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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 74,154 | $23.9M | 0.04% | +33,555+82.6% | Added |
| Swiss National Bank | 74,600 | $24.1M | 0.01% | +300+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,163 | $24.3M | 0.06% | +25,419+51.1% | Added |
| Marshall Wace, LLP | 75,271 | $24.3M | 0.03% | +66,731+781.4% | Added |
| Susquehanna International Group, LLP | 75,832 | $24.5M | 0.03% | +73,094+2,669.6% | Added |
| Segall Bryant & Hamill, LLC | 77,539 | $25.0M | 0.36% | −81,496−51.2% | Reduced |
| Tributary Capital Management, LLC | 79,628 | $25.7M | 2.49% | −60,331−43.1% | Reduced |
| Pinnacle Associates Ltd | 79,632 | $25.7M | 0.33% | −9,936−11.1% | Reduced |
| First Eagle Investment Management, LLC | 81,818 | $26.4M | 0.04% | −16,655−16.9% | Reduced |
| Ceredex Value Advisors LLC | 84,350 | $27.2M | 0.86% | +4,700+5.9% | Added |
| Amanah Holdings Trust | 85,000 | $27.4M | 3.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 89,732 | $29.0M | 0.16% | +4,570+5.4% | Added |
| Raymond James Financial Inc | 91,130 | $29.4M | 0.01% | +6,273+7.4% | Added |
| WCM Investment Management, LLC | 98,692 | $29.4M | 0.07% | −2,700−2.7% | Reduced |
| Acadian Asset Management LLC | 92,675 | $29.9M | 0.04% | +78,716+563.9% | Added |
| Point72 Asset Management, L.P. | 96,548 | $31.2M | 0.05% | −5,644−5.5% | Reduced |
| UBS Asset Management Americas Inc | 98,684 | $31.8M | 0.01% | +2,899+3.0% | Added |
| MetLife Investment Management | 99,863 | $32.2M | 0.16% | +16,872+20.3% | Added |
| Senator Investment Group LP | 100,000 | $32.3M | 1.48% | +100,000 | New |
| Nuveen, LLC | 108,570 | $35.0M | 0.01% | +9,364+9.4% | Added |
| Hardman Johnston Global Advisors LLC | 111,130 | $35.9M | 1.70% | −10,854−8.9% | Reduced |
| Oribel Capital Management, LP | 113,800 | $36.7M | 5.59% | +113,800 | New |
| Jane Street Group, LLC | 114,423 | $36.9M | 0.04% | +94,861+484.9% | Added |
| Rhumbline Advisers | 116,037 | $37.4M | 0.03% | +11,970+11.5% | Added |
| Sora Investors LLC | 120,268 | $38.8M | 3.57% | −55,260−31.5% | Reduced |
| Federated Hermes, Inc. | 120,608 | $38.9M | 0.06% | +12,657+11.7% | Added |
| JPMorgan Chase & Co | 150,054 | $44.8M | 0.00% | +81,861+120.0% | Added |
| First Trust Advisors LP | 144,751 | $46.7M | 0.03% | −23,365−13.9% | Reduced |
| Aristotle Capital Boston, LLC | 151,391 | $48.9M | 3.04% | −36,463−19.4% | Reduced |
| Nomura Asset Management International Inc. | 160,533 | $51.8M | 0.09% | −17,671−9.9% | Reduced |
| Summit Partners Public Asset Management, LLC | 166,418 | $53.7M | 2.49% | −154,500−48.1% | Reduced |
| Driehaus Capital Management LLC | 177,018 | $57.1M | 0.42% | +177,018 | New |
| UBS Group AG | 177,392 | $57.2M | 0.01% | −10,671−5.7% | Reduced |
| Wells Fargo & Company | 190,930 | $61.6M | 0.01% | −101,001−34.6% | Reduced |
| AQR Capital Management LLC | 203,986 | $63.4M | 0.03% | +173,399+566.9% | Added |
| Envestnet Asset Management Inc | 203,880 | $65.8M | 0.02% | −43,906−17.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204,192 | $65.9M | 0.08% | −5,530−2.6% | Reduced |
| Congress Asset Management Co | 207,371 | $66.9M | 0.48% | −19,511−8.6% | Reduced |
| TD Asset Management Inc | 215,142 | $69.4M | 0.06% | +206,814+2,483.4% | Added |
| SEI Investments Co | 223,293 | $72.1M | 0.07% | +19,830+9.7% | Added |
| Manufacturers Life Insurance Company, The | 227,890 | $73.5M | 0.06% | −77,249−25.3% | Reduced |
| Channing Capital Management, LLC | 230,533 | $74.4M | 1.91% | −67,048−22.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 231,240 | $74.6M | 0.05% | −48,979−17.5% | Reduced |
| Price T Rowe Associates Inc | 254,394 | $82.1M | 0.01% | +184,249+262.7% | Added |
| Vanguard Fiduciary Trust Co | 262,744 | $84.8M | 0.02% | +262,744 | New |
| Snyder Capital Management L P | 263,357 | $85.0M | 1.65% | −59,718−18.5% | Reduced |
| New York State Common Retirement Fund | 266,606 | $86.0M | 0.12% | −10,187−3.7% | Reduced |
| Bamco Inc | 268,725 | $86.7M | 0.26% | −30,416−10.2% | Reduced |
| Bank of New York Mellon Corp | 281,624 | $90.9M | 0.02% | +23,252+9.0% | Added |
| BNP Paribas Arbitrage, SA | 291,430 | $94.0M | 0.06% | +166,931+134.1% | Added |
| Alliancebernstein L.P. | 457,543 | $95.8M | 0.03% | −106,004−18.8% | Reduced |
| Millennium Management LLC | 303,180 | $97.8M | 0.07% | +101,811+50.6% | Added |
| Silvercrest Asset Management Group LLC | 304,209 | $98.2M | 0.71% | −78,353−20.5% | Reduced |
| Morgan Stanley | 316,505 | $102.1M | 0.01% | −75,136−19.2% | Reduced |
| Analog Century Management LP | 324,651 | $104.8M | 5.00% | −139,288−30.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 335,591 | $108.3M | 0.06% | +48,842+17.0% | Added |
| Loomis Sayles & Co L P | 336,351 | $108.5M | 0.15% | −153,149−31.3% | Reduced |
| Fisher Asset Management, LLC | 344,155 | $111.1M | 0.04% | −50,031−12.7% | Reduced |
| Wellington Management Group LLP | 387,476 | $125.0M | 0.02% | −40,422−9.4% | Reduced |
| Massachusetts Financial Services Co | 406,171 | $131.1M | 0.04% | −160,247−28.3% | Reduced |
| Charles Schwab Investment Management Inc | 417,805 | $134.8M | 0.02% | −53,705−11.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 469,935 | $151.7M | 0.51% | +42,261+9.9% | Added |
| Goldman Sachs Group Inc | 469,942 | $151.7M | 0.02% | −62,623−11.8% | Reduced |
| Northern Trust Corp | 480,894 | $155.2M | 0.02% | +76,811+19.0% | Added |
| Principal Financial Group Inc | 504,435 | $162.8M | 0.09% | −75,107−13.0% | Reduced |
| Franklin Resources Inc | 532,529 | $171.9M | 0.04% | +45,035+9.2% | Added |
| Neuberger Berman Group LLC | 583,343 | $188.3M | 0.14% | −170,410−22.6% | Reduced |
| GW&K Investment Management, LLC | 601,105 | $194.0M | 1.71% | −80,455−11.8% | Reduced |
| Dimensional Fund Advisors LP | 652,107 | $210.4M | 0.04% | −26,794−3.9% | Reduced |
| Whale Rock Capital Management LLC | 1,022,112 | $329.8M | 4.26% | +1,022,112 | New |
| Bank of America Corp | 1,061,129 | $342.4M | 0.03% | +151,381+16.6% | Added |
| Geode Capital Management, LLC | 1,120,237 | $364.1M | 0.02% | +163,258+17.1% | Added |
| Earnest Partners LLC | 1,226,487 | $395.8M | 1.63% | −181,881−12.9% | Reduced |
| Ameriprise Financial Inc | 1,310,558 | $422.9M | 0.10% | −331,595−20.2% | Reduced |
| State Street Corp | 1,451,136 | $468.3M | 0.02% | −86,752−5.6% | Reduced |
| FMR LLC | 1,586,650 | $512.0M | 0.03% | −285,971−15.3% | Reduced |
| Vanguard Capital Management LLC | 1,692,377 | $546.1M | 0.01% | +1,692,377 | New |
| Invesco Ltd. | 1,832,738 | $591.4M | 0.06% | +258,729+16.4% | Added |
| Vanguard Portfolio Management LLC | 2,319,376 | $748.5M | 0.04% | +2,319,376 | New |
| BlackRock, Inc. | 6,470,740 | $2.09B | 0.04% | +385,714+6.3% | Added |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −25,895−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −19,481−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −18,950−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,168−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,396−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,248−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |