Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership900,628 shares
Latest Disclosed Value $ 238,999,273
Geode Capital Management, Llc reports 31.07% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 900,628 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $238,954,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 687,161 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 31.07% during the quarter. The current value of the position is $283,959,002 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)
2026-05-15 2026-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 900,628 213,467 31.07 238,999 35.43 0.0079
2026-02-09 2025-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 687,161 1,889 0.28 176,479 -1.37 0.0109
2025-11-12 2025-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 685,272 12,936 1.92 178,923 14.47 0.0114
2025-08-08 2025-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 672,336 -259,029 -27.81 156,310 -25.54 0.0110
2025-05-13 2025-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 931,365 -129,866 -12.24 209,921 -17.41 0.0165
2025-02-12 2024-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 1,061,231 20,842 2.00 254,182 9.48 0.0197
2024-11-12 2024-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 1,040,389 40,689 4.07 232,181 19.70 0.0188
2024-08-09 2024-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 999,700 56,903 6.04 193,975 4.13 0.0170
2024-05-13 2024-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 942,797 130,105 16.01 186,274 32.71 0.0172
2024-02-13 2023-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 812,692 39,824 5.15 140,361 17.45 0.0147
2023-11-13 2023-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 772,868 29,540 3.97 119,509 11.01 0.0142
2023-08-11 2023-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 743,328 29,683 4.16 107,656 6.14 0.0127
2023-05-15 2023-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 713,645 30,430 4.45 101,430 117,841.86 0.0132
2023-02-13 2022-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 683,215 21,790 3.29 86 -99.87 0.0121
2022-11-14 2022-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 661,425 15,540 2.41 67,981 9.45 0.0103
2022-08-12 2022-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 645,885 -2,350 -0.36 62,114 -6.66 0.0091
2022-05-13 2022-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 648,235 -26,576 -3.94 66,547 -3.98 0.0083
2022-02-11 2021-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 674,811 12,225 1.85 69,303 16.05 0.0083
2021-11-12 2021-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 662,586 -19,671 -2.88 59,718 -3.88 0.0080
2021-08-13 2021-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 682,257 15,230 2.28 62,126 2.16 0.0086
2021-05-12 2021-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 667,027 45,598 7.34 60,812 25.48 0.0093
2021-02-12 2020-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 621,429 44,544 7.72 48,465 52.48 0.0081
2020-11-13 2020-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 576,885 -13,185 -2.23 31,785 -13.66 0.0062
2020-08-13 2020-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 590,070 11,706 2.02 36,814 39.23 0.0079
2020-05-14 2020-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 578,364 50,586 9.58 26,442 -24.87 0.0069
2020-02-20 2019-12-31 13F/A-1 APPLIED INDUSTRIAL TECH COM 03820C105 527,778 -8,549 -1.59 35,197 15.54 0.0074
2020-02-13 2019-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 527,778 -8,549 35,197 4,485.5490
2019-11-12 2019-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 536,327 -515 -0.10 30,463 -7.77 0.0071
2019-08-14 2019-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 536,842 79,639 17.42 33,031 21.49 0.0080
2019-05-14 2019-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 457,203 46,681 11.37 27,189 22.79 0.0070
2019-03-06 2018-12-31 13F/A-1 APPLIED INDUSTRIAL TECH COM 03820C105 410,522 30,617 8.06 22,143 -25.51 0.0068
2019-02-13 2018-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 410,522 30,617 22,143
2018-11-13 2018-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 379,905 23,769 6.67 29,727 18.99 0.0084
2018-08-14 2018-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 356,136 23,376 7.02 24,982 2.98 0.0077
2018-05-15 2018-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 332,760 2,542 0.77 24,258 7.88 0.0079
2018-02-13 2017-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 330,218 183 0.06 22,487 3.56 0.0076
2017-11-14 2017-09-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 330,035 10,396 3.25 21,715 15.05 0.0080
2017-08-14 2017-06-30 13F APPLIED INDUSTRIAL TECH COM 03820C105 319,639 7,214 2.31 18,874 -2.32 0.0074
2017-06-21 2017-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES I COM COM 03820C105 312,425 31,094 11.05 19,323 15.63 0.0079
2017-05-12 2017-03-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 312,425 19,323
2017-02-14 2016-12-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 281,331 8,887 3.26 16,711 31.23 0.0078
2016-11-10 2016-09-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 272,444 3,273 1.22 12,734 4.81 0.0064
2016-08-12 2016-06-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 269,171 -489 -0.18 12,150 3.82 0.0066
2016-05-13 2016-03-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 269,660 24,638 10.06 11,703 17.97 0.0062
2016-02-12 2015-12-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 245,022 2,102 0.87 9,920 7.05 0.0057
2015-11-13 2015-09-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 242,920 2,442 1.02 9,267 -2.80 0.0056
2015-08-14 2015-06-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 240,478 -218 -0.09 9,534 -12.64 0.0054
2015-05-14 2015-03-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 240,696 1,880 0.79 10,913 0.24 0.0062
2015-02-12 2014-12-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 238,816 1,823 0.77 10,887 0.64 0.0065
2014-11-14 2014-09-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 236,993 933 0.40 10,818 -9.66 0.0070
2014-08-13 2014-06-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 236,060 10,253 4.54 11,975 9.94 0.0077
2014-05-14 2014-03-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 225,807 22,458 11.04 10,892 9.12 0.0073
2014-02-14 2013-12-31 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 203,349 20,609 11.28 9,982 6.07 0.0069
2013-11-14 2013-09-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 182,740 -14,563 -7.38 9,411 -1.31 0.0075
2013-08-14 2013-06-30 13F APPLIED INDL TECHNOLOGIES I COM COM 03820C105 197,303 197,303 9,536 0.0084
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.