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 |
|---|---|---|---|---|---|
| Southernsun Asset Management, LLC | 47,108 | $15.2M | 2.20% | −76,342−61.8% | Reduced |
| Castleark Management LLC | 46,623 | $15.0M | 0.50% | −2,510−5.1% | Reduced |
| Retirement Systems of Alabama | 46,274 | $14.9M | 0.05% | +46,274 | New |
| EAM Investors, LLC | 44,577 | $14.4M | 1.66% | −4,592−9.3% | Reduced |
| California State Teachers Retirement System | 44,309 | $14.3M | 0.02% | +8,574+24.0% | Added |
| Ardmore Road Asset Management LP | 44,000 | $14.2M | 0.93% | +44,000 | New |
| Russell Investments Group, Ltd. | 42,567 | $13.6M | 0.01% | +9,238+27.7% | Added |
| Nicholas Investment Partners, LP | 40,359 | $13.0M | 0.94% | +40,359 | New |
| New York State Teachers Retirement System | 40,172 | $13.0M | 0.03% | −16,900−29.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 39,645 | $12.8M | 0.02% | +11,692+41.8% | Added |
| Compass Wealth Management LLC | 39,078 | $12.6M | 3.12% | −14,038−26.4% | Reduced |
| Tema ETFs LLC | 38,481 | $12.4M | 0.83% | +12,586+48.6% | Added |
| Thames Capital Management LLC | 38,267 | $12.3M | 2.21% | +38,267 | New |
| Jones Financial Companies LLLP | 39,675 | $12.3M | 0.01% | +39,271+9,720.5% | Added |
| Boothbay Fund Management, LLC | 37,865 | $12.2M | 0.29% | +17,974+90.4% | Added |
| Royal Bank of Canada | 37,462 | $12.1M | 0.00% | −2,023−5.1% | Reduced |
| Crawford Investment Counsel Inc | 37,233 | $12.0M | 0.21% | −13,650−26.8% | Reduced |
| Royce & Associates LP | 37,176 | $12.0M | 0.12% | −13,900−27.2% | Reduced |
| Barclays PLC | 35,872 | $11.6M | 0.00% | −25,186−41.2% | Reduced |
| Lazard Asset Management LLC | 34,123 | $11.0M | 0.02% | −1,022−2.9% | Reduced |
| Vanguard Asset Management, Ltd | 33,894 | $10.9M | 0.01% | +33,894 | New |
| TD Waterhouse Canada Inc. | 32,379 | $10.8M | 0.03% | +32,379 | New |
| Prudential Financial Inc | 32,775 | $10.6M | 0.01% | −21,328−39.4% | Reduced |
| Renaissance Group LLC | 29,359 | $9.47M | 0.40% | +29,359 | New |
| Kennedy Capital Management, Inc. | 28,628 | $9.24M | 0.20% | +28,628 | New |
| STRS Ohio | 26,200 | $8.46M | 0.03% | −4,700−15.2% | Reduced |
| Public Sector Pension Investment Board | 26,000 | $8.39M | 0.03% | −104,591−80.1% | Reduced |
| Advisor Group Holdings, Inc. | 25,641 | $8.27M | 0.01% | −6,215−19.5% | Reduced |
| Credit Agricole S A | 24,212 | $7.81M | 0.03% | −11,000−31.2% | Reduced |
| Bank of Montreal | 24,041 | $7.76M | 0.00% | −52,715−68.7% | Reduced |
| Victory Capital Management Inc | 23,823 | $7.69M | 0.00% | +15,639+191.1% | Added |
| Lisanti Capital Growth, LLC | 23,736 | $7.66M | 1.93% | +3,475+17.2% | Added |
| Great West Life Assurance Co | 22,477 | $7.27M | 0.01% | −11,025−32.9% | Reduced |
| RE Advisers Corp | 22,462 | $7.25M | 0.19% | −10,300−31.4% | Reduced |
| HSBC Holdings PLC | 22,668 | $7.20M | 0.00% | +12,106+114.6% | Added |
| Los Angeles Capital Management LLC | 22,152 | $7.15M | 0.03% | −11,834−34.8% | Reduced |
| Natixis | 22,000 | $7.10M | 0.03% | +22,000 | New |
| Hantz Financial Services, Inc. | 21,651 | $6.99M | 0.11% | −3,797−14.9% | Reduced |
| Cerity Partners LLC | 21,217 | $6.85M | 0.01% | −732−3.3% | Reduced |
| Freestone Grove Partners LP | 20,606 | $6.65M | 0.05% | −36,925−64.2% | Reduced |
| Cetera Investment Advisers | 20,507 | $6.62M | 0.01% | −2,044−9.1% | Reduced |
| Fifth Third Bancorp | 20,422 | $6.59M | 0.01% | +19,757+2,971.0% | Added |
| Allspring Global Investments Holdings, LLC | 18,682 | $6.22M | 0.01% | +16,403+719.7% | Added |
| Pier Capital, LLC | 18,559 | $5.99M | 0.99% | −18,520−49.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,709 | $5.71M | 0.01% | +231+1.3% | Added |
| Pathstone Holdings, LLC | 17,364 | $5.60M | 0.02% | −1,440−7.7% | Reduced |
| Calamos Advisors LLC | 17,292 | $5.58M | 0.02% | +1,987+13.0% | Added |
| Janus Henderson Group PLC | 17,122 | $5.53M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,057 | $5.50M | 0.01% | +4,047+31.1% | Added |
| Legato Capital Management LLC | 16,920 | $5.46M | 0.50% | −4,283−20.2% | Reduced |
| Zacks Investment Management | 16,856 | $5.44M | 0.04% | −923−5.2% | Reduced |
| VMS Asset Management Limited | 16,796 | $5.42M | 3.31% | +16,796 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,864 | $5.42M | 0.03% | +1,348+8.7% | Added |
| Navellier & Associates Inc | 16,773 | $5.41M | 0.56% | +16,773 | New |
| Erste Asset Management GmbH | 17,762 | $5.30M | 0.05% | +17,762 | New |
| Vanguard Global Advisers, LLC | 16,381 | $5.29M | 0.00% | +16,381 | New |
| Amalgamated Bank | 16,317 | $5.27M | 0.04% | +5,345+48.7% | Added |
| HighTower Advisors, LLC | 16,137 | $5.21M | 0.01% | −618−3.7% | Reduced |
| M&G Plc | 15,459 | $4.99M | 0.03% | +14,807+2,271.0% | Added |
| Atom Investors LP | 15,192 | $4.90M | 0.35% | −26,180−63.3% | Reduced |
| 4D Advisors, LLC | 15,000 | $4.84M | 3.07% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 14,944 | $4.82M | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,853 | $4.79M | 0.24% | +14,853 | New |
| Quantinno Capital Management LP | 14,789 | $4.77M | 0.01% | +3,640+32.6% | Added |
| 1832 Asset Management L.P. | 14,700 | $4.74M | 0.01% | +14,700 | New |
| Man Group plc | 14,069 | $4.54M | 0.01% | −5,441−27.9% | Reduced |
| Cookson Peirce & Co Inc | 14,068 | $4.54M | 0.19% | −3,206−18.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,701 | $4.42M | 0.03% | +1,613+13.3% | Added |
| State of New Jersey Common Pension Fund D | 13,453 | $4.34M | 0.02% | −251−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 12,962 | $4.18M | 0.03% | +4,100+46.3% | Added |
| Science & Technology Partners, L.P. | 12,950 | $4.18M | 1.09% | +12,950 | New |
| State of Tennessee, Treasury Department | 12,577 | $4.06M | 0.01% | −2,520−16.7% | Reduced |
| SummitTX Capital, L.P. | 12,484 | $4.03M | 0.13% | +12,484 | New |
| American Century Companies Inc | 12,478 | $4.03M | 0.00% | +3,633+41.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,451 | $4.02M | 0.04% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 12,174 | $3.93M | 0.71% | −3,444−22.1% | Reduced |
| SG Americas Securities, LLC | 12,085 | $3.90M | 0.00% | +5,248+76.8% | Added |
| Captrust Financial Advisors | 12,012 | $3.88M | 0.01% | −521−4.2% | Reduced |
| Algert Global LLC | 11,950 | $3.86M | 0.06% | +11,950 | New |
| Visionary Wealth Advisors | 11,507 | $3.71M | 0.16% | +18+0.2% | Added |
| State Board of Administration of Florida Retirement System | 11,369 | $3.67M | 0.01% | −1,071−8.6% | Reduced |
| Brinker Capital Investments, LLC | 11,204 | $3.62M | 0.03% | −4,019−26.4% | Reduced |
| Dean Investment Associates, LLC | 11,172 | $3.61M | 0.51% | −16,475−59.6% | Reduced |
| Yousif Capital Management, LLC | 11,107 | $3.58M | 0.04% | +899+8.8% | Added |
| Stifel Financial Corp | 11,032 | $3.56M | 0.00% | −11,320−50.6% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $3.52M | 0.06% | −6,400−37.0% | Reduced |
| JustInvest LLC | 10,871 | $3.51M | 0.03% | +3,258+42.8% | Added |
| Balyasny Asset Management LLC | 10,781 | $3.48M | 0.01% | +10,781 | New |
| Assenagon Asset Management S.A. | 10,659 | $3.44M | 0.01% | −4,012−27.3% | Reduced |
| Tairen Capital Ltd | 10,456 | $3.37M | 0.37% | +10,456 | New |
| Voya Investment Management LLC | 10,371 | $3.35M | 0.00% | −1,360−11.6% | Reduced |
| Arizona State Retirement System | 10,367 | $3.35M | 0.02% | −96−0.9% | Reduced |
| Green Alpha Advisors, LLC | 10,193 | $3.29M | 3.24% | −126−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,156 | $3.28M | 0.03% | −19−0.2% | Reduced |
| Jefferies Financial Group Inc. | 10,101 | $3.26M | 0.04% | +2,451+32.0% | Added |
| Ameritas Investment Partners, Inc. | 10,040 | $3.24M | 0.10% | +6,926+222.4% | Added |
| Polar Asset Management Partners Inc. | 10,014 | $3.23M | 0.08% | +10,014 | New |
| Mariner, LLC | 9,830 | $3.17M | 0.00% | +3,881+65.2% | Added |
| Campbell Newman Asset Management Inc | 9,573 | $3.09M | 0.25% | +239+2.6% | Added |
| Vanguard Investments Australia, Ltd. | 9,547 | $3.08M | 0.01% | +9,547 | New |