Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership1,633,410 shares
Ownership 4.15%
Neuberger Berman Group LLC ownership in AIT / Applied Industrial Technologies, Inc.

2016-02-09 - Neuberger Berman Group LLC has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,633,410 shares of Applied Industrial Technologies, Inc. (US:AIT). This represents 4.15 percent ownership of the company. In their previous filing dated 2015-02-11 , Neuberger Berman Group LLC had reported owning 1,633,410 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2016-02-09 2016-02-09 13G/A 1,633,410 1,633,410 0.00 4.15
2015-02-11 2015-02-11 13G/A 2,792,652 6.76
2014-02-12 2014-02-12 13G/A 3,219,440 7.64
2013-02-14 2013-02-14 13G 3,149,518 7.49

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-14 2026-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 44,136 -11,536 -20.72 11,710 -18.08 0.0046
2026-02-13 2025-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 55,672 9,436 20.41 14,295 18.44 0.0106
2025-11-12 2025-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 46,236 1,262 2.81 12,070 15.45 0.0088
2025-08-25 2025-06-30 13F/A-1 APPLIED INDUSTRIAL TECH Common 03820C105 44,974 -26,942 -37.46 10,454 -35.49 0.0080
2025-08-13 2025-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 44,974 -26,942 10,454 0.0042
2025-05-13 2025-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 71,916 -4,349 -5.70 16,206 -11.27 0.0136
2025-02-13 2024-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 76,265 3,105 4.24 18,263 11.88 0.0145
2024-11-14 2024-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 73,160 2,199 3.10 16,324 18.58 0.0127
2024-11-14 2024-06-30 13F/A-1 APPLIED INDUSTRIAL TECH Common 03820C105 70,961 2,044 2.97 13,766 1.12 0.0113
2024-08-13 2024-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 70,961 2,044 13,766 0.0113
2024-11-14 2024-03-31 13F/A-1 APPLIED INDUSTRIAL TECH Common 03820C105 68,917 760 1.12 13,615 15.67 0.0113
2024-05-13 2024-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 68,917 760 13,615 0.0113
2024-11-14 2023-12-31 13F/A-2 APPLIED INDUSTRIAL TECH Common 03820C105 68,157 15,129 28.53 11,770 43.57 0.0103
2024-02-09 2023-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 68,157 15,129 11,770 0.0103
2023-11-14 2023-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 53,028 344 0.65 8,199 7.44 0.0075
2023-08-11 2023-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 52,684 21,948 71.41 7,630 74.68 0.0068
2023-05-12 2023-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 30,736 28,505 1,277.68 4,369 1,454.45 0.0041
2023-02-13 2022-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 2,231 0 0.00 281 22.71 0.0003
2022-11-15 2022-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 2,231 45 2.06 229 9.05 0.0002
2022-08-15 2022-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 2,186 13 0.60 210 -5.83 0.0002
2022-05-23 2022-03-31 13F/A-1 APPLIED INDUSTRIAL TECH Common 03820C105 2,173 2,173 223 0.0002
2021-02-10 2020-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 0 -67,085 -100.00 0 -100.00
2020-11-12 2020-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 67,085 -683,867 -91.07 3,696 -92.11 0.0044
2020-08-13 2020-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 750,952 89,277 13.49 46,852 54.87 0.0583
2020-05-14 2020-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 661,675 -18,586 -2.73 30,252 -33.32 0.0461
2020-02-12 2019-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 680,261 148,295 27.88 45,366 50.14 0.0529
2019-11-13 2019-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 531,966 -3,309 -0.62 30,216 -8.26 0.0369
2019-08-13 2019-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 535,275 -12,485 -2.28 32,935 1.11 0.0394
2019-05-13 2019-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 547,760 -17,553 -3.11 32,575 6.83 0.0399
2019-02-12 2018-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 565,313 -21,465 -3.66 30,493 -33.59 0.0425
2018-11-16 2018-09-30 13F/A-1 APPLIED INDUSTRIAL TECH Common 03820C105 586,778 -21,852 -3.59 45,915 7.54 0.0520
2018-11-13 2018-09-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 586,778 -21,852 45,915
2018-08-13 2018-06-30 13F APPLIED INDUSTRIAL TECH Common 03820C105 608,630 -25,115 -3.96 42,695 -7.59 0.0471
2018-05-08 2018-03-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 633,745 -20,009 -3.06 46,200 3.77 0.0528
2018-02-14 2017-12-31 13F APPLIED INDUSTRIAL TECH Common 03820C105 653,754 -158,795 -19.54 44,521 -16.73 0.0512
2017-11-15 2017-09-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 812,549 -23,783 -2.84 53,466 8.26 0.0669
2017-08-08 2017-06-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 836,332 -36,393 -4.17 49,385 -8.51 0.0634
2017-05-10 2017-03-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 872,725 -2,330 -0.27 53,978 3.85 0.0697
2017-02-06 2016-12-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 875,055 -106,280 -10.83 51,978 13.32 0.0698
2016-11-02 2016-09-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 981,335 -58,475 -5.62 45,868 -2.28 0.0622
2016-08-05 2016-06-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 1,039,810 -317,500 -23.39 46,937 -20.32 0.0647
2016-05-06 2016-03-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 1,357,310 -276,100 -16.90 58,907 -10.93 0.0810
2016-01-28 2015-12-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 1,633,410 -689,544 -29.68 66,137 -25.37 0.0866
2015-11-10 2015-09-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 2,322,954 -98,518 -4.07 88,621 -7.70 0.1142
2015-07-31 2015-06-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 2,421,472 -230,676 -8.70 96,011 -20.16 0.1068
2015-05-06 2015-03-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 2,652,148 2,652,148 0.00 120,248 0.1284
2015-02-05 2014-12-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 0 -2,943,949 -100.00 0 -100.00
2014-11-04 2014-09-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 2,943,949 -130,388 -4.24 134,391 -13.83 0.1379
2014-08-05 2014-06-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 3,074,337 -94,992 -3.00 155,961 2.01 0.1523
2014-05-05 2014-03-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 3,169,329 -50,111 -1.56 152,888 -3.26 0.1555
2014-02-11 2013-12-31 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 3,219,440 38,425 1.21 158,042 -3.53 0.1625
2013-10-29 2013-09-30 13F/A-1 APPLIED INDUSTRIAL COMMON STOCK 03820C105 3,181,015 -59,791 -1.84 163,822 4.59 0.1819
2013-10-29 2013-09-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 2,784,884 114,542
2013-08-13 2013-06-30 13F APPLIED INDUSTRIAL COMMON STOCK 03820C105 3,240,806 3,240,806 156,628 0.1862
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.