SEC ownership of APPLIED INDUSTRIAL TECHNOLOGIES INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000109563.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

11 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
11 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000109563
Issuer location
Cleveland, OH

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.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
11 Aug 2026
13F 13D/G 3/4/5 Lead comparable stake: 8.6% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 8.6%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 8.6%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.7%
VANGUARD CAPITAL MANAGEMENT LLC 5.2%
FMR LLC 3.6%
Peter C. Wallace 0.07%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
8.6%
from 13D/G
$1,336,805,105
3,953,290 shares
30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F 13D/G
Company · Vanguard Portfolio Management
5.7%
from 13D/G
$713,978,702
2,111,426 shares
30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F 13D/G
Company · Vanguard Capital Management
5.2%
from 13D/G
$563,663,250
1,666,903 shares
30 Jun 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%
$9,277,729
27,437 shares
-$1,425,150 12 Jul 2026
Vincent K. Petrella
3/4/5
Director
0.06%
$5,570,411
21,694 shares
20 Jan 2026
Joe A. Raver
3/4/5
Director
0.04%
$3,510,304
13,671 shares
20 Jan 2026
Robert J. Pagano Jr.
3/4/5
Director
0.03%
$3,121,297
12,156 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: -$26,386,625.

Buys
$0
Insiders: 0
Sells
$26,386,625
Insiders: 7
Net
-$26,386,625
Shares: -93,971
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 93,971
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 5,657 $0 $1,911,866 -$1,911,866
3-6 0 13,000 $0 $3,873,430 -$3,873,430
6-9 0 32,654 $0 $9,383,342 -$9,383,342
9-12 0 42,660 $0 $11,217,987 -$11,217,987

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 20 reporting-owner rows connected to APPLIED INDUSTRIAL TECHNOLOGIES INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
20
Largest Forms 3/4/5 holder
Neil A. Schrimsher
Net 12M change
-$17,444,790
Latest report
18 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Neil A. Schrimsher President and CEO, Director $47,172,089 -$5,490,274 -10% Mixed 11 Aug 2026
Fred D. Bauer VP-General Counsel & Secretary $14,503,649 Mixed 22 Nov 2022
Warren E. Hoffner III VP, General Mgr-Fluid Power $14,321,155 -$4,773,320 -25% Mixed 11 Aug 2026
David K. Wells Vice President-CFO & Treasurer $11,543,801 -$643,439 -5.3% Mixed 18 Aug 2026
Peter C. Wallace Director $9,277,729 -$1,425,150 -13% Median 12 Jul 2026
Jason W. Vasquez VP-Sales & Marketing-USSC $7,149,997 -$1,568,028 -18% Median 18 Aug 2026
Kurt W. Loring VP-Chief HR Officer $6,771,640 -$2,276,152 -25% Median 11 Aug 2026
Peter A. Dorsman Director $6,523,166 Mixed 08 Feb 2022
Vincent K. Petrella Director $5,570,411 Mixed 20 Jan 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 $1,633,285 -$1,268,427 -44% Filing P/S 18 Jun 2026
Jon S. Ploetz VP-General Counsel & Secretary $1,423,255 Mixed 11 Aug 2026
Christopher Macey Corporate Controller $1,371,734 Mixed 13 Aug 2022
Mary Dean Hall Director $1,180,115 Mixed 20 Jan 2026
Shelly Marie Chadwick Director $938,751 Mixed 20 Jan 2026
Richard M. Wagner Chief Accounting Officer $406,794 Median 11 Aug 2026
Richard J. Simoncic Director $382,587 Mixed 20 Jan 2026
Pamela J. Tomczik Director $79,127 Median 11 Aug 2026

Recent insider transactions for APPLIED INDUSTRIAL TECHNOLOGIES INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
David K. Wells AIT Common Stock Sale -5.35% $643,439 $355.10 -1,812 32,050 18 Aug 2026 Direct
Jason W. Vasquez AIT Common Stock Tax liability -12% -2,774 20,259 18 Aug 2026 Direct
Jason W. Vasquez AIT Common Stock Options Exercise 50.2% 7,700 23,033 18 Aug 2026 Direct
Jason W. Vasquez AIT Stock Appreciation Rights Options Exercise -50% -7,700 7,700 18 Aug 2026 Direct
Pamela J. Tomczik AIT Common Stock Award 234 234 11 Aug 2026 Direct
Jon S. Ploetz AIT Common Stock Tax liability -10.2% -450 3,953 11 Aug 2026 Direct
Jon S. Ploetz AIT Common Stock Award 46.5% 1,398 4,403 11 Aug 2026 Direct
Jon S. Ploetz AIT Stock Appreciation Rights Award 1,240 1,240 11 Aug 2026 Direct
Jason W. Vasquez AIT Common Stock Tax liability -2.18% -341 15,333 11 Aug 2026 Direct
Jason W. Vasquez AIT Common Stock Award 9.83% 1,403 15,674 11 Aug 2026 Direct
Jason W. Vasquez AIT Stock Appreciation Rights Award 1,240 1,240 11 Aug 2026 Direct
David K. Wells AIT Common Stock Tax liability -2.55% -887 33,862 11 Aug 2026 Direct
David K. Wells AIT Common Stock Award 7.82% 2,521 34,749 11 Aug 2026 Direct
David K. Wells AIT Stock Appreciation Rights Award 2,153 2,153 11 Aug 2026 Direct
Warren E. Hoffner III AIT Common Stock Tax liability -0.76% -320 41,775 11 Aug 2026 Direct
Warren E. Hoffner III AIT Common Stock Award 3.83% 1,551 42,095 11 Aug 2026 Direct
Warren E. Hoffner III AIT Stock Appreciation Rights Award 1,305 1,305 11 Aug 2026 Direct
Kurt W. Loring AIT Common Stock Tax liability -3.05% -628 19,992 11 Aug 2026 Direct
Kurt W. Loring AIT Common Stock Award 9.29% 1,752 20,620 11 Aug 2026 Direct
Kurt W. Loring AIT Stock Appreciation Rights Award 1,514 1,514 11 Aug 2026 Direct
Neil A. Schrimsher AIT Common Stock Tax liability -3.44% -4,876 136,893 11 Aug 2026 Direct
Neil A. Schrimsher AIT Common Stock Award 10.4% 13,402 141,769 11 Aug 2026 Direct
Neil A. Schrimsher AIT Stock Appreciation Rights Award 10,217 10,217 11 Aug 2026 Direct
Richard M. Wagner AIT Common Stock Award 21.8% 215 1,203 11 Aug 2026 Direct
Richard M. Wagner AIT Stock Appreciation Rights Award 1,378 1,378 11 Aug 2026 Direct
Jon S. Ploetz AIT Common Stock Tax liability -8.83% -291 3,005 08 Aug 2026 Direct
Jason W. Vasquez AIT Common Stock Tax liability -1.52% -220 14,271 08 Aug 2026 Direct
David K. Wells AIT Common Stock Tax liability -1.75% -573 32,228 08 Aug 2026 Direct
Kurt W. Loring AIT Common Stock Tax liability -2.1% -405 18,868 08 Aug 2026 Direct
Warren E. Hoffner III AIT Common Stock Tax liability -0.51% -207 40,544 08 Aug 2026 Direct
Neil A. Schrimsher AIT Common Stock Tax liability -1.66% -2,161 128,367 08 Aug 2026 Direct
Peter C. Wallace AIT Common Stock Other 2.42% 584 24,763 12 Jul 2026 Direct
Peter C. Wallace AIT Common Stock Other -17.9% -584 2,674 12 Jul 2026 Deferred Compensation Plan
Peter C. Wallace AIT Common Stock Award 0.17% 5.46 3,258 30 Jun 2026 Deferred Compensation Plan
Madhuri A. Andrews AIT Common Stock Sale -43.7% $1,268,427 $329.89 -3,845 4,951 18 Jun 2026 Direct
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
* marks a reported price that did not pass the local price check.
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