Ranked by reported Q2 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. | 4.0M | $1.34B | +3.0% | 10.696% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $714.0M | -0.5% | 5.713% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $563.7M | -0.2% | 4.510% | 0.01% |
| 4 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $451.6M | +46.1% | 3.635% | 0.16% |
| 5 | STATE STREET CORP | 1.2M | $414.5M | +1.6% | 3.317% | 0.01% |
| 6 | FIRST TRUST ADVISORS LP | 1.0M | $340.6M | +2.9% | 2.725% | 0.20% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 939K | $317.7M | +4.3% | 2.542% | 0.02% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 894K | $302.2M | +58.8% | 2.418% | 0.82% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 721K | $243.8M | -0.0% | 1.951% | 0.04% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 632K | $213.6M | -16.3% | 1.709% | 0.04% |
| 11 | NORGES BANK | 580K | $196.0M | — | 1.569% | 0.02% |
| 12 | FMR LLC | 574K | $194.2M | +13.4% | 1.554% | 0.01% |
| 13 | TWO SIGMA INVESTMENTS, LP | 519K | $175.5M | +5.9% | 1.404% | 0.13% |
| 14 | Alyeska Investment Group, L.P. | 503K | $170.1M | -16.5% | 1.361% | 0.44% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 491K | $168.3M | +64.0% | 1.329% | 0.05% |
| 16 | Capital Research Global Investors | 462K | $156.3M | -6.2% | 1.250% | 0.02% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 459K | $155.2M | -2.4% | 1.242% | 0.02% |
| 18 | Invesco Ltd. | 443K | $149.8M | +18.1% | 1.198% | 0.01% |
| 19 | Boston Trust Walden Corp | 427K | $144.5M | -2.8% | 1.156% | 1.10% |
| 20 | JPMORGAN CHASE & CO | 430K | $144.4M | -16.9% | 1.165% | 0.01% |
| 21 | Capital World Investors | 406K | $137.3M | +8.6% | 1.099% | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 364K | $122.9M | +27.3% | 0.984% | 0.01% |
| 23 | MORGAN STANLEY | 360K | $121.8M | +1.0% | 0.975% | 0.01% |
| 24 | Capital International Investors | 320K | $108.2M | +0.9% | 0.866% | 0.02% |
| 25 | NORTHERN TRUST CORP | 309K | $104.5M | +2.6% | 0.836% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AIT — a direct measure of their conviction.
Filings activity in AIT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new AIT position in Q2 2026
Institutions that fully closed their AIT position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 616 | +6.4% | 95.17% | +0.87 pp | $11.27B | +29% |
| Q1 2026 | 579 | +6.0% | 94.30% | +0.28 pp | $8.76B | +1.8% |
| Q4 2025 | 546 | +2.6% | 94.02% | +2.44 pp | $8.61B | 0.8% |
| Q3 2025 | 532 | +2.3% | 91.58% | 2.28 pp | $8.67B | +11% |
| Q2 2025 | 520 | +5.9% | 93.86% | 4.10 pp | $7.84B | 0.1% |
| Q1 2025 | 491 | +1.4% | 97.96% | +4.94 pp | $7.85B | 3.8% |
| Q4 2024 | 484 | +11% | 93.02% | +1.23 pp | $8.15B | +8.2% |
| Q3 2024 | 435 | — | 91.79% | — | $7.53B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AIT stock.
Based on Q2 2026 13F filings, institutional ownership of Applied Industrial Technologies, Inc. stands at 95.2%, held across 616 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AIT, with approximately 3,953,290 shares worth $1.34B as of Q2 2026.
Yes — 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 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in AIT during Q2 2026, while 52 fully exited. 449 added to existing positions and 63 trimmed.
AIT institutional ownership rose by 0.87 percentage points quarter-over-quarter, with a net change of +37 holders.
The top 10 institutions account for 43.5% of all reported 13F value in AIT, and the top 25 account for 63.4%.
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