Applied Industrial Technologies

AIT • NYSE

Applied Industrial Technologies is a industrial - distribution company in the industrials sector on NYSE, led by David K. Wells, with a market cap of $9.9B. As of Q3 2025, 92% of shares are held by 538 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.94%.

Chief Executive OfficerDavid K. Wells

Market Cap$9.9B

Industrial - Distribution

Industrials

Employees6.4K

Websiteapplied.com

Country

United States of America

Overview

Overview of institutional ownership in AIT as of Q3 2025 with a market cap of $9.9B

All Institutions

Institutions: 538
Value Held: $9.1B
Shares Held: 34.9M
Avg Position: $16.9M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 61
Value Held: $833.9M
Shares Held: 3.2M
Avg Position: $13.7M
Median Position: $3.3M

Ownership Breakdown

Institutional (non-HF)

83.84%

$8.3B

Hedge Funds

8.46%

$833.9M

Retail & Other

7.7%

$758.6M

Based on market cap of $9.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AIT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1B 0.02% of portfolio	10.94% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$960.6M 0.02% of portfolio	9.75% 3.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$311.3M 0.01% of portfolio	3.16% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$266.4M 0.04% of portfolio	2.70% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$243.6M 0.18% of portfolio	2.47% 933.1K shares	Q2 2017 Held for 8y 5m	$134.11B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$200.9M 0.04% of portfolio	2.04% 769.4K shares	≤ Q2 2013 Held for 12y 5m+	$571.21B
C Capital International Investors Institution	-	$200.5M 0.03% of portfolio	2.03% 767.9K shares	Q3 2025 Held for 2 months	$615.90B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$188.0M 0.04% of portfolio	1.91% 720.4K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$178.9M 0.01% of portfolio	1.82% 685.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$151.0M 0.01% of portfolio	1.53% 578.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for AIT in Q3 2025

Traded: −$128.1M
Buyers: 261
Sellers: 274
Total Bought: +$738.9M
Total Sold: −$866.9M
Avg Position: $15.1M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$200.5M +767.9K shares	$200.5M 767.9K shares
B BlackRock, Inc. Institution	+$80.6M +308.7K shares	$960.6M 3.7M shares
FIRST TRUST ADVISORS LP ETF Provider	+$45.1M +172.9K shares	$243.6M 933.1K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$39.7M +152.2K shares	$200.9M 769.4K shares
UBS Group AG Institution	+$32.7M +125.2K shares	$78.2M 299.6K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$17.8M +68.5K shares	$58.2M 224.0K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$16.7M +64.0K shares	$16.7M 64.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$16.1M +61.6K shares	$21.0M 80.4K shares
Distillate Capital Partners LLC ETF Provider	+$13.3M +50.9K shares	$13.3M 50.9K shares
BARCLAYS PLC Institution	+$12.5M +47.9K shares	$26.2M 100.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Dundas Partners LLP Long Only Manager	−$68.9M −264.1K shares	$550.8K 2.1K shares
GOLDMAN SACHS GROUP INC Institution	−$62.5M −239.3K shares	$56.7M 217.3K shares
J JANE STREET GROUP, LLC Institution	−$61.7M −236.4K shares	$46.3M 177.3K shares
FMR LLC Institution	−$57.8M −221.5K shares	$144.4M 553.3K shares
JPMORGAN CHASE & CO Institution	−$33.8M −129.5K shares	$151.0M 578.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$28.3M −108.4K shares	$116.8M 447.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$25.2M −96.4K shares	$1.8M 6.9K shares
N Nuveen, LLC Institution	−$22.1M −84.8K shares	$42.7M 163.7K shares
Interval Partners, LLC Hedge Fund•Long/Short	−$22.1M −95.1K shares	Sold Off 0 shares
H HRT FINANCIAL LLC Institution	−$20.5M −78.5K shares	$17.4M 66.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AIT in Q3 2025

New Positions: 49
New Value: $242.0M
Exited Positions: 62
Exited Value: $114.9M

New Positions

Institution	Position Value
C Capital International Investors Institution	$200.5M 767.9K shares
Distillate Capital Partners LLC ETF Provider	$13.3M 50.9K shares
P PINNBROOK CAPITAL MANAGEMENT LP Hedge Fund•Global Macro	$4.9M 18.9K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$4.1M 15.8K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$3.3M 12.6K shares
CAPITAL INTERNATIONAL INC /CA/ Long Only Manager	$2.7M 10.4K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$2.3M 8.7K shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.0M 4.0K shares
L LECAP ASSET MANAGEMENT LTD Institution	$863.8K 3.3K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$626.0K 2.4K shares

Exited Positions

Institution	Previous Position
Interval Partners, LLC Hedge Fund•Long/Short	$22.1M 95.1K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$19.5M 83.7K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$9.4M 40.6K shares
A AXA Institution	$6.0M 25.9K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$5.0M 21.6K shares
X XTX Topco Ltd Institution	$5.0M 21.5K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$4.8M 20.7K shares
Q Quantessence Capital LLC Hedge Fund•Quant	$4.8M 20.5K shares
Lighthouse Investment Partners, LLC Fund of Funds	$4.8M 20.4K shares
CASTLEARK MANAGEMENT LLC Long Only Manager	$4.0M 17.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AIT as of Q3 2025

Call Positions: 5
Call Value: $22.4M
Put Positions: 5
Put Value: $5.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.5M 517.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.0M 193.0 contracts
J JANE STREET GROUP, LLC Institution	$3.8M 145.0 contracts
Walleye Trading LLC RIA/Wealth	$52.2K 2.0 contracts
D D. E. Shaw & Co., Inc. Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.3M 165.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$757.0K 29.0 contracts
Walleye Trading LLC RIA/Wealth	$234.9K 9.0 contracts
D D. E. Shaw & Co., Inc. Institution	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with AIT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	7.83% $37.7M	0.38% 144.3K shares	≤ Q2 2013 Held for 12y 5m+	$481.2M
V VALUE HOLDINGS MANAGEMENT CO. LLC Hedge Fund•Value	Timothy Joseph Curro Managing Partner	3.88% $24.2M	0.25% 92.7K shares	Q4 2016 Held for 8y 11m	$623.8M
Regents Gate Capital LLP Hedge Fund•Market Neutral	Joshua White CIO	2.89% $8.1M	0.08% 31.2K shares	Q2 2025 Held for 5 months	$281.7M
S Sapience Investments, LLC Long Only Manager	Samir (Nmn) Sikka CEO	2.27% $580.6K	0.01% 2.2K shares	Q1 2024 Held for 1y 8m	$25.5M
VELA Investment Management, LLC Long Only Manager	Roderick Hadley Dillon CEO	1.92% $6.7M	0.07% 25.5K shares	Q4 2021 Held for 3y 11m	$347.1M
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	Alison Anne Berman CEO	1.79% $58.2M	0.59% 223.1K shares	Q4 2012 Held for 12y 11m	$3.3B
Liberty Capital Management, Inc. RIA/Wealth	Kenneth John Carbaugh CEO	1.70% $9.1M	0.09% 34.7K shares	Q2 2025 Held for 5 months	$531.3M
A Ausbil Investment Management Ltd Long Only Manager	Mark Gregory Knight CEO	1.67% $3.1M	0.03% 12.2K shares	Q4 2022 Held for 2y 11m	$187.5M
Fruth Investment Management RIA/Wealth	Richard John Fruth President	1.44% $5.3M	0.05% 20.2K shares	≤ Q2 2013 Held for 12y 5m+	$367.3M
AH Lisanti Capital Growth, LLC Long Only Manager	Mary Lisanti President	1.13% $4.6M	0.05% 17.8K shares	Q2 2022 Held for 3y 5m	$410.1M

Hedge Fund Spotlight

Discover hedge funds investing in AIT

PINNBROOK CAPITAL MANAGEMENT LP

Hedge Fund • Global Macro

Portfolio ManagerZachary Mitchell Kurz

Portfolio Value: $552.3M
Positions: 116
Last Reported: Q3 2025

Sector Allocation

Position in Applied Industrial Technologies

Market Value: $4.9M
Shares Held: 18.9K
Portfolio Weight: 0.89%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 C.H. Robinson Worldwide CHRW	Integrated Freight & Logistics Industrials	$17.7M	3.21%
2 Microsoft MSFT	Software - Infrastructure Technology	$17.4M	3.16%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$15.6M	2.83%