Vanguard holds 2.13M shares in Applied Industrial Technologies (AIT)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Applied Industrial Technologies Inc ownership reported by Vanguard Portfolio Management: 2,126,930 shares, representing 5.7% of common stock. The filing states Vanguard has sole dispositive power over 2,126,930 shares and sole voting power for 4,492 shares. The filing is signed by Vanguard's Head of Global Fund Administration.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 2,126,930 shares
Percent of class: 5.7%
Sole voting power: 4,492 shares
+2 more
5 metrics
Shares beneficially owned
2,126,930 shares
Amount beneficially owned reported on Schedule 13G
Percent of class
5.7%
Percent of common stock reported
Sole voting power
4,492 shares
Sole power to vote or to direct the vote
Sole dispositive power
2,126,930 shares
Sole power to dispose or to direct the disposition
Filing signature date
04/28/2026
Signature date on Schedule 13G
Key Terms
Schedule 13G, Beneficially owned, Sole dispositive power
3 terms
Schedule 13G regulatory
"Vanguard Portfolio Management filed on Schedule 13G disclosing beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Amount beneficially owned: 2126930 (b) Percent of class: 5.7 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 2126930"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
What voting and dispositive powers does Vanguard report for AIT holdings?
Vanguard reports sole voting power for 4,492 shares and sole dispositive power for 2,126,930 shares. Shared voting and dispositive powers are reported as zero in the filing.
Who filed the Schedule 13G for AIT on behalf of Vanguard?
The filing lists Vanguard Portfolio Management as the reporting entity and is signed by Ashley Grim, Head of Global Fund Administration on 04/28/2026.
Does the Vanguard filing indicate other persons hold more than 5% of AIT?
The filing states no other single person's interest reported is over 5%. It notes holdings include securities held for Vanguard funds and managed accounts under Vanguard Portfolio Management.