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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.

Institutional holdersQ1 2025: 355 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 heldQ1 2025: $3.83B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2024.

Institutions holding AEIS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP113$11.0K0.00%+20+21.5%Added
Bryn Mawr Trust Co108$10.3K0.00%00.0%Unchanged
Rise Advisors, LLC93$8.86K0.00%−158−62.9%Reduced
Farther Finance Advisors, LLC83$7.90K0.00%+4+5.1%Added
Private Trust Co NA79$7.53K0.00%00.0%Unchanged
Hemington Wealth Management83$7.00K0.00%+10+13.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72$6.86K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.65$6.20K0.00%00.0%Unchanged
Rothschild Investment LLC60$5.72K0.00%−5−7.7%Reduced
Globeflex Capital L P55$5.24K0.00%00.0%Unchanged
Leonteq Securities AG52$4.96K0.00%+52New
Bell Investment Advisors, Inc49$4.67K0.00%+13+36.1%Added
Private Wealth Management Group, LLC49$4.67K0.00%+15+44.1%Added
Creative Financial Designs Inc49$4.67K0.00%+11+28.9%Added
Carolinas Wealth Consulting LLC42$4.03K0.00%−1−2.3%Reduced
FNY Investment Advisers, LLC45$4.00K0.00%+45New
Jones Financial Companies LLLP40$3.79K0.00%+40New
Sterling Capital Management LLC39$3.72K0.00%+1+2.6%Added
True Wealth Design, LLC36$3.43K0.00%+36New
MJT & Associates Financial Advisory Group, Inc.32$3.05K0.00%+32New
IFP Advisors, Inc28$2.67K0.00%00.0%Unchanged
Truvestments Capital LLC28$2.67K0.00%00.0%Unchanged
South State Corp.27$2.57K0.00%+27New
Farmers & Merchants Investments Inc26$2.48K0.00%00.0%Unchanged
Sierra Ocean, LLC24$2.29K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC23$2.19K0.00%00.0%Unchanged
Bare Financial Services, Inc23$2.19K0.00%+23New
JFS Wealth Advisors, LLC21$2.00K0.00%00.0%Unchanged
High Note Wealth, LLC20$1.91K0.00%00.0%Unchanged
Harbour Investments, Inc.18$1.72K0.00%00.0%Unchanged
First Pacific Financial17$1.62K0.00%+17New
TD Private Client Wealth LLC17$1.62K0.00%+17New
NewSquare Capital LLC14$1.33K0.00%+14New
Montag A & Associates Inc13$1.21K0.00%00.0%Unchanged
Stephens Consulting, LLC10$9540.00%+10New
Hexagon Capital Partners LLC10$9530.00%00.0%Unchanged
Financial Network Wealth Advisors LLC10$9530.00%+10New
UMA Financial Services, Inc.8$7630.00%−5−38.5%Reduced
SJS Investment Consulting Inc.7$6680.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$5720.00%00.0%Unchanged
Global Financial Private Client, LLC6$5720.00%+4+200.0%Added
Garde Capital, Inc.5$4770.00%+5New
Hughes Financial Services, LLC5$4760.00%+5New
Cornerstone Planning Group LLC3$2740.00%+3New
Abound Wealth Management2$1910.00%−1−33.3%Reduced
Private Wealth Asset Management, LLC2$1910.00%+2New
Toronto Dominion Bank1$1130.00%+1New
TFC Financial Management1$960.00%00.0%Unchanged
HFM Investment Advisors, LLC1$960.00%+1New
Larson Financial Group LLC1$950.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$950.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$950.00%+1New
Covestor Ltd2$00.00%00.0%Unchanged
Hantz Financial Services, Inc.3$00.00%+3New
Avion Wealth5$00.00%+5New
Proequities, Inc.0$00.00%−86−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−50,460−100.0%Sold out
Roubaix Capital, LLC0$00.00%−48,530−100.0%Sold out
4D Advisors, LLC0$00.00%−22,500−100.0%Sold out
Altfest L J & Co Inc0$00.00%−4,586−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−4,208−100.0%Sold out
NEOS Investment Management LLC0$00.00%−3,780−100.0%Sold out
Tema ETFs LLC0$00.00%−3,528−100.0%Sold out
Compton Wealth Advisory Group, LLC0$00.00%−2,926−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,459−100.0%Sold out
Truist Financial Corp0$00.00%−2,107−100.0%Sold out
Profund Advisors LLC0$00.00%−2,098−100.0%Sold out
David J Yvars Group0$00.00%−2,005−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−1,960−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−1,823−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−1,774−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−640−100.0%Sold out
Meeder Asset Management Inc0$00.00%−350−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−206−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−178−100.0%Sold out
Elequin Capital LP0$00.00%−72−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−68−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−60−100.0%Sold out
GeoWealth Management, LLC0$00.00%−43−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−38−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Hilltop National Bank––––Not filed
Global Retirement Partners, LLC––––Not filed