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, Q1 2025
Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2025. 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
- 355
- +39 vs. Q4 2024
- Shares held
- 40.2M
- −632.7K (−1.6%) vs. Q4 2024
- Total value
- $3.83B
- −$889.8M (−18.9%) vs. Q4 2024
- New holders
- 64
- 125 more added
- Sold out
- 25
- 117 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 22,278 | $2.12M | 0.00% | +970+4.6% | Added |
| HSBC Holdings PLC | 22,320 | $2.12M | 0.00% | +5,668+34.0% | Added |
| Legato Capital Management LLC | 22,179 | $2.11M | 0.28% | −229−1.0% | Reduced |
| Amundi | 23,813 | $2.00M | 0.00% | +4,408+22.7% | Added |
| Sandler Capital Management | 20,872 | $1.99M | 0.65% | +20,872 | New |
| State of Alaska, Department of Revenue | 20,875 | $1.99M | 0.02% | −514−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 20,575 | $1.96M | 0.03% | +924+4.7% | Added |
| Corebridge Financial, Inc. | 19,552 | $1.86M | 0.01% | −384−1.9% | Reduced |
| Intech Investment Management LLC | 19,122 | $1.82M | 0.02% | +6,572+52.4% | Added |
| Avantax Advisory Services, Inc. | 18,589 | $1.77M | 0.01% | −111−0.6% | Reduced |
| Pathstone Holdings, LLC | 18,306 | $1.74M | 0.01% | −612−3.2% | Reduced |
| Keeley-Teton Advisors, LLC | 18,133 | $1.73M | 0.21% | +4,837+36.4% | Added |
| Louisiana State Employees Retirement System | 17,700 | $1.69M | 0.03% | −500−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,371 | $1.66M | 0.03% | −6,713−27.9% | Reduced |
| Cambiar Investors LLC | 17,008 | $1.62M | 0.07% | −3,358−16.5% | Reduced |
| Janus Henderson Group PLC | 16,988 | $1.61M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 15,522 | $1.48M | 0.00% | +15,522 | New |
| State of New Jersey Common Pension Fund D | 15,380 | $1.47M | 0.01% | −3,436−18.3% | Reduced |
| Voya Investment Management LLC | 15,363 | $1.46M | 0.00% | +965+6.7% | Added |
| Holocene Advisors, LP | 14,990 | $1.43M | 0.00% | −10,729−41.7% | Reduced |
| QSV Equity Investors LLC | 14,933 | $1.42M | 1.47% | −33−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 14,566 | $1.39M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,282 | $1.36M | 0.01% | −359−2.5% | Reduced |
| Yousif Capital Management, LLC | 13,993 | $1.33M | 0.02% | −266−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,166 | $1.16M | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 12,002 | $1.14M | 0.07% | +3,490+41.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,716 | $1.12M | 0.00% | −606−4.9% | Reduced |
| Visionary Wealth Advisors | 11,468 | $1.09M | 0.07% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 11,402 | $1.09M | 1.16% | +2,266+24.8% | Added |
| Cerity Partners LLC | 11,195 | $1.07M | 0.00% | +7,644+215.3% | Added |
| Royal Bank of Canada | 11,155 | $1.06M | 0.00% | +1,578+16.5% | Added |
| Andra AP-fonden | 11,152 | $1.06M | 0.02% | +11,152 | New |
| Credit Agricole S A | 11,000 | $1.05M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,994 | $1.05M | 0.02% | −1,693−13.3% | Reduced |
| Captrust Financial Advisors | 10,972 | $1.05M | 0.00% | −346−3.1% | Reduced |
| Arizona State Retirement System | 10,803 | $1.03M | 0.01% | −123−1.1% | Reduced |
| Amalgamated Bank | 10,727 | $1.02M | 0.01% | −292−2.6% | Reduced |
| Millennium Management LLC | 10,656 | $1.02M | 0.00% | +7,855+280.4% | Added |
| Handelsbanken Fonder AB | 10,437 | $995.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,147 | $967.1K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 9,998 | $952.9K | 0.01% | −1,287−11.4% | Reduced |
| Los Angeles Capital Management LLC | 9,995 | $952.6K | 0.00% | +9,995 | New |
| Synovus Financial Corp | 9,896 | $943.2K | 0.01% | +2,545+34.6% | Added |
| Dark Forest Capital Management LP | 9,661 | $920.8K | 0.04% | +6,805+238.3% | Added |
| Glenmede Trust Co NA | 9,649 | $919.6K | 0.00% | +689+7.7% | Added |
| Teacher Retirement System of Texas | 9,593 | $914.3K | 0.00% | +9,593 | New |
| Commonwealth Equity Services, LLC | 9,449 | $901.0K | 0.00% | −180−1.9% | Reduced |
| Occudo Quantitative Strategies LP | 9,473 | $898.0K | 0.12% | +9,473 | New |
| NorthCrest Asset Manangement, LLC | 9,357 | $891.8K | 0.03% | +7+0.1% | Added |
| State of Tennessee, Treasury Department | 9,222 | $878.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,015 | $859.2K | 0.01% | +972+12.1% | Added |
| ProShare Advisors LLC | 8,819 | $840.5K | 0.00% | −2,466−21.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,615 | $821.1K | 0.02% | −297−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 8,338 | $795.0K | 0.04% | +8,338 | New |
| CIBC World Markets Corp | 8,305 | $791.5K | 0.01% | +4,803+137.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,199 | $781.4K | 0.01% | +230+2.9% | Added |
| Azzad Asset Management Inc | 8,114 | $773.3K | 0.09% | +311+4.0% | Added |
| Stifel Financial Corp | 7,995 | $762.0K | 0.00% | −3,041−27.6% | Reduced |
| M&T Bank Corp | 7,856 | $749.5K | 0.00% | −17,708−69.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,666 | $726.8K | 0.01% | +815+11.9% | Added |
| Gsa Capital Partners LLP | 7,610 | $725.0K | 0.07% | +2,288+43.0% | Added |
| Sheets Smith Wealth Management | 7,403 | $705.6K | 0.09% | +276+3.9% | Added |
| KLP Kapitalforvaltning AS | 7,400 | $705.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,274 | $693.3K | 0.00% | −90−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,140 | $680.5K | 0.00% | +305+4.5% | Added |
| Quantinno Capital Management LP | 7,011 | $668.2K | 0.00% | +3,756+115.4% | Added |
| NorthRock Partners, LLC | 6,898 | $657.4K | 0.02% | −1,900−21.6% | Reduced |
| Fox Run Management, L.L.C. | 6,757 | $644.0K | 0.10% | +6,757 | New |
| Man Group plc | 6,703 | $638.9K | 0.00% | +6,703 | New |
| CI Private Wealth, LLC | 6,650 | $633.8K | 0.00% | −214−3.1% | Reduced |
| Quantbot Technologies LP | 6,608 | $629.8K | 0.02% | +6,608 | New |
| MML Investors Services, LLC | 6,501 | $620.0K | 0.00% | +451+7.5% | Added |
| Peterson Wealth Services | 6,494 | $619.0K | 0.19% | −2,123−24.6% | Reduced |
| Vontobel Holding Ltd. | 6,372 | $607.3K | 0.00% | +780+13.9% | Added |
| Mariner, LLC | 6,321 | $602.4K | 0.00% | +1,131+21.8% | Added |
| Verition Fund Management LLC | 6,277 | $598.3K | 0.00% | +733+13.2% | Added |
| JustInvest LLC | 6,228 | $593.6K | 0.01% | +1,735+38.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,135 | $584.7K | 0.00% | +6,135 | New |
| Pictet Asset Management Holding SA | 5,976 | $569.6K | 0.00% | +379+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,937 | $567.9K | 0.01% | −654−9.9% | Reduced |
| Lazard Asset Management LLC | 5,852 | $557.0K | 0.00% | +5,844+73,050.0% | Added |
| O'Shaughnessy Asset Management, LLC | 5,723 | $545.5K | 0.00% | +302+5.6% | Added |
| QRG Capital Management, Inc. | 5,622 | $535.8K | 0.01% | +355+6.7% | Added |
| Squarepoint Ops LLC | 5,579 | $531.7K | 0.00% | −21,052−79.1% | Reduced |
| Brinker Capital Investments, LLC | 5,478 | $522.1K | 0.01% | +66+1.2% | Added |
| Orion Portfolio Solutions, LLC | 5,478 | $522.1K | 0.01% | +66+1.2% | Added |
| Jefferies Financial Group Inc. | 5,478 | $522.1K | 0.01% | +5,478 | New |
| Kennedy Capital Management, Inc. | 5,204 | $496.0K | 0.01% | +5,204 | New |
| Nisa Investment Advisors, LLC | 5,168 | $492.6K | 0.00% | +160+3.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,103 | $486.3K | 0.00% | −1,654−24.5% | Reduced |
| HighTower Advisors, LLC | 5,097 | $485.8K | 0.00% | −10−0.2% | Reduced |
| First National Bank of Omaha | 5,030 | $479.4K | 0.03% | +12+0.2% | Added |
| AQR Capital Management LLC | 4,910 | $468.0K | 0.00% | +4,910 | New |
| US Bancorp | 4,857 | $462.9K | 0.00% | +134+2.8% | Added |
| Flputnam Investment Management Co | 4,782 | $455.8K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,736 | $451.4K | 0.00% | +4,736 | New |
| Robotti Robert | 4,725 | $450.3K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 4,699 | $447.9K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 4,649 | $443.1K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,634 | $441.7K | 0.03% | −8,500−64.7% | Reduced |