Holder evidence
50
SEC ownership of APPLIED INDUSTRIAL TECHNOLOGIES INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000109563.
Lead holder
BlackRock, Inc.
13D/G signal
BlackRock, Inc.
Latest evidence
31 Mar 2026
- CIK
- 0000109563
- Symbol
- AIT on NYSE
- Location
- Cleveland, OH
- SEC evidence mix
- 13F, 13D/G, and 3/4/5
- Lead holder
- BlackRock, Inc.
- Latest large-stake holder
- BlackRock, Inc.
- Latest evidence date
- 31 Mar 2026
Issuer identity
Ownership snapshot
Ownership snapshot
Top shareholders of APPLIED INDUSTRIAL TECHNOLOGIES INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
BlackRock, Inc.
13D/G signal
BlackRock, Inc.
Evidence rows
50
Latest as of
31 Mar 2026
13F
13D/G
3/4/5
Lead comparable stake: 8.6%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Rank 1 holder
BlackRock, Inc.
13F
13D/G
- Ownership
- 8.6%
- Position
- $1.02B
Rank 2 holder
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G
13F
- Ownership
- 5.7%
- Position
- $564.32M
Rank 3 holder
VANGUARD CAPITAL MANAGEMENT LLC
13D/G
13F
- Ownership
- 5.2%
- Position
- $519.09M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
8.6%
from 13D/G
|
$1,018,447,930
3,838,564 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.7%
|
$564,317,280
2,126,930 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$519,093,735
1,956,481 shares
|
$0 | 31 Mar 2026 |
| FMR LLC |
13D/G
13F
Company
|
3.6%
|
$334,746,417
1,399,851 shares
|
$0 | 31 Mar 2025 |
| Peter C. Wallace |
3/4/5
Director
|
0.07%
|
$7,043,721
27,432 shares
|
-$1,425,150 | 31 Mar 2026 |
| Vincent K. Petrella |
3/4/5
Director
|
0.06%
|
$5,570,411
21,694 shares
|
— | 20 Jan 2026 |
| Kurt W. Loring |
3/4/5
VP-Chief HR Officer
|
0.05%
|
$5,156,114
19,306 shares
|
-$2,276,152 | 22 Aug 2025 |
| Joe A. Raver |
3/4/5
Director
|
0.04%
|
$3,510,304
13,671 shares
|
— | 20 Jan 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$24,474,759.
Buys
$0
Insiders: 0
Sells
$24,474,759
Insiders: 5
Net
-$24,474,759
Shares: -88,314
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 88,314
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 8,000 | $0 | $2,448,280 | -$2,448,280 |
| 3-6 | 0 | 37,654 | $0 | $10,808,492 | -$10,808,492 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 42,660 | $0 | $11,217,987 | -$11,217,987 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to APPLIED INDUSTRIAL TECHNOLOGIES INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Lead holder
Neil A. Schrimsher
Net 12M change
-$24,474,759
Latest report
05 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Neil A. Schrimsher | President and CEO, Director | $38,475,457 | -$12,490,345 | -25% | Mixed | 04 Feb 2026 |
| Fred D. Bauer | VP-General Counsel & Secretary | $14,503,649 | Mixed | 22 Nov 2022 | ||
| Warren E. Hoffner III | VP, General Mgr-Fluid Power | $12,619,979 | -$4,773,320 | -27% | Mixed | 05 May 2026 |
| David K. Wells | Vice President-CFO & Treasurer | $9,041,456 | Mixed | 12 Aug 2025 | ||
| Peter C. Wallace | Director | $7,043,721 | -$1,425,150 | -17% | Mixed | 31 Mar 2026 |
| Peter A. Dorsman | Director | $6,523,166 | Mixed | 08 Feb 2022 | ||
| Vincent K. Petrella | Director | $5,570,411 | Mixed | 20 Jan 2026 | ||
| Kurt W. Loring | VP-Chief HR Officer | $5,156,114 | -$2,276,152 | -31% | Mixed | 22 Aug 2025 |
| Jason W. Vasquez | VP-Sales & Marketing-USSC | $4,396,698 | -$3,509,792 | -44% | Mixed | 05 Feb 2026 |
| Dan P. Komnenovich | Director | $4,159,419 | Mixed | 23 Jan 2024 | ||
| Joe A. Raver | Director | $3,510,304 | Mixed | 20 Jan 2026 | ||
| Robert J. Pagano Jr. | Director | $3,121,297 | Mixed | 20 Jan 2026 | ||
| Madhuri A. Andrews | Director | $2,258,549 | Mixed | 20 Jan 2026 | ||
| Christopher Macey | Corporate Controller | $1,371,734 | Mixed | 13 Aug 2022 | ||
| Mary Dean Hall | Director | $1,180,115 | Mixed | 20 Jan 2026 | ||
| Jon S. Ploetz | VP-General Counsel & Secretary | $961,044 | Mixed | 24 Apr 2026 | ||
| Shelly Marie Chadwick | Director | $938,751 | Mixed | 20 Jan 2026 | ||
| Richard J. Simoncic | Director | $382,587 | Mixed | 20 Jan 2026 | ||
| Richard M. Wagner | Chief Accounting Officer | $250,863 | Mixed | 12 Aug 2025 |
Recent insider transactions for APPLIED INDUSTRIAL TECHNOLOGIES INC
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Warren E. Hoffner III | AIT | Common Stock | Sale | -16.4% | $2,448,280 | $306.04 | -8,000 | 40,751 | 05 May 2026 | Direct |
| Jon S. Ploetz | AIT | Common Stock | Tax liability | -4.24% | -146 | 3,296 | 24 Apr 2026 | Direct | ||
| Peter C. Wallace | AIT | Common Stock | Award | 0.18% | 5.87 | 3,253 | 31 Mar 2026 | Deferred Compensation Plan | ||
| Peter C. Wallace | AIT | Common Stock | Sale | -17.1% | $1,425,150 | $285.03 | -5,000 | 24,179 | 26 Feb 2026 | Direct |
| Warren E. Hoffner III | AIT | Common Stock | Sale | -7.58% | $1,170,560 | $292.64 | -4,000 | 48,751 | 06 Feb 2026 | Direct |
| Warren E. Hoffner III | AIT | Common Stock | Sale | -7.05% | $1,154,480 | $288.62 | -4,000 | 52,751 | 05 Feb 2026 | Direct |
| Jason W. Vasquez | AIT | Common Stock | Sale | -27.3% | $1,568,028 | $287.87 | -5,447 | 14,491 | 05 Feb 2026 | Direct |
| Neil A. Schrimsher | AIT | Common Stock | Sale | -12.8% | $5,490,274 | $285.85 | -19,207 | 130,528 | 04 Feb 2026 | Direct |
| Robert J. Pagano Jr. | AIT | Common Stock | Award | 4.94% | 572 | 12,156 | 20 Jan 2026 | Direct | ||
| Joe A. Raver | AIT | Common Stock | Award | 4.37% | 572 | 13,671 | 20 Jan 2026 | Direct | ||
| Richard J. Simoncic | AIT | Common Stock | Award | 62.3% | 572 | 1,490 | 20 Jan 2026 | Direct | ||
| Shelly Marie Chadwick | AIT | Common Stock | Award | 18.6% | 572 | 3,656 | 20 Jan 2026 | Direct | ||
| Mary Dean Hall | AIT | Common Stock | Award | 14.2% | 572 | 4,596 | 20 Jan 2026 | Direct | ||
| Madhuri A. Andrews | AIT | Common Stock | Award | 6.96% | 572 | 8,796 | 20 Jan 2026 | Direct | ||
| Vincent K. Petrella | AIT | Common Stock | Award | 2.71% | 572 | 21,694 | 20 Jan 2026 | Direct | ||
| Peter C. Wallace | AIT | Common Stock | Award | 2.41% | 688 | 29,179 | 20 Jan 2026 | Direct | ||
| Peter C. Wallace | AIT | Common Stock | Award | 0.18% | 5.76 | 3,247 | 31 Dec 2025 | Deferred Compensation Plan | ||
| Peter C. Wallace | AIT | Common Stock | Award | 0.17% | 5.65 | 3,241 | 30 Sep 2025 | Deferred Compensation Plan | ||
| Jason W. Vasquez | AIT | Common Stock | Other | 37.6% | 5,447 | 19,938 | 02 Sep 2025 | Direct | ||
| Kurt W. Loring | AIT | Common Stock | Sale | -30.7% | $2,276,152 | $267.06 | -8,523 | 19,273 | 22 Aug 2025 | Direct |
| Jason W. Vasquez | AIT | Common Stock | Sale | -34% | $1,941,764 | $260.08 | -7,466 | 14,491 | 21 Aug 2025 | Direct |
| Neil A. Schrimsher | AIT | Common Stock | Sale | -15.1% | $7,000,071 | $262.46 | -26,671 | 149,735 | 21 Aug 2025 | Direct |
| Kurt W. Loring | AIT | Common Stock | Tax liability | -13.9% | -4,480 | 27,796 | 20 Aug 2025 | Direct | ||
| Kurt W. Loring | AIT | Common Stock | Options Exercise | 60% | 12,100 | 32,276 | 20 Aug 2025 | Direct | ||
| Kurt W. Loring | AIT | Stock Appreciation Rights | Options Exercise | -100% | -12,100 | 0 | 20 Aug 2025 | Direct | ||
| Richard M. Wagner | AIT | Common Stock | Award | 40.7% | 286 | 988 | 12 Aug 2025 | Direct | ||
| Richard M. Wagner | AIT | Stock Appreciation Rights | Award | 1,705 | 1,705 | 12 Aug 2025 | Direct | |||
| David K. Wells | AIT | Common Stock | Tax liability | -5.51% | -1,914 | 32,801 | 12 Aug 2025 | Direct | ||
| David K. Wells | AIT | Common Stock | Award | 11.1% | 3,474 | 34,715 | 12 Aug 2025 | Direct | ||
| David K. Wells | AIT | Stock Appreciation Rights | Award | 2,664 | 2,664 | 12 Aug 2025 | Direct | |||
| Kurt W. Loring | AIT | Common Stock | Tax liability | -5.64% | -1,207 | 20,176 | 12 Aug 2025 | Direct | ||
| Kurt W. Loring | AIT | Common Stock | Award | 12.8% | 2,433 | 21,383 | 12 Aug 2025 | Direct | ||
| Kurt W. Loring | AIT | Stock Appreciation Rights | Award | 1,825 | 1,825 | 12 Aug 2025 | Direct | |||
| Jon S. Ploetz | AIT | Common Stock | Award | 54% | 1,207 | 3,442 | 12 Aug 2025 | Direct | ||
| Jon S. Ploetz | AIT | Stock Appreciation Rights | Award | 1,453 | 1,453 | 12 Aug 2025 | Direct | |||
| Jason W. Vasquez | AIT | Common Stock | Tax liability | -5.46% | -1,269 | 21,957 | 12 Aug 2025 | Direct | ||
| Jason W. Vasquez | AIT | Common Stock | Award | 9.1% | 1,938 | 23,226 | 12 Aug 2025 | Direct | ||
| Jason W. Vasquez | AIT | Stock Appreciation Rights | Award | 1,453 | 1,453 | 12 Aug 2025 | Direct | |||
| Warren E. Hoffner III | AIT | Common Stock | Tax liability | -1.61% | -927 | 56,751 | 12 Aug 2025 | Direct | ||
| Warren E. Hoffner III | AIT | Common Stock | Award | 4.03% | 2,237 | 57,678 | 12 Aug 2025 | Direct | ||
| Warren E. Hoffner III | AIT | Stock Appreciation Rights | Award | 1,582 | 1,582 | 12 Aug 2025 | Direct | |||
| Neil A. Schrimsher | AIT | Common Stock | Tax liability | -6.52% | -12,303 | 176,406 | 12 Aug 2025 | Direct | ||
| Neil A. Schrimsher | AIT | Common Stock | Award | 10.8% | 18,321 | 188,709 | 12 Aug 2025 | Direct | ||
| Neil A. Schrimsher | AIT | Stock Appreciation Rights | Award | 12,062 | 12,062 | 12 Aug 2025 | Direct | |||
| David K. Wells | AIT | Common Stock | Tax liability | -1.62% | -516 | 31,241 | 09 Aug 2025 | Direct | ||
| Jason W. Vasquez | AIT | Common Stock | Tax liability | -1.89% | -409 | 21,288 | 09 Aug 2025 | Direct | ||
| Kurt W. Loring | AIT | Common Stock | Tax liability | -1.89% | -365 | 18,950 | 09 Aug 2025 | Direct | ||
| Warren E. Hoffner III | AIT | Common Stock | Tax liability | -0.48% | -268 | 55,441 | 09 Aug 2025 | Direct | ||
| Neil A. Schrimsher | AIT | Common Stock | Tax liability | -1.85% | -3,218 | 170,388 | 09 Aug 2025 | Direct | ||
| Peter C. Wallace | AIT | Common Stock | Other | 5.84% | 1,571 | 28,491 | 12 Jul 2025 | Direct |
* indicates a reported price that failed the local validity check.