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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.

Q1 2023 vs. Q4 2022

How the institutions holding Advanced Energy Industries Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of AEIS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders3062288−16
Shares37.3M28.6K37.9M+617.0K (+1.7%)
Value$3.20B$2.61M$3.67B+$469.9M (+14.7%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (20)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to AEIS in Q1 2023
InstitutionSharesValue% of portfolio
UBS Asset Management Americas Inc50,500$4.95M0.00%
Jefferies Financial Group Inc.23,040$2.26M0.05%
Allianz Asset Management GmbH7,700$754.6K0.00%
Point72 Asset Management, L.P.6,186$606.2K0.00%
CI Private Wealth, LLC5,352$524.5K0.00%
Zebra Capital Management LLC5,049$495.0K2.47%
Alps Advisors Inc3,400$333.2K0.00%
JustInvest LLC3,128$306.5K0.01%
Orion Portfolio Solutions, LLC3,105$304.3K0.00%
Axq Capital, LP2,338$229.1K0.09%
David J Yvars Group2,205$216.1K0.20%
Xponance, Inc.2,177$213.3K0.00%
Creative Planning2,149$210.6K0.00%
Mercer Global Advisors Inc2,123$208.0K0.00%
Advisor Partners II, LLC2,050$200.9K0.01%
Acadian Asset Management LLC505$49.0K0.00%
Huntington National Bank73$7.15K0.00%
HHM Wealth Advisors, LLC53$5.19K0.00%
Ameritas Advisory Services, LLC17$1.67K0.00%
Ronald Blue Trust, Inc.16$1.00K0.00%

Sold out (36)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of AEIS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Foundry Partners, LLC54,551$4.68M
Gsa Capital Partners LLP20,063$1.72M
Algert Global LLC12,646$1.08M
Alpha DNA Investment Management LLC12,627$1.08M
Graham Capital Management, L.P.12,107$1.04M
Versor Investments LP9,391$805.6K
AE Wealth Management LLC6,647$570.2K
Itau Unibanco Holding S.A.6,511$558.2K
Mach-1 Financial Group, Inc.6,507$558.2K
Westwood Holdings Group Inc.5,525$474.0K
Aquatic Capital Management LLC5,500$472.0K
MML Investors Services, LLC5,035$432.0K
Schonfeld Strategic Advisors LLC4,756$408.0K
Janney Montgomery Scott LLC3,725$320.0K
Two Sigma Investments, LP3,680$315.7K
XTX Topco Ltd3,256$279.3K
Park Avenue Securities LLC2,861$245.0K
ISAM Funds (UK) Ltd2,698$231.4K
Delphia (USA) Inc.2,363$202.7K
Edmond de Rothschild Holding S.A.1,261$108.2K
Counterpoint Mutual Funds LLC1,231$105.6K
Coppell Advisory Solutions LLC1,046$89.7K
Coppell Advisory Solutions Corp.1,046$89.7K
Sutton Wealth Advisors Inc.906$77.7K
Amundi501$43.0K
Quarry LP436$37.4K
Dark Forest Capital Management LP293$25.1K
Rockefeller Capital Management L.P.273$23.0K
BerganKDV Wealth Management, LLC150$12.9K
Comerica Securities,inc.144$12.4K
WFA of San Diego, LLC140$12.0K
Macroview Investment Management LLC130$11.2K
Hall Laurie J Trustee70$6.00K
Centerpoint Advisors, LLC32$3.00K
Gradient Investments LLC15$1.29K
Sofos Investments, Inc.86$213

Not filed for Q1 2023 yet (2)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank22,435$2.07M
Heritage Wealth Management, LLC6,209$532.6K