Skip to main content

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 2022

Institutional positions in Advanced Energy Industries Inc as of Jun 30, 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
261
0 vs. Q1 2022
Shares held
37.0M
−121.8K (−0.3%) vs. Q1 2022
Total value
$2.70B
−$493.7M (−15.4%) vs. Q1 2022
New holders
24
98 more added
Sold out
24
103 more reduced

8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 261 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: 682 institutions
Value heldQ2 2022: $2.70B
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 2026682$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, Q2 2022

Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q1 2022.

Institutions holding AEIS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Connable Office Inc4,251$310.0K0.05%+37+0.9%Added
Eaton Vance Management4,290$313.0K0.00%−1,214−22.1%Reduced
Dean Capital Management4,338$317.0K0.28%−525−10.8%Reduced
Northwestern Mutual Wealth Management Co4,517$330.0K0.00%+21+0.5%Added
Robotti Robert4,725$345.0K0.08%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.4,772$348.0K0.00%−530−10.0%Reduced
Nisa Investment Advisors, LLC4,768$348.0K0.00%−440−8.4%Reduced
Bokf, NA4,784$349.0K0.01%+4,784New
Ledyard National Bank4,873$356.0K0.04%−500−9.3%Reduced
Freestone Capital Holdings, LLC5,090$371.0K0.01%−93−1.8%Reduced
Gsa Capital Partners LLP5,245$383.0K0.06%+5,245New
ProShare Advisors LLC5,299$387.0K0.00%−3,094−36.9%Reduced
New York Life Investment Management LLC5,418$395.0K0.00%+5,418New
Verition Fund Management LLC5,505$402.0K0.01%+5,505New
Man Group plc–$404.0K0.00%––
Truist Financial Corp5,638$412.0K0.00%+893+18.8%Added
Keybank National Association5,850$427.0K0.00%+590+11.2%Added
Teacher Retirement System of Texas5,910$431.0K0.00%−1,811−23.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,022$439.0K0.00%−196−3.2%Reduced
Baird Financial Group, Inc.6,086$444.0K0.00%+115+1.9%Added
Public Employees Retirement Association of Colorado6,149$449.0K0.00%00.0%Unchanged
Janus Henderson Group PLC6,204$452.0K0.00%−13−0.2%Reduced
Everence Capital Management Inc6,290$459.0K0.04%00.0%Unchanged
Mutual of America Capital Management LLC6,308$460.0K0.01%+880+16.2%Added
MQS Management LLC6,366$465.0K0.32%+6,366New
Sheets Smith Wealth Management6,911$504.0K0.08%+10.0%Added
Pathstone Family Office, LLC7,430$542.2K0.01%+160+2.2%Added
Handelsbanken Fonder AB7,637$557.0K0.00%00.0%Unchanged
First National Bank of Omaha7,665$559.0K0.03%+1,500+24.3%Added
Holocene Advisors, LP8,116$592.0K0.00%−17,295−68.1%Reduced
Stifel Financial Corp8,467$618.0K0.00%−2,375−21.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.8,981$655.0K0.01%+1,286+16.7%Added
NorthCrest Asset Manangement, LLC9,200$671.0K0.03%00.0%Unchanged
Susquehanna International Group, LLP9,358$683.0K0.00%+712+8.2%Added
Vontobel Holding Ltd.9,966$727.0K0.01%−540−5.1%Reduced
Transcend Wealth Collective, LLC10,134$740.0K0.08%00.0%Unchanged
Arizona State Retirement System10,208$745.0K0.01%+25+0.2%Added
Commonwealth Equity Services, LLC10,464$763.0K0.00%+929+9.7%Added
HRT Financial LP10,749$784.0K0.01%+10,749New
HSBC Holdings PLC10,667$790.0K0.00%−554−4.9%Reduced
BNP Paribas Arbitrage, SA11,031$805.0K0.00%+476+4.5%Added
Advisor Group Holdings, Inc.11,151$814.0K0.00%+925+9.0%Added
Mirae Asset Global Investments Co., Ltd.11,154$814.0K0.00%+11,154New
DuPont Capital Management Corp11,445$835.0K0.04%00.0%Unchanged
Barclays PLC11,697$854.0K0.00%−18,954−61.8%Reduced
The PNC Financial Services Group, Inc.11,874$867.0K0.00%−182−1.5%Reduced
Ensign Peak Advisors, Inc12,101$883.0K0.00%00.0%Unchanged
Jane Street Group, LLC12,119$884.0K0.00%+9,715+404.1%Added
Oregon Public Employees Retirement Fund12,251$894.0K0.01%−1,900−13.4%Reduced
Bank of Montreal11,968$898.0K0.00%−6,271−34.4%Reduced
Lord, Abbett & Co. LLC12,635$922.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.13,171$961.0K0.00%−49−0.4%Reduced
State Board of Administration of Florida Retirement System14,147$1.03M0.00%00.0%Unchanged
Keeley-Teton Advisors, LLC14,300$1.04M0.13%00.0%Unchanged
Raymond James & Associates14,955$1.09M0.00%+69+0.5%Added
Maryland State Retirement & Pension System15,220$1.11M0.04%+114+0.8%Added
Qube Research & Technologies Ltd15,331$1.12M0.01%+15,331New
Squarepoint Ops LLC15,660$1.14M0.01%−1,865−10.6%Reduced
Balyasny Asset Management LLC17,239$1.26M0.01%+3,822+28.5%Added
Amalgamated Bank18,067$1.32M0.01%−514−2.8%Reduced
Citigroup Inc18,834$1.38M0.00%−15,110−44.5%Reduced
MetLife Investment Management19,994$1.46M0.01%00.0%Unchanged
Dean Investment Associates, LLC20,053$1.46M0.29%−1,723−7.9%Reduced
Louisiana State Employees Retirement System18,200$1.47M0.04%−100−0.5%Reduced
American International Group, Inc.20,359$1.49M0.01%−1,254−5.8%Reduced
Graham Capital Management, L.P.20,505$1.50M0.07%+14,174+223.9%Added
Shelton Capital Management21,372$1.56M0.07%00.0%Unchanged
SG Americas Securities, LLC21,627$1.58M0.02%+8,521+65.0%Added
M&T Bank Corp21,765$1.59M0.01%−201−0.9%Reduced
Millennium Management LLC21,940$1.60M0.00%+15,885+262.3%Added
LPL Financial LLC23,761$1.73M0.00%+874+3.8%Added
Cambiar Investors LLC24,022$1.75M0.08%−4,886−16.9%Reduced
State of Tennessee, Treasury Department25,579$1.87M0.01%−1,746−6.4%Reduced
Texas Permanent School Fund27,160$1.98M0.03%+454+1.7%Added
State of Alaska, Department of Revenue28,407$2.07M0.03%+2,135+8.1%Added
Marshall Wace, LLP29,103$2.12M0.00%+29,103New
Voya Investment Management LLC29,396$2.15M0.01%−369−1.2%Reduced
Manufacturers Life Insurance Company, The30,153$2.20M0.00%−1,168−3.7%Reduced
Yousif Capital Management, LLC31,301$2.28M0.03%−3,670−10.5%Reduced
State of New Jersey Common Pension Fund D31,350$2.29M0.01%00.0%Unchanged
UBS Group AG31,708$2.31M0.00%−18,153−36.4%Reduced
Credit Suisse AG32,135$2.35M0.00%−3,262−9.2%Reduced
Oppenheimer Asset Management Inc.33,699$2.46M0.04%−1,006−2.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys34,239$2.50M0.03%+1,764+5.4%Added
Federated Hermes, Inc.34,507$2.52M0.01%−450−1.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund35,304$2.58M0.01%+6,574+22.9%Added
Comerica Bank32,313$2.61M0.02%−421−1.3%Reduced
Green Alpha Advisors, LLC36,000$2.63M0.60%+18,003+100.0%Added
Great West Life Assurance Co37,101$2.70M0.01%+4,420+13.5%Added
Oak Associates, Ltd37,155$2.71M0.21%00.0%Unchanged
Prudential Financial Inc40,178$2.92M0.00%−1,001−2.4%Reduced
Foundry Partners, LLC45,740$3.34M0.20%+624+1.4%Added
California State Teachers Retirement System48,214$3.52M0.01%−526−1.1%Reduced
First Eagle Investment Management, LLC50,538$3.69M0.01%+20,913+70.6%Added
UBS Asset Management Americas Inc54,951$4.01M0.00%+2,441+4.6%Added
State of Wisconsin Investment Board55,518$4.05M0.01%+4,768+9.4%Added
D. E. Shaw & Co., Inc.58,530$4.27M0.01%−5,910−9.2%Reduced
Alliancebernstein L.P.60,967$4.45M0.00%+609+1.0%Added
Needham Investment Management LLC62,200$4.54M0.85%−17,800−22.3%Reduced
Guggenheim Capital LLC63,264$4.62M0.04%+392+0.6%Added