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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.

Q3 2025 vs. Q2 2025

How the institutions holding Advanced Energy Industries Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of AEIS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3725401+34
Shares39.9M469.2K40.1M+713.5K (+1.8%)
Value$5.28B$62.2M$6.81B+$1.59B (+30.6%)

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to AEIS in Q3 2025
InstitutionSharesValue% of portfolio
Analog Century Management LP467,301$79.5M4.27%
Wellington Management Group LLP294,890$50.2M0.01%
T. Rowe Price Investment Management, Inc.235,629$40.1M0.02%
Arrowstreet Capital, Limited Partnership123,908$21.1M0.01%
MetLife Investment Management114,161$19.4M0.09%
G2 Investment Partners Management LLC56,044$9.54M1.96%
Freestone Grove Partners LP41,953$7.14M0.05%
Pier Capital, LLC29,688$5.05M0.79%
Lisanti Capital Growth, LLC20,361$3.46M0.85%
Assenagon Asset Management S.A.20,153$3.43M0.01%
Cookson Peirce & Co Inc17,402$2.96M0.12%
Credit Agricole S A16,818$2.86M0.01%
Boothbay Fund Management, LLC13,338$2.27M0.06%
Calamos Advisors LLC12,136$2.06M0.01%
Zacks Investment Management10,712$1.82M0.01%
HRT Financial LP9,884$1.68M0.01%
Bridgewater Associates, LP9,473$1.61M0.01%
TD Asset Management Inc8,180$1.39M0.00%
Colony Group, LLC17,736$1.20M0.00%
Brevan Howard Capital Management LP6,670$1.13M0.02%
SG Americas Securities, LLC6,460$1.10M0.00%
Fox Run Management, L.L.C.6,237$1.06M0.17%
CIBC Bancorp USA Inc.4,021$684.1K0.00%
Point72 Asset Management, L.P.3,600$612.5K0.00%
Round Rock Advisors, LLC3,264$556.0K0.09%
MQS Management LLC2,822$480.1K0.28%
Optimize Financial Inc2,056$349.8K0.18%
Trust Point Inc.2,052$349.1K0.03%
Swiss Life Asset Management Ltd1,788$304.2K0.00%
CAPROCK Group, Inc.1,980$296.6K0.01%
HighPoint Advisor Group LLC1,725$293.5K0.01%
Dynamic Technology Lab Private Ltd1,725$293.0K0.05%
Cambridge Investment Research Advisors, Inc.1,557$265.0K0.00%
Pinnacle Wealth Management Advisory Group, LLC1,455$247.6K0.02%
Regions Financial Corp1,432$243.6K0.00%
Sage Rhino Capital LLC1,361$231.6K0.04%
Vise Technologies, Inc.1,346$229.0K0.01%
Longboard Asset Management, LP1,321$224.8K0.36%
Sheets Smith Investment Management1,233$209.8K0.14%
PVG Asset Management Corp1,233$209.8K0.77%
Empowered Funds, LLC1,226$208.6K0.00%
Harvest Fund Management Co., Ltd1,224$208.0K0.01%
Capstone Investment Advisors, LLC1,182$201.1K0.00%
Hartline Investment Corp1,178$200.4K0.02%
Walleye Capital LLC987$167.9K0.00%
Rockefeller Capital Management L.P.903$153.8K0.00%
Quest Partners LLC890$151.4K0.01%
Wexford Capital LP779$132.5K0.04%
GWM Advisors LLC387$65.8K0.00%
Advisory Services Network, LLC381$64.8K0.00%
USA Financial Portformulas Corp316$53.8K0.01%
Salomon & Ludwin, LLC264$45.9K0.00%
Measured Wealth Private Client Group, LLC212$36.1K0.01%
Cullen/Frost Bankers, Inc.138$23.5K0.00%
Root Financial Partners, LLC79$13.4K0.00%
Wealthspire Advisors, LLC55$9.36K0.00%
Optiver Holding B.V.48$8.17K0.00%
Mather Group, LLC.35$5.96K0.00%
Retirement Wealth Solutions LLC30$5.11K0.00%
Plante Moran Financial Advisors, LLC15$2.55K0.00%
Wealth Watch Advisors, INC8$1.36K0.00%
Cloud Capital Management, LLC9$1.00K0.00%
First Horizon Corp5$8510.00%
Raffa Wealth Management, LLC5$8510.00%
JPL Wealth Management, LLC5$8510.00%
Rossby Financial, LCC4$7050.00%
Cedar Mountain Advisors, LLC3$5100.00%
Activest Wealth Management1$1250.00%

Sold out (34)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (5)

Institutions that held Advanced Energy Industries Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank443,515$58.8M
Avantax Advisory Services, Inc.20,451$2.71M
CIBC World Markets Corp4,648$615.9K
First Horizon Advisors, Inc.549$72.7K
Parkworth Wealth Management, Inc.1$133