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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.

Q1 2026 vs. Q4 2025

How the institutions holding Advanced Energy Industries Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AEIS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4657580+122
Shares41.1M5.35M41.0M+5.22M (+14.6%)
Value$8.61B$1.12B$13.2B+$5.67B (+75.8%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (164)

Institutions that held Advanced Energy Industries Inc at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 164 by value.

Institutions new to AEIS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC2,319,376$748.5M0.04%
Vanguard Capital Management LLC1,692,377$546.1M0.01%
Whale Rock Capital Management LLC1,022,112$329.8M4.26%
Vanguard Fiduciary Trust Co262,744$84.8M0.02%
Driehaus Capital Management LLC177,018$57.1M0.42%
Oribel Capital Management, LP113,800$36.7M5.59%
Senator Investment Group LP100,000$32.3M1.48%
Axiom Investors LLC70,543$22.8M0.25%
Oppenheimer Asset Management Inc.48,243$15.6M0.18%
Retirement Systems of Alabama46,274$14.9M0.05%
Ardmore Road Asset Management LP44,000$14.2M0.93%
Nicholas Investment Partners, LP40,359$13.0M0.94%
Thames Capital Management LLC38,267$12.3M2.21%
Vanguard Asset Management, Ltd33,894$10.9M0.01%
TD Waterhouse Canada Inc.32,379$10.8M0.03%
Renaissance Group LLC29,359$9.47M0.40%
Kennedy Capital Management, Inc.28,628$9.24M0.20%
Natixis22,000$7.10M0.03%
VMS Asset Management Limited16,796$5.42M3.31%
Navellier & Associates Inc16,773$5.41M0.56%
Erste Asset Management GmbH17,762$5.30M0.05%
Vanguard Global Advisers, LLC16,381$5.29M0.00%
Meiji Yasuda Asset Management Co Ltd.14,853$4.79M0.24%
1832 Asset Management L.P.14,700$4.74M0.01%
Science & Technology Partners, L.P.12,950$4.18M1.09%
SummitTX Capital, L.P.12,484$4.03M0.13%
Algert Global LLC11,950$3.86M0.06%
Balyasny Asset Management LLC10,781$3.48M0.01%
Tairen Capital Ltd10,456$3.37M0.37%
Polar Asset Management Partners Inc.10,014$3.23M0.08%
Vanguard Investments Australia, Ltd.9,547$3.08M0.01%
Union Bancaire Privee, UBP SA12,466$2.97M0.05%
CVFG LLC9,140$2.95M0.37%
State of Michigan Retirement System9,100$2.94M0.02%
Northwestern Mutual Investment Management Company, LLC8,456$2.73M0.04%
New Mexico Educational Retirement Board8,100$2.61M0.08%
XTX Topco Ltd6,889$2.22M0.04%
Park Avenue Securities LLC6,553$2.12M0.02%
Pacer Advisors, Inc.6,007$1.94M0.01%
Meiji Yasuda Life Insurance Co5,700$1.84M0.06%
Concentric Capital Strategies, LP5,634$1.82M0.16%
Allstate Corp5,144$1.66M0.02%
New York Life Investment Management LLC4,984$1.61M0.01%
CloudAlpha Capital Management Limited/Hong Kong4,783$1.54M0.17%
Nomura Holdings Inc4,290$1.38M0.01%
Kestra Private Wealth Services, LLC4,239$1.37M0.02%
CIBC Bancorp USA Inc.4,175$1.35M0.00%
Nia Impact Advisors, LLC3,827$1.23M0.55%
Havemeyer Place LP3,663$1.18M0.14%
Telligent Fund, LP3,300$1.06M1.14%
PDT Partners, LLC3,300$1.06M0.06%
Davenport & Co LLC3,198$1.03M0.01%
ION Fund Management Ltd3,000$968.1K0.15%
Securian Asset Management, Inc2,782$897.8K0.04%
Sierra Summit Advisors LLC2,771$894.2K0.13%
Guidance Capital, Inc2,438$842.6K0.19%
EntryPoint Capital, LLC2,539$819.4K0.24%
Sandler Capital Management2,500$806.8K0.55%
Renaissance Technologies LLC2,322$749.3K0.00%
J.W. Cole Advisors, Inc.2,196$708.7K0.02%
DnB Asset Management AS2,179$703.2K0.00%
Independent Financial Group, LLC2,151$694.1K0.02%
Walleye Capital LLC2,007$647.7K0.00%
Campbell & CO Investment Adviser LLC1,987$641.2K0.04%
Frank, Rimerman Advisors LLC1,945$627.7K0.04%
Numerai GP LLC1,880$606.7K0.06%
Counterpoint Mutual Funds LLC1,760$568.0K0.09%
Perpetual Ltd1,732$558.9K0.01%
Intrust Bank NA1,695$547.0K0.04%
Diametric Capital, LP1,677$541.2K0.14%
Brucke Financial, Inc.1,617$521.8K0.26%
Prelude Capital Management, LLC1,603$517.3K0.04%
Abn Amro Investment Solutions1,581$510.2K0.01%
Gibbs Wealth Management1,536$495.7K0.07%
Summit Trail Advisors, LLC1,415$456.7K0.01%
Peapack Gladstone Financial Corp1,318$426.0K0.01%
Y.D. More Investments Ltd1,303$420.5K0.02%
Pier 88 Investment Partners LLC1,300$419.5K0.11%
Highland Capital Management, LLC1,272$410.5K0.02%
Silver Oak Securities, Inc1,250$403.4K0.03%
Empowered Funds, LLC1,210$390.5K0.00%
Roman Butler Fullerton & Co1,050$385.3K0.11%
Diversify Wealth Management, LLC1,032$373.1K0.01%
Patriot Financial Group Insurance Agency, LLC1,092$352.4K0.02%
Keebeck Wealth Management, LLC1,076$347.2K0.04%
Schonfeld Strategic Advisors LLC1,057$341.1K0.00%
Evergreen Wealth Solutions, LLC1,051$339.2K0.02%
Quantbot Technologies LP982$316.9K0.01%
Brevan Howard Capital Management LP951$306.9K0.00%
HB Wealth Management, LLC933$301.1K0.00%
Gateway Investment Advisers LLC921$297.3K0.00%
Seeds Investor LLC758$292.5K0.04%
PDS Planning, Inc898$289.8K0.02%
Ballentine Partners, LLC887$286.2K0.00%
Mirae Asset Global Investments Co., Ltd.861$277.9K0.00%
Personal Cfo Solutions, LLC859$277.3K0.04%
Savant Capital, LLC859$277.2K0.00%
Brown Advisory Inc858$276.8K0.00%
Capstone Investment Advisors, LLC854$275.6K0.00%
Hilltop Holdings Inc.843$272.0K0.02%

Sold out (42)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of AEIS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
NEOS Investment Management LLC25,895$5.42M
Illinois Municipal Retirement Fund19,481$4.08M
Andar Capital Management HK Ltd18,950$3.97M
Weiss Asset Management LP10,168$2.13M
Fieldview Capital Management, LLC8,396$1.76M
Tudor Investment Corp Et Al7,248$1.52M
Dynamic Technology Lab Private Ltd6,890$1.44M
Maryland State Retirement & Pension System5,530$1.16M
Virtu Financial LLC5,131$1.07M
First Citizens Bank & Trust Co4,852$1.02M
Picton Mahoney Asset Management4,297$899.7K
Entropy Technologies, LP2,759$577.7K
Occudo Quantitative Strategies LP2,662$557.3K
Jump Financial, LLC2,200$460.6K
HighPoint Advisor Group LLC2,042$427.5K
Fox Run Management, L.L.C.1,986$415.8K
Two Sigma Securities, LLC1,699$355.7K
HRT Financial LP1,658$347.0K
Canada Pension Plan Investment Board1,600$335.0K
Pinnacle Wealth Management Advisory Group, LLC1,455$304.6K
Kestra Advisory Services, LLC1,433$300.1K
Sage Rhino Capital LLC1,342$281.0K
Forum Financial Management, LP1,310$274.3K
Ares Systematic Credit Ltd1,225$256.5K
Journey Retirement Planning & Investment Management LLC1,191$249.4K
Globeflex Capital L P1,103$230.9K
Mach-1 Financial Group, Inc.1,010$211.5K
SageView Advisory Group, LLC441$92.4K
Torren Management, LLC299$62.6K
Salomon & Ludwin, LLC271$61.7K
Twin Tree Management, LP153$32.0K
Quest Partners LLC104$21.8K
Elyxium Wealth, LLC15$3.14K
Tompkins Financial Corp14$2.93K
Wealth Watch Advisors, INC8$1.68K
Turning Point Benefit Group, Inc.7$1.47K
Ankerstar Wealth, LLC6$1.26K
Gilpin Wealth Management, LLC3$629
Flagship Harbor Advisors, LLC2$419
Private Wealth Asset Management, LLC2$419
DV Trading LLC1$209
Dunhill Financial, LLC1$130

Not filed for Q1 2026 yet (7)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc4,737,657$991.9M
Norges Bank589,400$123.4M
Comerica Bank19,938$4.17M
QSV Equity Investors LLC4,027$843.1K
CIBC World Markets Corp2,496$522.6K
CIBC Private Wealth Group, LLC906$189.7K
Global Retirement Partners, LLC92$19.3K