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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.

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.

Institutional holdersQ3 2025: 401 institutions
Q1 2021: 299 institutionsQ2 2021: 278 institutionsQ3 2021: 258 institutionsQ4 2021: 271 institutionsQ1 2022: 269 institutionsQ2 2022: 261 institutionsQ3 2022: 275 institutionsQ4 2022: 306 institutionsQ1 2023: 288 institutionsQ2 2023: 291 institutionsQ3 2023: 296 institutionsQ4 2023: 291 institutionsQ1 2024: 311 institutionsQ2 2024: 306 institutionsQ3 2024: 316 institutionsQ4 2024: 319 institutionsQ1 2025: 355 institutionsQ2 2025: 372 institutionsQ3 2025: 401 institutionsQ4 2025: 465 institutionsQ1 2026: 580 institutionsQ2 2026: 683 institutions
Value heldQ3 2025: $6.81B
Q1 2021: $4.02BQ2 2021: $4.22BQ3 2021: $3.23BQ4 2021: $3.34BQ1 2022: $3.22BQ2 2022: $2.70BQ3 2022: $2.88BQ4 2022: $3.20BQ1 2023: $3.67BQ2 2023: $4.21BQ3 2023: $3.97BQ4 2023: $4.36BQ1 2024: $4.00BQ2 2024: $4.33BQ3 2024: $4.18BQ4 2024: $4.73BQ1 2025: $3.83BQ2 2025: $5.28BQ3 2025: $6.81BQ4 2025: $8.61BQ1 2026: $13.2BQ2 2026: $15.0B
Institutions holding AEIS and their total value by quarter
QuarterHoldersValue
Q2 2026683$15.0B
Q1 2026580$13.2B
Q4 2025465$8.61B
Q3 2025401$6.81B
Q2 2025372$5.28B
Q1 2025355$3.83B
Q4 2024319$4.73B
Q3 2024316$4.18B
Q2 2024306$4.33B
Q1 2024311$4.00B
Q4 2023291$4.36B
Q3 2023296$3.97B
Q2 2023291$4.21B
Q1 2023288$3.67B
Q4 2022306$3.20B
Q3 2022275$2.88B
Q2 2022261$2.70B
Q1 2022269$3.22B
Q4 2021271$3.34B
Q3 2021258$3.23B
Q2 2021278$4.22B
Q1 2021299$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.

Institutions holding AEIS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hartline Investment Corp1,178$200.4K0.02%+1,178New
Signaturefd, LLC1,169$198.9K0.00%+34+3.0%Added
Steward Partners Investment Advisory, LLC1,155$196.5K0.00%+17+1.5%Added
KBC Group NV1,144$195.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,146$191.1K0.01%+99+9.5%Added
Globeflex Capital L P1,103$187.7K0.03%+1,048+1,905.5%Added
Principal Securities, Inc.1,062$180.7K0.00%+174+19.6%Added
Walleye Capital LLC987$167.9K0.00%+987New
Versant Capital Management, Inc956$162.7K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.906$154.1K0.00%+634+233.1%Added
Rockefeller Capital Management L.P.903$153.8K0.00%+903New
Quest Partners LLC890$151.4K0.01%+890New
CIBC Private Wealth Group, LLC848$144.3K0.00%+847+84,700.0%Added
Advisors Asset Management, Inc.832$141.6K0.00%+171+25.9%Added
Wexford Capital LP779$132.5K0.04%+779New
Cornerstone Planning Group LLC519$132.3K0.02%+516+17,200.0%Added
Central Pacific Bank - Trust Division760$129.3K0.02%−460−37.7%Reduced
Fifth Third Bancorp676$115.0K0.00%+79+13.2%Added
Allworth Financial LP582$99.0K0.00%+49+9.2%Added
Huntington National Bank541$92.0K0.00%+68+14.4%Added
Shell Asset Management Co519$88.0K0.01%−761−59.5%Reduced
Parallel Advisors, LLC429$73.0K0.00%+1+0.2%Added
GWM Advisors LLC387$65.8K0.00%+387New
Public Employees Retirement System of Ohio385$65.5K0.00%−21−5.2%Reduced
Advisory Services Network, LLC381$64.8K0.00%+381New
EverSource Wealth Advisors, LLC374$63.6K0.00%+62+19.9%Added
MAI Capital Management373$63.5K0.00%−114−23.4%Reduced
Manchester Capital Management LLC325$55.3K0.01%00.0%Unchanged
Umb Bank N A325$55.3K0.00%+12+3.8%Added
USA Financial Portformulas Corp316$53.8K0.01%+316New
Salomon & Ludwin, LLC264$45.9K0.00%+264New
Measured Wealth Private Client Group, LLC212$36.1K0.01%+212New
Danske Bank A/S200$34.0K0.00%00.0%Unchanged
Leonteq Securities AG193$32.8K0.00%+176+1,035.3%Added
Farther Finance Advisors, LLC173$29.4K0.00%+116+203.5%Added
Parkside Financial Bank & Trust158$26.9K0.00%+2+1.3%Added
Private Trust Co NA152$25.9K0.00%+73+92.4%Added
Archer Investment Corp150$25.5K0.01%00.0%Unchanged
Massmutual Trust Co FSB143$24.3K0.00%−1−0.7%Reduced
WFA of San Diego, LLC140$23.8K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.138$23.5K0.00%+138New
Proathlete Wealth Management LLC137$23.4K0.01%00.0%Unchanged
Hantz Financial Services, Inc.136$23.0K0.00%+99+267.6%Added
Jones Financial Companies LLLP138$23.0K0.00%+101+273.0%Added
Rise Advisors, LLC101$17.2K0.01%+4+4.1%Added
Sterling Capital Management LLC92$15.7K0.00%+1+1.1%Added
Larson Financial Group LLC89$15.1K0.00%+88+8,800.0%Added
Covestor Ltd86$15.0K0.01%+85+8,500.0%Added
Bare Financial Services, Inc86$14.6K0.00%+12+16.2%Added
Millstone Evans Group, LLC85$14.5K0.01%00.0%Unchanged
Hemington Wealth Management86$14.0K0.00%+3+3.6%Added
Root Financial Partners, LLC79$13.4K0.00%+79New
Global Retirement Partners, LLC76$12.9K0.00%+7+10.1%Added
True Wealth Design, LLC72$12.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72$12.3K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.60$10.2K0.00%00.0%Unchanged
Wealthspire Advisors, LLC55$9.36K0.00%+55New
WealthCollab, LLC52$8.85K0.00%00.0%Unchanged
Optiver Holding B.V.48$8.17K0.00%+48New
SBI Securities Co., Ltd.42$7.15K0.00%−19−31.1%Reduced
MJT & Associates Financial Advisory Group, Inc.40$6.81K0.01%00.0%Unchanged
High Note Wealth, LLC37$6.29K0.00%−3−7.5%Reduced
Rothschild Investment LLC35$5.96K0.00%−10−22.2%Reduced
Mather Group, LLC.35$5.96K0.00%+35New
Clearstead Advisors, LLC33$5.62K0.00%−2,141−98.5%Reduced
Isthmus Partners, LLC30,058$5.11K0.00%+443+1.5%Added
Retirement Wealth Solutions LLC30$5.11K0.00%+30New
IFP Advisors, Inc30$5.10K0.00%+30Added
Truvestments Capital LLC28$4.76K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc24$4.08K0.00%−2−7.7%Reduced
Atlantic Edge Private Wealth Management, LLC23$3.91K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC21$3.57K0.00%00.0%Unchanged
Atlantic Trust, LLC20$3.40K0.00%00.0%Unchanged
Montag A & Associates Inc20$3.38K0.00%+7+53.8%Added
Bell Investment Advisors, Inc19$3.23K0.00%−42−68.9%Reduced
Rialto Wealth Management, LLC17$2.89K0.00%00.0%Unchanged
Hughes Financial Services, LLC12$2.63K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC15$2.55K0.00%+15New
Fortitude Family Office, LLC11$1.87K0.00%+2+22.2%Added
JFS Wealth Advisors, LLC10$1.70K0.00%+1+11.1%Added
Financial Network Wealth Advisors LLC10$1.70K0.00%00.0%Unchanged
Essential Partners LLC9$1.53K0.00%+6+200.0%Added
Wealth Watch Advisors, INC8$1.36K0.00%+8New
Private Wealth Management Group, LLC7$1.19K0.00%00.0%Unchanged
UMA Financial Services, Inc.6$1.02K0.00%00.0%Unchanged
CVA Family Office, LLC6$1.02K0.00%00.0%Unchanged
Cloud Capital Management, LLC9$1.00K0.00%+9New
DiNuzzo Private Wealth, Inc.6$8990.00%00.0%Unchanged
Tortoise Investment Management, LLC5$8510.00%+4+400.0%Added
First Horizon Corp5$8510.00%+5New
Raffa Wealth Management, LLC5$8510.00%+5New
JPL Wealth Management, LLC5$8510.00%+5New
Rossby Financial, LCC4$7050.00%+4New
Bay Harbor Wealth Management, LLC4$6800.00%+2+100.0%Added
Cedar Mountain Advisors, LLC3$5100.00%+3New
SJS Investment Consulting Inc.2$3410.00%00.0%Unchanged
Abound Wealth Management2$3410.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$3400.00%00.0%Unchanged
HFM Investment Advisors, LLC2$3400.00%00.0%Unchanged
Activest Wealth Management1$1250.00%+1New