Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership28,051 shares
Latest Disclosed Value $ 7,442,491
Citigroup Inc reports 15.31% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 28,051 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $7,442,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,327 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 15.31% during the quarter. The current value of the position is $8,790,903 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)
2026-05-11 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,051 3,724 15.31 7,442 19.15 0.0016
2026-02-13 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,327 -5,992 -19.76 6,246 -21.08 0.0028
2025-11-10 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,319 9,321 44.39 7,915 62.17 0.0035
2025-08-11 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 20,998 -29,205 -58.17 4,881 -56.86 0.0024
2025-05-12 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 50,203 4,054 8.78 11,313 2.36 0.0058
2025-02-12 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 46,149 6,101 15.23 11,051 23.68 0.0066
2024-11-12 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 40,048 22,089 123.00 8,936 156.46 0.0052
2024-08-12 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,959 -499 -2.70 3,484 -4.44 0.0022
2024-05-10 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,458 -10,328 -35.88 3,646 -26.65 0.0024
2024-02-09 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,786 8,876 44.58 4,971 61.50 0.0035
2023-12-06 2023-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,910 -17,712 -47.08 3,078 -43.50 0.0023
2023-11-09 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,910 -17,712 3,078 0.0009
2023-08-10 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 37,622 12,755 51.29 5,449 54.16 0.0036
2023-05-11 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,867 -4,677 -15.83 3,534 -5.08 0.0025
2023-02-09 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 29,544 6,174 26.42 3,723 54.93 0.0030
2022-11-10 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,370 1,105 4.96 2,403 12.24 0.0017
2022-08-10 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 22,265 -16,652 -42.79 2,141 -46.41 0.0016
2022-05-12 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 38,917 1,262 3.35 3,995 3.31 0.0024
2022-02-10 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 37,655 7,421 24.55 3,867 41.91 0.0021
2021-11-10 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,234 -700 -2.26 2,725 -3.27 0.0016
2021-08-10 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,934 17,269 126.37 2,817 126.08 0.0017
2021-05-13 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,665 -5,590 -29.03 1,246 -17.04 0.0008
2021-02-11 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,255 6,947 56.44 1,502 121.53 0.0009
2020-11-12 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,308 -12,804 -50.99 678 -56.73 0.0004
2020-08-12 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,112 5,091 25.43 1,567 71.26 0.0012
2020-05-12 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 20,021 -34,719 -63.43 915 -74.94 0.0008
2020-02-12 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 54,740 26,363 92.90 3,651 126.49 0.0026
2019-11-08 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,377 -3,983 -12.31 1,612 -19.04 0.0013
2019-08-12 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 32,360 6,159 23.51 1,991 27.79 0.0016
2019-05-13 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 26,201 -1,658 -5.95 1,558 3.73 0.0015
2019-02-12 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,859 119 0.43 1,502 -30.78 0.0015
2018-11-13 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,740 6,672 31.67 2,170 46.82 0.0019
2018-08-10 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,068 -9,156 -30.29 1,478 -32.91 0.0014
2018-05-11 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,224 2,494 8.99 2,203 16.68 0.0018
2018-02-12 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,730 -13,281 -32.38 1,888 -30.02 0.0015
2017-11-13 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 41,011 -7,090 -14.74 2,698 -5.00 0.0022
2017-08-11 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 48,101 -288 -0.60 2,840 -5.11 0.0026
2017-05-12 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 48,389 -36,245 -42.83 2,993 -40.47 0.0027
2017-02-10 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 84,634 49,291 139.46 5,028 204.36 0.0045
2016-11-10 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 35,343 11,357 47.35 1,652 52.68 0.0015
2016-08-12 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,986 -22,004 -47.85 1,082 -45.79 0.0011
2016-05-13 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,990 20,412 79.80 1,996 92.66 0.0022
2016-02-12 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,578 6,819 36.35 1,036 44.69 0.0010
2015-11-13 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,759 11,629 163.10 716 153.00 0.0007
2015-08-13 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,130 -9,971 -58.31 283 -63.48 0.0003
2015-05-14 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,101 -15,856 -48.11 775 -48.44 0.0007
2015-02-17 2014-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 32,957 21,921 198.63 1,503 198.21 0.0013
2014-11-14 2014-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,036 5,101 85.95 504 67.44 0.0004
2014-08-14 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,935 -12,867 -68.43 301 -66.81 0.0003
2014-05-15 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,802 3,144 20.08 907 17.95 0.0009
2014-02-14 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,658 8,231 110.83 769 101.31 0.0007
2013-11-14 2013-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,427 -5,934 -44.41 382 -40.87 0.0004
2013-08-14 2013-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,361 13,361 646 0.0006
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.