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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,255 | $376.4K | 0.00% | +260+8.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,241 | $374.8K | 0.00% | +745+29.8% | Added |
| Quadrant Capital Group LLC | 3,116 | $360.3K | 0.02% | +245+8.5% | Added |
| Cim Investment Mangement Inc | 3,043 | $351.9K | 0.10% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 2,926 | $338.3K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,901 | $335.4K | 0.00% | +2,901 | New |
| Baron Wealth Management LLC | 2,877 | $332.7K | 0.16% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,856 | $330.2K | 0.05% | +2,856 | New |
| Millennium Management LLC | 2,801 | $323.9K | 0.00% | −818−22.6% | Reduced |
| STRS Ohio | 2,700 | $312.2K | 0.00% | +600+28.6% | Added |
| Xponance, Inc. | 2,687 | $310.7K | 0.00% | +251+10.3% | Added |
| Ifrah Financial Services, Inc. | 2,503 | $289.4K | 0.08% | −27−1.1% | Reduced |
| CIBC Asset Management Inc | 2,487 | $287.6K | 0.00% | +461+22.8% | Added |
| Kestra Advisory Services, LLC | 2,459 | $284.3K | 0.00% | +2,459 | New |
| Mackenzie Financial Corp | 2,370 | $274.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,319 | $268.0K | 0.00% | −33−1.4% | Reduced |
| Clearstead Advisors, LLC | 2,225 | $257.3K | 0.00% | +7+0.3% | Added |
| American Century Companies Inc | 2,118 | $244.9K | 0.00% | +2,118 | New |
| Tower Research Capital LLC (TRC) | 2,109 | $243.9K | 0.00% | +6+0.3% | Added |
| Truist Financial Corp | 2,107 | $243.7K | 0.00% | −101−4.6% | Reduced |
| Profund Advisors LLC | 2,098 | $242.6K | 0.01% | +134+6.8% | Added |
| Evergreen Capital Management LLC | 2,065 | $238.8K | 0.01% | +99+5.0% | Added |
| Heritage Family Offices, LLP | 2,019 | $233.4K | 0.12% | +116+6.1% | Added |
| David J Yvars Group | 2,005 | $231.8K | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,982 | $229.2K | 0.00% | +1,982 | New |
| CAPROCK Group, Inc. | 1,960 | $226.6K | 0.01% | −19−1.0% | Reduced |
| Baird Financial Group, Inc. | 1,888 | $218.3K | 0.00% | +1,888 | New |
| Fiduciary Trust Co | 1,888 | $218.3K | 0.00% | +1,888 | New |
| Peapack Gladstone Financial Corp | 1,823 | $211.0K | 0.00% | +1,823 | New |
| RSM US Wealth Management LLC | 1,774 | $204.1K | 0.00% | +1,774 | New |
| Ellevest, Inc. | 1,755 | $202.9K | 0.01% | +1,755 | New |
| Coldstream Capital Management Inc | 1,754 | $202.8K | 0.00% | +1,754 | New |
| KBC Group NV | 1,718 | $199.0K | 0.00% | +622+56.8% | Added |
| State of Wyoming | 1,699 | $196.5K | 0.03% | +320+23.2% | Added |
| Shell Asset Management Co | 1,679 | $194.0K | 0.01% | −6−0.4% | Reduced |
| Signaturefd, LLC | 1,388 | $160.5K | 0.00% | +381+37.8% | Added |
| New Age Alpha Advisors, LLC | 1,319 | $152.5K | 0.01% | +1,319 | New |
| Fuller & Thaler Asset Management, Inc. | 1,295 | $149.7K | 0.00% | −13−1.0% | Reduced |
| Central Pacific Bank - Trust Division | 1,280 | $148.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,231 | $142.3K | 0.01% | +285+30.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,225 | $141.6K | 0.00% | +1+0.1% | Added |
| Bayforest Capital Ltd | 1,078 | $124.6K | 0.16% | +1,078 | New |
| Smartleaf Asset Management LLC | 1,057 | $121.6K | 0.01% | +845+398.6% | Added |
| Principal Securities, Inc. | 989 | $114.4K | 0.00% | +137+16.1% | Added |
| Hilltop National Bank | 910 | $105.2K | 0.03% | −73−7.4% | Reduced |
| Venturi Wealth Management, LLC | 640 | $74.0K | 0.00% | +640 | New |
| CWM, LLC | 581 | $67.0K | 0.00% | +89+18.1% | Added |
| First Horizon Advisors, Inc. | 511 | $59.1K | 0.00% | −61−10.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 442 | $51.1K | 0.00% | +442 | New |
| Parallel Advisors, LLC | 439 | $50.8K | 0.00% | +8+1.9% | Added |
| Ronald Blue Trust, Inc. | 410 | $47.4K | 0.00% | −400−49.4% | Reduced |
| Public Employees Retirement System of Ohio | 405 | $46.8K | 0.00% | +405 | New |
| Assetmark, Inc | 370 | $42.8K | 0.00% | +10+2.8% | Added |
| Advisors Asset Management, Inc. | 365 | $42.2K | 0.00% | +193+112.2% | Added |
| Russell Investments Group, Ltd. | 354 | $40.9K | 0.00% | +135+61.6% | Added |
| Meeder Asset Management Inc | 350 | $40.5K | 0.00% | −108−23.6% | Reduced |
| Huntington National Bank | 334 | $38.6K | 0.00% | +22+7.1% | Added |
| Manchester Capital Management LLC | 330 | $38.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 326 | $37.7K | 0.00% | −22−6.3% | Reduced |
| MAI Capital Management | 313 | $36.2K | 0.00% | +313 | New |
| Whittier Trust Co | 262 | $30.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 251 | $29.0K | 0.01% | +1+0.4% | Added |
| Versant Capital Management, Inc | 216 | $25.0K | 0.01% | +182+535.3% | Added |
| Coppell Advisory Solutions LLC | 206 | $23.7K | 0.00% | +206 | New |
| Riverview Trust Co | 184 | $21.3K | 0.02% | −8−4.2% | Reduced |
| Lindbrook Capital, LLC | 183 | $21.2K | 0.00% | −1−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 178 | $20.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 170 | $19.7K | 0.01% | +170 | New |
| Umb Bank N A | 167 | $19.3K | 0.00% | −2−1.2% | Reduced |
| Archer Investment Corp | 150 | $17.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 122 | $14.1K | 0.00% | +122 | New |
| Central Trust Co | 118 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 108 | $12.5K | 0.00% | −4−3.6% | Reduced |
| Bessemer Group Inc | 101 | $12.0K | 0.00% | +60+146.3% | Added |
| Allworth Financial LP | 93 | $11.7K | 0.00% | +19+25.7% | Added |
| Mather Group, LLC. | 96 | $11.1K | 0.00% | +96 | New |
| Proequities, Inc. | 86 | $10.8K | 0.00% | −39−31.2% | Reduced |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $8.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $8.45K | 0.00% | +11+17.7% | Added |
| Elequin Capital LP | 72 | $8.32K | 0.00% | +26+56.5% | Added |
| Hemington Wealth Management | 73 | $8.00K | 0.00% | +9+14.1% | Added |
| LGT Financial Advisors LLC | 68 | $7.86K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $7.52K | 0.00% | −45−40.9% | Reduced |
| Rothschild Investment LLC | 65 | $7.52K | 0.00% | +25+62.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $7.51K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $6.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| GeoWealth Management, LLC | 43 | $4.97K | 0.00% | +6+16.2% | Added |
| Carolinas Wealth Consulting LLC | 43 | $4.89K | 0.00% | +2+4.9% | 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 |
| Johnson Financial Group, Inc. | 38 | $4.37K | 0.00% | +3+8.6% | Added |
| Bell Investment Advisors, Inc | 36 | $4.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $3.93K | 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 |