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Livermore
Livermore
ZHEN

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; 682 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
682
+110 vs. Q1 2026
Shares held
40.2M
−754.9K (−1.8%) vs. Q1 2026
Total value
$15.0B
+$1.81B (+13.7%) vs. Q1 2026
New holders
180
212 more added
Sold out
70
220 more reduced

8 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.

Institutional holdersQ2 2026: 682 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: 682 institutions
Value heldQ2 2026: $15.0B
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 2026682$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, Q2 2026

Shares, value and share of portfolio for each institution holding Advanced Energy Industries Inc; share changes are against Q1 2026.

Institutions holding AEIS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC2$00.00%+2New
DecisionPoint Financial, LLC1$3570.00%+1New
TD Private Client Wealth LLC1$3730.00%00.0%Unchanged
South State Corp.1$3730.00%+1New
Motco1$3730.00%+1New
NVWM, LLC1$3730.00%+1New
Richardson Financial Services Inc.1$3730.00%+1New
IMG Wealth Management, Inc.1$3730.00%+1New
Abound Wealth Management3$9330.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.3$1.12K0.00%+3New
LRI Investments, LLC3$1.12K0.00%+3New
Cornerstone Financial Management LLC4$1.49K0.00%00.0%Unchanged
Montag A & Associates Inc4$1.51K0.00%−2−33.3%Reduced
First Horizon Corp5$1.86K0.00%00.0%Unchanged
Trust Co5$1.86K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC5$1.86K0.00%+5New
Cape Investment Advisory, Inc.5$1.86K0.00%+5New
Wealth Enhancement Trust Services, Inc.6$2.24K0.00%+6New
Pittenger & Anderson Inc6$2.24K0.00%00.0%Unchanged
Chilton Capital Management LLC6$2.24K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.24K0.00%00.0%Unchanged
Spire Wealth Management6$2.24K0.00%+6New
Rakuten Securities, Inc.7$2.61K0.00%+1+16.7%Added
Raffa Wealth Management, LLC7$2.61K0.00%+6+600.0%Added
Kilter Group LLC7$2.61K0.00%−6−46.2%Reduced
Private Wealth Management Group, LLC7$2.61K0.00%00.0%Unchanged
JPL Wealth Management, LLC7$2.61K0.00%+2+40.0%Added
HFM Investment Advisors, LLC7$2.61K0.00%+5+250.0%Added
Creative Capital Management Investments LLC8$2.98K0.00%+8New
Kingdom Financial Group LLC.9$3.36K0.00%−496−98.2%Reduced
Rossby Financial, LCC10$3.73K0.00%−9−47.4%Reduced
Marquette Asset Management, LLC10$3.73K0.00%00.0%Unchanged
Cromwell Holdings LLC10$3.73K0.00%+10New
Owl Creek Wealth Partners LLC10$3.73K0.00%+10New
MJT & Associates Financial Advisory Group, Inc.11$4.10K0.00%−7−38.9%Reduced
UMA Financial Services, Inc.11$4.10K0.00%−4−26.7%Reduced
Bay Harbor Wealth Management, LLC12$4.47K0.00%+2+20.0%Added
Transamerica Financial Advisors, Inc.12$4.48K0.00%+7+140.0%Added
Prestige Wealth Management Group LLC14$5.22K0.00%+7+100.0%Added
Harbour Investments, Inc.15$5.45K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC15$5.59K0.00%00.0%Unchanged
Hughes Financial Services, LLC15$5.59K0.00%+4+36.4%Added
TFC Financial Management15$5.59K0.00%+15New
North Star Investment Management Corp.16$5.97K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.16$5.97K0.00%00.0%Unchanged
Signature Equity Partners, LLC17$6.34K0.00%+1+6.3%Added
Continuum Advisory, LLC17$6.34K0.00%+17New
Rialto Wealth Management, LLC20$7.46K0.00%+1+5.3%Added
Manning & Napier Advisors LLC22$7.66K0.00%+22New
IFP Advisors, Inc21$7.83K0.00%00.0%Unchanged
TD Capital Management LLC21$7.83K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC23$8.58K0.00%00.0%Unchanged
Covestor Ltd24$9.00K0.01%−25−51.0%Reduced
MidFirst Bank25$9.32K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$9.32K0.00%00.0%Unchanged
Zions Bancorporation, National Association26$9.70K0.00%+7+36.8%Added
McMillan Office, Inc.27$10.1K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC28$10.4K0.01%−6−17.6%Reduced
Fortitude Family Office, LLC29$10.8K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC31$11.6K0.01%−2−6.1%Reduced
SJS Investment Consulting Inc.31$11.6K0.00%+26+520.0%Added
Farmers & Merchants Investments Inc33$12.3K0.00%−7−17.5%Reduced
High Note Wealth, LLC33$12.3K0.00%00.0%Unchanged
WestEnd Advisors, LLC36$13.6K0.00%+36New
WPG Advisers, LLC39$14.5K0.01%−8−17.0%Reduced
Blue Bell Private Wealth Management, LLC42$15.7K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.45$17.0K0.00%−22−32.8%Reduced
Silver Grove Financial Group, Inc.47$17.5K0.01%+47New
Keating Financial Advisory Services, Inc.50$18.6K0.00%+4+8.7%Added
Markowski Investments51$19.0K0.00%+51New
WealthCollab, LLC52$19.4K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC53$19.8K0.00%00.0%Unchanged
CVA Family Office, LLC53$19.8K0.00%+1+1.9%Added
Truvestments Capital LLC55$20.5K0.00%+25+83.3%Added
Contravisory Investment Management, Inc.56$20.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc57$21.3K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC57$21.3K0.01%+21+58.3%Added
Action Point Financial Planning, LLC66$23.5K0.00%+66New
Acumen Wealth Advisors, LLC64$23.9K0.01%+12+23.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.65$24.2K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc86$24.7K0.00%00.0%Unchanged
Mather Group, LLC.67$25.0K0.00%00.0%Unchanged
Bogart Wealth, LLC67$25.0K0.00%+61+1,016.7%Added
Eurizon Capital SGR S.p.A.74$25.8K0.00%+32+76.2%Added
Westside Investment Management, Inc.70$26.1K0.00%+10+16.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72$26.8K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd73$27.2K0.00%+73New
Ritter Daniher Financial Advisory LLC75$28.0K0.00%−100−57.1%Reduced
Cornerstone Planning Group LLC93$29.5K0.00%−40−30.1%Reduced
Millstone Evans Group, LLC85$31.7K0.02%00.0%Unchanged
Bare Financial Services, Inc96$35.8K0.01%00.0%Unchanged
Measured Wealth Private Client Group, LLC97$36.2K0.01%−19−16.4%Reduced
Main Street Group, LTD100$37.3K0.01%−25−20.0%Reduced
Pinnacle Wealth Planning Services, Inc.105$39.2K0.00%−4−3.7%Reduced
Meeder Asset Management Inc113$42.1K0.00%+113New
NBC Securities, Inc.114$42.5K0.00%−8−6.6%Reduced
Tokio Marine Asset Management Co Ltd122$45.5K0.00%+122New
GHP Investment Advisors, Inc.125$46.6K0.00%00.0%Unchanged
Larson Financial Group LLC125$46.6K0.00%+14+12.6%Added