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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 6,837 | $1.43M | 0.00% | +377+5.8% | Added |
| CI Private Wealth, LLC | 6,766 | $1.42M | 0.00% | +13+0.2% | Added |
| Sheets Smith Wealth Management | 6,544 | $1.37M | 0.15% | −1,094−14.3% | Reduced |
| Peterson Wealth Services | 6,399 | $1.34M | 0.34% | +2,646+70.5% | Added |
| Pictet Asset Management Holding SA | 5,959 | $1.25M | 0.00% | +256+4.5% | Added |
| Mariner, LLC | 5,949 | $1.24M | 0.00% | −3,626−37.9% | Reduced |
| QRG Capital Management, Inc. | 5,790 | $1.21M | 0.01% | +691+13.6% | Added |
| Hollencrest Capital Management | 5,542 | $1.16M | 0.04% | +5,542 | New |
| Maryland State Retirement & Pension System | 5,530 | $1.16M | 0.02% | +117+2.2% | Added |
| Wolverine Asset Management LLC | 5,289 | $1.11M | 0.02% | +5,289 | New |
| IAM Advisory, LLC | 5,132 | $1.07M | 0.24% | +5,132 | New |
| Virtu Financial LLC | 5,131 | $1.07M | 0.04% | +5,131 | New |
| Nisa Investment Advisors, LLC | 5,069 | $1.06M | 0.00% | −20−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,464 | $1.04M | 0.00% | +96+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,930 | $1.03M | 0.01% | +4,930 | New |
| Mount Yale Investment Advisors, LLC | 4,913 | $1.03M | 0.05% | −155−3.1% | Reduced |
| Ethic Inc. | 4,911 | $1.03M | 0.02% | −267−5.2% | Reduced |
| US Bancorp | 4,860 | $1.02M | 0.00% | −3,358−40.9% | Reduced |
| First Citizens Bank & Trust Co | 4,852 | $1.02M | 0.02% | +171+3.7% | Added |
| Bridgewater Associates, LP | 4,849 | $1.02M | 0.00% | −4,624−48.8% | Reduced |
| Flputnam Investment Management Co | 4,782 | $1.00M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,781 | $1.00M | 0.01% | −941−16.4% | Reduced |
| First National Bank of Omaha | 4,613 | $965.8K | 0.03% | −768−14.3% | Reduced |
| Glenmede Trust Co NA | 4,470 | $935.9K | 0.00% | +4,470 | New |
| Public Employees Retirement Association of Colorado | 4,452 | $932.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,297 | $899.7K | 0.01% | +4,297 | New |
| Vontobel Holding Ltd. | 4,293 | $898.8K | 0.00% | −212−4.7% | Reduced |
| Connable Office Inc | 4,200 | $879.4K | 0.08% | −343−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 4,036 | $845.0K | 0.00% | −3,480−46.3% | Reduced |
| QSV Equity Investors LLC | 4,027 | $843.1K | 1.25% | −5,436−57.4% | Reduced |
| Vident Advisory, LLC | 3,819 | $799.7K | 0.01% | −1,449−27.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,609 | $758.7K | 0.01% | −1,434−28.4% | Reduced |
| Guggenheim Capital LLC | 3,467 | $725.9K | 0.01% | +3,467 | New |
| Commerce Bank | 3,404 | $712.7K | 0.00% | −31−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,241 | $678.6K | 0.01% | +9+0.3% | Added |
| Ameritas Investment Partners, Inc. | 3,114 | $652.0K | 0.02% | −37−1.2% | Reduced |
| Keybank National Association | 3,076 | $644.0K | 0.00% | +3,076 | New |
| Engineers Gate Manager LP | 3,066 | $641.9K | 0.01% | +125+4.3% | Added |
| Janney Montgomery Scott LLC | 3,027 | $634.0K | 0.00% | −404−11.8% | Reduced |
| Inceptionr LLC | 3,009 | $630.0K | 0.17% | +1,324+78.6% | Added |
| Burney Co | 2,975 | $622.9K | 0.02% | −1,635−35.5% | Reduced |
| Xponance, Inc. | 2,972 | $622.2K | 0.00% | +14+0.5% | Added |
| Swiss Life Asset Management Ltd | 2,965 | $620.8K | 0.00% | +1,177+65.8% | Added |
| Evergreen Capital Management LLC | 2,960 | $619.7K | 0.01% | +19+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,944 | $616.4K | 0.00% | +1,133+62.6% | Added |
| Bokf, NA | 2,936 | $614.7K | 0.01% | −25−0.8% | Reduced |
| Baron Wealth Management LLC | 2,877 | $602.4K | 0.19% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,872 | $601.3K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,864 | $599.6K | 0.02% | +1,292+82.2% | Added |
| Coldstream Capital Management Inc | 2,856 | $598.0K | 0.01% | +65+2.3% | Added |
| Round Rock Advisors, LLC | 2,844 | $595.4K | 0.09% | −420−12.9% | Reduced |
| Callan Family Office, LLC | 2,798 | $585.8K | 0.01% | +2,798 | New |
| Everence Capital Management Inc | 2,780 | $582.0K | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,759 | $577.7K | 0.03% | +2,759 | New |
| Integrated Investment Consultants, LLC | 2,741 | $573.9K | 0.11% | −97−3.4% | Reduced |
| Susquehanna International Group, LLP | 2,738 | $573.3K | 0.00% | −1,839−40.2% | Reduced |
| Robotti Robert | 2,725 | $570.5K | 0.10% | −2,000−42.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $564.5K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,694 | $564.0K | 0.00% | +498+22.7% | Added |
| Occudo Quantitative Strategies LP | 2,662 | $557.3K | 0.04% | −709−21.0% | Reduced |
| GAMMA Investing LLC | 2,592 | $542.7K | 0.03% | +327+14.4% | Added |
| Baird Financial Group, Inc. | 2,530 | $529.7K | 0.00% | +72+2.9% | Added |
| CIBC World Markets Corp | 2,496 | $522.6K | 0.00% | +2,496 | New |
| Allspring Global Investments Holdings, LLC | 2,279 | $505.9K | 0.00% | +2,279 | New |
| Mackenzie Financial Corp | 2,370 | $504.8K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,285 | $478.5K | 0.01% | +305+15.4% | Added |
| Freestone Capital Holdings, LLC | 2,281 | $477.6K | 0.01% | −409−15.2% | Reduced |
| CWM Advisors, LLC | 2,230 | $466.9K | 0.04% | −492−18.1% | Reduced |
| Abel Hall, LLC | 2,214 | $463.5K | 0.11% | +2,214 | New |
| Jump Financial, LLC | 2,200 | $460.6K | 0.01% | +2,200 | New |
| Resources Investment Advisors, LLC. | 2,171 | $454.5K | 0.00% | −646−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 2,154 | $450.9K | 0.00% | +136+6.7% | Added |
| Sequoia Financial Advisors, LLC | 2,141 | $448.3K | 0.00% | +599+38.8% | Added |
| Jackson Creek Investment Advisors LLC | 2,127 | $445.0K | 0.13% | −1,273−37.4% | Reduced |
| Optimize Financial Inc | 2,084 | $436.3K | 0.22% | +28+1.4% | Added |
| FORA Capital, LLC | 2,179 | $432.6K | 0.05% | +2,179 | New |
| Crossmark Global Holdings, Inc. | 2,059 | $431.1K | 0.01% | +30+1.5% | Added |
| State of Wisconsin Investment Board | 2,044 | $428.0K | 0.00% | −1,546−43.1% | Reduced |
| HighPoint Advisor Group LLC | 2,042 | $427.5K | 0.01% | +317+18.4% | Added |
| Compton Wealth Advisory Group, LLC | 2,040 | $427.1K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 2,032 | $425.4K | 0.04% | +2,032 | New |
| Ifrah Financial Services, Inc. | 2,019 | $422.7K | 0.11% | −227−10.1% | Reduced |
| David J Yvars Group | 2,005 | $419.8K | 0.22% | 00.0% | Unchanged |
| CWM, LLC | 2,001 | $419.0K | 0.00% | +154+8.3% | Added |
| 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 |
| Trust Point Inc. | 1,982 | $415.0K | 0.03% | −70−3.4% | Reduced |
| RSM US Wealth Management LLC | 1,935 | $412.9K | 0.01% | +186+10.6% | Added |
| Heritage Family Offices, LLP | 1,927 | $403.4K | 0.18% | −503−20.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,885 | $394.7K | 0.01% | +688+57.5% | Added |
| Vise Technologies, Inc. | 1,874 | $392.4K | 0.01% | +528+39.2% | Added |
| Skopos Labs, Inc. | 1,804 | $391.9K | 0.02% | +1,804 | New |
| D.A. Davidson & Co. | 1,842 | $385.7K | 0.00% | −18−1.0% | Reduced |
| Mirabella Financial Services LLP | 1,758 | $368.1K | 0.04% | +1,758 | New |
| Savvy Advisors, Inc. | 1,712 | $358.4K | 0.01% | +8+0.5% | Added |
| Two Sigma Securities, LLC | 1,699 | $355.7K | 0.05% | +1,699 | New |
| Profund Advisors LLC | 1,692 | $354.3K | 0.01% | −4−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,683 | $352.0K | 0.00% | +126+8.1% | Added |
| Howe & Rusling Inc | 1,676 | $350.9K | 0.02% | −493−22.7% | Reduced |
| HRT Financial LP | 1,658 | $347.0K | 0.00% | −8,226−83.2% | Reduced |