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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.

Q2 2023 vs. Q1 2023

How the institutions holding Advanced Energy Industries Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of AEIS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2881291+4
Shares37.9M5.05K37.9M+44.2K (+0.1%)
Value$3.67B$495.0K$4.21B+$544.9M (+14.9%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to AEIS in Q2 2023
InstitutionSharesValue% of portfolio
Segall Bryant & Hamill, LLC29,717$3.31M0.03%
Retireful, LLC19,618$2.19M0.83%
Lisanti Capital Growth, LLC19,385$2.16M0.30%
Graham Capital Management, L.P.16,743$1.87M0.06%
Seizert Capital Partners, LLC16,140$1.80M0.10%
MML Investors Services, LLC5,390$601.0K0.00%
Westwood Holdings Group Inc.5,320$593.0K0.01%
Schonfeld Strategic Advisors LLC5,309$591.7K0.01%
Sciencast Management LP5,130$558.9K0.45%
Van Eck Associates Corp4,999$557.0K0.00%
Verition Fund Management LLC3,693$411.6K0.01%
Janney Montgomery Scott LLC3,291$367.0K0.00%
TD Asset Management Inc3,200$356.6K0.00%
Simplex Trading, LLC2,970$331.0K0.01%
National Asset Management, Inc.2,668$297.4K0.01%
Eqis Capital Management, Inc.2,583$287.9K0.03%
Gsa Capital Partners LLP2,292$255.0K0.03%
XTX Topco Ltd2,191$244.2K0.04%
Ethic Inc.2,186$243.6K0.01%
Daymark Wealth Partners, LLC2,167$241.5K0.02%
First Bank & Trust2,013$224.3K0.06%
Inceptionr LLC1,986$221.3K0.12%
Peapack Gladstone Financial Corp1,823$203.0K0.00%
Group One Trading, L.P.878$97.9K0.00%
Harel Insurance Investments & Financial Services Ltd.410$45.0K0.00%
Archer Investment Corp150$16.7K0.01%
WFA of San Diego, LLC140$15.6K0.02%
GoalVest Advisory LLC59$6.58K0.00%
25 LLC11$1.30K0.00%
Abound Wealth Management4$4460.00%
Sofos Investments, Inc.111$2760.00%
Comerica Bank128,350$10.00%

Sold out (28)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (1)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Zebra Capital Management LLC5,049$495.0K