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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −7,839−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Telligent Fund, LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| ION Fund Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SHP Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Cim Investment Mangement Inc | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
| My Portfolio Guide, LLC | – | – | – | – | Not filed |