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; 682 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, Q1 2026
Institutional positions in Advanced Energy Industries Inc as of Mar 31, 2026. 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
- 580
- +122 vs. Q4 2025
- Shares held
- 41.0M
- +5.22M (+14.6%) vs. Q4 2025
- Total value
- $13.2B
- +$5.67B (+75.8%) vs. Q4 2025
- New holders
- 164
- 168 more added
- Sold out
- 42
- 201 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 682 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,470,740 | $2.09B | 0.04% | +385,714+6.3% | Added |
| Vanguard Portfolio Management LLC | 2,319,376 | $748.5M | 0.04% | +2,319,376 | New |
| Invesco Ltd. | 1,832,738 | $591.4M | 0.06% | +258,729+16.4% | Added |
| Vanguard Capital Management LLC | 1,692,377 | $546.1M | 0.01% | +1,692,377 | New |
| FMR LLC | 1,586,650 | $512.0M | 0.03% | −285,971−15.3% | Reduced |
| State Street Corp | 1,451,136 | $468.3M | 0.02% | −86,752−5.6% | Reduced |
| Ameriprise Financial Inc | 1,310,558 | $422.9M | 0.10% | −331,595−20.2% | Reduced |
| Earnest Partners LLC | 1,226,487 | $395.8M | 1.63% | −181,881−12.9% | Reduced |
| Geode Capital Management, LLC | 1,120,237 | $364.1M | 0.02% | +163,258+17.1% | Added |
| Bank of America Corp | 1,061,129 | $342.4M | 0.03% | +151,381+16.6% | Added |
| Whale Rock Capital Management LLC | 1,022,112 | $329.8M | 4.26% | +1,022,112 | New |
| Dimensional Fund Advisors LP | 652,107 | $210.4M | 0.04% | −26,794−3.9% | Reduced |
| GW&K Investment Management, LLC | 601,105 | $194.0M | 1.71% | −80,455−11.8% | Reduced |
| Neuberger Berman Group LLC | 583,343 | $188.3M | 0.14% | −170,410−22.6% | Reduced |
| Franklin Resources Inc | 532,529 | $171.9M | 0.04% | +45,035+9.2% | Added |
| Principal Financial Group Inc | 504,435 | $162.8M | 0.09% | −75,107−13.0% | Reduced |
| Northern Trust Corp | 480,894 | $155.2M | 0.02% | +76,811+19.0% | Added |
| Goldman Sachs Group Inc | 469,942 | $151.7M | 0.02% | −62,623−11.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 469,935 | $151.7M | 0.51% | +42,261+9.9% | Added |
| Charles Schwab Investment Management Inc | 417,805 | $134.8M | 0.02% | −53,705−11.4% | Reduced |
| Massachusetts Financial Services Co | 406,171 | $131.1M | 0.04% | −160,247−28.3% | Reduced |
| Wellington Management Group LLP | 387,476 | $125.0M | 0.02% | −40,422−9.4% | Reduced |
| Fisher Asset Management, LLC | 344,155 | $111.1M | 0.04% | −50,031−12.7% | Reduced |
| Loomis Sayles & Co L P | 336,351 | $108.5M | 0.15% | −153,149−31.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 335,591 | $108.3M | 0.06% | +48,842+17.0% | Added |
| Analog Century Management LP | 324,651 | $104.8M | 5.00% | −139,288−30.0% | Reduced |
| Morgan Stanley | 316,505 | $102.1M | 0.01% | −75,136−19.2% | Reduced |
| Silvercrest Asset Management Group LLC | 304,209 | $98.2M | 0.71% | −78,353−20.5% | Reduced |
| Millennium Management LLC | 303,180 | $97.8M | 0.07% | +101,811+50.6% | Added |
| Alliancebernstein L.P. | 457,543 | $95.8M | 0.03% | −106,004−18.8% | Reduced |
| BNP Paribas Arbitrage, SA | 291,430 | $94.0M | 0.06% | +166,931+134.1% | Added |
| Bank of New York Mellon Corp | 281,624 | $90.9M | 0.02% | +23,252+9.0% | Added |
| Bamco Inc | 268,725 | $86.7M | 0.26% | −30,416−10.2% | Reduced |
| New York State Common Retirement Fund | 266,606 | $86.0M | 0.12% | −10,187−3.7% | Reduced |
| Snyder Capital Management L P | 263,357 | $85.0M | 1.65% | −59,718−18.5% | Reduced |
| Vanguard Fiduciary Trust Co | 262,744 | $84.8M | 0.02% | +262,744 | New |
| Price T Rowe Associates Inc | 254,394 | $82.1M | 0.01% | +184,249+262.7% | Added |
| T. Rowe Price Investment Management, Inc. | 231,240 | $74.6M | 0.05% | −48,979−17.5% | Reduced |
| Channing Capital Management, LLC | 230,533 | $74.4M | 1.91% | −67,048−22.5% | Reduced |
| Manufacturers Life Insurance Company, The | 227,890 | $73.5M | 0.06% | −77,249−25.3% | Reduced |
| SEI Investments Co | 223,293 | $72.1M | 0.07% | +19,830+9.7% | Added |
| TD Asset Management Inc | 215,142 | $69.4M | 0.06% | +206,814+2,483.4% | Added |
| Congress Asset Management Co | 207,371 | $66.9M | 0.48% | −19,511−8.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204,192 | $65.9M | 0.08% | −5,530−2.6% | Reduced |
| Envestnet Asset Management Inc | 203,880 | $65.8M | 0.02% | −43,906−17.7% | Reduced |
| AQR Capital Management LLC | 203,986 | $63.4M | 0.03% | +173,399+566.9% | Added |
| Wells Fargo & Company | 190,930 | $61.6M | 0.01% | −101,001−34.6% | Reduced |
| UBS Group AG | 177,392 | $57.2M | 0.01% | −10,671−5.7% | Reduced |
| Driehaus Capital Management LLC | 177,018 | $57.1M | 0.42% | +177,018 | New |
| Summit Partners Public Asset Management, LLC | 166,418 | $53.7M | 2.49% | −154,500−48.1% | Reduced |
| Nomura Asset Management International Inc. | 160,533 | $51.8M | 0.09% | −17,671−9.9% | Reduced |
| Aristotle Capital Boston, LLC | 151,391 | $48.9M | 3.04% | −36,463−19.4% | Reduced |
| First Trust Advisors LP | 144,751 | $46.7M | 0.03% | −23,365−13.9% | Reduced |
| JPMorgan Chase & Co | 150,054 | $44.8M | 0.00% | +81,861+120.0% | Added |
| Federated Hermes, Inc. | 120,608 | $38.9M | 0.06% | +12,657+11.7% | Added |
| Sora Investors LLC | 120,268 | $38.8M | 3.57% | −55,260−31.5% | Reduced |
| Rhumbline Advisers | 116,037 | $37.4M | 0.03% | +11,970+11.5% | Added |
| Jane Street Group, LLC | 114,423 | $36.9M | 0.04% | +94,861+484.9% | Added |
| Oribel Capital Management, LP | 113,800 | $36.7M | 5.59% | +113,800 | New |
| Hardman Johnston Global Advisors LLC | 111,130 | $35.9M | 1.70% | −10,854−8.9% | Reduced |
| Nuveen, LLC | 108,570 | $35.0M | 0.01% | +9,364+9.4% | Added |
| Senator Investment Group LP | 100,000 | $32.3M | 1.48% | +100,000 | New |
| MetLife Investment Management | 99,863 | $32.2M | 0.16% | +16,872+20.3% | Added |
| UBS Asset Management Americas Inc | 98,684 | $31.8M | 0.01% | +2,899+3.0% | Added |
| Point72 Asset Management, L.P. | 96,548 | $31.2M | 0.05% | −5,644−5.5% | Reduced |
| Acadian Asset Management LLC | 92,675 | $29.9M | 0.04% | +78,716+563.9% | Added |
| WCM Investment Management, LLC | 98,692 | $29.4M | 0.07% | −2,700−2.7% | Reduced |
| Raymond James Financial Inc | 91,130 | $29.4M | 0.01% | +6,273+7.4% | Added |
| Fort Washington Investment Advisors Inc | 89,732 | $29.0M | 0.16% | +4,570+5.4% | Added |
| Amanah Holdings Trust | 85,000 | $27.4M | 3.02% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 84,350 | $27.2M | 0.86% | +4,700+5.9% | Added |
| First Eagle Investment Management, LLC | 81,818 | $26.4M | 0.04% | −16,655−16.9% | Reduced |
| Pinnacle Associates Ltd | 79,632 | $25.7M | 0.33% | −9,936−11.1% | Reduced |
| Tributary Capital Management, LLC | 79,628 | $25.7M | 2.49% | −60,331−43.1% | Reduced |
| Segall Bryant & Hamill, LLC | 77,539 | $25.0M | 0.36% | −81,496−51.2% | Reduced |
| Susquehanna International Group, LLP | 75,832 | $24.5M | 0.03% | +73,094+2,669.6% | Added |
| Marshall Wace, LLP | 75,271 | $24.3M | 0.03% | +66,731+781.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,163 | $24.3M | 0.06% | +25,419+51.1% | Added |
| Swiss National Bank | 74,600 | $24.1M | 0.01% | +300+0.4% | Added |
| Bessemer Group Inc | 74,154 | $23.9M | 0.04% | +33,555+82.6% | Added |
| California Public Employees Retirement System | 72,359 | $23.4M | 0.01% | +6,601+10.0% | Added |
| Axiom Investors LLC | 70,543 | $22.8M | 0.25% | +70,543 | New |
| Deutsche Bank AG | 70,297 | $22.7M | 0.01% | −1,980−2.7% | Reduced |
| Qube Research & Technologies Ltd | 68,879 | $22.2M | 0.03% | −29,240−29.8% | Reduced |
| Citigroup Inc | 67,428 | $21.8M | 0.01% | −32,291−32.4% | Reduced |
| Lord, Abbett & Co. LLC | 67,220 | $21.7M | 0.07% | −46,950−41.1% | Reduced |
| Peregrine Capital Management LLC | 61,641 | $19.9M | 0.74% | −15,682−20.3% | Reduced |
| LPL Financial LLC | 59,649 | $19.2M | 0.01% | +15,967+36.6% | Added |
| G2 Investment Partners Management LLC | 58,428 | $18.9M | 4.64% | −24,331−29.4% | Reduced |
| Creative Planning | 55,620 | $17.9M | 0.01% | +11,776+26.9% | Added |
| Toroso Investments, LLC | 53,076 | $17.1M | 0.05% | +42,039+380.9% | Added |
| Natixis Advisors, L.P. | 51,245 | $16.5M | 0.02% | −3,186−5.9% | Reduced |
| Fiera Capital Corp | 51,117 | $16.5M | 0.06% | −3,252−6.0% | Reduced |
| Legal & General Group Plc | 50,487 | $16.3M | 0.00% | −44,649−46.9% | Reduced |
| Dana Investment Advisors, Inc. | 50,480 | $16.3M | 0.49% | −13,756−21.4% | Reduced |
| Public Employees Retirement Association of Colorado | 50,452 | $16.3M | 0.06% | +46,000+1,033.2% | Added |
| Oberweis Asset Management Inc | 49,183 | $15.9M | 0.47% | +9,483+23.9% | Added |
| Handelsbanken Fonder AB | 49,139 | $15.9M | 0.05% | −42,307−46.3% | Reduced |
| Mutual of America Capital Management LLC | 49,029 | $15.8M | 0.18% | +10,061+25.8% | Added |
| Oppenheimer Asset Management Inc. | 48,243 | $15.6M | 0.18% | +48,243 | New |