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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 1,197 | $386.6K | 0.03% | −982−45.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,201 | $387.6K | 0.00% | −6−0.5% | Reduced |
| Empowered Funds, LLC | 1,210 | $390.5K | 0.00% | +1,210 | New |
| Principal Securities, Inc. | 1,213 | $391.4K | 0.01% | +61+5.3% | Added |
| Vise Technologies, Inc. | 1,874 | $392.4K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,226 | $395.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,235 | $398.5K | 0.01% | +1,190+2,644.4% | Added |
| GWM Advisors LLC | 1,237 | $399.2K | 0.00% | −20−1.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,241 | $401.0K | 0.02% | +17+1.4% | Added |
| Silver Oak Securities, Inc | 1,250 | $403.4K | 0.03% | +1,250 | New |
| Highland Capital Management, LLC | 1,272 | $410.5K | 0.02% | +1,272 | New |
| Pier 88 Investment Partners LLC | 1,300 | $419.5K | 0.11% | +1,300 | New |
| Y.D. More Investments Ltd | 1,303 | $420.5K | 0.02% | +1,303 | New |
| Colony Group, LLC | 1,317 | $425.2K | 0.00% | +140+11.9% | Added |
| Peapack Gladstone Financial Corp | 1,318 | $426.0K | 0.01% | +1,318 | New |
| Sowell Financial Services LLC | 1,335 | $430.9K | 0.02% | +86+6.9% | Added |
| Anb Bank | 1,350 | $435.7K | 0.18% | −49−3.5% | Reduced |
| Signaturefd, LLC | 1,356 | $437.6K | 0.01% | +158+13.2% | Added |
| Jackson Creek Investment Advisors LLC | 1,384 | $447.0K | 0.13% | −743−34.9% | Reduced |
| Journey Strategic Wealth LLC | 1,398 | $451.1K | 0.01% | +232+19.9% | Added |
| Commonwealth Equity Services, LLC | 1,410 | $455.0K | 0.00% | −744−34.5% | Reduced |
| Summit Trail Advisors, LLC | 1,415 | $456.7K | 0.01% | +1,415 | New |
| Round Rock Advisors, LLC | 1,426 | $460.2K | 0.07% | −1,418−49.9% | Reduced |
| Shelton Capital Management | 1,460 | $471.2K | 0.01% | +19+1.3% | Added |
| Mirabella Financial Services LLP | 1,472 | $475.0K | 0.05% | −286−16.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,488 | $480.2K | 0.00% | −136−8.4% | Reduced |
| Regions Financial Corp | 1,498 | $483.4K | 0.00% | −125−7.7% | Reduced |
| Gibbs Wealth Management | 1,536 | $495.7K | 0.07% | +1,536 | New |
| D.A. Davidson & Co. | 1,542 | $497.6K | 0.00% | −300−16.3% | Reduced |
| Ellevest, Inc. | 1,547 | $499.2K | 0.07% | −13−0.8% | Reduced |
| Allworth Financial LP | 1,571 | $507.0K | 0.00% | +895+132.4% | Added |
| Abn Amro Investment Solutions | 1,581 | $510.2K | 0.01% | +1,581 | New |
| Envestnet Portfolio Solutions, Inc. | 1,582 | $510.5K | 0.00% | −6,989−81.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,600 | $516.3K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,603 | $517.3K | 0.04% | +1,603 | New |
| Resources Investment Advisors, LLC. | 1,613 | $520.5K | 0.01% | −558−25.7% | Reduced |
| Brucke Financial, Inc. | 1,617 | $521.8K | 0.26% | +1,617 | New |
| Profund Advisors LLC | 1,619 | $522.5K | 0.02% | −73−4.3% | Reduced |
| CWM Advisors, LLC | 1,643 | $530.2K | 0.03% | −587−26.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,650 | $532.5K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,673 | $539.9K | 0.13% | +69+4.3% | Added |
| Diametric Capital, LP | 1,677 | $541.2K | 0.14% | +1,677 | New |
| Portside Wealth Group, LLC | 1,684 | $543.4K | 0.07% | +250+17.4% | Added |
| Intrust Bank NA | 1,695 | $547.0K | 0.04% | +1,695 | New |
| Perpetual Ltd | 1,732 | $558.9K | 0.01% | +1,732 | New |
| Assetmark, Inc | 1,736 | $560.2K | 0.00% | +80+4.8% | Added |
| Counterpoint Mutual Funds LLC | 1,760 | $568.0K | 0.09% | +1,760 | New |
| Savvy Advisors, Inc. | 1,799 | $580.6K | 0.02% | +87+5.1% | Added |
| RSM US Wealth Management LLC | 1,851 | $597.3K | 0.01% | −84−4.3% | Reduced |
| Numerai GP LLC | 1,880 | $606.7K | 0.06% | +1,880 | New |
| Ifrah Financial Services, Inc. | 1,885 | $608.3K | 0.16% | −134−6.6% | Reduced |
| Trust Point Inc. | 1,906 | $615.1K | 0.05% | −76−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,945 | $627.7K | 0.04% | +1,945 | New |
| Campbell & CO Investment Adviser LLC | 1,987 | $641.2K | 0.04% | +1,987 | New |
| David J Yvars Group | 2,005 | $647.0K | 0.36% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,007 | $647.7K | 0.00% | +2,007 | New |
| Freestone Capital Holdings, LLC | 2,021 | $652.2K | 0.02% | −260−11.4% | Reduced |
| Norden Group LLC | 2,038 | $657.7K | 0.06% | +6+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 2,040 | $679.0K | 0.15% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,127 | $686.4K | 0.15% | −614−22.4% | Reduced |
| CAPROCK Group, Inc. | 2,150 | $694.1K | 0.02% | −135−5.9% | Reduced |
| Independent Financial Group, LLC | 2,151 | $694.1K | 0.02% | +2,151 | New |
| Janney Montgomery Scott LLC | 2,164 | $698.0K | 0.00% | −863−28.5% | Reduced |
| DnB Asset Management AS | 2,179 | $703.2K | 0.00% | +2,179 | New |
| J.W. Cole Advisors, Inc. | 2,196 | $708.7K | 0.02% | +2,196 | New |
| Ritholtz Wealth Management | 2,203 | $710.9K | 0.01% | +1,086+97.2% | Added |
| Crossmark Global Holdings, Inc. | 2,228 | $719.0K | 0.01% | +169+8.2% | Added |
| Sequoia Financial Advisors, LLC | 2,257 | $728.4K | 0.00% | +116+5.4% | Added |
| CWM, LLC | 2,273 | $733.5K | 0.00% | +272+13.6% | Added |
| Abel Hall, LLC | 2,308 | $744.8K | 0.16% | +94+4.2% | Added |
| Renaissance Technologies LLC | 2,322 | $749.3K | 0.00% | +2,322 | New |
| Federation des caisses Desjardins du Quebec | 2,327 | $751.1K | 0.00% | +2,302+9,208.0% | Added |
| Everence Capital Management Inc | 2,355 | $760.0K | 0.05% | −425−15.3% | Reduced |
| Coldstream Capital Management Inc | 2,364 | $762.9K | 0.01% | −492−17.2% | Reduced |
| Cim Investment Mangement Inc | 2,391 | $771.6K | 0.21% | −481−16.7% | Reduced |
| Danske Bank A/S | 2,395 | $772.9K | 0.00% | +2,195+1,097.5% | Added |
| Sandler Capital Management | 2,500 | $806.8K | 0.55% | +2,500 | New |
| Callan Family Office, LLC | 2,505 | $808.4K | 0.02% | −293−10.5% | Reduced |
| Baird Financial Group, Inc. | 2,512 | $810.6K | 0.00% | −18−0.7% | Reduced |
| EntryPoint Capital, LLC | 2,539 | $819.4K | 0.24% | +2,539 | New |
| First National Bank of Omaha | 2,569 | $829.0K | 0.03% | −2,044−44.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,576 | $831.4K | 0.00% | +1,242+93.1% | Added |
| GAMMA Investing LLC | 2,607 | $841.3K | 0.04% | +15+0.6% | Added |
| Guidance Capital, Inc | 2,438 | $842.6K | 0.19% | +2,438 | New |
| Quadrant Capital Group LLC | 2,666 | $860.3K | 0.03% | −198−6.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $870.0K | 0.05% | 00.0% | Unchanged |
| Robotti Robert | 2,725 | $877.9K | 0.14% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,771 | $894.2K | 0.13% | +2,771 | New |
| Securian Asset Management, Inc | 2,782 | $897.8K | 0.04% | +2,782 | New |
| Mercer Global Advisors Inc | 2,802 | $904.2K | 0.00% | +108+4.0% | Added |
| Bridgewater Associates, LP | 2,803 | $904.6K | 0.00% | −2,046−42.2% | Reduced |
| Baron Wealth Management LLC | 2,878 | $928.8K | 0.28% | +10.0% | Added |
| Inceptionr LLC | 2,922 | $943.0K | 0.23% | −87−2.9% | Reduced |
| Bokf, NA | 2,940 | $948.8K | 0.01% | +4+0.1% | Added |
| Burney Co | 2,975 | $960.1K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,976 | $960.4K | 0.00% | +32+1.1% | Added |
| Evergreen Capital Management LLC | 2,999 | $967.8K | 0.02% | +39+1.3% | Added |
| ION Fund Management Ltd | 3,000 | $968.1K | 0.15% | +3,000 | New |
| Keybank National Association | 3,042 | $981.7K | 0.00% | −34−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,046 | $983.0K | 0.00% | +1,363+81.0% | Added |