Bank 0.01% Reduce -0.9% 75,400 $16.8M
TimesSquare Capital Management, LLC 0.25% Reduce -27.6% 74,865 $16.7M
Barclays PLC 0.01% Add +156.6% 74,109 $16.5M
Neuberger Berman Group LLC 0.01% Add +3.1% 73,160 $16.3M
Deutsche Bank AG 0.01% Add +7.1% 73,159 $16.3M
California Public Employees Retirement System 0.01% Reduce -1.6% 70,258 $15.7M
Eagle Asset Management Inc. 0.08% New 58,413 $15.7M
Scout Investments, Inc. 0.39% Reduce -13.9% 64,842 $14.7M
Corebridge Financial, Inc. 0.08% Reduce -5.2% 65,641 $14.6M
Acadian Asset Management LLC 0.04% Reduce -65.3% 62,461 $13.9M
New York State Teachers Retirement System 0.03% Reduce -0.3% 62,159 $13.9M
Schonfeld Strategic Advisors LLC 0.11% Add +4092.0% 61,622 $13.7M
Mutual of America Capital Management LLC 0.14% Add +0.0% 59,962 $13.4M
Polar Asset Management Partners Inc. 0.45% New 57,800 $12.9M
Pier Capital, LLC 1.80% Add +0.8% 57,355 $12.8M
Seizert Capital Partners, LLC 0.57% Add +35.9% 56,567 $12.6M
Cramer Rosenthal McGlynn LLC 0.69% Reduce -10.3% 56,002 $12.5M
Thematics Asset Management 0.48% Add +6.8% 54,835 $12.2M
Woodline Partners LP 0.10% New 53,849 $12.0M
State of Wisconsin Investment Board 0.03% Reduce -0.2% 49,987 $11.2M
Envestnet Asset Management Inc. 0.00% Add +37.7% 49,796 $11.1M
Teacher Retirement System of Texas 0.05% Add +33.7% 47,507 $10.6M
US Bancorp \de 0.01% Add +0.1% 46,603 $10.4M
Wells Fargo & Company 0.00% Add +44.3% 45,874 $10.2M
EULAV Asset Management 0.25% Add +94.4% 45,300 $10.1M
Allianz Asset Management GmbH 0.02% Add +36.1% 45,177 $10.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.7% 45,142 $10.1M
ProShare Advisors LLC 0.02% Add +13.0% 45,082 $10.1M
Homestead Advisers Corp 0.23% Reduce -12.0% 42,526 $9.5M
MetLife Investment Management, LLC 0.05% Reduce -2.0% 40,968 $9.1M
Citigroup Inc. 0.01% Add +123.0% 40,048 $8.9M
Silvercrest Asset Management Group LLC 0.06% Reduce -0.7% 38,926 $8.7M
California State Teachers Retirement System 0.01% Reduce -3.2% 36,506 $8.1M
STRS Ohio 0.03% Reduce -9.1% 35,100 $7.8M
Amundi 0.00% Reduce -19.6% 35,021 $7.7M
Kennedy Capital Management LLC 0.17% New 34,089 $7.6M
Mountain Pacific Investment Advisers LLC 0.51% New 33,791 $7.5M
Thrivent Financial for Lutherans 0.01% Add +139.7% 32,179 $7.2M
UBS Group AG 0.00% Add +45.8% 31,534 $7.0M
Algert Global LLC 0.19% Reduce -9.6% 31,146 $6.9M
NEOS Investment Management LLC 0.21% Add +57.9% 30,624 $6.8M
Stifel Financial Corp. 0.01% Add +9.3% 29,694 $6.6M
Janus Henderson Group PLC 0.00% Reduce -7.0% 29,551 $6.6M
O'shaughnessy Asset Management, LLC 0.06% Add +3.7% 28,941 $6.6M
Premier Fund Managers Ltd 0.23% Reduce -88.5% 29,040 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Add +4.5% 28,194 $6.3M
Comerica Bank 0.02% Add +42.1% 28,120 $6.3M
Romano Brothers and Company 0.76% Reduce -1.3% 27,362 $6.1M
Van Eck Associates Corp. 0.01% Add +40.0% 25,294 $5.7M
LPL Financial LLC 0.00% Add +1.1% 25,348 $5.7M
Oak Associates Ltd. 0.38% Reduce -1.0% 25,122 $5.6M
VELA Investment Management, LLC 1.88% Reduce -4.9% 24,668 $5.5M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -6.4% 23,429 $5.2M
Granite Investment Partners, LLC 0.22% Reduce -24.6% 23,371 $5.2M
Jane Street Group, LLC 0.01% Reduce -64.5% 23,124 $5.2M
Fruth Investment Management 1.25% Reduce -0.2% 21,590 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +7.8% 21,044 $4.7M
Balyasny Asset Management L.P. 0.01% Reduce -65.1% 20,988 $4.7M
BNP Paribas Financial Markets 0.00% Reduce -47.0% 20,778 $4.6M
Ensign Peak Advisors, Inc 0.01% Reduce -37.1% 20,612 $4.6M
Alps Advisors Inc. 0.03% Reduce -52.3% 19,775 $4.4M
Renaissance Group LLC 0.18% Add +8.1% 19,402 $4.3M
ExodusPoint Capital Management, LP 0.04% Add +99.1% 18,951 $4.2M
Trexquant Investment LP 0.05% Reduce -49.5% 18,199 $4.1M
Canada Pension Plan Investment Board 0.00% Reduce -1.1% 18,100 $4.0M
Amalgamated Bank 0.03% Reduce -6.0% 17,599 $3.9M
Nisa Investment Advisors, LLC 0.02% Reduce -1.1% 17,206 $3.8M
Martingale Asset Management L P 0.09% Reduce -3.5% 17,004 $3.8M
Johnson Investment Counsel Inc. 0.04% Add +0.3% 16,850 $3.8M
Zhang Financial LLC 0.24% Reduce -30.9% 16,793 $3.7M
Wedge Capital Management L L P 0.06% Reduce -11.5% 16,778 $3.7M
State of Tennessee, Department of Treasury 0.01% Reduce -22.2% 16,208 $3.6M
Polen Capital Management LLC 0.01% Add +113.3% 16,204 $3.6M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 16,094 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -17.9% 16,094 $3.6M
Oak Ridge Investments LLC 0.31% Reduce -3.0% 16,006 $3.6M
Lighthouse Investment Partners, LLC 0.19% New 15,900 $3.5M
Russell Investments Group, Ltd. 0.01% Reduce -30.7% 15,831 $3.5M
Ritholtz Wealth Management 0.10% Reduce -1.4% 15,155 $3.4M
Wesbanco Bank Inc. 0.11% No change 14,705 $3.3M
Raymond James & Associates 0.00% Add +19.4% 14,612 $3.3M
PNC Financial Services Group, Inc. 0.00% Add +3.1% 14,533 $3.2M
Van Hulzen Asset Management, LLC 0.23% Add +1.2% 14,286 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -12.8% 14,171 $3.2M
Lisanti Capital Growth, LLC 0.79% Reduce -60.0% 14,025 $3.1M
Advisors Asset Management, Inc. 0.06% Add +14.2% 13,704 $3.1M
Equitable Trust Co. 0.18% Add +10.6% 12,894 $2.9M
Guyasuta Investment Advisors Inc. 0.18% Reduce -4.3% 12,880 $2.9M
D. E. Shaw & Co. 0.00% Reduce -14.6% 12,617 $2.8M
Voya Investment Management LLC 0.00% Reduce -2.6% 12,433 $2.8M
ClariVest Asset Management LLC 0.28% No change 14,027 $2.7M
State of New Jersey Common Pension Fund D 0.01% No change 11,798 $2.6M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.1% 11,726 $2.6M
Paralel Advisors LLC 0.11% No change 11,555 $2.6M
Creative Planning 0.00% Add +27.1% 11,239 $2.5M
Arizona State Retirement System 0.02% Add +2.7% 11,116 $2.5M
Redwood Investments, LLC 0.74% Reduce -18.0% 11,079 $2.5M
Blue Trust, Inc. 0.03% Add +2.4% 12,742 $2.5M
Pathstone Holdings, LLC 0.01% Add +1.8% 11,069 $2.5M
Zions Bancorporation, N.A. 0.17% Add +0.3% 10,743 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -2.8% 10,600 $2.4M
Chartwell Investment Partners, LLC 0.08% Add +0.8% 10,602 $2.4M
State Board of Administration of Florida Retirement System 0.00% No change 10,589 $2.4M
Exchange Traded Concepts, LLC 0.06% New 10,432 $2.3M
Harbor Capital Advisors, Inc. 0.10% New 10,166 $2.3M
Prescott Group Capital Management, L.L.C. 0.32% No change 10,000 $2.2M
Kingsview Wealth Management, LLC 0.05% No change 10,000 $2.2M
Bahl & Gaynor LLC 0.01% No change 10,000 $2.2M
Harfst & Associates, Inc. 0.50% Add +23.2% 9,904 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -2.8% 9,662 $2.2M
Polaris Capital Management, LLC 0.10% Reduce -15.4% 9,300 $2.1M
State of Michigan Retirement System 0.01% Reduce -2.1% 9,100 $2.0M
Pacer Advisors, Inc. 0.00% Add +1.7% 8,883 $2.0M
MAI Capital Management 0.02% Reduce -4.3% 8,875 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.2% 8,510 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.2% 8,456 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +16.9% 8,181 $1.8M
New Mexico Educational Retirement Board 0.06% No change 8,100 $1.8M
Intech Investment Management LLC 0.02% New 7,959 $1.8M
Oregon Public Employees Retirement Fund 0.03% Reduce -2.6% 7,788 $1.7M
Zacks Investment Management 0.01% Reduce -67.3% 7,756 $1.7M
Vestcor Inc 0.05% Add +105.5% 7,750 $1.7M
Pinnacle Associates Ltd. 0.03% Add +1.8% 9,933 $1.7M
Prudential Financial Inc. 0.00% Reduce -29.5% 7,602 $1.7M
Pinebridge Investments, L.P. 0.01% New 7,461 $1.7M
QRG Capital Management, Inc. 0.02% Add +11.1% 7,177 $1.6M
Guggenheim Capital LLC 0.01% Reduce -33.7% 7,148 $1.6M
Sandler Capital Management 0.30% New 7,035 $1.6M
Cumberland Partners Ltd 0.11% No change 7,000 $1.6M
CX Institutional 0.07% Reduce -6.7% 6,777 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,753 $1.5M
Engineers Gate Manager LP 0.03% Reduce -41.8% 6,377 $1.4M
Cetera Investment Advisers 0.00% Add +8.3% 5,960 $1.3M
PEAK6 Investments LLC 0.07% New 5,865 $1.3M
Steward Partners Investment Advisory, LLC 0.01% New 5,797 $1.3M
Two Sigma Advisers, LP 0.00% Reduce -78.0% 5,700 $1.3M
Banque Cantonale Vaudoise 0.05% Add +11.4% 5,592 $1.2M
Atria Investments, Inc 0.01% Add +2.6% 5,338 $1.2M
Ifrah Financial Services, Inc. 0.32% Reduce -3.2% 5,262 $1.2M
Xponance LLC 0.01% Reduce -0.3% 5,192 $1.2M
Ausbil Investment Management Ltd 0.39% Reduce -20.8% 5,002 $1.1M
Henshaw Capital LLC 0.05% Reduce -22.1% 4,977 $1.1M
Sheets Smith Wealth Management 0.13% Reduce -1.3% 4,912 $1.1M
Bank of Montreal 0.00% Reduce -5.2% 4,889 $1.1M
Pictet Asset Management Holding SA 0.00% Reduce -7.0% 4,886 $1.1M
Measured Wealth Private Client Group, LLC 0.36% Add +0.7% 4,850 $1.1M
Catalyst Funds Management Pty Ltd 0.24% No change 4,800 $1.1M
Two Sigma Investments, LP 0.00% Reduce -87.0% 4,612 $1.0M
Kanawha Capital Management LLC 0.07% No change 4,585 $1.0M
Azzad Asset Management Inc. 0.11% Add +64.5% 4,566 $1.0M
Credit Agricole S A 0.01% New 4,532 $1.0M
State of Alaska, Department of Revenue 0.01% Add +7.2% 4,495 $1.0M
Janney Montgomery Scott LLC 0.00% Add +126.0% 4,396 $981K
Illinois Municipal Retirement Fund 0.01% No change 4,378 $977K
Public Employees Retirement Association of Colorado 0.00% No change 4,177 $932K
Linden Thomas Advisory Services, LLC 0.12% Add +14.7% 4,054 $905K
Assetmark, Inc. 0.00% New 4,051 $904K
Orion Porfolio Solutions, LLC 0.01% Add +96.7% 4,035 $900K
Orion Portfolio Solutions, LLC 0.01% Add +96.7% 4,035 $900K
HighTower Advisors, LLC 0.00% Add +39.8% 3,950 $882K
Glenmede Trust Co. NA 0.00% Add +11.4% 3,928 $876K
Williamson Legacy Group, LLC 0.56% Add +9.4% 3,778 $843K
HSBC Holdings PLC 0.00% Reduce -88.9% 3,768 $840K
Meritage Portfolio Management 0.05% Add +9.3% 3,750 $837K
Quantinno Capital Management LP 0.01% Add +0.1% 3,743 $835K
Smith Group Asset Management, LLC 0.07% Add +25.1% 3,737 $834K
Osaic Holdings, Inc. 0.00% Add +312.5% 3,601 $804K
Sequent Planning LLC 0.28% Add +12.1% 3,599 $803K
SG Americas Securities, LLC 0.00% Reduce -70.5% 3,601 $803K
Edgestream Partners, L.P. 0.04% Reduce -23.5% 3,566 $796K
Mariner, LLC 0.00% Add +38.8% 3,459 $772K
Truist Financial Corp. 0.00% Add +2.6% 3,449 $769K
Gsa Capital Partners LLP 0.06% Reduce -13.5% 3,446 $769K
Cwm, LLC 0.00% Add +5.5% 3,361 $750K
Corient Private Wealth LP 0.00% Reduce -36.9% 3,298 $736K
Sapience Investments, LLC 0.36% No change 3,254 $726K
Mercer Global Advisors Inc. 0.00% Add +1.3% 3,245 $725K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +1.9% 3,228 $720K
Isthmus Partners, LLC 0.08% No change 3,200 $714K
Inspire Investing, LLC 0.07% Reduce -1.4% 3,141 $701K
Crossmark Global Holdings, Inc. 0.01% Add +30.2% 3,137 $700K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +19.8% 3,084 $688K
Penobscot Investment Management Company, Inc. 0.06% Reduce -4.7% 3,050 $681K
Securian Asset Management, Inc. 0.02% Reduce -3.3% 2,979 $665K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.9% 2,945 $657K
Shell Asset Management Co. 0.03% — 2,906 $648K
Csenge Advisory Group 0.03% Reduce -39.9% 2,837 $642K
Hancock Whitney Corp. 0.02% Reduce -0.3% 2,795 $624K
Delta Capital Management LLC 0.36% Reduce -5.5% 2,745 $612K
Navellier & Associates Inc. 0.08% Reduce -23.8% 2,729 $609K
Sendero Wealth Management, LLC 0.10% No change 2,728 $609K
Atom Investors LP 0.06% Reduce -6.7% 2,713 $605K
Private Advisor Group, LLC 0.00% Reduce -0.6% 2,702 $603K
Pitcairn Co. 0.04% Reduce -10.1% 2,663 $594K
DekaBank Deutsche Girozentrale 0.00% Reduce -85.8% 2,683 $590K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.3% 2,611 $583K
Man Group plc 0.00% Reduce -49.8% 2,610 $582K
Verition Fund Management LLC 0.00% Reduce -77.8% 2,532 $565K
Lindenwold Advisors, INC 0.28% Add +4.3% 2,521 $563K
Freedom Investment Management, Inc. 0.04% Reduce -9.6% 2,501 $558K
Mackenzie Financial Corp. 0.00% Add +3.4% 2,459 $549K
Wolverine Trading, LLC 0.01% New 2,451 $547K
Campbell & CO Investment Adviser LLC 0.04% New 2,449 $546K
Ancora Advisors LLC 0.01% No change 2,375 $530K
Cresset Asset Management, LLC 0.00% Add +10.7% 2,323 $518K
Oppenheimer Asset Management Inc. 0.01% Add +85.6% 2,318 $517K
Susquehanna International Group, LLP 0.00% Add +36.9% 2,302 $514K
Miller Howard Investments Inc. 0.02% Reduce -0.1% 2,298 $513K
Tidal Investments LLC 0.01% Reduce -8.2% 2,281 $509K
Fifth Third Bancorp 0.00% Add +2.0% 2,201 $491K
Bridges Investment Management Inc. 0.01% No change 2,160 $482K
Seven Eight Capital, LP 0.04% New 2,130 $475K
Elevation Point Wealth Partners, LLC 0.05% Reduce -2.0% 2,125 $474K
Aviva PLC 0.00% Reduce -35.6% 2,116 $472K
MQS Management LLC 0.26% New 2,096 $468K
Caprock Group, LLC 0.02% Reduce -0.2% 2,083 $465K
Evergreen Capital Management LLC 0.02% Add +1.3% 2,076 $463K
Contravisory Investment Management, Inc. 0.10% No change 2,057 $459K
Bank of Stockton 0.13% No change 2,000 $446K
Walleye Capital LLC 0.01% Add +16.4% 1,996 $445K
Kingswood Wealth Advisors, LLC 0.03% New 1,982 $442K
Cinctive Capital Management LP 0.03% Reduce -65.8% 1,969 $439K
Thoroughbred Financial Services, LLC 0.03% Add +39.9% 1,937 $432K
Coldstream Capital Management Inc. 0.01% Add +3.7% 1,924 $429K
Profund Advisors LLC 0.02% Add +1.3% 1,910 $426K
Lanark Financial, Inc. 0.03% Add +59.5% 1,853 $413K
Fox Hill Wealth Management 0.23% Reduce -4.2% 1,849 $413K
Gotham Asset Management 0.00% Reduce -59.5% 1,794 $400K
Quadrant Capital Group LLC 0.03% Reduce -0.8% 1,780 $397K
MML Investors Services, LLC 0.00% Reduce -37.0% 1,762 $393K
Dundas Partners LLP 0.03% Reduce -99.3% 1,733 $387K
Summit Trail Advisors, LLC 0.01% Reduce -8.2% 1,705 $380K
Sapient Capital LLC 0.01% No change 1,702 $380K
Cynosure Group, LLC 0.05% Reduce -20.0% 1,627 $363K
Ethic Inc. 0.01% Add +9.1% 1,813 $358K
Legato Capital Management LLC 0.04% Reduce -58.4% 1,595 $356K
James Investment Research, Inc. 0.04% New 1,593 $355K
Lazard Asset Management LLC 0.00% Reduce -58.4% 1,592 $354K
Baird Financial Group, Inc. 0.00% Reduce -11.9% 1,549 $346K
Shelton Capital Management 0.01% Reduce -3.8% 1,515 $338K
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.4% 1,502 $335K
Paloma Partners Management Co 0.02% New 1,500 $335K
Stonegate Investment Group, LLC 0.01% Reduce -42.3% 1,500 $335K
Public Employees Retirement System of Ohio 0.00% Reduce -32.9% 1,488 $332K
Cerity Partners LLC 0.00% New 1,488 $332K
Sequoia Financial Advisors, LLC 0.00% Add +1.1% 1,440 $321K
Walleye Trading LLC 0.01% New 1,430 $319K
Cim Investment Management Inc. 0.09% No change 1,414 $316K
FORA Capital, LLC 0.04% Reduce -3.2% 1,349 $301K
Bullseye Asset Management LLC 0.14% New 1,350 $301K
Dakota Wealth Management 0.01% Reduce -73.1% 1,305 $291K
Choreo, LLC 0.00% New 1,266 $283K
Fifth Third Wealth Advisors LLC 0.02% Add +0.7% 1,260 $281K
Raymond James Trust N.A. 0.01% New 1,250 $279K
Snowden Capital Advisors LLC 0.01% New 1,228 $274K
Essex Investment Management Co. LLC 0.05% No change 1,210 $270K
Wedbush Securities Inc. 0.01% Add +10.6% 1,191 $266K
Ashton Thomas Private Wealth, LLC 0.01% No change 1,144 $255K
GHP Investment Advisors, Inc. 0.01% Add +3.9% 1,143 $255K
CIBC Asset Management Inc 0.00% Add +3.2% 1,142 $255K
CENTRAL TRUST Co 0.01% No change 1,135 $253K
Riverwater Partners LLC 0.12% Reduce -1.7% 1,130 $251K
Ballentine Partners, LLC 0.00% Add +7.1% 1,111 $248K
KBC Group NV 0.00% Add +12.6% 1,096 $245K
Savant Capital, LLC 0.00% Add +0.8% 1,092 $244K
Park Avenue Securities LLC 0.00% Reduce -1.1% 1,088 $243K
Sanctuary Advisors, LLC 0.00% Reduce -87.7% 870 $241K
Blair William & Co. 0.00% Add +0.3% 1,079 $241K
Axxcess Wealth Management, LLC 0.01% No change 1,068 $238K
Moneta Group Investment Advisors LLC 0.00% No change 1,065 $238K
GYL Financial Synergies, LLC 0.02% Reduce -9.2% 1,052 $235K
Trust Point Inc. 0.02% New 1,037 $231K
TD Private Client Wealth LLC 0.01% Add +24.9% 1,017 $227K
Captrust Financial Advisors 0.00% New 1,017 $227K
Townsquare Capital LLC 0.00% New 1,015 $226K
M&T Bank Corp 0.00% New 1,013 $226K
Independent Financial Group, LLC 0.01% New 1,000 $223K
OneAscent Financial Services LLC 0.16% Reduce -31.1% 997 $222K
Forum Financial Management, LP 0.00% New 980 $219K
OneAscent Wealth Management LLC 0.08% New 979 $218K
GTS Securities LLC 0.00% New 974 $217K
Wealth Enhancement Advisory Services, LLC 0.00% New 974 $217K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 944 $211K
Pinnacle Wealth Planning Services, Inc. 0.03% New 937 $209K
Stratos Wealth Partners, LTD. 0.00% New 935 $209K
Twin Tree Management, LP 0.00% New 935 $209K
LBP Am SA 0.00% New 924 $206K
Retirement Guys Formula LLC 0.10% New 924 $206K
Los Angeles Capital Management LLC 0.00% Reduce -96.9% 923 $206K
Insight Folios Inc 0.07% New 915 $204K
Beacon Capital Management, LLC 0.03% No change 900 $201K
GAMMA Investing LLC 0.02% Add +58.6% 844 $188K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.7% 817 $182K
nVerses Capital, LLC 0.07% New 700 $156K
Spire Wealth Management 0.00% Add +545.1% 658 $147K
Danske Bank A/S 0.00% Reduce -94.4% 600 $134K
Northwestern Mutual Wealth Management Co. 0.00% No change 581 $130K
CI Investments Inc. 0.00% Reduce -27.3% 565 $126K
Farther Finance Advisors, LLC 0.00% Reduce -52.9% 562 $125K
Values First Advisors, Inc. 0.06% New 510 $114K
EverSource Wealth Advisors, LLC 0.01% Add +16.3% 506 $113K
Uncommon Cents Investing LLC 0.03% New 500 $112K
Archer Investment Corp 0.03% No change 500 $112K
Federation des caisses Desjardins du Quebec 0.00% Add +1.6% 498 $111K
Kessler Investment Group, LLC 0.06% Reduce -24.9% 482 $108K
CIBC Private Wealth Group LLC 0.00% Add +16.2% 460 $103K
Jones Financial Companies LLLP 0.00% Add +197.4% 458 $102K
Natixis Investment Managers International 0.01% No change 430 $96K
International Assets Investment Management, LLC 0.01% New 429 $96K
IFP Advisors, Inc 0.00% New 415 $93K
Millburn Ridgefield LLC 0.00% New 375 $84K
C M Bidwell & Associates Ltd. 0.05% Reduce -24.5% 345 $77K
Versant Capital Management, Inc 0.02% No change 327 $73K
NewEdge Advisors, LLC 0.00% Add +16.7% 294 $66K
Ostrum Asset Management 0.00% Reduce -55.1% 261 $58K
Concourse Financial Group Securities, Inc. 0.00% Add +2.4% 257 $57K
Edmond DE Rothschild Holding S.A. 0.00% Add +48.1% 234 $52K
Covestor Ltd 0.03% Reduce -3.3% 232 $52K
FinTrust Capital Advisors, LLC 0.01% No change 230 $51K
Elevation Wealth Partners, LLC 0.02% No change 212 $47K
UMB Bank, n.a. 0.00% Add +68.1% 190 $42K
Clearstead Advisors, LLC 0.00% Add +41.6% 177 $39K
Meeder Asset Management Inc. 0.00% Reduce -95.5% 176 $39K
Toth Financial Advisory Corp. 0.00% No change 175 $39K
First Horizon Advisors, Inc. 0.00% Add +106.0% 171 $38K
Lindbrook Capital, LLC 0.00% No change 163 $36K
Parkside Financial Bank & Trust 0.01% Add +42.1% 162 $36K
Parallel Advisors, LLC 0.00% Reduce -12.9% 162 $36K
Creative Financial Designs Inc. 0.00% No change 157 $35K
State of Wyoming 0.01% Reduce -50.2% 156 $35K
V-Square Quantitative Management LLC 0.00% New 151 $34K
Nomura Asset Management Co. Ltd. 0.00% No change 150 $33K
Huntington National Bank 0.00% Add +3.0% 139 $31K
Smithfield Trust Co 0.00% No change 135 $30K
Smartleaf Asset Management LLC 0.00% Add +70.5% 133 $30K
Key Financial Inc 0.01% No change 115 $26K
J.Safra Asset Management Corp 0.00% Add +784.6% 115 $26K
TD Capital Management LLC 0.00% No change 103 $23K
Principal Securities, Inc. 0.00% Add +17.6% 100 $22K
Avior Wealth Management, LLC 0.00% Reduce -37.9% 90 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.2% 85 $19K
Frazier Financial Advisors, LLC 0.01% Reduce -9.0% 81 $18K
LGT Financial Advisors LLC 0.04% No change 70 $16K
Rise Advisors, LLC 0.01% No change 63 $14K
Bell Investment Advisors, Inc 0.00% No change 61 $14K
Arax Advisory Partners 0.00% No change 57 $13K
Eagle Bay Advisors LLC 0.00% Add +4.0% 52 $12K
Chelsea Counsel Co. 0.01% No change 50 $11K
GW&K Investment Management, LLC 0.00% No change 50 $11K
Hanseatic Management Services Inc. 0.01% No change 41 $9K
Earned Wealth Advisors, LLC 0.00% New 40 $9K
Sterling Capital Management LLC 0.00% — 39 $9K
LRI Investments, LLC 0.00% No change 31 $8K
Private Wealth Management Group, LLC 0.00% Add +2.8% 37 $8K
Mb, Levis & Associates, LLC 0.00% No change 35 $8K
Global Retirement Partners, LLC 0.00% Reduce -2.9% 33 $7K
Rothschild Investment LLC 0.00% Add +87.5% 30 $7K
JFS Wealth Advisors, LLC 0.00% Add +3.5% 30 $7K
Hexagon Capital Partners LLC 0.00% Reduce -19.4% 29 $6K
Planned Solutions, Inc. 0.00% New 23 $5K
Private Trust Co. NA 0.00% Reduce -12.5% 21 $5K
Wolff Wiese Magana LLC 0.00% New 20 $4K
Hemington Wealth Management 0.00% New 19 $4K
Allworth Financial LP 0.00% Reduce -22.7% 17 $4K
Farmers & Merchants Investments Inc. 0.00% No change 15 $3K
Colonial Trust Co / SC 0.00% New 15 $3K
CoreCap Advisors, LLC 0.00% No change 14 $3K
SJS Investment Consulting Inc. 0.00% Reduce -7.7% 12 $3K
Wilmington Savings Fund Society, FSB 0.00% New 12 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $2K
Whittier Trust Co. of Nevada Inc. 0.00% New 8 $2K
Continuum Advisory, LLC 0.00% Reduce -75.0% 6 $2K
Concord Wealth Partners 0.00% New 7 $2K
Park Place Capital Corp 0.00% New 5 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 5 $1K
Creekmur Asset Management LLC 0.00% New 4 $893
Cornerstone Planning Group LLC 0.00% No change 2 $471
Claris Advisors, LLC / Mo / 0.00% New 2 $446
Larson Financial Group LLC 0.00% No change 2 $446
AlphaQuest LLC 0.00% Reduce -100.0% 2 $446
TFC Financial Management, Inc. 0.00% No change 1 $224
Rosenberg Matthew Hamilton 0.00% No change 1 $223

"% of holder's portfolio" is AIT's weight in each manager's 13F, not the share of Applied Industrial Tech Inc. the manager owns.