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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 682 | $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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 127 | $47.4K | 0.00% | +127 | New |
| Private Trust Co NA | 130 | $48.5K | 0.00% | +4+3.2% | Added |
| Silvant Capital Management LLC | 135 | $50.3K | 0.00% | +135 | New |
| Proathlete Wealth Management LLC | 137 | $51.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 140 | $52.2K | 0.00% | +140 | New |
| True Wealth Design, LLC | 148 | $55.2K | 0.01% | +76+105.6% | Added |
| Essential Partners LLC | 150 | $55.9K | 0.03% | +139+1,263.6% | Added |
| Parkside Financial Bank & Trust | 161 | $60.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 182 | $67.9K | 0.00% | +146+405.6% | Added |
| Global Retirement Partners, LLC | 188 | $70.1K | 0.00% | +188 | New |
| Park Place Capital Corp | 189 | $70.5K | 0.01% | −70−27.0% | Reduced |
| Massmutual Trust Co FSB | 190 | $70.8K | 0.00% | −14−6.9% | Reduced |
| SBI Securities Co., Ltd. | 203 | $75.7K | 0.00% | −32−13.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 216 | $80.6K | 0.00% | +5+2.4% | Added |
| Leonteq Securities AG | 217 | $80.9K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 255 | $82.3K | 0.06% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 222 | $82.8K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 250 | $93.2K | 0.02% | +100+66.7% | Added |
| OP Asset Management Ltd | 261 | $97.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 264 | $98.4K | 0.00% | −123−31.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 266 | $99.2K | 0.00% | +266 | New |
| Walleye Trading LLC | 268 | $99.9K | 0.00% | +268 | New |
| Quarry LP | 274 | $102.2K | 0.02% | +269+5,380.0% | Added |
| Gen-Wealth Partners Inc | 286 | $106.6K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 296 | $110.4K | 0.00% | +52+21.3% | Added |
| Custom Index Systems, LLC | 308 | $114.8K | 0.04% | +308 | New |
| State of Wyoming | 344 | $128.3K | 0.01% | −340−49.7% | Reduced |
| Harbor Investment Advisory, LLC | 371 | $138.3K | 0.01% | +309+498.4% | Added |
| Sittner & Nelson, LLC | 416 | $155.1K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 430 | $160.3K | 0.02% | +227+111.8% | Added |
| Godfrey Financial Associates, Inc. | 450 | $167.8K | 0.13% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 460 | $171.5K | 0.02% | −120−20.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 490 | $182.7K | 0.00% | +490 | New |
| Farther Finance Advisors, LLC | 500 | $185.8K | 0.00% | −18−3.5% | Reduced |
| Umb Bank N A | 500 | $186.4K | 0.00% | +55+12.4% | Added |
| DRW Securities, LLC | 539 | $201.0K | 0.01% | +539 | New |
| Pitcairn Wealth Advisors LLC | 545 | $203.2K | 0.02% | +545 | New |
| Patriot Financial Group Insurance Agency, LLC | 546 | $203.6K | 0.02% | −546−50.0% | Reduced |
| Peapack Gladstone Financial Corp | 554 | $207.0K | 0.00% | −764−58.0% | Reduced |
| Markin Volterra Fund LP | 557 | $207.7K | 0.70% | +557 | New |
| Huntington National Bank | 558 | $208.1K | 0.00% | −8−1.4% | Reduced |
| Farringdon Capital, Ltd. | 573 | $213.7K | 0.11% | +573 | New |
| Moneta Group Investment Advisors LLC | 574 | $214.0K | 0.00% | +574 | New |
| Concurrent Investment Advisors, LLC | 587 | $218.9K | 0.00% | +587 | New |
| Clear Wave Wealth Management LLC | 588 | $219.2K | 0.05% | +588 | New |
| Simplicity Wealth,LLC | 589 | $219.6K | 0.01% | +589 | New |
| Spears Abacus Advisors LLC | 590 | $220.0K | 0.00% | +590 | New |
| Caxton Associates LLP | 595 | $221.9K | 0.00% | +595 | New |
| Rafferty Asset Management, LLC | 599 | $223.3K | 0.00% | +599 | New |
| Dynamic Advisor Solutions LLC | 600 | $223.7K | 0.01% | +600 | New |
| Triangle Securities Wealth Management | 602 | $224.5K | 0.04% | −249−29.3% | Reduced |
| Parallel Advisors, LLC | 605 | $225.6K | 0.00% | +23+4.0% | Added |
| Howe & Rusling Inc | 614 | $228.9K | 0.01% | −93−13.2% | Reduced |
| Seeds Investor LLC | 615 | $229.2K | 0.02% | −143−18.9% | Reduced |
| Advisors Capital Management, LLC | 618 | $230.6K | 0.00% | +618 | New |
| Vision Capital Management, Inc. | 619 | $230.8K | 0.03% | +619 | New |
| Quantessence Capital LLC | 625 | $233.0K | 0.69% | +625 | New |
| Banco Santander, S.A. | 628 | $234.2K | 0.00% | +628 | New |
| Dorsey & Whitney Trust CO LLC | 641 | $239.1K | 0.01% | +9+1.4% | Added |
| Claret Asset Management Corp | 648 | $242.0K | 0.03% | +648 | New |
| Bayesian Capital Management, LP | 650 | $242.4K | 0.16% | +650 | New |
| Smartleaf Asset Management LLC | 698 | $243.0K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 840 | $245.4K | 0.00% | −192−18.6% | Reduced |
| Diversify Advisory Services, LLC | 840 | $245.4K | 0.00% | +840 | New |
| Gryphon Financial Partners LLC | 663 | $247.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 668 | $249.1K | 0.00% | +95+16.6% | Added |
| BTG Pactual Asset Management US LLC | 676 | $252.1K | 0.02% | +676 | New |
| Snowden Capital Advisors LLC | 684 | $255.1K | 0.01% | −46−6.3% | Reduced |
| Gladstone Institutional Advisory LLC | 685 | $255.4K | 0.01% | +685 | New |
| Mizuho Markets Americas LLC | 686 | $255.8K | 0.00% | +686 | New |
| Leavell Investment Management, Inc. | 700 | $261.0K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 703 | $262.1K | 0.07% | +703 | New |
| Pallas Capital Advisors LLC | 704 | $262.3K | 0.01% | +9+1.3% | Added |
| Union Bancaire Privee, UBP SA | 760 | $264.6K | 0.00% | −11,706−93.9% | Reduced |
| Principal Securities, Inc. | 717 | $267.3K | 0.00% | −496−40.9% | Reduced |
| We Are One Seven, LLC | 727 | $271.1K | 0.00% | −5−0.7% | Reduced |
| Hilltop National Bank | 732 | $272.9K | 0.06% | −324−30.7% | Reduced |
| Personal Cfo Solutions, LLC | 732 | $273.1K | 0.04% | −127−14.8% | Reduced |
| Brucke Financial, Inc. | 736 | $274.4K | 0.12% | −881−54.5% | Reduced |
| Atomi Financial Group, Inc. | 752 | $280.5K | 0.01% | −64−7.8% | Reduced |
| FLC Capital Advisors | 761 | $283.8K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 763 | $284.5K | 0.00% | +121+18.8% | Added |
| NewEdge Wealth, LLC | 772 | $287.9K | 0.00% | +772 | New |
| Papamarkou Wellner Asset Management inc. | 760 | $288.4K | 0.18% | +760 | New |
| Resonant Capital Advisors, LLC | 777 | $289.7K | 0.01% | −6−0.8% | Reduced |
| Syon Capital LLC | 778 | $290.1K | 0.01% | −1−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 784 | $292.3K | 0.00% | +415+112.5% | Added |
| AlphaGrep UK Ltd | 812 | $302.8K | 0.09% | +37+4.8% | Added |
| Sawgrass Asset Management LLC | 816 | $304.3K | 0.04% | +165+25.3% | Added |
| PCM Encore, LLC | 817 | $304.8K | 0.05% | −11−1.3% | Reduced |
| Rothschild Investment LLC | 819 | $305.4K | 0.01% | +771+1,606.3% | Added |
| Prelude Capital Management, LLC | 823 | $306.9K | 0.02% | −780−48.7% | Reduced |
| Warren Averett Asset Management, LLC | 824 | $307.2K | 0.00% | +824 | New |
| Daymark Wealth Partners, LLC | 827 | $308.4K | 0.01% | +78+10.4% | Added |
| Brown Advisory Inc | 830 | $309.5K | 0.00% | −28−3.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 861 | $321.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 863 | $321.8K | 0.01% | −756−46.7% | Reduced |
| Exchange Traded Concepts, LLC | 868 | $323.7K | 0.00% | +295+51.5% | Added |
| Qsemble Capital Management, LP | 869 | $324.0K | 0.04% | +869 | New |
| R Squared Ltd | 883 | $329.2K | 0.17% | +883 | New |