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, Q1 2024
Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2024. 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
- 311
- +22 vs. Q4 2023
- Shares held
- 39.3M
- −627.9K (−1.6%) vs. Q4 2023
- Total value
- $4.00B
- −$345.7M (−7.9%) vs. Q4 2023
- New holders
- 47
- 102 more added
- Sold out
- 25
- 122 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 725,047 | $73.9M | 0.11% | −14,264−1.9% | Reduced |
| Geode Capital Management, LLC | 843,104 | $86.0M | 0.01% | +22,407+2.7% | Added |
| Neuberger Berman Group LLC | 901,228 | $91.9M | 0.08% | −29,073−3.1% | Reduced |
| Dimensional Fund Advisors LP | 935,400 | $95.4M | 0.03% | +11,440+1.2% | Added |
| Victory Capital Management Inc | 1,086,718 | $110.8M | 0.11% | −81,174−7.0% | Reduced |
| Earnest Partners LLC | 1,482,198 | $151.2M | 0.69% | −28,364−1.9% | Reduced |
| State Street Corp | 1,732,727 | $176.7M | 0.01% | −92,156−5.0% | Reduced |
| Ameriprise Financial Inc | 2,636,316 | $268.9M | 0.07% | +146,622+5.9% | Added |
| FMR LLC | 3,845,714 | $392.2M | 0.03% | −258,013−6.3% | Reduced |
| Vanguard Group Inc | 4,543,395 | $463.3M | 0.01% | +73,028+1.6% | Added |
| BlackRock Inc. | 5,812,407 | $592.7M | 0.01% | −34,533−0.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −422,253−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,265−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| NinePointTwo Capital | – | – | – | – | Not filed |