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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.

Q2 2025 vs. Q1 2025

How the institutions holding Advanced Energy Industries Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of AEIS: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3555372+22
Shares40.2M44.5K39.9M−271.1K (−0.7%)
Value$3.83B$4.24M$5.28B+$1.46B (+38.1%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to AEIS in Q2 2025
InstitutionSharesValue% of portfolio
Franklin Resources Inc231,598$30.7M0.01%
Oberweis Asset Management Inc114,700$15.2M0.66%
Ceredex Value Advisors LLC85,550$11.3M0.24%
Castleark Management LLC45,890$6.08M0.18%
EAM Investors, LLC45,029$5.97M0.90%
Roubaix Capital, LLC29,179$3.87M1.86%
Gabelli Funds LLC17,151$2.27M0.02%
Nomura Holdings Inc13,132$1.74M0.01%
Entropy Technologies, LP11,254$1.49M0.12%
NEOS Investment Management LLC11,250$1.49M0.02%
Balyasny Asset Management LLC9,855$1.31M0.00%
ExodusPoint Capital Management, LP9,144$1.21M0.01%
Glenmede Investment Management, LP8,802$1.17M0.01%
Tema ETFs LLC8,453$1.12M0.30%
Aquatic Capital Management LLC6,162$816.5K0.02%
First Citizens Bank & Trust Co4,967$658.1K0.01%
Burney Co4,810$637.3K0.02%
Truist Financial Corp4,656$616.9K0.00%
Graham Capital Management, L.P.4,499$596.1K0.02%
Susquehanna Portfolio Strategies, LLC4,419$585.5K0.01%
Bridgefront Capital, LLC4,291$568.6K0.15%
Bayesian Capital Management, LP4,200$556.5K0.09%
RSM US Wealth Management LLC4,054$537.2K0.01%
Virtu Financial LLC4,017$532.0K0.03%
Jackson Creek Investment Advisors LLC3,406$451.0K0.12%
Voloridge Investment Management, LLC3,027$401.1K0.00%
Aigen Investment Management, LP2,767$366.6K0.05%
Financiere des Professionnels - Fonds d,investissement inc.2,696$357.2K0.02%
Howe & Rusling Inc2,442$323.6K0.02%
Compton Wealth Advisory Group, LLC2,040$270.3K0.07%
David J Yvars Group2,005$265.7K0.16%
Resources Investment Advisors, LLC.1,923$254.8K0.00%
Blair William & Co1,910$253.1K0.00%
Toroso Investments, LLC1,866$247.2K0.00%
Peapack Gladstone Financial Corp1,811$240.0K0.00%
D.A. Davidson & Co.1,797$238.1K0.00%
Profund Advisors LLC1,734$229.8K0.01%
Bailard, Inc.1,700$225.3K0.01%
Summit Global Investments1,529$203.0K0.01%
Savvy Advisors, Inc.1,531$202.9K0.01%
Hilltop National Bank1,193$158.1K0.04%
Mount Yale Investment Advisors, LLC729$96.6K0.01%
Danske Bank A/S200$26.5K0.00%
Twin Peaks Wealth Advisors, LLC137$21.8K0.01%
WFA of San Diego, LLC140$18.6K0.01%
Global Retirement Partners, LLC69$9.15K0.00%
SBI Securities Co., Ltd.61$8.08K0.00%
Hillsdale Investment Management Inc.60$7.95K0.00%
WealthCollab, LLC52$6.89K0.00%
Riggs Asset Managment Co. Inc.26$3.44K0.00%
Annis Gardner Whiting Capital Advisors, LLC21$2.78K0.00%
Atlantic Trust, LLC20$2.65K0.00%
Rialto Wealth Management, LLC17$2.25K0.00%
Geneos Wealth Management Inc.9$1.19K0.00%
Fortitude Family Office, LLC9$1.19K0.00%
CVA Family Office, LLC6$7950.00%
Essential Partners LLC3$3980.00%
CIBC Private Wealth Group, LLC1$1330.00%
Tortoise Investment Management, LLC1$1330.00%

Sold out (37)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (5)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Keeley-Teton Advisors, LLC18,133$1.73M
Credit Agricole S A11,000$1.05M
Glenmede Trust Co NA9,649$919.6K
Orion Portfolio Solutions, LLC5,478$522.1K
Lindbrook Capital, LLC242$23.1K