Skip to main content

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.

Institutional holdersQ1 2026: 580 institutions
Q1 2021: 299 institutionsQ2 2021: 278 institutionsQ3 2021: 258 institutionsQ4 2021: 271 institutionsQ1 2022: 269 institutionsQ2 2022: 261 institutionsQ3 2022: 275 institutionsQ4 2022: 306 institutionsQ1 2023: 288 institutionsQ2 2023: 291 institutionsQ3 2023: 296 institutionsQ4 2023: 291 institutionsQ1 2024: 311 institutionsQ2 2024: 306 institutionsQ3 2024: 316 institutionsQ4 2024: 319 institutionsQ1 2025: 355 institutionsQ2 2025: 372 institutionsQ3 2025: 401 institutionsQ4 2025: 465 institutionsQ1 2026: 580 institutionsQ2 2026: 683 institutions
Value heldQ1 2026: $13.2B
Q1 2021: $4.02BQ2 2021: $4.22BQ3 2021: $3.23BQ4 2021: $3.34BQ1 2022: $3.22BQ2 2022: $2.70BQ3 2022: $2.88BQ4 2022: $3.20BQ1 2023: $3.67BQ2 2023: $4.21BQ3 2023: $3.97BQ4 2023: $4.36BQ1 2024: $4.00BQ2 2024: $4.33BQ3 2024: $4.18BQ4 2024: $4.73BQ1 2025: $3.83BQ2 2025: $5.28BQ3 2025: $6.81BQ4 2025: $8.61BQ1 2026: $13.2BQ2 2026: $15.0B
Institutions holding AEIS and their total value by quarter
QuarterHoldersValue
Q2 2026683$15.0B
Q1 2026580$13.2B
Q4 2025465$8.61B
Q3 2025401$6.81B
Q2 2025372$5.28B
Q1 2025355$3.83B
Q4 2024319$4.73B
Q3 2024316$4.18B
Q2 2024306$4.33B
Q1 2024311$4.00B
Q4 2023291$4.36B
Q3 2023296$3.97B
Q2 2023291$4.21B
Q1 2023288$3.67B
Q4 2022306$3.20B
Q3 2022275$2.88B
Q2 2022261$2.70B
Q1 2022269$3.22B
Q4 2021271$3.34B
Q3 2021258$3.23B
Q2 2021278$4.22B
Q1 2021299$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.

Institutions holding AEIS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Twelve Points Wealth Management LLC989$319.2K0.07%−45−4.4%Reduced
Quantbot Technologies LP982$316.9K0.01%+982New
Hartline Investment Corp975$314.6K0.03%−199−17.0%Reduced
CenterBook Partners LP964$311.1K0.02%−13,525−93.3%Reduced
Krilogy Financial LLC831$309.3K0.01%+2+0.2%Added
Brevan Howard Capital Management LP951$306.9K0.00%+951New
Clearstead Advisors, LLC945$305.0K0.00%+908+2,454.1%Added
HB Wealth Management, LLC933$301.1K0.00%+933New
Gateway Investment Advisers LLC921$297.3K0.00%+921New
Seeds Investor LLC758$292.5K0.04%+758New
PDS Planning, Inc898$289.8K0.02%+898New
Ballentine Partners, LLC887$286.2K0.00%+887New
Mirae Asset Global Investments Co., Ltd.861$277.9K0.00%+861New
Personal Cfo Solutions, LLC859$277.3K0.04%+859New
Savant Capital, LLC859$277.2K0.00%+859New
Brown Advisory Inc858$276.8K0.00%+858New
Capstone Investment Advisors, LLC854$275.6K0.00%+854New
Triangle Securities Wealth Management851$274.6K0.06%−239−21.9%Reduced
Hilltop Holdings Inc.843$272.0K0.02%+843New
PCM Encore, LLC828$267.3K0.05%+828New
Atomi Financial Group, Inc.816$263.4K0.01%+816New
United Capital Financial Advisers, LLC805$259.8K0.00%+805New
IPG Investment Advisors LLC795$256.6K0.04%+795New
Beck Capital Management, LLC792$255.6K0.06%+792New
Resonant Capital Advisors, LLC783$252.7K0.01%+783New
Syon Capital LLC779$251.4K0.01%+779New
AlphaGrep UK Ltd775$250.1K0.07%+775New
FLC Capital Advisors761$245.6K0.04%+761New
Daymark Wealth Partners, LLC749$241.7K0.01%+749New
We Are One Seven, LLC732$236.2K0.00%+732New
Snowden Capital Advisors LLC730$235.6K0.01%+730New
Howe & Rusling Inc707$228.2K0.01%−969−57.8%Reduced
Leavell Investment Management, Inc.700$225.9K0.01%+700New
Pallas Capital Advisors LLC695$224.4K0.01%+695New
State of Wyoming684$220.7K0.03%+419+158.1%Added
Lido Advisors, LLC679$219.5K0.00%+679New
Abacus Wealth Partners, LLC677$218.5K0.02%+677New
Gryphon Financial Partners LLC663$214.0K0.02%+663New
Sawgrass Asset Management LLC651$210.1K0.03%+651New
Clearbridge Investments, LLC646$208.5K0.00%+646New
Smartleaf Asset Management LLC698$208.2K0.01%−669−48.9%Reduced
Everhart Financial Group, Inc.643$207.5K0.02%+643New
Arkadios Wealth Advisors642$207.2K0.00%+642New
Beacon Pointe Advisors, LLC637$205.7K0.00%+637New
Dorsey & Whitney Trust CO LLC632$203.9K0.01%+632New
Kraft, Davis & Associates, LLC529$202.6K0.04%+529New
Neo Ivy Capital Management606$195.6K0.05%+606New
Parallel Advisors, LLC582$187.8K0.00%+146+33.5%Added
Central Pacific Bank - Trust Division580$187.2K0.02%−10−1.7%Reduced
Exchange Traded Concepts, LLC573$184.9K0.00%−251−30.5%Reduced
Horizon Investments, LLC573$184.9K0.00%−251−30.5%Reduced
Huntington National Bank566$182.7K0.00%+77+15.7%Added
MAI Capital Management564$182.0K0.00%+204+56.7%Added
Farther Finance Advisors, LLC518$172.4K0.00%−36−6.5%Reduced
Lloyd Advisory Services, LLC.505$163.0K0.05%+505New
Kingdom Financial Group LLC.505$163.0K0.05%+505New
Aster Capital Management (DIFC) Ltd1,642$156.5K0.05%+1,642New
Ballast Advisors LLC475$153.3K0.04%+475New
Godfrey Financial Associates, Inc.450$145.2K0.12%00.0%Unchanged
Umb Bank N A445$143.6K0.00%+12+2.8%Added
Advisory Services Network, LLC418$134.9K0.00%+418New
Sittner & Nelson, LLC416$134.2K0.05%+416New
EverSource Wealth Advisors, LLC387$124.9K0.00%+26+7.2%Added
SRS Capital Advisors, Inc.369$120.5K0.00%−102−21.7%Reduced
Penserra Capital Management LLC315$101.0K0.00%+315New
Wellington-Altus USA Inc.255$95.1K0.06%+149+140.6%Added
Wellington Grp LLC288$92.9K0.03%00.0%Unchanged
Gen-Wealth Partners Inc286$92.3K0.03%+286New
Employees Retirement System of Texas285$92.0K0.00%00.0%Unchanged
OP Asset Management Ltd261$84.2K0.00%+261New
Park Place Capital Corp259$83.6K0.02%+17+7.0%Added
Sterling Capital Management LLC244$78.7K0.00%−2−0.8%Reduced
SBI Securities Co., Ltd.235$75.8K0.00%+186+379.6%Added
USA Financial Portformulas Corp230$74.2K0.01%+21+10.0%Added
Basecamp Wealth Advisors LLC222$71.6K0.01%+31+16.2%Added
Kemnay Advisory Services Inc.219$70.7K0.01%+98+81.0%Added
Leonteq Securities AG217$70.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.211$68.1K0.00%+17+8.8%Added
Massmutual Trust Co FSB204$65.8K0.00%+24+13.3%Added
Caitong International Asset Management Co., Ltd203$65.5K0.01%+195+2,437.5%Added
Ritter Daniher Financial Advisory LLC175$56.5K0.01%+100+133.3%Added
Parkside Financial Bank & Trust161$52.0K0.00%−10−5.8%Reduced
Archer Investment Corp150$48.4K0.01%00.0%Unchanged
Cornerstone Planning Group LLC133$45.6K0.01%+9+7.3%Added
WFA of San Diego, LLC140$45.2K0.04%00.0%Unchanged
Proathlete Wealth Management LLC137$44.4K0.01%00.0%Unchanged
Private Trust Co NA126$40.7K0.00%−39−23.6%Reduced
Optiver Holding B.V.126$40.7K0.00%+116+1,160.0%Added
GHP Investment Advisors, Inc.125$40.3K0.00%+125New
Main Street Group, LTD125$40.3K0.01%+125New
NBC Securities, Inc.122$39.4K0.00%+13+11.9%Added
Measured Wealth Private Client Group, LLC116$37.4K0.01%−117−50.2%Reduced
Larson Financial Group LLC111$35.8K0.00%+10+9.9%Added
Bayforest Capital Ltd110$35.5K0.04%−27−19.7%Reduced
Pinnacle Wealth Planning Services, Inc.109$35.2K0.00%−692−86.4%Reduced
Root Financial Partners, LLC108$34.9K0.00%+27+33.3%Added
Sound Income Strategies, LLC95$31.6K0.00%00.0%Unchanged
Bare Financial Services, Inc96$31.0K0.01%+6+6.7%Added
Whittier Trust Co of Nevada Inc86$28.5K0.00%+86New
Millstone Evans Group, LLC85$27.4K0.02%00.0%Unchanged