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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 10,562 | $2.21M | 0.00% | −871−7.6% | Reduced |
| Azzad Asset Management Inc | 10,902 | $2.28M | 0.22% | +182+1.7% | Added |
| Amalgamated Bank | 10,972 | $2.30M | 0.02% | +130+1.2% | Added |
| Toroso Investments, LLC | 11,037 | $2.31M | 0.01% | +7,379+201.7% | Added |
| Quantinno Capital Management LP | 11,149 | $2.33M | 0.00% | +727+7.0% | Added |
| Amundi | 11,297 | $2.37M | 0.00% | −1,131−9.1% | Reduced |
| Visionary Wealth Advisors | 11,489 | $2.41M | 0.11% | +21+0.2% | Added |
| Voya Investment Management LLC | 11,731 | $2.46M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,088 | $2.53M | 0.02% | +1,448+13.6% | Added |
| Yousif Capital Management, LLC | 10,208 | $2.56M | 0.03% | −1,546−13.2% | Reduced |
| Intech Investment Management LLC | 12,345 | $2.58M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,440 | $2.60M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,451 | $2.61M | 0.02% | +12,451 | New |
| Captrust Financial Advisors | 12,533 | $2.62M | 0.00% | +766+6.5% | Added |
| Harbor Capital Advisors, Inc. | 12,651 | $2.65M | 0.21% | +3,120+32.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $2.72M | 0.01% | +342+2.7% | Added |
| State of New Jersey Common Pension Fund D | 13,704 | $2.87M | 0.01% | −1,425−9.4% | Reduced |
| Acadian Asset Management LLC | 13,959 | $2.92M | 0.00% | +13,959 | New |
| CenterBook Partners LP | 14,489 | $3.03M | 0.15% | −13,283−47.8% | Reduced |
| Assenagon Asset Management S.A. | 14,671 | $3.07M | 0.00% | −5,482−27.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 14,944 | $3.13M | 0.05% | 00.0% | Unchanged |
| 4D Advisors, LLC | 15,000 | $3.14M | 1.72% | +15,000 | New |
| Brinker Capital Investments, LLC | 15,223 | $3.19M | 0.02% | +563+3.8% | Added |
| Calamos Advisors LLC | 15,305 | $3.20M | 0.01% | +3,169+26.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,516 | $3.25M | 0.02% | +6,037+63.7% | Added |
| Moody Aldrich Partners LLC | 15,618 | $3.27M | 0.61% | −19,309−55.3% | Reduced |
| HighTower Advisors, LLC | 16,755 | $3.51M | 0.00% | −1,253−7.0% | Reduced |
| Janus Henderson Group PLC | 17,122 | $3.58M | 0.00% | +1,200+7.5% | Added |
| Cookson Peirce & Co Inc | 17,274 | $3.62M | 0.15% | −128−0.7% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $3.62M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 17,478 | $3.66M | 0.01% | −47−0.3% | Reduced |
| Zacks Investment Management | 17,779 | $3.72M | 0.03% | +7,067+66.0% | Added |
| State of Tennessee, Treasury Department | 15,097 | $3.86M | 0.01% | −1,311−8.0% | Reduced |
| Dean Capital Management | 18,804 | $3.94M | 1.68% | −9,424−33.4% | Reduced |
| Pathstone Holdings, LLC | 18,804 | $3.94M | 0.02% | +443+2.4% | Added |
| Andar Capital Management HK Ltd | 18,950 | $3.97M | 4.28% | +18,950 | New |
| Illinois Municipal Retirement Fund | 19,481 | $4.08M | 0.05% | +755+4.0% | Added |
| Man Group plc | 19,510 | $4.08M | 0.01% | +6,314+47.8% | Added |
| Jane Street Group, LLC | 19,562 | $4.10M | 0.00% | +4,040+26.0% | Added |
| Boothbay Fund Management, LLC | 19,891 | $4.16M | 0.11% | +6,553+49.1% | Added |
| Comerica Bank | 19,938 | $4.17M | 0.02% | +6,361+46.9% | Added |
| Lisanti Capital Growth, LLC | 20,261 | $4.24M | 1.01% | −100−0.5% | Reduced |
| State of Alaska, Department of Revenue | 20,844 | $4.36M | 0.05% | +315+1.5% | Added |
| Legato Capital Management LLC | 21,203 | $4.44M | 0.38% | −1,511−6.7% | Reduced |
| Cerity Partners LLC | 21,949 | $4.60M | 0.01% | −4,195−16.0% | Reduced |
| Stifel Financial Corp | 22,352 | $4.68M | 0.00% | +2,175+10.8% | Added |
| Cetera Investment Advisers | 22,551 | $4.72M | 0.01% | −1,765−7.3% | Reduced |
| Oak Associates, Ltd | 25,014 | $5.24M | 0.31% | −1,937−7.2% | Reduced |
| Hantz Financial Services, Inc. | 25,448 | $5.33M | 0.08% | +25,312+18,611.8% | Added |
| NEOS Investment Management LLC | 25,895 | $5.42M | 0.03% | +12,180+88.8% | Added |
| Tema ETFs LLC | 25,895 | $5.42M | 0.42% | +12,180+88.8% | Added |
| Thrivent Financial for Lutherans | 25,936 | $5.43M | 0.01% | −1,230−4.5% | Reduced |
| Dean Investment Associates, LLC | 27,647 | $5.79M | 0.83% | −6,565−19.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,953 | $5.85M | 0.01% | +4,075+17.1% | Added |
| AQR Capital Management LLC | 30,587 | $6.40M | 0.00% | +4,329+16.5% | Added |
| STRS Ohio | 30,900 | $6.47M | 0.02% | +27,000+692.3% | Added |
| Advisor Group Holdings, Inc. | 31,856 | $6.67M | 0.01% | +26,424+486.5% | Added |
| RE Advisers Corp | 32,762 | $6.86M | 0.18% | −10,900−25.0% | Reduced |
| Russell Investments Group, Ltd. | 33,329 | $6.98M | 0.01% | +6,218+22.9% | Added |
| Los Angeles Capital Management LLC | 33,986 | $6.99M | 0.02% | −2,733−7.4% | Reduced |
| Great West Life Assurance Co | 33,502 | $7.01M | 0.01% | −10,742−24.3% | Reduced |
| Lazard Asset Management LLC | 35,145 | $7.36M | 0.01% | +28,741+448.8% | Added |
| Credit Agricole S A | 35,212 | $7.37M | 0.02% | +18,394+109.4% | Added |
| California State Teachers Retirement System | 35,735 | $7.48M | 0.01% | +912+2.6% | Added |
| Pier Capital, LLC | 37,079 | $7.76M | 1.24% | +7,391+24.9% | Added |
| Mutual of America Capital Management LLC | 38,968 | $8.16M | 0.09% | −133−0.3% | Reduced |
| Royal Bank of Canada | 39,485 | $8.27M | 0.00% | +5,922+17.6% | Added |
| Oberweis Asset Management Inc | 39,700 | $8.31M | 0.30% | −30,000−43.0% | Reduced |
| Bessemer Group Inc | 40,599 | $8.50M | 0.01% | +39,202+2,806.2% | Added |
| Atom Investors LP | 41,372 | $8.66M | 0.69% | +41,372 | New |
| LPL Financial LLC | 43,682 | $9.15M | 0.00% | +6,068+16.1% | Added |
| Creative Planning | 43,844 | $9.18M | 0.01% | +7,037+19.1% | Added |
| Castleark Management LLC | 49,133 | $10.3M | 0.30% | +1,420+3.0% | Added |
| EAM Investors, LLC | 49,169 | $10.3M | 1.15% | −984−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,744 | $10.4M | 0.03% | +22,391+81.9% | Added |
| Crawford Investment Counsel Inc | 50,883 | $10.7M | 0.18% | −9,440−15.6% | Reduced |
| Royce & Associates LP | 51,076 | $10.7M | 0.11% | −10,500−17.1% | Reduced |
| Compass Wealth Management LLC | 53,116 | $11.1M | 2.77% | −6,708−11.2% | Reduced |
| Prudential Financial Inc | 54,103 | $11.3M | 0.01% | +16,475+43.8% | Added |
| Fiera Capital Corp | 54,369 | $11.4M | 0.04% | +11,035+25.5% | Added |
| Natixis Advisors, L.P. | 54,431 | $11.4M | 0.02% | +14,534+36.4% | Added |
| New York State Teachers Retirement System | 57,072 | $11.9M | 0.02% | −100−0.2% | Reduced |
| Freestone Grove Partners LP | 57,531 | $12.0M | 0.09% | +15,578+37.1% | Added |
| Barclays PLC | 61,058 | $12.8M | 0.01% | +4,065+7.1% | Added |
| Dana Investment Advisors, Inc. | 64,236 | $13.4M | 0.39% | +6,715+11.7% | Added |
| California Public Employees Retirement System | 65,758 | $13.8M | 0.01% | −1,601−2.4% | Reduced |
| JPMorgan Chase & Co | 68,193 | $14.3M | 0.00% | −173,489−71.8% | Reduced |
| Price T Rowe Associates Inc | 70,145 | $14.7M | 0.00% | +35,641+103.3% | Added |
| Deutsche Bank AG | 72,277 | $15.1M | 0.00% | −4,953−6.4% | Reduced |
| Ardsley Advisory Partners LP | 73,000 | $15.3M | 1.95% | +28,500+64.0% | Added |
| Swiss National Bank | 74,300 | $15.6M | 0.01% | +1,300+1.8% | Added |
| Bank of Montreal | 76,756 | $16.1M | 0.01% | −33,391−30.3% | Reduced |
| Peregrine Capital Management LLC | 77,323 | $16.2M | 0.50% | −8,336−9.7% | Reduced |
| Ceredex Value Advisors LLC | 79,650 | $16.7M | 0.50% | −17,100−17.7% | Reduced |
| G2 Investment Partners Management LLC | 82,759 | $17.3M | 4.13% | +26,715+47.7% | Added |
| MetLife Investment Management | 82,991 | $17.4M | 0.08% | −31,170−27.3% | Reduced |
| Raymond James Financial Inc | 84,857 | $17.8M | 0.01% | −4,531−5.1% | Reduced |
| Amanah Holdings Trust | 85,000 | $17.8M | 2.61% | +85,000 | New |
| Fort Washington Investment Advisors Inc | 85,162 | $17.8M | 0.09% | −15,356−15.3% | Reduced |
| Pinnacle Associates Ltd | 89,568 | $18.8M | 0.24% | −5,862−6.1% | Reduced |