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, Q3 2025
Institutional positions in Advanced Energy Industries Inc as of Sep 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
- 401
- +34 vs. Q2 2025
- Shares held
- 40.1M
- +713.5K (+1.8%) vs. Q2 2025
- Total value
- $6.81B
- +$1.59B (+30.6%) vs. Q2 2025
- New holders
- 68
- 145 more added
- Sold out
- 34
- 144 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartline Investment Corp | 1,178 | $200.4K | 0.02% | +1,178 | New |
| Capstone Investment Advisors, LLC | 1,182 | $201.1K | 0.00% | +1,182 | New |
| Hilltop National Bank | 1,193 | $203.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,197 | $203.7K | 0.01% | −3,000−71.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,224 | $208.0K | 0.01% | +1,224 | New |
| Empowered Funds, LLC | 1,226 | $208.6K | 0.00% | +1,226 | New |
| PVG Asset Management Corp | 1,233 | $209.8K | 0.77% | +1,233 | New |
| Sheets Smith Investment Management | 1,233 | $209.8K | 0.14% | +1,233 | New |
| Longboard Asset Management, LP | 1,321 | $224.8K | 0.36% | +1,321 | New |
| Vise Technologies, Inc. | 1,346 | $229.0K | 0.01% | +1,346 | New |
| Graham Capital Management, L.P. | 1,356 | $230.7K | 0.01% | −3,143−69.9% | Reduced |
| Sage Rhino Capital LLC | 1,361 | $231.6K | 0.04% | +1,361 | New |
| Peapack Gladstone Financial Corp | 1,392 | $237.0K | 0.00% | −419−23.1% | Reduced |
| Bessemer Group Inc | 1,397 | $238.0K | 0.00% | +1,163+497.0% | Added |
| Regions Financial Corp | 1,432 | $243.6K | 0.00% | +1,432 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,455 | $247.6K | 0.02% | +1,455 | New |
| Assetmark, Inc | 1,534 | $261.0K | 0.00% | −202−11.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,542 | $262.4K | 0.00% | −3−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,557 | $265.0K | 0.00% | +1,557 | New |
| Shelton Capital Management | 1,565 | $266.3K | 0.01% | −21,040−93.1% | Reduced |
| Quadrant Capital Group LLC | 1,572 | $267.5K | 0.01% | +6+0.4% | Added |
| Ellevest, Inc. | 1,643 | $279.5K | 0.04% | −578−26.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,650 | $280.7K | 0.01% | −2,564−60.8% | Reduced |
| Inceptionr LLC | 1,685 | $286.7K | 0.07% | −537−24.2% | Reduced |
| Profund Advisors LLC | 1,696 | $288.6K | 0.01% | −38−2.2% | Reduced |
| Savvy Advisors, Inc. | 1,704 | $290.0K | 0.01% | +173+11.3% | Added |
| Dynamic Technology Lab Private Ltd | 1,725 | $293.0K | 0.05% | +1,725 | New |
| HighPoint Advisor Group LLC | 1,725 | $293.5K | 0.01% | +1,725 | New |
| CAPROCK Group, Inc. | 1,980 | $296.6K | 0.01% | +1,980 | New |
| RSM US Wealth Management LLC | 1,749 | $297.5K | 0.00% | −2,305−56.9% | Reduced |
| Swiss Life Asset Management Ltd | 1,788 | $304.2K | 0.00% | +1,788 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,811 | $308.1K | 0.00% | −721−28.5% | Reduced |
| CWM, LLC | 1,847 | $314.0K | 0.00% | +42+2.3% | Added |
| D.A. Davidson & Co. | 1,860 | $316.5K | 0.00% | +63+3.5% | Added |
| David J Yvars Group | 2,005 | $341.1K | 0.18% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,018 | $343.0K | 0.00% | −7,364−78.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,029 | $345.2K | 0.01% | −435−17.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,040 | $347.1K | 0.08% | 00.0% | Unchanged |
| Trust Point Inc. | 2,052 | $349.1K | 0.03% | +2,052 | New |
| Optimize Financial Inc | 2,056 | $349.8K | 0.18% | +2,056 | New |
| Moloney Securities Asset Management, LLC | 2,156 | $366.9K | 0.04% | −494−18.6% | Reduced |
| Howe & Rusling Inc | 2,169 | $369.0K | 0.03% | −273−11.2% | Reduced |
| Mercer Global Advisors Inc | 2,196 | $373.6K | 0.00% | +676+44.5% | Added |
| Blair William & Co | 2,221 | $377.9K | 0.00% | +311+16.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,225 | $378.6K | 0.00% | −2,353−51.4% | Reduced |
| Ifrah Financial Services, Inc. | 2,246 | $382.1K | 0.10% | −84−3.6% | Reduced |
| GAMMA Investing LLC | 2,265 | $385.4K | 0.02% | +275+13.8% | Added |
| Mackenzie Financial Corp | 2,370 | $403.2K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,430 | $413.4K | 0.19% | +241+11.0% | Added |
| CIBC Asset Management Inc | 2,448 | $416.5K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,458 | $418.2K | 0.00% | +252+11.4% | Added |
| Freestone Capital Holdings, LLC | 2,690 | $457.7K | 0.01% | +17+0.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $458.7K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,722 | $463.1K | 0.05% | −223−7.6% | Reduced |
| Everence Capital Management Inc | 2,780 | $473.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,791 | $474.9K | 0.01% | +617+28.4% | Added |
| Resources Investment Advisors, LLC. | 2,817 | $479.3K | 0.00% | +894+46.5% | Added |
| MQS Management LLC | 2,822 | $480.1K | 0.28% | +2,822 | New |
| Integrated Investment Consultants, LLC | 2,838 | $482.9K | 0.08% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,872 | $488.6K | 0.13% | −3,094−51.9% | Reduced |
| Baron Wealth Management LLC | 2,877 | $489.5K | 0.16% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,941 | $500.4K | 0.01% | −4,216−58.9% | Reduced |
| Evergreen Capital Management LLC | 2,941 | $500.4K | 0.01% | +1,097+59.5% | Added |
| Xponance, Inc. | 2,958 | $503.3K | 0.00% | +25+0.9% | Added |
| Bokf, NA | 2,961 | $503.8K | 0.01% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 3,151 | $536.1K | 0.02% | −660−17.3% | Reduced |
| Sandler Capital Management | 3,227 | $549.0K | 0.20% | −25,404−88.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,232 | $549.9K | 0.01% | +97+3.1% | Added |
| Round Rock Advisors, LLC | 3,264 | $556.0K | 0.09% | +3,264 | New |
| New Age Alpha Advisors, LLC | 3,340 | $568.3K | 0.02% | −99−2.9% | Reduced |
| Occudo Quantitative Strategies LP | 3,371 | $573.5K | 0.07% | −6,120−64.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,400 | $578.0K | 0.17% | −6−0.2% | Reduced |
| Canada Pension Plan Investment Board | 3,400 | $578.5K | 0.00% | −1,700−33.3% | Reduced |
| Janney Montgomery Scott LLC | 3,431 | $584.0K | 0.00% | +71+2.1% | Added |
| Commerce Bank | 3,435 | $584.4K | 0.00% | +35+1.0% | Added |
| State of Wisconsin Investment Board | 3,590 | $610.8K | 0.00% | +5+0.1% | Added |
| Point72 Asset Management, L.P. | 3,600 | $612.5K | 0.00% | +3,600 | New |
| Toroso Investments, LLC | 3,658 | $622.4K | 0.00% | +1,792+96.0% | Added |
| STRS Ohio | 3,900 | $663.5K | 0.00% | +300+8.3% | Added |
| Pitcairn Co | 3,902 | $663.9K | 0.05% | −237−5.7% | Reduced |
| CIBC Bancorp USA Inc. | 4,021 | $684.1K | 0.00% | +4,021 | New |
| Citadel Advisors LLC | 4,028 | $685.3K | 0.00% | −73,873−94.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,368 | $756.0K | 0.00% | +468+12.0% | Added |
| Public Employees Retirement Association of Colorado | 4,452 | $757.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,485 | $763.1K | 0.22% | +194+4.5% | Added |
| Vontobel Holding Ltd. | 4,505 | $766.5K | 0.00% | −1,592−26.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,542 | $772.8K | 0.01% | −32,840−87.8% | Reduced |
| Connable Office Inc | 4,543 | $772.9K | 0.07% | −106−2.3% | Reduced |
| Susquehanna International Group, LLP | 4,577 | $778.7K | 0.00% | −41,164−90.0% | Reduced |
| Burney Co | 4,610 | $784.3K | 0.02% | −200−4.2% | Reduced |
| First Citizens Bank & Trust Co | 4,681 | $796.4K | 0.02% | −286−5.8% | Reduced |
| Robotti Robert | 4,725 | $803.9K | 0.14% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,782 | $813.6K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,814 | $819.1K | 0.00% | −35,576−88.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,432 | $841.7K | 0.00% | +1,694+45.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,043 | $856.4K | 0.01% | −438−8.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,068 | $862.3K | 0.06% | +4,339+595.2% | Added |
| Nisa Investment Advisors, LLC | 5,089 | $865.8K | 0.00% | +113+2.3% | Added |
| QRG Capital Management, Inc. | 5,099 | $867.5K | 0.01% | +108+2.2% | Added |
| Ethic Inc. | 5,178 | $881.0K | 0.01% | −364−6.6% | Reduced |