undamentalytics Newsletter

Applied Industrial Technologies Inc: which funds bought and sold

Institutions that bought and sold Applied Industrial Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 317 institutions that filed 13F reports for both quarters added to or opened positions in Applied Industrial Technologies, and 258 cut or closed them. Together they sold a net 176K shares, −0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 442K shares (−4.3%); index fund managers were net buyers of 159K shares (+1.5%). 92 opened a new position and 50 sold out entirely.

Bought, Q2 2026 317 institutions, 92 of them new holders Sold, Q2 2026 258 institutions, 50 of them sold out
Net change, all compared −176K shares (−0.5%)
Net change, active managers −442K shares (−4.3%), 26 bought, 51 sold

Buyers versus sellers

institutions compared, 658
Active managers and hedge funds 26 bought · 51 sold · −442K
Index fund managers 7 bought · 4 sold · +159K
Other institutions 284 bought · 203 sold · +106K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +424K +46.1% 1.3M $452M
Fuller & Thaler Asset Management, Inc. +331K +58.8% 894K $302M
Zurich Insurance Group Ltd +234K New position 234K $79M
Massachusetts Financial Services Co Active manager +192K +64.0% 491K $168M
Blackrock, Inc. Index funds +115K +3.0% 4.0M $1.3B
Goldman Sachs Group Inc +78K +27.3% 364K $123M
Price T Rowe Associates Inc Active manager +76K +20.1% 456K $154M
Assenagon Asset Management S.A. +76K +117.7% 140K $47.4M
Renaissance Technologies LLC Hedge fund +72K New position 72K $24.4M
Invesco Ltd. +68K +18.1% 443K $150M
FMR LLC Active manager +68K +13.4% 574K $194M
Artisan Partners Limited Partnership Active manager +47K +26.6% 223K $75.4M
Fi3 Financial Advisors, LLC +46K New position 46K $13.4M
Driehaus Capital Management LLC Active manager +46K +74.1% 107K $36.2M
Strs Ohio +45K +133.9% 79K $26.6M
Geode Capital Management, LLC Index funds +39K +4.3% 939K $318M
ING Groep NV +34K +683.1% 39K $13.2M
Bank Of Nova Scotia +33K +80.2% 75K $25.3M
Capital World Investors Active manager +32K +8.7% 406K $137M
SG Americas Securities, LLC +31K +1080.2% 34K $11.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −234K −45.7% 278K $94.1M
Fiduciary Management Inc Active manager −206K Sold out 0 —
Durable Capital Partners LP Hedge fund −135K −45.4% 162K $54.8M
Wellington Management Group LLP Active manager −123K −16.3% 632K $214M
Fiera Capital Corp −106K −42.8% 142K $47.9M
Arrowmark Colorado Holdings LLC −105K −71.2% 43K $14.4M
Alyeska Investment Group, L.P. Hedge fund −100K −16.5% 503K $170M
Palisade Capital Management, LP Active manager −94K −50.6% 91K $30.9M
Qube Research & Technologies Ltd Hedge fund −89K −32.1% 188K $63.5M
Jpmorgan Chase & Co −87K −16.9% 430K $144M
Adage Capital Partners Gp, L.L.C. Hedge fund −78K −44.2% 99K $33.4M
Royal London Asset Management Ltd −75K −52.3% 69K $23.3M
Jane Street Group, LLC −67K −93.8% 4,451 $1.5M
Tudor Investment Corp Et Al Hedge fund −59K −92.4% 4,881 $1.7M
Thornburg Investment Management Inc Active manager −56K Sold out 0 —
Nomura Asset Management International Inc. −56K −26.5% 156K $52.7M
Balyasny Asset Management L.P. Hedge fund −54K −54.8% 45K $15.2M
D. E. Shaw & Co., Inc. Hedge fund −49K −74.7% 17K $5.6M
Allspring Global Investments Holdings, LLC −48K −18.5% 212K $70.3M
Schonfeld Strategic Advisors LLC Hedge fund −48K −92.4% 3,939 $1.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Zurich Insurance Group Ltd 234K $79M
Renaissance Technologies LLCHedge fund 72K $24.4M
Fi3 Financial Advisors, LLC 46K $13.4M
Candelo Capital Management LP 18K $6.1M
Winton Group LtdHedge fund 16K $5.3M
Concentric Capital Strategies, LP 11K $3.6M
Longaeva Partners L.P. 11K $3.6M
Oak Thistle LLC 6,659 $2.3M
Sandler Capital Management 5,232 $1.8M
Bridgeway Capital Management, LLCActive manager 4,840 $1.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fiduciary Management IncActive manager 206K $54.6M
Thornburg Investment Management IncActive manager 56K $15M
Citadel Advisors LLCHedge fund 41K $10.8M
Squarepoint Ops LLCHedge fund 17K $4.6M
Healthcare Of Ontario Pension Plan Trust Fund 12K $3.1M
Campbell & Co Investment Adviser LLC 12K $3.1M
Magnetar Financial LLCHedge fund 12K $3.1M
Verition Fund Management LLCHedge fund 7,881 $2.1M
Northcoast Asset Management LLC 7,513 $2M
Y-Intercept (Hong Kong) Ltd 5,534 $1.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
615
Ten largest holders
41.0%
of 13F-reported shares
Index fund managers
31.4%
of 13F-reported shares
Active managers and hedge funds
27.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 26 51 5 9 −442K −4.3%
Index fund managers 7 4 0 0 +159K +1.5%
Other institutions 284 203 87 41 +106K +0.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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