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
Penn Series SMID Cap Growth Fund Penn Series Funds Inc 1,591422.1K $0.66 %0.00 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,557413.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 1,536407.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,499397.7K $0.33 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,466414.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,448409.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 1,445383.4K $0.36 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 1,437381.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 1,431379.7K $0.19 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 1,426378.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 1,422377.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,403429K $0.02 %0.00 %as of Apr 30, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 1,4013.5M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Steward Equity Market Neutral Fund Steward Funds Inc 1,400428.1K $0.40 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,364361.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,294365.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,273359.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,270358.9K $0.32 %0.00 %as of Feb 28, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,263356.9K $0.25 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,260385.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,258355.5K $0.23 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,228375.5K $0.20 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,214322.1K $0.33 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,199366.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,195317.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,177332.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 1,177332.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,152325.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,140302.5K $0.15 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,122297.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,100310.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1,075285.2K $1.03 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,049296.4K $0.13 %0.00 %as of Feb 27, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,038275.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,037317.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,026272.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 1,021312.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 1,000265.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,000265.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 991280K $0.50 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 942249.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 869245.6K $0.29 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 861228.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 858227.6K $1.07 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 851260.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 851225.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
VELA LARGE CAP PLUS FUND VELA Funds 844223.9K $0.34 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 843223.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 833221K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 831234.8K $0.01 %0.00 %as of Feb 27, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 830220.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 814230K $0.17 %0.00 %as of Feb 28, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 812229.5K $0.10 %0.00 %as of Feb 28, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 811215.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 782207.5K $0.86 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 779206.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 776205.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 758201.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 740196.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 733194.5K $0.87 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 730193.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 723191.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 711200.9K $0.05 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 710188.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 708200.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 700185.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 688182.5K $0.14 %0.00 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 666176.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 649172.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 617188.6K $0.23 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 605160.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 596158.1K $0.23 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 588156K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 567150.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Simplicity Småbolag Global Simplicity AB 5501.4M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 534150.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 532162.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 522159.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 516157.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 515157.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 500141.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 492130.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 489138.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 484128.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 483136.5K $0.09 %0.00 %as of Feb 28, 2026 ↗
Brown Advisory Mid-Cap Growth Fund Brown Advisory Funds 454120.5K $1.75 %0.00 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 445118.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 438116.2K $0.20 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 437115.9K $0.50 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 434132.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 401122.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 392110.8K $0.10 %0.00 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 388118.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 37499.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 354100K $0.09 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 350107K $0.02 %0.00 %as of Apr 30, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 33989.9K $0.33 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 33488.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 333101.8K $1.44 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 33193.5K $0.02 %0.00 %as of Feb 28, 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