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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Torren Management, LLC | 299 | $62.6K | 0.03% | +299 | New |
| MAI Capital Management | 360 | $75.4K | 0.00% | −13−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 361 | $75.6K | 0.00% | −13−3.5% | Reduced |
| Jones Financial Companies LLLP | 404 | $84.6K | 0.00% | +266+192.8% | Added |
| Umb Bank N A | 433 | $90.7K | 0.00% | +108+33.2% | Added |
| Parallel Advisors, LLC | 436 | $91.3K | 0.00% | +7+1.6% | Added |
| SageView Advisory Group, LLC | 441 | $92.4K | 0.00% | +441 | New |
| Godfrey Financial Associates, Inc. | 450 | $94.2K | 0.08% | +450 | New |
| SRS Capital Advisors, Inc. | 471 | $98.6K | 0.00% | −435−48.0% | Reduced |
| Huntington National Bank | 489 | $102.4K | 0.00% | −52−9.6% | Reduced |
| Farther Finance Advisors, LLC | 554 | $116.0K | 0.00% | +381+220.2% | Added |
| Central Pacific Bank - Trust Division | 590 | $123.5K | 0.02% | −170−22.4% | Reduced |
| M&G Plc | 652 | $136.3K | 0.00% | +652 | New |
| Fifth Third Bancorp | 665 | $139.2K | 0.00% | −11−1.6% | Reduced |
| Allworth Financial LP | 676 | $141.5K | 0.00% | +94+16.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 801 | $167.7K | 0.02% | +801 | New |
| Exchange Traded Concepts, LLC | 824 | $172.5K | 0.00% | +824 | New |
| Horizon Investments, LLC | 824 | $172.5K | 0.00% | +824 | New |
| CIBC Private Wealth Group, LLC | 906 | $189.7K | 0.00% | +58+6.8% | Added |
| Versant Capital Management, Inc | 956 | $200.2K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 1,000 | $209.4K | 0.02% | +1,000 | New |
| Mach-1 Financial Group, Inc. | 1,010 | $211.5K | 0.04% | +1,010 | New |
| Navalign, LLC | 1,020 | $213.5K | 0.05% | +1,020 | New |
| Hilltop National Bank | 1,023 | $214.2K | 0.05% | −170−14.2% | Reduced |
| Krilogy Financial LLC | 829 | $218.1K | 0.01% | +829 | New |
| Symphony Financial Services, Inc. | 1,050 | $219.8K | 0.11% | +1,050 | New |
| Advisors Asset Management, Inc. | 1,055 | $220.9K | 0.00% | +223+26.8% | Added |
| Greenleaf Trust | 1,055 | $220.9K | 0.00% | +1,055 | New |
| Twelve Points Wealth Management LLC | 1,034 | $227.1K | 0.05% | +1,034 | New |
| Triangle Securities Wealth Management | 1,090 | $228.2K | 0.05% | +1,090 | New |
| Globeflex Capital L P | 1,103 | $230.9K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,115 | $233.5K | 0.00% | −40−3.5% | Reduced |
| Ritholtz Wealth Management | 1,117 | $233.9K | 0.00% | +1,117 | New |
| Fifth Third Wealth Advisors LLC | 1,140 | $238.7K | 0.01% | +1,140 | New |
| KBC Group NV | 1,144 | $240.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,152 | $241.2K | 0.00% | +90+8.5% | Added |
| Rehmann Capital Advisory Group | 1,160 | $242.9K | 0.01% | +1,160 | New |
| Journey Strategic Wealth LLC | 1,166 | $244.1K | 0.01% | +1,166 | New |
| Hartline Investment Corp | 1,174 | $245.8K | 0.03% | −4−0.3% | Reduced |
| Colony Group, LLC | 1,177 | $246.6K | 0.00% | −16,559−93.4% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,191 | $249.4K | 0.05% | +1,191 | New |
| Signaturefd, LLC | 1,198 | $250.8K | 0.00% | +29+2.5% | Added |
| Public Employees Retirement System of Ohio | 1,207 | $252.7K | 0.00% | +822+213.5% | Added |
| Harvest Fund Management Co., Ltd | 1,224 | $256.0K | 0.01% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 1,225 | $256.5K | 0.21% | +1,225 | New |
| CIBC Asset Management Inc | 1,226 | $256.7K | 0.00% | −1,222−49.9% | Reduced |
| Sowell Financial Services LLC | 1,249 | $261.5K | 0.01% | +1,249 | New |
| GWM Advisors LLC | 1,257 | $263.2K | 0.00% | +870+224.8% | Added |
| Forum Financial Management, LP | 1,310 | $274.3K | 0.00% | +1,310 | New |
| Rockefeller Capital Management L.P. | 1,334 | $279.3K | 0.00% | +431+47.7% | Added |
| Sage Rhino Capital LLC | 1,342 | $281.0K | 0.05% | −19−1.4% | Reduced |
| Smartleaf Asset Management LLC | 1,367 | $291.7K | 0.01% | +221+19.3% | Added |
| Anb Bank | 1,399 | $292.9K | 0.12% | +1,399 | New |
| Kestra Advisory Services, LLC | 1,433 | $300.1K | 0.00% | +1,433 | New |
| Portside Wealth Group, LLC | 1,434 | $300.2K | 0.04% | +1,434 | New |
| Shelton Capital Management | 1,441 | $301.7K | 0.01% | −124−7.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,455 | $304.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,560 | $326.6K | 0.05% | −83−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,600 | $335.0K | 0.00% | −4,953−75.6% | Reduced |
| Canada Pension Plan Investment Board | 1,600 | $335.0K | 0.00% | −1,800−52.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,604 | $335.8K | 0.08% | +1,604 | New |
| Regions Financial Corp | 1,623 | $339.8K | 0.00% | +191+13.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,624 | $340.0K | 0.00% | −601−27.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,650 | $345.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,656 | $346.7K | 0.00% | +122+8.0% | Added |
| HRT Financial LP | 1,658 | $347.0K | 0.00% | −8,226−83.2% | Reduced |
| Howe & Rusling Inc | 1,676 | $350.9K | 0.02% | −493−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,683 | $352.0K | 0.00% | +126+8.1% | Added |
| Profund Advisors LLC | 1,692 | $354.3K | 0.01% | −4−0.2% | Reduced |
| Two Sigma Securities, LLC | 1,699 | $355.7K | 0.05% | +1,699 | New |
| Savvy Advisors, Inc. | 1,712 | $358.4K | 0.01% | +8+0.5% | Added |
| Mirabella Financial Services LLP | 1,758 | $368.1K | 0.04% | +1,758 | New |
| D.A. Davidson & Co. | 1,842 | $385.7K | 0.00% | −18−1.0% | Reduced |
| Skopos Labs, Inc. | 1,804 | $391.9K | 0.02% | +1,804 | New |
| Vise Technologies, Inc. | 1,874 | $392.4K | 0.01% | +528+39.2% | Added |
| Tower Research Capital LLC (TRC) | 1,885 | $394.7K | 0.01% | +688+57.5% | Added |
| Heritage Family Offices, LLP | 1,927 | $403.4K | 0.18% | −503−20.7% | Reduced |
| RSM US Wealth Management LLC | 1,935 | $412.9K | 0.01% | +186+10.6% | Added |
| Trust Point Inc. | 1,982 | $415.0K | 0.03% | −70−3.4% | Reduced |
| Fox Run Management, L.L.C. | 1,986 | $415.8K | 0.06% | −4,251−68.2% | Reduced |
| Blair William & Co | 1,986 | $415.8K | 0.00% | −235−10.6% | Reduced |
| CWM, LLC | 2,001 | $419.0K | 0.00% | +154+8.3% | Added |
| David J Yvars Group | 2,005 | $419.8K | 0.22% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,019 | $422.7K | 0.11% | −227−10.1% | Reduced |
| Norden Group LLC | 2,032 | $425.4K | 0.04% | +2,032 | New |
| Compton Wealth Advisory Group, LLC | 2,040 | $427.1K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,042 | $427.5K | 0.01% | +317+18.4% | Added |
| State of Wisconsin Investment Board | 2,044 | $428.0K | 0.00% | −1,546−43.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,059 | $431.1K | 0.01% | +30+1.5% | Added |
| FORA Capital, LLC | 2,179 | $432.6K | 0.05% | +2,179 | New |
| Optimize Financial Inc | 2,084 | $436.3K | 0.22% | +28+1.4% | Added |
| Jackson Creek Investment Advisors LLC | 2,127 | $445.0K | 0.13% | −1,273−37.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,141 | $448.3K | 0.00% | +599+38.8% | Added |
| Commonwealth Equity Services, LLC | 2,154 | $450.9K | 0.00% | +136+6.7% | Added |
| Resources Investment Advisors, LLC. | 2,171 | $454.5K | 0.00% | −646−22.9% | Reduced |
| Jump Financial, LLC | 2,200 | $460.6K | 0.01% | +2,200 | New |
| Abel Hall, LLC | 2,214 | $463.5K | 0.11% | +2,214 | New |
| CWM Advisors, LLC | 2,230 | $466.9K | 0.04% | −492−18.1% | Reduced |
| Freestone Capital Holdings, LLC | 2,281 | $477.6K | 0.01% | −409−15.2% | Reduced |
| CAPROCK Group, Inc. | 2,285 | $478.5K | 0.01% | +305+15.4% | Added |