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
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 5,1631.4M $0.31 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 5,1551.6M $0.33 %0.01 %as of Apr 30, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 5,0781.3M $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,9091.4M $0.34 %0.01 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 4,8421.5M $0.47 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 4,8241.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 4,7271.4M $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 4,6891.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,6371.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 4,6021.4M $0.20 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,5501.2M $0.35 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 4,5431.3M $0.29 %0.01 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 4,5021.4M $1.79 %0.01 %as of Apr 30, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 4,4641.4M $1.59 %0.01 %as of Apr 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 4,4461.2M $0.16 %0.01 %as of Mar 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,4301.2M $0.75 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,3001.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 4,2811.3M $0.33 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,2331.3M $0.16 %0.01 %as of Apr 30, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 4,1731.1M $0.83 %0.01 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 4,1651.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 4,1581.3M $0.11 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,0641.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 4,0241.1M $0.22 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 4,0181.1M $0.30 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 4,0011.2M $0.06 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 3,8001M $0.18 %0.01 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 3,7941.2M $0.13 %0.01 %as of Apr 30, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 3,768999.7K $1.00 %0.01 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3,7591.1M $0.14 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,6871.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 3,646967.4K $1.14 %0.01 %as of Mar 31, 2026 ↗
GMO Domestic Resilience ETF GMO ETF Trust 3,5961M $2.59 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,5911.1M $0.04 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,5601.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,4221M $0.08 %0.01 %as of Apr 30, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 3,3971M $0.56 %0.01 %as of Apr 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 3,280870.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 3,261997.1K $0.09 %0.01 %as of Apr 30, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 3,170895.8K $0.04 %0.01 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,130830.5K $0.41 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,085871.8K $0.10 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,078816.7K $0.22 %0.01 %as of Mar 31, 2026 ↗
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 3,076816.1K $1.64 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 3,060811.9K $0.27 %0.01 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 3,056810.8K $0.23 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,036857.9K $0.02 %0.01 %as of Feb 28, 2026 ↗
Saratoga Technology & Communication Portfolio SARATOGA ADVANTAGE TRUST 3,000847.7K $2.24 %0.01 %as of Feb 28, 2026 ↗
Systematic Core Fund VALIC Co I 2,981842.4K $0.12 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,967787.2K $0.08 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,965906.5K $0.32 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,927827.1K $0.02 %0.01 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,839753.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 2,813746.3K $0.95 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,812746.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,779737.3K $0.31 %0.01 %as of Mar 31, 2026 ↗
RIVER OAK DISCOVERY FUND Oak Associates Funds 2,770846.9K $5.53 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,743727.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory RS Mid Cap Growth Fund Victory Portfolios 2,570681.9K $1.10 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,517667.8K $0.14 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 2,507665.2K $0.71 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 2,505664.6K $0.13 %0.01 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 2,470655.3K $0.29 %0.01 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 2,468654.8K $0.28 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 2,455651.4K $0.36 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,379727.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 2,355624.8K $0.84 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,309706K $0.02 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,291607.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 2,259599.4K $1.61 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,244595.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 2,185579.7K $0.82 %0.01 %as of Mar 31, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 2,144655.5K $1.91 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 2,142568.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,125563.8K $0.37 %0.01 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 2,109559.6K $0.99 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,055580.7K $0.11 %0.01 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 2,040541.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds 1,966521.6K $0.58 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,951517.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,939514.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
ROCK OAK CORE GROWTH FUND Oak Associates Funds 1,936591.9K $4.63 %0.01 %as of Apr 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 1,911507K $0.33 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,908583.4K $0.03 %0.01 %as of Apr 30, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 1,897503.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 1,853523.6K $0.25 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,849490.6K $0.08 %0.01 %as of Mar 31, 2026 ↗
AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV 1,805551.9K $1.32 %0.00 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 1,751464.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 1,725487.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 1,718455.8K $0.47 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,700519.8K $0.19 %0.00 %as of Apr 30, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1,693449.2K $1.46 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,683514.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,660440.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,659440.2K $0.32 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,649466K $0.15 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 1,640501.4K $0.28 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,634433.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,602425K $0.10 %0.00 %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