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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 1,595 | $594.7K | 0.07% | −89−5.3% | Reduced |
| Maxi Investments CY Ltd | 1,566 | $584.0K | 0.12% | +1,566 | New |
| Itau Unibanco Holding S.A. | 1,566 | $583.9K | 0.01% | +1,566 | New |
| HB Wealth Management, LLC | 1,558 | $580.9K | 0.00% | +625+67.0% | Added |
| Summit Trail Advisors, LLC | 1,529 | $570.2K | 0.01% | +114+8.1% | Added |
| Toronto Dominion Bank | 1,506 | $561.6K | 0.00% | +1,506 | New |
| Polen Capital Management LLC | 1,503 | $560.4K | 0.00% | +1,503 | New |
| ProShare Advisors LLC | 1,500 | $559.3K | 0.00% | −5,481−78.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,493 | $556.8K | 0.00% | +362+32.0% | Added |
| Citizens Financial Group Inc | 1,481 | $552.3K | 0.01% | +1,481 | New |
| Fox Run Management, L.L.C. | 1,479 | $551.5K | 0.09% | +1,479 | New |
| Intrust Bank NA | 1,471 | $548.5K | 0.04% | −224−13.2% | Reduced |
| Blair William & Co | 1,468 | $547.4K | 0.00% | −2,211−60.1% | Reduced |
| Shelton Capital Management | 1,460 | $544.4K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,429 | $532.8K | 0.05% | −43−2.9% | Reduced |
| Round Rock Advisors, LLC | 1,426 | $531.7K | 0.07% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,418 | $528.7K | 0.08% | +1,418 | New |
| Resources Investment Advisors, LLC. | 1,392 | $519.0K | 0.00% | −221−13.7% | Reduced |
| Y.D. More Investments Ltd | 1,386 | $516.8K | 0.02% | +83+6.4% | Added |
| Intech Investment Management LLC | 1,375 | $512.7K | 0.00% | −7,775−85.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,362 | $507.8K | 0.00% | −220−13.9% | Reduced |
| MUFG Securities EMEA plc | 1,360 | $507.1K | 0.01% | +1,360 | New |
| MAI Capital Management | 1,350 | $503.4K | 0.00% | +786+139.4% | Added |
| Highland Capital Management, LLC | 1,345 | $501.5K | 0.02% | +73+5.7% | Added |
| Anb Bank | 1,339 | $499.3K | 0.19% | −11−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,338 | $498.9K | 0.00% | −72−5.1% | Reduced |
| Sowell Financial Services LLC | 1,312 | $489.3K | 0.02% | −23−1.7% | Reduced |
| Schroder Investment Management Group | 1,404 | $488.8K | 0.00% | +1,404 | 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 |
| Two Sigma Securities, LLC | 1,298 | $484.0K | 0.04% | +1,298 | New |
| Winton Group Ltd | 1,280 | $477.3K | 0.02% | +1,280 | New |
| Signaturefd, LLC | 1,276 | $475.8K | 0.01% | −80−5.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,505 | $474.3K | 0.01% | +1,505 | New |
| Harvest Fund Management Co., Ltd | 1,270 | $474.0K | 0.02% | +29+2.3% | Added |
| KBC Group NV | 1,244 | $464.0K | 0.00% | +100+8.7% | Added |
| Portman Square Capital LLP | 1,240 | $462.4K | 0.08% | +1,240 | New |
| Bridgewater Associates, LP | 1,239 | $462.0K | 0.00% | −1,564−55.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,236 | $460.9K | 0.01% | +45+3.8% | Added |
| Laurion Capital Management LP | 1,228 | $457.9K | 0.03% | +1,228 | New |
| Nykredit A/S | 1,218 | $454.2K | 0.00% | +1,218 | New |
| Ellevest, Inc. | 1,207 | $450.1K | 0.05% | −340−22.0% | Reduced |
| Prakash Investment Advisors LLC | 1,200 | $447.4K | 0.28% | +1,200 | New |
| 111 Capital | 1,192 | $444.5K | 0.08% | +1,192 | New |
| Globeflex Capital L P | 1,185 | $441.9K | 0.06% | +1,185 | New |
| Clearstead Advisors, LLC | 1,180 | $440.1K | 0.00% | +235+24.9% | Added |
| 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 |
| CIBC Asset Management Inc | 1,167 | $435.1K | 0.00% | −59−4.8% | Reduced |
| Beck Capital Management, LLC | 1,148 | $428.2K | 0.08% | +356+44.9% | Added |
| Keebeck Wealth Management, LLC | 1,147 | $427.7K | 0.04% | +71+6.6% | Added |
| Hillsdale Investment Management Inc. | 1,130 | $421.3K | 0.01% | −105−8.5% | Reduced |
| North Dakota State Investment Board | 1,111 | $414.3K | 0.02% | +1,111 | New |
| Teza Capital Management LLC | 1,107 | $412.8K | 0.80% | +1,107 | New |
| Simplex Trading, LLC | 1,106 | $412.4K | 0.01% | +1,106 | New |
| Verdence Capital Advisors LLC | 1,092 | $407.2K | 0.02% | +1,092 | New |
| Glenmede Trust Co NA | 1,078 | $402.0K | 0.00% | −2,070−65.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,076 | $401.2K | 0.04% | +1,076 | New |
| Symphony Financial Services, Inc. | 1,075 | $400.8K | 0.18% | +20+1.9% | Added |
| Greenleaf Trust | 1,067 | $397.9K | 0.00% | −31−2.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,029 | $383.7K | 0.00% | +1,029 | New |
| Navalign, LLC | 1,021 | $380.5K | 0.09% | +1+0.1% | Added |
| Lido Advisors, LLC | 1,010 | $377.0K | 0.00% | +331+48.7% | Added |
| Rehmann Capital Advisory Group | 1,008 | $373.7K | 0.02% | −122−10.8% | Reduced |
| Cooper Financial Group | 1,002 | $373.6K | 0.03% | +2+0.2% | Added |
| SkyView Investment Advisors, LLC | 1,000 | $373.0K | 0.29% | +1,000 | New |
| SeaCrest Wealth Management, LLC | 1,000 | $372.9K | 0.04% | +1,000 | New |
| Hartline Investment Corp | 983 | $366.5K | 0.03% | +8+0.8% | Added |
| Red Spruce Capital, LLC | 981 | $365.8K | 0.13% | +981 | New |
| Heritage Family Offices, LLP | 970 | $361.6K | 0.14% | −221−18.6% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 970 | $361.6K | 0.14% | +970 | New |
| Evergreen Wealth Solutions, LLC | 1,092 | $359.9K | 0.02% | +41+3.9% | Added |
| Regions Financial Corp | 948 | $353.5K | 0.00% | −550−36.7% | Reduced |
| Versant Capital Management, Inc | 938 | $349.8K | 0.03% | −77−7.6% | Reduced |
| Twelve Points Wealth Management LLC | 919 | $342.7K | 0.07% | −70−7.1% | Reduced |
| Krilogy Financial LLC | 908 | $338.6K | 0.01% | +77+9.3% | Added |
| Fieldview Capital Management, LLC | 901 | $336.0K | 0.10% | +901 | New |
| Pier 88 Investment Partners LLC | 900 | $335.6K | 0.08% | −400−30.8% | Reduced |
| Ballentine Partners, LLC | 897 | $334.5K | 0.00% | +10+1.1% | Added |
| PDS Planning, Inc | 897 | $334.5K | 0.02% | −1−0.1% | Reduced |
| Storgate, LLC | 891 | $332.2K | 0.07% | +891 | New |
| Savant Capital, LLC | 890 | $330.8K | 0.00% | +31+3.6% | Added |
| R Squared Ltd | 883 | $329.2K | 0.17% | +883 | New |
| Qsemble Capital Management, LP | 869 | $324.0K | 0.04% | +869 | New |
| Exchange Traded Concepts, LLC | 868 | $323.7K | 0.00% | +295+51.5% | Added |
| Profund Advisors LLC | 863 | $321.8K | 0.01% | −756−46.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 861 | $321.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 830 | $309.5K | 0.00% | −28−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 827 | $308.4K | 0.01% | +78+10.4% | Added |
| Warren Averett Asset Management, LLC | 824 | $307.2K | 0.00% | +824 | New |
| Prelude Capital Management, LLC | 823 | $306.9K | 0.02% | −780−48.7% | Reduced |
| Rothschild Investment LLC | 819 | $305.4K | 0.01% | +771+1,606.3% | Added |
| PCM Encore, LLC | 817 | $304.8K | 0.05% | −11−1.3% | Reduced |
| Sawgrass Asset Management LLC | 816 | $304.3K | 0.04% | +165+25.3% | Added |
| AlphaGrep UK Ltd | 812 | $302.8K | 0.09% | +37+4.8% | Added |
| SRS Capital Advisors, Inc. | 784 | $292.3K | 0.00% | +415+112.5% | Added |
| Syon Capital LLC | 778 | $290.1K | 0.01% | −1−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 777 | $289.7K | 0.01% | −6−0.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 760 | $288.4K | 0.18% | +760 | New |
| NewEdge Wealth, LLC | 772 | $287.9K | 0.00% | +772 | New |