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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
Wall Street Financial Group, Inc.85$27.4K0.02%+85New
True Wealth Design, LLC72$23.2K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72$23.2K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.67$22.0K0.00%−12,584−99.5%Reduced
Mather Group, LLC.67$21.6K0.00%+67New
Thurston, Springer, Miller, Herd & Titak, Inc.65$21.0K0.01%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC63$20.3K0.01%+63New
Harbor Investment Advisory, LLC62$20.0K0.00%+62New
Westside Investment Management, Inc.60$19.9K0.00%+60New
Bell Investment Advisors, Inc57$18.4K0.00%+4+7.5%Added
Contravisory Investment Management, Inc.56$18.1K0.00%+56New
Cedar Mountain Advisors, LLC53$17.1K0.00%+50+1,666.7%Added
Acumen Wealth Advisors, LLC52$16.8K0.00%−9−14.8%Reduced
WealthCollab, LLC52$16.8K0.01%00.0%Unchanged
CVA Family Office, LLC52$16.8K0.00%+46+766.7%Added
Covestor Ltd49$16.0K0.01%−37−43.0%Reduced
Rothschild Investment LLC48$15.5K0.00%+9+23.1%Added
WPG Advisers, LLC47$15.2K0.01%+47New
Keating Financial Advisory Services, Inc.46$14.8K0.00%+2+4.5%Added
Blue Bell Private Wealth Management, LLC42$13.6K0.00%+42New
Farmers & Merchants Investments Inc40$12.9K0.00%+18+81.8%Added
Eurizon Capital SGR S.p.A.42$12.6K0.00%+42New
Elequin Capital LP36$11.6K0.00%−52−59.1%Reduced
Carolina Wealth Advisors, LLC36$11.6K0.00%+36New
Financial Network Wealth Advisors LLC34$11.0K0.01%+24+240.0%Added
Retirement Wealth Solutions LLC33$10.7K0.01%−1−2.9%Reduced
High Note Wealth, LLC33$10.6K0.00%−2−5.7%Reduced
Truvestments Capital LLC30$9.68K0.00%00.0%Unchanged
Fortitude Family Office, LLC29$9.36K0.00%+22+314.3%Added
McMillan Office, Inc.27$8.71K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$8.07K0.00%00.0%Unchanged
MidFirst Bank25$8.07K0.00%−1,991−98.8%Reduced
Atlantic Edge Private Wealth Management, LLC23$7.42K0.00%00.0%Unchanged
Crews Bank & Trust23$7.42K0.00%+23New
TD Capital Management LLC21$6.78K0.00%+16+320.0%Added
IFP Advisors, Inc21$6.78K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC21$6.78K0.00%00.0%Unchanged
Rossby Financial, LCC19$6.32K0.00%+14+280.0%Added
Rialto Wealth Management, LLC19$6.13K0.00%+2+11.8%Added
Zions Bancorporation, National Association19$6.13K0.00%+11+137.5%Added
Innovative Asset Advisors Group, LLC19$6.13K0.00%+19New
MJT & Associates Financial Advisory Group, Inc.18$5.81K0.00%−22−55.0%Reduced
Signature Equity Partners, LLC16$5.17K0.00%−1−5.9%Reduced
North Star Investment Management Corp.16$5.16K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.16$5.16K0.00%+16New
Harbour Investments, Inc.15$5.10K0.00%+14+1,400.0%Added
Plante Moran Financial Advisors, LLC15$4.84K0.00%00.0%Unchanged
UMA Financial Services, Inc.15$4.84K0.00%+3+25.0%Added
Kilter Group LLC13$4.20K0.00%−4−23.5%Reduced
IMA Wealth, Inc.12$3.87K0.00%−10−45.5%Reduced
Essential Partners LLC11$3.55K0.00%00.0%Unchanged
Hughes Financial Services, LLC11$3.55K0.00%+1+10.0%Added
Marquette Asset Management, LLC10$3.23K0.00%+10New
Bay Harbor Wealth Management, LLC10$3.23K0.00%+5+100.0%Added
Capital Analysts, LLC10$3.00K0.00%+10New
Private Wealth Management Group, LLC7$2.26K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$2.26K0.00%+7New
Chilton Capital Management LLC6$1.94K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.94K0.00%00.0%Unchanged
Pittenger & Anderson Inc6$1.94K0.00%+6New
Bogart Wealth, LLC6$1.94K0.00%+6New
Rakuten Securities, Inc.6$1.94K0.00%+6New
Montag A & Associates Inc6$1.80K0.00%−6−50.0%Reduced
Quarry LP5$1.61K0.00%−11−68.8%Reduced
Transamerica Financial Advisors, Inc.5$1.61K0.00%−5−50.0%Reduced
First Horizon Corp5$1.61K0.00%00.0%Unchanged
Trust Co5$1.61K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$1.61K0.00%+2+66.7%Added
JPL Wealth Management, LLC5$1.61K0.00%+5New
My Portfolio Guide, LLC5$1.61K0.00%+5New
Vermillion Wealth Management, Inc.4$1.29K0.00%+4New
Cornerstone Financial Management LLC4$1.29K0.00%+4New
Avion Wealth4$1.00K0.00%00.0%Unchanged
Abound Wealth Management3$8070.00%−3−50.0%Reduced
HFM Investment Advisors, LLC2$6450.00%−9−81.8%Reduced
SHP Wealth Management2$6450.00%+2New
TD Private Client Wealth LLC1$3230.00%+1New
Raffa Wealth Management, LLC1$3230.00%+1New
Curio Wealth, LLC1$3230.00%+1New
Activest Wealth Management0$1040.00%−1−100.0%Reduced
NEOS Investment Management LLC0$00.00%−25,895−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−19,481−100.0%Sold out
Andar Capital Management HK Ltd0$00.00%−18,950−100.0%Sold out
Weiss Asset Management LP0$00.00%−10,168−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−8,396−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,248−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−6,890−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−5,530−100.0%Sold out
Virtu Financial LLC0$00.00%−5,131−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−4,852−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−4,297−100.0%Sold out
Entropy Technologies, LP0$00.00%−2,759−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,662−100.0%Sold out
Jump Financial, LLC0$00.00%−2,200−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−2,042−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,986−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,699−100.0%Sold out
HRT Financial LP0$00.00%−1,658−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−1,600−100.0%Sold out
Pinnacle Wealth Management Advisory Group, LLC0$00.00%−1,455−100.0%Sold out