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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.

Q4 2022 vs. Q3 2022

How the institutions holding Advanced Energy Industries Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of AEIS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2752306+33
Shares37.2M4.66K37.3M+104.3K (+0.3%)
Value$2.88B$360.0K$3.20B+$321.0M (+11.2%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to AEIS in Q4 2022
InstitutionSharesValue% of portfolio
Compass Wealth Management LLC69,122$5.93M1.94%
Arrowstreet Capital, Limited Partnership68,346$5.86M0.01%
Renaissance Technologies LLC68,222$5.85M0.01%
Capital Fund Management S.A.39,565$3.39M0.07%
Trexquant Investment LP24,143$2.07M0.06%
ExodusPoint Capital Management, LP19,402$1.66M0.03%
Marshall Wace, LLP15,862$1.36M0.00%
Assenagon Asset Management S.A.14,357$1.23M0.01%
Algert Global LLC12,646$1.08M0.06%
Arete Wealth Advisors, LLC17,944$932.9K0.08%
Versor Investments LP9,391$805.6K0.07%
Janus Henderson Group PLC7,492$642.4K0.00%
Itau Unibanco Holding S.A.6,511$558.2K0.02%
Mach-1 Financial Group, Inc.6,507$558.2K0.26%
Captrust Financial Advisors5,954$510.7K0.00%
Ergoteles LLC5,245$449.9K0.02%
Engineers Gate Manager LP4,751$407.5K0.02%
Jump Financial, LLC4,400$377.4K0.02%
Two Sigma Advisers, LP4,300$368.9K0.00%
Mackenzie Financial Corp3,478$298.3K0.00%
Calamos Advisors LLC3,452$296.1K0.00%
Legato Capital Management LLC3,310$283.9K0.05%
Dean Capital Management3,310$283.9K0.38%
XTX Topco Ltd3,256$279.3K0.06%
Pearl River Capital, LLC3,075$263.8K0.04%
Baron Wealth Management LLC2,877$246.8K0.19%
Park Avenue Securities LLC2,861$245.0K0.00%
ISAM Funds (UK) Ltd2,698$231.4K0.69%
Corton Capital Inc.2,572$220.6K0.18%
O'Shaughnessy Asset Management, LLC2,443$209.6K0.00%
AQR Capital Management LLC2,371$203.4K0.00%
Vident Investment Advisory, LLC2,363$202.7K0.01%
Delphia (USA) Inc.2,363$202.7K0.23%
Bank Julius Baer & Co. Ltd, Zurich1,156$99.0K0.00%
Coppell Advisory Solutions LLC1,046$89.7K0.03%
Coppell Advisory Solutions Corp.1,046$89.7K0.03%
Quarry LP436$37.4K0.04%
Point72 Middle East FZE338$29.0K0.00%
Dark Forest Capital Management LP293$25.1K0.01%
Proequities, Inc.194$16.6K0.00%
GHP Investment Advisors, Inc.178$15.3K0.00%
BerganKDV Wealth Management, LLC150$12.9K0.00%
Comerica Securities,inc.144$12.4K0.00%
WFA of San Diego, LLC140$12.0K0.01%
Belpointe Asset Management LLC105$9.01K0.00%
Tfo-TDC, LLC121$4.60K0.00%
Concord Wealth Partners30$2.57K0.00%
Gradient Investments LLC15$1.29K0.00%
Steward Financial Group LLC12$1.00K0.00%
AdvisorNet Financial, Inc8$6860.00%
Sofos Investments, Inc.86$2130.00%

Sold out (18)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (2)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management4,330$335.0K
Wipfli Financial Advisors LLC,328$25.0K