Applied Industrial TechAIT

13F holders, Q4 2025 (December 31)
568holders +13
54new positions
56sold out
10famous investors
$256.84avg. 13F price*

At the end of Q4 2025, 568 institutions reported holding Applied Industrial Tech Inc. (AIT) in their 13F filings, up 13 from Q3 2025. 54 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($963.4M) and State Street Corp. ($305.3M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions54$83.9M
Exits56$108.2M

All 13F filers, Q3 2025 → Q4 2025: 2,617,027 shares bought and 3,082,563 shares sold, net −465,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 568 holders

Vanguard Group Inc. 0.02% Reduce -1.2% 4,078,319 $1.0B
BlackRock, Inc. 0.02% Add +2.0% 3,751,807 $963.4M
State Street Corp. 0.01% Reduce -0.3% 1,189,089 $305.3M
Capital International Investors 0.04% Add +25.4% 962,925 $247.3M
Wellington Management Group LLP 0.04% Add +0.9% 776,394 $199.4M
First Trust Advisors LP 0.14% Reduce -21.9% 728,879 $187.2M
Dimensional Fund Advisors LP 0.04% Add +0.5% 723,700 $185.8M
Geode Capital Management, LLC 0.01% Add +0.3% 687,161 $176.5M
Fuller & Thaler Asset Management, Inc. 0.50% Add +3.3% 572,376 $147.0M
FMR LLC 0.01% Add +0.0% 553,417 $142.1M
Invesco Ltd. 0.01% Reduce -46.5% 545,414 $140.0M
JPMorgan Chase & Co. 0.01% Reduce -6.7% 539,471 $138.5M
Alyeska Investment Group, L.P. 0.38% Add +10.3% 519,656 $133.4M
Norges Bank 0.01% — 486,990 $125.0M
Boston Trust Walden Corp 0.94% Reduce -4.0% 484,060 $124.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.7% 451,980 $116.1M
Qube Research & Technologies Ltd 0.16% Add +20.2% 434,250 $111.5M
AQR Capital Management 0.06% Add +92.4% 430,924 $110.6M
Millennium Management 0.08% Reduce -7.4% 414,372 $106.4M
Royal London Asset Management Ltd. 0.19% Reduce -17.5% 353,093 $90.7M
Capital World Investors 0.01% Add +3.7% 348,005 $89.4M
Bank of America Corp. 0.01% Add +0.6% 345,149 $88.6M
Morgan Stanley 0.01% Reduce -1.0% 342,981 $88.1M
Capital Research Global Investors 0.02% Reduce -0.4% 322,594 $82.8M
Northern Trust Corp. 0.01% Reduce -3.7% 297,066 $76.3M
Bank of New York Mellon Corp 0.01% Reduce -7.2% 296,552 $76.1M
Alliancebernstein L.P. 0.02% Reduce -3.3% 289,988 $74.5M
Two Sigma Investments, LP 0.12% Add +99.7% 286,767 $73.6M
Westfield Capital Management Co. LP 0.31% Add +21.5% 285,290 $73.3M
Brown Advisory Inc. 0.10% Reduce -9.8% 283,881 $72.9M
Artisan Partners Limited Partnership 0.11% Reduce -9.2% 281,603 $72.3M
Franklin Resources Inc. 0.02% Add +0.2% 272,129 $69.9M
Adage Capital Partners Gp, L.L.C. 0.10% Add +4933.8% 264,575 $67.9M
Ameriprise Financial Inc. 0.02% Reduce -0.8% 263,939 $67.8M
T. Rowe Price Associates Inc. 0.01% Reduce -38.0% 257,935 $66.2M
Fiera Capital Corp 0.20% Add +32.6% 239,668 $61.5M
Allspring Global Investments Holdings, LLC 0.10% Reduce -25.2% 231,240 $60.0M
Citadel Advisors 0.04% Reduce -42.4% 229,431 $58.9M
Handelsbanken Fonder AB 0.17% Add +21.0% 220,923 $56.7M
GW&K Investment Management, LLC 0.48% Add +2.5% 216,509 $55.6M
Fiduciary Management Inc. 0.61% Reduce -7.5% 216,149 $55.5M
Federated Hermes, Inc. 0.09% Reduce -11.7% 214,833 $55.2M
Nomura Asset Management International Inc. 0.08% — 210,995 $54.2M
American Century Companies Inc. 0.03% Add +8.5% 210,943 $54.2M
Loomis Sayles & Co. L P 0.07% Reduce -4.5% 210,902 $54.2M
New York State Common Retirement Fund 0.07% Add +0.4% 207,399 $53.3M
Palisade Capital Management, LP 1.71% Reduce -10.4% 199,853 $51.3M
Thrivent Financial for Lutherans 0.09% Add +1628.7% 196,946 $50.6M
Two Sigma Advisers, LP 0.09% Add +170.6% 186,720 $47.9M
Raymond James Financial Inc. 0.01% Reduce -2.6% 178,341 $46.2M
Nordea Investment Management AB 0.04% Reduce -6.7% 172,765 $44.8M
Voya Investment Management LLC 0.05% Add +13.3% 168,450 $43.3M
UBS Group AG 0.01% Reduce -48.0% 155,873 $40.0M
Robeco Schweiz AG 0.86% Reduce -20.1% 149,702 $38.4M
Nuveen, LLC 0.01% Reduce -9.9% 147,510 $37.9M
Goldman Sachs Group Inc. 0.01% Reduce -32.8% 145,956 $37.5M
Grace & White Inc. 6.58% Reduce -1.9% 141,653 $36.4M
William Blair Investment Management, LLC 0.10% Add +19.4% 138,003 $35.4M
WCM Investment Management, LLC 0.07% Reduce -5.7% 133,692 $34.9M
Jane Street Group, LLC 0.04% Reduce -24.0% 134,692 $34.6M
ArrowMark Colorado Holdings LLC 0.76% Reduce -31.2% 134,425 $34.5M
Caisse de depot et placement du Quebec 0.06% Add +32.1% 133,517 $34.3M
ProShare Advisors LLC 0.06% Reduce -0.2% 130,679 $33.6M
Royal Bank of Canada 0.01% Reduce -23.9% 130,432 $33.5M
Bessemer Group Inc. 0.05% Add +0.3% 127,065 $32.6M
D. E. Shaw & Co. 0.03% Add +4971.8% 125,577 $32.2M
TimesSquare Capital Management, LLC 0.47% Add +24.7% 120,716 $31.0M
Eventide Asset Management, LLC 0.48% Reduce -1.2% 119,335 $30.7M
Public Employees Retirement Association of Colorado 0.10% No change 111,181 $28.5M
Principal Financial Group Inc. 0.01% Reduce -10.1% 107,852 $27.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -7.0% 105,931 $27.2M
EULAV Asset Management 0.70% Add +2.0% 102,100 $26.2M
Rhumbline Advisers 0.02% Reduce -1.6% 101,952 $26.2M
Mutual of America Capital Management LLC 0.26% Add +38.1% 96,438 $24.8M
Segall Bryant & Hamill, LLC 0.33% New 95,779 $24.6M
DF Dent & Co. Inc. 0.35% Reduce -2.7% 95,265 $24.5M
Tudor Investment Corporation 0.14% Reduce -24.2% 94,147 $24.2M
Value Holdings Management Co. LLC 3.98% No change 92,698 $23.8M
Retirement Systems of Alabama 0.08% Reduce -0.8% 91,012 $23.4M
Balyasny Asset Management L.P. 0.05% Add +12.9% 90,696 $23.3M
Sei Investments Co. 0.02% Add +13.6% 88,679 $22.8M
Barclays PLC 0.01% Reduce -11.7% 88,547 $22.7M
Curi Capital, LLC 0.37% Reduce -2.0% 82,301 $21.1M
Schonfeld Strategic Advisors LLC 0.11% Add +144.4% 81,062 $20.8M
HRT Financial LP 0.06% Add +20.4% 80,064 $20.6M
California Public Employees Retirement System 0.01% Reduce -1.2% 76,373 $19.6M
Thornburg Investment Management Inc. 0.25% Reduce -1.9% 75,889 $19.5M
Swiss National Bank 0.01% Add +0.9% 74,440 $19.1M
Canada Pension Plan Investment Board 0.01% Add +49.8% 73,975 $19.0M
Envestnet Asset Management Inc. 0.01% Reduce -9.0% 72,266 $18.6M
Renaissance Technologies 0.03% Add +12.5% 71,950 $18.5M
Assenagon Asset Management S.A. 0.03% Reduce -9.4% 71,623 $18.4M
BNP Paribas Financial Markets 0.01% Add +43.2% 68,548 $17.6M
Amundi 0.01% Add +24.9% 67,840 $17.4M
Voloridge Investment Management, LLC 0.06% Add +69.3% 66,907 $17.2M
Algert Global LLC 0.26% Add +5.2% 65,753 $16.9M
Royce & Associates LP 0.17% Reduce -1.1% 64,625 $16.6M
Kennedy Capital Management LLC 0.35% Add +13.3% 63,864 $16.4M
SG Americas Securities, LLC 0.02% Add +11093.8% 60,894 $15.6M
Allianz Asset Management GmbH 0.02% Add +32.5% 60,277 $15.5M
OP Asset Management Ltd 0.18% Reduce -14.2% 59,386 $15.2M
Squarepoint Ops LLC 0.03% Reduce -78.6% 58,525 $15.0M
Legal & General Group Plc 0.00% Reduce -23.4% 56,390 $14.5M
LPL Financial LLC 0.00% Reduce -26.9% 56,239 $14.4M
Rockefeller Capital Management L.P. 0.03% Reduce -10.0% 56,155 $14.4M
Neuberger Berman Group LLC 0.01% Add +20.4% 55,672 $14.3M
New York State Teachers Retirement System 0.03% Reduce -1.7% 55,290 $14.2M
Distillate Capital Partners LLC 0.72% Add +7.8% 54,832 $14.1M
Victory Capital Management Inc. 0.01% Reduce -37.6% 53,871 $13.8M
Frontier Capital Management Co. LLC 0.14% Reduce -0.9% 51,207 $13.1M
State of Wisconsin Investment Board 0.03% Add +0.2% 50,911 $13.1M
Strategic Wealth Partners, Ltd. 0.85% Add +5.0% 48,427 $12.4M
US Bancorp \de 0.01% Add +0.0% 47,035 $12.1M
Cramer Rosenthal McGlynn LLC 0.77% Reduce -6.5% 46,279 $11.9M
Point72 Asset Management 0.02% Add +192.7% 44,079 $11.3M
Interval Partners, LP 0.26% New 43,500 $11.2M
F/m Investments LLC 0.42% Reduce -10.8% 42,724 $11.0M
Trexquant Investment LP 0.10% Reduce -41.3% 42,098 $10.8M
Capital Fund Management S.A. 0.10% Add +30.6% 40,363 $10.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -0.8% 40,100 $10.3M
Edgestream Partners, L.P. 0.28% New 39,332 $10.1M
Tema ETFs LLC 0.75% Add +2.8% 37,419 $9.6M
NEOS Investment Management LLC 0.06% Add +2.8% 37,419 $9.6M
California State Teachers Retirement System 0.01% Reduce -0.2% 35,783 $9.2M
SMA Capital LLC 4.65% — 35,000 $9.0M
Liberty Capital Management, Inc. 1.66% No change 34,668 $8.9M
Natixis 0.03% Add +133.0% 34,296 $8.8M
Wells Fargo & Company 0.00% Reduce -28.4% 34,050 $8.7M
HSBC Holdings PLC 0.01% Add +85.4% 33,807 $8.7M
Silvercrest Asset Management Group LLC 0.06% Add +27.7% 33,750 $8.7M
Van Eck Associates Corp. 0.01% Add +0.8% 32,296 $8.3M
Teacher Retirement System of Texas 0.03% Add +10.9% 31,577 $8.1M
Stifel Financial Corp. 0.01% Add +1.4% 31,291 $8.0M
Alps Advisors Inc. 0.05% Reduce -5.8% 30,917 $7.9M
Pier Capital, LLC 1.22% Add +70.8% 29,807 $7.7M
STRS Ohio 0.03% Reduce -0.1% 28,997 $7.4M
O'shaughnessy Asset Management, LLC 0.04% Reduce -6.4% 27,695 $7.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.0% 27,420 $7.0M
Bridgewater Associates 0.03% Add +72.8% 27,321 $7.0M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -41.2% 27,126 $7.0M
Homestead Advisers Corp 0.18% Reduce -12.2% 26,726 $6.9M
Gotham Asset Management 0.02% Reduce -13.9% 26,392 $6.8M
Bahl & Gaynor LLC 0.03% Add +1.5% 25,403 $6.5M
ExodusPoint Capital Management, LP 0.07% Add +5.3% 24,792 $6.4M
Engineers Gate Manager LP 0.07% Reduce -21.1% 24,447 $6.3M
Oak Associates Ltd. 0.38% Reduce -0.7% 24,444 $6.3M
Citigroup Inc. 0.00% Reduce -19.8% 24,327 $6.2M
Seizert Capital Partners, LLC 0.26% Reduce -8.0% 24,045 $6.2M
Romano Brothers and Company 0.70% Reduce -7.2% 23,985 $6.2M
Vest Financial, LLC 0.08% Add +14.1% 23,723 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -11.6% 22,919 $5.9M
Martingale Asset Management L P 0.15% Add +228.3% 22,830 $5.9M
PNC Financial Services Group, Inc. 0.00% Add +40.8% 21,572 $5.5M
Creative Planning 0.00% Add +18.9% 21,222 $5.4M
Worldquant Millennium Advisors LLC 0.02% Add +64.6% 20,679 $5.3M
VELA Investment Management, LLC 1.42% Reduce -20.4% 20,338 $5.2M
B. Metzler seel. Sohn & Co. AG 0.05% No change 20,180 $5.2M
Fruth Investment Management 1.38% Reduce -1.0% 19,994 $5.1M
Wedge Capital Management L L P 0.09% Reduce -15.2% 19,802 $5.1M
MetLife Investment Management, LLC 0.02% Reduce -5.9% 18,426 $4.7M
Voleon Capital Management LP 0.10% Add +945.5% 18,149 $4.7M
ING Groep NV 0.03% New 17,900 $4.6M
Dark Forest Capital Management LP 0.21% Reduce -26.9% 17,729 $4.6M
GMO 0.01% New 17,442 $4.5M
Lazard Asset Management LLC 0.01% Add +4.5% 17,312 $4.4M
Comerica Bank 0.02% Reduce -47.7% 17,224 $4.4M
Bank of Nova Scotia 0.01% New 17,155 $4.4M
Amalgamated Bank 0.03% Reduce -4.5% 16,832 $4.3M
Janus Henderson Group PLC 0.00% No change 16,252 $4.2M
Cerity Partners LLC 0.01% Add +4.8% 15,999 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -6.2% 15,821 $4.1M
Treasurer of the State of North Carolina 0.01% Reduce -8.4% 15,690 $4.0M
Ritholtz Wealth Management 0.07% Add +0.2% 15,654 $4.0M
MAI Capital Management 0.02% Add +0.6% 15,609 $4.0M
Lisanti Capital Growth, LLC 0.93% Reduce -13.7% 15,355 $3.9M
Horizon Investments, LLC 0.05% Reduce -8.1% 15,174 $3.9M
Jump Financial, LLC 0.05% Reduce -1.5% 15,038 $3.9M
Verition Fund Management LLC 0.02% Add +230.4% 14,938 $3.8M
Oak Ridge Investments LLC 0.22% Reduce -2.1% 14,399 $3.7M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -2.8% 14,382 $3.7M
Moran Wealth Management, LLC 0.11% Reduce -3.9% 14,122 $3.6M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 13,735 $3.6M
Hillsdale Investment Management Inc. 0.10% New 13,800 $3.5M
Prudential Financial Inc. 0.00% Reduce -15.6% 13,504 $3.5M
Blue Trust, Inc. 0.04% Reduce -0.2% 13,378 $3.4M
Illinois Municipal Retirement Fund 0.04% Reduce -1.0% 13,238 $3.4M
Nisa Investment Advisors, LLC 0.01% Reduce -2.1% 13,157 $3.4M
Bokf, NA 0.05% Reduce -6.6% 12,885 $3.3M
Man Group plc 0.01% Reduce -53.4% 12,821 $3.3M
Zhang Financial LLC 0.12% No change 12,793 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -2.5% 11,817 $3.3M
Mountain Pacific Investment Advisers LLC 0.53% Add +13.5% 12,715 $3.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +3.1% 12,710 $3.3M
Johnson Investment Counsel Inc. 0.03% No change 12,612 $3.2M
Public Employees Retirement System of Ohio 0.01% Reduce -4.8% 12,534 $3.2M
Ausbil Investment Management Ltd 1.79% Add +0.8% 12,262 $3.1M
Wesbanco Bank Inc. 0.09% No change 12,005 $3.1M
Paralel Advisors LLC 0.12% No change 11,871 $3.0M
Russell Investments Group, Ltd. 0.00% Add +8.9% 11,860 $3.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +202.6% 11,800 $3.0M
Natixis Advisors, LLC 0.00% Reduce -28.8% 11,771 $3.0M
XTX Topco Ltd 0.08% New 11,678 $3.0M
Regents Gate Capital LLP 0.96% Reduce -62.7% 11,633 $3.0M
Acadian Asset Management LLC 0.00% Add +24.6% 11,556 $3.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 11,416 $2.9M
Pathstone Holdings, LLC 0.01% Add +0.8% 11,398 $2.9M
SWP Investment Management LLC 2.11% Add +33.5% 11,311 $2.9M
Pinnacle Associates Ltd. 0.04% Add +3.8% 11,307 $2.9M
Equitable Trust Co. 0.13% No change 11,244 $2.9M
Campbell & CO Investment Adviser LLC 0.14% Reduce -44.3% 11,142 $2.9M
State Board of Administration of Florida Retirement System 0.01% No change 11,095 $2.8M
KLP Kapitalforvaltning As 0.01% Add +16.4% 11,060 $2.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.1% 10,904 $2.8M
Cetera Investment Advisers 0.00% Add +0.5% 10,900 $2.8M
Aquatic Capital Management LLC 0.08% Reduce -26.4% 10,811 $2.8M
Credit Agricole S A 0.01% No change 10,493 $2.7M
Arizona State Retirement System 0.01% Reduce -7.1% 10,468 $2.7M
Capital International, Inc. 0.02% No change 10,425 $2.7M
Guyasuta Investment Advisors Inc. 0.15% Reduce -8.8% 10,400 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -1.9% 10,400 $2.7M
Kingsview Wealth Management, LLC 0.04% Reduce -55.6% 10,135 $2.6M
Prescott Group Capital Management, L.L.C. 0.24% No change 10,000 $2.6M
Harfst & Associates, Inc. 0.46% Reduce -2.9% 9,869 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +4.5% 9,826 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +32.1% 9,457 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.4% 9,439 $2.4M
Lighthouse Investment Partners, LLC 0.08% New 9,418 $2.4M
Magnetar Financial LLC 0.03% Reduce -50.0% 9,285 $2.4M
State of Michigan Retirement System 0.01% Reduce -2.2% 8,900 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Add +8.5% 8,817 $2.3M
Wbi Investments, LLC 0.57% Add +221.4% 8,450 $2.2M
Catalyst Funds Management Pty Ltd 0.50% Reduce -1.9% 8,440 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.6% 8,439 $2.2M
Mariner, LLC 0.00% Add +136.3% 8,399 $2.2M
Cwm, LLC 0.01% Add +14.8% 8,208 $2.1M
Zions Bancorporation, National Association 0.10% Reduce -6.4% 8,159 $2.1M
Dana Investment Advisors, Inc. 0.06% Add +3.7% 8,112 $2.1M
New Mexico Educational Retirement Board 0.06% No change 8,100 $2.1M
Van Hulzen Asset Management, LLC 0.15% Reduce -8.8% 7,858 $2.0M
Hancock Whitney Corp. 0.04% Add +0.8% 7,810 $2.0M
NorthCoast Asset Management LLC 0.04% Reduce -11.6% 7,711 $2.0M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.3% 7,568 $1.9M
Oliver Luxxe Assets LLC 0.29% Add +7.1% 7,339 $1.9M
Advisors Asset Management, Inc. 0.03% Reduce -36.2% 7,316 $1.9M
Polaris Capital Management, LLC 0.15% No change 7,000 $1.8M
Bridges Investment Management Inc. 0.02% Add +5.2% 6,998 $1.8M
Quantbot Technologies LP 0.06% Reduce -62.9% 6,995 $1.8M
Gsa Capital Partners LLP 0.15% Reduce -26.4% 6,961 $1.8M
Concentric Capital Strategies, LP 0.09% New 6,935 $1.8M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.2% 6,913 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -5.2% 6,600 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,392 $1.6M
Bullseye Asset Management LLC 0.88% No change 6,350 $1.6M
Assetmark, Inc. 0.00% Reduce -5.3% 6,313 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -2.9% 6,018 $1.5M
Pictet Asset Management Holding SA 0.00% Add +3.6% 5,807 $1.5M
QRG Capital Management, Inc. 0.02% Add +8.7% 5,696 $1.5M
Mercer Global Advisors Inc. 0.00% Add +22.0% 5,643 $1.4M
Brian Low Financial Group, LLC 1.01% Add +16.4% 5,578 $1.4M
Pinnacle Financial Partners, Inc. 0.01% — 5,469 $1.4M
Sheets Smith Wealth Management 0.15% Add +0.3% 5,453 $1.4M
Vestcor Inc 0.04% No change 5,399 $1.4M
Quantinno Capital Management LP 0.00% Add +86.0% 5,388 $1.4M
MUFG Securities EMEA plc 0.02% New 5,275 $1.4M
Truist Financial Corp. 0.00% Reduce -62.6% 5,269 $1.4M
Brevan Howard Capital Management LP 0.03% Reduce -1.1% 5,264 $1.4M
Linden Thomas Advisory Services, LLC 0.13% Add +3.1% 5,080 $1.3M
Ethic Inc. 0.02% Reduce -17.5% 5,075 $1.3M
Harbor Capital Advisors, Inc. 0.10% Add +16.7% 5,069 $1.3M
HighTower Advisors, LLC 0.00% Add +15.0% 5,033 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -0.7% 4,756 $1.2M
Measured Wealth Private Client Group, LLC 0.32% Add +5.3% 4,649 $1.2M
Bank of Montreal 0.00% Reduce -1.0% 4,642 $1.2M
Csenge Advisory Group 0.05% Add +6.4% 4,629 $1.2M
Ifrah Financial Services, Inc. 0.31% Reduce -1.7% 4,629 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -0.5% 4,606 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +40.7% 4,443 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% New 4,573 $1.2M
Jain Global LLC 0.01% New 4,538 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -47.5% 4,516 $1.2M
Schroder Investment Management Group 0.00% No change 4,423 $1.2M
Lecap Asset Management Ltd. 0.46% Add +35.6% 4,487 $1.2M
Cibc World Markets Corp. 0.01% — 4,400 $1.1M
Deutsche Bank AG 0.00% Reduce -73.3% 4,287 $1.1M
Arista Wealth Management, LLC 0.13% Reduce -2.5% 4,254 $1.1M
Keating Financial Advisory Services, Inc. 0.15% — 4,225 $1.1M
Legato Capital Management LLC 0.09% Add +44.1% 4,135 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -75.4% 4,130 $1.1M
Glenmede Trust Co. NA 0.00% — 4,016 $1.0M
MML Investors Services, LLC 0.00% Reduce -29.5% 3,963 $1.0M
Smith Group Asset Management, LLC 0.05% Add +2.5% 3,960 $1.0M
Axq Capital, LP 0.23% New 3,956 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -9.8% 3,755 $964K
Concurrent Investment Advisors, LLC 0.01% Add +126.0% 3,724 $956K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.7% 3,598 $924K
Robeco Institutional Asset Management B.V. 0.00% Add +4.6% 3,589 $922K
NewEdge Advisors, LLC 0.00% Add +6221.4% 3,540 $909K
Janney Montgomery Scott LLC 0.00% Reduce -0.2% 3,525 $905K
Xponance LLC 0.01% Reduce -19.3% 3,483 $894K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +18.4% 3,431 $891K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.5% 3,427 $880K
IHT Wealth Management, LLC 0.02% Add +2.1% 3,398 $872K
New York Life Investment Management LLC 0.01% Reduce -11.6% 3,382 $868K
Kanawha Capital Management LLC 0.06% No change 3,365 $864K
AIA Group Ltd 0.01% No change 3,207 $823K
Sequoia Financial Advisors, LLC 0.00% Add +19.6% 3,176 $815K
Captrust Financial Advisors 0.00% Add +16.6% 3,115 $800K
Corient Private Wealth LP 0.00% Add +18.8% 3,085 $794K
Kestra Investment Management, LLC 0.02% Add +80.0% 3,041 $781K
Summit Trail Advisors, LLC 0.01% Add +13.8% 2,995 $769K
Mackenzie Financial Corp. 0.00% Reduce -28.9% 2,925 $762K
L2 Asset Management, LLC 0.10% Add +119.0% 2,858 $734K
Evolve Private Wealth, LLC 0.04% — 2,849 $732K
Osaic Holdings, Inc. 0.00% Reduce -33.5% 2,803 $720K
M&T Bank Corp 0.00% Add +208.0% 2,784 $715K
Securian Asset Management, Inc. 0.03% Reduce -3.5% 2,779 $714K
Alamea Verwaltungs GmbH 0.48% New 2,710 $706K
Base Wealth Management LLC 0.37% Add +6.2% 2,712 $696K
AlphaQuest LLC 0.04% Reduce -78.9% 2,693 $691K
Taproot Management LP 0.11% — 2,668 $685K
Quadrature Capital Ltd 0.01% New 2,618 $672K
Freestone Grove Partners LP 0.00% New 2,618 $672K
Delta Capital Management LLC 0.36% No change 2,455 $630K
Coldstream Capital Management Inc. 0.01% Reduce -2.1% 2,428 $623K
Fieldview Capital Management, LLC 0.11% Add +0.5% 2,410 $619K
Navellier & Associates Inc. 0.07% Reduce -26.8% 2,398 $616K
Gaddis Premier Wealth Advisors LLC 0.46% — 2,367 $608K
Dakota Wealth Management 0.01% New 2,351 $604K
Evergreen Capital Management LLC 0.01% Reduce -1.2% 2,323 $596K
Fca Corp. 0.17% Reduce -7.1% 2,307 $592K
AlphaGrep UK Ltd 0.19% — 2,267 $582K
Sovran Advisors, LLC 0.05% No change 2,057 $581K
Meritage Portfolio Management 0.04% Reduce -18.1% 2,252 $578K
Sterling Capital Management LLC 0.01% Reduce -5.8% 2,220 $570K
Fifth Third Bancorp 0.00% Reduce -2.4% 2,219 $570K
Wellington Grp LLC 0.19% — 2,206 $566K
Farther Finance Advisors, LLC 0.01% Add +372.0% 2,157 $554K
EverSource Wealth Advisors, LLC 0.02% Add +11.1% 2,137 $549K
Legacy Wealth Asset Management, LLC 0.13% Reduce -1.5% 2,135 $548K
Private Advisor Group, LLC 0.00% Reduce -31.0% 2,123 $545K
Dundas Partners LLP 0.04% No change 2,110 $542K
Atria Investments, Inc 0.01% Reduce -13.8% 2,109 $542K
DekaBank Deutsche Girozentrale 0.00% No change 2,683 $536K
Tower Research Capital LLC (TRC) 0.01% Add +11.5% 2,087 $536K
Oppenheimer & Co. Inc. 0.01% Add +23.1% 2,083 $535K
Penobscot Investment Management Company, Inc. 0.04% Reduce -27.8% 2,080 $534K
Wedbush Securities Inc. 0.02% Reduce -3.8% 2,081 $534K
Maridea Wealth Management LLC 0.08% New 2,074 $533K
Octavia Wealth Advisors, LLC 0.05% No change 2,062 $529K
Utah Retirement Systems 0.00% No change 2,014 $517K
Bank of Stockton 0.15% No change 2,000 $514K
Ancora Advisors LLC 0.01% No change 2,000 $514K
Crossmark Global Holdings, Inc. 0.01% Add +0.8% 1,998 $513K
Sapience Investments, LLC 1.91% Reduce -11.2% 1,976 $507K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.18% Add +198.9% 1,973 $507K
Advisory Services Network, LLC 0.01% Add +22.4% 1,948 $500K
Aviva PLC 0.00% Add +5.6% 1,919 $493K
Cim Investment Management Inc. 0.13% No change 1,876 $482K
Maryland State Retirement & Pension System 0.01% No change 1,852 $476K
Machina Capital S.A.S. 0.09% Reduce -22.7% 1,837 $472K
James Investment Research, Inc. 0.05% No change 1,809 $464K
Global Assets Advisory, LLC 0.13% No change 1,804 $463K
Childress Capital Advisors, LLC 0.07% New 1,800 $462K
Swiss Life Asset Management Ltd 0.00% No change 1,755 $451K
Cynosure Group, LLC 0.05% Add +1.2% 1,747 $449K
Sapient Capital LLC 0.01% No change 1,702 $444K
Perbak Capital Partners LLP 0.13% Reduce -68.1% 1,696 $435K
GAMMA Investing LLC 0.02% Add +3.6% 1,585 $407K
Granite Investment Partners, LLC 0.02% Reduce -83.5% 1,569 $403K
Snowden Capital Advisors LLC 0.01% Reduce -6.5% 1,561 $401K
Cresset Asset Management, LLC 0.00% Reduce -4.9% 1,542 $396K
BDFS Capital LLC 0.20% — 1,528 $392K
Focus Partners Wealth 0.00% Reduce -33.6% 1,527 $392K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 1,450 $372K
Merit Financial Group, LLC 0.00% New 1,439 $369K
Jones Financial Companies LLLP 0.00% Add +1.9% 1,437 $369K
OneDigital Investment Advisors LLC 0.00% Reduce -6.1% 1,436 $369K
Aster Capital Management (DIFC) Ltd 0.16% New 1,425 $366K
Sendero Wealth Management, LLC 0.04% No change 1,424 $366K
Empowered Funds, LLC 0.01% Reduce -2.1% 1,395 $358K
OneAscent Investment Solutions LLC 0.38% No change 1,385 $356K
Waratah Capital Advisors Ltd. 0.03% No change 1,385 $356K
Fiduciary Trust Co 0.00% Reduce -0.1% 1,371 $352K
Kestra Advisory Services, LLC 0.00% Add +10.0% 1,348 $346K
North Dakota State Investment Board 0.01% — 1,343 $345K
Qsemble Capital Management, LP 0.03% Reduce -1.1% 1,326 $340K
Fred Alger Management, LLC 0.00% Reduce -15.3% 1,300 $334K
Kingswood Wealth Advisors, LLC 0.02% Add +6.3% 1,292 $332K
LBP Am SA 0.00% New 1,289 $331K
Fox Hill Wealth Management 0.15% Reduce -0.8% 1,288 $331K
Inspire Investing, LLC 0.03% Add +6.1% 1,273 $327K
Shelton Capital Management 0.01% Reduce -7.6% 1,270 $326K
Graham Capital Management, L.P. 0.02% New 1,267 $325K
US Asset Management LLC 0.27% Add +3.4% 1,266 $325K
Abel Hall, LLC 0.07% Add +47.9% 1,245 $320K
CIBC Asset Management Inc 0.00% No change 1,233 $317K
Clearwave Capital, LLC 0.23% — 1,229 $316K
Vident Advisory, LLC 0.00% Reduce -10.2% 1,191 $306K
State of Wyoming 0.03% Reduce -60.1% 1,185 $304K
Fox Run Management, L.L.C. 0.05% Reduce -12.6% 1,175 $302K
HB Wealth Management, LLC 0.00% Add +24.7% 1,162 $298K
GHP Investment Advisors, Inc. 0.01% No change 1,143 $293K
Susquehanna International Group, LLP 0.00% Reduce -83.5% 1,138 $292K
CX Institutional 0.01% Add +0.2% 1,133 $291K
KBC Group NV 0.00% No change 1,123 $288K
Sanctuary Advisors, LLC 0.00% Add +14.8% 1,110 $285K
Spire Wealth Management 0.01% Reduce -63.1% 1,107 $284K
CENTRAL TRUST Co 0.01% Add +0.2% 1,102 $283K
Forum Financial Management, LP 0.00% Add +0.1% 1,086 $279K
Axxcess Wealth Management, LLC 0.00% No change 1,068 $274K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.6% 1,066 $274K
Cambria Investment Management, L.P. 0.02% Reduce -4.1% 1,064 $273K
111 Capital 0.06% Reduce -52.7% 1,061 $272K
&partners 0.00% Reduce -6.8% 1,052 $270K
Prelude Capital Management, LLC 0.02% New 1,051 $270K
Summit Financial, LLC 0.00% Add +1.0% 1,004 $258K
Fairvoy Private Wealth, LLC 0.06% No change 1,000 $257K
Centurion Wealth Management LLC 0.06% No change 1,000 $257K
Gallacher Capital Management LLC 0.10% Reduce -1.0% 998 $256K
Intrust Bank NA 0.02% Add +9.2% 998 $256K
Vise Technologies, Inc. 0.01% Add +27.0% 993 $255K
FORA Capital, LLC 0.03% Add +29.0% 991 $254K
TD Private Client Wealth LLC 0.01% No change 973 $250K
Argent Trust Co 0.01% No change 966 $248K
Two Sigma Securities, LLC 0.03% New 958 $246K
Claret Asset Management Corp 0.03% Reduce -0.2% 948 $243K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.4% 941 $242K
Ashton Thomas Private Wealth, LLC 0.01% Add +2.6% 934 $240K
Retirement Planning Group, LLC 0.01% Reduce -0.5% 931 $239K
HighPoint Advisor Group LLC 0.01% Add +1.9% 931 $239K
Trust Point Inc. 0.02% Reduce -10.2% 929 $239K
Exchange Traded Concepts, LLC 0.00% New 927 $238K
HBK Sorce Advisory LLC 0.01% New 809 $236K
Regions Financial Corp. 0.00% Add +1.8% 917 $235K
Beacon Capital Management, LLC 0.04% Add +0.2% 908 $233K
Dynamic Technology Lab Private Ltd 0.05% Reduce -79.7% 904 $232K
Retirement Guys Formula LLC 0.10% No change 887 $228K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.9% 878 $225K
Balboa Wealth Partners 0.04% Add +12.3% 877 $225K
Finivi Inc. 0.13% Add +3.3% 870 $223K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.1% 866 $222K
Moody Aldrich Partners LLC 0.04% Reduce -0.2% 857 $220K
OneAscent Wealth Management LLC 0.07% Reduce -6.5% 855 $220K
D'Orazio & Associates, Inc. 0.03% Reduce -0.1% 844 $217K
Verus Capital Partners, LLC 0.01% New 835 $214K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.7% 833 $214K
United Capital Financial Advisors, LLC 0.00% Add +5.7% 831 $213K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -0.6% 827 $212K
Compound Planning, Inc. 0.01% Add +4.7% 822 $211K
Profund Advisors LLC 0.01% Reduce -9.1% 809 $208K
Apollon Wealth Management, LLC 0.00% Reduce -6.0% 807 $207K
Brooklyn Investment Group 0.01% New 780 $205K
Advisory Advocates, LLC 0.20% — 796 $204K
Kohmann Bosshard Financial Services, LLC 0.02% No change 795 $204K
Krilogy Financial LLC 0.01% New 725 $204K
Independent Financial Group, LLC 0.00% No change 787 $202K
Clearstead Advisors, LLC 0.00% Add +153.5% 763 $196K
IFP Advisors, Inc 0.00% Reduce -11.7% 745 $191K
Pinnacle Wealth Planning Services, Inc. 0.02% New 684 $176K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 644 $165K
UMB Bank, n.a. 0.00% Add +13.2% 592 $152K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 585 $150K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +39.2% 550 $141K
Eurizon Capital SGR S.p.A. 0.00% — 511 $133K
Hantz Financial Services, Inc. 0.00% Add +70.7% 519 $133K
Essex Investment Management Co. LLC 0.02% No change 505 $130K
Versant Capital Management, Inc 0.02% Add +0.2% 474 $122K
SageView Advisory Group, LLC 0.00% New 459 $118K
Edmond DE Rothschild Holding S.A. 0.00% Add +9.6% 458 $118K
Parkside Financial Bank & Trust 0.01% Add +1.7% 417 $107K
Essential Partners LLC 0.03% Add +30.7% 417 $107K
CIBC Private Wealth Group LLC 0.00% Add +17.5% 410 $105K
Contravisory Investment Management, Inc. 0.02% Reduce -26.5% 382 $98K
Huntington National Bank 0.00% Add +3.3% 381 $98K
Allworth Financial LP 0.00% Add +121.6% 339 $87K
Harbor Investment Advisory, LLC 0.01% No change 321 $82K
Danske Bank A/S 0.00% No change 300 $77K
Parallel Advisors, LLC 0.00% Add +39.5% 272 $70K
First Horizon Corp. 0.00% Add +48.9% 268 $69K
Greenline Wealth Management LLC 0.07% — 268 $69K
Toth Financial Advisory Corp. 0.01% No change 204 $52K
Smartleaf Asset Management LLC 0.00% Add +78.8% 177 $46K
Los Angeles Capital Management LLC 0.00% New 180 $46K
Maseco LLP 0.00% No change 152 $39K
Nomura Asset Management Co. Ltd. 0.00% No change 150 $39K
Smithfield Trust Co 0.00% No change 135 $35K
V-Square Quantitative Management LLC 0.00% New 133 $34K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.0% 128 $33K
Anchor Investment Management, LLC 0.00% New 125 $32K
Lanark Financial, Inc. 0.00% Reduce -46.9% 120 $31K
Root Financial Partners, LLC 0.00% Add +16.7% 119 $31K
Key Financial Inc 0.01% No change 115 $30K
Covestor Ltd 0.02% No change 112 $29K
Vega Investment Solutions 0.00% — 112 $29K
TD Capital Management LLC 0.00% No change 103 $26K
Torren Management, LLC 0.01% — 96 $25K
NFSG Corp 0.00% New 90 $23K
Rothschild Investment LLC 0.00% Add +1157.1% 88 $23K
Miller Capital Partners, Inc. 0.01% — 83 $21K
Wellington-Altus USA Inc. 0.01% — 79 $20K
Bell Investment Advisors, Inc 0.00% No change 63 $16K
Signature Equity Partners, LLC 0.01% — 49 $12K
Quent Capital, LLC 0.00% Add +20.0% 48 $12K
Transamerica Financial Advisors, LLC 0.00% Reduce -39.1% 42 $11K
Arax Advisory Partners 0.00% Reduce -92.5% 40 $10K
Signaturefd, LLC 0.00% Reduce -20.0% 40 $10K
Global Retirement Partners, LLC 0.00% No change 39 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -22.0% 39 $10K
Private Wealth Management Group, LLC 0.00% No change 36 $9K
Basecamp Wealth Advisors LLC 0.00% — 34 $9K
Farmers & Merchants Investments Inc. 0.00% Add +3.1% 33 $8K
Abound Wealth Management 0.00% New 30 $8K
Activest Wealth Management 0.00% New 29 $7K
High Note Wealth, LLC 0.00% No change 24 $6K
Capital Analysts, LLC 0.00% No change 24 $6K
LRI Investments, LLC 0.00% Reduce -14.8% 23 $6K
Retirement Wealth Solutions LLC 0.00% No change 23 $6K
IMA Advisory Services, Inc. 0.00% New 22 $6K
Estate Planners Group, LLC 0.00% — 21 $5K
SJS Investment Consulting Inc. 0.00% Add +300.0% 20 $5K
CoreCap Advisors, LLC 0.00% Add +42.9% 20 $5K
Elyxium Wealth, LLC 0.00% New 18 $5K
Altshuler Shaham Ltd 0.00% New 16 $4K
Motiv8 Investments LLC 0.00% New 14 $4K
Brown Brothers Harriman & Co. 0.00% New 15 $4K
Cape Investment Advisory, Inc. 0.00% No change 13 $3K
Quarry LP 0.00% Reduce -97.2% 13 $3K
Sunbelt Securities, Inc. 0.00% No change 13 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 12 $3K
Flagship Harbor Advisors, LLC 0.00% New 12 $3K
Westfuller Advisors, LLC 0.00% No change 10 $3K
Rialto Wealth Management, LLC 0.00% Add +11.1% 10 $3K
Bogart Wealth, LLC 0.00% No change 10 $3K
Fortitude Family Office, LLC 0.00% Reduce -10.0% 9 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $2K
N.E.W. Advisory Services LLC 0.00% No change 9 $2K
Cromwell Holdings LLC 0.00% No change 8 $2K
Aventura Private Wealth, LLC 0.00% No change 8 $2K
Salomon & Ludwin, LLC 0.00% No change 7 $2K
Wolff Wiese Magana LLC 0.00% No change 7 $2K
Webster Bank, N. A. 0.00% No change 7 $2K
Montag A & Associates Inc. 0.00% New 7 $2K
Rakuten Securities, Inc. 0.00% New 6 $2K
Rossby Financial, LCC 0.00% New 6 $2K
Creative Financial Designs Inc. 0.00% Reduce -53.9% 6 $2K
True Wealth Design, LLC 0.00% Reduce -16.7% 5 $1K
Park Place Capital Corp 0.00% No change 5 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 5 $1K
Kilter Group LLC 0.00% No change 4 $1K
Atlas Capital Advisors Inc. 0.00% — 4 $1K
Toronto Dominion Bank 0.00% New 4 $977
HFM Investment Advisors, LLC 0.00% No change 3 $771
Manchester Capital Management LLC 0.00% No change 3 $771
Physician Wealth Advisors, Inc. 0.00% Reduce -62.5% 3 $771
Cornerstone Financial Management LLC 0.00% — 3 $770
Bay Harbor Wealth Management, LLC 0.00% Reduce -25.0% 3 $770
National Bank of Canada 0.00% New 3 $742
Larson Financial Group LLC 0.00% No change 2 $518
Financial Management Professionals, Inc. 0.00% No change 2 $514
SouthState Bank Corp 0.00% No change 2 $514
Cornerstone Planning Group LLC 0.00% No change 2 $513
Rosenberg Matthew Hamilton 0.00% No change 1 $257
Harbour Investments, Inc. 0.00% New 1 $257
TFC Financial Management, Inc. 0.00% No change 1 $257
SBI Securities Co., Ltd. 0.00% No change 1 $257
Dunhill Financial, LLC 0.00% New 1 $206
Avion Wealth 0.00% No change 2 $0
MidFirst Bank 0.00% — 1,125 $0

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