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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 2,370 | $504.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,279 | $505.9K | 0.00% | +2,279 | New |
| CIBC World Markets Corp | 2,496 | $522.6K | 0.00% | +2,496 | New |
| Baird Financial Group, Inc. | 2,530 | $529.7K | 0.00% | +72+2.9% | Added |
| GAMMA Investing LLC | 2,592 | $542.7K | 0.03% | +327+14.4% | Added |
| Occudo Quantitative Strategies LP | 2,662 | $557.3K | 0.04% | −709−21.0% | Reduced |
| Mercer Global Advisors Inc | 2,694 | $564.0K | 0.00% | +498+22.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $564.5K | 0.03% | 00.0% | Unchanged |
| Robotti Robert | 2,725 | $570.5K | 0.10% | −2,000−42.3% | Reduced |
| Susquehanna International Group, LLP | 2,738 | $573.3K | 0.00% | −1,839−40.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,741 | $573.9K | 0.11% | −97−3.4% | Reduced |
| Entropy Technologies, LP | 2,759 | $577.7K | 0.03% | +2,759 | New |
| Everence Capital Management Inc | 2,780 | $582.0K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,798 | $585.8K | 0.01% | +2,798 | New |
| Round Rock Advisors, LLC | 2,844 | $595.4K | 0.09% | −420−12.9% | Reduced |
| Coldstream Capital Management Inc | 2,856 | $598.0K | 0.01% | +65+2.3% | Added |
| Quadrant Capital Group LLC | 2,864 | $599.6K | 0.02% | +1,292+82.2% | Added |
| Cim Investment Mangement Inc | 2,872 | $601.3K | 0.16% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,877 | $602.4K | 0.19% | 00.0% | Unchanged |
| Bokf, NA | 2,936 | $614.7K | 0.01% | −25−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,944 | $616.4K | 0.00% | +1,133+62.6% | Added |
| Evergreen Capital Management LLC | 2,960 | $619.7K | 0.01% | +19+0.6% | Added |
| Swiss Life Asset Management Ltd | 2,965 | $620.8K | 0.00% | +1,177+65.8% | Added |
| Xponance, Inc. | 2,972 | $622.2K | 0.00% | +14+0.5% | Added |
| Burney Co | 2,975 | $622.9K | 0.02% | −1,635−35.5% | Reduced |
| Inceptionr LLC | 3,009 | $630.0K | 0.17% | +1,324+78.6% | Added |
| Janney Montgomery Scott LLC | 3,027 | $634.0K | 0.00% | −404−11.8% | Reduced |
| Engineers Gate Manager LP | 3,066 | $641.9K | 0.01% | +125+4.3% | Added |
| Keybank National Association | 3,076 | $644.0K | 0.00% | +3,076 | New |
| Ameritas Investment Partners, Inc. | 3,114 | $652.0K | 0.02% | −37−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,241 | $678.6K | 0.01% | +9+0.3% | Added |
| Commerce Bank | 3,404 | $712.7K | 0.00% | −31−0.9% | Reduced |
| Guggenheim Capital LLC | 3,467 | $725.9K | 0.01% | +3,467 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,609 | $758.7K | 0.01% | −1,434−28.4% | Reduced |
| Vident Advisory, LLC | 3,819 | $799.7K | 0.01% | −1,449−27.5% | Reduced |
| QSV Equity Investors LLC | 4,027 | $843.1K | 1.25% | −5,436−57.4% | Reduced |
| Ensign Peak Advisors, Inc | 4,036 | $845.0K | 0.00% | −3,480−46.3% | Reduced |
| Connable Office Inc | 4,200 | $879.4K | 0.08% | −343−7.6% | Reduced |
| Vontobel Holding Ltd. | 4,293 | $898.8K | 0.00% | −212−4.7% | Reduced |
| Picton Mahoney Asset Management | 4,297 | $899.7K | 0.01% | +4,297 | New |
| Public Employees Retirement Association of Colorado | 4,452 | $932.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,470 | $935.9K | 0.00% | +4,470 | New |
| First National Bank of Omaha | 4,613 | $965.8K | 0.03% | −768−14.3% | Reduced |
| Fiduciary Trust Co | 4,781 | $1.00M | 0.01% | −941−16.4% | Reduced |
| Flputnam Investment Management Co | 4,782 | $1.00M | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,849 | $1.02M | 0.00% | −4,624−48.8% | Reduced |
| First Citizens Bank & Trust Co | 4,852 | $1.02M | 0.02% | +171+3.7% | Added |
| US Bancorp | 4,860 | $1.02M | 0.00% | −3,358−40.9% | Reduced |
| Ethic Inc. | 4,911 | $1.03M | 0.02% | −267−5.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,913 | $1.03M | 0.05% | −155−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,930 | $1.03M | 0.01% | +4,930 | New |
| Wealth Enhancement Advisory Services, LLC | 4,464 | $1.04M | 0.00% | +96+2.2% | Added |
| Nisa Investment Advisors, LLC | 5,069 | $1.06M | 0.00% | −20−0.4% | Reduced |
| Virtu Financial LLC | 5,131 | $1.07M | 0.04% | +5,131 | New |
| IAM Advisory, LLC | 5,132 | $1.07M | 0.24% | +5,132 | New |
| Wolverine Asset Management LLC | 5,289 | $1.11M | 0.02% | +5,289 | New |
| Maryland State Retirement & Pension System | 5,530 | $1.16M | 0.02% | +117+2.2% | Added |
| Hollencrest Capital Management | 5,542 | $1.16M | 0.04% | +5,542 | New |
| QRG Capital Management, Inc. | 5,790 | $1.21M | 0.01% | +691+13.6% | Added |
| Mariner, LLC | 5,949 | $1.24M | 0.00% | −3,626−37.9% | Reduced |
| Pictet Asset Management Holding SA | 5,959 | $1.25M | 0.00% | +256+4.5% | Added |
| Peterson Wealth Services | 6,399 | $1.34M | 0.34% | +2,646+70.5% | Added |
| Sheets Smith Wealth Management | 6,544 | $1.37M | 0.15% | −1,094−14.3% | Reduced |
| CI Private Wealth, LLC | 6,766 | $1.42M | 0.00% | +13+0.2% | Added |
| SG Americas Securities, LLC | 6,837 | $1.43M | 0.00% | +377+5.8% | Added |
| Dynamic Technology Lab Private Ltd | 6,890 | $1.44M | 0.33% | +5,165+299.4% | Added |
| The PNC Financial Services Group, Inc. | 6,925 | $1.45M | 0.00% | −1,640−19.1% | Reduced |
| Gabelli Funds LLC | 7,000 | $1.47M | 0.01% | −3,151−31.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,091 | $1.48M | 0.01% | +1,171+19.8% | Added |
| NorthRock Partners, LLC | 7,134 | $1.49M | 0.03% | −848−10.6% | Reduced |
| Tudor Investment Corp Et Al | 7,248 | $1.52M | 0.01% | −8,111−52.8% | Reduced |
| ProShare Advisors LLC | 7,332 | $1.54M | 0.00% | +228+3.2% | Added |
| JustInvest LLC | 7,613 | $1.59M | 0.02% | +280+3.8% | Added |
| Jefferies Financial Group Inc. | 7,650 | $1.60M | 0.01% | +7,650 | New |
| MML Investors Services, LLC | 7,717 | $1.62M | 0.00% | +520+7.2% | Added |
| Jennison Associates LLC | 7,952 | $1.66M | 0.00% | +7,952 | New |
| Truist Financial Corp | 8,149 | $1.71M | 0.00% | −18,631−69.6% | Reduced |
| Victory Capital Management Inc | 8,184 | $1.71M | 0.00% | −1,816−18.2% | Reduced |
| TD Asset Management Inc | 8,328 | $1.74M | 0.00% | +148+1.8% | Added |
| Fieldview Capital Management, LLC | 8,396 | $1.76M | 0.30% | +8,396 | New |
| KLP Kapitalforvaltning AS | 8,500 | $1.78M | 0.01% | +700+9.0% | Added |
| Marshall Wace, LLP | 8,540 | $1.79M | 0.00% | +3,726+77.4% | Added |
| Merit Financial Group, LLC | 8,542 | $1.79M | 0.01% | +8,542 | New |
| Pinnacle Financial Partners, Inc. | 8,563 | $1.79M | 0.01% | +8,563 | New |
| Envestnet Portfolio Solutions, Inc. | 8,571 | $1.79M | 0.01% | +723+9.2% | Added |
| Oregon Public Employees Retirement Fund | 8,615 | $1.80M | 0.02% | +100+1.2% | Added |
| Atria Investments LLC | 8,840 | $1.85M | 0.02% | −193−2.1% | Reduced |
| American Century Companies Inc | 8,845 | $1.85M | 0.00% | +1,464+19.8% | Added |
| Virginia Retirement Systems Et Al | 8,862 | $1.86M | 0.01% | +2,550+40.4% | Added |
| Integrated Quantitative Investments LLC | 8,944 | $1.87M | 0.40% | +8,944 | New |
| M&T Bank Corp | 8,959 | $1.88M | 0.01% | +1,280+16.7% | Added |
| Campbell Newman Asset Management Inc | 9,334 | $1.95M | 0.14% | +9,334 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,344 | $1.96M | 0.01% | −246−2.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,832 | $2.01M | 0.04% | −5−0.1% | Reduced |
| Teacher Retirement System of Texas | 9,769 | $2.05M | 0.01% | −4,803−33.0% | Reduced |
| Weiss Asset Management LP | 10,168 | $2.13M | 0.03% | +10,168 | New |
| Police & Firemen's Retirement System of New Jersey | 10,175 | $2.13M | 0.02% | −268−2.6% | Reduced |
| Green Alpha Advisors, LLC | 10,319 | $2.16M | 1.98% | −154−1.5% | Reduced |
| Gotham Asset Management, LLC | 10,378 | $2.17M | 0.01% | −866−7.7% | Reduced |
| Arizona State Retirement System | 10,463 | $2.19M | 0.01% | −674−6.1% | Reduced |