Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership978,840 shares
Latest Disclosed Value $ 259,705,771
First Trust Advisors Lp reports 34.29% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 978,840 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $259,705,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 728,879 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 34.29% during the quarter. The current value of the position is $308,618,464 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)
2026-05-13 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 978,840 249,961 34.29 259,706 38.77 0.1851
2026-02-13 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 728,879 -204,188 -21.88 187,154 -23.16 0.1360
2025-11-12 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 933,067 172,857 22.74 243,577 37.84 0.1810
2025-08-13 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 760,210 -1,307 -0.17 176,711 2.98 0.1421
2025-05-14 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 761,517 356,733 88.13 171,600 77.03 0.1520
2025-02-13 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 404,784 134,975 50.03 96,934 61.01 0.0854
2024-11-13 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 269,809 234,920 673.34 60,202 789.51 0.0574
2024-08-13 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 34,889 3,179 10.03 6,768 8.05 0.0069
2024-05-13 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,710 -50 -0.16 6,264 14.22 0.0064
2024-02-13 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,760 -4,335 -12.01 5,485 -1.72 0.0060
2023-11-13 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 36,095 2,400 7.12 5,581 14.34 0.0066
2023-08-14 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 33,695 -11,445 -25.35 4,880 -23.93 0.0055
2023-05-15 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,140 -6,331 -12.30 6,416 -1.09 0.0074
2023-02-09 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 51,471 29,611 135.46 6,487 188.65 0.0077
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,860 6,136 39.02 2,247 48.61 0.0029
2022-08-12 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,724 -512 -3.15 1,512 -9.30 0.0019
2022-05-13 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,236 -10,872 -40.11 1,667 -40.12 0.0017
2022-02-08 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,108 -416 -1.51 2,784 12.21 0.0027
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,524 27,524 2,481 0.0027
2021-10-12 2021-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -20,305 -100.00 0 -100.00
2021-08-16 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -20,305 0
2021-05-14 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 20,305 4,320 27.03 1,851 48.44 0.0022
2021-02-02 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,985 15,985 1,247 0.0017
2020-11-05 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -11,037 -100.00 0 -100.00
2020-07-22 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,037 -7,282 -39.75 689 -17.78 0.0012
2020-05-06 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,319 -10,933 -37.38 838 -57.05 0.0019
2020-02-03 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 29,252 -7,211 -19.78 1,951 -5.79 0.0033
2019-11-04 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 36,463 9,413 34.80 2,071 24.46 0.0039
2019-07-30 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,050 13,620 101.41 1,664 108.26 0.0031
2019-06-19 2019-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,430 -37,260 -73.51 799 -70.78 0.0016
2019-05-09 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,430 -37,260 799
2019-02-07 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 50,690 17,029 50.59 2,734 3.80 0.0065
2018-10-25 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 33,661 12,598 59.81 2,634 78.21 0.0049
2018-08-02 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,063 1,315 6.66 1,478 2.64 0.0031
2018-04-23 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,748 -8,101 -29.09 1,440 -24.09 0.0033
2018-02-08 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,849 8,845 46.54 1,897 51.76 0.0045
2017-10-24 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,004 14,004 280.08 1,250 323.73 0.0032
2017-08-02 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,000 5,000 295 0.0008
2016-11-01 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -23,261 -100.00 0 -100.00
2016-08-04 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,261 -6,998 -23.13 1,050 -20.03 0.0033
2016-05-10 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,259 -9,224 -23.36 1,313 -17.89 0.0042
2016-05-04 2015-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 39,483 -24,402 -38.20 1,599 -34.39 0.0041
2016-02-03 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 39,483 1,599
2015-11-05 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 63,885 17,931 39.02 2,437 33.75 0.0071
2015-08-04 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,954 2,737 6.33 1,822 -6.99 0.0047
2015-05-04 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 43,217 7,748 21.84 1,959 21.15 0.0058
2015-02-13 2014-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 35,469 -8,051 -18.50 1,617 -18.62 0.0055
2014-11-12 2014-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 43,520 545 1.27 1,987 -8.85 0.0078
2014-08-11 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 42,975 -1,600 -3.59 2,180 1.40 0.0091
2014-05-12 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 44,575 26,690 149.23 2,150 144.87 0.0094
2014-08-08 2013-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,885 -4,442 -19.90 878 -23.65 0.0043
2014-02-13 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,885 878
2013-11-12 2013-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 22,327 1,489 7.15 1,150 14.20 0.0062
2013-08-12 2013-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 20,838 20,838 1,007 0.0066
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.