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; 682 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, Q3 2023
Institutional positions in Advanced Energy Industries Inc as of Sep 30, 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
- 296
- +7 vs. Q2 2023
- Shares held
- 38.5M
- +571.2K (+1.5%) vs. Q2 2023
- Total value
- $3.97B
- −$239.9M (−5.7%) vs. Q2 2023
- New holders
- 40
- 119 more added
- Sold out
- 33
- 105 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 | 682 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −17,694−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,743−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,173−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,093−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,675−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |