Advanced Energy Industries Inc

AEIS

Exchange: Nasdaq
Industry: Electronic Components, NEC
SEC CIK: 0000927003

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Advanced Energy Industries Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of AEIS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	401	7	465	+71
Shares	40.1M	22.1K	41.1M	+1.02M (+2.5%)
Value	$6.81B	$3.75M	$8.61B	+$1.80B (+26.4%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 105 by value.

Institutions new to AEIS in Q4 2025
Institution	Shares	Value	% of portfolio
Norges Bank	589,400	$123.4M	0.01%
Congress Asset Management Co	226,882	$47.5M	0.33%
Nomura Asset Management International Inc.	178,204	$37.3M	0.06%
WCM Investment Management, LLC	101,392	$21.6M	0.04%
Qube Research & Technologies Ltd	98,119	$20.5M	0.03%
Amanah Holdings Trust	85,000	$17.8M	2.61%
Atom Investors LP	41,372	$8.66M	0.69%
Andar Capital Management HK Ltd	18,950	$3.97M	4.28%
4D Advisors, LLC	15,000	$3.14M	1.72%
Acadian Asset Management LLC	13,959	$2.92M	0.00%
B. Metzler seel. Sohn & Co. AG	12,451	$2.61M	0.02%
Weiss Asset Management LP	10,168	$2.13M	0.03%
Campbell Newman Asset Management Inc	9,334	$1.95M	0.14%
Integrated Quantitative Investments LLC	8,944	$1.87M	0.40%
Pinnacle Financial Partners, Inc.	8,563	$1.79M	0.01%
Merit Financial Group, LLC	8,542	$1.79M	0.01%
Fieldview Capital Management, LLC	8,396	$1.76M	0.30%
Jennison Associates LLC	7,952	$1.66M	0.00%
Jefferies Financial Group Inc.	7,650	$1.60M	0.01%
Hollencrest Capital Management	5,542	$1.16M	0.04%
Wolverine Asset Management LLC	5,289	$1.11M	0.02%
IAM Advisory, LLC	5,132	$1.07M	0.24%
Virtu Financial LLC	5,131	$1.07M	0.04%
Vestmark Advisory Solutions, Inc.	4,930	$1.03M	0.01%
Glenmede Trust Co NA	4,470	$935.9K	0.00%
Picton Mahoney Asset Management	4,297	$899.7K	0.01%
Guggenheim Capital LLC	3,467	$725.9K	0.01%
Keybank National Association	3,076	$644.0K	0.00%
Callan Family Office, LLC	2,798	$585.8K	0.01%
Entropy Technologies, LP	2,759	$577.7K	0.03%
CIBC World Markets Corp	2,496	$522.6K	0.00%
Allspring Global Investments Holdings, LLC	2,279	$505.9K	0.00%
Abel Hall, LLC	2,214	$463.5K	0.11%
Jump Financial, LLC	2,200	$460.6K	0.01%
FORA Capital, LLC	2,179	$432.6K	0.05%
Norden Group LLC	2,032	$425.4K	0.04%
Skopos Labs, Inc.	1,804	$391.9K	0.02%
Mirabella Financial Services LLP	1,758	$368.1K	0.04%
Two Sigma Securities, LLC	1,699	$355.7K	0.05%
Legacy Wealth Asset Management, LLC	1,604	$335.8K	0.08%
Portside Wealth Group, LLC	1,434	$300.2K	0.04%
Kestra Advisory Services, LLC	1,433	$300.1K	0.00%
Anb Bank	1,399	$292.9K	0.12%
Forum Financial Management, LP	1,310	$274.3K	0.00%
Sowell Financial Services LLC	1,249	$261.5K	0.01%
Ares Systematic Credit Ltd	1,225	$256.5K	0.21%
Journey Retirement Planning & Investment Management LLC	1,191	$249.4K	0.05%
Journey Strategic Wealth LLC	1,166	$244.1K	0.01%
Rehmann Capital Advisory Group	1,160	$242.9K	0.01%
Fifth Third Wealth Advisors LLC	1,140	$238.7K	0.01%
Ritholtz Wealth Management	1,117	$233.9K	0.00%
Triangle Securities Wealth Management	1,090	$228.2K	0.05%
Twelve Points Wealth Management LLC	1,034	$227.1K	0.05%
Greenleaf Trust	1,055	$220.9K	0.00%
Symphony Financial Services, Inc.	1,050	$219.8K	0.11%
Krilogy Financial LLC	829	$218.1K	0.01%
Navalign, LLC	1,020	$213.5K	0.05%
Mach-1 Financial Group, Inc.	1,010	$211.5K	0.04%
Cooper Financial Group	1,000	$209.4K	0.02%
Exchange Traded Concepts, LLC	824	$172.5K	0.00%
Horizon Investments, LLC	824	$172.5K	0.00%
Pinnacle Wealth Planning Services, Inc.	801	$167.7K	0.02%
M&G Plc	652	$136.3K	0.00%
Godfrey Financial Associates, Inc.	450	$94.2K	0.08%
SageView Advisory Group, LLC	441	$92.4K	0.00%
Torren Management, LLC	299	$62.6K	0.03%
Wellington Grp LLC	288	$60.3K	0.02%
Employees Retirement System of Texas	285	$60.0K	0.00%
State of Wyoming	265	$55.5K	0.01%
Park Place Capital Corp	242	$50.7K	0.01%
Basecamp Wealth Advisors LLC	191	$40.0K	0.01%
Twin Tree Management, LP	153	$32.0K	0.00%
Bayforest Capital Ltd	137	$28.7K	0.02%
Kemnay Advisory Services Inc.	121	$25.3K	0.00%
Sound Income Strategies, LLC	95	$24.1K	0.00%
NBC Securities, Inc.	109	$22.8K	0.00%
Wellington-Altus USA Inc.	106	$22.2K	0.02%
Elequin Capital LP	88	$18.4K	0.00%
Ritter Daniher Financial Advisory LLC	75	$15.7K	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	65	$13.6K	0.00%
Acumen Wealth Advisors, LLC	61	$12.8K	0.00%
Keating Financial Advisory Services, Inc.	44	$9.21K	0.00%
McMillan Office, Inc.	27	$5.65K	0.00%
Federation des caisses Desjardins du Quebec	25	$5.23K	0.00%
MidFirst Bank	2,016	$5.23K	0.00%
IMA Wealth, Inc.	22	$4.61K	0.00%
Signature Equity Partners, LLC	17	$3.56K	0.00%
Kilter Group LLC	17	$3.56K	0.00%
North Star Investment Management Corp.	16	$3.35K	0.00%
Quarry LP	16	$3.35K	0.00%
Elyxium Wealth, LLC	15	$3.14K	0.00%
Tompkins Financial Corp	14	$2.93K	0.00%
Transamerica Financial Advisors, Inc.	10	$2.09K	0.00%
Zions Bancorporation, National Association	8	$1.68K	0.00%
Caitong International Asset Management Co., Ltd	8	$1.68K	0.00%
Turning Point Benefit Group, Inc.	7	$1.47K	0.00%
Chilton Capital Management LLC	6	$1.26K	0.00%
Ankerstar Wealth, LLC	6	$1.26K	0.00%
TD Capital Management LLC	5	$1.05K	0.00%
Trust Co	5	$1.05K	0.00%

Sold out (34)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of AEIS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Macquarie Group Ltd	195,177	$33.2M
Oppenheimer Asset Management Inc.	48,826	$8.31M
Roubaix Capital, LLC	25,857	$4.40M
Squarepoint Ops LLC	15,949	$2.71M
Andra AP-fonden	11,152	$1.90M
Cambiar Investors LLC	10,781	$1.83M
Brevan Howard Capital Management LP	6,670	$1.13M
Park Avenue Securities LLC	6,175	$1.05M
Schonfeld Strategic Advisors LLC	4,542	$772.8K
Bridgefront Capital, LLC	4,485	$763.1K
Citadel Advisors LLC	4,028	$685.3K
Pitcairn Co	3,902	$663.9K
New Age Alpha Advisors, LLC	3,340	$568.3K
Sandler Capital Management	3,227	$549.0K
MQS Management LLC	2,822	$480.1K
Peapack Gladstone Financial Corp	1,392	$237.0K
Graham Capital Management, L.P.	1,356	$230.7K
Longboard Asset Management, LP	1,321	$224.8K
PVG Asset Management Corp	1,233	$209.8K
Empowered Funds, LLC	1,226	$208.6K
Capstone Investment Advisors, LLC	1,182	$201.1K
Walleye Capital LLC	987	$167.9K
Wexford Capital LP	779	$132.5K
Advisory Services Network, LLC	381	$64.8K
Manchester Capital Management LLC	325	$55.3K
Rise Advisors, LLC	101	$17.2K
Wealthspire Advisors, LLC	55	$9.36K
Mather Group, LLC.	35	$5.96K
Isthmus Partners, LLC	30,058	$5.11K
Atlantic Trust, LLC	20	$3.40K
Cloud Capital Management, LLC	9	$1.00K
Tortoise Investment Management, LLC	5	$851
Raffa Wealth Management, LLC	5	$851
JPL Wealth Management, LLC	5	$851

Not filed for Q4 2025 yet (7)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Synovus Financial Corp	7,515	$1.28M
Glenmede Investment Management, LP	6,529	$1.11M
CIBC Bancorp USA Inc.	4,021	$684.1K
Moloney Securities Asset Management, LLC	2,156	$366.9K
Sheets Smith Investment Management	1,233	$209.8K
Shell Asset Management Co	519	$88.0K
Hemington Wealth Management	86	$14.0K