Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership301,289 shares
Latest Disclosed Value $ 79,937,997
Northern Trust Corp reports 1.42% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 301,289 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $79,937,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 297,066 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 1.42% during the quarter. The current value of the position is $94,505,321 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)
2026-05-14 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 301,289 4,223 1.42 79,938 4.80 0.0022
2026-02-17 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 297,066 -11,502 -3.73 76,278 -5.31 0.0097
2025-11-14 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 308,568 -3,229 -1.04 80,552 11.14 0.0103
2025-08-13 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 311,797 -198,566 -38.91 72,477 -36.98 0.0100
2025-05-13 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 510,363 -409 -0.08 115,005 -5.98 0.0171
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 510,772 56,732 12.49 122,315 20.73 0.0173
2024-11-13 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 454,040 -6,284 -1.37 101,310 13.45 0.0166
2024-08-14 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 460,324 9,519 2.11 89,303 0.28 0.0150
2024-05-14 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 450,805 26,444 6.23 89,057 21.53 0.0154
2024-02-13 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 424,361 -13,838 -3.16 73,283 8.17 0.0133
2023-11-13 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 438,199 -294 -0.07 67,750 6.68 0.0131
2023-08-11 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 438,493 -17,414 -3.82 63,507 -1.99 0.0122
2023-05-15 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 455,907 413 0.09 64,798 12.88 0.0128
2023-02-13 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 455,494 9,762 2.19 57,406 25.31 0.0120
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 445,732 -1,833 -0.41 45,812 6.43 0.0105
2022-08-12 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 447,565 -9,464 -2.07 43,043 -8.26 0.0092
2022-05-13 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 457,029 -14,984 -3.17 46,919 -3.21 0.0083
2022-02-08 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 472,013 -11,420 -2.36 48,475 11.25 0.0079
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 483,433 -18,662 -3.72 43,572 -4.70 0.0077
2021-08-13 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 502,095 2,231 0.45 45,721 0.32 0.0081
2021-05-12 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 499,864 -57,826 -10.37 45,574 4.78 0.0085
2021-02-11 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 557,690 -18,165 -3.15 43,494 37.08 0.0085
2020-11-16 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 575,855 -27,647 -4.58 31,729 -15.73 0.0070
2020-08-14 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 603,502 2,187 0.36 37,652 36.96 0.0089
2020-05-14 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 601,315 6,630 1.11 27,491 -30.68 0.0079
2020-02-14 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 594,685 -17,732 -2.90 39,660 14.01 0.0089
2019-11-13 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 612,417 10,700 1.78 34,785 -6.05 0.0083
2019-08-13 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 601,717 6,672 1.12 37,024 4.63 0.0088
2019-05-13 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 595,045 1,801 0.30 35,387 10.59 0.0087
2019-02-12 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 593,244 -7,361 -1.23 31,999 -31.91 0.0090
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 600,605 -4,369 -0.72 46,998 10.74 0.0115
2018-09-18 2018-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 604,974 -15,299 -2.47 42,439 -6.15 0.0108
2018-08-14 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 607,496 -12,777 42,616
2018-05-09 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 620,273 3,260 0.53 45,218 7.62 0.0118
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 617,013 -7,352 -1.18 42,018 2.28 0.0106
2017-11-13 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 624,365 -5,370 -0.85 41,083 10.48 0.0107
2017-08-11 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 629,735 42,981 7.33 37,186 2.47 0.0104
2017-05-12 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 586,754 -2,374 -0.40 36,291 3.70 0.0105
2017-02-13 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 589,128 -17,085 -2.82 34,995 23.50 0.0107
2016-11-09 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 606,213 7,117 1.19 28,335 4.77 0.0088
2016-08-12 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 599,096 -4,070 -0.67 27,044 3.88 0.0088
2016-08-19 2016-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 603,166 23,138 3.99 26,035 10.86 0.0086
2016-05-13 2016-03-31 13F Applied Indl Technol COMM 03820C105 603,164 26,177
2016-02-12 2015-12-31 13F Applied Indl Technol COMM 03820C105 580,028 10,085 1.77 23,485 8.01 0.0078
2015-11-12 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 569,943 20,893 3.81 21,744 -0.12 0.0073
2015-08-13 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 549,050 18,810 3.55 21,770 -9.45 0.0148
2015-05-14 2015-03-31 13F Applied Indl Technol COMM 03820C105 530,240 -3,513 -0.66 24,041 -1.20 0.0072
2015-02-12 2014-12-31 13F Applied Indl Technol COM 03820C105 533,753 -17,833 -3.23 24,333 -3.36 0.0073
2014-11-13 2014-09-30 13F Applied Indl Technol COMM 03820C105 551,586 5,557 1.02 25,180 -9.09 0.0079
2014-08-14 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN com 03820C105 546,029 -99,275 -15.38 27,699 -11.02 0.0086
2014-05-14 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COMM 03820C105 645,304 5,622 0.88 31,130 -0.87 0.0098
2014-02-21 2013-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 639,682 -25,896 -3.89 31,402 -8.39 0.0101
2014-02-12 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 639,682 31,402
2013-11-13 2013-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 665,578 -6,442 -0.96 34,278 5.54 0.0121
2013-08-09 2013-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 672,020 672,020 32,479 0.0118
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.