Applied Industrial Ownership | Who Owns Applied Industrial?
Applied Industrial Ownership Summary
Applied Industrial is owned by 92.25% institutional investors, 0.97% insiders, and 6.78% retail investors. Blackrock is the largest institutional shareholder, holding 13.27% of AIT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Applied Industrial shares.
AIT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Applied Industrial | 92.25% | 0.97% | 6.78% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.13M | 13.27% | $995.42M |
| Vanguard group | 4.62M | 11.94% | $895.84M |
| Fmr | 2.10M | 5.43% | $407.33M |
| State street | 1.41M | 3.64% | $272.95M |
| Jpmorgan chase | 1.34M | 3.45% | $259.03M |
| Geode capital management | 999.70K | 2.58% | $193.98M |
| Dimensional fund advisors lp | 890.56K | 2.30% | $172.77M |
| Invesco | 877.13K | 2.27% | $170.16M |
| Macquarie group | 859.61K | 2.22% | $166.76M |
| Fuller & thaler asset management | 666.02K | 1.72% | $129.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grace & white inc /ny | 154.32K | 5.62% | $29.94M |
| Dundas partners llp | 241.26K | 4.42% | $56.94M |
| Value management | 102.70K | 3.64% | $19.92M |
| Premier fund managers | 252.11K | 1.95% | $48.67M |
| Pier capital | 56.87K | 1.64% | $11.03M |
| Lisanti capital growth | 35.08K | 1.64% | $6.81M |
| Vela investment management | 25.94K | 1.56% | $5.03M |
| Palisade capital management, lp | 280.81K | 1.48% | $54.48M |
| Hennessy advisors | 180.80K | 1.33% | $35.08M |
| Fruth investment management | 21.64K | 1.14% | $4.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 473.20K | 0.01% | 473.20K |
| Blackrock | 5.13M | 0.02% | 406.58K |
| Dundas partners llp | 241.26K | 4.42% | 241.26K |
| Brown advisory | 169.77K | 0.04% | 167.52K |
| Invesco | 877.13K | 0.04% | 140.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Palisade capital management, lp | 280.81K | 1.48% | -146.43K |
| Driehaus capital management | 103.83K | 0.19% | -117.35K |
| Morgan stanley | 305.07K | 0.00% | -105.09K |
| Acadian asset management | 180.14K | 0.11% | -96.02K |
| Millennium management | 95.37K | 0.01% | -81.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 473.20K | 0.01% | 473.20K | $91.80M |
| Dundas partners llp | 241.26K | 4.42% | 241.26K | $56.94M |
| F/m investments | 80.45K | 0.57% | 80.45K | $15.69M |
| Corebridge financial | 69.22K | 0.07% | 69.22K | $13.43M |
| Mirae asset global etfs | 19.52K | 0.01% | 19.52K | $3.79M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Horizon investments | -5.00 |
| Tyler-stone wealth management | -7.00 |
| Abich financial wealth management | -10.00 |
| Ulland investment advisors | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 453 | 5.10% | 35,423,198 | -1.29% | 92 | 1.07% | 211 | 8.21% | 169 | 6.29% |
| Jun 30, 2024 | 426 | 0.24% | 35,880,338 | 0.91% | 92 | 1.10% | 193 | -7.21% | 159 | 10.42% |
| Mar 31, 2024 | 425 | 9.54% | 35,558,220 | -2.00% | 91 | 1.05% | 208 | 11.83% | 144 | -0.69% |
| Dec 31, 2023 | 388 | 1.31% | 36,282,964 | 1.01% | 93 | 1.09% | 186 | -1.59% | 145 | 9.02% |
| Sep 30, 2023 | 383 | 7.28% | 35,921,911 | -0.64% | 92 | 1.06% | 189 | 13.17% | 133 | 11.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.21M | 3.16% | -4.07K |
| iShares Core S&P Mid-Cap ETF | 1.21M | 3.14% | 656.00 |
| iShares Russell 2000 ETF | 995.54K | 2.59% | -2.24K |
| Vanguard Small Cap Index | 962.26K | 2.50% | 1.90K |
| American Funds SMALLCAP World A | 829.36K | 2.16% | - |
| Vanguard Small Cap Value Index Inv | 649.97K | 1.69% | -224.00 |
| FullerThaler Behavioral Small-Cap Equity | 630.95K | 1.64% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 630.95K | 1.64% | 66.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 569.79K | 1.48% | -3.96K |
| Delaware Small Cap Core I | 506.06K | 1.32% | -3.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | Hall Mary Dean | - | Sell | $605.17K |
| Nov 27, 2024 | Hoffner Warren E III | VP, General Mgr-Fluid Power | Sell | $1.13M |
| Aug 30, 2024 | Loring Kurt W. | VP-Chief HR Officer | Sell | $986.66K |
| Aug 23, 2024 | Loring Kurt W. | VP-Chief HR Officer | Sell | $703.56K |
| Aug 21, 2024 | Schrimsher Neil A | President and CEO | Sell | $4.34M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 1 |
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