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Security record · archived quarter

AIT

Applied Industrial Technologies, Inc. · Industrials · Industrial - Distribution

342.44 +2.0% mkt cap $12.66B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
0Δ holders
2.79MShares held
$622.96MReported value
+0New positions
−0Exits
Rising Conviction score 44/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 138 -4 25.45M $8.58B +6 −9
Q1 2026 144 +6 24.95M $6.61B +8 −3
Q4 2025 138 -2 28.20M $7.09B +1 −2
Q3 2025 23 +5 14.84M $3.87B +5 −1
Q2 2025 16 +2 13.32M $3.10B +2
Q1 2025 11 -3 4.49M $1.01B −3
Q4 2024 14 +2 4.58M $1.10B +2
Q3 2024 11 0 2.79M $622.96M
Q2 2024 11 2.63M $509.84M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 1.04M +4.1% $232.18M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 1.04M +4.1% $232.18M 0.0% ▲ Add 2 SEC ↗
3 Wellington Management 527.86K -8.1% $117.78M 0.0% ▼ Trim 2 SEC ↗
4 Wellington Management 527.86K -8.1% $117.78M 0.0% ▼ Trim 2 SEC ↗
5 Wellington Management 527.86K -8.1% $117.78M 0.0% ▼ Trim 2 SEC ↗
6 Norges Bank (passive) 442.53K -6.5% $98.74M 0.0% ▼ Trim 2 SEC ↗
7 Capital World Investors 311.80K 0.0% $69.57M 0.0% Held 2 SEC ↗
8 Millennium Management 187.98K +97.1% $41.94M 0.0% ▲ Add 2 SEC ↗
9 T. Rowe Price 103.40K +180.6% $23.07M 0.0% ▲ Add 2 SEC ↗
10 T. Rowe Price 103.40K +180.6% $23.07M 0.0% ▲ Add 2 SEC ↗
11 AQR Capital Management 82.50K +57.2% $18.24M 0.0% ▲ Add 2 SEC ↗
12 AQR Capital Management 82.50K +57.2% $18.24M 0.0% ▲ Add 2 SEC ↗
13 AQR Capital Management 82.50K +57.2% $18.24M 0.0% ▲ Add 2 SEC ↗
14 Citadel Advisors 77.02K +159.6% $17.19M 0.0% ▲ Add 2 SEC ↗
15 Citadel Advisors 77.02K +159.6% $17.19M 0.0% ▲ Add 2 SEC ↗
16 D. E. Shaw & Co. 12.62K -14.6% $2.82M 0.0% ▼ Trim 2 SEC ↗
17 Two Sigma Investments 4.61K -87.0% $1.03M 0.0% ▼ Trim 2 SEC ↗
18 Gotham Asset Management 1.79K -59.5% $400,295 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 578 holders, 34.48M shares, $8.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 18 Wells David K.

Officer · 1.81K sh · $643,439

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API