AIT Institutional Ownership
Applied Industrial Technologies, Inc.
1W: -10.1%
1M: -11.8%
3M: -10.9%
YTD: +15.1%
1Y: +15.1%
3Y: +97.6%
5Y: +220.6%
$297.58
-27.10 (-8.35%)
Weekly Expected Move ±4.0%
$291
$304
$317
$330
$343
Credit Risk of going bust: lower than 93% of companies Debt: 2.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.49 (down 99.8%), Applied Industrial Technologies, Inc. would be worth roughly what it owes.
Total debt $282.3M against a stock market value of $10.93B.
Distance to default 16.07 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $141.2M (short-term plus half of long-term), stock volatility 27.5%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.49 (down 99.8%), Applied Industrial Technologies, Inc. would be worth roughly what it owes.
Total debt $282.3M against a stock market value of $10.93B.
Distance to default 16.07 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $141.2M (short-term plus half of long-term), stock volatility 27.5%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AIT
673
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
100
New Positions
229
Increased
259
Reduced
50
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (721 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,953,290 | $1.2B | +114,726 | +3.0% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,111,426 | $628M | -11,012 | -0.5% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,666,903 | $496M | -2,892 | -0.2% | 2Q | SEC ↗ |
| 4 | AQR CAPITAL MANAGEMENT LLC | 1,343,397 | $400M | +423,786 | +46.1% | 21Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,225,877 | $365M | +18,654 | +1.5% | 46Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 1,007,223 | $300M | +28,383 | +2.9% | 20Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 939,318 | $280M | +38,690 | +4.3% | 90Q | SEC ↗ |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 893,709 | $266M | +331,034 | +58.8% | 44Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 720,985 | $215M | -264 | -0.0% | 102Q | SEC ↗ |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 631,562 | $188M | -122,998 | -16.3% | 83Q | SEC ↗ |
| 11 | NORGES BANK NEW | 579,746 | $173M | — | +0.0% | 1Q | SEC ↗ |
| 12 | FMR LLC | 574,402 | $171M | +67,860 | +13.4% | 41Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 519,066 | $154M | +28,913 | +5.9% | 13Q | SEC ↗ |
| 14 | Alyeska Investment Group, L.P. | 503,070 | $150M | -99,697 | -16.5% | 10Q | SEC ↗ |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 491,374 | $146M | +191,778 | +64.0% | 2Q | SEC ↗ |
| 16 | Capital Research Global Investors | 462,155 | $138M | -30,651 | -6.2% | 12Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 458,994 | $137M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 458,994 | $137M | -11,392 | -2.4% | 15Q | SEC ↗ |
| 19 | PRICE T ROWE ASSOCIATES INC /MD | 456,236 | $136M | +76,469 | +20.1% | 16Q | SEC ↗ |
| 20 | Invesco Ltd. | 442,909 | $132M | +68,022 | +18.1% | 87Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 430,495 | $128M | -87,415 | -16.9% | 103Q | SEC ↗ |
| 22 | Boston Trust Walden Corp | 427,345 | $127M | -12,091 | -2.8% | 46Q | SEC ↗ |
| 23 | Capital World Investors | 406,126 | $121M | +32,342 | +8.7% | 12Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 363,562 | $108M | +77,982 | +27.3% | 15Q | SEC ↗ |
| 25 | MORGAN STANLEY | 360,287 | $107M | +3,508 | +1.0% | 60Q | SEC ↗ |
| 26 | Capital International Investors | 319,903 | $95M | +2,991 | +0.9% | 4Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 309,022 | $92M | +7,733 | +2.6% | 110Q | SEC ↗ |
| 28 | WESTFIELD CAPITAL MANAGEMENT CO LP | 285,691 | $85M | -3,510 | -1.2% | 8Q | SEC ↗ |
| 29 | FEDERATED HERMES, INC. | 281,663 | $84M | -20,109 | -6.7% | 43Q | SEC ↗ |
| 30 | UBS Group AG | 278,290 | $83M | -234,230 | -45.7% | 47Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 277,013 | $82M | -13,315 | -4.6% | 76Q | SEC ↗ |
| 32 | FRANKLIN RESOURCES INC | 272,817 | $81M | -323 | -0.1% | 14Q | SEC ↗ |
| 33 | GW&K Investment Management, LLC | 257,886 | $77M | -13,603 | -5.0% | 12Q | SEC ↗ |
| 34 | ALLIANCEBERNSTEIN L.P. | 245,433 | $73M | -20,539 | -7.7% | 63Q | SEC ↗ |
| 35 | Thrivent Financial for Lutherans | 234,862 | $70M | -120 | -0.1% | 25Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 233,889 | $70M | +2,815 | +1.2% | 2Q | SEC ↗ |
| 37 | Zurich Insurance Group Ltd/FI NEW | 233,609 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Artisan Partners Limited Partnership | 223,025 | $66M | +46,863 | +26.6% | 8Q | SEC ↗ |
| 39 | Allspring Global Investments Holdings, | 211,835 | $63M | -47,951 | -18.5% | 19Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 209,813 | $62M | -40,456 | -16.2% | 15Q | SEC ↗ |
| 41 | BROWN ADVISORY INC | 209,412 | $62M | -25,575 | -10.9% | 23Q | SEC ↗ |
| 42 | AMERICAN CENTURY COMPANIES INC | 203,665 | $61M | +1,552 | +0.8% | 15Q | SEC ↗ |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND | 197,123 | $59M | +17,158 | +9.5% | 82Q | SEC ↗ |
| 44 | Amundi | 195,245 | $58M | +20,338 | +11.6% | 15Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 194,872 | $58M | -26,559 | -12.0% | 22Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 187,858 | $56M | -88,866 | -32.1% | 5Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 165,832 | $49M | +1,790 | +1.1% | 16Q | SEC ↗ |
| 48 | Durable Capital Partners LP | 162,070 | $48M | -134,531 | -45.4% | 2Q | SEC ↗ |
| 49 | Nuveen, LLC | 157,853 | $47M | +2,581 | +1.7% | 6Q | SEC ↗ |
| 50 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 155,895 | $46M | -56,297 | -26.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 579,746 | $173M |
| Sixth Street Partners Management Co | 458,994 | $137M |
| Zurich Insurance Group Ltd/FI | 233,609 | $70M |
| Curated Wealth Partners LLC | 80,000 | $24M |
| Values First Advisors, Inc. | 77,080 | $23M |
| RENAISSANCE TECHNOLOGIES LLC | 72,110 | $21M |
| Fi3 FINANCIAL ADVISORS, LLC | 46,397 | $14M |
| Liberty Capital Management, Inc. | 34,668 | $10M |
| Jupiter Topco LLC | 22,884 | $7M |
| Candelo Capital Management LP | 17,952 | $5M |
| WINTON GROUP Ltd | 15,632 | $5M |
| Concentric Capital Strategies, LP | 10,546 | $3M |
| Longaeva Partners L.P. | 10,508 | $3M |
| Oak Thistle LLC | 6,659 | $2M |
| Richard Bernstein Advisors LLC | 6,524 | $2M |
| SANDLER CAPITAL MANAGEMENT | 5,232 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4,840 | $1M |
| Janney Montgomery Scott LLC | 4,013 | $1M |
| Redwood Investment Management, LLC | 3,458 | $1M |
| Peregrine Asset Advisers, Inc. | 3,181 | $947K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI | 205,928 | $61M |
| THORNBURG INVESTMENT MANAGEMENT INC | 56,414 | $17M |
| Distillate Capital Partners LLC | 54,832 | $16M |
| Interval Partners, LP | 43,500 | $13M |
| CITADEL ADVISORS LLC | 40,707 | $12M |
| NEOS Investment Management LLC | 37,419 | $11M |
| Squarepoint Ops LLC | 17,250 | $5M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 11,800 | $4M |
| Campbell & CO Investment Adviser LL | 11,729 | $3M |
| Magnetar Financial LLC | 11,679 | $3M |
| Regents Gate Capital LLP | 11,633 | $3M |
| SWP Investment Management LLC | 11,311 | $3M |
| Lighthouse Investment Partners, LLC | 9,418 | $3M |
| Verition Fund Management LLC | 7,881 | $2M |
| NorthCoast Asset Management LLC | 7,513 | $2M |
| BRIAN LOW FINANCIAL GROUP, LLC | 5,578 | $2M |
| Y-Intercept (Hong Kong) Ltd | 5,534 | $2M |
| MUFG Securities EMEA plc | 5,275 | $2M |
| Csenge Advisory Group | 4,629 | $1M |
| Arista Wealth Management, LLC | 4,254 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +423,786 | +46.1% | 1,343,397 |
| FULLER & THALER ASSET MANAGEMENT, I | +331,034 | +58.8% | 893,709 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +191,778 | +64.0% | 491,374 |
| BlackRock, Inc. | +114,726 | +3.0% | 3,953,290 |
| GOLDMAN SACHS GROUP INC | +77,982 | +27.3% | 363,562 |
| PRICE T ROWE ASSOCIATES INC /MD | +76,469 | +20.1% | 456,236 |
| Invesco Ltd. | +68,022 | +18.1% | 442,909 |
| FMR LLC | +67,860 | +13.4% | 574,402 |
| Artisan Partners Limited Partnershi | +46,863 | +26.6% | 223,025 |
| Driehaus Capital Management LLC | +45,546 | +74.1% | 106,981 |
| STRS OHIO | +45,089 | +133.9% | 78,775 |
| GEODE CAPITAL MANAGEMENT, LLC | +38,690 | +4.3% | 939,318 |
| ING GROEP NV | +34,000 | +683.1% | 38,977 |
| BANK OF NOVA SCOTIA | +33,301 | +80.2% | 74,801 |
| Capital World Investors | +32,342 | +8.7% | 406,126 |
| SG Americas Securities, LLC | +30,678 | +1080.2% | 33,518 |
| TWO SIGMA INVESTMENTS, LP | +28,913 | +5.9% | 519,066 |
| FIRST TRUST ADVISORS LP | +28,383 | +2.9% | 1,007,223 |
| OP Asset Management Ltd | +24,758 | +39.3% | 87,703 |
| EVENTIDE ASSET MANAGEMENT, LLC | +22,679 | +18.7% | 143,966 |