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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,457 | $3.05M | 0.02% | +113+1.2% | Added |
| Union Bancaire Privee, UBP SA | 12,466 | $2.97M | 0.05% | +12,466 | New |
| Intech Investment Management LLC | 9,150 | $2.95M | 0.03% | −3,195−25.9% | Reduced |
| CVFG LLC | 9,140 | $2.95M | 0.37% | +9,140 | New |
| State of Michigan Retirement System | 9,100 | $2.94M | 0.02% | +9,100 | New |
| NorthCrest Asset Manangement, LLC | 8,815 | $2.93M | 0.09% | −17−0.2% | Reduced |
| CI Private Wealth, LLC | 8,826 | $2.84M | 0.00% | +2,060+30.4% | Added |
| Thrivent Financial for Lutherans | 8,504 | $2.74M | 0.01% | −17,432−67.2% | Reduced |
| Merit Financial Group, LLC | 8,477 | $2.74M | 0.02% | −65−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,456 | $2.73M | 0.04% | +8,456 | New |
| Mackenzie Financial Corp | 8,444 | $2.72M | 0.00% | +6,074+256.3% | Added |
| KLP Kapitalforvaltning AS | 8,300 | $2.68M | 0.01% | −200−2.4% | Reduced |
| M&T Bank Corp | 8,179 | $2.64M | 0.01% | −780−8.7% | Reduced |
| New Mexico Educational Retirement Board | 8,100 | $2.61M | 0.08% | +8,100 | New |
| Oak Associates, Ltd | 8,091 | $2.61M | 0.18% | −16,923−67.7% | Reduced |
| Atria Investments LLC | 8,009 | $2.58M | 0.03% | −831−9.4% | Reduced |
| Dean Capital Management | 7,839 | $2.53M | 1.05% | −10,965−58.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,768 | $2.51M | 0.03% | −847−9.8% | Reduced |
| Gotham Asset Management, LLC | 7,656 | $2.47M | 0.01% | −2,722−26.2% | Reduced |
| Truist Financial Corp | 7,455 | $2.41M | 0.00% | −694−8.5% | Reduced |
| State of Wisconsin Investment Board | 7,134 | $2.30M | 0.01% | +5,090+249.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,110 | $2.29M | 0.01% | +19+0.3% | Added |
| Wolverine Asset Management LLC | 7,076 | $2.28M | 0.04% | +1,787+33.8% | Added |
| Gabelli Funds LLC | 7,000 | $2.26M | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,981 | $2.25M | 0.00% | −351−4.8% | Reduced |
| XTX Topco Ltd | 6,889 | $2.22M | 0.04% | +6,889 | New |
| Vestmark Advisory Solutions, Inc. | 6,866 | $2.22M | 0.02% | +1,936+39.3% | Added |
| Amundi | 6,589 | $2.13M | 0.00% | −4,708−41.7% | Reduced |
| MML Investors Services, LLC | 6,569 | $2.12M | 0.01% | −1,148−14.9% | Reduced |
| Park Avenue Securities LLC | 6,553 | $2.12M | 0.02% | +6,553 | New |
| QRG Capital Management, Inc. | 6,518 | $2.10M | 0.02% | +728+12.6% | Added |
| NorthRock Partners, LLC | 6,418 | $2.07M | 0.03% | −716−10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,370 | $2.06M | 0.05% | +1,457+29.7% | Added |
| Guggenheim Capital LLC | 6,326 | $2.04M | 0.02% | +2,859+82.5% | Added |
| Peterson Wealth Services | 6,316 | $2.04M | 0.50% | −83−1.3% | Reduced |
| Pictet Asset Management Holding SA | 6,263 | $2.02M | 0.00% | +304+5.1% | Added |
| Teacher Retirement System of Texas | 6,162 | $1.99M | 0.01% | −3,607−36.9% | Reduced |
| Pacer Advisors, Inc. | 6,007 | $1.94M | 0.01% | +6,007 | New |
| Pinnacle Financial Partners, Inc. | 5,756 | $1.86M | 0.01% | −2,807−32.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,700 | $1.84M | 0.06% | +5,700 | New |
| Concentric Capital Strategies, LP | 5,634 | $1.82M | 0.16% | +5,634 | New |
| Sheets Smith Wealth Management | 5,453 | $1.76M | 0.20% | −1,091−16.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,445 | $1.76M | 0.00% | −1,480−21.4% | Reduced |
| State of Alaska, Department of Revenue | 5,419 | $1.75M | 0.02% | −15,425−74.0% | Reduced |
| Xponance, Inc. | 5,353 | $1.73M | 0.01% | +2,381+80.1% | Added |
| Integrated Quantitative Investments LLC | 5,291 | $1.71M | 0.31% | −3,653−40.8% | Reduced |
| Jennison Associates LLC | 5,191 | $1.68M | 0.00% | −2,761−34.7% | Reduced |
| IAM Advisory, LLC | 5,164 | $1.67M | 0.37% | +32+0.6% | Added |
| Allstate Corp | 5,144 | $1.66M | 0.02% | +5,144 | New |
| Nisa Investment Advisors, LLC | 5,066 | $1.63M | 0.01% | −3−0.1% | Reduced |
| Ardsley Advisory Partners LP | 5,000 | $1.61M | 0.25% | −68,000−93.2% | Reduced |
| New York Life Investment Management LLC | 4,984 | $1.61M | 0.01% | +4,984 | New |
| Azzad Asset Management Inc | 4,943 | $1.60M | 0.16% | −5,959−54.7% | Reduced |
| Engineers Gate Manager LP | 4,835 | $1.56M | 0.02% | +1,769+57.7% | Added |
| Fiduciary Trust Co | 4,789 | $1.55M | 0.02% | +8+0.2% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 4,783 | $1.54M | 0.17% | +4,783 | New |
| Flputnam Investment Management Co | 4,782 | $1.54M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 4,629 | $1.49M | 0.02% | −282−5.7% | Reduced |
| Skopos Labs, Inc. | 4,557 | $1.47M | 0.05% | +2,753+152.6% | Added |
| Vident Advisory, LLC | 4,315 | $1.39M | 0.01% | +496+13.0% | Added |
| Nomura Holdings Inc | 4,290 | $1.38M | 0.01% | +4,290 | New |
| Kestra Private Wealth Services, LLC | 4,239 | $1.37M | 0.02% | +4,239 | New |
| CIBC Bancorp USA Inc. | 4,175 | $1.35M | 0.00% | +4,175 | New |
| US Bancorp | 4,148 | $1.34M | 0.00% | −712−14.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $1.33M | 0.00% | +8,352+187.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,156 | $1.33M | 0.01% | +547+15.2% | Added |
| Nia Impact Advisors, LLC | 3,827 | $1.23M | 0.55% | +3,827 | New |
| Blair William & Co | 3,679 | $1.19M | 0.00% | +1,693+85.2% | Added |
| Havemeyer Place LP | 3,663 | $1.18M | 0.14% | +3,663 | New |
| Commerce Bank | 3,450 | $1.11M | 0.01% | +46+1.4% | Added |
| Ronald Blue Trust, Inc. | 3,402 | $1.10M | 0.01% | +161+5.0% | Added |
| Ensign Peak Advisors, Inc | 3,329 | $1.07M | 0.00% | −707−17.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,308 | $1.07M | 0.03% | +1,423+75.5% | 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 |
| Swiss Life Asset Management Ltd | 3,219 | $1.04M | 0.01% | +254+8.6% | Added |
| Davenport & Co LLC | 3,198 | $1.03M | 0.01% | +3,198 | New |
| Vontobel Holding Ltd. | 3,162 | $1.02M | 0.00% | −1,131−26.3% | Reduced |
| Glenmede Trust Co NA | 3,148 | $1.02M | 0.00% | −1,322−29.6% | Reduced |
| Connable Office Inc | 3,054 | $985.6K | 0.10% | −1,146−27.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,046 | $983.0K | 0.00% | +1,363+81.0% | Added |
| Keybank National Association | 3,042 | $981.7K | 0.00% | −34−1.1% | Reduced |
| ION Fund Management Ltd | 3,000 | $968.1K | 0.15% | +3,000 | New |
| Evergreen Capital Management LLC | 2,999 | $967.8K | 0.02% | +39+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,976 | $960.4K | 0.00% | +32+1.1% | Added |
| Burney Co | 2,975 | $960.1K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 2,940 | $948.8K | 0.01% | +4+0.1% | Added |
| Inceptionr LLC | 2,922 | $943.0K | 0.23% | −87−2.9% | Reduced |
| Baron Wealth Management LLC | 2,878 | $928.8K | 0.28% | +10.0% | Added |
| Bridgewater Associates, LP | 2,803 | $904.6K | 0.00% | −2,046−42.2% | Reduced |
| Mercer Global Advisors Inc | 2,802 | $904.2K | 0.00% | +108+4.0% | Added |
| Securian Asset Management, Inc | 2,782 | $897.8K | 0.04% | +2,782 | New |
| Sierra Summit Advisors LLC | 2,771 | $894.2K | 0.13% | +2,771 | New |
| Robotti Robert | 2,725 | $877.9K | 0.14% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,696 | $870.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,666 | $860.3K | 0.03% | −198−6.9% | Reduced |
| Guidance Capital, Inc | 2,438 | $842.6K | 0.19% | +2,438 | New |
| GAMMA Investing LLC | 2,607 | $841.3K | 0.04% | +15+0.6% | Added |
| Rockefeller Capital Management L.P. | 2,576 | $831.4K | 0.00% | +1,242+93.1% | Added |
| First National Bank of Omaha | 2,569 | $829.0K | 0.03% | −2,044−44.3% | Reduced |