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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.

Q3 2021 vs. Q2 2021

How the institutions holding Advanced Energy Industries Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of AEIS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2785258−15
Shares37.4M30.8K36.8M−562.4K (−1.5%)
Value$4.22B$3.47M$3.23B−$981.3M (−23.3%)

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to AEIS in Q3 2021
InstitutionSharesValue% of portfolio
Vaughan Nelson Investment Management, L.P.276,485$24.3M0.25%
Needham Investment Management LLC50,000$4.39M0.59%
Voloridge Investment Management, LLC34,271$3.01M0.02%
William Blair Investment Management, LLC30,130$2.64M0.01%
Holocene Advisors, LP18,661$1.64M0.01%
Maryland State Retirement & Pension System15,099$1.37M0.04%
Balyasny Asset Management LLC13,448$1.18M0.01%
HRT Financial LP8,709$764.0K0.00%
Quantbot Technologies LP5,861$514.0K0.04%
Black Swift Group, LLC5,500$483.0K0.22%
Yorktown Management & Research Co Inc4,600$404.0K0.30%
Occudo Quantitative Strategies LP4,214$370.0K0.04%
Janus Henderson Group PLC3,866$340.0K0.00%
Engineers Gate Manager LP3,817$335.0K0.02%
Freemont Management S.A.2,688$236.0K0.03%
Pictet Asset Management SA2,600$228.0K0.00%
Vident Investment Advisory, LLC2,458$216.0K0.01%
Angeles Investment Advisors, LLC2,424$213.0K0.01%
Walleye Trading LLC1,503$132.0K0.00%
State of Wyoming950$83.0K0.05%
Arkadios Wealth Advisors623$54.0K0.01%
Whittier Trust Co262$23.0K0.00%
Kowal Investment Group, LLC38$3.00K0.00%
Benjamin Edwards Inc16$1.00K0.00%
Newbridge Financial Services Group, Inc.14$1.00K0.00%

Sold out (40)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (5)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Investment Counselors of Maryland LLC28,195$3.18M
Pictet Asset Management Ltd2,600$293.0K
CWM, LLC15$2.00K
PNC Managed Account Solutions, Inc.10$1.00K
First Horizon Corp5$0