Advanced Energy Industries Inc

AEIS

Exchange: Nasdaq
Industry: Electronic Components, NEC
SEC CIK: 0000927003

SEC filings (opens in a new tab)

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 2024 vs. Q1 2024

How the institutions holding Advanced Energy Industries Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of AEIS: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	311	2	306	−3
Shares	39.3M	53.7K	39.8M	+617.6K (+1.6%)
Value	$4.00B	$5.49M	$4.33B	+$333.3M (+8.3%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to AEIS in Q2 2024
Institution	Shares	Value	% of portfolio
GW&K Investment Management, LLC	236,021	$25.7M	0.23%
Great Lakes Advisors, LLC	63,191	$6.87M	0.06%
Roubaix Capital, LLC	25,824	$2.81M	1.77%
Corebridge Financial, Inc.	21,711	$2.36M	0.01%
Telemark Asset Management, LLC	20,000	$2.18M	0.20%
Mirae Asset Global ETFs Holdings Ltd.	19,524	$2.12M	0.01%
Susquehanna Fundamental Investments, LLC	19,108	$2.08M	0.05%
Avantax Advisory Services, Inc.	18,154	$1.97M	0.01%
Holocene Advisors, LP	17,821	$1.94M	0.01%
Dean Investment Associates, LLC	16,026	$1.74M	0.25%
Point72 Asset Management, L.P.	12,100	$1.32M	0.00%
Credit Agricole S A	11,000	$1.20M	0.01%
PEAK6 Investments LLC	9,235	$1.00M	0.05%
PDT Partners, LLC	8,454	$919.5K	0.09%
Squarepoint Ops LLC	6,328	$688.2K	0.00%
Legato Capital Management LLC	5,913	$643.1K	0.09%
Dean Capital Management	5,913	$643.1K	0.83%
Amundi	5,827	$623.2K	0.00%
Walleye Capital LLC	2,832	$308.0K	0.00%
Quantinno Capital Management LP	2,632	$286.3K	0.01%
Commerce Bank	2,482	$269.9K	0.00%
Clearstead Advisors, LLC	2,218	$241.2K	0.00%
CAPROCK Group, Inc.	2,162	$235.1K	0.01%
Sanctuary Advisors, LLC	2,301	$220.8K	0.00%
Evergreen Capital Management LLC	2,021	$219.8K	0.01%
Wiley Bros.-Aintree Capital, LLC	1,914	$208.1K	0.01%
Heritage Family Offices, LLP	1,883	$204.7K	0.11%
Innealta Capital, LLC	1,002	$109.0K	0.04%
nVerses Capital, LLC	1,000	$108.8K	0.06%
Canada Pension Plan Investment Board	800	$87.0K	0.00%
Manchester Capital Management LLC	330	$35.9K	0.00%
Family Firm, Inc.	142	$15.5K	0.00%
WFA of San Diego, LLC	140	$15.2K	0.01%
Ashton Thomas Private Wealth, LLC	104	$11.3K	0.00%
Ronald Blue Trust, Inc.	36	$3.67K	0.00%
Benjamin F. Edwards & Company, Inc.	27	$3.00K	0.00%
Harbour Investments, Inc.	18	$1.96K	0.00%
SRS Capital Advisors, Inc.	17	$1.85K	0.00%
Continuum Advisory, LLC	6	$653	0.00%
Allspring Global Investments Holdings, LLC	5	$543	0.00%
Larson Financial Group LLC	1	$109	0.00%
TFC Financial Management	1	$109	0.00%
Avion Wealth	5	$0	0.00%

Sold out (46)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of AEIS in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Edgestream Partners, L.P.	62,380	$6.36M
Millennium Management LLC	58,748	$5.99M
HRT Financial LP	35,778	$3.65M
Texas Permanent School Fund	32,628	$3.33M
British Columbia Investment Management Corp	31,500	$3.21M
American International Group, Inc.	20,282	$2.07M
Mirae Asset Global Investments Co., Ltd.	16,331	$1.53M
Raymond James Financial Services Advisors, Inc.	14,566	$1.49M
Semanteon Capital Management, LP	12,740	$1.30M
Capital Fund Management S.A.	12,634	$1.29M
Capstone Investment Advisors, LLC	11,736	$1.20M
Qube Research & Technologies Ltd	11,500	$1.17M
Twinbeech Capital LP	11,139	$1.14M
Two Sigma Investments, LP	10,628	$1.08M
Quantbot Technologies LP	9,833	$1.00M
Trexquant Investment LP	8,067	$822.7K
Gsa Capital Partners LLP	7,835	$799.0K
Jefferies Financial Group Inc.	7,609	$776.0K
MQS Management LLC	5,629	$574.0K
Mirabella Financial Services LLP	5,220	$532.3K
Needham Investment Management LLC	5,000	$509.9K
FORA Capital, LLC	4,973	$507.1K
Cim, LLC	4,507	$459.6K
AXA S.A.	4,064	$414.4K
New York Life Investment Management LLC	3,616	$368.8K
Janney Montgomery Scott LLC	3,497	$357.0K
Campbell & CO Investment Adviser LLC	3,284	$334.9K
AlphaMark Advisors, LLC	2,796	$285.0K
Fox Run Management, L.L.C.	2,628	$268.0K
GWM Advisors LLC	2,569	$262.0K
Engineers Gate Manager LP	2,465	$251.4K
Sherbrooke Park Advisers LLC	2,048	$208.9K
Ellevest, Inc.	2,038	$207.8K
National Asset Management, Inc.	2,014	$207.7K
Metropolitan Life Insurance Co	1,978	$201.7K
Danske Bank A/S	1,100	$112.2K
DekaBank Deutsche Girozentrale	830	$84.0K
Fernwood Investment Management, LLC	122	$12.4K
Elequin Capital LP	75	$7.65K
HHM Wealth Advisors, LLC	53	$5.41K
Concord Wealth Partners	30	$3.06K
Mather Group, LLC.	24	$2.61K
Geneos Wealth Management Inc.	11	$1.12K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8	$815
Tfo-TDC, LLC	1	$102
Sofos Investments, Inc.	1	$57

Not filed for Q2 2024 yet (2)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	51,883	$5.29M
Shell Asset Management Co	1,782	$194.0K