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LPL Financial LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 1403438 FORT MILL, SC

Position in AIT

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$8,327,598
-$6,112,890 QoQ
Shares Held
31,387
-44.2% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority Sole 20.894000700927133.ToString("F0")% Shared 0.ToString("F0")% None 79.10599929907286.ToString("F0")%

Common Shares in AIT Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $256,510,442 across 17 Industrial Distribution names. AIT ranks #8 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 AIT
Applied Industrial Technologies Inc
This page
31,387 $8,327,598

All Filings in AIT

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,327,598 31,387
2025-12-31 $14,440,488 56,239
2025-09-30 $20,072,134 76,890
2025-06-30 $17,199,905 73,994
2025-03-31 $15,385,989 68,279
2024-12-31 $7,502,116 31,328
2024-09-30 $5,655,899 25,348
2024-06-30 $4,861,446 25,059
2024-03-31 $4,151,513 21,015
2023-12-31 $3,409,936 19,746
2023-09-30 $2,581,059 16,694
2023-06-30 $2,237,044 15,446
2023-03-31 $1,953,576 13,745
2022-12-31 $1,920,949 15,242
2022-09-30 $1,312,706 12,772
2022-06-30 $1,228,090 12,770
2022-03-31 $1,103,184 10,746
2021-09-30 $582,239 6,460
2021-06-30 $591,161 6,492
2021-03-31 $445,183 4,883
2020-12-31 $374,819 4,806
2020-09-30 $248,556 4,511
2020-06-30 $281,254 4,508