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, Q2 2026
Institutional positions in Advanced Energy Industries Inc as of Jun 30, 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
- 683
- +110 vs. Q1 2026
- Shares held
- 40.2M
- −754.7K (−1.8%) vs. Q1 2026
- Total value
- $15.0B
- +$1.81B (+13.7%) vs. Q1 2026
- New holders
- 180
- 213 more added
- Sold out
- 70
- 220 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Savant Capital, LLC | 890 | $330.8K | 0.00% | +31+3.6% | Added |
| Storgate, LLC | 891 | $332.2K | 0.07% | +891 | New |
| PDS Planning, Inc | 897 | $334.5K | 0.02% | −1−0.1% | Reduced |
| Ballentine Partners, LLC | 897 | $334.5K | 0.00% | +10+1.1% | Added |
| Pier 88 Investment Partners LLC | 900 | $335.6K | 0.08% | −400−30.8% | Reduced |
| Fieldview Capital Management, LLC | 901 | $336.0K | 0.10% | +901 | New |
| Krilogy Financial LLC | 908 | $338.6K | 0.01% | +77+9.3% | Added |
| Twelve Points Wealth Management LLC | 919 | $342.7K | 0.07% | −70−7.1% | Reduced |
| Versant Capital Management, Inc | 938 | $349.8K | 0.03% | −77−7.6% | Reduced |
| Regions Financial Corp | 948 | $353.5K | 0.00% | −550−36.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,092 | $359.9K | 0.02% | +41+3.9% | Added |
| Pacific Excel Wealth Advisors, Inc. | 970 | $361.6K | 0.14% | +970 | New |
| Heritage Family Offices, LLP | 970 | $361.6K | 0.14% | −221−18.6% | Reduced |
| Red Spruce Capital, LLC | 981 | $365.8K | 0.13% | +981 | New |
| Hartline Investment Corp | 983 | $366.5K | 0.03% | +8+0.8% | Added |
| SeaCrest Wealth Management, LLC | 1,000 | $372.9K | 0.04% | +1,000 | New |
| SkyView Investment Advisors, LLC | 1,000 | $373.0K | 0.29% | +1,000 | New |
| Cooper Financial Group | 1,002 | $373.6K | 0.03% | +2+0.2% | Added |
| Rehmann Capital Advisory Group | 1,008 | $373.7K | 0.02% | −122−10.8% | Reduced |
| Lido Advisors, LLC | 1,010 | $377.0K | 0.00% | +331+48.7% | Added |
| Navalign, LLC | 1,021 | $380.5K | 0.09% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,029 | $383.7K | 0.00% | +1,029 | New |
| Greenleaf Trust | 1,067 | $397.9K | 0.00% | −31−2.8% | Reduced |
| Symphony Financial Services, Inc. | 1,075 | $400.8K | 0.18% | +20+1.9% | Added |
| Revolve Wealth Partners, LLC | 1,076 | $401.2K | 0.04% | +1,076 | New |
| Glenmede Trust Co NA | 1,078 | $402.0K | 0.00% | −2,070−65.8% | Reduced |
| Verdence Capital Advisors LLC | 1,092 | $407.2K | 0.02% | +1,092 | New |
| Simplex Trading, LLC | 1,106 | $412.4K | 0.01% | +1,106 | New |
| Teza Capital Management LLC | 1,107 | $412.8K | 0.80% | +1,107 | New |
| North Dakota State Investment Board | 1,111 | $414.3K | 0.02% | +1,111 | New |
| Hillsdale Investment Management Inc. | 1,130 | $421.3K | 0.01% | −105−8.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,147 | $427.7K | 0.04% | +71+6.6% | Added |
| Beck Capital Management, LLC | 1,148 | $428.2K | 0.08% | +356+44.9% | Added |
| CIBC Asset Management Inc | 1,167 | $435.1K | 0.00% | −59−4.8% | Reduced |
| Optimize Financial Inc | 1,168 | $435.5K | 0.16% | −4−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,168 | $435.5K | 0.10% | +1,168 | New |
| Clearstead Advisors, LLC | 1,180 | $440.1K | 0.00% | +235+24.9% | Added |
| Globeflex Capital L P | 1,185 | $441.9K | 0.06% | +1,185 | New |
| 111 Capital | 1,192 | $444.5K | 0.08% | +1,192 | New |
| Prakash Investment Advisors LLC | 1,200 | $447.4K | 0.28% | +1,200 | New |
| Ellevest, Inc. | 1,207 | $450.1K | 0.05% | −340−22.0% | Reduced |
| Nykredit A/S | 1,218 | $454.2K | 0.00% | +1,218 | New |
| Laurion Capital Management LP | 1,228 | $457.9K | 0.03% | +1,228 | New |
| Fifth Third Wealth Advisors LLC | 1,236 | $460.9K | 0.01% | +45+3.8% | Added |
| Bridgewater Associates, LP | 1,239 | $462.0K | 0.00% | −1,564−55.8% | Reduced |
| Portman Square Capital LLP | 1,240 | $462.4K | 0.08% | +1,240 | New |
| KBC Group NV | 1,244 | $464.0K | 0.00% | +100+8.7% | Added |
| Harvest Fund Management Co., Ltd | 1,270 | $474.0K | 0.02% | +29+2.3% | Added |
| Chicago Partners Investment Group LLC | 1,505 | $474.3K | 0.01% | +1,505 | New |
| Signaturefd, LLC | 1,276 | $475.8K | 0.01% | −80−5.9% | Reduced |
| Winton Group Ltd | 1,280 | $477.3K | 0.02% | +1,280 | New |
| Two Sigma Securities, LLC | 1,298 | $484.0K | 0.04% | +1,298 | New |
| Advisors Asset Management, Inc. | 1,300 | $484.7K | 0.01% | +156+13.6% | Added |
| Centiva Capital, LP | 1,300 | $484.7K | 0.02% | +1,300 | New |
| Schroder Investment Management Group | 1,404 | $488.8K | 0.00% | +1,404 | New |
| Sowell Financial Services LLC | 1,312 | $489.3K | 0.02% | −23−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,338 | $498.9K | 0.00% | −72−5.1% | Reduced |
| Anb Bank | 1,339 | $499.3K | 0.19% | −11−0.8% | Reduced |
| Highland Capital Management, LLC | 1,345 | $501.5K | 0.02% | +73+5.7% | Added |
| MAI Capital Management | 1,350 | $503.4K | 0.00% | +786+139.4% | Added |
| MUFG Securities EMEA plc | 1,360 | $507.1K | 0.01% | +1,360 | New |
| Envestnet Portfolio Solutions, Inc. | 1,362 | $507.8K | 0.00% | −220−13.9% | Reduced |
| Intech Investment Management LLC | 1,375 | $512.7K | 0.00% | −7,775−85.0% | Reduced |
| Y.D. More Investments Ltd | 1,386 | $516.8K | 0.02% | +83+6.4% | Added |
| Resources Investment Advisors, LLC. | 1,392 | $519.0K | 0.00% | −221−13.7% | Reduced |
| Polymer Capital Management (US) LLC | 1,418 | $528.7K | 0.08% | +1,418 | New |
| Round Rock Advisors, LLC | 1,426 | $531.7K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,429 | $532.8K | 0.05% | −43−2.9% | Reduced |
| Shelton Capital Management | 1,460 | $544.4K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 1,468 | $547.4K | 0.00% | −2,211−60.1% | Reduced |
| Intrust Bank NA | 1,471 | $548.5K | 0.04% | −224−13.2% | Reduced |
| Fox Run Management, L.L.C. | 1,479 | $551.5K | 0.09% | +1,479 | New |
| Citizens Financial Group Inc | 1,481 | $552.3K | 0.01% | +1,481 | New |
| Steward Partners Investment Advisory, LLC | 1,493 | $556.8K | 0.00% | +362+32.0% | Added |
| ProShare Advisors LLC | 1,500 | $559.3K | 0.00% | −5,481−78.5% | Reduced |
| Polen Capital Management LLC | 1,503 | $560.4K | 0.00% | +1,503 | New |
| Toronto Dominion Bank | 1,506 | $561.6K | 0.00% | +1,506 | New |
| Summit Trail Advisors, LLC | 1,529 | $570.2K | 0.01% | +114+8.1% | Added |
| HB Wealth Management, LLC | 1,558 | $580.9K | 0.00% | +625+67.0% | Added |
| Itau Unibanco Holding S.A. | 1,566 | $583.9K | 0.01% | +1,566 | New |
| Maxi Investments CY Ltd | 1,566 | $584.0K | 0.12% | +1,566 | New |
| Portside Wealth Group, LLC | 1,595 | $594.7K | 0.07% | −89−5.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,598 | $595.8K | 0.01% | +1,598 | New |
| USS Investment Management Ltd | 1,600 | $596.8K | 0.00% | +1,600 | New |
| Norden Group LLC | 1,644 | $613.0K | 0.05% | −394−19.3% | Reduced |
| Perpetual Ltd | 1,732 | $645.8K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,732 | $645.8K | 0.00% | +190+12.3% | Added |
| Gateway Investment Advisers LLC | 1,747 | $651.5K | 0.01% | +826+89.7% | Added |
| CAPROCK Group, Inc. | 1,755 | $654.4K | 0.01% | −395−18.4% | Reduced |
| Allworth Financial LP | 1,756 | $654.9K | 0.00% | +185+11.8% | Added |
| Savvy Advisors, Inc. | 1,760 | $656.3K | 0.01% | −39−2.2% | Reduced |
| DnB Asset Management AS | 1,779 | $663.3K | 0.00% | −400−18.4% | Reduced |
| Morris Retirement Advisors, LLC | 1,808 | $674.2K | 0.24% | +1,808 | New |
| CWM Advisors, LLC | 1,819 | $678.3K | 0.03% | +176+10.7% | Added |
| Baird Financial Group, Inc. | 1,852 | $690.6K | 0.00% | −660−26.3% | Reduced |
| Ifrah Financial Services, Inc. | 1,868 | $696.5K | 0.17% | −17−0.9% | Reduced |
| GWM Advisors LLC | 1,873 | $698.4K | 0.00% | +636+51.4% | Added |
| Guidance Capital, Inc | 2,445 | $698.9K | 0.15% | +7+0.3% | Added |
| Janney Montgomery Scott LLC | 1,875 | $699.0K | 0.00% | −289−13.4% | Reduced |
| Twin Tree Management, LP | 1,878 | $700.3K | 0.11% | +1,878 | New |