ROYAL LONDON ASSET MANAGEMENT LTD
Position in AIT — Applied Industrial Technologies Inc
CIK 863748
UNITED KINGDOM, X0
Position in AIT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,279,598
-$15,002,363 QoQ
Shares Held
68,844
-52.3% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#93
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $642,502,831 across 7 Industrial Distribution names. AIT ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
|
5,488,673 | $264,828,472 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
919,100 | $218,130,003 | |
| 3 | QXO |
QXO, Inc.
|
2,884,768 | $49,848,791 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
30,120 | $40,975,248 | |
| 5 | FAST |
Fastenal Co
|
809,523 | $38,881,389 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
68,844 | $23,279,598 | |
| 7 | WSO |
Watsco Inc
|
15,740 | $6,559,330 |
All Filings in AIT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,279,598 | 68,844 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,281,961 | 144,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $90,663,689 | 353,093 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,683,977 | 427,826 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $91,525,560 | 393,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,435,491 | 232,695 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||