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, Q1 2023
Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2023. 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
- 288
- −16 vs. Q4 2022
- Shares held
- 37.9M
- +617.0K (+1.7%) vs. Q4 2022
- Total value
- $3.67B
- +$469.9M (+14.7%) vs. Q4 2022
- New holders
- 20
- 111 more added
- Sold out
- 36
- 115 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |