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, 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 | 683 | $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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 5,268 | $896.2K | 0.01% | +435+9.0% | Added |
| Ethic Inc. | 5,178 | $881.0K | 0.01% | −364−6.6% | Reduced |
| QRG Capital Management, Inc. | 5,099 | $867.5K | 0.01% | +108+2.2% | Added |
| Nisa Investment Advisors, LLC | 5,089 | $865.8K | 0.00% | +113+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 5,068 | $862.3K | 0.06% | +4,339+595.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,043 | $856.4K | 0.01% | −438−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,432 | $841.7K | 0.00% | +1,694+45.3% | Added |
| Marshall Wace, LLP | 4,814 | $819.1K | 0.00% | −35,576−88.1% | Reduced |
| Flputnam Investment Management Co | 4,782 | $813.6K | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 4,725 | $803.9K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,681 | $796.4K | 0.02% | −286−5.8% | Reduced |
| Burney Co | 4,610 | $784.3K | 0.02% | −200−4.2% | Reduced |
| Susquehanna International Group, LLP | 4,577 | $778.7K | 0.00% | −41,164−90.0% | Reduced |
| Connable Office Inc | 4,543 | $772.9K | 0.07% | −106−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,542 | $772.8K | 0.01% | −32,840−87.8% | Reduced |
| Vontobel Holding Ltd. | 4,505 | $766.5K | 0.00% | −1,592−26.1% | Reduced |
| Bridgefront Capital, LLC | 4,485 | $763.1K | 0.22% | +194+4.5% | Added |
| Public Employees Retirement Association of Colorado | 4,452 | $757.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,368 | $756.0K | 0.00% | +468+12.0% | Added |
| Citadel Advisors LLC | 4,028 | $685.3K | 0.00% | −73,873−94.8% | Reduced |
| CIBC Bancorp USA Inc. | 4,021 | $684.1K | 0.00% | +4,021 | New |
| Pitcairn Co | 3,902 | $663.9K | 0.05% | −237−5.7% | Reduced |
| STRS Ohio | 3,900 | $663.5K | 0.00% | +300+8.3% | Added |
| Toroso Investments, LLC | 3,658 | $622.4K | 0.00% | +1,792+96.0% | Added |
| Point72 Asset Management, L.P. | 3,600 | $612.5K | 0.00% | +3,600 | New |
| State of Wisconsin Investment Board | 3,590 | $610.8K | 0.00% | +5+0.1% | Added |
| Commerce Bank | 3,435 | $584.4K | 0.00% | +35+1.0% | Added |
| Janney Montgomery Scott LLC | 3,431 | $584.0K | 0.00% | +71+2.1% | Added |
| Canada Pension Plan Investment Board | 3,400 | $578.5K | 0.00% | −1,700−33.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,400 | $578.0K | 0.17% | −6−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 3,371 | $573.5K | 0.07% | −6,120−64.5% | Reduced |
| New Age Alpha Advisors, LLC | 3,340 | $568.3K | 0.02% | −99−2.9% | Reduced |
| Round Rock Advisors, LLC | 3,264 | $556.0K | 0.09% | +3,264 | New |
| Ronald Blue Trust, Inc. | 3,232 | $549.9K | 0.01% | +97+3.1% | Added |
| Sandler Capital Management | 3,227 | $549.0K | 0.20% | −25,404−88.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,151 | $536.1K | 0.02% | −660−17.3% | Reduced |
| Bokf, NA | 2,961 | $503.8K | 0.01% | +10.0% | Added |
| Xponance, Inc. | 2,958 | $503.3K | 0.00% | +25+0.9% | Added |
| 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 |
| Baron Wealth Management LLC | 2,877 | $489.5K | 0.16% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,872 | $488.6K | 0.13% | −3,094−51.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,838 | $482.9K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 2,822 | $480.1K | 0.28% | +2,822 | New |
| Resources Investment Advisors, LLC. | 2,817 | $479.3K | 0.00% | +894+46.5% | Added |
| Coldstream Capital Management Inc | 2,791 | $474.9K | 0.01% | +617+28.4% | Added |
| Everence Capital Management Inc | 2,780 | $473.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,722 | $463.1K | 0.05% | −223−7.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $458.7K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,690 | $457.7K | 0.01% | +17+0.6% | Added |
| Baird Financial Group, Inc. | 2,458 | $418.2K | 0.00% | +252+11.4% | Added |
| CIBC Asset Management Inc | 2,448 | $416.5K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,430 | $413.4K | 0.19% | +241+11.0% | Added |
| Mackenzie Financial Corp | 2,370 | $403.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,265 | $385.4K | 0.02% | +275+13.8% | Added |
| Ifrah Financial Services, Inc. | 2,246 | $382.1K | 0.10% | −84−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,225 | $378.6K | 0.00% | −2,353−51.4% | Reduced |
| Blair William & Co | 2,221 | $377.9K | 0.00% | +311+16.3% | Added |
| Mercer Global Advisors Inc | 2,196 | $373.6K | 0.00% | +676+44.5% | Added |
| Howe & Rusling Inc | 2,169 | $369.0K | 0.03% | −273−11.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,156 | $366.9K | 0.04% | −494−18.6% | Reduced |
| Optimize Financial Inc | 2,056 | $349.8K | 0.18% | +2,056 | New |
| Trust Point Inc. | 2,052 | $349.1K | 0.03% | +2,052 | New |
| Compton Wealth Advisory Group, LLC | 2,040 | $347.1K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,029 | $345.2K | 0.01% | −435−17.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,018 | $343.0K | 0.00% | −7,364−78.5% | Reduced |
| David J Yvars Group | 2,005 | $341.1K | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,860 | $316.5K | 0.00% | +63+3.5% | Added |
| CWM, LLC | 1,847 | $314.0K | 0.00% | +42+2.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,811 | $308.1K | 0.00% | −721−28.5% | Reduced |
| Swiss Life Asset Management Ltd | 1,788 | $304.2K | 0.00% | +1,788 | New |
| RSM US Wealth Management LLC | 1,749 | $297.5K | 0.00% | −2,305−56.9% | Reduced |
| CAPROCK Group, Inc. | 1,980 | $296.6K | 0.01% | +1,980 | New |
| HighPoint Advisor Group LLC | 1,725 | $293.5K | 0.01% | +1,725 | New |
| Dynamic Technology Lab Private Ltd | 1,725 | $293.0K | 0.05% | +1,725 | New |
| Savvy Advisors, Inc. | 1,704 | $290.0K | 0.01% | +173+11.3% | Added |
| Profund Advisors LLC | 1,696 | $288.6K | 0.01% | −38−2.2% | Reduced |
| Inceptionr LLC | 1,685 | $286.7K | 0.07% | −537−24.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,650 | $280.7K | 0.01% | −2,564−60.8% | Reduced |
| Ellevest, Inc. | 1,643 | $279.5K | 0.04% | −578−26.0% | Reduced |
| Quadrant Capital Group LLC | 1,572 | $267.5K | 0.01% | +6+0.4% | Added |
| Shelton Capital Management | 1,565 | $266.3K | 0.01% | −21,040−93.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,557 | $265.0K | 0.00% | +1,557 | New |
| Sequoia Financial Advisors, LLC | 1,542 | $262.4K | 0.00% | −3−0.2% | Reduced |
| Assetmark, Inc | 1,534 | $261.0K | 0.00% | −202−11.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,455 | $247.6K | 0.02% | +1,455 | New |
| Regions Financial Corp | 1,432 | $243.6K | 0.00% | +1,432 | New |
| Bessemer Group Inc | 1,397 | $238.0K | 0.00% | +1,163+497.0% | Added |
| Peapack Gladstone Financial Corp | 1,392 | $237.0K | 0.00% | −419−23.1% | Reduced |
| Sage Rhino Capital LLC | 1,361 | $231.6K | 0.04% | +1,361 | New |
| Graham Capital Management, L.P. | 1,356 | $230.7K | 0.01% | −3,143−69.9% | Reduced |
| Vise Technologies, Inc. | 1,346 | $229.0K | 0.01% | +1,346 | New |
| Longboard Asset Management, LP | 1,321 | $224.8K | 0.36% | +1,321 | New |
| Sheets Smith Investment Management | 1,233 | $209.8K | 0.14% | +1,233 | New |
| PVG Asset Management Corp | 1,233 | $209.8K | 0.77% | +1,233 | New |
| Empowered Funds, LLC | 1,226 | $208.6K | 0.00% | +1,226 | New |
| Harvest Fund Management Co., Ltd | 1,224 | $208.0K | 0.01% | +1,224 | New |
| Tower Research Capital LLC (TRC) | 1,197 | $203.7K | 0.01% | −3,000−71.5% | Reduced |
| Hilltop National Bank | 1,193 | $203.0K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,182 | $201.1K | 0.00% | +1,182 | New |