Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership31,387 shares
Latest Disclosed Value $ 8,327,580
LPL Financial LLC reports 44.19% decrease in ownership of AIT / Applied Industrial Technologies, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 31,387 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $8,327,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 56,239 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of -44.19% during the quarter. The current value of the position is $9,896,007 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)
2026-05-06 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,387 -24,852 -44.19 8,328 -42.33 0.0022
2026-02-11 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 56,239 -20,651 -26.86 14,440 -28.06 0.0039
2025-11-12 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 76,890 2,896 3.91 20,072 16.70 0.0059
2025-08-12 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 73,994 5,715 8.37 17,200 13.05 0.0057
2025-05-07 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 68,279 36,951 117.95 15,215 97.02 0.0059
2025-02-11 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,328 5,980 23.59 7,723 36.55 0.0031
2024-11-08 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,348 289 1.15 5,656 16.33 0.0025
2024-08-07 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,059 4,044 19.24 4,861 17.10 0.0024
2024-05-10 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,015 1,269 6.43 4,152 21.77 0.0022
2024-02-14 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,746 3,052 18.28 3,410 32.13 0.0021
2023-11-13 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,694 1,248 8.08 2,581 15.33 0.0018
2023-07-31 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,446 1,701 12.38 2,237 14.54 0.0016
2023-05-10 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,745 -1,497 -9.82 1,954 7.60 0.0015
2023-02-07 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,242 2,470 19.34 1,816 38.23 0.0016
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,772 2 0.02 1,313 10.15 0.0013
2022-08-12 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,770 2,024 18.83 1,192 9.06 0.0011
2022-05-16 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,746 2,978 38.34 1,093 37.66 0.0009
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,768 1,308 20.25 794 32.33 0.0007
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,460 -32 -0.49 600 1.52 0.0006
2021-08-13 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,492 1,609 32.95 591 32.81 0.0006
2021-05-14 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,883 77 1.60 445 18.67 0.0005
2021-02-12 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,806 295 6.54 375 50.60 0.0005
2020-11-09 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,511 3 0.07 249 -11.39 0.0004
2020-08-13 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,508 4,508 281 0.0005
2020-05-14 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -5,168 -100.00 0 -100.00
2020-02-14 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,168 -5 -0.10 344 17.01 0.0006
2019-11-13 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,173 79 1.55 294 -5.47 0.0006
2019-08-09 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,094 263 5.44 311 7.61 0.0007
2019-05-08 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,831 1,041 27.47 289 41.67 0.0007
2019-02-07 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,790 -722 -16.00 204 -42.21 0.0005
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,512 17 0.38 353 12.06 0.0008
2018-08-14 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,495 485 12.09 315 9.38 0.0008
2018-05-15 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,010 900 28.94 288 35.85 0.0008
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,110 3,110 212 0.0006
2017-11-14 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -7,735 -100.00 0 -100.00
2017-08-14 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,735 -55 -0.71 457 -3.59 0.0017
2017-05-15 2017-03-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 7,790 -70 -0.89 474 0.00 0.0032
2017-02-13 2016-12-31 13F APPLIED INDUSTRIAL TECH COM 03820C105 7,860 7,860 474 0.0036
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.