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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 203 | $65.5K | 0.01% | +195+2,437.5% | Added |
| Massmutual Trust Co FSB | 204 | $65.8K | 0.00% | +24+13.3% | Added |
| Cullen/Frost Bankers, Inc. | 211 | $68.1K | 0.00% | +17+8.8% | Added |
| Leonteq Securities AG | 217 | $70.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 219 | $70.7K | 0.01% | +98+81.0% | Added |
| Basecamp Wealth Advisors LLC | 222 | $71.6K | 0.01% | +31+16.2% | Added |
| USA Financial Portformulas Corp | 230 | $74.2K | 0.01% | +21+10.0% | Added |
| SBI Securities Co., Ltd. | 235 | $75.8K | 0.00% | +186+379.6% | Added |
| Sterling Capital Management LLC | 244 | $78.7K | 0.00% | −2−0.8% | Reduced |
| Park Place Capital Corp | 259 | $83.6K | 0.02% | +17+7.0% | Added |
| OP Asset Management Ltd | 261 | $84.2K | 0.00% | +261 | New |
| Employees Retirement System of Texas | 285 | $92.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 286 | $92.3K | 0.03% | +286 | New |
| Wellington Grp LLC | 288 | $92.9K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 255 | $95.1K | 0.06% | +149+140.6% | Added |
| Penserra Capital Management LLC | 315 | $101.0K | 0.00% | +315 | New |
| SRS Capital Advisors, Inc. | 369 | $120.5K | 0.00% | −102−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 387 | $124.9K | 0.00% | +26+7.2% | Added |
| Sittner & Nelson, LLC | 416 | $134.2K | 0.05% | +416 | New |
| Advisory Services Network, LLC | 418 | $134.9K | 0.00% | +418 | New |
| Umb Bank N A | 445 | $143.6K | 0.00% | +12+2.8% | Added |
| Godfrey Financial Associates, Inc. | 450 | $145.2K | 0.12% | 00.0% | Unchanged |
| Ballast Advisors LLC | 475 | $153.3K | 0.04% | +475 | New |
| Aster Capital Management (DIFC) Ltd | 1,642 | $156.5K | 0.05% | +1,642 | New |
| Lloyd Advisory Services, LLC. | 505 | $163.0K | 0.05% | +505 | New |
| Kingdom Financial Group LLC. | 505 | $163.0K | 0.05% | +505 | New |
| Farther Finance Advisors, LLC | 518 | $172.4K | 0.00% | −36−6.5% | Reduced |
| MAI Capital Management | 564 | $182.0K | 0.00% | +204+56.7% | Added |
| Huntington National Bank | 566 | $182.7K | 0.00% | +77+15.7% | Added |
| Exchange Traded Concepts, LLC | 573 | $184.9K | 0.00% | −251−30.5% | Reduced |
| Horizon Investments, LLC | 573 | $184.9K | 0.00% | −251−30.5% | Reduced |
| Central Pacific Bank - Trust Division | 580 | $187.2K | 0.02% | −10−1.7% | Reduced |
| Parallel Advisors, LLC | 582 | $187.8K | 0.00% | +146+33.5% | Added |
| Neo Ivy Capital Management | 606 | $195.6K | 0.05% | +606 | New |
| Kraft, Davis & Associates, LLC | 529 | $202.6K | 0.04% | +529 | New |
| Dorsey & Whitney Trust CO LLC | 632 | $203.9K | 0.01% | +632 | New |
| Beacon Pointe Advisors, LLC | 637 | $205.7K | 0.00% | +637 | New |
| Arkadios Wealth Advisors | 642 | $207.2K | 0.00% | +642 | New |
| Everhart Financial Group, Inc. | 643 | $207.5K | 0.02% | +643 | New |
| Smartleaf Asset Management LLC | 698 | $208.2K | 0.01% | −669−48.9% | Reduced |
| Clearbridge Investments, LLC | 646 | $208.5K | 0.00% | +646 | New |
| Sawgrass Asset Management LLC | 651 | $210.1K | 0.03% | +651 | New |
| Gryphon Financial Partners LLC | 663 | $214.0K | 0.02% | +663 | New |
| Abacus Wealth Partners, LLC | 677 | $218.5K | 0.02% | +677 | New |
| Lido Advisors, LLC | 679 | $219.5K | 0.00% | +679 | New |
| State of Wyoming | 684 | $220.7K | 0.03% | +419+158.1% | Added |
| Pallas Capital Advisors LLC | 695 | $224.4K | 0.01% | +695 | New |
| Leavell Investment Management, Inc. | 700 | $225.9K | 0.01% | +700 | New |
| Howe & Rusling Inc | 707 | $228.2K | 0.01% | −969−57.8% | Reduced |
| Snowden Capital Advisors LLC | 730 | $235.6K | 0.01% | +730 | New |
| We Are One Seven, LLC | 732 | $236.2K | 0.00% | +732 | New |
| Daymark Wealth Partners, LLC | 749 | $241.7K | 0.01% | +749 | New |
| FLC Capital Advisors | 761 | $245.6K | 0.04% | +761 | New |
| AlphaGrep UK Ltd | 775 | $250.1K | 0.07% | +775 | New |
| Syon Capital LLC | 779 | $251.4K | 0.01% | +779 | New |
| Resonant Capital Advisors, LLC | 783 | $252.7K | 0.01% | +783 | New |
| Beck Capital Management, LLC | 792 | $255.6K | 0.06% | +792 | New |
| IPG Investment Advisors LLC | 795 | $256.6K | 0.04% | +795 | New |
| United Capital Financial Advisers, LLC | 805 | $259.8K | 0.00% | +805 | New |
| Atomi Financial Group, Inc. | 816 | $263.4K | 0.01% | +816 | New |
| PCM Encore, LLC | 828 | $267.3K | 0.05% | +828 | New |
| Hilltop Holdings Inc. | 843 | $272.0K | 0.02% | +843 | New |
| Triangle Securities Wealth Management | 851 | $274.6K | 0.06% | −239−21.9% | Reduced |
| Capstone Investment Advisors, LLC | 854 | $275.6K | 0.00% | +854 | New |
| Brown Advisory Inc | 858 | $276.8K | 0.00% | +858 | New |
| Savant Capital, LLC | 859 | $277.2K | 0.00% | +859 | New |
| Personal Cfo Solutions, LLC | 859 | $277.3K | 0.04% | +859 | New |
| Mirae Asset Global Investments Co., Ltd. | 861 | $277.9K | 0.00% | +861 | New |
| Ballentine Partners, LLC | 887 | $286.2K | 0.00% | +887 | New |
| PDS Planning, Inc | 898 | $289.8K | 0.02% | +898 | New |
| Seeds Investor LLC | 758 | $292.5K | 0.04% | +758 | New |
| Gateway Investment Advisers LLC | 921 | $297.3K | 0.00% | +921 | New |
| HB Wealth Management, LLC | 933 | $301.1K | 0.00% | +933 | New |
| Clearstead Advisors, LLC | 945 | $305.0K | 0.00% | +908+2,454.1% | Added |
| Brevan Howard Capital Management LP | 951 | $306.9K | 0.00% | +951 | New |
| Krilogy Financial LLC | 831 | $309.3K | 0.01% | +2+0.2% | Added |
| CenterBook Partners LP | 964 | $311.1K | 0.02% | −13,525−93.3% | Reduced |
| Hartline Investment Corp | 975 | $314.6K | 0.03% | −199−17.0% | Reduced |
| Quantbot Technologies LP | 982 | $316.9K | 0.01% | +982 | New |
| Twelve Points Wealth Management LLC | 989 | $319.2K | 0.07% | −45−4.4% | Reduced |
| Cooper Financial Group | 1,000 | $322.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,015 | $327.6K | 0.03% | +59+6.2% | Added |
| Navalign, LLC | 1,020 | $329.2K | 0.08% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,051 | $339.2K | 0.02% | +1,051 | New |
| Symphony Financial Services, Inc. | 1,055 | $340.5K | 0.17% | +5+0.5% | Added |
| Hilltop National Bank | 1,056 | $340.8K | 0.08% | +33+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,057 | $341.1K | 0.00% | +1,057 | New |
| Keebeck Wealth Management, LLC | 1,076 | $347.2K | 0.04% | +1,076 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,092 | $352.4K | 0.02% | +1,092 | New |
| Greenleaf Trust | 1,098 | $354.3K | 0.00% | +43+4.1% | Added |
| Rehmann Capital Advisory Group | 1,130 | $364.7K | 0.02% | −30−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,131 | $365.0K | 0.00% | +16+1.4% | Added |
| Hollencrest Capital Management | 1,139 | $367.6K | 0.01% | −4,403−79.4% | Reduced |
| KBC Group NV | 1,144 | $369.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,144 | $369.2K | 0.01% | +89+8.4% | Added |
| Diversify Wealth Management, LLC | 1,032 | $373.1K | 0.01% | +1,032 | New |
| Optimize Financial Inc | 1,172 | $378.2K | 0.19% | −912−43.8% | Reduced |
| Heritage Family Offices, LLP | 1,191 | $384.3K | 0.17% | −736−38.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,191 | $384.3K | 0.01% | +51+4.5% | Added |
| Roman Butler Fullerton & Co | 1,050 | $385.3K | 0.11% | +1,050 | New |