Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AIT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.8M | $1.02B | +2.3% | 10.386% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $563.1M | β | 5.743% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $443.0M | β | 4.518% | 0.01% |
| 4 | STATE STREET CORP | 1.2M | $320.3M | +1.5% | 3.266% | 0.01% |
| 5 | FIRST TRUST ADVISORS LP | 979K | $259.7M | +34.3% | 2.648% | 0.19% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 920K | $240.8M | +113.4% | 2.488% | 0.11% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 901K | $239.0M | +31.1% | 2.437% | 0.01% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 755K | $200.2M | -2.8% | 2.042% | 0.04% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 721K | $191.3M | -0.3% | 1.952% | 0.04% |
| 10 | Alyeska Investment Group, L.P. | 603K | $159.9M | +16.0% | 1.631% | 0.45% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 563K | $149.3M | -1.7% | 1.522% | 0.50% |
| 12 | UBS Group AG | 513K | $136.0M | +228.8% | 1.387% | 0.02% |
| 13 | FMR LLC | 507K | $134.4M | -8.5% | 1.371% | 0.01% |
| 14 | Capital Research Global Investors | 493K | $130.8M | +52.8% | 1.333% | 0.02% |
| 15 | TWO SIGMA INVESTMENTS, LP | 490K | $130.0M | +70.9% | 1.326% | 0.11% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 470K | $124.8M | +4.1% | 1.273% | 0.02% |
| 17 | Boston Trust Walden Corp | 439K | $116.6M | -9.2% | 1.189% | 0.96% |
| 18 | Invesco Ltd. | 375K | $99.5M | -31.3% | 1.014% | 0.02% |
| 19 | Capital World Investors | 374K | $99.2M | +7.4% | 1.011% | 0.01% |
| 20 | MORGAN STANLEY | 357K | $94.7M | +4.0% | 0.965% | 0.01% |
| 21 | Capital International Investors | 317K | $84.1M | -67.1% | 0.857% | 0.02% |
| 22 | FEDERATED HERMES, INC. | 302K | $80.1M | +40.5% | 0.817% | 0.13% |
| 23 | NORTHERN TRUST CORP | 301K | $79.9M | +1.4% | 0.815% | 0.01% |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 300K | $79.5M | β | 0.811% | 0.03% |
| 25 | Durable Capital Partners LP | 297K | $78.7M | β | 0.802% | 0.81% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AIT β a direct measure of their conviction.
Filings activity in AIT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 567 | +3.8% | 72.41% | 0.32 pp | $8.57B | 0.5% |
| Q4 2025 | 546 | +2.8% | 72.73% | 0.58 pp | $8.61B | 0.8% |
| Q3 2025 | 531 | +2.1% | 73.31% | +7.02 pp | $8.67B | +11% |
| Q2 2025 | 520 | +5.9% | 66.29% | 0.04 pp | $7.84B | 0.1% |
| Q1 2025 | 491 | +1.4% | 66.33% | 2.59 pp | $7.85B | 3.8% |
| Q4 2024 | 484 | +11% | 68.92% | +5.24 pp | $8.15B | +8.2% |
| Q3 2024 | 435 | +4.3% | 63.68% | 1.49 pp | $7.53B | 2.3% |
| Q2 2024 | 417 | β | 65.17% | β | $7.71B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AIT stock.
Based on Q1 2026 13F filings, institutional ownership of Applied Industrial Technologies, Inc. stands at 72.4%, held across 567 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AIT, with approximately 3,838,564 shares worth $1.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of AIT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AIT is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
86 institutions opened new positions in AIT during Q1 2026, while 65 fully exited. 342 added to existing positions and 134 trimmed.
AIT institutional ownership fell by 0.32 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 42.4% of all reported 13F value in AIT, and the top 25 account for 61.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Applied Industrial Technologies, Inc. (AIT) Institutional Ownership