Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership88,547 shares
Latest Disclosed Value $ 22,736,213
Barclays Plc reports 11.67% decrease in ownership of AIT / Applied Industrial Technologies, Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 88,547 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $22,736,213 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 100,244 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of -11.67% during the quarter. The current value of the position is $27,749,744 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.

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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)
2026-02-13 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 88,547 -11,697 -11.67 22,736 -13.12 0.0055
2026-03-31 2025-09-30 13F/A-3 APPLIED INDL TECHNOLOGIES IN COM 03820C105 100,244 47,868 91.39 26,169 114.95 0.0057
2026-03-19 2025-09-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 74,109 21,733 16,536 0.0044
2025-11-12 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 100,244 47,868 26,169 0.0057
2026-02-27 2025-06-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 52,376 -14,241 -21.38 12,175 -18.90 0.0028
2025-08-14 2025-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 52,376 -14,241 12 0.0028
2025-08-13 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 52,376 -14,241 12 0.0009
2026-03-17 2025-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 66,617 -29,753 -30.87 15,011 -34.95 0.0043
2025-05-15 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 66,617 -29,753 15 0.0043
2026-03-19 2024-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 96,370 22,261 30.04 23,078 39.56 0.0065
2025-02-13 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 96,370 22,261 23 0.0065
2026-03-31 2024-09-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 74,109 45,224 156.57 16,536 195.11 0.0044
2024-11-19 2024-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 74,109 45,224 17 0.0044
2024-11-15 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 74,109 45,224 17 0.0044
2026-03-23 2024-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,885 -41,363 -58.88 5,604 -59.62 0.0017
2024-08-14 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,885 -41,363 6 0.0017
2026-03-24 2024-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 70,248 8,571 13.90 13,877 30.29 0.0048
2024-05-15 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 70,248 8,571 14 0.0048
2026-03-25 2023-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 61,677 39,811 182.07 10,651 215.12 0.0039
2024-02-15 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 61,677 39,811 11 0.0039
2026-03-26 2023-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,866 -2,044 -8.55 3,381 -2.37 0.0021
2023-11-07 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,866 -2,044 3 0.0021
2026-03-30 2023-06-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,910 1,923 8.75 3,463 10.78 0.0022
2023-09-20 2023-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,910 1,923 3 0.0022
2023-08-03 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,910 1,923 3 0.0022
2026-03-30 2023-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,987 -4,219 -16.10 3,125 -5.36 0.0014
2023-05-04 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,987 -4,219 3 0.0014
2026-03-30 2022-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 26,206 2,906 12.47 3,303 37.93 0.0015
2023-02-13 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 26,206 2,906 3 0.0015
2022-11-03 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 -1,034 -4.25 2,394 2.26 0.0026
2022-08-12 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,334 -23,524 -49.15 2,341 -52.37 0.0014
2022-05-16 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 47,858 -11,584 -19.49 4,915 -19.49 0.0038
2022-02-23 2021-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 59,442 15,693 35.87 6,105 54.83 0.0023
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 59,442 15,693 6,105 0.0007
2021-11-09 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 43,749 7,287 19.99 3,943 18.73 0.0018
2021-08-13 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 36,462 -19,177 -34.47 3,321 -34.54 0.0016
2021-05-13 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 55,639 6,182 12.50 5,073 31.49 0.0027
2021-02-11 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 49,457 -987 -1.96 3,858 38.78 0.0020
2020-11-12 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 50,444 9,513 23.24 2,780 8.85 0.0017
2020-08-12 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 40,931 -974 -2.32 2,554 33.23 0.0020
2020-05-13 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 41,905 -22,280 -34.71 1,917 -55.22 0.0015
2020-02-10 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 64,185 10,953 20.58 4,281 41.57 0.0024
2019-11-15 2019-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 53,232 6,607 14.17 3,024 5.40 0.0019
2019-11-14 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 53,232 6,607 3,024 699.1522
2019-08-14 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 46,625 9,397 25.24 2,869 29.53 0.0018
2019-05-15 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 37,228 5,117 15.94 2,215 27.81 0.0015
2019-02-14 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 32,111 -22,205 -40.88 1,733 -59.23 0.0013
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 54,316 34,448 173.38 4,251 204.73 0.0029
2018-08-14 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,868 4,918 32.90 1,395 28.10 0.0012
2018-05-15 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 14,950 -1,134 -7.05 1,089 -0.64 0.0008
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,084 7,475 86.83 1,096 93.30 0.0009
2017-11-14 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,609 -7,036 -44.97 567 -38.64 0.0006
2017-08-14 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,645 -5,494 -25.99 924 -29.30 0.0010
2017-05-15 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,139 15,632 283.86 1,307 299.69 0.0014
2017-02-14 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,507 2,454 80.38 327 130.28 0.0004
2016-11-14 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,053 2,419 381.55 142 389.66 0.0002
2016-08-12 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 634 469 284.24 29 314.29 0.0000
2016-05-16 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 165 165 0.00 7 0.0000
2016-02-12 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -352 -100.00 0 -100.00
2015-11-13 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 352 -416 -54.17 13 -56.67 0.0000
2015-08-14 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 768 -1,961 -71.86 30 -75.41 0.0000
2015-05-19 2015-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,729 -2,119 -43.71 122 -44.04 0.0001
2015-05-14 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,729 122
2015-02-13 2014-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,848 1,514 45.41 218 44.37 0.0002
2014-11-14 2014-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,334 -3,086 -48.07 151 -52.81 0.0001
2014-08-14 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,420 4,702 273.69 320 290.24 0.0003
2014-05-15 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,718 -2,455 -58.83 82 -59.80 0.0001
2014-02-13 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,173 -17,974 -81.16 204 -81.93 0.0002
2013-11-14 2013-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 22,147 -9,949 -31.00 1,129 -27.21 0.0013
2013-08-14 2013-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 32,096 32,096 1,551 0.0019
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.