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, Q4 2025
Institutional positions in Advanced Energy Industries Inc as of Dec 31, 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
- 465
- +71 vs. Q3 2025
- Shares held
- 41.1M
- +1.02M (+2.5%) vs. Q3 2025
- Total value
- $8.61B
- +$1.80B (+26.4%) vs. Q3 2025
- New holders
- 105
- 159 more added
- Sold out
- 34
- 157 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,085,026 | $1.27B | 0.02% | +365,741+6.4% | Added |
| Vanguard Group Inc | 4,737,657 | $991.9M | 0.01% | −135,358−2.8% | Reduced |
| FMR LLC | 1,872,621 | $392.1M | 0.02% | −859,605−31.5% | Reduced |
| Ameriprise Financial Inc | 1,642,153 | $343.8M | 0.08% | −170,533−9.4% | Reduced |
| Invesco Ltd. | 1,574,009 | $329.6M | 0.03% | −22,540−1.4% | Reduced |
| State Street Corp | 1,537,888 | $322.0M | 0.01% | −93,907−5.8% | Reduced |
| Earnest Partners LLC | 1,408,368 | $294.9M | 1.26% | −133,599−8.7% | Reduced |
| Geode Capital Management, LLC | 956,979 | $200.4M | 0.01% | +28,549+3.1% | Added |
| Bank of America Corp | 909,748 | $190.5M | 0.01% | +21,498+2.4% | Added |
| Neuberger Berman Group LLC | 753,753 | $157.8M | 0.12% | −187,327−19.9% | Reduced |
| GW&K Investment Management, LLC | 681,560 | $142.7M | 1.23% | −18,220−2.6% | Reduced |
| Dimensional Fund Advisors LP | 678,901 | $142.2M | 0.03% | −67,349−9.0% | Reduced |
| Norges Bank | 589,400 | $123.4M | 0.01% | +589,400 | New |
| Principal Financial Group Inc | 579,542 | $121.3M | 0.06% | −20,632−3.4% | Reduced |
| Massachusetts Financial Services Co | 566,418 | $118.6M | 0.04% | −153,449−21.3% | Reduced |
| Alliancebernstein L.P. | 563,547 | $118.0M | 0.04% | +517,796+1,131.8% | Added |
| Goldman Sachs Group Inc | 532,565 | $111.5M | 0.02% | +162,613+44.0% | Added |
| Loomis Sayles & Co L P | 489,500 | $102.5M | 0.12% | −38,380−7.3% | Reduced |
| Franklin Resources Inc | 487,494 | $102.1M | 0.03% | +173,836+55.4% | Added |
| Charles Schwab Investment Management Inc | 471,510 | $98.7M | 0.02% | −12,624−2.6% | Reduced |
| Analog Century Management LP | 463,939 | $97.1M | 4.78% | −3,362−0.7% | Reduced |
| Wellington Management Group LLP | 427,898 | $89.6M | 0.02% | +133,008+45.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 427,674 | $89.5M | 0.30% | +404,356+1,734.1% | Added |
| Northern Trust Corp | 404,083 | $84.6M | 0.01% | −18,093−4.3% | Reduced |
| Fisher Asset Management, LLC | 394,186 | $82.5M | 0.03% | +104,661+36.1% | Added |
| Morgan Stanley | 391,641 | $82.0M | 0.00% | +42,612+12.2% | Added |
| Silvercrest Asset Management Group LLC | 382,562 | $80.1M | 0.55% | −78,762−17.1% | Reduced |
| Snyder Capital Management L P | 323,075 | $67.6M | 1.26% | −46,669−12.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 320,918 | $67.2M | 1.89% | +70,130+28.0% | Added |
| Manufacturers Life Insurance Company, The | 305,139 | $63.9M | 0.05% | −154,955−33.7% | Reduced |
| Bamco Inc | 299,141 | $62.6M | 0.17% | −92,844−23.7% | Reduced |
| Channing Capital Management, LLC | 297,581 | $62.3M | 1.60% | −78,859−20.9% | Reduced |
| Wells Fargo & Company | 291,931 | $61.1M | 0.01% | −18,950−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 286,749 | $60.0M | 0.04% | +162,841+131.4% | Added |
| T. Rowe Price Investment Management, Inc. | 280,219 | $58.7M | 0.04% | +44,590+18.9% | Added |
| New York State Common Retirement Fund | 276,793 | $58.0M | 0.08% | −21,115−7.1% | Reduced |
| Bank of New York Mellon Corp | 258,372 | $54.1M | 0.01% | −35,315−12.0% | Reduced |
| Envestnet Asset Management Inc | 247,786 | $51.9M | 0.02% | −14,731−5.6% | Reduced |
| Congress Asset Management Co | 226,882 | $47.5M | 0.33% | +226,882 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 209,722 | $43.9M | 0.05% | +17,728+9.2% | Added |
| SEI Investments Co | 203,463 | $42.6M | 0.04% | −29,895−12.8% | Reduced |
| Millennium Management LLC | 201,369 | $42.2M | 0.03% | +31,572+18.6% | Added |
| UBS Group AG | 188,063 | $39.4M | 0.01% | +102,226+119.1% | Added |
| Aristotle Capital Boston, LLC | 187,854 | $39.3M | 2.16% | −45,404−19.5% | Reduced |
| Nomura Asset Management International Inc. | 178,204 | $37.3M | 0.06% | +178,204 | New |
| Sora Investors LLC | 175,528 | $36.8M | 3.16% | +144,894+473.0% | Added |
| First Trust Advisors LP | 168,116 | $35.2M | 0.03% | +33,894+25.3% | Added |
| Segall Bryant & Hamill, LLC | 159,035 | $33.3M | 0.45% | +17,073+12.0% | Added |
| Tributary Capital Management, LLC | 139,959 | $29.3M | 2.89% | −32,368−18.8% | Reduced |
| Public Sector Pension Investment Board | 130,591 | $27.3M | 0.09% | −16,305−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 124,499 | $26.1M | 0.02% | −10,947−8.1% | Reduced |
| Southernsun Asset Management, LLC | 123,450 | $25.8M | 3.61% | −48,180−28.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 121,984 | $25.5M | 1.22% | −17,832−12.8% | Reduced |
| Lord, Abbett & Co. LLC | 114,170 | $23.9M | 0.07% | −110,011−49.1% | Reduced |
| Federated Hermes, Inc. | 107,951 | $22.6M | 0.04% | +62,420+137.1% | Added |
| Rhumbline Advisers | 104,067 | $21.8M | 0.02% | −9,070−8.0% | Reduced |
| WCM Investment Management, LLC | 101,392 | $21.6M | 0.04% | +101,392 | New |
| Point72 Asset Management, L.P. | 102,192 | $21.4M | 0.03% | +98,592+2,738.7% | Added |
| Citigroup Inc | 99,719 | $20.9M | 0.01% | −44,502−30.9% | Reduced |
| Nuveen, LLC | 99,206 | $20.8M | 0.01% | −480.0% | Reduced |
| First Eagle Investment Management, LLC | 98,473 | $20.6M | 0.04% | −17,700−15.2% | Reduced |
| Qube Research & Technologies Ltd | 98,119 | $20.5M | 0.03% | +98,119 | New |
| UBS Asset Management Americas Inc | 95,785 | $20.1M | 0.00% | +2,075+2.2% | Added |
| Legal & General Group Plc | 95,136 | $19.9M | 0.00% | −4,329−4.4% | Reduced |
| Handelsbanken Fonder AB | 91,446 | $19.1M | 0.06% | +41,654+83.7% | Added |
| Pinnacle Associates Ltd | 89,568 | $18.8M | 0.24% | −5,862−6.1% | Reduced |
| Fort Washington Investment Advisors Inc | 85,162 | $17.8M | 0.09% | −15,356−15.3% | Reduced |
| Amanah Holdings Trust | 85,000 | $17.8M | 2.61% | +85,000 | New |
| Raymond James Financial Inc | 84,857 | $17.8M | 0.01% | −4,531−5.1% | Reduced |
| MetLife Investment Management | 82,991 | $17.4M | 0.08% | −31,170−27.3% | Reduced |
| G2 Investment Partners Management LLC | 82,759 | $17.3M | 4.13% | +26,715+47.7% | Added |
| Ceredex Value Advisors LLC | 79,650 | $16.7M | 0.50% | −17,100−17.7% | Reduced |
| Peregrine Capital Management LLC | 77,323 | $16.2M | 0.50% | −8,336−9.7% | Reduced |
| Bank of Montreal | 76,756 | $16.1M | 0.01% | −33,391−30.3% | Reduced |
| Swiss National Bank | 74,300 | $15.6M | 0.01% | +1,300+1.8% | Added |
| Ardsley Advisory Partners LP | 73,000 | $15.3M | 1.95% | +28,500+64.0% | Added |
| Deutsche Bank AG | 72,277 | $15.1M | 0.00% | −4,953−6.4% | Reduced |
| Price T Rowe Associates Inc | 70,145 | $14.7M | 0.00% | +35,641+103.3% | Added |
| JPMorgan Chase & Co | 68,193 | $14.3M | 0.00% | −173,489−71.8% | Reduced |
| California Public Employees Retirement System | 65,758 | $13.8M | 0.01% | −1,601−2.4% | Reduced |
| Dana Investment Advisors, Inc. | 64,236 | $13.4M | 0.39% | +6,715+11.7% | Added |
| Barclays PLC | 61,058 | $12.8M | 0.01% | +4,065+7.1% | Added |
| Freestone Grove Partners LP | 57,531 | $12.0M | 0.09% | +15,578+37.1% | Added |
| New York State Teachers Retirement System | 57,072 | $11.9M | 0.02% | −100−0.2% | Reduced |
| Natixis Advisors, L.P. | 54,431 | $11.4M | 0.02% | +14,534+36.4% | Added |
| Fiera Capital Corp | 54,369 | $11.4M | 0.04% | +11,035+25.5% | Added |
| Prudential Financial Inc | 54,103 | $11.3M | 0.01% | +16,475+43.8% | Added |
| Compass Wealth Management LLC | 53,116 | $11.1M | 2.77% | −6,708−11.2% | Reduced |
| Royce & Associates LP | 51,076 | $10.7M | 0.11% | −10,500−17.1% | Reduced |
| Crawford Investment Counsel Inc | 50,883 | $10.7M | 0.18% | −9,440−15.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,744 | $10.4M | 0.03% | +22,391+81.9% | Added |
| EAM Investors, LLC | 49,169 | $10.3M | 1.15% | −984−2.0% | Reduced |
| Castleark Management LLC | 49,133 | $10.3M | 0.30% | +1,420+3.0% | Added |
| Creative Planning | 43,844 | $9.18M | 0.01% | +7,037+19.1% | Added |
| LPL Financial LLC | 43,682 | $9.15M | 0.00% | +6,068+16.1% | Added |
| Atom Investors LP | 41,372 | $8.66M | 0.69% | +41,372 | New |
| Bessemer Group Inc | 40,599 | $8.50M | 0.01% | +39,202+2,806.2% | Added |
| Oberweis Asset Management Inc | 39,700 | $8.31M | 0.30% | −30,000−43.0% | Reduced |
| Royal Bank of Canada | 39,485 | $8.27M | 0.00% | +5,922+17.6% | Added |
| Mutual of America Capital Management LLC | 38,968 | $8.16M | 0.09% | −133−0.3% | Reduced |