Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 319 institutions
Q1 2021: 299 institutionsQ2 2021: 278 institutionsQ3 2021: 258 institutionsQ4 2021: 271 institutionsQ1 2022: 269 institutionsQ2 2022: 261 institutionsQ3 2022: 275 institutionsQ4 2022: 306 institutionsQ1 2023: 288 institutionsQ2 2023: 291 institutionsQ3 2023: 296 institutionsQ4 2023: 291 institutionsQ1 2024: 311 institutionsQ2 2024: 306 institutionsQ3 2024: 316 institutionsQ4 2024: 319 institutionsQ1 2025: 355 institutionsQ2 2025: 372 institutionsQ3 2025: 401 institutionsQ4 2025: 465 institutionsQ1 2026: 580 institutionsQ2 2026: 683 institutions
Value heldQ4 2024: $4.73B
Q1 2021: $4.02BQ2 2021: $4.22BQ3 2021: $3.23BQ4 2021: $3.34BQ1 2022: $3.22BQ2 2022: $2.70BQ3 2022: $2.88BQ4 2022: $3.20BQ1 2023: $3.67BQ2 2023: $4.21BQ3 2023: $3.97BQ4 2023: $4.36BQ1 2024: $4.00BQ2 2024: $4.33BQ3 2024: $4.18BQ4 2024: $4.73BQ1 2025: $3.83BQ2 2025: $5.28BQ3 2025: $6.81BQ4 2025: $8.61BQ1 2026: $13.2BQ2 2026: $15.0B
Institutions holding AEIS and their total value by quarter
QuarterHoldersValue
Q2 2026683$15.0B
Q1 2026580$13.2B
Q4 2025465$8.61B
Q3 2025401$6.81B
Q2 2025372$5.28B
Q1 2025355$3.83B
Q4 2024319$4.73B
Q3 2024316$4.18B
Q2 2024306$4.33B
Q1 2024311$4.00B
Q4 2023291$4.36B
Q3 2023296$3.97B
Q2 2023291$4.21B
Q1 2023288$3.67B
Q4 2022306$3.20B
Q3 2022275$2.88B
Q2 2022261$2.70B
Q1 2022269$3.22B
Q4 2021271$3.34B
Q3 2021258$3.23B
Q2 2021278$4.22B
Q1 2021299$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.

Institutions holding AEIS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc26$3.01K0.00%00.0%Unchanged
Sierra Ocean, LLC24$2.77K0.00%+24New
Atlantic Edge Private Wealth Management, LLC23$2.66K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC21$2.43K0.00%00.0%Unchanged
High Note Wealth, LLC20$2.31K0.00%+20New
Harbour Investments, Inc.18$2.08K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.15$1.74K0.00%00.0%Unchanged
UMA Financial Services, Inc.13$1.50K0.00%+13New
Montag A & Associates Inc13$1.47K0.00%+1+8.3%Added
Hexagon Capital Partners LLC10$1.16K0.00%+10New
SJS Investment Consulting Inc.7$8100.00%−1−12.5%Reduced
DiNuzzo Private Wealth, Inc.6$6940.00%00.0%Unchanged
Abound Wealth Management3$3470.00%−1−25.0%Reduced
Global Financial Private Client, LLC2$2310.00%+2New
TFC Financial Management1$1160.00%00.0%Unchanged
Larson Financial Group LLC1$1160.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1160.00%+1New
Lazard Asset Management LLC8$00.00%−3,886−99.8%Reduced
Covestor Ltd2$00.00%+1+100.0%Added
Guggenheim Capital LLC0$00.00%−105,701−100.0%Sold out
Twinbeech Capital LP0$00.00%−46,299−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−43,357−100.0%Sold out
Marshall Wace, LLP0$00.00%−41,295−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−29,956−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−28,194−100.0%Sold out
Nebula Research & Development LLC0$00.00%−7,757−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−6,879−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−6,392−100.0%Sold out
MQS Management LLC0$00.00%−6,305−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,733−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,700−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,520−100.0%Sold out
Weiss Asset Management LP0$00.00%−4,390−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,614−100.0%Sold out
Seven Eight Capital, LP0$00.00%−3,580−100.0%Sold out
Veriti Management LLC0$00.00%−3,292−100.0%Sold out
Vident Advisory, LLC0$00.00%−3,077−100.0%Sold out
Vestcor Inc0$00.00%−2,805−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,579−100.0%Sold out
Walleye Capital LLC0$00.00%−2,101−100.0%Sold out
Diametric Capital, LP0$00.00%−2,059−100.0%Sold out
Renaissance Technologies LLC0$00.00%−1,996−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,950−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−1,903−100.0%Sold out
Quantbot Technologies LP0$00.00%−387−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−300−100.0%Sold out
Walleye Trading LLC0$00.00%−55−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−33−100.0%Sold out
First Financial Corp0$00.00%−31−100.0%Sold out
Sachetta, LLC0$00.00%−30−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−19−100.0%Sold out
Legacy Investment Solutions, LLC0$00.00%−5−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−5−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−5−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−4−100.0%Sold out
Claris Advisors, LLC0$00.00%−2−100.0%Sold out
Avion Wealth0$00.00%−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