New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Applied Industrial Technologies Inc NEW YORK STOCK EXCHANGE, INC.:AIT
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new4 added2 reduced0 exited
Total Institutional Holders
6
as of 2025-12-31
Top Holder
DF DENT & CO INC
$24.5M
Largest QoQ Increase
WBI INVESTMENTS, INC.
+5,821 sh
Largest QoQ Decrease
DF DENT & CO INC
-2,616 sh
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WBI INVESTMENTS, INC. | 8,450 | +5,821 | $2.2M | +$1.5M | 221.4% |
| Legato Capital Management LLC | 4,135 | +1,265 | $1.1M | +$312.5K | 44.1% |
| BAHL & GAYNOR INC | 25,403 | +368 | $6.5M | -$12.7K | 1.5% |
| US Asset Management LLC | 1,266 | +41 | $325.1K | +$5.3K | 3.3% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DF DENT & CO INC | 95,265 | -2,616 | $24.5M | -$1.1M | -2.7% |
| Ancora Advisors, LLC | 2,000 | 0 | $513.5K | -$8.6K | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| DF DENT & CO INC | 95,265 | $24.5M | -2,616 | -2.7% |
| BAHL & GAYNOR INC | 25,403 | $6.5M | +368 | 1.5% |
| WBI INVESTMENTS, INC. | 8,450 | $2.2M | +5,821 | 221.4% |
| Legato Capital Management LLC | 4,135 | $1.1M | +1,265 | 44.1% |
| Ancora Advisors, LLC | 2,000 | $513.5K | 0 | 0.0% |
| US Asset Management LLC | 1,266 | $325.1K | +41 | 3.3% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for AIT against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.