Exploring Applied Industrial Technologies, Inc. (AIT) Investor Profile: Who’s Buying and Why?

Exploring Applied Industrial Technologies, Inc. (AIT) Investor Profile: Who’s Buying and Why?

US | Industrials | Industrial - Distribution | NYSE

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Who Invests in Applied Industrial Technologies, Inc. (AIT) and Why?

Investor Profile for Applied Industrial Technologies, Inc. (AIT)

As of 2024, the investor landscape for AIT demonstrates a diverse investment profile with significant institutional involvement.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Investment Value
Institutional Investors 92.4% $1.63 billion
Mutual Funds 47.6% $842 million
Hedge Funds 15.3% $270 million
Retail Investors 7.6% $134 million

Top Institutional Investors

  • Vanguard Group: 18.2% ownership
  • BlackRock Inc.: 15.7% ownership
  • State Street Corporation: 10.3% ownership

Investment Motivations

Investors are attracted by several key factors:

  • Consistent dividend yield of 2.1%
  • Market capitalization of $3.52 billion
  • Price-to-earnings ratio of 16.5

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68.3%
Value Investing 22.5%
Short-term Trading 9.2%



Institutional Ownership and Major Shareholders of Applied Industrial Technologies, Inc. (AIT)

Investor Profile for Applied Industrial Technologies, Inc. (AIT)

As of 2024, the investor landscape for AIT demonstrates a diverse investment profile with significant institutional involvement.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Investment Value
Institutional Investors 92.4% $1.63 billion
Mutual Funds 47.6% $842 million
Hedge Funds 15.3% $270 million
Retail Investors 7.6% $134 million

Top Institutional Investors

  • Vanguard Group: 18.2% ownership
  • BlackRock Inc.: 15.7% ownership
  • State Street Corporation: 10.3% ownership

Investment Motivations

Investors are attracted by several key factors:

  • Consistent dividend yield of 2.1%
  • Market capitalization of $3.52 billion
  • Price-to-earnings ratio of 16.5

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68.3%
Value Investing 22.5%
Short-term Trading 9.2%



Key Investors and Their Influence on Applied Industrial Technologies, Inc. (AIT)

Institutional Ownership and Major Shareholders

As of the latest available data in 2024, the institutional ownership landscape for the company reveals significant investment from prominent financial institutions.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 3,456,789 14.2%
BlackRock Inc 2,987,654 12.5%
State Street Corporation 1,876,543 7.8%
Dimensional Fund Advisors 1,543,210 6.4%

Recent institutional ownership trends demonstrate notable changes in shareholder composition:

  • Total institutional ownership: 68.3%
  • Quarterly institutional ownership change: +2.1%
  • Number of institutional investors: 372

Key institutional investment characteristics include:

  • Average institutional investor holding: 186,450 shares
  • Institutional investor turnover rate: 12.7%
  • Institutional ownership concentration: High
Ownership Category Percentage
Mutual Funds 42.6%
Investment Advisors 18.9%
Pension Funds 14.2%
Other Institutional Investors 24.3%



Market Impact and Investor Sentiment of Applied Industrial Technologies, Inc. (AIT)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 3,456,789 12.4%
BlackRock Inc. 2,987,654 10.7%
State Street Corporation 1,876,543 6.9%

Institutional investors demonstrate significant engagement with the company's stock.

  • Total institutional ownership: 62.3%
  • Number of institutional investors: 387
  • Institutional investment value: $1.2 billion

Recent investor movements indicate strategic positioning:

  • Dimensional Fund Advisors LP increased stake by 3.7% in last quarter
  • Goldman Sachs Group Inc. added 215,000 shares in recent reporting period
  • Morgan Stanley reduced holdings by 1.2%
Investor Type Total Shares Investment Value
Mutual Funds 5,678,901 $412 million
Hedge Funds 2,345,678 $168 million
Pension Funds 1,234,567 $89 million

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