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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 37,079 | $7.76M | 1.24% | +7,391+24.9% | Added |
| California State Teachers Retirement System | 35,735 | $7.48M | 0.01% | +912+2.6% | Added |
| Credit Agricole S A | 35,212 | $7.37M | 0.02% | +18,394+109.4% | Added |
| Lazard Asset Management LLC | 35,145 | $7.36M | 0.01% | +28,741+448.8% | Added |
| Great West Life Assurance Co | 33,502 | $7.01M | 0.01% | −10,742−24.3% | Reduced |
| Los Angeles Capital Management LLC | 33,986 | $6.99M | 0.02% | −2,733−7.4% | Reduced |
| Russell Investments Group, Ltd. | 33,329 | $6.98M | 0.01% | +6,218+22.9% | Added |
| RE Advisers Corp | 32,762 | $6.86M | 0.18% | −10,900−25.0% | Reduced |
| Advisor Group Holdings, Inc. | 31,856 | $6.67M | 0.01% | +26,424+486.5% | Added |
| STRS Ohio | 30,900 | $6.47M | 0.02% | +27,000+692.3% | Added |
| AQR Capital Management LLC | 30,587 | $6.40M | 0.00% | +4,329+16.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,953 | $5.85M | 0.01% | +4,075+17.1% | Added |
| Dean Investment Associates, LLC | 27,647 | $5.79M | 0.83% | −6,565−19.2% | Reduced |
| Thrivent Financial for Lutherans | 25,936 | $5.43M | 0.01% | −1,230−4.5% | Reduced |
| 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 |
| Hantz Financial Services, Inc. | 25,448 | $5.33M | 0.08% | +25,312+18,611.8% | Added |
| Oak Associates, Ltd | 25,014 | $5.24M | 0.31% | −1,937−7.2% | Reduced |
| Cetera Investment Advisers | 22,551 | $4.72M | 0.01% | −1,765−7.3% | Reduced |
| Stifel Financial Corp | 22,352 | $4.68M | 0.00% | +2,175+10.8% | Added |
| Cerity Partners LLC | 21,949 | $4.60M | 0.01% | −4,195−16.0% | Reduced |
| Legato Capital Management LLC | 21,203 | $4.44M | 0.38% | −1,511−6.7% | Reduced |
| State of Alaska, Department of Revenue | 20,844 | $4.36M | 0.05% | +315+1.5% | Added |
| Lisanti Capital Growth, LLC | 20,261 | $4.24M | 1.01% | −100−0.5% | Reduced |
| Comerica Bank | 19,938 | $4.17M | 0.02% | +6,361+46.9% | Added |
| Boothbay Fund Management, LLC | 19,891 | $4.16M | 0.11% | +6,553+49.1% | Added |
| Jane Street Group, LLC | 19,562 | $4.10M | 0.00% | +4,040+26.0% | Added |
| Man Group plc | 19,510 | $4.08M | 0.01% | +6,314+47.8% | Added |
| Illinois Municipal Retirement Fund | 19,481 | $4.08M | 0.05% | +755+4.0% | Added |
| Andar Capital Management HK Ltd | 18,950 | $3.97M | 4.28% | +18,950 | New |
| Pathstone Holdings, LLC | 18,804 | $3.94M | 0.02% | +443+2.4% | Added |
| Dean Capital Management | 18,804 | $3.94M | 1.68% | −9,424−33.4% | Reduced |
| State of Tennessee, Treasury Department | 15,097 | $3.86M | 0.01% | −1,311−8.0% | Reduced |
| Zacks Investment Management | 17,779 | $3.72M | 0.03% | +7,067+66.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,478 | $3.66M | 0.01% | −47−0.3% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $3.62M | 0.06% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 17,274 | $3.62M | 0.15% | −128−0.7% | Reduced |
| Janus Henderson Group PLC | 17,122 | $3.58M | 0.00% | +1,200+7.5% | Added |
| HighTower Advisors, LLC | 16,755 | $3.51M | 0.00% | −1,253−7.0% | Reduced |
| Moody Aldrich Partners LLC | 15,618 | $3.27M | 0.61% | −19,309−55.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,516 | $3.25M | 0.02% | +6,037+63.7% | Added |
| Calamos Advisors LLC | 15,305 | $3.20M | 0.01% | +3,169+26.1% | Added |
| Brinker Capital Investments, LLC | 15,223 | $3.19M | 0.02% | +563+3.8% | Added |
| 4D Advisors, LLC | 15,000 | $3.14M | 1.72% | +15,000 | New |
| Susquehanna Portfolio Strategies, LLC | 14,944 | $3.13M | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,671 | $3.07M | 0.00% | −5,482−27.2% | Reduced |
| CenterBook Partners LP | 14,489 | $3.03M | 0.15% | −13,283−47.8% | Reduced |
| Acadian Asset Management LLC | 13,959 | $2.92M | 0.00% | +13,959 | New |
| State of New Jersey Common Pension Fund D | 13,704 | $2.87M | 0.01% | −1,425−9.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,010 | $2.72M | 0.01% | +342+2.7% | Added |
| Harbor Capital Advisors, Inc. | 12,651 | $2.65M | 0.21% | +3,120+32.7% | Added |
| Captrust Financial Advisors | 12,533 | $2.62M | 0.00% | +766+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,451 | $2.61M | 0.02% | +12,451 | New |
| State Board of Administration of Florida Retirement System | 12,440 | $2.60M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,345 | $2.58M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,208 | $2.56M | 0.03% | −1,546−13.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,088 | $2.53M | 0.02% | +1,448+13.6% | Added |
| Voya Investment Management LLC | 11,731 | $2.46M | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,489 | $2.41M | 0.11% | +21+0.2% | Added |
| Amundi | 11,297 | $2.37M | 0.00% | −1,131−9.1% | Reduced |
| Quantinno Capital Management LP | 11,149 | $2.33M | 0.00% | +727+7.0% | Added |
| Toroso Investments, LLC | 11,037 | $2.31M | 0.01% | +7,379+201.7% | Added |
| Amalgamated Bank | 10,972 | $2.30M | 0.02% | +130+1.2% | Added |
| Azzad Asset Management Inc | 10,902 | $2.28M | 0.22% | +182+1.7% | Added |
| HSBC Holdings PLC | 10,562 | $2.21M | 0.00% | −871−7.6% | Reduced |
| Arizona State Retirement System | 10,463 | $2.19M | 0.01% | −674−6.1% | Reduced |
| Gotham Asset Management, LLC | 10,378 | $2.17M | 0.01% | −866−7.7% | Reduced |
| Green Alpha Advisors, LLC | 10,319 | $2.16M | 1.98% | −154−1.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,175 | $2.13M | 0.02% | −268−2.6% | Reduced |
| Weiss Asset Management LP | 10,168 | $2.13M | 0.03% | +10,168 | New |
| Teacher Retirement System of Texas | 9,769 | $2.05M | 0.01% | −4,803−33.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,832 | $2.01M | 0.04% | −5−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,344 | $1.96M | 0.01% | −246−2.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,334 | $1.95M | 0.14% | +9,334 | New |
| M&T Bank Corp | 8,959 | $1.88M | 0.01% | +1,280+16.7% | Added |
| Integrated Quantitative Investments LLC | 8,944 | $1.87M | 0.40% | +8,944 | New |
| Virginia Retirement Systems Et Al | 8,862 | $1.86M | 0.01% | +2,550+40.4% | Added |
| American Century Companies Inc | 8,845 | $1.85M | 0.00% | +1,464+19.8% | Added |
| Atria Investments LLC | 8,840 | $1.85M | 0.02% | −193−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,615 | $1.80M | 0.02% | +100+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,571 | $1.79M | 0.01% | +723+9.2% | Added |
| Pinnacle Financial Partners, Inc. | 8,563 | $1.79M | 0.01% | +8,563 | New |
| Merit Financial Group, LLC | 8,542 | $1.79M | 0.01% | +8,542 | New |
| Marshall Wace, LLP | 8,540 | $1.79M | 0.00% | +3,726+77.4% | Added |
| KLP Kapitalforvaltning AS | 8,500 | $1.78M | 0.01% | +700+9.0% | Added |
| Fieldview Capital Management, LLC | 8,396 | $1.76M | 0.30% | +8,396 | New |
| TD Asset Management Inc | 8,328 | $1.74M | 0.00% | +148+1.8% | Added |
| Victory Capital Management Inc | 8,184 | $1.71M | 0.00% | −1,816−18.2% | Reduced |
| Truist Financial Corp | 8,149 | $1.71M | 0.00% | −18,631−69.6% | Reduced |
| Jennison Associates LLC | 7,952 | $1.66M | 0.00% | +7,952 | New |
| MML Investors Services, LLC | 7,717 | $1.62M | 0.00% | +520+7.2% | Added |
| Jefferies Financial Group Inc. | 7,650 | $1.60M | 0.01% | +7,650 | New |
| JustInvest LLC | 7,613 | $1.59M | 0.02% | +280+3.8% | Added |
| ProShare Advisors LLC | 7,332 | $1.54M | 0.00% | +228+3.2% | Added |
| Tudor Investment Corp Et Al | 7,248 | $1.52M | 0.01% | −8,111−52.8% | Reduced |
| NorthRock Partners, LLC | 7,134 | $1.49M | 0.03% | −848−10.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,091 | $1.48M | 0.01% | +1,171+19.8% | Added |
| Gabelli Funds LLC | 7,000 | $1.47M | 0.01% | −3,151−31.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,925 | $1.45M | 0.00% | −1,640−19.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,890 | $1.44M | 0.33% | +5,165+299.4% | Added |