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; 682 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, Q2 2021
Institutional positions in Advanced Energy Industries Inc as of Jun 30, 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
- 278
- −19 vs. Q1 2021
- Shares held
- 37.4M
- +602.4K (+1.6%) vs. Q1 2021
- Total value
- $4.22B
- +$196.9M (+4.9%) vs. Q1 2021
- New holders
- 34
- 110 more added
- Sold out
- 53
- 97 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 682 | $15.0B |
| Q1 2026 | 580 | $13.2B |
| Q4 2025 | 465 | $8.61B |
| Q3 2025 | 401 | $6.81B |
| Q2 2025 | 372 | $5.28B |
| Q1 2025 | 355 | $3.83B |
| Q4 2024 | 319 | $4.73B |
| Q3 2024 | 316 | $4.18B |
| Q2 2024 | 306 | $4.33B |
| Q1 2024 | 311 | $4.00B |
| Q4 2023 | 291 | $4.36B |
| Q3 2023 | 296 | $3.97B |
| Q2 2023 | 291 | $4.21B |
| Q1 2023 | 288 | $3.67B |
| Q4 2022 | 306 | $3.20B |
| Q3 2022 | 275 | $2.88B |
| Q2 2022 | 261 | $2.70B |
| Q1 2022 | 269 | $3.22B |
| Q4 2021 | 271 | $3.34B |
| Q3 2021 | 258 | $3.23B |
| Q2 2021 | 278 | $4.22B |
| Q1 2021 | 299 | $4.02B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,972−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,849−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Pillar Pacific Capital Management LLC | – | – | – | – | Not filed |