Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership356,779 shares
Latest Disclosed Value $ 94,660,786
Morgan Stanley reports 4.02% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 356,779 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $94,660,604 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 342,981 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 4.02% during the quarter. The current value of the position is $111,910,869 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 INDL TECHNOLOGIES IN COM 03820C105 356,779 13,798 4.02 94,661 7.49 0.0057
2026-05-27 2025-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 342,981 -3,445 -0.99 88,068 -2.62 0.0053
2026-02-13 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 342,981 -3,445 88,068 0.0053
2026-05-27 2025-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 346,426 12,471 3.73 90,435 16.50 0.0055
2025-11-14 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 346,426 12,471 90,435 0.0055
2025-08-15 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 333,955 4,169 1.26 77,628 4.46 0.0051
2025-05-15 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 329,786 -61,225 -15.66 74,314 -20.63 0.0053
2025-05-15 2024-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 391,011 30,779 8.54 93,636 16.49 0.0066
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 391,011 30,779 93,636 0.0066
2025-05-14 2024-09-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 360,232 55,166 18.08 80,379 35.81 0.0058
2025-02-14 2024-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 360,232 55,166 80,379 0.0058
2024-11-14 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 360,232 55,166 80,379 0.0058
2025-05-14 2024-06-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 305,066 -105,092 -25.62 59,183 -26.96 0.0046
2024-10-17 2024-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 305,066 -105,092 59,183 0.0046
2024-08-14 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 305,066 -105,092 59,183 0.0046
2024-10-17 2024-03-31 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 410,158 -113,444 -21.67 81,027 -10.39 0.0065
2024-08-16 2024-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 410,158 -113,444 81,027 0.0008
2024-05-15 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 410,158 -113,444 81,027 0.0065
2024-08-16 2023-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 523,602 43,542 9.07 90,421 21.83 0.0080
2024-02-13 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 523,602 43,542 90,421 0.0080
2023-11-15 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 480,060 143,355 42.58 74,222 52.20 0.0075
2023-08-14 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 336,705 21,220 6.73 48,765 8.76 0.0048
2023-05-15 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 315,485 -2,147 -0.68 44,840 12.01 0.0048
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 317,632 22,109 7.48 40,031 31.79 0.0045
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 295,523 -34,785 -10.53 30,375 -4.38 0.0041
2022-10-27 2022-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 330,308 151,329 84.55 31,765 72.88 0.0041
2022-08-15 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 330,308 151,329 31,765 0.0041
2022-10-27 2022-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 178,979 11,786 7.05 18,374 7.01 0.0025
2022-05-13 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 178,979 11,786 18,374 0.0025
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 167,193 14,491 9.49 17,170 24.75 0.0021
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 152,702 -35,923 -19.04 13,764 -19.86 0.0019
2021-08-23 2021-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 188,625 69,943 58.93 17,176 58.74 0.0023
2021-08-16 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 188,625 69,943 17,176 0.0005
2021-05-17 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 118,682 -35,629 -23.09 10,820 -10.10 0.0016
2021-02-16 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 154,311 34,158 28.43 12,035 81.80 0.0019
2020-11-13 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 120,153 -7,268 -5.70 6,620 -16.72 0.0013
2020-08-14 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 127,421 6,627 5.49 7,949 43.93 0.0018
2020-05-26 2020-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 120,794 -85,618 -41.48 5,523 -59.88 0.0015
2020-05-15 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 120,794 -85,618 5,523 424.2815
2020-02-14 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 206,412 -279,860 -57.55 13,765 -50.16 0.0032
2019-11-14 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 486,272 198,180 68.79 27,620 55.82 0.0073
2019-08-14 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 288,092 223,797 348.08 17,726 363.55 0.0047
2019-05-15 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 64,295 -153,965 -70.54 3,824 -67.52 0.0011
2019-02-14 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 218,260 125,142 134.39 11,773 61.58 0.0035
2019-04-23 2018-09-30 13F/A-2 APPLIED INDL TECHNOLOGIES IN COM 03820C105 93,118 -7,518 -7.47 7,286 3.22 0.0018
2018-11-20 2018-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 93,118 0 7,286 0.0018
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 93,118 -7,518 7,286
2019-04-23 2018-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 100,636 -3,252 -3.13 7,059 -6.79 0.0019
2018-08-14 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 100,636 -3,252 7,059
2019-04-23 2018-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 103,888 -124,948 -54.60 7,573 -51.40 0.0021
2018-05-14 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 103,888 -124,948 7,573
2019-04-23 2017-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 228,836 -18,164 -7.35 15,583 -4.12 0.0043
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 228,836 -18,164 15,583
2017-11-14 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 247,000 73,717 42.54 16,252 58.84 0.0049
2017-08-11 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 173,283 -17,280 -9.07 10,232 -13.19 0.0031
2017-05-22 2017-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 190,563 -99,788 -34.37 11,787 -31.65 0.0036
2017-05-12 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 190,563 11,787
2017-02-22 2016-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 290,351 153,199 111.70 17,246 169.05 0.0056
2017-02-13 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 290,351 17,246
2016-11-10 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 137,152 -30,269 -18.08 6,410 -15.18 0.0022
2016-08-12 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 167,421 87,743 110.12 7,557 118.47 0.0027
2016-05-12 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 79,678 11,216 16.38 3,459 24.78 0.0013
2016-02-09 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 68,462 -4,354 -5.98 2,772 -0.22 0.0010
2016-02-08 2015-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 72,816 23,142 46.59 2,778 41.09 0.0010
2015-11-09 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 72,816 2,778
2015-08-12 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 49,674 9,039 22.24 1,969 6.84 0.0007
2015-05-14 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 40,635 -733 -1.77 1,843 -2.23 0.0007
2015-02-13 2014-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 41,368 -24,780 -37.46 1,885 -37.58 0.0007
2014-12-16 2014-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 66,148 -7,858 -10.62 3,020 -19.55 0.0012
2014-11-14 2014-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 66,148 3,020
2014-08-12 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 74,006 -63,082 -46.02 3,754 -43.23 0.0064
2014-05-13 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 137,088 31,931 30.37 6,613 28.08 0.0028
2014-02-13 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 105,157 16,299 18.34 5,163 12.85 0.0022
2013-11-13 2013-09-30 13F APPLIED INDL TECHNOLOGIES I COM 03820C105 88,858 27,830 45.60 4,575 55.08 0.0022
2013-08-08 2013-06-30 13F APPLIED INDL TECHNOLOGIES I COM 03820C105 61,028 61,028 2,950 0.0015
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.