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Advanced Energy Industries Inc

AEIS
Exchange
Nasdaq
Industry
Electronic Components, NEC
SEC CIK
0000927003

In the last 90 days, Advanced Energy Industries Inc insiders filed 0 open-market purchases and 6 sales; 683 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
299
No complete 13F data for Q4 2020
Shares held
36.8M
No complete 13F data for Q4 2020
Total value
$4.02B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AEIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 299 institutions
Q1 2021: 299 institutionsQ2 2021: 278 institutionsQ3 2021: 258 institutionsQ4 2021: 271 institutionsQ1 2022: 269 institutionsQ2 2022: 261 institutionsQ3 2022: 275 institutionsQ4 2022: 306 institutionsQ1 2023: 288 institutionsQ2 2023: 291 institutionsQ3 2023: 296 institutionsQ4 2023: 291 institutionsQ1 2024: 311 institutionsQ2 2024: 306 institutionsQ3 2024: 316 institutionsQ4 2024: 319 institutionsQ1 2025: 355 institutionsQ2 2025: 372 institutionsQ3 2025: 401 institutionsQ4 2025: 465 institutionsQ1 2026: 580 institutionsQ2 2026: 683 institutions
Value heldQ1 2021: $4.02B
Q1 2021: $4.02BQ2 2021: $4.22BQ3 2021: $3.23BQ4 2021: $3.34BQ1 2022: $3.22BQ2 2022: $2.70BQ3 2022: $2.88BQ4 2022: $3.20BQ1 2023: $3.67BQ2 2023: $4.21BQ3 2023: $3.97BQ4 2023: $4.36BQ1 2024: $4.00BQ2 2024: $4.33BQ3 2024: $4.18BQ4 2024: $4.73BQ1 2025: $3.83BQ2 2025: $5.28BQ3 2025: $6.81BQ4 2025: $8.61BQ1 2026: $13.2BQ2 2026: $15.0B
Institutions holding AEIS and their total value by quarter
QuarterHoldersValue
Q2 2026683$15.0B
Q1 2026580$13.2B
Q4 2025465$8.61B
Q3 2025401$6.81B
Q2 2025372$5.28B
Q1 2025355$3.83B
Q4 2024319$4.73B
Q3 2024316$4.18B
Q2 2024306$4.33B
Q1 2024311$4.00B
Q4 2023291$4.36B
Q3 2023296$3.97B
Q2 2023291$4.21B
Q1 2023288$3.67B
Q4 2022306$3.20B
Q3 2022275$2.88B
Q2 2022261$2.70B
Q1 2022269$3.22B
Q4 2021271$3.34B
Q3 2021258$3.23B
Q2 2021278$4.22B
Q1 2021299$4.02B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AEIS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp5$00.00%––
Meeder Asset Management Inc4$00.00%––
Glassman Wealth Services3$00.00%––
Sound Income Strategies, LLC3$3280.00%––
NEXT Financial Group, Inc7$1.00K0.00%––
Global Financial Private Client, LLC14$1.63K0.00%––
CWM, LLC15$2.00K0.00%––
Allworth Financial LP20$2.00K0.00%––
Bogart Wealth, LLC20$2.00K0.00%––
Rockefeller Capital Management L.P.23$2.00K0.00%––
Howe & Rusling Inc32$3.00K0.00%––
Parallel Advisors, LLC28$3.00K0.00%––
BDO Wealth Advisors, LLC23$3.00K0.00%––
Savior LLC28$3.00K0.00%––
Carolinas Wealth Consulting LLC27$3.00K0.00%––
Alpha DNA Investment Management LLC34$3.00K0.00%––
Spire Wealth Management28$3.00K0.00%––
Versant Capital Management, Inc37$4.00K0.00%––
Coastal Capital Group, Inc.38$4.00K0.00%––
Assetmark, Inc47$5.00K0.00%––
Tarbox Family Office, Inc.44$5.00K0.00%––
Harbour Investments, Inc.62$7.00K0.00%––
Parkside Financial Bank & Trust74$8.00K0.00%––
Carroll Financial Associates, Inc.82$8.00K0.00%––
TCI Wealth Advisors, Inc.82$9.00K0.00%––
American Portfolios Advisors86$9.39K0.00%––
Proequities, Inc.93$10.0K0.00%––
Larson Financial Group LLC101$11.0K0.00%––
Gemmer Asset Management LLC109$12.0K0.00%––
Patriot Financial Group Insurance Agency, LLC106$12.0K0.00%––
Fifth Third Bancorp115$13.0K0.00%––
Leonteq Securities AG150$16.4K0.00%––
Signaturefd, LLC176$19.0K0.00%––
Private Capital Group, LLC181$20.0K0.00%––
Sowell Financial Services LLC236$21.0K0.00%––
Walleye Trading LLC197$22.0K0.00%––
Ameritas Investment Company, LLC254$27.7K0.00%––
Northwestern Mutual Wealth Management Co272$29.0K0.00%––
Hall Laurie J Trustee270$29.0K0.01%––
FORA Capital, LLC296$32.0K0.01%––
Global Retirement Partners, LLC365$40.0K0.00%––
Archer Investment Corp400$43.7K0.02%––
Quadrant Capital Group LLC402$44.0K0.01%––
Captrust Financial Advisors411$45.0K0.00%––
First Horizon Advisors, Inc.465$50.0K0.00%––
O'Shaughnessy Asset Management, LLC527$58.0K0.00%––
Steward Partners Investment Advisory, LLC558$60.9K0.00%––
Cutler Group LP600$65.0K0.01%––
Point72 Hong Kong Ltd641$70.0K0.01%––
Exchange Traded Concepts, LLC734$80.0K0.00%––
Simplex Trading, LLC858$93.0K0.01%––
Creative Financial Designs Inc882$96.0K0.02%––
Sutton Wealth Advisors Inc.894$97.6K0.04%––
Fieldpoint Private Securities, LLC894$98.0K0.02%––
Public Employees Retirement System of Ohio909$99.0K0.00%––
IFP Advisors, Inc953$104.0K0.00%––
First Bank & Trust963$105.0K0.05%––
Institutional & Family Asset Management, LLC1,099$120.0K0.02%––
Macquarie Group Ltd1,306$143.0K0.00%––
Credit Agricole S A1,367$149.0K0.01%––
Barrow Hanley Mewhinney & Strauss LLC1,640$179.0K0.00%––
PEAK6 Investments LLC1,653$180.0K0.00%––
MML Investors Services, LLC1,839$201.0K0.00%––
Schonfeld Strategic Advisors LLC1,900$207.0K0.00%––
AMP Capital Investors Ltd1,932$211.0K0.00%––
Mercer Global Advisors Inc1,950$213.0K0.00%––
Virtu Financial LLC1,952$213.0K0.02%––
Stoneridge Investment Partners LLC2,009$219.0K0.11%––
Prelude Capital Management, LLC2,065$225.0K0.02%––
Cornerstone Investment Partners, LLC2,075$227.0K0.01%––
HighTower Advisors, LLC2,098$229.0K0.00%––
Blueshift Asset Management, LLC2,166$236.0K0.02%––
Cubist Systematic Strategies, LLC2,174$237.0K0.00%––
Truist Financial Corp2,202$240.0K0.00%––
David J Yvars Group2,205$241.0K0.15%––
Level Four Advisory Services, LLC2,216$242.0K0.02%––
Lazard Asset Management LLC2,234$243.0K0.00%––
JustInvest LLC2,278$249.0K0.04%––
National Asset Management, Inc.2,371$259.0K0.01%––
XTX Topco Ltd2,417$264.0K0.13%––
Veritable, L.P.2,467$269.0K0.00%––
Weld Capital Management LLC2,472$270.0K0.11%––
Oberweis Asset Management Inc2,500$273.0K0.06%––
US Bancorp2,538$277.0K0.00%––
First Citizens Bank & Trust Co2,533$277.0K0.01%––
Cim Investment Mangement Inc2,629$287.0K0.09%––
Ifrah Financial Services, Inc.2,745$300.0K0.09%––
Acadian Asset Management LLC2,845$311.0K0.00%––
LS Investment Advisors, LLC2,849$311.0K0.02%––
Poplar Forest Capital LLC2,863$313.0K0.03%––
Caxton Associates LP2,881$315.0K0.03%––
Integrated Investment Consultants, LLC2,884$315.0K0.11%––
Pictet Asset Management Ltd2,900$317.0K0.00%––
Gotham Asset Management, LLC2,972$324.0K0.01%––
Flputnam Investment Management Co2,975$325.0K0.01%––
Ameritas Investment Partners, Inc.3,090$337.0K0.01%––
Bailard, Inc.3,100$338.0K0.01%––
Baird Financial Group, Inc.3,096$338.0K0.00%––
Alps Advisors Inc3,155$344.0K0.00%––
Mount Yale Investment Advisors, LLC3,274$357.0K0.05%––