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; 682 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, Q2 2025
Institutional positions in Advanced Energy Industries Inc as of Jun 30, 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
- 372
- +22 vs. Q1 2025
- Shares held
- 39.9M
- −271.1K (−0.7%) vs. Q1 2025
- Total value
- $5.28B
- +$1.46B (+38.1%) vs. Q1 2025
- New holders
- 59
- 138 more added
- Sold out
- 37
- 135 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 682 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $133 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $133 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $265 | 0.00% | −5−71.4% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $265 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $265 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $265 | 0.00% | +1+100.0% | Added |
| Essential Partners LLC | 3 | $398 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $419 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $663 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $795 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $795 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $795 | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $928 | 0.00% | −42−85.7% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $1.19K | 0.00% | −12−57.1% | Reduced |
| Geneos Wealth Management Inc. | 9 | $1.19K | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.68K | 0.00% | +7+140.0% | Added |
| Montag A & Associates Inc | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 17 | $2.25K | 0.00% | −35−67.3% | Reduced |
| Rialto Wealth Management, LLC | 17 | $2.25K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 20 | $2.65K | 0.00% | +20 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.78K | 0.00% | +21 | New |
| Atlantic Edge Private Wealth Management, LLC | 23 | $3.05K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $3.44K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 26 | $3.44K | 0.00% | +26 | New |
| Truvestments Capital LLC | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 37 | $4.89K | 0.00% | −3−7.5% | Reduced |
| Hantz Financial Services, Inc. | 37 | $5.00K | 0.00% | +34+1,133.3% | Added |
| Creative Financial Designs Inc | 38 | $5.04K | 0.00% | −11−22.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $5.30K | 0.01% | +8+25.0% | Added |
| High Note Wealth, LLC | 40 | $5.30K | 0.00% | +20+100.0% | Added |
| Rothschild Investment LLC | 45 | $5.96K | 0.00% | −15−25.0% | Reduced |
| WealthCollab, LLC | 52 | $6.89K | 0.00% | +52 | New |
| Globeflex Capital L P | 55 | $7.29K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 57 | $7.55K | 0.00% | −26−31.3% | Reduced |
| Hillsdale Investment Management Inc. | 60 | $7.95K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 61 | $8.08K | 0.00% | +12+24.5% | Added |
| SBI Securities Co., Ltd. | 61 | $8.08K | 0.00% | +61 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $8.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $9.15K | 0.00% | +69 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $9.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $9.54K | 0.00% | +36+100.0% | Added |
| Bare Financial Services, Inc | 74 | $9.81K | 0.00% | +51+221.7% | Added |
| Hemington Wealth Management | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $10.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 85 | $11.3K | 0.01% | −85−50.0% | Reduced |
| Sterling Capital Management LLC | 91 | $12.1K | 0.00% | +52+133.3% | Added |
| Rise Advisors, LLC | 97 | $12.9K | 0.01% | +4+4.3% | Added |
| Bryn Mawr Trust Co | 107 | $14.2K | 0.00% | −1−0.9% | Reduced |
| IFP Advisors, Inc | 0 | $15.1K | 0.00% | −28−100.0% | Reduced |
| Central Trust Co | 118 | $15.6K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 137 | $18.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 140 | $18.6K | 0.01% | +140 | New |
| Massmutual Trust Co FSB | 144 | $19.1K | 0.00% | −5−3.4% | Reduced |
| Archer Investment Corp | 150 | $19.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $20.7K | 0.00% | −18−10.3% | Reduced |
| Quarry LP | 160 | $21.2K | 0.00% | −391−71.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 137 | $21.8K | 0.01% | +137 | New |
| Skopos Labs, Inc. | 189 | $25.0K | 0.00% | +43+29.5% | Added |
| Danske Bank A/S | 200 | $26.5K | 0.00% | +200 | New |
| Bessemer Group Inc | 234 | $31.0K | 0.00% | +116+98.3% | Added |
| Whittier Trust Co | 262 | $34.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 272 | $36.0K | 0.00% | +156+134.5% | Added |
| EverSource Wealth Advisors, LLC | 312 | $41.3K | 0.00% | +126+67.7% | Added |
| Umb Bank N A | 313 | $41.5K | 0.00% | +94+42.9% | Added |
| Manchester Capital Management LLC | 325 | $43.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 406 | $53.8K | 0.00% | −10−2.4% | Reduced |
| Parallel Advisors, LLC | 428 | $56.7K | 0.00% | −82−16.1% | Reduced |
| Huntington National Bank | 473 | $62.7K | 0.00% | +100+26.8% | Added |
| MAI Capital Management | 487 | $64.5K | 0.00% | +174+55.6% | Added |
| Allworth Financial LP | 533 | $70.6K | 0.00% | +420+371.7% | Added |
| First Horizon Advisors, Inc. | 549 | $72.7K | 0.00% | +38+7.4% | Added |
| Fifth Third Bancorp | 597 | $79.1K | 0.00% | +38+6.8% | Added |
| Advisors Asset Management, Inc. | 661 | $87.6K | 0.00% | +122+22.6% | Added |
| Mount Yale Investment Advisors, LLC | 729 | $96.6K | 0.01% | +729 | New |
| Principal Securities, Inc. | 888 | $117.7K | 0.00% | −101−10.2% | Reduced |
| Versant Capital Management, Inc | 956 | $126.7K | 0.02% | −93−8.9% | Reduced |
| Smartleaf Asset Management LLC | 1,047 | $138.5K | 0.01% | −189−15.3% | Reduced |
| Signaturefd, LLC | 1,135 | $150.4K | 0.00% | −538−32.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,138 | $150.8K | 0.00% | −21−1.8% | Reduced |
| KBC Group NV | 1,144 | $152.0K | 0.00% | −574−33.4% | Reduced |
| Bayforest Capital Ltd | 1,173 | $155.4K | 0.07% | −2,677−69.5% | Reduced |
| Hilltop National Bank | 1,193 | $158.1K | 0.04% | +1,193 | New |
| Central Pacific Bank - Trust Division | 1,220 | $161.7K | 0.02% | −60−4.7% | Reduced |
| Shell Asset Management Co | 1,280 | $170.0K | 0.01% | −330−20.5% | Reduced |
| Mercer Global Advisors Inc | 1,520 | $201.4K | 0.00% | −1,120−42.4% | Reduced |
| Savvy Advisors, Inc. | 1,531 | $202.9K | 0.01% | +1,531 | New |
| Summit Global Investments | 1,529 | $203.0K | 0.01% | +1,529 | New |
| Sequoia Financial Advisors, LLC | 1,545 | $204.7K | 0.00% | −624−28.8% | Reduced |
| Heritage Family Offices, LLP | 2,189 | $207.5K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,566 | $207.5K | 0.01% | −2,769−63.9% | Reduced |
| Scientech Research LLC | 1,649 | $218.5K | 0.05% | −2,668−61.8% | Reduced |