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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 465 institutions
Q1 2021: 299 institutionsQ2 2021: 278 institutionsQ3 2021: 258 institutionsQ4 2021: 271 institutionsQ1 2022: 269 institutionsQ2 2022: 261 institutionsQ3 2022: 275 institutionsQ4 2022: 306 institutionsQ1 2023: 288 institutionsQ2 2023: 291 institutionsQ3 2023: 296 institutionsQ4 2023: 291 institutionsQ1 2024: 311 institutionsQ2 2024: 306 institutionsQ3 2024: 316 institutionsQ4 2024: 319 institutionsQ1 2025: 355 institutionsQ2 2025: 372 institutionsQ3 2025: 401 institutionsQ4 2025: 465 institutionsQ1 2026: 580 institutionsQ2 2026: 683 institutions
Value heldQ4 2025: $8.61B
Q1 2021: $4.02BQ2 2021: $4.22BQ3 2021: $3.23BQ4 2021: $3.34BQ1 2022: $3.22BQ2 2022: $2.70BQ3 2022: $2.88BQ4 2022: $3.20BQ1 2023: $3.67BQ2 2023: $4.21BQ3 2023: $3.97BQ4 2023: $4.36BQ1 2024: $4.00BQ2 2024: $4.33BQ3 2024: $4.18BQ4 2024: $4.73BQ1 2025: $3.83BQ2 2025: $5.28BQ3 2025: $6.81BQ4 2025: $8.61BQ1 2026: $13.2BQ2 2026: $15.0B
Institutions holding AEIS and their total value by quarter
QuarterHoldersValue
Q2 2026683$15.0B
Q1 2026580$13.2B
Q4 2025465$8.61B
Q3 2025401$6.81B
Q2 2025372$5.28B
Q1 2025355$3.83B
Q4 2024319$4.73B
Q3 2024316$4.18B
Q2 2024306$4.33B
Q1 2024311$4.00B
Q4 2023291$4.36B
Q3 2023296$3.97B
Q2 2023291$4.21B
Q1 2023288$3.67B
Q4 2022306$3.20B
Q3 2022275$2.88B
Q2 2022261$2.70B
Q1 2022269$3.22B
Q4 2021271$3.34B
Q3 2021258$3.23B
Q2 2021278$4.22B
Q1 2021299$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.

Institutions holding AEIS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC72$15.1K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.65$13.6K0.00%+65New
Acumen Wealth Advisors, LLC61$12.8K0.00%+61New
Bell Investment Advisors, Inc53$11.1K0.00%+34+178.9%Added
WealthCollab, LLC52$10.9K0.00%00.0%Unchanged
SBI Securities Co., Ltd.49$10.3K0.00%+7+16.7%Added
Hillsdale Investment Management Inc.45$9.42K0.00%−15−25.0%Reduced
Keating Financial Advisory Services, Inc.44$9.21K0.00%+44New
MJT & Associates Financial Advisory Group, Inc.40$8.38K0.01%00.0%Unchanged
Rothschild Investment LLC39$8.16K0.00%+4+11.4%Added
Clearstead Advisors, LLC37$7.75K0.00%+4+12.1%Added
High Note Wealth, LLC35$7.33K0.00%−2−5.4%Reduced
Retirement Wealth Solutions LLC34$7.12K0.00%+4+13.3%Added
Truvestments Capital LLC30$6.28K0.00%+2+7.1%Added
McMillan Office, Inc.27$5.65K0.00%+27New
JFS Wealth Advisors, LLC25$5.24K0.00%+15+150.0%Added
Federation des caisses Desjardins du Quebec25$5.23K0.00%+25New
MidFirst Bank2,016$5.23K0.00%+2,016New
Atlantic Edge Private Wealth Management, LLC23$4.82K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc22$4.61K0.00%−2−8.3%Reduced
IMA Wealth, Inc.22$4.61K0.00%+22New
IFP Advisors, Inc21$4.40K0.00%−9−30.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC21$4.40K0.00%00.0%Unchanged
Signature Equity Partners, LLC17$3.56K0.00%+17New
Rialto Wealth Management, LLC17$3.56K0.00%00.0%Unchanged
Kilter Group LLC17$3.56K0.00%+17New
North Star Investment Management Corp.16$3.35K0.00%+16New
Quarry LP16$3.35K0.00%+16New
Plante Moran Financial Advisors, LLC15$3.14K0.00%00.0%Unchanged
Elyxium Wealth, LLC15$3.14K0.00%+15New
Tompkins Financial Corp14$2.93K0.00%+14New
UMA Financial Services, Inc.12$2.51K0.00%+6+100.0%Added
Montag A & Associates Inc12$2.46K0.00%−8−40.0%Reduced
HFM Investment Advisors, LLC11$2.30K0.00%+9+450.0%Added
Essential Partners LLC11$2.30K0.00%+2+22.2%Added
Optiver Holding B.V.10$2.09K0.00%−38−79.2%Reduced
Hughes Financial Services, LLC10$2.09K0.00%−2−16.7%Reduced
Financial Network Wealth Advisors LLC10$2.09K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$2.09K0.00%+10New
Wealth Watch Advisors, INC8$1.68K0.00%00.0%Unchanged
Zions Bancorporation, National Association8$1.68K0.00%+8New
Caitong International Asset Management Co., Ltd8$1.68K0.00%+8New
Fortitude Family Office, LLC7$1.47K0.00%−4−36.4%Reduced
Private Wealth Management Group, LLC7$1.47K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.7$1.47K0.00%+7New
DiNuzzo Private Wealth, Inc.6$1.26K0.00%00.0%Unchanged
Chilton Capital Management LLC6$1.26K0.00%+6New
CVA Family Office, LLC6$1.26K0.00%00.0%Unchanged
Ankerstar Wealth, LLC6$1.26K0.00%+6New
Abound Wealth Management6$1.15K0.00%+4+200.0%Added
First Horizon Corp5$1.05K0.00%00.0%Unchanged
Rossby Financial, LCC5$1.05K0.00%+1+25.0%Added
TD Capital Management LLC5$1.05K0.00%+5New
Trust Co5$1.05K0.00%+5New
Bay Harbor Wealth Management, LLC5$1.05K0.00%+1+25.0%Added
SJS Investment Consulting Inc.3$6290.00%+1+50.0%Added
Gilpin Wealth Management, LLC3$6290.00%+3New
Cedar Mountain Advisors, LLC3$6280.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$4190.00%00.0%Unchanged
Flagship Harbor Advisors, LLC2$4190.00%+2New
Harbour Investments, Inc.1$2090.00%+1New
DV Trading LLC1$2090.00%+1New
Activest Wealth Management1$1540.00%00.0%Unchanged
Dunhill Financial, LLC1$1300.00%+1New
Avion Wealth4$00.00%00.0%Unchanged
Macquarie Group Ltd0$00.00%−195,177−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−48,826−100.0%Sold out
Roubaix Capital, LLC0$00.00%−25,857−100.0%Sold out
Squarepoint Ops LLC0$00.00%−15,949−100.0%Sold out
Andra AP-fonden0$00.00%−11,152−100.0%Sold out
Cambiar Investors LLC0$00.00%−10,781−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−6,670−100.0%Sold out
Park Avenue Securities LLC0$00.00%−6,175−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,542−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,485−100.0%Sold out
Citadel Advisors LLC0$00.00%−4,028−100.0%Sold out
Pitcairn Co0$00.00%−3,902−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−3,340−100.0%Sold out
Sandler Capital Management0$00.00%−3,227−100.0%Sold out
MQS Management LLC0$00.00%−2,822−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−1,392−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−1,356−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,321−100.0%Sold out
PVG Asset Management Corp0$00.00%−1,233−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,226−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,182−100.0%Sold out
Walleye Capital LLC0$00.00%−987−100.0%Sold out
Wexford Capital LP0$00.00%−779−100.0%Sold out
Advisory Services Network, LLC0$00.00%−381−100.0%Sold out
Manchester Capital Management LLC0$00.00%−325−100.0%Sold out
Rise Advisors, LLC0$00.00%−101−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−55−100.0%Sold out
Mather Group, LLC.0$00.00%−35−100.0%Sold out
Isthmus Partners, LLC0$00.00%−30,058−100.0%Sold out
Atlantic Trust, LLC0$00.00%−20−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−9−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−5−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−5−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−5−100.0%Sold out
Synovus Financial Corp––––Not filed