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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
ExodusPoint Capital Management, LP3,359$367.0K0.01%––
DuPont Capital Management Corp3,397$371.0K0.01%––
M&T Bank Corp3,500$382.0K0.00%––
Engineers Gate Manager LP3,650$398.0K0.02%––
Connable Office Inc3,686$402.0K0.06%––
CWM Advisors, LLC3,712$405.0K0.06%––
HSBC Holdings PLC3,723$407.0K0.00%––
Marshall Wace, LLP3,910$427.0K0.00%––
Quadrature Capital Ltd3,900$427.0K0.02%––
Old Mission Capital LLC3,934$429.0K0.02%––
Wolverine Trading, LLC4,124$437.0K0.01%––
Profund Advisors LLC4,043$441.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,044$441.0K0.00%––
FDx Advisors, Inc.4,165$455.0K0.02%––
STRS Ohio4,200$458.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)4,200$459.0K0.00%––
Burney Co4,230$462.0K0.02%––
Ledyard National Bank4,275$467.0K0.05%––
Teacher Retirement System of Texas4,324$472.0K0.00%––
Vestmark Advisory Solutions, Inc.4,361$476.0K0.04%––
NewEdge Wealth, LLC4,361$476.0K0.05%––
Eaton Vance Management4,384$479.0K0.00%––
Robotti Robert4,725$516.0K0.13%––
Synovus Financial Corp4,689$520.0K0.01%––
Fuller & Thaler Asset Management, Inc.4,780$522.0K0.00%––
Guggenheim Capital LLC4,985$544.0K0.00%––
Mutual of America Capital Management LLC5,115$558.0K0.01%––
Teza Capital Management LLC5,188$566.0K0.11%––
Freestone Capital Holdings, LLC5,371$586.0K0.03%––
Sciencast Management LP5,000$586.0K0.12%––
Tower Research Capital LLC (TRC)5,389$589.0K0.01%––
Pillar Pacific Capital Management LLC5,500$600.0K0.05%––
Ergoteles LLC5,500$600.0K0.02%––
The PNC Financial Services Group, Inc.5,573$609.0K0.00%––
Two Sigma Advisers, LP5,600$611.0K0.00%––
Keybank National Association5,655$617.0K0.00%––
Amalgamated Bank5,738$626.0K0.02%––
Citigroup Inc5,955$650.0K0.00%––
Nomura Holdings Inc6,001$656.0K0.00%––
SG Americas Securities, LLC6,102$666.0K0.00%––
Public Employees Retirement Association of Colorado6,149$671.0K0.00%––
Susquehanna Fundamental Investments, LLC6,173$674.0K0.01%––
Everence Capital Management Inc6,290$687.0K0.06%––
Pathstone Family Office, LLC6,296$687.0K0.02%––
Handelsbanken Fonder AB7,037$768.0K0.00%––
Man Group plc7,159$781.0K0.00%––
Crossmark Global Holdings, Inc.7,560$825.0K0.02%––
Wakefield Asset Management LLLP7,619$832.0K0.33%––
BNP Paribas Arbitrage, SA7,955$868.4K0.00%––
Origin Asset Management LLP8,458$923.0K0.09%––
Advisor Group Holdings, Inc.8,698$950.0K0.00%––
Jane Street Group, LLC8,886$971.0K0.00%––
Eqis Capital Management, Inc.8,997$982.0K0.08%––
Panagora Asset Management Inc9,170$1.00M0.01%––
Virginia Retirement Systems Et Al9,200$1.00M0.01%––
BBVA USA Bancshares, Inc.9,479$1.03M0.05%––
Nisa Investment Advisors, LLC9,490$1.04M0.01%––
Transcend Wealth Collective, LLC9,900$1.08M0.13%––
DCM Advisors, LLC9,963$1.09M0.63%––
Metropolitan Life Insurance Co10,081$1.10M0.02%––
Squarepoint Ops LLC10,245$1.12M0.01%––
Capital Fund Management S.A.10,765$1.18M0.04%––
Green Alpha Advisors, LLC10,781$1.18M1.16%––
Teachers Retirement System of the State of Kentucky10,835$1.18M0.01%––
Brinker Capital Investments, LLC11,005$1.20M0.02%––
Sheets Smith Wealth Management11,057$1.21M0.18%––
Duality Advisers, LP11,080$1.21M0.11%––
Arizona State Retirement System11,141$1.22M0.01%––
Renaissance Group LLC11,285$1.23M0.05%––
ProShare Advisors LLC11,281$1.23M0.00%––
Globeflex Capital L P11,635$1.27M0.23%––
Raymond James Financial Services Advisors, Inc.11,664$1.27M0.00%––
Teton Advisors, Inc.12,500$1.36M0.19%––
ClariVest Asset Management LLC12,758$1.39M0.05%––
Commonwealth Equity Services, LLC13,195$1.44M0.00%––
State Board of Administration of Florida Retirement System13,541$1.48M0.00%––
Royal Bank of Canada13,675$1.49M0.00%––
MetLife Investment Management13,824$1.51M0.01%––
Stifel Financial Corp15,225$1.66M0.00%––
Stanley-Laman Group, Ltd.15,659$1.71M0.28%––
Oregon Public Employees Retirement Fund15,731$1.72M0.02%––
Dynamic Technology Lab Private Ltd15,892$1.74M0.20%––
Horizon Investment Services, LLC16,378$1.79M0.96%––
KBC Group NV16,554$1.81M0.01%––
AQR Capital Management LLC16,664$1.82M0.00%––
Three Peaks Capital Management, LLC16,870$1.84M0.58%––
Voloridge Investment Management, LLC17,065$1.86M0.01%––
Louisiana State Employees Retirement System17,400$1.90M0.05%––
Los Angeles Capital Management LLC18,063$1.97M0.01%––
Natixis Advisors, L.P.18,307$2.00M0.01%––
Clark Capital Management Group, Inc.18,925$2.07M0.03%––
Schroder Investment Management Group18,946$2.07M0.00%––
LPL Financial LLC20,440$2.23M0.00%––
State of Tennessee, Treasury Department21,061$2.30M0.01%––
Shelton Capital Management21,577$2.36M0.08%––
Susquehanna International Group, LLP21,940$2.40M0.00%––
Nicholas Investment Partners, LP24,259$2.65M0.18%––
Mackay Shields LLC24,899$2.72M0.02%––
Tudor Investment Corp Et Al24,983$2.73M0.06%––
State of New Jersey Common Pension Fund D25,153$2.75M0.01%––