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, Q1 2022
Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2022. 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
- 269
- +1 vs. Q4 2021
- Shares held
- 37.4M
- +691.4K (+1.9%) vs. Q4 2021
- Total value
- $3.22B
- −$123.7M (−3.7%) vs. Q4 2021
- New holders
- 30
- 109 more added
- Sold out
- 29
- 97 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,649,921 | $486.3M | 0.01% | +40,829+0.7% | Added |
| Vanguard Group Inc | 4,153,425 | $357.5M | 0.01% | +4,974+0.1% | Added |
| Ameriprise Financial Inc | 2,931,972 | $252.4M | 0.07% | −85,204−2.8% | Reduced |
| Victory Capital Management Inc | 2,123,301 | $182.7M | 0.18% | +118,793+5.9% | Added |
| State Street Corp | 1,855,952 | $159.8M | 0.01% | +8,883+0.5% | Added |
| FMR LLC | 1,694,739 | $145.9M | 0.01% | +383,766+29.3% | Added |
| Earnest Partners LLC | 1,469,311 | $126.5M | 0.75% | −43,454−2.9% | Reduced |
| Neuberger Berman Group LLC | 944,202 | $81.3M | 0.07% | +944,202 | New |
| Dimensional Fund Advisors LP | 837,470 | $72.1M | 0.02% | −6,338−0.8% | Reduced |
| Massachusetts Financial Services Co | 826,727 | $71.2M | 0.02% | +21,955+2.7% | Added |
| Loomis Sayles & Co L P | 805,499 | $69.3M | 0.09% | −2,780−0.3% | Reduced |
| Geode Capital Management, LLC | 674,640 | $58.1M | 0.01% | +22,617+3.5% | Added |
| Aristotle Capital Boston, LLC | 660,571 | $56.9M | 1.44% | −11,579−1.7% | Reduced |
| Principal Financial Group Inc | 528,946 | $45.5M | 0.03% | −8,393−1.6% | Reduced |
| Price T Rowe Associates Inc | 489,273 | $42.1M | 0.00% | −5,317−1.1% | Reduced |
| Bamco Inc | 458,048 | $39.4M | 0.10% | −38,000−7.7% | Reduced |
| Invesco Ltd. | 440,170 | $37.9M | 0.01% | −10,237−2.3% | Reduced |
| Northern Trust Corp | 425,795 | $36.7M | 0.01% | −19,367−4.4% | Reduced |
| Snyder Capital Management L P | 413,987 | $35.6M | 0.91% | −8,913−2.1% | Reduced |
| Bank of New York Mellon Corp | 395,624 | $34.1M | 0.01% | +7,996+2.1% | Added |
| First Trust Advisors LP | 387,357 | $33.3M | 0.03% | −74,280−16.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 376,853 | $32.4M | 1.04% | +1,615+0.4% | Added |
| Bank of America Corp | 370,861 | $31.9M | 0.00% | +172,241+86.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 347,305 | $29.9M | 0.34% | −10,990−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 337,825 | $29.1M | 0.01% | +6,639+2.0% | Added |
| William Blair Investment Management, LLC | 332,541 | $28.6M | 0.09% | −3,959−1.2% | Reduced |
| Norges Bank | 301,712 | $26.0M | 0.01% | −24,960−7.6% | Reduced |
| American Century Companies Inc | 300,371 | $25.9M | 0.02% | −42,344−12.4% | Reduced |
| Thrivent Financial for Lutherans | 298,201 | $25.7M | 0.05% | +100.0% | Added |
| Capital International Investors | 261,162 | $22.5M | 0.01% | −519,349−66.5% | Reduced |
| New York State Common Retirement Fund | 249,046 | $21.4M | 0.02% | +5,637+2.3% | Added |
| Wells Fargo & Company | 220,200 | $19.0M | 0.01% | +79,121+56.1% | Added |
| Royce & Associates LP | 209,988 | $18.1M | 0.15% | +6,961+3.4% | Added |
| Pinnacle Associates Ltd | 205,830 | $17.7M | 0.31% | −11,332−5.2% | Reduced |
| Clearbridge Investments, LLC | 166,031 | $14.3M | 0.01% | +665+0.4% | Added |
| Morgan Stanley | 160,076 | $13.8M | 0.00% | −22,057−12.1% | Reduced |
| Fisher Asset Management, LLC | 158,170 | $13.6M | 0.01% | −80−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 150,718 | $13.0M | 0.08% | +20,400+15.7% | Added |
| Goldman Sachs Group Inc | 147,669 | $12.7M | 0.00% | −50,906−25.6% | Reduced |
| British Columbia Investment Management Corp | 146,000 | $12.6M | 0.08% | +25,000+20.7% | Added |
| SEI Investments Co | 139,832 | $12.0M | 0.02% | +3,094+2.3% | Added |
| Parametric Portfolio Associates LLC | 138,193 | $11.9M | 0.01% | +15,105+12.3% | Added |
| FIL Ltd | 129,675 | $11.2M | 0.01% | −1,103−0.8% | Reduced |
| Tributary Capital Management, LLC | 129,426 | $11.1M | 0.88% | +129,426 | New |
| Nuveen Asset Management, LLC | 123,641 | $11.0M | 0.00% | −191,285−60.7% | Reduced |
| Heartland Advisors Inc | 115,000 | $9.90M | 0.61% | +4,825+4.4% | Added |
| Artemis Investment Management LLP | 113,560 | $9.76M | 0.08% | −9,580−7.8% | Reduced |
| Legal & General Group Plc | 111,519 | $9.60M | 0.00% | +2,938+2.7% | Added |
| Rhumbline Advisers | 99,991 | $8.61M | 0.01% | +6,103+6.5% | Added |
| JPMorgan Chase & Co | 98,047 | $8.44M | 0.00% | −18,823−16.1% | Reduced |
| AXA S.A. | 94,349 | $8.12M | 0.02% | −1,611−1.7% | Reduced |
| Scout Investments, Inc. | 93,655 | $8.06M | 0.13% | −123−0.1% | Reduced |
| Envestnet Asset Management Inc | 89,765 | $7.73M | 0.00% | +39,243+77.7% | Added |
| Swiss National Bank | 89,000 | $7.66M | 0.00% | +4,500+5.3% | Added |
| California Public Employees Retirement System | 88,627 | $7.63M | 0.01% | 00.0% | Unchanged |
| Smith, Graham & Co., Investment Advisors, LP | 86,490 | $7.45M | 0.77% | −585−0.7% | Reduced |
| Deutsche Bank AG | 80,970 | $6.97M | 0.00% | −2,231−2.7% | Reduced |
| Needham Investment Management LLC | 80,000 | $6.89M | 1.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 79,910 | $6.88M | 0.87% | +43,703+120.7% | Added |
| New York State Teachers Retirement System | 71,388 | $6.14M | 0.01% | −200−0.3% | Reduced |
| Public Sector Pension Investment Board | 70,313 | $6.05M | 0.04% | −6,410−8.4% | Reduced |
| Fiera Capital Corp | 66,550 | $5.73M | 0.01% | −1,963−2.9% | Reduced |
| Natixis Advisors, L.P. | 65,901 | $5.67M | 0.02% | +1,469+2.3% | Added |
| D. E. Shaw & Co., Inc. | 64,440 | $5.55M | 0.01% | +5,140+8.7% | Added |
| RE Advisers Corp | 63,782 | $5.49M | 0.13% | +87+0.1% | Added |
| Guggenheim Capital LLC | 62,872 | $5.41M | 0.03% | +535+0.9% | Added |
| Alliancebernstein L.P. | 60,358 | $5.20M | 0.00% | +272+0.5% | Added |
| UBS Asset Management Americas Inc | 52,510 | $4.52M | 0.00% | +3,415+7.0% | Added |
| State of Wisconsin Investment Board | 50,750 | $4.37M | 0.01% | +4,500+9.7% | Added |
| UBS Group AG | 49,861 | $4.29M | 0.00% | −4,912−9.0% | Reduced |
| California State Teachers Retirement System | 48,740 | $4.20M | 0.01% | −4,238−8.0% | Reduced |
| Renaissance Technologies LLC | 47,422 | $4.08M | 0.00% | +10,200+27.4% | Added |
| Foundry Partners, LLC | 45,116 | $3.88M | 0.20% | −98,552−68.6% | Reduced |
| Prudential Financial Inc | 41,179 | $3.54M | 0.00% | −151−0.4% | Reduced |
| Oak Associates, Ltd | 37,155 | $3.20M | 0.20% | +1,353+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 36,352 | $3.13M | 0.06% | +30,659+538.5% | Added |
| Credit Suisse AG | 35,397 | $3.05M | 0.00% | +5,116+16.9% | Added |
| Yousif Capital Management, LLC | 34,971 | $3.01M | 0.03% | +218+0.6% | Added |
| Federated Hermes, Inc. | 34,957 | $3.01M | 0.01% | −683−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 34,705 | $2.99M | 0.04% | +78+0.2% | Added |
| Citigroup Inc | 33,944 | $2.92M | 0.00% | +2,519+8.0% | Added |
| Great West Life Assurance Co | 32,681 | $2.88M | 0.01% | −110.0% | Reduced |
| Citadel Advisors LLC | 33,029 | $2.84M | 0.00% | +21,515+186.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,475 | $2.79M | 0.03% | +4,004+14.1% | Added |
| State of New Jersey Common Pension Fund D | 31,350 | $2.70M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,321 | $2.70M | 0.00% | −7,390−19.1% | Reduced |
| Barclays PLC | 30,651 | $2.64M | 0.00% | −20,078−39.6% | Reduced |
| Comerica Bank | 32,734 | $2.62M | 0.02% | +336+1.0% | Added |
| Voya Investment Management LLC | 29,765 | $2.56M | 0.01% | +159+0.5% | Added |
| First Eagle Investment Management, LLC | 29,625 | $2.55M | 0.01% | +17,491+144.1% | Added |
| Cambiar Investors LLC | 28,908 | $2.49M | 0.09% | +1,040+3.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,730 | $2.47M | 0.01% | −1,705−5.6% | Reduced |
| State of Tennessee, Treasury Department | 27,325 | $2.35M | 0.01% | +6,770+32.9% | Added |
| Texas Permanent School Fund | 26,706 | $2.30M | 0.03% | −572−2.1% | Reduced |
| State of Alaska, Department of Revenue | 26,272 | $2.26M | 0.02% | −400−1.5% | Reduced |
| Holocene Advisors, LP | 25,411 | $2.19M | 0.01% | −6,574−20.6% | Reduced |
| LPL Financial LLC | 22,887 | $1.97M | 0.00% | +903+4.1% | Added |
| M&T Bank Corp | 21,966 | $1.89M | 0.01% | +9,491+76.1% | Added |
| Dean Investment Associates, LLC | 21,776 | $1.87M | 0.34% | +1,455+7.2% | Added |
| American International Group, Inc. | 21,613 | $1.86M | 0.01% | −1,327−5.8% | Reduced |