APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) — Institutional Holders, Q2 2026

624 institutional investment managers reported a AIT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AIT stock profile

AIT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

228

Trimmed

211

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +423,786 sh+$143.3M
FULLER & THALER ASSET MANAGEMENTAdded · +331,034 sh+$111.9M
Zurich Insurance Group LtdNew · +233,609 sh+$79.0M
MASSACHUSETTS FINANCIAL SERVICESAdded · +191,778 sh+$64.8M
BlackRockAdded · +114,726 sh+$38.8M

Biggest sellers

UBS Group AGTrimmed · -234,230 sh-$79.2M
FIDUCIARY MANAGEMENTSold out · -205,928 sh-$69.6M
Durable Capital PartnersTrimmed · -134,531 sh-$45.5M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -122,998 sh-$41.6M
Fiera CapitalTrimmed · -106,064 sh-$35.9M

AIT 13F holders ranked 1–100 of 624

Institutional investors reporting a position in APPLIED INDUSTRIAL TECHNOLOGIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 3,953,290 sh	3,953,290	$1.3B	0.02%	+3.0%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 2,111,426 sh	2,111,426	$714.0M	0.03%	-0.5%
3	VANGUARD CAPITAL MANAGEMENT#3 · 1,666,903 sh	1,666,903	$563.7M	0.01%	-0.2%
4	AQR CAPITAL MANAGEMENT#4 · 1,343,397 sh	1,343,397	$451.6M	0.16%	+46.1%
5	STATE STREET#5 · 1,225,877 sh	1,225,877	$414.5M	0.01%	+1.5%
6	FIRST ADVISORS#6 · 1,007,223 sh	1,007,223	$340.6M	0.20%	+2.9%
7	GEODE CAPITAL MANAGEMENT#7 · 939,318 sh	939,318	$317.7M	0.02%	+4.3%
8	FULLER & THALER ASSET MANAGEMENT#8 · 893,709 sh	893,709	$302.2M	0.82%	+58.8%
9	DIMENSIONAL FUND ADVISORS#9 · 720,985 sh	720,985	$243.8M	0.04%	0.0%
10	WELLINGTON MANAGEMENT GROUP LLP#10 · 631,562 sh	631,562	$213.6M	0.04%	-16.3%
11	NORGES BANK#11 · 579,746 sh	579,746	$196.0M	0.02%	—
12	FMR#12 · 574,402 sh	574,402	$194.2M	<0.01%	+13.4%
13	TWO SIGMA INVESTMENTS#13 · 519,066 sh	519,066	$175.5M	0.13%	+5.9%
14	Alyeska Investment Group, L.P.#14 · 503,070 sh	503,070	$170.1M	0.44%	-16.5%
15	MASSACHUSETTS FINANCIAL SERVICES#15 · 491,374 sh	491,374	$168.3M	0.05%	+64.0%
16	Capital Research Global Investors#16 · 462,155 sh	462,155	$156.3M	0.02%	-6.2%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 458,994 sh	458,994	$155.2M	0.02%	-2.4%
18	PRICE T ROWE ASSOCIATES#18 · 456,236 sh	456,236	$154.3M	0.02%	+20.1%
19	Invesco Ltd.#19 · 442,909 sh	442,909	$149.8M	0.01%	+18.1%
20	Boston Walden#20 · 427,345 sh	427,345	$144.5M	1.10%	-2.8%
21	JPMORGAN CHASE#21 · 430,495 sh	430,495	$144.4M	<0.01%	-16.9%
22	Capital World Investors#22 · 406,126 sh	406,126	$137.3M	0.02%	+8.7%
23	GOLDMAN SACHS GROUP#23 · 363,562 sh	363,562	$122.9M	0.01%	+27.3%
24	MORGAN STANLEY#24 · 360,287 sh	360,287	$121.8M	<0.01%	+1.0%
25	Capital International Investors#25 · 319,903 sh	319,903	$108.2M	0.02%	+0.9%
26	NORTHERN#26 · 309,022 sh	309,022	$104.5M	0.01%	+2.6%
27	WESTFIELD CAPITAL MANAGEMENT#27 · 285,691 sh	285,691	$96.6M	0.32%	-1.2%
28	FEDERATED HERMES#28 · 281,663 sh	281,663	$95.2M	0.14%	-6.7%
29	UBS Group AG#29 · 278,290 sh	278,290	$94.1M	0.01%	-45.7%
30	Bank of New York Mellon#30 · 277,013 sh	277,013	$93.7M	0.02%	-4.6%
31	FRANKLIN RESOURCES#31 · 272,817 sh	272,817	$92.3M	0.02%	-0.1%
32	GW&K Investment Management#32 · 257,886 sh	257,886	$87.2M	0.68%	-5.0%
33	THRIVENT FINANCIAL FOR LUTHERANS#33 · 234,862 sh	234,862	$79.4M	0.13%	-0.1%
34	VANGUARD FIDUCIARY#34 · 233,889 sh	233,889	$79.1M	0.02%	+1.2%
35	Zurich Insurance Group Ltd#35 · 233,609 sh	233,609	$79.0M	0.55%	New
36	Artisan Partners Limited Partnership#36 · 223,025 sh	223,025	$75.4M	0.12%	+26.6%
37	BANK OF AMERICA#37 · 209,813 sh	209,813	$70.9M	<0.01%	-16.2%
38	BROWN ADVISORY#38 · 209,412 sh	209,412	$70.8M	0.11%	-10.9%
39	Allspring Global Investments#39 · 211,835 sh	211,835	$70.3M	0.11%	-18.5%
40	AMERICAN CENTURY COMPANIES#40 · 203,665 sh	203,665	$68.9M	0.03%	+0.8%
41	NEW YORK STATE COMMON RETIREMENT FUND#41 · 197,123 sh	197,123	$66.7M	0.08%	+9.5%
42	Amundi#42 · 195,245 sh	195,245	$66.0M	0.02%	+11.6%
43	MILLENNIUM MANAGEMENT#43 · 194,872 sh	194,872	$65.9M	0.02%	-12.0%
44	ALLIANCEBERNSTEIN L.P.#44 · 245,433 sh	245,433	$65.1M	0.02%	-7.7%
45	Qube Research & Technologies Ltd#45 · 187,858 sh	187,858	$63.5M	0.06%	-32.1%
46	AMERIPRISE FINANCIAL#46 · 165,832 sh	165,832	$56.1M	0.01%	+1.1%
47	Durable Capital Partners#47 · 162,070 sh	162,070	$54.8M	0.53%	-45.4%
48	Nuveen#48 · 157,853 sh	157,853	$53.4M	0.01%	+1.7%
49	NOMURA ASSET MANAGEMENT INTERNATIONAL#49 · 155,895 sh	155,895	$52.7M	0.08%	-26.5%
50	BNP PARIBAS FINANCIAL MARKETS#50 · 152,887 sh	152,887	$51.7M	0.02%	+9.2%
51	Robeco Schweiz AG#51 · 150,522 sh	150,522	$50.9M	—	-2.9%
52	NORDEA INVESTMENT MANAGEMENT AB#52 · 148,046 sh	148,046	$50.1M	0.04%	-5.1%
53	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#53 · 146,501 sh	146,501	$49.5M	0.07%	-2.5%
54	EVENTIDE ASSET MANAGEMENT#54 · 143,966 sh	143,966	$48.6M	0.65%	+18.7%
55	Fiera Capital#55 · 141,542 sh	141,542	$47.9M	0.17%	-42.8%
56	VOYA INVESTMENT MANAGEMENT#56 · 139,564 sh	139,564	$47.2M	0.04%	-5.8%
57	GRACE & WHITE#57 · 139,153 sh	139,153	$47.1M	—	-1.4%
58	EULAV Asset Management#58 · 134,740 sh	134,740	$45.6M	—	+1.5%
59	PRINCIPAL FINANCIAL GROUP#59 · 130,450 sh	130,450	$44.1M	0.02%	-1.0%
60	SEGALL BRYANT & HAMILL#60 · 128,763 sh	128,763	$43.5M	0.52%	+64.3%
61	Handelsbanken Fonder AB#61 · 127,233 sh	127,233	$43.0M	0.12%	-18.4%
62	ACADIAN ASSET MANAGEMENT#62 · 124,461 sh	124,461	$42.1M	0.05%	-2.6%
63	LOOMIS SAYLES & L P#63 · 113,058 sh	113,058	$38.2M	0.05%	-6.8%
64	RAYMOND JAMES FINANCIAL#64 · 111,546 sh	111,546	$37.7M	0.01%	-14.3%
65	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#65 · 111,181 sh	111,181	$37.6M	0.13%	0.0%
66	DRIEHAUS CAPITAL MANAGEMENT#66 · 106,981 sh	106,981	$36.2M	0.21%	+74.1%
67	Toroso Investments#67 · 105,068 sh	105,068	$35.5M	0.06%	+9.1%
68	RHUMBLINE ADVISERS#68 · 104,826 sh	104,826	$35.4M	0.03%	+1.8%
69	VOLORIDGE INVESTMENT MANAGEMENT#69 · 99,525 sh	99,525	$33.7M	0.14%	+9.3%
70	ADAGE CAPITAL PARTNERS GP, L.L.C.#70 · 98,854 sh	98,854	$33.4M	0.05%	-44.2%
71	WCM INVESTMENT MANAGEMENT#71 · 99,840 sh	99,840	$33.4M	0.06%	-22.7%
72	TimesSquare Capital Management#72 · 98,550 sh	98,550	$33.3M	0.49%	-17.4%
73	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#73 · 93,846 sh	93,846	$31.7M	<0.01%	-23.1%
74	VALUE MANAGEMENT#74 · 92,698 sh	92,698	$31.3M	5.24%	0.0%
75	ProShare Advisors#75 · 91,391 sh	91,391	$30.9M	0.04%	-0.2%
76	PALISADE CAPITAL MANAGEMENT#76 · 91,367 sh	91,367	$30.9M	1.35%	-50.6%
77	DF DENT#77 · 90,968 sh	90,968	$30.8M	0.58%	+0.8%
78	MUTUAL OF AMERICA CAPITAL MANAGEMENT#78 · 89,714 sh	89,714	$30.3M	—	-6.4%
79	RMB Capital Management#79 · 87,796 sh	87,796	$29.7M	0.46%	+5.8%
80	OP Asset Management Ltd#80 · 87,703 sh	87,703	$29.7M	0.32%	+39.3%
81	BESSEMER GROUP#81 · 85,684 sh	85,684	$29.0M	0.04%	-27.6%
82	ENVESTNET ASSET MANAGEMENT#82 · 84,606 sh	84,606	$28.6M	<0.01%	+1.3%
83	WILLIAM BLAIR INVESTMENT MANAGEMENT#83 · 82,717 sh	82,717	$28.0M	0.08%	-4.1%
84	SEI INVESTMENTS#84 · 81,731 sh	81,731	$27.6M	0.02%	-26.8%
85	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#85 · 79,980 sh	79,980	$27.0M	0.02%	+6.0%
86	ALGERT GLOBAL#86 · 78,852 sh	78,852	$26.7M	0.32%	-0.2%
87	STRS OHIO#87 · 78,775 sh	78,775	$26.6M	0.10%	+133.9%
88	Retirement Systems of Alabama#88 · 77,645 sh	77,645	$26.3M	0.08%	-8.8%
89	Swiss National Bank#89 · 74,840 sh	74,840	$25.3M	0.01%	+0.3%
90	BANK OF NOVA SCOTIA#90 · 74,801 sh	74,801	$25.3M	0.04%	+80.2%
91	RENAISSANCE TECHNOLOGIES#91 · 72,110 sh	72,110	$24.4M	0.03%	New
92	SG Capital Management#92 · 70,718 sh	70,718	$23.9M	1.97%	-36.3%
93	Assenagon Asset Management S.A.#93 · 70,075 sh	70,075	$23.7M	—	+8.8%
94	ROYAL LONDON ASSET MANAGEMENT LTD#94 · 68,844 sh	68,844	$23.3M	0.04%	-52.3%
95	ROYCE & ASSOCIATES#95 · 62,440 sh	62,440	$21.1M	0.17%	-3.4%
96	Trexquant Investment#96 · 61,398 sh	61,398	$20.8M	0.12%	+2.0%
97	Neuberger Berman Group#97 · 59,527 sh	59,527	$20.1M	0.01%	+34.9%
98	Rockefeller Capital Management L.P.#98 · 57,793 sh	57,793	$19.5M	0.03%	-0.2%
99	BARCLAYS PLC#99 · 56,933 sh	56,933	$19.3M	<0.01%	+2.6%
100	TEMA ETFS#100 · 53,040 sh	53,040	$17.9M	—	+20.2%

Funds that sold out of AIT in Q2 2026 (52)

Held AIT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AIT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
FIDUCIARY MANAGEMENT205,928 sh	205,928	$54.6M
THORNBURG INVESTMENT MANAGEMENT56,414 sh	56,414	$15.0M
CITADEL ADVISORS40,707 sh	40,707	$10.8M
Squarepoint Ops17,250 sh	17,250	$4.6M
HEALTHCARE OF ONTARIO PENSION PLAN FUND11,800 sh	11,800	$3.1M
Campbell & Investment Adviser11,729 sh	11,729	$3.1M
Magnetar Financial11,679 sh	11,679	$3.1M
Verition Fund Management7,881 sh	7,881	$2.1M
Kovitz Investment Group Partners7,513 sh	7,513	$2.0M
Y-Intercept (Hong Kong) Ltd5,534 sh	5,534	$1.5M
Polar Asset Management Partners4,013 sh	4,013	$1.1M
Freestone Grove Partners3,823 sh	3,823	$1.0M
WBI INVESTMENTS3,247 sh	3,247	$861.5K
iSAM Funds (UK) Ltd3,156 sh	3,156	$837.4K
MARSHALL WACE, LLP3,014 sh	3,014	$799.7K
DIVERSIFIED MANAGEMENT2,835 sh	2,835	$752.2K
Octavia Wealth Advisors2,062 sh	2,062	$547.1K
nVerses Capital2,008 sh	2,008	$532.8K
MQS Management1,946 sh	1,946	$516.3K
Dundas Partners LLP1,784 sh	1,784	$473.3K
AXQ CAPITAL1,637 sh	1,637	$434.3K
Farringdon Capital, Ltd.1,568 sh	1,568	$416.0K
Qsemble Capital Management1,451 sh	1,451	$385.0K
Sendero Wealth Management1,424 sh	1,424	$377.8K
CAPSTONE INVESTMENT ADVISORS1,368 sh	1,368	$363.0K
OXFORD ASSET MANAGEMENT LLP1,286 sh	1,286	$341.2K
EntryPoint Capital1,268 sh	1,268	$336.4K
US Asset Management1,266 sh	1,266	$335.9K
State of Wyoming1,265 sh	1,265	$335.6K
Stratos Wealth Partners, LTD.1,159 sh	1,159	$307.7K
Maridea Wealth Management1,148 sh	1,148	$304.5K
Lombard Odier Asset Management (USA)1,127 sh	1,127	$299.0K
Connor, Clark & Lunn Investment Management Ltd.1,061 sh	1,061	$281.5K
Centurion Wealth Management1,000 sh	1,000	$265.3K
Polymer Capital Management (US)889 sh	889	$235.9K
Daiwa Securities Group820 sh	820	$217.6K
Walleye Trading357 sh	357	$94.7K
Root Financial Partners141 sh	141	$37.4K
VEGA INVESTMENT SOLUTIONS112 sh	112	$29.7K
Opal Wealth Advisors96 sh	96	$25.5K
Innovative Asset Advisors Group90 sh	90	$23.9K
TWIN PEAKS WEALTH ADVISORS38 sh	38	$10.1K
Golden State Equity Partners28 sh	28	$7.4K
Wealth Preservation Advisors24 sh	24	$6.4K
Caitong International Asset Management , Ltd19 sh	19	$5.0K
Richardson Capital Management13 sh	13	$3.4K
WEBSTER BANK, N. A.7 sh	7	$1.9K
Annis Gardner Whiting Capital Advisors5 sh	5	$1.3K
Vermillion Wealth Management3 sh	3	$796.00
Intentional Wealth Strategies2 sh	2	$531.00
CURIO WEALTH1 sh	1	$265.00
NATIONAL BANK OF CANADA1 sh	1	$257.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.