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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 17,307 | $6.45M | 0.01% | +2,518+17.0% | Added |
| Cetera Investment Advisers | 17,389 | $6.48M | 0.01% | −3,118−15.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,406 | $6.49M | 0.01% | +349+2.0% | Added |
| Amalgamated Bank | 17,802 | $6.64M | 0.05% | +1,485+9.1% | Added |
| Pier Capital, LLC | 18,128 | $6.76M | 0.90% | −431−2.3% | Reduced |
| Zacks Investment Management | 18,128 | $6.76M | 0.05% | +1,272+7.5% | Added |
| Potrero Capital Research LLC | 18,592 | $6.93M | 4.25% | +18,592 | New |
| Entropy Technologies, LP | 18,672 | $6.96M | 0.28% | +18,672 | New |
| Meiji Yasuda Asset Management Co Ltd. | 18,699 | $6.97M | 0.31% | +3,846+25.9% | Added |
| Boothbay Fund Management, LLC | 18,948 | $7.07M | 0.14% | −18,917−50.0% | Reduced |
| STRS Ohio | 18,996 | $7.08M | 0.03% | −7,204−27.5% | Reduced |
| Kids Capital Management, L.P. | 19,500 | $7.27M | 5.95% | +19,500 | New |
| 4D Advisors, LLC | 20,000 | $7.46M | 2.86% | +5,000+33.3% | Added |
| Navellier & Associates Inc | 20,269 | $7.56M | 0.60% | +3,496+20.8% | Added |
| South Dakota Investment Council | 20,418 | $7.61M | 0.13% | +20,418 | New |
| RE Advisers Corp | 20,762 | $7.74M | 0.19% | −1,700−7.6% | Reduced |
| XTX Topco Ltd | 20,861 | $7.78M | 0.10% | +13,972+202.8% | Added |
| Great West Life Assurance Co | 22,403 | $8.35M | 0.01% | −74−0.3% | Reduced |
| Cerity Partners LLC | 22,892 | $8.54M | 0.01% | +1,675+7.9% | Added |
| Advisor Group Holdings, Inc. | 23,048 | $8.59M | 0.01% | −2,593−10.1% | Reduced |
| Credit Agricole S A | 24,212 | $9.03M | 0.02% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 24,220 | $9.03M | 0.15% | −13,013−35.0% | Reduced |
| Renaissance Group LLC | 24,485 | $9.13M | 0.37% | −4,874−16.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 25,121 | $9.37M | 0.15% | +10,177+68.1% | Added |
| Allspring Global Investments Holdings, LLC | 26,304 | $9.37M | 0.01% | +7,622+40.8% | Added |
| Fourier Capital Management Ltd | 25,377 | $9.46M | 14.79% | +25,377 | New |
| Victory Capital Management Inc | 25,390 | $9.47M | 0.01% | +1,567+6.6% | Added |
| Brinker Capital Investments, LLC | 25,636 | $9.56M | 0.07% | +14,432+128.8% | Added |
| Catalyst Funds Management Pty Ltd | 26,000 | $9.69M | 0.54% | +26,000 | New |
| Scalar Gauge Management, LLC | 26,000 | $9.69M | 5.35% | +26,000 | New |
| M&G Plc | 26,734 | $9.97M | 0.05% | +11,275+72.9% | Added |
| Jones Financial Companies LLLP | 29,411 | $10.2M | 0.00% | −10,264−25.9% | Reduced |
| Royce & Associates LP | 28,576 | $10.7M | 0.09% | −8,600−23.1% | Reduced |
| Prudential Financial Inc | 28,708 | $10.7M | 0.01% | −4,067−12.4% | Reduced |
| Engineers Gate Manager LP | 29,618 | $11.0M | 0.14% | +24,783+512.6% | Added |
| ExodusPoint Capital Management, LP | 29,819 | $11.1M | 0.10% | +29,819 | New |
| Fiera Capital Corp | 30,099 | $11.2M | 0.04% | −21,018−41.1% | Reduced |
| Omers Administration Corp | 31,000 | $11.6M | 0.07% | +31,000 | New |
| State Board of Administration of Florida Retirement System | 31,383 | $11.7M | 0.02% | +20,014+176.0% | Added |
| Algert Global LLC | 31,460 | $11.7M | 0.14% | +19,510+163.3% | Added |
| Mizuho Markets Cayman LP | 31,635 | $11.8M | 0.44% | +31,635 | New |
| Quadrature Capital Ltd | 32,621 | $12.2M | 0.10% | +32,621 | New |
| Man Group plc | 32,931 | $12.3M | 0.02% | +18,862+134.1% | Added |
| CenterBook Partners LP | 33,252 | $12.4M | 0.61% | +32,288+3,349.4% | Added |
| New York State Teachers Retirement System | 33,988 | $12.7M | 0.02% | −6,184−15.4% | Reduced |
| Holocene Advisors, LP | 34,437 | $12.8M | 0.03% | +34,437 | New |
| Royal Bank of Canada | 34,552 | $12.9M | 0.00% | −2,910−7.8% | Reduced |
| Compass Wealth Management LLC | 35,738 | $13.3M | 2.52% | −3,340−8.5% | Reduced |
| Vanguard Asset Management, Ltd | 36,868 | $13.7M | 0.01% | +2,974+8.8% | Added |
| TD Waterhouse Canada Inc. | 39,420 | $14.1M | 0.04% | +7,041+21.7% | Added |
| GF Fund Management Co. Ltd. | 37,959 | $14.2M | 0.17% | +37,959 | New |
| Trexquant Investment LP | 38,000 | $14.2M | 0.09% | +38,000 | New |
| Russell Investments Group, Ltd. | 38,577 | $14.2M | 0.01% | −3,990−9.4% | Reduced |
| Southernsun Asset Management, LLC | 38,683 | $14.4M | 1.94% | −8,425−17.9% | Reduced |
| Oppenheimer Asset Management Inc. | 38,703 | $14.4M | 0.15% | −9,540−19.8% | Reduced |
| Balyasny Asset Management LLC | 40,455 | $15.1M | 0.03% | +29,674+275.2% | Added |
| Natixis Advisors, L.P. | 40,513 | $15.1M | 0.02% | −10,732−20.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,148 | $15.3M | 0.02% | +1,503+3.8% | Added |
| Axiom Investors LLC | 41,546 | $15.5M | 0.13% | −28,997−41.1% | Reduced |
| California State Teachers Retirement System | 44,098 | $16.4M | 0.02% | −211−0.5% | Reduced |
| Handelsbanken Fonder AB | 44,132 | $16.5M | 0.05% | −5,007−10.2% | Reduced |
| Nicholas Investment Partners, LP | 45,677 | $17.0M | 0.96% | +5,318+13.2% | Added |
| LPL Financial LLC | 45,831 | $17.1M | 0.00% | −13,818−23.2% | Reduced |
| Weiss Asset Management LP | 46,911 | $17.5M | 0.20% | +46,911 | New |
| Mutual of America Capital Management LLC | 46,990 | $17.5M | 0.17% | −2,039−4.2% | Reduced |
| Dana Investment Advisors, Inc. | 47,706 | $17.8M | 0.46% | −2,774−5.5% | Reduced |
| Oberweis Asset Management Inc | 49,423 | $18.4M | 0.38% | +240+0.5% | Added |
| Public Employees Retirement Association of Colorado | 49,941 | $18.6M | 0.06% | −511−1.0% | Reduced |
| E20 Capital Ltd | 50,051 | $18.7M | 1.50% | +50,051 | New |
| Bessemer Group Inc | 50,134 | $18.7M | 0.03% | −24,020−32.4% | Reduced |
| Lazard Asset Management LLC | 50,222 | $18.7M | 0.03% | +16,099+47.2% | Added |
| Alberta Investment Management Corp | 50,700 | $18.9M | 0.11% | +50,700 | New |
| Aristotle Capital Boston, LLC | 50,851 | $19.0M | 1.27% | −100,540−66.4% | Reduced |
| HSBC Holdings PLC | 51,656 | $19.0M | 0.01% | +28,988+127.9% | Added |
| Legal & General Group Plc | 52,986 | $19.7M | 0.00% | +2,499+4.9% | Added |
| G2 Investment Partners Management LLC | 53,000 | $19.8M | 3.60% | −5,428−9.3% | Reduced |
| Peregrine Capital Management LLC | 54,371 | $20.3M | 0.66% | −7,270−11.8% | Reduced |
| Summit Partners Public Asset Management, LLC | 55,000 | $20.5M | 0.53% | −111,418−67.0% | Reduced |
| Voloridge Investment Management, LLC | 55,106 | $20.5M | 0.09% | +55,106 | New |
| Steelhead Partners LLC | 55,174 | $20.6M | 1.47% | +55,174 | New |
| Deutsche Bank AG | 56,379 | $21.0M | 0.01% | −13,918−19.8% | Reduced |
| Canada Pension Plan Investment Board | 57,840 | $21.6M | 0.01% | +57,840 | New |
| Creative Planning | 57,907 | $21.6M | 0.01% | +2,287+4.1% | Added |
| Tributary Capital Management, LLC | 58,540 | $21.8M | 1.79% | −21,088−26.5% | Reduced |
| Public Sector Pension Investment Board | 62,056 | $23.1M | 0.06% | +36,056+138.7% | Added |
| PDT Partners, LLC | 62,188 | $23.2M | 1.22% | +58,888+1,784.5% | Added |
| BNP Paribas Arbitrage, SA | 63,278 | $23.6M | 0.01% | −228,152−78.3% | Reduced |
| Segall Bryant & Hamill, LLC | 64,077 | $23.9M | 0.28% | −13,462−17.4% | Reduced |
| Troluce Capital Advisors LLC | 65,000 | $24.2M | 9.08% | +65,000 | New |
| Aperture Investors, LLC | 65,602 | $24.5M | 2.60% | +65,602 | New |
| Retirement Systems of Alabama | 67,900 | $25.3M | 0.08% | +21,626+46.7% | Added |
| Lord, Abbett & Co. LLC | 67,920 | $25.3M | 0.07% | +700+1.0% | Added |
| Fort Washington Investment Advisors Inc | 70,060 | $26.1M | 0.13% | −19,672−21.9% | Reduced |
| Thames Capital Management LLC | 70,220 | $26.2M | 2.15% | +31,953+83.5% | Added |
| Kennedy Capital Management, Inc. | 72,835 | $27.2M | 0.48% | +44,207+154.4% | Added |
| Barclays PLC | 73,170 | $27.3M | 0.01% | +37,298+104.0% | Added |
| MetLife Investment Management | 73,471 | $27.4M | 0.12% | −26,392−26.4% | Reduced |
| Pinnacle Associates Ltd | 73,912 | $27.6M | 0.30% | −5,720−7.2% | Reduced |
| Two Sigma Investments, LP | 74,131 | $27.6M | 0.02% | +74,131 | New |
| Dendur Capital LP | 75,000 | $28.0M | 1.64% | +75,000 | New |