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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 91,446 | $19.1M | 0.06% | +41,654+83.7% | Added |
| Legal & General Group Plc | 95,136 | $19.9M | 0.00% | −4,329−4.4% | Reduced |
| UBS Asset Management Americas Inc | 95,785 | $20.1M | 0.00% | +2,075+2.2% | Added |
| Qube Research & Technologies Ltd | 98,119 | $20.5M | 0.03% | +98,119 | New |
| First Eagle Investment Management, LLC | 98,473 | $20.6M | 0.04% | −17,700−15.2% | Reduced |
| Nuveen, LLC | 99,206 | $20.8M | 0.01% | −480.0% | Reduced |
| Citigroup Inc | 99,719 | $20.9M | 0.01% | −44,502−30.9% | Reduced |
| Point72 Asset Management, L.P. | 102,192 | $21.4M | 0.03% | +98,592+2,738.7% | Added |
| WCM Investment Management, LLC | 101,392 | $21.6M | 0.04% | +101,392 | New |
| Rhumbline Advisers | 104,067 | $21.8M | 0.02% | −9,070−8.0% | Reduced |
| Federated Hermes, Inc. | 107,951 | $22.6M | 0.04% | +62,420+137.1% | Added |
| Lord, Abbett & Co. LLC | 114,170 | $23.9M | 0.07% | −110,011−49.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 121,984 | $25.5M | 1.22% | −17,832−12.8% | Reduced |
| Southernsun Asset Management, LLC | 123,450 | $25.8M | 3.61% | −48,180−28.1% | Reduced |
| BNP Paribas Arbitrage, SA | 124,499 | $26.1M | 0.02% | −10,947−8.1% | Reduced |
| Public Sector Pension Investment Board | 130,591 | $27.3M | 0.09% | −16,305−11.1% | Reduced |
| Tributary Capital Management, LLC | 139,959 | $29.3M | 2.89% | −32,368−18.8% | Reduced |
| Segall Bryant & Hamill, LLC | 159,035 | $33.3M | 0.45% | +17,073+12.0% | Added |
| First Trust Advisors LP | 168,116 | $35.2M | 0.03% | +33,894+25.3% | Added |
| Sora Investors LLC | 175,528 | $36.8M | 3.16% | +144,894+473.0% | Added |
| Nomura Asset Management International Inc. | 178,204 | $37.3M | 0.06% | +178,204 | New |
| Aristotle Capital Boston, LLC | 187,854 | $39.3M | 2.16% | −45,404−19.5% | Reduced |
| UBS Group AG | 188,063 | $39.4M | 0.01% | +102,226+119.1% | Added |
| Millennium Management LLC | 201,369 | $42.2M | 0.03% | +31,572+18.6% | Added |
| SEI Investments Co | 203,463 | $42.6M | 0.04% | −29,895−12.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 209,722 | $43.9M | 0.05% | +17,728+9.2% | Added |
| Congress Asset Management Co | 226,882 | $47.5M | 0.33% | +226,882 | New |
| Envestnet Asset Management Inc | 247,786 | $51.9M | 0.02% | −14,731−5.6% | Reduced |
| Bank of New York Mellon Corp | 258,372 | $54.1M | 0.01% | −35,315−12.0% | Reduced |
| New York State Common Retirement Fund | 276,793 | $58.0M | 0.08% | −21,115−7.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 280,219 | $58.7M | 0.04% | +44,590+18.9% | Added |
| Arrowstreet Capital, Limited Partnership | 286,749 | $60.0M | 0.04% | +162,841+131.4% | Added |
| Wells Fargo & Company | 291,931 | $61.1M | 0.01% | −18,950−6.1% | Reduced |
| Channing Capital Management, LLC | 297,581 | $62.3M | 1.60% | −78,859−20.9% | Reduced |
| Bamco Inc | 299,141 | $62.6M | 0.17% | −92,844−23.7% | Reduced |
| Manufacturers Life Insurance Company, The | 305,139 | $63.9M | 0.05% | −154,955−33.7% | Reduced |
| Summit Partners Public Asset Management, LLC | 320,918 | $67.2M | 1.89% | +70,130+28.0% | Added |
| Snyder Capital Management L P | 323,075 | $67.6M | 1.26% | −46,669−12.6% | Reduced |
| Silvercrest Asset Management Group LLC | 382,562 | $80.1M | 0.55% | −78,762−17.1% | Reduced |
| Morgan Stanley | 391,641 | $82.0M | 0.00% | +42,612+12.2% | Added |
| Fisher Asset Management, LLC | 394,186 | $82.5M | 0.03% | +104,661+36.1% | Added |
| Northern Trust Corp | 404,083 | $84.6M | 0.01% | −18,093−4.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 427,674 | $89.5M | 0.30% | +404,356+1,734.1% | Added |
| Wellington Management Group LLP | 427,898 | $89.6M | 0.02% | +133,008+45.1% | Added |
| Analog Century Management LP | 463,939 | $97.1M | 4.78% | −3,362−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 471,510 | $98.7M | 0.02% | −12,624−2.6% | Reduced |
| Franklin Resources Inc | 487,494 | $102.1M | 0.03% | +173,836+55.4% | Added |
| Loomis Sayles & Co L P | 489,500 | $102.5M | 0.12% | −38,380−7.3% | Reduced |
| Goldman Sachs Group Inc | 532,565 | $111.5M | 0.02% | +162,613+44.0% | Added |
| Alliancebernstein L.P. | 563,547 | $118.0M | 0.04% | +517,796+1,131.8% | Added |
| Massachusetts Financial Services Co | 566,418 | $118.6M | 0.04% | −153,449−21.3% | Reduced |
| Principal Financial Group Inc | 579,542 | $121.3M | 0.06% | −20,632−3.4% | Reduced |
| Norges Bank | 589,400 | $123.4M | 0.01% | +589,400 | New |
| Dimensional Fund Advisors LP | 678,901 | $142.2M | 0.03% | −67,349−9.0% | Reduced |
| GW&K Investment Management, LLC | 681,560 | $142.7M | 1.23% | −18,220−2.6% | Reduced |
| Neuberger Berman Group LLC | 753,753 | $157.8M | 0.12% | −187,327−19.9% | Reduced |
| Bank of America Corp | 909,748 | $190.5M | 0.01% | +21,498+2.4% | Added |
| Geode Capital Management, LLC | 956,979 | $200.4M | 0.01% | +28,549+3.1% | Added |
| Earnest Partners LLC | 1,408,368 | $294.9M | 1.26% | −133,599−8.7% | Reduced |
| State Street Corp | 1,537,888 | $322.0M | 0.01% | −93,907−5.8% | Reduced |
| Invesco Ltd. | 1,574,009 | $329.6M | 0.03% | −22,540−1.4% | Reduced |
| Ameriprise Financial Inc | 1,642,153 | $343.8M | 0.08% | −170,533−9.4% | Reduced |
| FMR LLC | 1,872,621 | $392.1M | 0.02% | −859,605−31.5% | Reduced |
| Vanguard Group Inc | 4,737,657 | $991.9M | 0.01% | −135,358−2.8% | Reduced |
| BlackRock, Inc. | 6,085,026 | $1.27B | 0.02% | +365,741+6.4% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −195,177−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −48,826−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −25,857−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,949−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −11,152−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −10,781−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −30,058−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |