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 2024
Institutional positions in Advanced Energy Industries Inc as of Dec 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
- 319
- +7 vs. Q3 2024
- Shares held
- 40.9M
- +1.30M (+3.3%) vs. Q3 2024
- Total value
- $4.73B
- +$561.6M (+13.5%) vs. Q3 2024
- New holders
- 45
- 124 more added
- Sold out
- 38
- 107 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 8 | $0 | 0.00% | −3,886−99.8% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $116 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $231 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $347 | 0.00% | −1−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $694 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $810 | 0.00% | −1−12.5% | Reduced |
| Hexagon Capital Partners LLC | 10 | $1.16K | 0.00% | +10 | New |
| Montag A & Associates Inc | 13 | $1.47K | 0.00% | +1+8.3% | Added |
| UMA Financial Services, Inc. | 13 | $1.50K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $2.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $2.31K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 21 | $2.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 23 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $2.77K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 26 | $3.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 28 | $3.24K | 0.00% | −9−24.3% | Reduced |
| Truvestments Capital LLC | 28 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $4.16K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 38 | $4.37K | 0.00% | +3+8.6% | Added |
| Creative Financial Designs Inc | 38 | $4.39K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 38 | $4.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $4.89K | 0.00% | +2+4.9% | Added |
| GeoWealth Management, LLC | 43 | $4.97K | 0.00% | +6+16.2% | Added |
| Globeflex Capital L P | 55 | $6.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $6.36K | 0.00% | +1+1.9% | Added |
| Eagle Bay Advisors LLC | 60 | $6.94K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $7.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $7.52K | 0.00% | +25+62.5% | Added |
| Global Retirement Partners, LLC | 65 | $7.52K | 0.00% | −45−40.9% | Reduced |
| LGT Financial Advisors LLC | 68 | $7.86K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 73 | $8.00K | 0.00% | +9+14.1% | Added |
| Elequin Capital LP | 72 | $8.32K | 0.00% | +26+56.5% | Added |
| EverSource Wealth Advisors, LLC | 73 | $8.45K | 0.00% | +11+17.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $8.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $9.13K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $9.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 79 | $9.13K | 0.00% | +64+426.7% | Added |
| Proequities, Inc. | 86 | $10.8K | 0.00% | −39−31.2% | Reduced |
| Mather Group, LLC. | 96 | $11.1K | 0.00% | +96 | New |
| Allworth Financial LP | 93 | $11.7K | 0.00% | +19+25.7% | Added |
| Bessemer Group Inc | 101 | $12.0K | 0.00% | +60+146.3% | Added |
| Bryn Mawr Trust Co | 108 | $12.5K | 0.00% | −4−3.6% | Reduced |
| Central Trust Co | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 122 | $14.1K | 0.00% | +122 | New |
| Archer Investment Corp | 150 | $17.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 167 | $19.3K | 0.00% | −2−1.2% | Reduced |
| Millstone Evans Group, LLC | 170 | $19.7K | 0.01% | +170 | New |
| GHP Investment Advisors, Inc. | 178 | $20.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 183 | $21.2K | 0.00% | −1−0.5% | Reduced |
| Riverview Trust Co | 184 | $21.3K | 0.02% | −8−4.2% | Reduced |
| Coppell Advisory Solutions LLC | 206 | $23.7K | 0.00% | +206 | New |
| Versant Capital Management, Inc | 216 | $25.0K | 0.01% | +182+535.3% | Added |
| Rise Advisors, LLC | 251 | $29.0K | 0.01% | +1+0.4% | Added |
| Whittier Trust Co | 262 | $30.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 313 | $36.2K | 0.00% | +313 | New |
| Fifth Third Bancorp | 326 | $37.7K | 0.00% | −22−6.3% | Reduced |
| Manchester Capital Management LLC | 330 | $38.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 334 | $38.6K | 0.00% | +22+7.1% | Added |
| Meeder Asset Management Inc | 350 | $40.5K | 0.00% | −108−23.6% | Reduced |
| Russell Investments Group, Ltd. | 354 | $40.9K | 0.00% | +135+61.6% | Added |
| Advisors Asset Management, Inc. | 365 | $42.2K | 0.00% | +193+112.2% | Added |
| Assetmark, Inc | 370 | $42.8K | 0.00% | +10+2.8% | Added |
| Public Employees Retirement System of Ohio | 405 | $46.8K | 0.00% | +405 | New |
| Ronald Blue Trust, Inc. | 410 | $47.4K | 0.00% | −400−49.4% | Reduced |
| Parallel Advisors, LLC | 439 | $50.8K | 0.00% | +8+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 442 | $51.1K | 0.00% | +442 | New |
| First Horizon Advisors, Inc. | 511 | $59.1K | 0.00% | −61−10.7% | Reduced |
| CWM, LLC | 581 | $67.0K | 0.00% | +89+18.1% | Added |
| Venturi Wealth Management, LLC | 640 | $74.0K | 0.00% | +640 | New |
| Hilltop National Bank | 910 | $105.2K | 0.03% | −73−7.4% | Reduced |
| Principal Securities, Inc. | 989 | $114.4K | 0.00% | +137+16.1% | Added |
| Smartleaf Asset Management LLC | 1,057 | $121.6K | 0.01% | +845+398.6% | Added |
| Bayforest Capital Ltd | 1,078 | $124.6K | 0.16% | +1,078 | New |
| Steward Partners Investment Advisory, LLC | 1,225 | $141.6K | 0.00% | +1+0.1% | Added |
| GAMMA Investing LLC | 1,231 | $142.3K | 0.01% | +285+30.1% | Added |
| Central Pacific Bank - Trust Division | 1,280 | $148.0K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,295 | $149.7K | 0.00% | −13−1.0% | Reduced |
| New Age Alpha Advisors, LLC | 1,319 | $152.5K | 0.01% | +1,319 | New |
| Signaturefd, LLC | 1,388 | $160.5K | 0.00% | +381+37.8% | Added |
| Shell Asset Management Co | 1,679 | $194.0K | 0.01% | −6−0.4% | Reduced |
| State of Wyoming | 1,699 | $196.5K | 0.03% | +320+23.2% | Added |
| KBC Group NV | 1,718 | $199.0K | 0.00% | +622+56.8% | Added |
| Coldstream Capital Management Inc | 1,754 | $202.8K | 0.00% | +1,754 | New |
| Ellevest, Inc. | 1,755 | $202.9K | 0.01% | +1,755 | New |
| RSM US Wealth Management LLC | 1,774 | $204.1K | 0.00% | +1,774 | New |
| Peapack Gladstone Financial Corp | 1,823 | $211.0K | 0.00% | +1,823 | New |
| Fiduciary Trust Co | 1,888 | $218.3K | 0.00% | +1,888 | New |
| Baird Financial Group, Inc. | 1,888 | $218.3K | 0.00% | +1,888 | New |
| CAPROCK Group, Inc. | 1,960 | $226.6K | 0.01% | −19−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,982 | $229.2K | 0.00% | +1,982 | New |
| David J Yvars Group | 2,005 | $231.8K | 0.14% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,019 | $233.4K | 0.12% | +116+6.1% | Added |
| Evergreen Capital Management LLC | 2,065 | $238.8K | 0.01% | +99+5.0% | Added |
| Profund Advisors LLC | 2,098 | $242.6K | 0.01% | +134+6.8% | Added |
| Truist Financial Corp | 2,107 | $243.7K | 0.00% | −101−4.6% | Reduced |