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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,109 | $243.9K | 0.00% | +6+0.3% | Added |
| American Century Companies Inc | 2,118 | $244.9K | 0.00% | +2,118 | New |
| Clearstead Advisors, LLC | 2,225 | $257.3K | 0.00% | +7+0.3% | Added |
| Crossmark Global Holdings, Inc. | 2,319 | $268.0K | 0.00% | −33−1.4% | Reduced |
| Mackenzie Financial Corp | 2,370 | $274.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,459 | $284.3K | 0.00% | +2,459 | New |
| CIBC Asset Management Inc | 2,487 | $287.6K | 0.00% | +461+22.8% | Added |
| Ifrah Financial Services, Inc. | 2,503 | $289.4K | 0.08% | −27−1.1% | Reduced |
| Xponance, Inc. | 2,687 | $310.7K | 0.00% | +251+10.3% | Added |
| STRS Ohio | 2,700 | $312.2K | 0.00% | +600+28.6% | Added |
| Millennium Management LLC | 2,801 | $323.9K | 0.00% | −818−22.6% | Reduced |
| Dark Forest Capital Management LP | 2,856 | $330.2K | 0.05% | +2,856 | New |
| Baron Wealth Management LLC | 2,877 | $332.7K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,901 | $335.4K | 0.00% | +2,901 | New |
| Compton Wealth Advisory Group, LLC | 2,926 | $338.3K | 0.09% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,043 | $351.9K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,116 | $360.3K | 0.02% | +245+8.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,241 | $374.8K | 0.00% | +745+29.8% | Added |
| Quantinno Capital Management LP | 3,255 | $376.4K | 0.00% | +260+8.7% | Added |
| Everence Capital Management Inc | 3,290 | $380.0K | 0.02% | −3,000−47.7% | Reduced |
| Commerce Bank | 3,300 | $381.6K | 0.00% | −27−0.8% | Reduced |
| Cetera Investment Advisers | 3,300 | $381.6K | 0.00% | −598−15.3% | Reduced |
| Janney Montgomery Scott LLC | 3,392 | $392.0K | 0.00% | +8+0.2% | Added |
| Cerity Partners LLC | 3,551 | $398.3K | 0.00% | −597−14.4% | Reduced |
| CWM Advisors, LLC | 3,454 | $399.4K | 0.04% | −451−11.5% | Reduced |
| CIBC World Markets Corp | 3,502 | $404.9K | 0.00% | +3,502 | New |
| State of Wisconsin Investment Board | 3,521 | $407.1K | 0.00% | +365+11.6% | Added |
| Tema ETFs LLC | 3,528 | $407.9K | 0.17% | +3,528 | New |
| Advisor Group Holdings, Inc. | 3,562 | $411.9K | 0.00% | +25+0.7% | Added |
| Ethic Inc. | 3,624 | $419.0K | 0.01% | −299−7.6% | Reduced |
| NEOS Investment Management LLC | 3,780 | $437.1K | 0.01% | +3,780 | New |
| Park Avenue Securities LLC | 3,853 | $446.0K | 0.00% | +580+17.7% | Added |
| Ameritas Investment Partners, Inc. | 3,916 | $452.8K | 0.01% | +124+3.3% | Added |
| Freestone Capital Holdings, LLC | 3,955 | $457.3K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 4,100 | $474.1K | 0.00% | +3,300+412.5% | Added |
| PEAK6 LLC | 4,116 | $475.9K | 0.02% | +4,116 | New |
| Alpha DNA Investment Management LLC | 4,208 | $486.6K | 0.27% | +4,208 | New |
| Pitcairn Co | 4,312 | $498.6K | 0.03% | +26+0.6% | Added |
| Public Employees Retirement Association of Colorado | 4,452 | $515.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,458 | $515.5K | 0.01% | −5,243−54.0% | Reduced |
| Trust Point Inc. | 4,463 | $516.1K | 0.04% | −3,475−43.8% | Reduced |
| JustInvest LLC | 4,493 | $519.5K | 0.01% | +299+7.1% | Added |
| Altfest L J & Co Inc | 4,586 | $530.3K | 0.07% | +2,464+116.1% | Added |
| Integrated Investment Consultants, LLC | 4,594 | $531.2K | 0.11% | +100+2.2% | Added |
| Connable Office Inc | 4,649 | $537.6K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 4,723 | $546.1K | 0.00% | −1,465−23.7% | Reduced |
| Robotti Robert | 4,725 | $546.4K | 0.10% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,782 | $552.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 4,699 | $556.2K | 0.01% | +25+0.5% | Added |
| Nisa Investment Advisors, LLC | 5,008 | $579.1K | 0.00% | +85+1.7% | Added |
| First National Bank of Omaha | 5,018 | $580.2K | 0.04% | −497−9.0% | Reduced |
| HighTower Advisors, LLC | 5,107 | $590.5K | 0.00% | −810−13.7% | Reduced |
| Mariner, LLC | 5,190 | $600.1K | 0.00% | +63+1.2% | Added |
| QRG Capital Management, Inc. | 5,267 | $609.0K | 0.01% | −178−3.3% | Reduced |
| Gsa Capital Partners LLP | 5,322 | $615.0K | 0.05% | +5,322 | New |
| Schonfeld Strategic Advisors LLC | 5,389 | $623.1K | 0.00% | +5,389 | New |
| Brinker Capital Investments, LLC | 5,412 | $625.8K | 0.01% | −188−3.4% | Reduced |
| Orion Portfolio Solutions, LLC | 5,412 | $625.8K | 0.01% | −188−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,421 | $626.8K | 0.01% | −547−9.2% | Reduced |
| Verition Fund Management LLC | 5,544 | $641.1K | 0.00% | +2,731+97.1% | Added |
| Vontobel Holding Ltd. | 5,592 | $646.6K | 0.00% | −728−11.5% | Reduced |
| Pictet Asset Management Holding SA | 5,597 | $647.2K | 0.00% | +636+12.8% | Added |
| MML Investors Services, LLC | 6,050 | $700.0K | 0.00% | +357+6.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,591 | $762.8K | 0.01% | −449−6.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,757 | $781.3K | 0.00% | −72−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,835 | $790.3K | 0.00% | −668−8.9% | Reduced |
| CI Private Wealth, LLC | 6,864 | $793.7K | 0.00% | −3,222−31.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,851 | $812.4K | 0.01% | +787+13.0% | Added |
| Sheets Smith Wealth Management | 7,127 | $824.1K | 0.10% | +230+3.3% | Added |
| Synovus Financial Corp | 7,351 | $850.0K | 0.01% | +682+10.2% | Added |
| Northwestern Mutual Wealth Management Co | 7,364 | $851.5K | 0.00% | −725−9.0% | Reduced |
| KLP Kapitalforvaltning AS | 7,400 | $855.7K | 0.00% | +7,400 | New |
| Azzad Asset Management Inc | 7,803 | $902.3K | 0.17% | +387+5.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,969 | $921.5K | 0.01% | +7,969 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,043 | $930.0K | 0.01% | −10−0.1% | Reduced |
| CenterBook Partners LP | 8,512 | $984.2K | 0.06% | +8,512 | New |
| Peterson Wealth Services | 8,617 | $996.4K | 0.30% | +528+6.5% | Added |
| Portman Square Capital LLP | 8,775 | $1.01M | 0.20% | +8,775 | New |
| NorthRock Partners, LLC | 8,798 | $1.02M | 0.03% | +6,533+288.4% | Added |
| Oregon Public Employees Retirement Fund | 8,912 | $1.03M | 0.02% | +49+0.6% | Added |
| Glenmede Trust Co NA | 8,960 | $1.04M | 0.01% | +1,504+20.2% | Added |
| Green Alpha Advisors, LLC | 9,136 | $1.06M | 0.85% | −613−6.3% | Reduced |
| State of Tennessee, Treasury Department | 9,222 | $1.07M | 0.00% | −3,030−24.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,350 | $1.08M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,577 | $1.11M | 0.00% | −2,587−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 9,629 | $1.11M | 0.00% | +206+2.2% | Added |
| State Board of Administration of Florida Retirement System | 10,147 | $1.17M | 0.00% | −170−1.6% | Reduced |
| Handelsbanken Fonder AB | 10,437 | $1.21M | 0.00% | +1,100+11.8% | Added |
| Arizona State Retirement System | 10,926 | $1.26M | 0.01% | +144+1.3% | Added |
| Credit Agricole S A | 11,000 | $1.27M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 11,019 | $1.27M | 0.01% | −47−0.4% | Reduced |
| Stifel Financial Corp | 11,036 | $1.28M | 0.00% | +284+2.6% | Added |
| ProShare Advisors LLC | 11,285 | $1.30M | 0.00% | +3,471+44.4% | Added |
| Atria Investments LLC | 11,285 | $1.30M | 0.02% | −1,657−12.8% | Reduced |
| Captrust Financial Advisors | 11,318 | $1.31M | 0.00% | +2,660+30.7% | Added |
| Visionary Wealth Advisors | 11,468 | $1.33M | 0.08% | +11,468 | New |
| Teachers Retirement System of the State of Kentucky | 12,166 | $1.41M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $1.42M | 0.00% | +3,057+33.0% | Added |
| Intech Investment Management LLC | 12,550 | $1.45M | 0.01% | +5,723+83.8% | Added |
| Maryland State Retirement & Pension System | 12,687 | $1.47M | 0.03% | −35−0.3% | Reduced |