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, Q4 2023
Institutional positions in Advanced Energy Industries Inc as of Dec 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
- 291
- 0 vs. Q3 2023
- Shares held
- 40.0M
- +1.49M (+3.9%) vs. Q3 2023
- Total value
- $4.36B
- +$389.7M (+9.8%) vs. Q3 2023
- New holders
- 30
- 105 more added
- Sold out
- 30
- 116 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| III Capital Management | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −8,448−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −7,139−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |