Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership164,042 shares
Latest Disclosed Value $ 43,524,169
Ameriprise Financial Inc reports 37.85% decrease in ownership of AIT / Applied Industrial Technologies, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 164,042 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $43,523,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 263,939 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of -37.85% during the quarter. The current value of the position is $51,720,802 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 164,042 -99,897 -37.85 43,524 -35.78 0.0019
2026-02-17 2025-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 263,939 -2,227 -0.84 67,772 -2.46 0.0153
2025-11-14 2025-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 266,166 17,808 7.17 69,483 20.36 0.0160
2025-08-14 2025-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 248,358 85,368 52.38 57,731 57.18 0.0142
2025-05-14 2025-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 162,990 62,710 62.53 36,728 52.95 0.0099
2025-02-14 2024-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 100,280 -289,082 -74.25 24,014 -72.36 0.0062
2024-11-14 2024-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 389,362 -6,561 -1.66 86,878 13.11 0.0223
2024-08-14 2024-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 395,923 -312 -0.08 76,809 -1.87 0.0208
2024-05-15 2024-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 396,235 -73,892 -15.72 78,276 -3.58 0.0215
2024-02-14 2023-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 470,127 -4,918 -1.04 81,186 10.54 0.0243
2023-11-14 2023-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 475,045 -31,190 -6.16 73,447 0.17 0.0241
2023-08-14 2023-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 506,235 -48,018 -8.66 73,319 -6.93 0.0230
2023-05-22 2023-03-31 13F/A-1 APPLIED INDUSTRIAL TECH COM 03820C105 554,253 38,863 7.54 78,776 21.28 0.0258
2023-05-15 2023-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 554,253 38,863 78,776 0.0048
2023-02-14 2022-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 515,390 83,424 19.31 64,956 46.33 0.0223
2022-11-14 2022-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 431,966 80,144 22.78 44,391 31.19 0.0164
2022-08-15 2022-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 351,822 9,457 2.76 33,836 -3.73 0.0118
2022-05-16 2022-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 342,365 8,085 2.42 35,148 2.38 0.0104
2022-02-14 2021-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 334,280 49,674 17.45 34,332 33.84 0.0095
2021-11-15 2021-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 284,606 1,138 0.40 25,652 -0.62 0.0082
2021-08-16 2021-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 283,468 -1,908 -0.67 25,812 -0.79 0.0080
2021-05-17 2021-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 285,376 -3,288 -1.14 26,017 15.57 0.0086
2021-02-12 2020-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 288,664 14,207 5.18 22,512 48.87 0.0080
2020-11-16 2020-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 274,457 7,685 2.88 15,122 -9.14 0.0062
2020-08-14 2020-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 266,772 -24,223 -8.32 16,644 25.11 0.0071
2020-05-15 2020-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 290,995 2,276 0.79 13,303 -30.91 0.0070
2020-02-14 2019-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 288,719 -4,659 -1.59 19,255 15.56 0.0080
2019-11-14 2019-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 293,378 -59,247 -16.80 16,663 -23.21 0.0075
2019-08-14 2019-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 352,625 -17,434 -4.71 21,699 -1.40 0.0097
2019-05-15 2019-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 370,059 26,606 7.75 22,007 18.79 0.0101
2019-02-14 2018-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 343,453 36,349 11.84 18,526 -22.91 0.0093
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOL COM 03820C105 307,104 526 0.17 24,031 11.74 0.0084
2018-08-14 2018-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 306,578 4,460 1.48 21,506 -2.36 0.0095
2018-05-14 2018-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 302,118 -6,473 -2.10 22,025 4.81 0.0100
2018-02-12 2017-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 308,591 -8,143 -2.57 21,015 0.84 0.0096
2017-11-07 2017-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 316,734 -3,951 -1.23 20,840 10.05 0.0099
2017-08-10 2017-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 320,685 -11,319 -3.41 18,936 -7.78 0.0095
2017-05-05 2017-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 332,004 -21,231 -6.01 20,534 -2.13 0.0106
2017-02-03 2016-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 353,235 -4,465 -1.25 20,980 25.49 0.0115
2016-11-08 2016-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 357,700 -2,930 -0.81 16,718 2.68 0.0094
2016-08-08 2016-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 360,630 15,312 4.43 16,281 8.65 0.0095
2016-05-12 2016-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 345,318 -5,738 -1.63 14,985 5.41 0.0089
2016-02-11 2015-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 351,056 81,697 30.33 14,216 38.33 0.0083
2015-11-12 2015-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 269,359 -9,091 -3.26 10,277 -6.91 0.0064
2015-08-13 2015-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 278,450 -4,652 -1.64 11,040 -13.99 0.0063
2015-05-14 2015-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 283,102 13,037 4.83 12,835 4.25 0.0074
2015-02-13 2014-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 270,065 -1,122 -0.41 12,312 -0.54 0.0072
2014-11-14 2014-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 271,187 66,270 32.34 12,379 19.07 0.0074
2014-08-13 2014-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 204,917 5,451 2.73 10,396 8.03 0.0061
2014-05-14 2014-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 199,466 31,289 18.60 9,623 16.56 0.0058
2014-02-14 2013-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 168,177 5,228 3.21 8,256 -1.62 0.0050
2013-11-14 2013-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 162,949 4,925 3.12 8,392 9.89 0.0055
2013-08-14 2013-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 158,024 158,024 7,637 0.0053
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.