Titelia

Fund shareholders of Applied Industrial Technologies Inc

ISIN US03820C1053 · United States · LEI 549300NU173IJRC6PO38

Fund shareholders
562
Of which ETFs
132 430 other funds
Value held
4.8B $ 536.6M SEK · 531.6K €
Share of capital
48.4 % of 36.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 31,8728.5M $0.59 %0.09 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 31,4749.6M $0.07 %0.09 %as of Apr 30, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 31,3208.3M $1.71 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 31,3109.6M $0.02 %0.09 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 31,2358.3M $0.33 %0.09 %as of Mar 31, 2026 ↗
Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I 31,1588.3M $1.05 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 31,1089.5M $0.01 %0.08 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 30,5918.1M $0.44 %0.08 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 30,5768.1M $0.31 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 28,8058.1M $0.31 %0.08 %as of Feb 28, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 28,5178.7M $0.37 %0.08 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 28,4858M $0.86 %0.08 %as of Feb 28, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 28,2937.5M $1.80 %0.08 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 28,0088.6M $0.62 %0.08 %as of Apr 30, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 27,8557.9M $0.64 %0.08 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 27,8137.9M $0.30 %0.08 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 27,0687.2M $0.02 %0.07 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 27,0047.2M $0.17 %0.07 %as of Mar 31, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 26,7267.1M $3.56 %0.07 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 26,7067.1M $0.14 %0.07 %as of Mar 31, 2026 ↗
Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds 26,4507M $2.29 %0.07 %as of Mar 31, 2026 ↗
Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 26,0797.4M $1.52 %0.07 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 25,9217.9M $0.02 %0.07 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 25,8517.9M $0.95 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 25,7746.8M $0.28 %0.07 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 25,3166.7M $0.20 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 24,7606.6M $0.05 %0.07 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 24,2426.4M $1.65 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 23,8196.3M $0.41 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 23,4316.2M $0.30 %0.06 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 22,9406.1M $1.83 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 22,5006M $0.14 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 22,2395.9M $0.02 %0.06 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 22,2155.9M $0.20 %0.06 %as of Mar 31, 2026 ↗
NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust 21,9655.8M $1.47 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,8896.7M $0.02 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,8816.2M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,8386.2M $0.03 %0.06 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,6205.7M $0.77 %0.06 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 21,1335.6M $0.33 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,0135.6M $0.01 %0.06 %as of Mar 31, 2026 ↗
Thornburg Focus Growth Fund THORNBURG INVESTMENT TRUST 20,5295.4M $2.79 %0.06 %as of Mar 31, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,4045.4M $0.84 %0.06 %as of Mar 31, 2026 ↗
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 20,2986.2M $1.91 %0.06 %as of Apr 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 20,0075.3M $1.45 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 19,9916.1M $0.26 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,3545.9M $0.02 %0.05 %as of Apr 30, 2026 ↗
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 19,0445.1M $1.91 %0.05 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 18,9635M $1.07 %0.05 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 18,9205.3M $0.33 %0.05 %as of Feb 28, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 18,7025M $0.47 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,0574.8M $0.02 %0.05 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 17,6984.7M $0.02 %0.05 %as of Mar 31, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 17,5524.7M $1.15 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 17,3504.6M $0.31 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,3484.6M $0.31 %0.05 %as of Mar 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 17,0445.2M $1.97 %0.05 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 16,9774.5M $0.04 %0.05 %as of Mar 31, 2026 ↗
Eventide Balanced Fund MUTUAL FUND SERIES TRUST 16,4224.4M $1.14 %0.04 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 16,3674.3M $1.00 %0.04 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 15,9454.9M $0.21 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,6754.8M $0.24 %0.04 %as of Apr 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 15,5804.1M $1.67 %0.04 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 15,4434.4M $0.19 %0.04 %as of Feb 28, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 15,1294.6M $0.33 %0.04 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 15,1064.3M $0.63 %0.04 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,0844M $0.17 %0.04 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 15,0814M $2.11 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 15,0704.6M $0.03 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 15,0294.6M $0.13 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 14,4154.4M $0.03 %0.04 %as of Apr 30, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 14,30636.2M SEK1.75 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 14,2704.4M $0.33 %0.04 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 14,2363.8M $0.41 %0.04 %as of Mar 31, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 14,1314M $0.39 %0.04 %as of Feb 28, 2026 ↗
Small Cap Growth Fund VALIC Co I 14,0714M $0.73 %0.04 %as of Feb 28, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 14,0623.7M $0.31 %0.04 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 13,9834M $0.29 %0.04 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 13,9823.7M $0.02 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 13,9713.7M $0.14 %0.04 %as of Mar 31, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 13,9383.7M $2.00 %0.04 %as of Mar 31, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 13,78734.2M SEK0.15 %0.04 %as of Mar 31, 2026 ↗
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 13,7663.7M $2.45 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,4723.8M $0.03 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,4574.1M $0.05 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 13,2503.5M $0.30 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,1154M $0.17 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,0203.5M $0.13 %0.04 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 12,9853.4M $0.28 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 12,9434M $0.03 %0.04 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 12,6603.4M $0.30 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 12,6103.3M $0.30 %0.03 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 12,5143.8M $0.07 %0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 12,2073.7M $0.39 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 12,0273.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
WesMark Small Company Fund WesMark Funds 12,0053.2M $2.05 %0.03 %as of Mar 31, 2026 ↗
NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 11,9533.7M $1.57 %0.03 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 11,8993.2M $0.50 %0.03 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 11,8273.6M $1.74 %0.03 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 11,5933.1M $0.05 %0.03 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
RIVER OAK DISCOVERY FUND Oak Associates Funds 5.53 %as of Apr 30, 2026 ↗
Tema American Reshoring ETF Tema ETF Trust 4.93 %as of Feb 28, 2026 ↗
BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds 4.92 %as of Apr 30, 2026 ↗
ROCK OAK CORE GROWTH FUND Oak Associates Funds 4.63 %as of Apr 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 4.53 %as of Mar 31, 2026 ↗
ProShares S&P Kensho Smart Factories ETF ProShares Trust 3.80 %as of Feb 28, 2026 ↗
Small-Company Stock Fund HOMESTEAD FUNDS INC 3.56 %as of Mar 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 3.52 %as of Mar 31, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 3.08 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 2.82 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2550+2317,532,503+2.5 %
2026Q1527+417,102,860-4.9 %
2025Q4523-417,988,672-4.8 %
2025Q3527-818,896,960-11.8 %
2025Q2535+1721,436,641+1.0 %
2025Q1518+1421,221,767-0.5 %
2024Q4504-321,320,697-0.1 %
2024Q3507+3021,331,785+1.9 %
2024Q2477+2720,942,056-6.3 %
2024Q1450+2122,345,146+0.4 %
2023Q442922,259,058

Institutional managers

570 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,838,5641B $as of Mar 31, 2026
STATE STREET CORP1,207,223320.3M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP978,840259.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC919,611240.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC900,628239M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP754,560200.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP721,249191.3M $as of Mar 31, 2026
Alyeska Investment Group, L.P.602,767159.9M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.562,675149.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO517,910133.6M $as of Mar 31, 2026
UBS Group AG512,520136M $as of Mar 31, 2026
FMR LLC506,542134.4M $as of Mar 31, 2026
Capital Research Global Investors492,806130.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP490,153130M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC470,386124.8M $as of Mar 31, 2026
Boston Trust Walden Corp439,436116.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/379,767100.8K $as of Mar 31, 2026
Invesco Ltd.374,88799.5M $as of Mar 31, 2026
Capital World Investors373,78499.2M $as of Mar 31, 2026
MORGAN STANLEY356,77994.7M $as of Mar 31, 2026
Capital International Investors316,91284.1M $as of Mar 31, 2026
FEDERATED HERMES, INC.301,77280.1M $as of Mar 31, 2026
NORTHERN TRUST CORP301,28979.9M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/299,59679.5M $as of Mar 31, 2026
Durable Capital Partners LP296,60178.7M $as of Mar 31, 2026

Declared shareholders of Applied Industrial Technologies Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.70 %2,126,930as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.24 %1,956,481as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Applied Industrial Technologies Inc". https://titelia.com/en/stocks/applied-industrial-technologies-inc-US03820C1053