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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 11,507 | $3.71M | 0.16% | +18+0.2% | Added |
| Algert Global LLC | 11,950 | $3.86M | 0.06% | +11,950 | New |
| Captrust Financial Advisors | 12,012 | $3.88M | 0.01% | −521−4.2% | Reduced |
| SG Americas Securities, LLC | 12,085 | $3.90M | 0.00% | +5,248+76.8% | Added |
| Moody Aldrich Partners LLC | 12,174 | $3.93M | 0.71% | −3,444−22.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,451 | $4.02M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 12,478 | $4.03M | 0.00% | +3,633+41.1% | Added |
| SummitTX Capital, L.P. | 12,484 | $4.03M | 0.13% | +12,484 | New |
| State of Tennessee, Treasury Department | 12,577 | $4.06M | 0.01% | −2,520−16.7% | Reduced |
| Science & Technology Partners, L.P. | 12,950 | $4.18M | 1.09% | +12,950 | New |
| Virginia Retirement Systems Et Al | 12,962 | $4.18M | 0.03% | +4,100+46.3% | Added |
| State of New Jersey Common Pension Fund D | 13,453 | $4.34M | 0.02% | −251−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,701 | $4.42M | 0.03% | +1,613+13.3% | Added |
| Cookson Peirce & Co Inc | 14,068 | $4.54M | 0.19% | −3,206−18.6% | Reduced |
| Man Group plc | 14,069 | $4.54M | 0.01% | −5,441−27.9% | Reduced |
| 1832 Asset Management L.P. | 14,700 | $4.74M | 0.01% | +14,700 | New |
| Quantinno Capital Management LP | 14,789 | $4.77M | 0.01% | +3,640+32.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,853 | $4.79M | 0.24% | +14,853 | New |
| Susquehanna Portfolio Strategies, LLC | 14,944 | $4.82M | 0.07% | 00.0% | Unchanged |
| 4D Advisors, LLC | 15,000 | $4.84M | 3.07% | 00.0% | Unchanged |
| Atom Investors LP | 15,192 | $4.90M | 0.35% | −26,180−63.3% | Reduced |
| M&G Plc | 15,459 | $4.99M | 0.03% | +14,807+2,271.0% | Added |
| HighTower Advisors, LLC | 16,137 | $5.21M | 0.01% | −618−3.7% | Reduced |
| Amalgamated Bank | 16,317 | $5.27M | 0.04% | +5,345+48.7% | Added |
| Vanguard Global Advisers, LLC | 16,381 | $5.29M | 0.00% | +16,381 | New |
| Erste Asset Management GmbH | 17,762 | $5.30M | 0.05% | +17,762 | New |
| Navellier & Associates Inc | 16,773 | $5.41M | 0.56% | +16,773 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,864 | $5.42M | 0.03% | +1,348+8.7% | Added |
| VMS Asset Management Limited | 16,796 | $5.42M | 3.31% | +16,796 | New |
| Zacks Investment Management | 16,856 | $5.44M | 0.04% | −923−5.2% | Reduced |
| Legato Capital Management LLC | 16,920 | $5.46M | 0.50% | −4,283−20.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,057 | $5.50M | 0.01% | +4,047+31.1% | Added |
| Janus Henderson Group PLC | 17,122 | $5.53M | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 17,292 | $5.58M | 0.02% | +1,987+13.0% | Added |
| Pathstone Holdings, LLC | 17,364 | $5.60M | 0.02% | −1,440−7.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,709 | $5.71M | 0.01% | +231+1.3% | Added |
| Pier Capital, LLC | 18,559 | $5.99M | 0.99% | −18,520−49.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,682 | $6.22M | 0.01% | +16,403+719.7% | Added |
| Fifth Third Bancorp | 20,422 | $6.59M | 0.01% | +19,757+2,971.0% | Added |
| Cetera Investment Advisers | 20,507 | $6.62M | 0.01% | −2,044−9.1% | Reduced |
| Freestone Grove Partners LP | 20,606 | $6.65M | 0.05% | −36,925−64.2% | Reduced |
| Cerity Partners LLC | 21,217 | $6.85M | 0.01% | −732−3.3% | Reduced |
| Hantz Financial Services, Inc. | 21,651 | $6.99M | 0.11% | −3,797−14.9% | Reduced |
| Natixis | 22,000 | $7.10M | 0.03% | +22,000 | New |
| Los Angeles Capital Management LLC | 22,152 | $7.15M | 0.03% | −11,834−34.8% | Reduced |
| HSBC Holdings PLC | 22,668 | $7.20M | 0.00% | +12,106+114.6% | Added |
| RE Advisers Corp | 22,462 | $7.25M | 0.19% | −10,300−31.4% | Reduced |
| Great West Life Assurance Co | 22,477 | $7.27M | 0.01% | −11,025−32.9% | Reduced |
| Lisanti Capital Growth, LLC | 23,736 | $7.66M | 1.93% | +3,475+17.2% | Added |
| Victory Capital Management Inc | 23,823 | $7.69M | 0.00% | +15,639+191.1% | Added |
| Bank of Montreal | 24,041 | $7.76M | 0.00% | −52,715−68.7% | Reduced |
| Credit Agricole S A | 24,212 | $7.81M | 0.03% | −11,000−31.2% | Reduced |
| Advisor Group Holdings, Inc. | 25,641 | $8.27M | 0.01% | −6,215−19.5% | Reduced |
| Public Sector Pension Investment Board | 26,000 | $8.39M | 0.03% | −104,591−80.1% | Reduced |
| STRS Ohio | 26,200 | $8.46M | 0.03% | −4,700−15.2% | Reduced |
| Kennedy Capital Management, Inc. | 28,628 | $9.24M | 0.20% | +28,628 | New |
| Renaissance Group LLC | 29,359 | $9.47M | 0.40% | +29,359 | New |
| Prudential Financial Inc | 32,775 | $10.6M | 0.01% | −21,328−39.4% | Reduced |
| TD Waterhouse Canada Inc. | 32,379 | $10.8M | 0.03% | +32,379 | New |
| Vanguard Asset Management, Ltd | 33,894 | $10.9M | 0.01% | +33,894 | New |
| Lazard Asset Management LLC | 34,123 | $11.0M | 0.02% | −1,022−2.9% | Reduced |
| Barclays PLC | 35,872 | $11.6M | 0.00% | −25,186−41.2% | Reduced |
| Royce & Associates LP | 37,176 | $12.0M | 0.12% | −13,900−27.2% | Reduced |
| Crawford Investment Counsel Inc | 37,233 | $12.0M | 0.21% | −13,650−26.8% | Reduced |
| Royal Bank of Canada | 37,462 | $12.1M | 0.00% | −2,023−5.1% | Reduced |
| Boothbay Fund Management, LLC | 37,865 | $12.2M | 0.29% | +17,974+90.4% | Added |
| Jones Financial Companies LLLP | 39,675 | $12.3M | 0.01% | +39,271+9,720.5% | Added |
| Thames Capital Management LLC | 38,267 | $12.3M | 2.21% | +38,267 | New |
| Tema ETFs LLC | 38,481 | $12.4M | 0.83% | +12,586+48.6% | Added |
| Compass Wealth Management LLC | 39,078 | $12.6M | 3.12% | −14,038−26.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 39,645 | $12.8M | 0.02% | +11,692+41.8% | Added |
| New York State Teachers Retirement System | 40,172 | $13.0M | 0.03% | −16,900−29.6% | Reduced |
| Nicholas Investment Partners, LP | 40,359 | $13.0M | 0.94% | +40,359 | New |
| Russell Investments Group, Ltd. | 42,567 | $13.6M | 0.01% | +9,238+27.7% | Added |
| Ardmore Road Asset Management LP | 44,000 | $14.2M | 0.93% | +44,000 | New |
| California State Teachers Retirement System | 44,309 | $14.3M | 0.02% | +8,574+24.0% | Added |
| EAM Investors, LLC | 44,577 | $14.4M | 1.66% | −4,592−9.3% | Reduced |
| Retirement Systems of Alabama | 46,274 | $14.9M | 0.05% | +46,274 | New |
| Castleark Management LLC | 46,623 | $15.0M | 0.50% | −2,510−5.1% | Reduced |
| Southernsun Asset Management, LLC | 47,108 | $15.2M | 2.20% | −76,342−61.8% | Reduced |
| Oppenheimer Asset Management Inc. | 48,243 | $15.6M | 0.18% | +48,243 | New |
| Mutual of America Capital Management LLC | 49,029 | $15.8M | 0.18% | +10,061+25.8% | Added |
| Handelsbanken Fonder AB | 49,139 | $15.9M | 0.05% | −42,307−46.3% | Reduced |
| Oberweis Asset Management Inc | 49,183 | $15.9M | 0.47% | +9,483+23.9% | Added |
| Public Employees Retirement Association of Colorado | 50,452 | $16.3M | 0.06% | +46,000+1,033.2% | Added |
| Dana Investment Advisors, Inc. | 50,480 | $16.3M | 0.49% | −13,756−21.4% | Reduced |
| Legal & General Group Plc | 50,487 | $16.3M | 0.00% | −44,649−46.9% | Reduced |
| Fiera Capital Corp | 51,117 | $16.5M | 0.06% | −3,252−6.0% | Reduced |
| Natixis Advisors, L.P. | 51,245 | $16.5M | 0.02% | −3,186−5.9% | Reduced |
| Toroso Investments, LLC | 53,076 | $17.1M | 0.05% | +42,039+380.9% | Added |
| Creative Planning | 55,620 | $17.9M | 0.01% | +11,776+26.9% | Added |
| G2 Investment Partners Management LLC | 58,428 | $18.9M | 4.64% | −24,331−29.4% | Reduced |
| LPL Financial LLC | 59,649 | $19.2M | 0.01% | +15,967+36.6% | Added |
| Peregrine Capital Management LLC | 61,641 | $19.9M | 0.74% | −15,682−20.3% | Reduced |
| Lord, Abbett & Co. LLC | 67,220 | $21.7M | 0.07% | −46,950−41.1% | Reduced |
| Citigroup Inc | 67,428 | $21.8M | 0.01% | −32,291−32.4% | Reduced |
| Qube Research & Technologies Ltd | 68,879 | $22.2M | 0.03% | −29,240−29.8% | Reduced |
| Deutsche Bank AG | 70,297 | $22.7M | 0.01% | −1,980−2.7% | Reduced |
| Axiom Investors LLC | 70,543 | $22.8M | 0.25% | +70,543 | New |
| California Public Employees Retirement System | 72,359 | $23.4M | 0.01% | +6,601+10.0% | Added |