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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 330 | 87.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 329 | 87.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 309 | 82K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 308 | 81.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 299 | 91.4K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 299 | 84.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 296 | 90.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 295 | 78.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VELA SMALL-MID CAP FUND VELA Funds | 278 | 73.8K $ | 1.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 251 | 66.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 229 | 60.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 227 | 64.1K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 221 | 58.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 220 | 58.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 220 | 58.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 219 | 67K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 205 | 62.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 198 | 52.5K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 194 | 51.5K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 193 | 51.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P Kensho Smart Factories ETF ProShares Trust | 188 | 53.1K $ | 3.80 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 183 | 48.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 181 | 55.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 175 | 46.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 174 | 53.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 170 | 45.1K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 162 | 45.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 160 | 48.9K $ | 1.54 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 157 | 41.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 156 | 44.1K $ | 0.49 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 154 | 40.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 152 | 46.5K $ | 0.33 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 141 | 37.4K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 118 | 31.3K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 118 | 31.3K $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 106 | 28.1K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 105 | 27.9K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 104 | 27.6K $ | 2.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust | 94 | 24.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 93 | 24.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 77 | 20.4K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 72 | 19.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 71 | 21.7K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 69 | 18.3K $ | 0.90 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 68 | 20.8K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 64 | 19.6K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 58 | 17.7K $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Themes US Infrastructure ETF Themes ETF Trust | 58 | 15.4K $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 57 | 17.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 55 | 16.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust | 53 | 16.2K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 51 | 13.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 46 | 12.2K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 31 | 8.2K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 29 | 7.7K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 23 | 7K $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 20 | 6.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 19 | 5.4K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 19 | 5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 10 | 3.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Corevalues America First Technology ETF Tidal Trust II | 4 | 1.1K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ABANCA RENTA VARIABLE CRECIMIENTO, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 531.6K € | 0.55 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 550 | +23 | 17,532,503 | +2.5 % |
| 2026Q1 | 527 | +4 | 17,102,860 | -4.9 % |
| 2025Q4 | 523 | -4 | 17,988,672 | -4.8 % |
| 2025Q3 | 527 | -8 | 18,896,960 | -11.8 % |
| 2025Q2 | 535 | +17 | 21,436,641 | +1.0 % |
| 2025Q1 | 518 | +14 | 21,221,767 | -0.5 % |
| 2024Q4 | 504 | -3 | 21,320,697 | -0.1 % |
| 2024Q3 | 507 | +30 | 21,331,785 | +1.9 % |
| 2024Q2 | 477 | +27 | 20,942,056 | -6.3 % |
| 2024Q1 | 450 | +21 | 22,345,146 | +0.4 % |
| 2023Q4 | 429 | 22,259,058 |
Institutional managers
570 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,838,564 | 1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,207,223 | 320.3M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 978,840 | 259.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 919,611 | 240.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 900,628 | 239M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 754,560 | 200.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 721,249 | 191.3M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 602,767 | 159.9M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 562,675 | 149.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 517,910 | 133.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 512,520 | 136M $ | as of Mar 31, 2026 |
| FMR LLC | 506,542 | 134.4M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 492,806 | 130.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 490,153 | 130M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 470,386 | 124.8M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 439,436 | 116.6M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 379,767 | 100.8K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 374,887 | 99.5M $ | as of Mar 31, 2026 |
| Capital World Investors | 373,784 | 99.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 356,779 | 94.7M $ | as of Mar 31, 2026 |
| Capital International Investors | 316,912 | 84.1M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 301,772 | 80.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 301,289 | 79.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 299,596 | 79.5M $ | as of Mar 31, 2026 |
| Durable Capital Partners LP | 296,601 | 78.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.70 % | 2,126,930 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.24 % | 1,956,481 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Applied Industrial Technologies Inc". https://titelia.com/en/stocks/applied-industrial-technologies-inc-US03820C1053