Applied Industrial Technologies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AIT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Nov 24	SellUS$605,167	Mary Hall	Individual	2,200	US$275.08
27 Nov 24	SellUS$1,126,560	Warren Hoffner	Individual	4,000	US$281.64
30 Aug 24	SellUS$986,660	Kurt Loring	Individual	4,858	US$203.10
23 Aug 24	SellUS$703,561	Kurt Loring	Individual	3,366	US$209.02
21 Aug 24	SellUS$4,335,170	Neil Schrimsher	Individual	21,422	US$202.37
19 Aug 24	SellUS$748,895	Neil Schrimsher	Individual	3,703	US$202.24
20 May 24	SellUS$127,861	Jason Vasquez	Individual	650	US$196.71
02 Feb 24	SellUS$282,445	Warren Hoffner	Individual	1,549	US$182.34

Insider Trading Volume

Insider Buying: AIT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AIT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	16,208	0.0422%
Individual Insiders	365,924	0.952%
General Public	1,774,695	4.62%
Institutions	36,289,701	94.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.6%	BlackRock, Inc.	4,828,516	US$1.2b	-5.9%	0.02%
12%	The Vanguard Group, Inc.	4,607,907	US$1.1b	-0.21%	0.02%
5.06%	FMR LLC	1,943,667	US$465.5m	-7.41%	0.03%
3.75%	State Street Global Advisors, Inc.	1,441,051	US$345.1m	2.42%	0.01%
2.82%	JP Morgan Asset Management	1,083,948	US$259.6m	-12.7%	0.03%
2.71%	Geode Capital Management, LLC	1,040,389	US$249.1m	4.07%	0.02%
2.27%	Capital Research and Management Company	873,054	US$209.1m	0%	0.01%
2.2%	Dimensional Fund Advisors LP	847,127	US$202.9m	-4.88%	0.03%
1.75%	Fuller & Thaler Asset Management, Inc.	671,957	US$160.9m	0.89%	0.64%
1.74%	Macquarie Investment Management Business Trust	669,071	US$160.2m	-22.2%	0.19%
1.57%	Invesco Ltd.	602,692	US$144.3m	17%	0.04%
1.52%	Invesco Capital Management LLC	583,394	US$139.7m	61.2%	0.05%
1.5%	Boston Trust Walden Company	575,955	US$137.9m	-8.71%	0.96%
1.48%	Charles Schwab Investment Management, Inc.	569,317	US$136.3m	0.69%	0.02%
1.38%	Fiduciary Management, Inc.	530,570	US$127.1m	-0.11%	0.88%
1.37%	Wellington Management Group LLP	527,863	US$126.4m	-8.11%	0.02%
1.23%	Norges Bank Investment Management	473,198	US$113.3m	0%	0.01%
1.18%	Northern Trust Global Investments	454,040	US$108.7m	-1.37%	0.02%
1.14%	Alyeska Investment Group, L.P.	437,491	US$104.8m	8.86%	0.52%
1.12%	Allspring Global Investments, LLC	428,990	US$102.7m	-7.69%	0.15%
1.04%	Brown Advisory Incorporated	401,764	US$96.2m	137%	0.11%
1.01%	Columbia Management Investment Advisers, LLC	389,362	US$93.2m	-1.66%	0.02%
0.98%	Zurich Insurance Group AG, Asset Management Arm	377,086	US$90.3m	0%	0.74%
0.9%	BNY Asset Management	347,460	US$83.2m	-16.2%	0.02%
0.84%	American Century Investment Management Inc	322,079	US$77.1m	-6.11%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 01:53
End of Day Share Price	2024/12/31 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Applied Industrial Technologies, Inc. is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Manthey	Baird
Holden Lewis	BB&T Capital Markets
null null	BB&T Capital Markets