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 |
|---|---|---|---|---|---|
| Connable Office Inc | 3,054 | $985.6K | 0.10% | −1,146−27.3% | Reduced |
| Glenmede Trust Co NA | 3,148 | $1.02M | 0.00% | −1,322−29.6% | Reduced |
| Vontobel Holding Ltd. | 3,162 | $1.02M | 0.00% | −1,131−26.3% | Reduced |
| Davenport & Co LLC | 3,198 | $1.03M | 0.01% | +3,198 | New |
| Swiss Life Asset Management Ltd | 3,219 | $1.04M | 0.01% | +254+8.6% | Added |
| Telligent Fund, LP | 3,300 | $1.06M | 1.14% | +3,300 | New |
| PDT Partners, LLC | 3,300 | $1.06M | 0.06% | +3,300 | New |
| Tower Research Capital LLC (TRC) | 3,308 | $1.07M | 0.03% | +1,423+75.5% | Added |
| Ensign Peak Advisors, Inc | 3,329 | $1.07M | 0.00% | −707−17.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,402 | $1.10M | 0.01% | +161+5.0% | Added |
| Commerce Bank | 3,450 | $1.11M | 0.01% | +46+1.4% | Added |
| Havemeyer Place LP | 3,663 | $1.18M | 0.14% | +3,663 | New |
| Blair William & Co | 3,679 | $1.19M | 0.00% | +1,693+85.2% | Added |
| Nia Impact Advisors, LLC | 3,827 | $1.23M | 0.55% | +3,827 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,156 | $1.33M | 0.01% | +547+15.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $1.33M | 0.00% | +8,352+187.1% | Added |
| US Bancorp | 4,148 | $1.34M | 0.00% | −712−14.7% | Reduced |
| CIBC Bancorp USA Inc. | 4,175 | $1.35M | 0.00% | +4,175 | New |
| Kestra Private Wealth Services, LLC | 4,239 | $1.37M | 0.02% | +4,239 | New |
| Nomura Holdings Inc | 4,290 | $1.38M | 0.01% | +4,290 | New |
| Vident Advisory, LLC | 4,315 | $1.39M | 0.01% | +496+13.0% | Added |
| Skopos Labs, Inc. | 4,557 | $1.47M | 0.05% | +2,753+152.6% | Added |
| Ethic Inc. | 4,629 | $1.49M | 0.02% | −282−5.7% | Reduced |
| Flputnam Investment Management Co | 4,782 | $1.54M | 0.02% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 4,783 | $1.54M | 0.17% | +4,783 | New |
| Fiduciary Trust Co | 4,789 | $1.55M | 0.02% | +8+0.2% | Added |
| Engineers Gate Manager LP | 4,835 | $1.56M | 0.02% | +1,769+57.7% | Added |
| Azzad Asset Management Inc | 4,943 | $1.60M | 0.16% | −5,959−54.7% | Reduced |
| New York Life Investment Management LLC | 4,984 | $1.61M | 0.01% | +4,984 | New |
| Ardsley Advisory Partners LP | 5,000 | $1.61M | 0.25% | −68,000−93.2% | Reduced |
| Nisa Investment Advisors, LLC | 5,066 | $1.63M | 0.01% | −3−0.1% | Reduced |
| Allstate Corp | 5,144 | $1.66M | 0.02% | +5,144 | New |
| IAM Advisory, LLC | 5,164 | $1.67M | 0.37% | +32+0.6% | Added |
| Jennison Associates LLC | 5,191 | $1.68M | 0.00% | −2,761−34.7% | Reduced |
| Integrated Quantitative Investments LLC | 5,291 | $1.71M | 0.31% | −3,653−40.8% | Reduced |
| Xponance, Inc. | 5,353 | $1.73M | 0.01% | +2,381+80.1% | Added |
| State of Alaska, Department of Revenue | 5,419 | $1.75M | 0.02% | −15,425−74.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,445 | $1.76M | 0.00% | −1,480−21.4% | Reduced |
| Sheets Smith Wealth Management | 5,453 | $1.76M | 0.20% | −1,091−16.7% | Reduced |
| Concentric Capital Strategies, LP | 5,634 | $1.82M | 0.16% | +5,634 | New |
| Meiji Yasuda Life Insurance Co | 5,700 | $1.84M | 0.06% | +5,700 | New |
| Pinnacle Financial Partners, Inc. | 5,756 | $1.86M | 0.01% | −2,807−32.8% | Reduced |
| Pacer Advisors, Inc. | 6,007 | $1.94M | 0.01% | +6,007 | New |
| Teacher Retirement System of Texas | 6,162 | $1.99M | 0.01% | −3,607−36.9% | Reduced |
| Pictet Asset Management Holding SA | 6,263 | $2.02M | 0.00% | +304+5.1% | Added |
| Peterson Wealth Services | 6,316 | $2.04M | 0.50% | −83−1.3% | Reduced |
| Guggenheim Capital LLC | 6,326 | $2.04M | 0.02% | +2,859+82.5% | Added |
| Mount Yale Investment Advisors, LLC | 6,370 | $2.06M | 0.05% | +1,457+29.7% | Added |
| NorthRock Partners, LLC | 6,418 | $2.07M | 0.03% | −716−10.0% | Reduced |
| QRG Capital Management, Inc. | 6,518 | $2.10M | 0.02% | +728+12.6% | Added |
| Park Avenue Securities LLC | 6,553 | $2.12M | 0.02% | +6,553 | New |
| MML Investors Services, LLC | 6,569 | $2.12M | 0.01% | −1,148−14.9% | Reduced |
| Amundi | 6,589 | $2.13M | 0.00% | −4,708−41.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,866 | $2.22M | 0.02% | +1,936+39.3% | Added |
| XTX Topco Ltd | 6,889 | $2.22M | 0.04% | +6,889 | New |
| ProShare Advisors LLC | 6,981 | $2.25M | 0.00% | −351−4.8% | Reduced |
| Gabelli Funds LLC | 7,000 | $2.26M | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,076 | $2.28M | 0.04% | +1,787+33.8% | Added |
| O'Shaughnessy Asset Management, LLC | 7,110 | $2.29M | 0.01% | +19+0.3% | Added |
| State of Wisconsin Investment Board | 7,134 | $2.30M | 0.01% | +5,090+249.0% | Added |
| Truist Financial Corp | 7,455 | $2.41M | 0.00% | −694−8.5% | Reduced |
| Gotham Asset Management, LLC | 7,656 | $2.47M | 0.01% | −2,722−26.2% | Reduced |
| Oregon Public Employees Retirement Fund | 7,768 | $2.51M | 0.03% | −847−9.8% | Reduced |
| Dean Capital Management | 7,839 | $2.53M | 1.05% | −10,965−58.3% | Reduced |
| Atria Investments LLC | 8,009 | $2.58M | 0.03% | −831−9.4% | Reduced |
| Oak Associates, Ltd | 8,091 | $2.61M | 0.18% | −16,923−67.7% | Reduced |
| New Mexico Educational Retirement Board | 8,100 | $2.61M | 0.08% | +8,100 | New |
| M&T Bank Corp | 8,179 | $2.64M | 0.01% | −780−8.7% | Reduced |
| KLP Kapitalforvaltning AS | 8,300 | $2.68M | 0.01% | −200−2.4% | Reduced |
| Mackenzie Financial Corp | 8,444 | $2.72M | 0.00% | +6,074+256.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,456 | $2.73M | 0.04% | +8,456 | New |
| Merit Financial Group, LLC | 8,477 | $2.74M | 0.02% | −65−0.8% | Reduced |
| Thrivent Financial for Lutherans | 8,504 | $2.74M | 0.01% | −17,432−67.2% | Reduced |
| CI Private Wealth, LLC | 8,826 | $2.84M | 0.00% | +2,060+30.4% | Added |
| NorthCrest Asset Manangement, LLC | 8,815 | $2.93M | 0.09% | −17−0.2% | Reduced |
| State of Michigan Retirement System | 9,100 | $2.94M | 0.02% | +9,100 | New |
| CVFG LLC | 9,140 | $2.95M | 0.37% | +9,140 | New |
| Intech Investment Management LLC | 9,150 | $2.95M | 0.03% | −3,195−25.9% | Reduced |
| Union Bancaire Privee, UBP SA | 12,466 | $2.97M | 0.05% | +12,466 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,457 | $3.05M | 0.02% | +113+1.2% | Added |
| Vanguard Investments Australia, Ltd. | 9,547 | $3.08M | 0.01% | +9,547 | New |
| Campbell Newman Asset Management Inc | 9,573 | $3.09M | 0.25% | +239+2.6% | Added |
| Mariner, LLC | 9,830 | $3.17M | 0.00% | +3,881+65.2% | Added |
| Polar Asset Management Partners Inc. | 10,014 | $3.23M | 0.08% | +10,014 | New |
| Ameritas Investment Partners, Inc. | 10,040 | $3.24M | 0.10% | +6,926+222.4% | Added |
| Jefferies Financial Group Inc. | 10,101 | $3.26M | 0.04% | +2,451+32.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,156 | $3.28M | 0.03% | −19−0.2% | Reduced |
| Green Alpha Advisors, LLC | 10,193 | $3.29M | 3.24% | −126−1.2% | Reduced |
| Arizona State Retirement System | 10,367 | $3.35M | 0.02% | −96−0.9% | Reduced |
| Voya Investment Management LLC | 10,371 | $3.35M | 0.00% | −1,360−11.6% | Reduced |
| Tairen Capital Ltd | 10,456 | $3.37M | 0.37% | +10,456 | New |
| Assenagon Asset Management S.A. | 10,659 | $3.44M | 0.01% | −4,012−27.3% | Reduced |
| Balyasny Asset Management LLC | 10,781 | $3.48M | 0.01% | +10,781 | New |
| JustInvest LLC | 10,871 | $3.51M | 0.03% | +3,258+42.8% | Added |
| Louisiana State Employees Retirement System | 10,900 | $3.52M | 0.06% | −6,400−37.0% | Reduced |
| Stifel Financial Corp | 11,032 | $3.56M | 0.00% | −11,320−50.6% | Reduced |
| Yousif Capital Management, LLC | 11,107 | $3.58M | 0.04% | +899+8.8% | Added |
| Dean Investment Associates, LLC | 11,172 | $3.61M | 0.51% | −16,475−59.6% | Reduced |
| Brinker Capital Investments, LLC | 11,204 | $3.62M | 0.03% | −4,019−26.4% | Reduced |
| State Board of Administration of Florida Retirement System | 11,369 | $3.67M | 0.01% | −1,071−8.6% | Reduced |