Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership10,264 shares
Latest Disclosed Value $ 2,723,296
Pinnacle Associates Ltd reports 9.22% decrease in ownership of AIT / Applied Industrial Technologies, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 10,264 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $2,723,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 11,307 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of -9.22% during the quarter. The current value of the position is $3,216,635 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)
2026-04-21 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,264 -1,043 -9.22 2,723 -6.20 0.0349
2026-02-05 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,307 416 3.82 2,903 2.11 0.0373
2025-11-13 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,891 0 0.00 2,843 12.33 0.0377
2025-08-04 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,891 -104 -0.95 2,532 2.18 0.0367
2025-05-06 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,995 0 0.00 2,478 -5.92 0.0363
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,995 1,062 10.69 2,633 53.53 0.0357
2024-10-25 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,933 175 1.79 1,715 -9.40 0.0292
2024-07-30 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,758 0 0.00 1,893 -1.76 0.0296
2024-04-26 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,758 -175 -1.76 1,928 12.36 0.0304
2024-01-19 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,933 0 0.00 1,715 11.73 0.0289
2023-10-24 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,933 77 0.78 1,536 7.57 0.0285
2023-07-27 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,856 123 1.26 1,427 3.18 0.0248
2023-05-05 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,733 -1,250 -11.38 1,383 -0.07 0.0283
2023-02-01 2022-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,983 -1,150 -9.48 1,384 10.99 0.0302
2023-01-25 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,133 0 1,600 0.0000
2022-11-01 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,133 72 0.60 1,247 7.50 0.0286
2022-08-02 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,061 -1,500 -11.06 1,160 -16.67 0.0253
2022-05-05 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,561 3,175 30.57 1,392 30.46 0.0246
2022-02-02 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,386 0 0.00 1,067 14.00 0.0184
2021-10-19 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,386 0 0.00 936 -1.06 0.0173
2021-08-02 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,386 -2,320 -18.26 946 -18.31 0.0171
2021-05-12 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,706 -2,650 -17.26 1,158 -3.34 0.0221
2021-01-26 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,356 -400 -2.54 1,198 38.02 0.0243
2020-10-23 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,756 628 4.15 868 -8.05 0.0206
2020-08-14 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,128 -2,911 -16.14 944 14.42 0.0233
2020-05-13 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,039 2,283 14.49 825 -21.50 0.0251
2020-02-03 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,756 0 0.00 1,051 17.43 0.0230
2019-11-08 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,756 -3,002 -16.00 895 -22.44 0.0211
2019-08-05 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,758 1,002 5.64 1,154 9.28 0.0270
2019-05-10 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,756 1,500 9.23 1,056 20.41 0.0239
2019-02-05 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,256 0 0.00 877 -31.05 0.0226
2018-11-09 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,256 0 0.00 1,272 11.58 0.0264
2018-08-08 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,256 0 0.00 1,140 -3.80 0.0235
2018-05-11 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,256 0 0.00 1,185 7.05 0.0232
2018-02-12 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,256 -500 -2.98 1,107 0.36 0.0213
2017-11-13 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,756 0 0.00 1,103 11.53 0.0203
2017-08-09 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,756 -2,768 -14.18 989 -18.13 0.0190
2017-05-09 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,524 2,363 13.77 1,208 18.55 0.0231
2017-02-10 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,161 0 0.00 1,019 27.06 0.0206
2016-11-14 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,161 -1,200 -6.54 802 -3.26 0.0161
2016-08-15 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,361 -1,283 -6.53 829 -2.81 0.0179
2016-05-13 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,644 2,397 13.90 853 22.21 0.0182
2016-02-11 2015-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,247 11 0.06 698 6.08 0.0146
2016-02-09 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,247 11 698 0.0149
2015-11-10 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,236 -499 -2.81 658 -6.40 0.0146
2015-08-12 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,735 12 0.07 703 -12.56 0.0131
2015-05-15 2015-03-31 13F Applied Industrial Tech COM 03820C105 17,723 0 0.00 804 -0.50 0.0150
2015-02-12 2014-12-31 13F Applied Industrial Tech COM 03820C105 17,723 -1,525 -7.92 808 -8.08 0.0158
2014-11-12 2014-09-30 13F Applied Industrial Tech COM 03820C105 19,248 0 0.00 879 -9.94 0.0179
2014-08-14 2014-06-30 13F Applied Industrial Tech COM 03820C105 19,248 0 0.00 976 5.06 0.0191
2014-05-14 2014-03-31 13F Applied Industrial Tech COM 03820C105 19,248 0 0.00 929 -1.69 0.0181
2014-02-12 2013-12-31 13F Applied Industrial Tech COM 03820C105 19,248 -1,925 -9.09 945 -13.30 0.0185
2013-11-14 2013-09-30 13F Applied Industrial Tech COM 03820C105 21,173 0 0.00 1,090 6.55 0.0225
2013-08-13 2013-06-30 13F Applied Industrial Tech COM 03820C105 21,173 21,173 1,023 0.0230
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.