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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,656 | $346.7K | 0.00% | +122+8.0% | Added |
| Susquehanna Fundamental Investments, LLC | 1,650 | $345.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,624 | $340.0K | 0.00% | −601−27.0% | Reduced |
| Regions Financial Corp | 1,623 | $339.8K | 0.00% | +191+13.3% | Added |
| Legacy Wealth Asset Management, LLC | 1,604 | $335.8K | 0.08% | +1,604 | New |
| D. E. Shaw & Co., Inc. | 1,600 | $335.0K | 0.00% | −4,953−75.6% | Reduced |
| Canada Pension Plan Investment Board | 1,600 | $335.0K | 0.00% | −1,800−52.9% | Reduced |
| Ellevest, Inc. | 1,560 | $326.6K | 0.05% | −83−5.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,455 | $304.6K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,441 | $301.7K | 0.01% | −124−7.9% | Reduced |
| Portside Wealth Group, LLC | 1,434 | $300.2K | 0.04% | +1,434 | New |
| Kestra Advisory Services, LLC | 1,433 | $300.1K | 0.00% | +1,433 | New |
| Anb Bank | 1,399 | $292.9K | 0.12% | +1,399 | New |
| Smartleaf Asset Management LLC | 1,367 | $291.7K | 0.01% | +221+19.3% | Added |
| Sage Rhino Capital LLC | 1,342 | $281.0K | 0.05% | −19−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,334 | $279.3K | 0.00% | +431+47.7% | Added |
| Forum Financial Management, LP | 1,310 | $274.3K | 0.00% | +1,310 | New |
| GWM Advisors LLC | 1,257 | $263.2K | 0.00% | +870+224.8% | Added |
| Sowell Financial Services LLC | 1,249 | $261.5K | 0.01% | +1,249 | New |
| CIBC Asset Management Inc | 1,226 | $256.7K | 0.00% | −1,222−49.9% | Reduced |
| Ares Systematic Credit Ltd | 1,225 | $256.5K | 0.21% | +1,225 | New |
| Harvest Fund Management Co., Ltd | 1,224 | $256.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,207 | $252.7K | 0.00% | +822+213.5% | Added |
| Signaturefd, LLC | 1,198 | $250.8K | 0.00% | +29+2.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,191 | $249.4K | 0.05% | +1,191 | New |
| Colony Group, LLC | 1,177 | $246.6K | 0.00% | −16,559−93.4% | Reduced |
| Hartline Investment Corp | 1,174 | $245.8K | 0.03% | −4−0.3% | Reduced |
| Journey Strategic Wealth LLC | 1,166 | $244.1K | 0.01% | +1,166 | New |
| Rehmann Capital Advisory Group | 1,160 | $242.9K | 0.01% | +1,160 | New |
| Principal Securities, Inc. | 1,152 | $241.2K | 0.00% | +90+8.5% | Added |
| KBC Group NV | 1,144 | $240.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,140 | $238.7K | 0.01% | +1,140 | New |
| Ritholtz Wealth Management | 1,117 | $233.9K | 0.00% | +1,117 | New |
| Steward Partners Investment Advisory, LLC | 1,115 | $233.5K | 0.00% | −40−3.5% | Reduced |
| Globeflex Capital L P | 1,103 | $230.9K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,090 | $228.2K | 0.05% | +1,090 | New |
| Twelve Points Wealth Management LLC | 1,034 | $227.1K | 0.05% | +1,034 | New |
| Greenleaf Trust | 1,055 | $220.9K | 0.00% | +1,055 | New |
| Advisors Asset Management, Inc. | 1,055 | $220.9K | 0.00% | +223+26.8% | Added |
| Symphony Financial Services, Inc. | 1,050 | $219.8K | 0.11% | +1,050 | New |
| Krilogy Financial LLC | 829 | $218.1K | 0.01% | +829 | New |
| Hilltop National Bank | 1,023 | $214.2K | 0.05% | −170−14.2% | Reduced |
| Navalign, LLC | 1,020 | $213.5K | 0.05% | +1,020 | New |
| Mach-1 Financial Group, Inc. | 1,010 | $211.5K | 0.04% | +1,010 | New |
| Cooper Financial Group | 1,000 | $209.4K | 0.02% | +1,000 | New |
| Versant Capital Management, Inc | 956 | $200.2K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 906 | $189.7K | 0.00% | +58+6.8% | Added |
| Exchange Traded Concepts, LLC | 824 | $172.5K | 0.00% | +824 | New |
| Horizon Investments, LLC | 824 | $172.5K | 0.00% | +824 | New |
| Pinnacle Wealth Planning Services, Inc. | 801 | $167.7K | 0.02% | +801 | New |
| Allworth Financial LP | 676 | $141.5K | 0.00% | +94+16.2% | Added |
| Fifth Third Bancorp | 665 | $139.2K | 0.00% | −11−1.6% | Reduced |
| M&G Plc | 652 | $136.3K | 0.00% | +652 | New |
| Central Pacific Bank - Trust Division | 590 | $123.5K | 0.02% | −170−22.4% | Reduced |
| Farther Finance Advisors, LLC | 554 | $116.0K | 0.00% | +381+220.2% | Added |
| Huntington National Bank | 489 | $102.4K | 0.00% | −52−9.6% | Reduced |
| SRS Capital Advisors, Inc. | 471 | $98.6K | 0.00% | −435−48.0% | Reduced |
| Godfrey Financial Associates, Inc. | 450 | $94.2K | 0.08% | +450 | New |
| SageView Advisory Group, LLC | 441 | $92.4K | 0.00% | +441 | New |
| Parallel Advisors, LLC | 436 | $91.3K | 0.00% | +7+1.6% | Added |
| Umb Bank N A | 433 | $90.7K | 0.00% | +108+33.2% | Added |
| Jones Financial Companies LLLP | 404 | $84.6K | 0.00% | +266+192.8% | Added |
| EverSource Wealth Advisors, LLC | 361 | $75.6K | 0.00% | −13−3.5% | Reduced |
| MAI Capital Management | 360 | $75.4K | 0.00% | −13−3.5% | Reduced |
| Torren Management, LLC | 299 | $62.6K | 0.03% | +299 | New |
| Salomon & Ludwin, LLC | 271 | $61.7K | 0.01% | +7+2.7% | Added |
| Wellington Grp LLC | 288 | $60.3K | 0.02% | +288 | New |
| Employees Retirement System of Texas | 285 | $60.0K | 0.00% | +285 | New |
| State of Wyoming | 265 | $55.5K | 0.01% | +265 | New |
| Sterling Capital Management LLC | 246 | $51.5K | 0.00% | +154+167.4% | Added |
| Park Place Capital Corp | 242 | $50.7K | 0.01% | +242 | New |
| Measured Wealth Private Client Group, LLC | 233 | $48.8K | 0.01% | +21+9.9% | Added |
| Leonteq Securities AG | 217 | $45.4K | 0.00% | +24+12.4% | Added |
| USA Financial Portformulas Corp | 209 | $43.8K | 0.01% | −107−33.9% | Reduced |
| Danske Bank A/S | 200 | $41.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 194 | $40.6K | 0.00% | +56+40.6% | Added |
| Basecamp Wealth Advisors LLC | 191 | $40.0K | 0.01% | +191 | New |
| Massmutual Trust Co FSB | 180 | $37.7K | 0.00% | +37+25.9% | Added |
| Parkside Financial Bank & Trust | 171 | $35.8K | 0.00% | +13+8.2% | Added |
| Private Trust Co NA | 165 | $34.5K | 0.00% | +13+8.6% | Added |
| Cornerstone Planning Group LLC | 124 | $32.7K | 0.01% | −395−76.1% | Reduced |
| Twin Tree Management, LP | 153 | $32.0K | 0.00% | +153 | New |
| Archer Investment Corp | 150 | $31.4K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 140 | $29.3K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 137 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 137 | $28.7K | 0.02% | +137 | New |
| Kemnay Advisory Services Inc. | 121 | $25.3K | 0.00% | +121 | New |
| Sound Income Strategies, LLC | 95 | $24.1K | 0.00% | +95 | New |
| NBC Securities, Inc. | 109 | $22.8K | 0.00% | +109 | New |
| Wellington-Altus USA Inc. | 106 | $22.2K | 0.02% | +106 | New |
| Quest Partners LLC | 104 | $21.8K | 0.00% | −786−88.3% | Reduced |
| Larson Financial Group LLC | 101 | $21.1K | 0.00% | +12+13.5% | Added |
| Global Retirement Partners, LLC | 92 | $19.3K | 0.00% | +16+21.1% | Added |
| Bare Financial Services, Inc | 90 | $18.8K | 0.01% | +4+4.7% | Added |
| Elequin Capital LP | 88 | $18.4K | 0.00% | +88 | New |
| Covestor Ltd | 86 | $18.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 85 | $17.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 81 | $17.0K | 0.00% | +2+2.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $15.7K | 0.00% | +75 | New |