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 |
|---|---|---|---|---|---|
| Mariner, LLC | 3,143 | $308.0K | 0.00% | +305+10.7% | Added |
| JustInvest LLC | 3,128 | $306.5K | 0.01% | +3,128 | New |
| KBC Group NV | 3,111 | $305.0K | 0.00% | −155−4.7% | Reduced |
| Brinker Capital Investments, LLC | 3,105 | $304.3K | 0.00% | −72−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,105 | $304.3K | 0.00% | +3,105 | New |
| AQR Capital Management LLC | 3,056 | $299.5K | 0.00% | +685+28.9% | Added |
| STRS Ohio | 3,000 | $294.0K | 0.00% | +300+11.1% | Added |
| Ameritas Investment Partners, Inc. | 2,946 | $288.7K | 0.01% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 2,926 | $286.7K | 0.10% | −124−4.1% | Reduced |
| Snowden Capital Advisors LLC | 2,922 | $286.4K | 0.01% | +22+0.8% | Added |
| Walleye Trading LLC | 2,906 | $284.8K | 0.01% | −5,185−64.1% | Reduced |
| Baron Wealth Management LLC | 2,877 | $281.9K | 0.20% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,872 | $281.5K | 0.04% | −203−6.6% | Reduced |
| CWM Advisors, LLC | 2,809 | $275.3K | 0.04% | −473−14.4% | Reduced |
| Veriti Management LLC | 2,758 | $270.3K | 0.03% | −49−1.7% | Reduced |
| Shell Asset Management Co | 2,602 | $255.0K | 0.01% | −9−0.3% | Reduced |
| Ifrah Financial Services, Inc. | 2,590 | $253.8K | 0.08% | −97−3.6% | Reduced |
| Point72 Middle East FZE | 2,579 | $252.7K | 0.01% | +2,241+663.0% | Added |
| Corton Capital Inc. | 2,462 | $241.3K | 0.17% | −110−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,462 | $241.3K | 0.00% | +19+0.8% | Added |
| Glenmede Trust Co NA | 2,362 | $231.5K | 0.00% | −193−7.6% | Reduced |
| Axq Capital, LP | 2,338 | $229.1K | 0.09% | +2,338 | New |
| Profund Advisors LLC | 2,210 | $216.6K | 0.01% | −152−6.4% | Reduced |
| David J Yvars Group | 2,205 | $216.1K | 0.20% | +2,205 | New |
| Xponance, Inc. | 2,177 | $213.3K | 0.00% | +2,177 | New |
| Occudo Quantitative Strategies LP | 2,167 | $212.4K | 0.02% | −1,111−33.9% | Reduced |
| Creative Planning | 2,149 | $210.6K | 0.00% | +2,149 | New |
| Mercer Global Advisors Inc | 2,123 | $208.0K | 0.00% | +2,123 | New |
| Advisor Partners II, LLC | 2,050 | $200.9K | 0.01% | +2,050 | New |
| Metropolitan Life Insurance Co | 2,019 | $197.9K | 0.01% | −296−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,908 | $186.9K | 0.00% | −151−7.3% | Reduced |
| Quadrant Capital Group LLC | 1,754 | $171.9K | 0.02% | +229+15.0% | Added |
| Eagle Bay Advisors LLC | 1,399 | $137.1K | 0.08% | −143−9.3% | Reduced |
| SG Americas Securities, LLC | 1,371 | $134.0K | 0.00% | −15,152−91.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,110 | $109.0K | 0.00% | −46−4.0% | Reduced |
| Lazard Asset Management LLC | 1,064 | $104.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,036 | $101.5K | 0.00% | −47−4.3% | Reduced |
| Credit Agricole S A | 767 | $75.2K | 0.00% | −243−24.1% | Reduced |
| State of Wyoming | 648 | $63.5K | 0.02% | +337+108.4% | Added |
| Covestor Ltd | 615 | $60.0K | 0.05% | +609+10,150.0% | Added |
| EverSource Wealth Advisors, LLC | 519 | $50.9K | 0.01% | +18+3.6% | Added |
| Tower Research Capital LLC (TRC) | 499 | $49.0K | 0.00% | +329+193.5% | Added |
| Acadian Asset Management LLC | 505 | $49.0K | 0.00% | +505 | New |
| Pinebridge Investments, L.P. | 479 | $46.9K | 0.00% | +136+39.7% | Added |
| Fifth Third Bancorp | 390 | $38.2K | 0.00% | +171+78.1% | Added |
| Umb Bank N A | 379 | $37.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 369 | $36.0K | 0.00% | +9+2.5% | Added |
| Signaturefd, LLC | 350 | $34.3K | 0.00% | −23−6.2% | Reduced |
| Ellevest, Inc. | 333 | $32.6K | 0.00% | +28+9.2% | Added |
| CWM, LLC | 328 | $32.0K | 0.00% | −90−21.5% | Reduced |
| Whittier Trust Co | 262 | $25.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 210 | $20.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 198 | $19.4K | 0.00% | −26−11.6% | Reduced |
| Riverview Trust Co | 184 | $18.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 182 | $17.8K | 0.00% | −12−6.2% | Reduced |
| GHP Investment Advisors, Inc. | 178 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 149 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 129 | $13.0K | 0.00% | +59+84.3% | Added |
| Assetmark, Inc | 110 | $10.8K | 0.00% | +16+17.0% | Added |
| Belpointe Asset Management LLC | 105 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 86 | $7.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 74 | $7.25K | 0.00% | +20+37.0% | Added |
| Huntington National Bank | 73 | $7.15K | 0.00% | +73 | New |
| Sageworth Trust Co | 55 | $5.39K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $5.19K | 0.00% | +53 | New |
| Sageworth Trust Co of South Dakota | 47 | $4.61K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $3.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $3.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $3.14K | 0.00% | +4+14.3% | Added |
| Allworth Financial LP | 31 | $3.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $2.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $2.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.25K | 0.00% | −3−11.5% | Reduced |
| BDO Wealth Advisors, LLC | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $2.00K | 0.00% | +14+116.7% | Added |
| Bell Investment Advisors, Inc | 20 | $1.96K | 0.00% | +6+42.9% | Added |
| Ameritas Advisory Services, LLC | 17 | $1.67K | 0.00% | +17 | New |
| IFP Advisors, Inc | 25 | $1.66K | 0.00% | −7−21.9% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.18K | 0.00% | +2+20.0% | Added |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Glassman Wealth Services | 8 | $784 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $686 | 0.00% | −1−12.5% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $686 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $686 | 0.00% | +1+16.7% | Added |
| Tfo-TDC, LLC | 1 | $98 | 0.00% | −120−99.2% | Reduced |
| Hexagon Capital Partners LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −54,551−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,063−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,646−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −12,627−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,391−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,647−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −6,511−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |