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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 2,539 | $819.4K | 0.24% | +2,539 | New |
| Baird Financial Group, Inc. | 2,512 | $810.6K | 0.00% | −18−0.7% | Reduced |
| Callan Family Office, LLC | 2,505 | $808.4K | 0.02% | −293−10.5% | Reduced |
| Sandler Capital Management | 2,500 | $806.8K | 0.55% | +2,500 | New |
| Danske Bank A/S | 2,395 | $772.9K | 0.00% | +2,195+1,097.5% | Added |
| Cim Investment Mangement Inc | 2,391 | $771.6K | 0.21% | −481−16.7% | Reduced |
| Coldstream Capital Management Inc | 2,364 | $762.9K | 0.01% | −492−17.2% | Reduced |
| Everence Capital Management Inc | 2,355 | $760.0K | 0.05% | −425−15.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,327 | $751.1K | 0.00% | +2,302+9,208.0% | Added |
| Renaissance Technologies LLC | 2,322 | $749.3K | 0.00% | +2,322 | New |
| Abel Hall, LLC | 2,308 | $744.8K | 0.16% | +94+4.2% | Added |
| CWM, LLC | 2,273 | $733.5K | 0.00% | +272+13.6% | Added |
| Sequoia Financial Advisors, LLC | 2,257 | $728.4K | 0.00% | +116+5.4% | Added |
| Crossmark Global Holdings, Inc. | 2,228 | $719.0K | 0.01% | +169+8.2% | Added |
| Ritholtz Wealth Management | 2,203 | $710.9K | 0.01% | +1,086+97.2% | Added |
| J.W. Cole Advisors, Inc. | 2,196 | $708.7K | 0.02% | +2,196 | New |
| DnB Asset Management AS | 2,179 | $703.2K | 0.00% | +2,179 | New |
| Janney Montgomery Scott LLC | 2,164 | $698.0K | 0.00% | −863−28.5% | Reduced |
| Independent Financial Group, LLC | 2,151 | $694.1K | 0.02% | +2,151 | New |
| CAPROCK Group, Inc. | 2,150 | $694.1K | 0.02% | −135−5.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,127 | $686.4K | 0.15% | −614−22.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,040 | $679.0K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 2,038 | $657.7K | 0.06% | +6+0.3% | Added |
| Freestone Capital Holdings, LLC | 2,021 | $652.2K | 0.02% | −260−11.4% | Reduced |
| Walleye Capital LLC | 2,007 | $647.7K | 0.00% | +2,007 | New |
| David J Yvars Group | 2,005 | $647.0K | 0.36% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,987 | $641.2K | 0.04% | +1,987 | New |
| Frank, Rimerman Advisors LLC | 1,945 | $627.7K | 0.04% | +1,945 | New |
| Trust Point Inc. | 1,906 | $615.1K | 0.05% | −76−3.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,885 | $608.3K | 0.16% | −134−6.6% | Reduced |
| Numerai GP LLC | 1,880 | $606.7K | 0.06% | +1,880 | New |
| RSM US Wealth Management LLC | 1,851 | $597.3K | 0.01% | −84−4.3% | Reduced |
| Savvy Advisors, Inc. | 1,799 | $580.6K | 0.02% | +87+5.1% | Added |
| Counterpoint Mutual Funds LLC | 1,760 | $568.0K | 0.09% | +1,760 | New |
| Assetmark, Inc | 1,736 | $560.2K | 0.00% | +80+4.8% | Added |
| Perpetual Ltd | 1,732 | $558.9K | 0.01% | +1,732 | New |
| Intrust Bank NA | 1,695 | $547.0K | 0.04% | +1,695 | New |
| Portside Wealth Group, LLC | 1,684 | $543.4K | 0.07% | +250+17.4% | Added |
| Diametric Capital, LP | 1,677 | $541.2K | 0.14% | +1,677 | New |
| Legacy Wealth Asset Management, LLC | 1,673 | $539.9K | 0.13% | +69+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 1,650 | $532.5K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,643 | $530.2K | 0.03% | −587−26.3% | Reduced |
| Profund Advisors LLC | 1,619 | $522.5K | 0.02% | −73−4.3% | Reduced |
| Brucke Financial, Inc. | 1,617 | $521.8K | 0.26% | +1,617 | New |
| Resources Investment Advisors, LLC. | 1,613 | $520.5K | 0.01% | −558−25.7% | Reduced |
| Prelude Capital Management, LLC | 1,603 | $517.3K | 0.04% | +1,603 | New |
| D. E. Shaw & Co., Inc. | 1,600 | $516.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,582 | $510.5K | 0.00% | −6,989−81.5% | Reduced |
| Abn Amro Investment Solutions | 1,581 | $510.2K | 0.01% | +1,581 | New |
| Allworth Financial LP | 1,571 | $507.0K | 0.00% | +895+132.4% | Added |
| Ellevest, Inc. | 1,547 | $499.2K | 0.07% | −13−0.8% | Reduced |
| D.A. Davidson & Co. | 1,542 | $497.6K | 0.00% | −300−16.3% | Reduced |
| Gibbs Wealth Management | 1,536 | $495.7K | 0.07% | +1,536 | New |
| Regions Financial Corp | 1,498 | $483.4K | 0.00% | −125−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,488 | $480.2K | 0.00% | −136−8.4% | Reduced |
| Mirabella Financial Services LLP | 1,472 | $475.0K | 0.05% | −286−16.3% | Reduced |
| Shelton Capital Management | 1,460 | $471.2K | 0.01% | +19+1.3% | Added |
| Round Rock Advisors, LLC | 1,426 | $460.2K | 0.07% | −1,418−49.9% | Reduced |
| Summit Trail Advisors, LLC | 1,415 | $456.7K | 0.01% | +1,415 | New |
| Commonwealth Equity Services, LLC | 1,410 | $455.0K | 0.00% | −744−34.5% | Reduced |
| Journey Strategic Wealth LLC | 1,398 | $451.1K | 0.01% | +232+19.9% | Added |
| Jackson Creek Investment Advisors LLC | 1,384 | $447.0K | 0.13% | −743−34.9% | Reduced |
| Signaturefd, LLC | 1,356 | $437.6K | 0.01% | +158+13.2% | Added |
| Anb Bank | 1,350 | $435.7K | 0.18% | −49−3.5% | Reduced |
| Sowell Financial Services LLC | 1,335 | $430.9K | 0.02% | +86+6.9% | Added |
| Peapack Gladstone Financial Corp | 1,318 | $426.0K | 0.01% | +1,318 | New |
| Colony Group, LLC | 1,317 | $425.2K | 0.00% | +140+11.9% | Added |
| Y.D. More Investments Ltd | 1,303 | $420.5K | 0.02% | +1,303 | New |
| Pier 88 Investment Partners LLC | 1,300 | $419.5K | 0.11% | +1,300 | New |
| Highland Capital Management, LLC | 1,272 | $410.5K | 0.02% | +1,272 | New |
| Silver Oak Securities, Inc | 1,250 | $403.4K | 0.03% | +1,250 | New |
| Harvest Fund Management Co., Ltd | 1,241 | $401.0K | 0.02% | +17+1.4% | Added |
| GWM Advisors LLC | 1,237 | $399.2K | 0.00% | −20−1.6% | Reduced |
| Hillsdale Investment Management Inc. | 1,235 | $398.5K | 0.01% | +1,190+2,644.4% | Added |
| CIBC Asset Management Inc | 1,226 | $395.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,874 | $392.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,213 | $391.4K | 0.01% | +61+5.3% | Added |
| Empowered Funds, LLC | 1,210 | $390.5K | 0.00% | +1,210 | New |
| Public Employees Retirement System of Ohio | 1,201 | $387.6K | 0.00% | −6−0.5% | Reduced |
| FORA Capital, LLC | 1,197 | $386.6K | 0.03% | −982−45.1% | Reduced |
| Roman Butler Fullerton & Co | 1,050 | $385.3K | 0.11% | +1,050 | New |
| Fifth Third Wealth Advisors LLC | 1,191 | $384.3K | 0.01% | +51+4.5% | Added |
| Heritage Family Offices, LLP | 1,191 | $384.3K | 0.17% | −736−38.2% | Reduced |
| Optimize Financial Inc | 1,172 | $378.2K | 0.19% | −912−43.8% | Reduced |
| Diversify Wealth Management, LLC | 1,032 | $373.1K | 0.01% | +1,032 | New |
| Advisors Asset Management, Inc. | 1,144 | $369.2K | 0.01% | +89+8.4% | Added |
| KBC Group NV | 1,144 | $369.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,139 | $367.6K | 0.01% | −4,403−79.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,131 | $365.0K | 0.00% | +16+1.4% | Added |
| Rehmann Capital Advisory Group | 1,130 | $364.7K | 0.02% | −30−2.6% | Reduced |
| Greenleaf Trust | 1,098 | $354.3K | 0.00% | +43+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,092 | $352.4K | 0.02% | +1,092 | New |
| Keebeck Wealth Management, LLC | 1,076 | $347.2K | 0.04% | +1,076 | New |
| Schonfeld Strategic Advisors LLC | 1,057 | $341.1K | 0.00% | +1,057 | New |
| Hilltop National Bank | 1,056 | $340.8K | 0.08% | +33+3.2% | Added |
| Symphony Financial Services, Inc. | 1,055 | $340.5K | 0.17% | +5+0.5% | Added |
| Evergreen Wealth Solutions, LLC | 1,051 | $339.2K | 0.02% | +1,051 | New |
| Navalign, LLC | 1,020 | $329.2K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,015 | $327.6K | 0.03% | +59+6.2% | Added |
| Cooper Financial Group | 1,000 | $322.7K | 0.03% | 00.0% | Unchanged |