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; 683 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 | 683 | $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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 460,121 | $53.2M | 0.01% | +18,533+4.2% | Added |
| Goldman Sachs Group Inc | 465,048 | $53.8M | 0.01% | +88,413+23.5% | Added |
| Principal Financial Group Inc | 475,672 | $55.0M | 0.03% | −8,176−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 505,001 | $58.4M | 0.39% | +505,001 | New |
| Norges Bank | 596,291 | $68.9M | 0.01% | +39,836+7.2% | Added |
| Summit Partners Public Asset Management, LLC | 618,301 | $71.5M | 2.39% | +618,301 | New |
| Loomis Sayles & Co L P | 647,060 | $74.8M | 0.09% | −19,446−2.9% | Reduced |
| Channing Capital Management, LLC | 732,697 | $84.7M | 2.26% | −16,264−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 774,586 | $89.6M | 0.08% | +138,814+21.8% | Added |
| Dimensional Fund Advisors LP | 877,563 | $101.5M | 0.02% | −24,319−2.7% | Reduced |
| Geode Capital Management, LLC | 878,630 | $101.6M | 0.01% | −5,772−0.7% | Reduced |
| Bank of America Corp | 881,753 | $102.0M | 0.01% | −1,207−0.1% | Reduced |
| Neuberger Berman Group LLC | 1,035,076 | $119.7M | 0.10% | +157,811+18.0% | Added |
| Earnest Partners LLC | 1,643,327 | $190.0M | 0.85% | +2,020+0.1% | Added |
| State Street Corp | 1,762,492 | $203.8M | 0.01% | +59,376+3.5% | Added |
| Ameriprise Financial Inc | 2,337,203 | $270.2M | 0.07% | −243,351−9.4% | Reduced |
| FMR LLC | 3,959,531 | $457.8M | 0.03% | −279,183−6.6% | Reduced |
| Vanguard Group Inc | 4,913,669 | $568.2M | 0.01% | +69,908+1.4% | Added |
| BlackRock, Inc. | 5,964,426 | $689.7M | 0.01% | +89,192+1.5% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −105,701−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,299−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −43,357−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,295−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −29,956−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −28,194−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −6,879−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,392−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,733−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Legacy Investment Solutions, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |