Applied Industrial Technologies (AIT) Ownership

245.03 ↑6.42 (2.69%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Applied Industrial Technologies (AIT), owning a total of 5.1 million shares. Combined, the top 31 institutional holders of AIT own 77.01% of the company with a total of 29.6 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of AIT by 25 thousand shares. 7 institutions bought 661,372 total additional shares and increased their ownership by an average of 26.99%. However 10 institutions sold 686,622 total shares and decreased their ownership by an average of 7.14%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Applied Industrial Technologies decreased by a net total of -25,250 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.985%	-0.213%	4,607,907	-9,841	2024-09-30
FMR Inc	5.057%	-7.406%	1,944,143	-155,499	2024-09-30
State Street Corp	3.748%	2.425%	1,441,051	34,113	2024-09-30
JPMorgan Chase & Co	3.101%	-10.722%	1,192,048	-143,160	2024-09-30
Amvescap Plc.	3.085%	35.224%	1,186,086	308,960	2024-09-30
Geode Capital Management, LLC	2.706%	4.070%	1,040,389	40,689	2024-09-30
Dimensional Fund Advisors, Inc.	2.203%	-4.877%	847,127	-43,430	2024-09-30
Fuller & Thaler Asset Management Inc	1.748%	0.892%	671,957	5,939	2024-09-30
Macquarie Group Ltd	1.740%	-22.166%	669,071	-190,542	2024-09-30
BTIM Corp	1.498%	-8.711%	575,955	-54,960	2024-09-30
Charles Schwab Investment Management Inc	1.481%	0.687%	569,317	3,887	2024-09-30
Capital Research Global Investors	1.460%	0.000%	561,259	0	2024-09-30
Fiduciary Management, Inc. of Milwaukee	1.380%	-0.112%	530,570	-597	2024-09-30
Wellington Management Company LLP	1.373%	-8.105%	527,863	-46,558	2024-09-30
Northern Trust Corp	1.181%	-1.365%	454,040	-6,284	2024-09-30
Alyeska Investment Group, L.P.	1.138%	8.863%	437,491	35,617	2024-09-30
Allspring Global Investments Holdings, LLC	1.116%	-7.693%	428,990	-35,751	2024-09-30
Brown Advisory Holdings Inc	1.046%	136.751%	401,941	232,167	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.346%	8.606%	5,131,032	406,582	2024-06-30
Vanguard Group Inc	11.985%	-0.213%	4,607,907	-9,841	2024-09-30
FMR Inc	5.057%	-7.406%	1,944,143	-155,499	2024-09-30
State Street Corp	3.748%	2.425%	1,441,051	34,113	2024-09-30
State Street Corporation	3.640%	-3.746%	1,398,174	-54,411	2024-03-31
JPMorgan Chase & Co	3.101%	-10.722%	1,192,048	-143,160	2024-09-30
Amvescap Plc.	3.085%	35.224%	1,186,086	308,960	2024-09-30
Geode Capital Management, LLC	2.706%	4.070%	1,040,389	40,689	2024-09-30
Dimensional Fund Advisors, Inc.	2.203%	-4.877%	847,127	-43,430	2024-09-30
Fuller & Thaler Asset Management Inc	1.748%	0.892%	671,957	5,939	2024-09-30
Macquarie Group Ltd	1.740%	-22.166%	669,071	-190,542	2024-09-30
Morgan Stanley - Brokerage Accounts	1.587%	-25.622%	610,132	-210,184	2024-06-30
BTIM Corp	1.498%	-8.711%	575,955	-54,960	2024-09-30
Charles Schwab Investment Management Inc	1.481%	0.687%	569,317	3,887	2024-09-30
Capital Research Global Investors	1.460%	0.000%	561,259	0	2024-09-30
Victory Capital Management Inc.	1.425%	-23.167%	551,054	-166,154	2023-09-30
Fiduciary Management, Inc. of Milwaukee	1.380%	-0.112%	530,570	-597	2024-09-30
Wellington Management Company LLP	1.373%	-8.105%	527,863	-46,558	2024-09-30
NORGES BANK	1.231%	12.812%	473,198	53,739	2024-06-30
Ameriprise Financial Inc	1.218%	-1.035%	470,127	-4,918	2023-12-31
Goldman Sachs Group Inc	1.190%	12.789%	457,548	51,879	2024-06-30
Northern Trust Corp	1.181%	-1.365%	454,040	-6,284	2024-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.152%	25.247%	445,276	89,758	2023-09-30
Alyeska Investment Group, L.P.	1.138%	8.863%	437,491	35,617	2024-09-30
Nuveen Asset Management, LLC	1.124%	-10.087%	433,951	-48,684	2023-12-31
Allspring Global Investments Holdings, LLC	1.116%	-7.693%	428,990	-35,751	2024-09-30
Palisade Capital Management LLc	1.107%	-1.232%	427,238	-5,329	2024-03-31
Bank of New York Mellon Corp	1.097%	0.199%	421,778	838	2024-06-30
Brown Advisory Holdings Inc	1.046%	136.751%	401,941	232,167	2024-09-30
Frontier Capital Management CO Inc	0.971%	10.106%	374,900	34,411	2022-09-30
Royal Bank of Canada	0.875%	-1.452%	337,411	-4,971	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Applied Industrial Technologies (AIT), owning a total of 2.6 million shares. Combined, the top 46 mutual fund holders of AIT own 69.19% of the company with a total of 26.7 million shares.

In the latest ownership report on November 30th 2024, the top 46 fund holders increased their combined ownership of AIT by 16 thousand shares. 4 funds bought 22,391 total additional shares and increased their ownership by an average of 1.22%. However 1 funds sold 6,301 total shares and decreased their ownership by an average of 0.52%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Applied Industrial Technologies increased by a net total of 16,090 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.204%	0.000%	1,231,959	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.143%	-0.519%	1,208,388	-6,301	2024-11-30
iShares Russell 2000 ETF	2.809%	0.000%	1,079,863	0	2024-11-30
Vanguard Small Cap Index	2.518%	0.592%	967,964	5,700	2024-11-30
Vanguard Small Cap Value Index Inv	1.702%	0.658%	654,248	4,276	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	0.545%	572,897	3,106	2024-11-30
iShares Russell 2000 Growth ETF	0.904%	0.000%	347,497	0	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.809%	3.085%	311,016	9,309	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.820%	0.131%	2,637,155	3,456	2024-02-29
Sapphire Star Capital Mid Cap Growth	3.724%	177,837.000%	1,443,071	1,442,260	2023-06-30
iShares Core S&P Mid-Cap ETF	3.204%	0.000%	1,231,959	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.143%	-0.519%	1,208,388	-6,301	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.075%	1.482%	1,191,790	17,408	2023-03-31
iShares Russell 2000 ETF	2.809%	0.000%	1,079,863	0	2024-11-30
Vanguard Small Cap Index	2.518%	0.592%	967,964	5,700	2024-11-30
American Funds SMALLCAP World A	2.157%	0.000%	829,363	0	2024-09-30
Fuller & Thaler Small-Cap Value	1.898%	2.769%	733,616	19,766	2022-12-31
Delaware US Small Cap Core Equity (SMA)	1.811%	-1.157%	694,775	-8,131	2024-03-31
Macquarie US Small Cap Core Equity	1.811%	-1.157%	694,775	-8,131	2024-03-31
Vanguard Small Cap Value Index Inv	1.702%	0.658%	654,248	4,276	2024-11-30
FullerThaler Behavioral Sm-Cp Eq R6	1.658%	1.007%	637,300	6,355	2024-09-30
FullerThaler Behavioral Small-Cap Equity	1.641%	0.000%	630,945	0	2024-08-31
Fuller & Thaler Behavrl Small-Cap Value	1.616%	-4.860%	626,433	-32,000	2023-08-31
Undiscovered Managers Behavioral Val L	1.522%	0.000%	589,719	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	0.545%	572,897	3,106	2024-11-30
Vanguard Extended Market Index Investor	1.381%	-0.018%	535,112	-94	2023-08-31
Victory Sycamore Small Company Opp R	1.321%	-40.351%	510,000	-345,000	2022-12-31
Victory Small Cap Value CIT (Net 75)	1.321%	-40.351%	510,000	-345,000	2022-12-31
Delaware Small Cap Core I	1.316%	0.000%	506,061	0	2024-10-31
Fidelity® Small Cap Growth	1.129%	-0.121%	437,741	-531	2023-10-31
Fidelity Small Cap Growth	1.093%	0.000%	420,086	0	2024-09-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.074%	0.000%	415,775	0	2023-09-30
Fuller & Thaler Behavioral Small-Cap Eq	1.073%	0.000%	415,775	0	2023-11-30
Fidelity Small Cap Index	1.018%	-0.637%	391,202	-2,507	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.986%	0.000%	381,235	0	2024-02-29
Fidelity® Small Cap Index	0.959%	2.787%	371,810	10,081	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.905%	0.020%	349,816	71	2024-02-29
iShares Russell 2000 Growth ETF	0.904%	0.000%	347,497	0	2024-11-30
First Trust RBA Amer Indl RenaisTM ETF	0.874%	0.600%	335,866	2,004	2024-11-28
Invesco S&P MidCap Quality ETF	0.823%	0.319%	316,379	1,007	2024-11-29
Vanguard Explorer Inv	0.822%	11.582%	315,875	32,787	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.809%	3.085%	311,016	9,309	2024-11-30
Vanguard Tax-Managed Small Cap Adm	0.786%	0.000%	303,948	0	2024-02-29
Palisade Small Cap Core Equity	0.784%	-13.323%	303,828	-46,699	2023-09-30
Fidelity VIP Mid Cap Initial	0.787%	0.000%	301,800	0	2024-07-31
JPM US Small Cap Core-Composite	0.773%	-4.824%	297,184	-15,061	2024-06-30
JPM Small Cap Equity-MA	0.773%	8,776.460%	297,184	293,836	2024-06-30
JPMorgan Small Cap Growth A	0.772%	-5.944%	296,712	-18,750	2024-10-31
FMI Common Stock Investor	0.728%	0.000%	280,000	0	2024-09-30
Invesco Discovery A	0.717%	0.000%	276,934	0	2024-04-30
JPMorgan Small Cap Equity A	0.681%	-1.585%	261,936	-4,219	2024-08-31
Strategic Advisers Fidelity US TtlStk	0.671%	7.364%	257,987	17,695	2024-08-31
American Century U.S. Small Cap Growth	0.655%	0.000%	251,864	0	2024-09-30
American Century Small Cap Growth Inv	0.655%	0.000%	251,864	0	2024-09-30