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.
13F holders, Q4 2022
Institutional positions in Advanced Energy Industries Inc as of Dec 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
- 306
- +33 vs. Q3 2022
- Shares held
- 37.3M
- +104.3K (+0.3%) vs. Q3 2022
- Total value
- $3.20B
- +$321.0M (+11.2%) vs. Q3 2022
- New holders
- 51
- 108 more added
- Sold out
- 18
- 110 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 683 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 1,702,552 | $146.0M | 0.01% | −50,100−2.9% | Reduced |
| Victory Capital Management Inc | 1,822,975 | $156.4M | 0.18% | −204,323−10.1% | Reduced |
| FMR LLC | 2,080,795 | $178.5M | 0.02% | +322,005+18.3% | Added |
| Ameriprise Financial Inc | 2,876,807 | $246.8M | 0.08% | −32,849−1.1% | Reduced |
| Vanguard Group Inc | 4,237,957 | $363.5M | 0.01% | +59,803+1.4% | Added |
| BlackRock Inc. | 5,872,795 | $503.8M | 0.02% | +148,732+2.6% | Added |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −47,221−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −18,354−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |