Applied Industrial Ownership 2024 | Who Owns Applied Industrial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

92.67%

Insider Ownership

1.24%

Retail Ownership

6.10%

Institutional Holders

419.00

Applied Industrial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.13.27%0.02%5,131,032406,5828.61%995,420,248Jun 30, 2024
VANGUARD GROUP INC11.94%0.02%4,617,748-15,594-0.34%895,843,112Jun 30, 2024
FMR LLC5.43%0.03%2,099,64279,3843.93%407,330,482Jun 30, 2024
STATE STREET CORP3.64%0.01%1,406,9388,7640.63%272,945,972,000Jun 30, 2024
JPMORGAN CHASE & CO3.45%0.02%1,335,208-50,547-3.65%259,030,352Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.58%0.02%999,70056,9036.04%193,975,287Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.30%0.05%890,557-24,527-2.68%172,767,610Jun 30, 2024
INVESCO LTD.2.27%0.04%877,126140,87119.13%170,162,444Jun 30, 2024
MACQUARIE GROUP LTD2.22%0.19%859,613-24,928-2.82%166,764,892Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.72%0.55%666,01869,92711.73%129,207,495Jun 30, 2024
BOSTON TRUST WALDEN CORP1.63%0.91%630,9157,7201.24%122,397,604Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.49%0.02%574,421-16,993-2.87%111,437,674Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.46%0.02%565,430-470-0.08%109,693,420Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.45%0.02%561,2591,6100.29%108,884,246Jun 30, 2024
FIDUCIARY MANAGEMENT INC /WI/1.37%0.96%531,1673,7420.71%103,046,398Jun 30, 2024
NORGES BANK1.22%0.01%473,198473,198100.00%91,800,412Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC1.20%0.15%464,741-24,417-4.99%90,159,936Jun 30, 2024
NORTHERN TRUST CORP1.19%0.01%460,3249,5192.11%89,302,856,000Jun 30, 2024
GOLDMAN SACHS GROUP INC1.18%0.01%457,54851,87912.79%88,764,312Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.09%0.02%421,7788380.20%81,824,941Jun 30, 2024

Applied Industrial's largest institutional shareholder is BLACKROCK INC., holding 13.27% of the company's total share outstanding, currently valued at $995.42M. The top 10 institutional shareholders own together 48.83% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRACE & WHITE INC /NY0.40%5.62%154,316-200-0.13%29,937,304Jun 30, 2024
DUNDAS PARTNERS LLP0.62%4.42%241,264241,264100.00%56,936,000Jun 30, 2024
VALUE HOLDINGS MANAGEMENT CO. LLC0.27%3.64%102,698--19,923,000Jun 30, 2024
PREMIER FUND MANAGERS LTD0.65%1.95%252,110-300-0.12%48,672,000Jun 30, 2024
PIER CAPITAL, LLC0.15%1.64%56,874-4,968-8.03%11,033,556Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC0.09%1.64%35,080-1,020-2.83%6,805,520Jun 30, 2024
VELA INVESTMENT MANAGEMENT, LLC0.07%1.56%25,9362,58411.07%5,031,584Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP0.73%1.48%280,813-146,425-34.27%54,477,695Jun 30, 2024
HENNESSY ADVISORS INC0.47%1.33%180,800-4,500-2.43%35,075,200Jun 30, 2024
FRUTH INVESTMENT MANAGEMENT0.06%1.14%21,640--4,198,000Jun 30, 2024
FIDUCIARY MANAGEMENT INC /WI/1.37%0.96%531,1673,7420.71%103,046,398Jun 30, 2024
BOSTON TRUST WALDEN CORP1.63%0.91%630,9157,7201.24%122,397,604Jun 30, 2024
REDWOOD INVESTMENTS, LLC0.03%0.89%13,504-7,190-34.74%2,604,062Jun 30, 2024
ROMANO BROTHERS AND COMPANY0.07%0.74%27,711-449-1.59%5,375,957Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.16%0.71%62,457-21,249-25.39%12,116,659Jun 30, 2024
ROBECO SCHWEIZ AG0.45%0.64%172,998-25,600-12.89%33,561,612Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC0.66%0.59%253,625-2,556-1.00%49,203,250Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.57%80,44980,449100.00%15,689,522Jun 30, 2024
AUSBIL INVESTMENT MANAGEMENT LTD0.02%0.56%6,312-8,823-58.30%1,224,528Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.72%0.55%666,01869,92711.73%129,207,495Jun 30, 2024

The largest Applied Industrial shareholder by % of total assets is GRACE & WHITE INC /NY. The company owns 154.32K shares of Applied Industrial (AIT), representing 5.62% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.22%0.01%473,198473,198100.00%91,800,412Jun 30, 2024
BLACKROCK INC.13.27%0.02%5,131,032406,5828.61%995,420,248Jun 30, 2024
DUNDAS PARTNERS LLP0.62%4.42%241,264241,264100.00%56,936,000Jun 30, 2024
BROWN ADVISORY INC0.44%0.04%169,774167,5237442.16%32,936,156Jun 30, 2024
INVESCO LTD.2.27%0.04%877,126140,87119.13%170,162,444Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.57%80,44980,449100.00%15,689,522Jun 30, 2024
FMR LLC5.43%0.03%2,099,64279,3843.93%407,330,482Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.1.04%0.45%401,87479,25724.57%77,963,556Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.72%0.55%666,01869,92711.73%129,207,495Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.07%69,22569,225100.00%13,429,650Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.58%0.02%999,70056,9036.04%193,975,287Jun 30, 2024
GOLDMAN SACHS GROUP INC1.18%0.01%457,54851,87912.79%88,764,312Jun 30, 2024
FRANKLIN RESOURCES INC0.53%0.01%204,36751,86934.01%39,647,198Jun 30, 2024
WARATAH CAPITAL ADVISORS LTD.0.11%0.30%42,29942,299100.00%8,206,006Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.15%0.13%59,94336,903160.17%11,628,942Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.22%0.00%84,07836,33676.11%16,311,132Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.09%0.01%35,29235,292100.00%6,846,648Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.53%0.04%204,43031,51418.23%39,659,420Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.09%0.02%35,46729,895536.52%6,880,598Jun 30, 2024
SEIZERT CAPITAL PARTNERS, LLC0.11%0.40%41,61828,564218.81%8,073,892Jun 30, 2024

As of Jun 30 2024, Applied Industrial's largest institutional buyer is NORGES BANK. The company purchased 473.20K stocks of AIT, valued at $91.80M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PALISADE CAPITAL MANAGEMENT, LP0.73%1.48%280,813-146,425-34.27%54,477,695Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC0.27%0.19%103,827-117,353-53.06%20,142,438Jun 30, 2024
MORGAN STANLEY0.79%0.00%305,066-105,092-25.62%59,183,147Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.47%0.11%180,141-96,024-34.77%34,942,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.25%0.01%95,369-81,686-46.14%18,501,586Jun 30, 2024
HANDELSBANKEN FONDER AB0.45%0.15%172,323-79,100-31.46%33,431,000Jun 30, 2024
WOODLINE PARTNERS LP----74,656-100.00%-Jun 30, 2024
HRT FINANCIAL LP----73,148-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----69,901-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.62%0.10%239,947-69,753-22.52%46,549,718Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC----60,000-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.37%0.02%144,877-57,465-28.40%28,106,138,000Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.29%0.22%111,986-51,839-31.64%21,725,284Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.82%0.02%316,942-50,757-13.80%61,486,748Jun 30, 2024
JPMORGAN CHASE & CO3.45%0.02%1,335,208-50,547-3.65%259,030,352Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.89%0.04%343,055-45,869-11.79%66,553,267Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----45,309-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----43,480-100.00%-Jun 30, 2024
BARCLAYS PLC0.07%0.00%28,885-41,363-58.88%5,606,000Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.23%0.02%87,338-36,122-29.26%16,944,000Jun 30, 2024

As of Jun 30 2024, Applied Industrial's biggest institutional seller is PALISADE CAPITAL MANAGEMENT, LP. The company sold -0.15M shares of AIT, valued at $54.48M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.22%0.01%473,198473,198100.00%91,800,412Jun 30, 2024
DUNDAS PARTNERS LLP0.62%4.42%241,264241,264100.00%56,936,000Jun 30, 2024
F/M INVESTMENTS LLC0.21%0.57%80,44980,449100.00%15,689,522Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.07%69,22569,225100.00%13,429,650Jun 30, 2024
WARATAH CAPITAL ADVISORS LTD.0.11%0.30%42,29942,299100.00%8,206,006Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.09%0.01%35,29235,292100.00%6,846,648Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%19,52419,524100.00%3,787,656Jun 30, 2024
JUMP FINANCIAL, LLC0.05%0.07%17,60017,600100.00%3,414,400Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.01%9,5199,519100.00%1,847,000Jun 30, 2024
POLEN CAPITAL MANAGEMENT LLC0.02%0.00%7,5957,595100.00%1,473,488Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.02%0.20%6,5276,527100.00%1,266,238Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.01%5,2035,203100.00%1,009,434Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.01%0.26%4,5644,564100.00%885,416Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.01%0.00%4,0004,000100.00%776,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.01%0.05%3,9823,982100.00%773,000Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.01%0.00%3,5763,576100.00%693,744Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%3,1003,100100.00%601,400Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.01%0.03%3,0233,023100.00%586,462Jun 30, 2024
HARVEST INVESTMENT SERVICES, LLC0.01%0.23%2,9802,980100.00%578,120Jun 30, 2024
AZZAD ASSET MANAGEMENT INC /ADV0.01%0.06%2,7762,776100.00%538,544Jun 30, 2024
STONEGATE INVESTMENT GROUP, LLC0.01%0.01%2,5992,599100.00%504,206Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.05%2,3942,394100.00%464,436Jun 30, 2024
BRIDGES INVESTMENT MANAGEMENT INC0.01%0.01%2,1602,160100.00%419,040Jun 30, 2024
ISAM FUNDS (UK) LTD0.00%0.27%1,8441,844100.00%357,736Jun 30, 2024
WALLEYE CAPITAL LLC0.00%0.00%1,7151,715100.00%332,710Jun 30, 2024
ONEASCENT FINANCIAL SERVICES LLC0.00%0.04%1,4471,447100.00%281,000Jun 30, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC0.00%0.02%1,3851,385100.00%268,000Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD0.00%0.00%1,3241,324100.00%256,856Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%1,2511,251100.00%242,694Jun 30, 2024
OPPENHEIMER ASSET MANAGEMENT INC.0.00%0.00%1,2491,249100.00%242,306Jun 30, 2024
IBEX WEALTH ADVISORS0.00%0.04%1,2131,213100.00%235,232Jun 30, 2024
NOMURA HOLDINGS INC0.00%0.00%1,2071,207100.00%234,158Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.04%1,1491,149100.00%222,906Jun 30, 2024
WEDBUSH SECURITIES INC0.00%0.01%1,0771,077100.00%209,000Jun 30, 2024
BALLENTINE PARTNERS, LLC0.00%0.00%1,0371,037100.00%201,178Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.01%853853100.00%166,000Jun 30, 2024
KESSLER INVESTMENT GROUP, LLC0.00%0.07%642642100.00%124,548Jun 30, 2024
OPAL WEALTH ADVISORS, LLC0.00%0.01%166166100.00%32,204Jun 30, 2024
EDMOND DE ROTHSCHILD HOLDING S.A.0.00%0.00%158158100.00%30,652Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-154154100.00%29,876Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.00%132132100.00%25,608Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.00%0.00%102102100.00%19,765Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%5757100.00%11,058Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%5050100.00%9,703Jun 30, 2024
RAKUTEN SECURITIES, INC.0.00%0.00%5050100.00%9,700Jun 30, 2024
STEPHENS CONSULTING, LLC0.00%0.00%2525100.00%4,850Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%1616100.00%3,104Jun 30, 2024
CORECAP ADVISORS, LLC-0.00%1414100.00%2,716Jun 30, 2024
J.SAFRA ASSET MANAGEMENT CORP-0.00%1313100.00%2,522Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%1010100.00%1,940Jun 30, 2024
LARSON FINANCIAL GROUP LLC--22100.00%388Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC-0.00%22100.00%386Jun 30, 2024

Applied Industrial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 473.20K shares, valued at $91.80M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WOODLINE PARTNERS LP----74,656-100.00%-Jun 30, 2024
HRT FINANCIAL LP----73,148-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----69,901-100.00%-Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC----60,000-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----45,309-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----43,480-100.00%-Jun 30, 2024
EAM INVESTORS, LLC----29,927-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----26,391-100.00%-Jun 30, 2024
SG CAPITAL MANAGEMENT LLC----24,170-100.00%-Jun 30, 2024
EAM GLOBAL INVESTORS LLC----23,838-100.00%-Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.----19,861-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----16,608-100.00%-Jun 30, 2024
TD ASSET MANAGEMENT INC----16,350-100.00%-Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO----10,037-100.00%-Jun 30, 2024
HORIZON INVESTMENT SERVICES, LLC----7,483-100.00%-Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC----6,975-100.00%-Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC----6,816-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----6,800-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----6,407-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----6,077-100.00%-Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.----5,583-100.00%-Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC----3,941-100.00%-Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC----3,100-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----2,997-100.00%-Jun 30, 2024
DIAMETRIC CAPITAL, LP----2,342-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----2,205-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,026-100.00%-Jun 30, 2024
KINGSWOOD WEALTH ADVISORS, LLC----1,849-100.00%-Jun 30, 2024
CALAMOS ADVISORS LLC----1,751-100.00%-Jun 30, 2024
ARISTIDES CAPITAL LLC----1,347-100.00%-Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC----1,292-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----1,169-100.00%-Jun 30, 2024
UNITED CAPITAL FINANCIAL ADVISERS, LLC----1,117-100.00%-Jun 30, 2024
MOORS & CABOT, INC.----1,110-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----1,100-100.00%-Jun 30, 2024
MAVERICK CAPITAL LTD----1,096-100.00%-Jun 30, 2024
VIRTUS FUND ADVISERS, LLC----377-100.00%-Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----150-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----128-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----21-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----15-100.00%-Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC----11-100.00%-Jun 30, 2024
HORIZON INVESTMENTS, LLC----5-100.00%-Jun 30, 2024
TFO-TDC, LLC----2-100.00%-Jun 30, 2024

Applied Industrial's largest sold out institutional shareholder by shares sold is WOODLINE PARTNERS LP, sold -74.66K shares, valued at -, as of undefined.

Applied Industrial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PIONEER MID CAP VALUE FUND0.86%151,344--Jan 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO0.29%15,438--Jan 31, 2024
Elevation Series Trust0.27%13,456--Jan 31, 2024
HARTFORD HLS SERIES FUND II INC0.26%63,7447521.19%Dec 31, 2023
AGF Investments Trust0.24%-4,598--Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.15%142,437--Jan 31, 2024
AB TRUST0.15%142,959--Feb 29, 2024
CRM Mutual Fund Trust0.09%46,5563,8388.98%Mar 31, 2024
BOSTON TRUST WALDEN FUNDS0.09%241,547-6,314-2.55%Mar 28, 2024
VOLUMETRIC FUND INC0.09%2,7002,700-Mar 31, 2024
HENNESSY FUNDS TRUST0.08%160,70014,80010.14%Jan 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.08%316,157316,157-Mar 28, 2024
Tema ETF Trust0.08%3,552962.78%Feb 29, 2024
Value Line Small Cap Opportunities Fund, Inc.0.08%23,300--Mar 31, 2024
ALLSPRING VARIABLE TRUST0.07%45,865-5,000-9.83%Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.07%56,590-1,803-3.09%Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.06%3,743-11-0.29%Feb 29, 2024
Capitol Series Trust0.06%564,24576,51315.69%Mar 31, 2024
Zacks Trust0.06%5,0704,541858.41%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.05%26,488--Mar 31, 2024
VELA Funds0.05%16,526-1,416-7.89%Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.05%210,4058,0613.98%Feb 29, 2024
RMB INVESTORS TRUST0.04%20,8081,2536.41%Dec 31, 2023
ROYCE VALUE TRUST, INC.0.04%30,658-1,299-4.06%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.04%301,800113,50060.28%Mar 31, 2024
FMI FUNDS INC0.04%270,00020,0008.00%Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.04%39,252-5,232-11.76%Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.03%32,370--Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.03%19,336--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.03%5,919-3,795-39.07%Mar 28, 2024
OBERWEIS FUNDS0.03%30,500--Mar 31, 2024
Manager Directed Portfolios0.03%4,845--Jan 31, 2024
VANGUARD EXPLORER FUND0.03%328,084-10,348-3.06%Jan 31, 2024
SIT MUTUAL FUNDS INC0.03%9,475--Mar 28, 2024
ROYCE FUND0.02%158,501-1,965-1.22%Mar 31, 2024
Vanguard Montgomery Funds0.02%5,466-5,773-51.37%Mar 31, 2024
OSI ETF Trust0.02%3,939--Mar 31, 2022
MERIDIAN FUND INC0.02%52,906-28,189-34.76%Mar 28, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.02%635--Mar 31, 2024
OAK ASSOCIATES FUNDS0.02%21,936-369-1.65%Jan 31, 2024
UNDISCOVERED MANAGERS FUNDS0.02%127,771--Dec 31, 2023
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.02%77,480--Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.02%69,430--Mar 31, 2024
CALVERT IMPACT FUND INC0.02%174,560--Mar 31, 2024
Monteagle Funds0.01%500--Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS V0.01%700,063-2,843-0.40%Feb 29, 2024
Federated Hermes Equity Funds0.01%230,70065,70039.82%Jan 31, 2024
SMALLCAP WORLD FUND INC0.01%829,363--Mar 31, 2024
Tactical Investment Series Trust0.01%2,772--Mar 31, 2024
VANGUARD HORIZON FUNDS0.01%266,413-55,524-17.25%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%67,691-2,631-3.74%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,753-114-1.94%Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%4,780-1,410-22.78%Mar 31, 2024
Calvert Responsible Index Series, Inc.0.01%14,885--Mar 31, 2024
HOMESTEAD FUNDS INC0.01%48,326--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%3,445,368-582,831-14.47%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%31,525-180-0.57%Jan 31, 2024
FIDELITY SECURITIES FUND0.01%748,84017,9002.45%Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%554,600--Mar 31, 2024
FIDELITY CAPITAL TRUST0.01%70,800-700-0.98%Jan 31, 2024
Vericimetry Funds0.01%490--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%46,558-2,131-4.38%Mar 28, 2024
FIDELITY DESTINY PORTFOLIOS0.01%11,2001,70017.89%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%30,8502160.71%Jan 31, 2024
Humankind Benefit Corp0.00%104-13-11.11%Dec 31, 2023
Calvert Variable Products, Inc.0.00%12,4368,527218.14%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%976--Mar 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.00%7,598--Mar 31, 2024
WESMARK FUNDS0.00%14,705--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.00%221,3831650.07%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.00%34,000--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%137,483290.02%Jan 31, 2024
VALUED ADVISERS TRUST0.00%3,039--Jan 31, 2024
Bernstein Fund Inc0.00%26,597--Mar 31, 2024
ALPS ETF Trust0.00%35,1305,81319.83%Feb 29, 2024
HARTFORD SERIES FUND INC0.00%118,49855,99789.59%Mar 31, 2024
PIONEER VARIABLE CONTRACTS TRUST /MA/0.00%62,820--Mar 28, 2024
BRIDGEWAY FUNDS INC0.00%5,600--Mar 28, 2024
RANGER FUNDS INVESTMENT TRUST0.00%8787-Apr 30, 2020
Columbia Funds Variable Series Trust II0.00%71,230-8,711-10.90%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%13,2865,02260.77%Aug 31, 2023
VICTORY PORTFOLIOS0.00%61,290-152,670-71.35%Mar 31, 2024
SSGA FUNDS0.00%786--Feb 29, 2024
Lattice Strategies Trust0.00%2,7041,793196.82%Mar 31, 2024
ARCHER INVESTMENT SERIES TRUST0.00%500--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%340,57310,4203.16%Feb 29, 2024
BNY Mellon Strategic Funds, Inc.0.00%3,560-1,558-30.44%Feb 29, 2024
AMERICAN PENSION INVESTORS TRUST0.00%9,100--Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%302,243--Mar 31, 2024
FIDELITY PURITAN TRUST0.00%75,35620,73637.96%Feb 29, 2024
SYNTAX ETF TRUST0.00%45-69-60.53%Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%43,584-3,033-6.51%Mar 31, 2024
Pear Tree Funds0.00%11,000--Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%66,166-12,123-15.48%Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%704--Sep 30, 2020
FORUM FUNDS0.00%2,900-285-8.95%Mar 31, 2024
Goldman Sachs ETF Trust II0.00%1,28130.23%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%2,746--Mar 31, 2024
VALIC Co II0.00%40,066-485-1.20%Feb 28, 2021
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%272,79717,6326.91%Feb 29, 2024

Applied Industrial's largest mutual fund holder by % of total assets is "PIONEER MID CAP VALUE FUND", owning 151.34K shares, compromising 0.86% of its total assets.

Applied Industrial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24419-1.18%
31 Mar, 244249.56%
31 Dec, 233871.31%
30 Sep, 233827.30%
30 Jun, 233561.42%
31 Mar, 233513.54%
31 Dec, 2233915.31%
30 Sep, 222943.89%
30 Jun, 222837.60%
31 Mar, 222635.62%
31 Dec, 21249-1.58%
30 Sep, 212535.42%
30 Jun, 212401.27%
31 Mar, 21237-2.07%
31 Dec, 202429.01%
30 Sep, 202221.83%
30 Jun, 202187.39%
31 Mar, 20203-12.12%
31 Dec, 192316.45%
30 Sep, 19217-0.46%
30 Jun, 19218-4.39%
31 Mar, 19228-5.00%
31 Dec, 18240-4.00%
30 Sep, 182500.81%
30 Jun, 18248-2.36%
31 Mar, 182545.39%
31 Dec, 172419.05%
30 Sep, 172210.45%
30 Jun, 172205.77%
31 Mar, 17208-3.70%
31 Dec, 1621618.03%
30 Sep, 16183-5.67%
30 Jun, 161945.43%
31 Mar, 161844.55%
31 Dec, 151766.02%
30 Sep, 15166-5.68%
30 Jun, 151765.39%
31 Mar, 15167-
31 Dec, 14167-2.91%
30 Sep, 14172-1.71%
30 Jun, 14175-1.69%
31 Mar, 141782.89%
31 Dec, 131732.98%
30 Sep, 131683.07%
30 Jun, 13163117.33%
31 Mar, 13755.63%
31 Dec, 12711.43%
30 Sep, 1270-1.41%
30 Jun, 12717.58%
31 Mar, 1266-
31 Dec, 11668.20%
30 Sep, 1161-15.28%
30 Jun, 11729.09%
31 Mar, 11661.54%
31 Dec, 106510.17%
30 Sep, 10597.27%
30 Jun, 10555.77%
31 Mar, 105226.83%
31 Dec, 0941-10.87%
30 Sep, 0946-8.00%
30 Jun, 095013.64%
31 Mar, 0944-18.52%
31 Dec, 0854-
30 Sep, 085410.20%
30 Jun, 0849-3.92%
31 Mar, 0851-3.77%
31 Dec, 075320.45%
30 Sep, 07447.32%
30 Jun, 07417.89%
31 Mar, 0738-24.00%
31 Dec, 065031.58%
30 Sep, 06382.70%
30 Jun, 0637-
31 Mar, 063715.63%
31 Dec, 053233.33%
30 Sep, 0524-20.00%
30 Jun, 053011.11%
31 Mar, 05278.00%
31 Dec, 042525.00%
30 Sep, 0420-20.00%
30 Jun, 0425-
31 Mar, 042531.58%
31 Dec, 0319-5.00%
30 Sep, 032017.65%
30 Jun, 031721.43%
31 Mar, 0314-6.67%
31 Dec, 021525.00%
30 Sep, 0212-7.69%
30 Jun, 0213-7.14%
31 Mar, 0214133.33%
31 Dec, 016-14.29%
30 Sep, 017-22.22%
30 Jun, 019-18.18%
31 Mar, 0111-15.38%
31 Dec, 001318.18%
30 Sep, 0011-
30 Jun, 001110.00%
31 Mar, 0010-16.67%
31 Dec, 99129.09%
30 Sep, 9911-8.33%
30 Jun, 991220.00%
31 Mar, 9910900.00%
31 Dec, 981-

As of 30 Jun 24, 419 institutions are holding Applied Industrial's shares, representing a decrease of -1.18% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2435,838,4570.79%
31 Mar, 2435,557,510-2.00%
31 Dec, 2336,282,4661.00%
30 Sep, 2335,921,553-0.64%
30 Jun, 2336,154,100-0.24%
31 Mar, 2336,240,2891.41%
31 Dec, 2235,737,278-0.24%
30 Sep, 2235,824,259-0.05%
30 Jun, 2235,841,8680.07%
31 Mar, 2235,817,0660.25%
31 Dec, 2135,728,5990.27%
30 Sep, 2135,632,5880.77%
30 Jun, 2135,358,864-1.40%
31 Mar, 2135,860,3550.85%
31 Dec, 2035,557,8970.48%
30 Sep, 2035,388,217-1.21%
30 Jun, 2035,821,944-0.73%
31 Mar, 2036,085,7972.21%
31 Dec, 1935,305,2841.42%
30 Sep, 1934,810,799-0.46%
30 Jun, 1934,972,4040.53%
31 Mar, 1934,786,372-1.40%
31 Dec, 1835,281,8130.88%
30 Sep, 1834,973,725-1.14%
30 Jun, 1835,378,0000.48%
31 Mar, 1835,209,6281.40%
31 Dec, 1734,722,996-0.82%
30 Sep, 1735,009,1230.72%
30 Jun, 1734,758,881-0.55%
31 Mar, 1734,949,5480.35%
31 Dec, 1634,828,091-0.98%
30 Sep, 1635,174,256-0.72%
30 Jun, 1635,430,9820.53%
31 Mar, 1635,244,601-1.72%
31 Dec, 1535,860,561-21.42%
30 Sep, 1545,636,37929.75%
30 Jun, 1535,173,049-3.45%
31 Mar, 1536,431,253-2.41%
31 Dec, 1437,330,959-0.16%
30 Sep, 1437,392,4682.08%
30 Jun, 1436,631,385-1.14%
31 Mar, 1437,053,1820.53%
31 Dec, 1336,858,786-0.40%
30 Sep, 1337,006,917-8.11%
30 Jun, 1340,273,998274.35%
31 Mar, 1310,758,386-34.14%
31 Dec, 1216,336,43554.26%
30 Sep, 1210,590,113-36.25%
30 Jun, 1216,612,0956.66%
31 Mar, 1215,575,2062.66%
31 Dec, 1115,171,346-9.13%
30 Sep, 1116,694,895-12.33%
30 Jun, 1119,041,86810.86%
31 Mar, 1117,175,94123.19%
31 Dec, 1013,942,48811.90%
30 Sep, 1012,459,8480.30%
30 Jun, 1012,422,4001.56%
31 Mar, 1012,231,3566.73%
31 Dec, 0911,460,1121.65%
30 Sep, 0911,274,1459.21%
30 Jun, 0910,323,4926.51%
31 Mar, 099,692,181-30.76%
31 Dec, 0813,997,69144.71%
30 Sep, 089,673,2456.55%
30 Jun, 089,078,542-7.43%
31 Mar, 089,807,4069.64%
31 Dec, 078,944,74018.42%
30 Sep, 077,553,4392.57%
30 Jun, 077,364,52431.78%
31 Mar, 075,588,412-46.05%
31 Dec, 0610,358,76422.57%
30 Sep, 068,451,39584.44%
30 Jun, 064,582,19236.17%
31 Mar, 063,364,97321.33%
31 Dec, 052,773,43597.09%
30 Sep, 051,407,217-47.89%
30 Jun, 052,700,51816.79%
31 Mar, 052,312,224-23.23%
31 Dec, 043,011,80870.88%
30 Sep, 041,762,490-2.77%
30 Jun, 041,812,6568.16%
31 Mar, 041,675,9386.51%
31 Dec, 031,573,439-8.01%
30 Sep, 031,710,4846.35%
30 Jun, 031,608,3887.48%
31 Mar, 031,496,429-19.67%
31 Dec, 021,862,74047.92%
30 Sep, 021,259,296-39.85%
30 Jun, 022,093,62865.25%
31 Mar, 021,266,940-16.65%
31 Dec, 011,519,958162.59%
30 Sep, 01578,835-67.35%
30 Jun, 011,772,777165.12%
31 Mar, 01668,668-78.49%
31 Dec, 003,108,83652.16%
30 Sep, 002,043,080-10.89%
30 Jun, 002,292,868278.02%
31 Mar, 00606,550-73.53%
31 Dec, 992,291,118172.91%
30 Sep, 99839,516-45.15%
30 Jun, 991,530,694-44.29%
31 Mar, 992,747,44058232.06%
31 Dec, 984,710-

Applied Industrial (AIT) has 35.84M shares outstanding as of 30 Jun 24, up 0.79% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2492.67%1.10%
31 Mar, 2491.94%1.05%
31 Dec, 2393.65%1.09%
30 Sep, 2392.82%1.06%
30 Jun, 2393.68%1.06%
31 Mar, 2393.85%1.09%
31 Dec, 2292.63%1.07%
30 Sep, 2292.99%1.07%
30 Jun, 2293.16%1.07%
31 Mar, 2293.14%1.08%
31 Dec, 2192.91%1.08%
30 Sep, 2192.55%1.11%
30 Jun, 2191.39%1.07%
31 Mar, 2192.34%1.10%
31 Dec, 2091.69%1.10%
30 Sep, 2091.39%1.06%
30 Jun, 2092.66%1.06%
31 Mar, 2093.29%1.12%
31 Dec, 1991.35%1.12%
30 Sep, 1990.16%1.10%
30 Jun, 1990.44%1.12%
31 Mar, 1990.02%1.09%
31 Dec, 1891.07%1.12%
30 Sep, 1890.34%1.08%
30 Jun, 1891.29%1.10%
31 Mar, 1891.04%1.13%
31 Dec, 1789.68%1.11%
30 Sep, 1789.92%1.13%
30 Jun, 1789.10%1.11%
31 Mar, 1789.62%1.12%
31 Dec, 1689.34%1.10%
30 Sep, 1690.09%1.11%
30 Jun, 1690.26%1.11%
31 Mar, 1690.12%1.08%
31 Dec, 1591.34%0.69%
30 Sep, 15115.21%1.56%
30 Jun, 1586.01%1.08%
31 Mar, 1589.29%1.09%
31 Dec, 1490.55%1.11%
30 Sep, 1490.17%1.17%
30 Jun, 1487.95%1.12%
31 Mar, 1488.47%1.15%
31 Dec, 1387.60%1.14%
30 Sep, 1387.78%0.96%
30 Jun, 1395.75%14.66%
31 Mar, 1325.56%1.69%
31 Dec, 1238.85%6.10%
30 Sep, 1225.23%1.62%
30 Jun, 1239.47%2.89%
31 Mar, 1236.99%2.83%
31 Dec, 1136.15%2.33%
30 Sep, 1139.38%1.95%
30 Jun, 1144.91%2.74%
31 Mar, 1140.47%3.74%
31 Dec, 1032.87%3.80%
30 Sep, 1029.41%3.41%
30 Jun, 1029.36%3.51%
31 Mar, 1028.90%3.94%
31 Dec, 0927.09%3.81%
30 Sep, 0926.67%4.47%
30 Jun, 0924.41%4.64%
31 Mar, 0922.94%2.10%
31 Dec, 0833.08%6.33%
30 Sep, 0822.86%5.08%
30 Jun, 0821.21%3.99%
31 Mar, 0823.04%5.36%
31 Dec, 0720.73%6.78%
30 Sep, 0717.49%6.01%
30 Jun, 0717.05%10.39%
31 Mar, 0712.81%2.28%
31 Dec, 0623.71%6.41%
30 Sep, 0619.24%17.69%
30 Jun, 0610.43%40.84%
31 Mar, 065.05%29.26%
31 Dec, 054.16%95.46%
30 Sep, 052.09%5.62%
30 Jun, 056.09%22.85%
31 Mar, 055.16%11.21%
31 Dec, 046.79%94.57%
30 Sep, 042.68%15.18%
30 Jun, 044.20%28.19%
31 Mar, 043.86%65.65%
31 Dec, 032.42%15.16%
30 Sep, 034.00%28.28%
30 Jun, 033.76%30.15%
31 Mar, 033.53%18.51%
31 Dec, 024.37%50.42%
30 Sep, 022.94%12.29%
30 Jun, 024.89%55.48%
31 Mar, 022.97%23.43%
31 Dec, 013.56%193.65%
30 Sep, 011.36%8.40%
30 Jun, 014.02%174.16%
31 Mar, 011.52%3.07%
31 Dec, 007.03%32.56%
30 Sep, 004.65%18.67%
30 Jun, 004.99%286.42%
31 Mar, 001.32%5.50%
31 Dec, 994.90%154.83%
30 Sep, 991.78%17.65%
30 Jun, 993.17%9.57%
31 Mar, 995.76%6130739.18%
31 Dec, 980.01%-

As of 30 Jun 24, Applied Industrial is held by 92.67% institutional shareholders, representing a 1.10% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24191-7.73%
31 Mar, 2420711.89%
31 Dec, 23185-2.12%
30 Sep, 2318913.86%
30 Jun, 23166-6.74%
31 Mar, 2317811.95%
31 Dec, 2215911.97%
30 Sep, 221422.90%
30 Jun, 2213812.20%
31 Mar, 2212323.00%
31 Dec, 21100-9.91%
30 Sep, 2111114.43%
30 Jun, 21977.78%
31 Mar, 2190-14.29%
31 Dec, 2010517.98%
30 Sep, 2089-21.24%
30 Jun, 2011322.83%
31 Mar, 2092-14.81%
31 Dec, 191080.93%
30 Sep, 191074.90%
30 Jun, 19102-8.11%
31 Mar, 191114.72%
31 Dec, 18106-7.02%
30 Sep, 18114-2.56%
30 Jun, 18117-1.68%
31 Mar, 18119-2.46%
31 Dec, 171224.27%
30 Sep, 171179.35%
30 Jun, 1710713.83%
31 Mar, 1794-12.15%
31 Dec, 1610730.49%
30 Sep, 1682-8.89%
30 Jun, 1690-12.62%
31 Mar, 161038.42%
31 Dec, 159510.47%
30 Sep, 1586-1.15%
30 Jun, 1587-6.45%
31 Mar, 159330.99%
31 Dec, 1471-17.44%
30 Sep, 1486-2.27%
30 Jun, 14882.33%
31 Mar, 1486-7.53%
31 Dec, 139329.17%
30 Sep, 1372-44.62%
30 Jun, 13130195.45%
31 Mar, 1344-2.22%
31 Dec, 12459.76%
30 Sep, 12417.89%
30 Jun, 123818.75%
31 Mar, 1232-8.57%
31 Dec, 113525.00%
30 Sep, 1128-
30 Jun, 1128-12.50%
31 Mar, 1132-23.81%
31 Dec, 104240.00%
30 Sep, 1030-11.76%
30 Jun, 103413.33%
31 Mar, 103076.47%
31 Dec, 09176.25%
30 Sep, 0916-30.43%
30 Jun, 09239.52%
31 Mar, 0921-12.50%
31 Dec, 0824-7.69%
30 Sep, 0826-3.70%
30 Jun, 0827-6.90%
31 Mar, 08293.57%
31 Dec, 072821.74%
30 Sep, 07239.52%
30 Jun, 072140.00%
31 Mar, 0715-58.33%
31 Dec, 063644.00%
30 Sep, 0625-21.88%
30 Jun, 063239.13%
31 Mar, 06239.52%
31 Dec, 0521320.00%
30 Sep, 055-75.00%
30 Jun, 052033.33%
31 Mar, 0515-37.50%
31 Dec, 042471.43%
30 Sep, 04147.69%
30 Jun, 0413-7.14%
31 Mar, 041416.67%
31 Dec, 03129.09%
30 Sep, 031110.00%
30 Jun, 0310-9.09%
31 Mar, 0311-8.33%
31 Dec, 021250.00%
30 Sep, 02814.29%
30 Jun, 027-41.67%
31 Mar, 0212300.00%
31 Dec, 013-25.00%
30 Sep, 014-42.86%
30 Jun, 017-22.22%
31 Mar, 01950.00%
31 Dec, 006100.00%
30 Sep, 003-40.00%
30 Jun, 005-16.67%
31 Mar, 006-14.29%
31 Dec, 997-12.50%
30 Sep, 998-11.11%
30 Jun, 999-
31 Mar, 999800.00%
31 Dec, 981-

191 institutional shareholders have increased their position in AIT stock as of 30 Jun 24 compared to 207 in the previous quarter (a -7.73% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241557.64%
31 Mar, 24144-0.69%
31 Dec, 231459.85%
30 Sep, 2313210.92%
30 Jun, 23119-6.30%
31 Mar, 231270.79%
31 Dec, 2212627.27%
30 Sep, 2299-3.88%
30 Jun, 2210328.75%
31 Mar, 2280-10.11%
31 Dec, 21898.54%
30 Sep, 2182-10.87%
30 Jun, 2192-7.07%
31 Mar, 219911.24%
31 Dec, 20894.71%
30 Sep, 208525.00%
30 Jun, 20683.03%
31 Mar, 2066-21.43%
31 Dec, 198427.27%
30 Sep, 1966-9.59%
30 Jun, 1973-2.67%
31 Mar, 1975-11.76%
31 Dec, 1885-7.61%
30 Sep, 189215.00%
30 Jun, 1880-13.98%
31 Mar, 189310.71%
31 Dec, 178429.23%
30 Sep, 1765-19.75%
30 Jun, 1781-8.99%
31 Mar, 178911.25%
31 Dec, 168015.94%
30 Sep, 1669-5.48%
30 Jun, 167343.14%
31 Mar, 1651-12.07%
31 Dec, 155811.54%
30 Sep, 1552-17.46%
30 Jun, 156310.53%
31 Mar, 1557-16.18%
31 Dec, 146813.33%
30 Sep, 1460-4.76%
30 Jun, 1463-
31 Mar, 14633.28%
31 Dec, 1361-20.78%
30 Sep, 1377285.00%
30 Jun, 1320-9.09%
31 Mar, 132229.41%
31 Dec, 1217-19.05%
30 Sep, 12215.00%
30 Jun, 1220-20.00%
31 Mar, 12258.70%
31 Dec, 1123-
30 Sep, 1123-34.29%
30 Jun, 113525.00%
31 Mar, 112864.71%
31 Dec, 1017-29.17%
30 Sep, 102460.00%
30 Jun, 101515.38%
31 Mar, 1013-
31 Dec, 0913-18.75%
30 Sep, 0916-
30 Jun, 091623.08%
31 Mar, 0913-31.58%
31 Dec, 081918.75%
30 Sep, 0816-
30 Jun, 0816-
31 Mar, 0816-5.88%
31 Dec, 071713.33%
30 Sep, 071515.38%
30 Jun, 0713-7.14%
31 Mar, 0714100.00%
31 Dec, 06716.67%
30 Sep, 06620.00%
30 Jun, 065-37.50%
31 Mar, 06833.33%
31 Dec, 056-53.85%
30 Sep, 051385.71%
30 Jun, 057-12.50%
31 Mar, 058700.00%
31 Dec, 041-80.00%
30 Sep, 045-37.50%
30 Jun, 048-11.11%
31 Mar, 04980.00%
31 Dec, 035-16.67%
30 Sep, 03620.00%
30 Jun, 03566.67%
31 Mar, 03350.00%
31 Dec, 022-
30 Sep, 022-33.33%
30 Jun, 023200.00%
31 Mar, 021-
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 011-75.00%
31 Dec, 004-33.33%
30 Sep, 00650.00%
30 Jun, 004-
31 Mar, 004300.00%
31 Dec, 991-66.67%
30 Sep, 993-
30 Jun, 993200.00%
31 Mar, 991-
31 Dec, 98--

155 institutional shareholders have reduced their position in AIT stock as of 30 Jun 24 compared to 144 in the previous quarter (a 7.64% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24419-1.18%35,838,4570.79%92.67%1.10%191-7.73%1557.64%
31 Mar, 244249.56%35,557,510-2.00%91.94%1.05%20711.89%144-0.69%
31 Dec, 233871.31%36,282,4661.00%93.65%1.09%185-2.12%1459.85%
30 Sep, 233827.30%35,921,553-0.64%92.82%1.06%18913.86%13210.92%
30 Jun, 233561.42%36,154,100-0.24%93.68%1.06%166-6.74%119-6.30%
31 Mar, 233513.54%36,240,2891.41%93.85%1.09%17811.95%1270.79%
31 Dec, 2233915.31%35,737,278-0.24%92.63%1.07%15911.97%12627.27%
30 Sep, 222943.89%35,824,259-0.05%92.99%1.07%1422.90%99-3.88%
30 Jun, 222837.60%35,841,8680.07%93.16%1.07%13812.20%10328.75%
31 Mar, 222635.62%35,817,0660.25%93.14%1.08%12323.00%80-10.11%
31 Dec, 21249-1.58%35,728,5990.27%92.91%1.08%100-9.91%898.54%
30 Sep, 212535.42%35,632,5880.77%92.55%1.11%11114.43%82-10.87%
30 Jun, 212401.27%35,358,864-1.40%91.39%1.07%977.78%92-7.07%
31 Mar, 21237-2.07%35,860,3550.85%92.34%1.10%90-14.29%9911.24%
31 Dec, 202429.01%35,557,8970.48%91.69%1.10%10517.98%894.71%
30 Sep, 202221.83%35,388,217-1.21%91.39%1.06%89-21.24%8525.00%
30 Jun, 202187.39%35,821,944-0.73%92.66%1.06%11322.83%683.03%
31 Mar, 20203-12.12%36,085,7972.21%93.29%1.12%92-14.81%66-21.43%
31 Dec, 192316.45%35,305,2841.42%91.35%1.12%1080.93%8427.27%
30 Sep, 19217-0.46%34,810,799-0.46%90.16%1.10%1074.90%66-9.59%
30 Jun, 19218-4.39%34,972,4040.53%90.44%1.12%102-8.11%73-2.67%
31 Mar, 19228-5.00%34,786,372-1.40%90.02%1.09%1114.72%75-11.76%
31 Dec, 18240-4.00%35,281,8130.88%91.07%1.12%106-7.02%85-7.61%
30 Sep, 182500.81%34,973,725-1.14%90.34%1.08%114-2.56%9215.00%
30 Jun, 18248-2.36%35,378,0000.48%91.29%1.10%117-1.68%80-13.98%
31 Mar, 182545.39%35,209,6281.40%91.04%1.13%119-2.46%9310.71%
31 Dec, 172419.05%34,722,996-0.82%89.68%1.11%1224.27%8429.23%
30 Sep, 172210.45%35,009,1230.72%89.92%1.13%1179.35%65-19.75%
30 Jun, 172205.77%34,758,881-0.55%89.10%1.11%10713.83%81-8.99%
31 Mar, 17208-3.70%34,949,5480.35%89.62%1.12%94-12.15%8911.25%
31 Dec, 1621618.03%34,828,091-0.98%89.34%1.10%10730.49%8015.94%
30 Sep, 16183-5.67%35,174,256-0.72%90.09%1.11%82-8.89%69-5.48%
30 Jun, 161945.43%35,430,9820.53%90.26%1.11%90-12.62%7343.14%
31 Mar, 161844.55%35,244,601-1.72%90.12%1.08%1038.42%51-12.07%
31 Dec, 151766.02%35,860,561-21.42%91.34%0.69%9510.47%5811.54%
30 Sep, 15166-5.68%45,636,37929.75%115.21%1.56%86-1.15%52-17.46%
30 Jun, 151765.39%35,173,049-3.45%86.01%1.08%87-6.45%6310.53%
31 Mar, 15167-36,431,253-2.41%89.29%1.09%9330.99%57-16.18%
31 Dec, 14167-2.91%37,330,959-0.16%90.55%1.11%71-17.44%6813.33%
30 Sep, 14172-1.71%37,392,4682.08%90.17%1.17%86-2.27%60-4.76%
30 Jun, 14175-1.69%36,631,385-1.14%87.95%1.12%882.33%63-
31 Mar, 141782.89%37,053,1820.53%88.47%1.15%86-7.53%633.28%
31 Dec, 131732.98%36,858,786-0.40%87.60%1.14%9329.17%61-20.78%
30 Sep, 131683.07%37,006,917-8.11%87.78%0.96%72-44.62%77285.00%
30 Jun, 13163117.33%40,273,998274.35%95.75%14.66%130195.45%20-9.09%
31 Mar, 13755.63%10,758,386-34.14%25.56%1.69%44-2.22%2229.41%
31 Dec, 12711.43%16,336,43554.26%38.85%6.10%459.76%17-19.05%
30 Sep, 1270-1.41%10,590,113-36.25%25.23%1.62%417.89%215.00%
30 Jun, 12717.58%16,612,0956.66%39.47%2.89%3818.75%20-20.00%
31 Mar, 1266-15,575,2062.66%36.99%2.83%32-8.57%258.70%
31 Dec, 11668.20%15,171,346-9.13%36.15%2.33%3525.00%23-
30 Sep, 1161-15.28%16,694,895-12.33%39.38%1.95%28-23-34.29%
30 Jun, 11729.09%19,041,86810.86%44.91%2.74%28-12.50%3525.00%
31 Mar, 11661.54%17,175,94123.19%40.47%3.74%32-23.81%2864.71%
31 Dec, 106510.17%13,942,48811.90%32.87%3.80%4240.00%17-29.17%
30 Sep, 10597.27%12,459,8480.30%29.41%3.41%30-11.76%2460.00%
30 Jun, 10555.77%12,422,4001.56%29.36%3.51%3413.33%1515.38%
31 Mar, 105226.83%12,231,3566.73%28.90%3.94%3076.47%13-
31 Dec, 0941-10.87%11,460,1121.65%27.09%3.81%176.25%13-18.75%
30 Sep, 0946-8.00%11,274,1459.21%26.67%4.47%16-30.43%16-
30 Jun, 095013.64%10,323,4926.51%24.41%4.64%239.52%1623.08%
31 Mar, 0944-18.52%9,692,181-30.76%22.94%2.10%21-12.50%13-31.58%
31 Dec, 0854-13,997,69144.71%33.08%6.33%24-7.69%1918.75%
30 Sep, 085410.20%9,673,2456.55%22.86%5.08%26-3.70%16-
30 Jun, 0849-3.92%9,078,542-7.43%21.21%3.99%27-6.90%16-
31 Mar, 0851-3.77%9,807,4069.64%23.04%5.36%293.57%16-5.88%
31 Dec, 075320.45%8,944,74018.42%20.73%6.78%2821.74%1713.33%
30 Sep, 07447.32%7,553,4392.57%17.49%6.01%239.52%1515.38%
30 Jun, 07417.89%7,364,52431.78%17.05%10.39%2140.00%13-7.14%
31 Mar, 0738-24.00%5,588,412-46.05%12.81%2.28%15-58.33%14100.00%
31 Dec, 065031.58%10,358,76422.57%23.71%6.41%3644.00%716.67%
30 Sep, 06382.70%8,451,39584.44%19.24%17.69%25-21.88%620.00%
30 Jun, 0637-4,582,19236.17%10.43%40.84%3239.13%5-37.50%
31 Mar, 063715.63%3,364,97321.33%5.05%29.26%239.52%833.33%
31 Dec, 053233.33%2,773,43597.09%4.16%95.46%21320.00%6-53.85%
30 Sep, 0524-20.00%1,407,217-47.89%2.09%5.62%5-75.00%1385.71%
30 Jun, 053011.11%2,700,51816.79%6.09%22.85%2033.33%7-12.50%
31 Mar, 05278.00%2,312,224-23.23%5.16%11.21%15-37.50%8700.00%
31 Dec, 042525.00%3,011,80870.88%6.79%94.57%2471.43%1-80.00%
30 Sep, 0420-20.00%1,762,490-2.77%2.68%15.18%147.69%5-37.50%
30 Jun, 0425-1,812,6568.16%4.20%28.19%13-7.14%8-11.11%
31 Mar, 042531.58%1,675,9386.51%3.86%65.65%1416.67%980.00%
31 Dec, 0319-5.00%1,573,439-8.01%2.42%15.16%129.09%5-16.67%
30 Sep, 032017.65%1,710,4846.35%4.00%28.28%1110.00%620.00%
30 Jun, 031721.43%1,608,3887.48%3.76%30.15%10-9.09%566.67%
31 Mar, 0314-6.67%1,496,429-19.67%3.53%18.51%11-8.33%350.00%
31 Dec, 021525.00%1,862,74047.92%4.37%50.42%1250.00%2-
30 Sep, 0212-7.69%1,259,296-39.85%2.94%12.29%814.29%2-33.33%
30 Jun, 0213-7.14%2,093,62865.25%4.89%55.48%7-41.67%3200.00%
31 Mar, 0214133.33%1,266,940-16.65%2.97%23.43%12300.00%1-
31 Dec, 016-14.29%1,519,958162.59%3.56%193.65%3-25.00%1-
30 Sep, 017-22.22%578,835-67.35%1.36%8.40%4-42.86%1-
30 Jun, 019-18.18%1,772,777165.12%4.02%174.16%7-22.22%1-
31 Mar, 0111-15.38%668,668-78.49%1.52%3.07%950.00%1-75.00%
31 Dec, 001318.18%3,108,83652.16%7.03%32.56%6100.00%4-33.33%
30 Sep, 0011-2,043,080-10.89%4.65%18.67%3-40.00%650.00%
30 Jun, 001110.00%2,292,868278.02%4.99%286.42%5-16.67%4-
31 Mar, 0010-16.67%606,550-73.53%1.32%5.50%6-14.29%4300.00%
31 Dec, 99129.09%2,291,118172.91%4.90%154.83%7-12.50%1-66.67%
30 Sep, 9911-8.33%839,516-45.15%1.78%17.65%8-11.11%3-
30 Jun, 991220.00%1,530,694-44.29%3.17%9.57%9-3200.00%
31 Mar, 9910900.00%2,747,44058232.06%5.76%6130739.18%9800.00%1-
31 Dec, 981-4,710-0.01%-1---

Applied Industrial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Loring Kurt W.officer VP-Chief HR OfficerF-InKindSell2,300$197.43$454.09K22,681
Aug 15, 2024Hoffner Warren E IIIofficer VP, General Mgr-Fluid PowerF-InKindSell1,823$197.43$359.91K58,824
Aug 15, 2024Schrimsher Neil Adirector, officer President and CEOF-InKindSell17,692$197.43$3.49M209,411
Aug 15, 2024Vasquez Jason Wofficer VP-Sales & Marketing-USSCF-InKindSell1,769$197.43$349.25K21,697

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Loring Kurt W.officer VP-Chief HR OfficerA-AwardBuy3,553--24,981
Aug 15, 2024Loring Kurt W.officer VP-Chief HR OfficerF-InKindSell2,300$197.43$454.09K22,681
Aug 15, 2024Loring Kurt W.officer VP-Chief HR OfficerA-AwardBuy710--21,428
Aug 15, 2024Loring Kurt W.officer VP-Chief HR OfficerA-AwardBuy2,324$197.43$458.83K2,324
Aug 15, 2024Hoffner Warren E IIIofficer VP, General Mgr-Fluid PowerA-AwardBuy3,333--60,647
Aug 15, 2024Hoffner Warren E IIIofficer VP, General Mgr-Fluid PowerF-InKindSell1,823$197.43$359.91K58,824
Aug 15, 2024Hoffner Warren E IIIofficer VP, General Mgr-Fluid PowerA-AwardBuy632--57,314
Aug 15, 2024Hoffner Warren E IIIofficer VP, General Mgr-Fluid PowerA-AwardBuy2,070$197.43$408.68K2,070
Aug 15, 2024Ploetz Jon Sofficer VP-General Counsel & SecretaryA-AwardBuy483--2,235
Aug 15, 2024Ploetz Jon Sofficer VP-General Counsel & SecretaryA-AwardBuy1,796$197.43$354.58K1,796
Aug 15, 2024Ploetz Jon Sofficer VP-General Counsel & SecretaryA-AwardBuy548--1,752
Aug 15, 2024Schrimsher Neil Adirector, officer President and CEOA-AwardBuy27,477--227,103
Aug 15, 2024Schrimsher Neil Adirector, officer President and CEOF-InKindSell17,692$197.43$3.49M209,411
Aug 15, 2024Schrimsher Neil Adirector, officer President and CEOA-AwardBuy4,645--199,626
Aug 15, 2024Schrimsher Neil Adirector, officer President and CEOA-AwardBuy15,210$197.43$3.00M15,210
Aug 15, 2024Vasquez Jason Wofficer VP-Sales & Marketing-USSCA-AwardBuy2,801--23,466
Aug 15, 2024Vasquez Jason Wofficer VP-Sales & Marketing-USSCF-InKindSell1,769$197.43$349.25K21,697
Aug 15, 2024Vasquez Jason Wofficer VP-Sales & Marketing-USSCA-AwardBuy548--20,665
Aug 15, 2024Vasquez Jason Wofficer VP-Sales & Marketing-USSCA-AwardBuy1,796$197.43$354.58K1,796
Aug 15, 2024Wells David K.officer Vice President-CFO & TreasurerA-AwardBuy4,825--34,765

The last insider sell of Applied Industrial's stock was made by Loring Kurt W. on Aug 15 2024, selling 2,300 shares at $197.43 per share (valued at $454.09K).

Applied Industrial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242012166.67%
Q2 202411100.00%
Q1 2024103333.33%
Q4 20233837.50%
Q3 20232320115.00%
Q2 202331300.00%
Q1 2023128150.00%
Q4 20222366.67%
Q3 2022172373.91%
Q2 202271741.18%
Q1 20221412116.67%
Q4 20215955.56%
Q3 20212014142.86%
Q2 202181457.14%
Q1 2021112550.00%
Q4 2020132259.09%
Q3 20202119110.53%
Q2 202053166.67%
Q1 2020123400.00%
Q4 201932150.00%

20 total buy trades, and 12 total sell trades (buy/sell ratio of 1.67%) were made by Applied Industrial's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-1-
Q1 2024-1-
Q4 2023-6-
Q3 2023-4-
Q2 2023-1-
Q1 2023-2-
Q4 2022-1-
Q3 2022-3-
Q2 2022-6-
Q1 2022-4-
Q4 2021-4-
Q3 2021---
Q2 2021-4-
Q1 2021---
Q4 2020-4-
Q3 2020-2-
Q2 202021200.00%
Q1 2020---
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Applied Industrial's stocks.

Applied Industrial Peer Ownership


TickerCompany
FASTFastenal Company
CNMCore & Main, Inc.
SITESiteOne Landscape Supply, Inc.
WSOWatsco, Inc.
GICGlobal Industrial Company
DXPEDXP Enterprises, Inc.
FERGFerguson plc
BXCBlueLinx Holdings Inc.
GWWW.W. Grainger, Inc.
MSMMSC Industrial Direct Co., Inc.
DSGRDistribution Solutions Group, Inc.

AIT Ownership FAQ


Applied Industrial is owned by institutional shareholders (92.67%), insiders (1.24%), and public (6.10%). The largest institutional shareholder of Applied Industrial is BLACKROCK INC. (13.27% of total shares) and the top mutual fund owner is PIONEER MID CAP VALUE FUND (0.86% of total shares).

Applied Industrial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, STATE STREET CORP, and JPMORGAN CHASE & CO. The top five shareholders own together 37.73% of the company's share outstanding.

As of Jun 2024, there are 419 institutional shareholders of Applied Industrial.

BLACKROCK INC owns 5.13M shares of Applied Industrial, representing 13.27% of the company's total shares outstanding, valued at $995.42M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 4.62M shares of Applied Industrial (AIT), compromising 11.94% of the company, valued at $895.84M.

FMR LLC is the third largest holder of Applied Industrial. The company owns 2.1M of the company's shares outstanding (worth $407.33M).