AITNYSEWholesale-Machinery, Equipment & SuppliesFiscal year ends June 30
APPLIED INDUSTRIAL TECHNOLOGIES INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 13, 2026
$333.82+3.34 (+1.01%)
Close on Oct 19, 2026
- Market cap
- $12.49B
- P/E (TTM)
- 30.5
- Dividend yield
- 0.60%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.6%
35M of 37M shares
Institutional holders
619
98 new, 53 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $15.82M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,275,991 | 8.60% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,126,930 | 5.70% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,956,481 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AIT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,953,290 | 10.77% | $1.34B | +114,726 | 0.02% |
| Vanguard Portfolio Management LLC | 2,111,426 | 5.75% | $713.98M | −11,012 | 0.03% |
| Vanguard Capital Management LLC | 1,666,903 | 4.54% | $563.66M | −2,892 | 0.01% |
| Aqr Capital Management LLC | 1,343,397 | 3.66% | $451.64M | +423,786 | 0.16% |
| State Street Corp | 1,225,877 | 3.34% | $414.46M | +18,654 | 0.01% |
| First Trust Advisors LP | 1,007,223 | 2.74% | $340.59M | +28,383 | 0.20% |
| Geode Capital Management, LLC | 939,318 | 2.56% | $317.69M | +38,690 | 0.02% |
| Fuller & Thaler Asset Management, Inc. | 893,709 | 2.44% | $302.21M | +331,034 | 0.82% |
| Dimensional Fund Advisors LP | 720,985 | 1.96% | $243.79M | −264 | 0.04% |
| Wellington Management Group Llp | 631,562 | 1.72% | $213.56M | −122,998 | 0.04% |
| Norges Bank | 579,746 | 1.58% | $196.04M | New | 0.02% |
| FMR LLC | 574,402 | 1.57% | $194.23M | +67,860 | 0.01% |
| Two Sigma Investments, LP | 519,066 | 1.41% | $175.52M | +28,913 | 0.13% |
| Alyeska Investment Group, L.P. | 503,070 | 1.37% | $170.11M | −99,697 | 0.44% |
| Massachusetts Financial Services Co /Ma/ | 491,374 | 1.34% | $168.27M | +191,778 | 0.05% |
| Capital Research Global Investors | 462,155 | 1.26% | $156.28M | −30,651 | 0.02% |
| Charles Schwab Investment Management Inc | 458,994 | 1.25% | $155.21M | −11,392 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 456,236 | 1.24% | $154.28K | +76,469 | 0.02% |
| Invesco Ltd. | 442,909 | 1.21% | $149.77M | +68,022 | 0.01% |
| JPMorgan Chase & Co | 430,495 | 1.17% | $144.43M | −87,415 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 619 | 35M | 96.6% | 98 / 228 | 209 / 53 | 3M | 3M |
| Q1 2026 | 584 | 35M | 95.5% | 84 / 227 | 186 / 59 | 9M | 6M |
| Q4 2025 | 567 | 36M | 98.9% | 81 / 178 | 216 / 57 | 5M | 4M |
| Q3 2025 | 555 | 36M | 96.9% | 85 / 188 | 212 / 65 | 3M | 4M |
| Q2 2025 | 540 | 36M | 98.2% | 97 / 196 | 184 / 61 | 6M | 6M |
| Q1 2025 | 511 | 37M | 100.0% | 78 / 211 | 159 / 59 | 3M | 2M |
| Q4 2024 | 499 | 36M | 98.1% | 95 / 187 | 154 / 35 | 3M | 4M |
| Q3 2024 | 451 | 37M | 100.0% | 70 / 146 | 172 / 46 | 8M | 3M |
| Q2 2024 | 428 | 37M | 100.0% | 56 / 140 | 160 / 46 | 2M | 3M |
| Q1 2024 | 422 | 38M | 100.0% | 74 / 135 | 143 / 39 | 4M | 4M |
| Q4 2023 | 388 | 38M | 100.0% | 48 / 142 | 143 / 35 | 4M | 2M |
| Q3 2023 | 380 | 36M | 99.0% | 54 / 136 | 132 / 25 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AIT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,264,842 | 3.45% | $427.71M | 0.34% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,172,436 | 3.19% | $396.46M | 0.02% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 853,450 | 2.33% | $288.59M | 2.28% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 847,365 | 2.31% | $286.54M | 0.15% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 750,641 | 2.05% | $253.83M | 0.27% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 611,621 | 1.67% | $206.82M | 1.80% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 423,831 | 1.15% | $143.32M | 0.15% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 417,222 | 1.14% | $144.03M | 0.07% | Jul 31, 2026 |
| Vanguard Explorer Fund | 393,180 | 1.07% | $135.73M | 0.61% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 334,512 | 0.91% | $113.12M | 1.00% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 307,208 | 0.84% | $93.33M | 0.68% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 268,481 | 0.73% | $90.79M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 244,453 | 0.67% | $82.66M | 0.18% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 219,660 | 0.60% | $74.28M | 0.61% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 209,124 | 0.57% | $72.19M | 0.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Neil A. Schrimsher | President and CEO, Director | 142,209 | 0.39% | Aug 13, 2026 |
| Jason W. Vasquez | VP-Sales & Marketing-USSC | 21,144 | 0.06% | Aug 20, 2026 |
| David K. Wells | Vice President-CFO & Treasurer | 32,050 | 0.09% | Aug 20, 2026 |
| Warren E. Hoffner III | VP, General Mgr-Fluid Power | 41,393 | 0.11% | Aug 13, 2026 |
| Richard M. Wagner | Chief Accounting Officer | 1,203 | 0.00% | Aug 13, 2026 |
| Kurt W. Loring | VP-Chief HR Officer | 19,360 | 0.05% | Aug 13, 2026 |
| Jon S. Ploetz | VP-General Counsel & Secretary | 3,953 | 0.01% | Aug 13, 2026 |
| Peter C. Wallace | Director | 25,533 | 0.07% | Aug 27, 2026 |
| Pamela J. Tomczik | Director | 234 | 0.00% | Aug 13, 2026 |
| Madhuri A. Andrews | Director | 4,951 | 0.01% | Jun 22, 2026 |
| Shelly Marie Chadwick | Director | 3,656 | 0.01% | Jan 21, 2026 |
| Robert J. Pagano Jr | Director | 12,156 | 0.03% | Jan 21, 2026 |
| Vincent K. Petrella | Director | 21,694 | 0.06% | Jan 21, 2026 |
| Mary Dean Hall | Director | 4,596 | 0.01% | Jan 21, 2026 |
| Joe Anthony Raver | Director | 13,671 | 0.04% | Jan 21, 2026 |
| Richard J. Simoncic | Director | 1,490 | 0.00% | Jan 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peter C. Wallace Director | Aug 26, 2026 | Sale | −1,904 | $340.45 | $648.22K | 22,859 |
| David K. Wells Vice President-CFO & Treasurer | Aug 18, 2026 | Sale | −1,812 | $355.10 | $643.44K | 32,050 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 18, 2026 | Tax withholding | −2,774 | $354.35 | $982.97K | 20,259 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 18, 2026 | Option exercise | +7,700 | $53.87 | $414.80K | 23,033 |
| David K. Wells Vice President-CFO & Treasurer | Aug 11, 2026 | Tax withholding | −887 | $352.35 | $312.53K | 33,862 |
| David K. Wells Vice President-CFO & Treasurer | Aug 11, 2026 | Award | +1,870 | – | – | 34,749 |
| David K. Wells Vice President-CFO & Treasurer | Aug 11, 2026 | Award | +651 | – | – | 32,879 |
| Neil A. Schrimsher President and CEO, Director | Aug 11, 2026 | Award | +10,313 | – | – | 141,769 |
| Neil A. Schrimsher President and CEO, Director | Aug 11, 2026 | Tax withholding | −4,876 | $352.35 | $1.72M | 136,893 |
| Neil A. Schrimsher President and CEO, Director | Aug 11, 2026 | Award | +3,089 | – | – | 131,456 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 11, 2026 | Award | +1,028 | – | – | 15,674 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 11, 2026 | Tax withholding | −341 | $352.35 | $120.15K | 15,333 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 11, 2026 | Award | +375 | – | – | 14,646 |
| Richard M. Wagner Chief Accounting Officer | Aug 11, 2026 | Award | +215 | – | – | 1,203 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Aug 11, 2026 | Award | +394 | – | – | 40,938 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Aug 11, 2026 | Tax withholding | −320 | $352.35 | $112.75K | 41,775 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Aug 11, 2026 | Award | +1,157 | – | – | 42,095 |
| Jon S. Ploetz VP-General Counsel & Secretary | Aug 11, 2026 | Tax withholding | −450 | $352.35 | $158.56K | 3,953 |
| Jon S. Ploetz VP-General Counsel & Secretary | Aug 11, 2026 | Award | +375 | – | – | 3,380 |
| Jon S. Ploetz VP-General Counsel & Secretary | Aug 11, 2026 | Award | +1,023 | – | – | 4,403 |
| Kurt W. Loring VP-Chief HR Officer | Aug 11, 2026 | Award | +458 | – | – | 19,326 |
| Kurt W. Loring VP-Chief HR Officer | Aug 11, 2026 | Award | +1,294 | – | – | 20,620 |
| Kurt W. Loring VP-Chief HR Officer | Aug 11, 2026 | Tax withholding | −628 | $352.35 | $221.28K | 19,992 |
| Pamela J. Tomczik Director | Aug 11, 2026 | Award | +234 | – | – | 234 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 8, 2026 | Tax withholding | −220 | $359.90 | $79.18K | 14,271 |
| David K. Wells Vice President-CFO & Treasurer | Aug 8, 2026 | Tax withholding | −573 | $359.90 | $206.22K | 32,228 |
| Jon S. Ploetz VP-General Counsel & Secretary | Aug 8, 2026 | Tax withholding | −291 | $359.90 | $104.73K | 3,005 |
| Kurt W. Loring VP-Chief HR Officer | Aug 8, 2026 | Tax withholding | −405 | $359.90 | $145.76K | 18,868 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Aug 8, 2026 | Tax withholding | −207 | $359.90 | $74.50K | 40,544 |
| Neil A. Schrimsher President and CEO, Director | Aug 8, 2026 | Tax withholding | −2,161 | $359.90 | $777.74K | 128,367 |
| Peter C. Wallace Director | Jul 12, 2026 | Other | +584 | $327.39 | $191.20K | 24,763 |
| Peter C. Wallace Director | Jul 12, 2026 | Other | −584 | $327.39 | $191.20K | 2,674 |
| Peter C. Wallace Director | Jun 30, 2026 | Award | +5.46 | $303.81 | $1.66K | 3,258 |
| Madhuri A. Andrews Director | Jun 18, 2026 | Sale | −3,845 | $329.89 | $1.27M | 4,951 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | May 5, 2026 | Sale | −4,000 | $305.72 | $1.22M | 40,751 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | May 5, 2026 | Sale | −4,000 | $306.35 | $1.23M | 44,751 |
| Jon S. Ploetz VP-General Counsel & Secretary | Apr 24, 2026 | Tax withholding | −146 | $293.35 | $42.83K | 3,296 |
| Peter C. Wallace Director | Mar 31, 2026 | Award | +5.87 | $282.58 | $1.66K | 3,253 |
| Peter C. Wallace Director | Feb 26, 2026 | Sale | −5,000 | $285.03 | $1.43M | 24,179 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Feb 6, 2026 | Sale | −4,000 | $292.64 | $1.17M | 48,751 |
| Warren E. Hoffner III VP, General Mgr-Fluid Power | Feb 5, 2026 | Sale | −4,000 | $288.62 | $1.15M | 52,751 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Feb 5, 2026 | Sale | −5,447 | $287.87 | $1.57M | 14,491 |
| Neil A. Schrimsher President and CEO, Director | Feb 4, 2026 | Sale | −8,634 | $284.49 | $2.46M | 141,101 |
| Neil A. Schrimsher President and CEO, Director | Feb 4, 2026 | Sale | −1,293 | $288.29 | $372.76K | 130,528 |
| Neil A. Schrimsher President and CEO, Director | Feb 4, 2026 | Sale | −1,740 | $285.39 | $496.58K | 139,361 |
| Neil A. Schrimsher President and CEO, Director | Feb 4, 2026 | Sale | −4,544 | $287.51 | $1.31M | 131,821 |
| Neil A. Schrimsher President and CEO, Director | Feb 4, 2026 | Sale | −2,996 | $286.45 | $858.20K | 136,365 |
| Madhuri A. Andrews Director | Jan 20, 2026 | Award | +572 | – | – | 8,796 |
| Richard J. Simoncic Director | Jan 20, 2026 | Award | +572 | – | – | 1,490 |
| Peter C. Wallace Director | Jan 20, 2026 | Award | +688 | – | – | 29,179 |
| Robert J. Pagano Jr Director | Jan 20, 2026 | Award | +572 | – | – | 12,156 |
| Shelly Marie Chadwick Director | Jan 20, 2026 | Award | +572 | – | – | 3,656 |
| Vincent K. Petrella Director | Jan 20, 2026 | Award | +572 | – | – | 21,694 |
| Joe Anthony Raver Director | Jan 20, 2026 | Award | +572 | – | – | 13,671 |
| Mary Dean Hall Director | Jan 20, 2026 | Award | +572 | – | – | 4,596 |
| Peter C. Wallace Director | Dec 31, 2025 | Award | +5.76 | $258.82 | $1.49K | 3,247 |
| Peter C. Wallace Director | Sep 30, 2025 | Award | +5.65 | $255.01 | $1.44K | 3,241 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Sep 2, 2025 | Other | +5,447 | – | – | 19,938 |
| Kurt W. Loring VP-Chief HR Officer | Aug 22, 2025 | Sale | −8,523 | $267.06 | $2.28M | 19,273 |
| Jason W. Vasquez VP-Sales & Marketing-USSC | Aug 21, 2025 | Sale | −2,019 | $259.22 | $523.37K | 19,938 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peter C. Wallace Director | Aug 26, 2026 | 1,904 | $648.21K | Aug 26, 2026 | Restricted Stock Lapse |
| David K. Wells Officer | Aug 18, 2026 | 1,812 | $643.44K | Aug 18, 2026 | Restricted Stock Lapse |
| Warren E. Hoffner III Officer | May 5, 2026 | 8,000 | $2.46M | May 5, 2026 | Compensation |
| Peter C. Wallace Director | Feb 26, 2026 | 5,000 | $1.43M | Feb 26, 2026 | Restricted Stock Lapse - See Remarks |
| Warren E. Hoffner III Officer | Feb 6, 2026 | 8,000 | $2.30M | Feb 6, 2026 | Compensation |
| Jason W. Vasquez Officer | Feb 5, 2026 | 5,447 | $1.57M | Feb 5, 2026 | RSU / PSU - see remarks |
| Warren E. Hoffner III Officer | Feb 5, 2026 | 4,000 | $1.16M | Feb 5, 2026 | Compensation |
| Neil A. Schrimsher Officer, Director | Feb 4, 2026 | 19,207 | $5.49M | Feb 4, 2026 | Restricted Stock Lapse |
| Kurt W. Loring Officer | Aug 22, 2025 | 8,523 | $2.28M | Aug 22, 2025 | Restricted Stock Lapse |
| Jason W. Vasquez Officer | Aug 21, 2025 | 2,019 | $523.36K | Aug 21, 2025 | Restricted Stock Lapse |
| Jason W. Vasquez Officer | Feb 25, 2025 | 4,475 | $1.11M | Feb 25, 2025 | Stock Appreciation Right |
| Warren E. Hoffner III Officer | Dec 2, 2024 | 4,000 | $1.11M | Nov 26, 2024 | compensation |
| Peter C. Wallace Director | Nov 27, 2024 | 4,000 | $1.12M | Nov 27, 2024 | Stock Grants |
| Mary Dean Hall Director | Nov 27, 2024 | 2,200 | $612.02K | Nov 27, 2024 | Stock Award |
| Kurt W. Loring Officer | Aug 30, 2024 | 4,858 | $986.67K | Aug 30, 2024 | SAR's EXERCISE |