Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership102,972 shares
Latest Disclosed Value $ 27,320,478
Rhumbline Advisers reports 1.00% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 102,972 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $27,320,531 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 101,952 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 1.00% during the quarter. The current value of the position is $32,466,042 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)
2026-05-12 2026-03-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 102,972 1,020 1.00 27,320 4.36 0.0234
2026-02-13 2025-12-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 101,952 -1,665 -1.61 26,178 -3.22 0.0212
2025-11-06 2025-09-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 103,617 -852 -0.82 27,049 11.39 0.0217
2025-08-12 2025-06-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 104,469 -21,617 -17.14 24,284 -14.53 0.0208
2025-05-29 2025-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 126,086 1,891 1.52 28,412 -4.47 0.0266
2025-04-08 2025-03-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 126,086 1,891 28,412 0.0266
2025-05-29 2024-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 124,195 1,868 1.53 29,741 8.96 0.0266
2025-01-30 2024-12-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 124,195 1,868 29,741 0.0266
2024-11-12 2024-09-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 122,327 -5,895 -4.60 27,295 9.72 0.0246
2024-08-01 2024-06-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 128,222 2,150 1.71 24,875 -0.12 0.0234
2024-05-09 2024-03-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 126,072 8,552 7.28 24,905 22.72 0.0239
2024-02-08 2023-12-31 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 117,520 -3,133 -2.60 20,295 8.79 0.0213
2023-11-09 2023-09-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 120,653 -255 -0.21 18,654 6.53 0.0217
2023-08-08 2023-06-30 13F APPLIED INDL TECHNOLOGIES INC COM COM 03820C105 120,908 -756 -0.62 17,511 102,905.88 0.0196
2023-05-11 2023-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 121,664 8,426 7.44 17 -99.88 0.0213
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 113,238 -583 -0.51 14,271 21.98 0.0192
2022-11-10 2022-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 113,821 5,460 5.04 11,699 12.26 0.0174
2022-08-11 2022-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 108,361 4,454 4.29 10,421 -2.31 0.0152
2022-05-12 2022-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 103,907 5,974 6.10 10,667 6.05 0.0137
2022-02-10 2021-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 97,933 182 0.19 10,058 14.17 0.0123
2021-11-12 2021-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 97,751 -15,562 -13.73 8,810 -14.62 0.0119
2021-08-05 2021-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 113,313 -13,958 -10.97 10,318 -11.07 0.0135
2021-05-06 2021-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 127,271 -689 -0.54 11,603 16.26 0.0158
2021-02-10 2020-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 127,960 8,876 7.45 9,980 52.09 0.0138
2020-11-12 2020-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 119,084 -10,925 -8.40 6,562 -19.10 0.0103
2020-08-13 2020-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 130,009 635 0.49 8,111 37.13 0.0135
2020-05-06 2020-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 129,374 1,578 1.23 5,915 -30.60 0.0124
2020-02-05 2019-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 127,796 8,480 7.11 8,523 25.76 0.0143
2019-10-23 2019-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 119,316 68 0.06 6,777 -7.63 0.0124
2019-08-14 2019-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 119,248 3,552 3.07 7,337 6.64 0.0138
2019-05-01 2019-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 115,696 621 0.54 6,880 10.84 0.0133
2019-01-31 2018-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 115,075 19,347 20.21 6,207 -17.14 0.0135
2018-11-07 2018-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 95,728 -2,922 -2.96 7,491 8.25 0.0145
2018-08-06 2018-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 98,650 1,891 1.95 6,920 -1.90 0.0140
2018-05-02 2018-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 96,759 1,279 1.34 7,054 8.49 0.0147
2018-02-09 2017-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 95,480 12,844 15.54 6,502 19.59 0.0132
2017-11-06 2017-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 82,636 1,695 2.09 5,437 13.74 0.0118
2017-08-02 2017-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 80,941 -1,948 -2.35 4,780 -6.77 0.0109
2017-05-02 2017-03-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 82,889 20,660 33.20 5,127 38.72 0.0120
2017-01-27 2016-12-31 13F APPLIED INDL TECHNOLOGIES COM 03820C105 62,229 -1,335 -2.10 3,696 24.40 0.0094
2016-11-08 2016-09-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 63,564 -9,310 -12.78 2,971 -9.70 0.0082
2016-08-11 2016-06-30 13F APPLIED INDL TECHNOLOGIES COM 03820C105 72,874 -9,081 -11.08 3,290 -7.51 0.0097
2016-05-02 2016-03-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 81,955 4,565 5.90 3,557 13.50 0.0110
2016-02-03 2015-12-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 77,390 3,370 4.55 3,134 10.98 0.0101
2015-11-04 2015-09-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 74,020 4,087 5.84 2,824 1.84 0.0096
2015-08-04 2015-06-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 69,933 -4,555 -6.12 2,773 -17.89 0.0088
2015-05-12 2015-03-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 74,488 4,430 6.32 3,377 5.73 0.0097
2015-02-06 2014-12-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 70,058 100 0.14 3,194 0.00 0.0093
2014-11-12 2014-09-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 69,958 9,860 16.41 3,194 4.76 0.0096
2014-08-06 2014-06-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 60,098 7,186 13.58 3,049 19.47 0.0089
2014-05-06 2014-03-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 52,912 -2,305 -4.17 2,552 -5.86 0.0076
2014-02-03 2013-12-31 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 55,217 -280 -0.50 2,711 -5.14 0.0080
2013-11-05 2013-09-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 55,497 -1,287 -2.27 2,858 4.15 0.0089
2013-08-07 2013-06-30 13F APPLIED INDUSTRIAL TECH INC COM 03820C105 56,784 56,784 2,744 0.0088
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.