HolderBook

APPLIED INDL TECHNOLOGIES IN (AIT)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

19
Reporting holders
$7.0M
Reported value
0.0%
Calls
0.0%
Puts
-605
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Ausbil Investment Management Ltd$3.3M9,8031.64%16q-22.6%-$950.0K
Legacy Wealth Asset Management, LLC$968.3K2,9140.21%6q+38.4%+$268.8K
GAMMA Investing LLC$662.3K1,9930.02%12q+11.2%+$66.5K
ANB BANK$306.4K9220.11%newNEW
RIVERSEDGE ADVISORS, LLC$283.1K8520.03%2q+2.5%+$7.0K
Farther Finance Advisors, LLC$257.2K7740.00%16q-58.0%-$354.6K
Whalen Wealth Management Inc.$247.2K7440.11%2q+17.5%+$36.9K
RFG - Bristol Wealth Advisors, LLC$236.3K7110.06%2qHELD
Wedmont Private Capital$223.1K6720.01%newNEW
Monument Capital Management$215.7K6490.04%2qHELD
Versant Capital Management, Inc$188.4K5670.02%32q-2.6%-$5.0K
TOTH FINANCIAL ADVISORY CORP$67.8K2040.01%18qHELD
MassMutual Private Wealth & Trust, FSB$27.2K820.00%22q-35.4%-$15.0K
Retirement Wealth Solutions LLC$9.0K270.00%5qHELD
GK Wealth Management LLC$4.7K140.00%newNEW
Grove Bank & Trust$4.0K120.00%newNEW
CoreCap Advisors, LLC$3.0K90.00%10qHELD
Polaris Financial Partners$3371,0070.15%newFIRST
Rosenberg Matthew Hamilton$33210.00%16qHELD
Planning Strategies Inc.$33210.00%2qHELD
CX Institutional$3119360.01%7q-2.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-05Hoffner Warren E IIIVP, General Mgr-Fluid PowerSold8,000$2.4M ×2
2026-06-18Andrews Madhuri ADirectorSold3,845$1.3M
2026-08-18Wells David K.Vice President-CFO & TreasurerSold1,812$643.4K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202619$7.0M20,9514440.0%
Q2 2026624$12.6B37,330,217942181980.2%
Q1 2026583$9.4B35,374,964752171770.1%
Q4 2025565$9.2B35,853,559561642040.2%
Q3 2025554$9.3B35,697,269831781990.3%
Q2 2025540$8.4B36,166,074921871720.3%
Q1 2025513$8.5B36,802,980691971500.4%
Q4 2024502$8.7B36,059,184761721470.7%
Q3 2024451$8.3B37,107,455631401620.5%
Q2 2024432$7.3B37,259,320571301460.3%
Q1 2024424$7.6B38,245,965711291360.3%
Q4 2023389$6.6B38,286,749351391360.1%
Q3 2023383$5.7B36,742,388491301220.1%
Q2 2023355$5.3B36,221,372341221080.1%
Q1 2023352$5.4B37,907,933471241200.1%
Q4 2022336$4.6B36,179,46248941220.3%
Q3 2022295$3.7B35,873,24535100920.3%
Q2 2022282$3.5B35,984,4934385930.3%
Q1 2022268$3.7B35,850,4683972740.0%
Q4 2021250$3.7B35,816,6592162840.1%
Q3 2021252$3.2B35,605,4032471730.1%
Q2 2021244$3.2B35,386,7992863890.0%
Q1 2021240$3.3B35,911,2452956970.0%
Q4 2020239$2.8B35,914,6454058780.3%
Q3 2020223$2.0B35,422,6253057810.1%
Q2 2020222$2.2B35,844,0154360700.1%
Q1 2020201$1.7B37,827,6992465660.1%
Q4 2019230$2.4B35,912,0553463810.1%
Q3 2019215$2.0B34,937,8412974610.2%
Q2 2019215$2.3B36,912,0692278710.1%
Q1 2019226$2.1B34,910,1122277740.1%
Q4 2018239$1.9B35,851,8285820.1%