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Advanced Energy Industries (AEIS) Institutional Ownership

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$169.62 -10.36 (-5.76%)
Closing price 10/10/2025 04:00 PM Eastern
Extended Trading
$169.70 +0.08 (+0.05%)
As of 10/10/2025 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Advanced Energy Industries (NASDAQ:AEIS)

Current
Institutional Ownership
Percentage
99.67%
Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$641.67M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$5.75B
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AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 USA Financial Formulas316$54K0.0%N/A0.001%
10/10/2025 Trust Point Inc.2,052$349K0.0%N/A0.005%
10/9/2025 Voya Investment Management LLC11,731$2.00M0.0%-100.0%0.031%
10/8/2025 Sheets Smith Investment Management1,233$210K0.1%N/A0.003%
10/7/2025 Heritage Family Offices LLP2,430$413K0.2%+11.0%0.006%
10/7/2025 Assenagon Asset Management S.A.20,153$3.43M0.0%N/A0.053%
10/2/2025 GAMMA Investing LLC2,265$385K0.0%+13.8%0.006%
9/26/2025Corient Private Wealth LLC6,493$860K0.0%-2.4%0.017%
9/24/2025Texas Permanent School Fund Corp12,134$1.61M0.0%-4.7%0.032%
9/4/2025Osaic Holdings Inc.3,738$495K0.0%+43.1%0.010%
8/27/2025Orion Porfolio Solutions LLC8,884$1.18M0.0%+62.2%0.024%
8/27/2025Squarepoint Ops LLC61,294$8.12M0.0%+998.7%0.162%
8/22/2025Cim Investment Management Inc.5,966$739K0.1%+100.7%0.016%
8/19/2025Pitcairn Co.4,139$548K0.0%-3.3%0.011%
8/18/2025Nomura Holdings Inc.13,132$1.74M0.0%N/A0.035%
8/18/2025Castleark Management LLC45,890$6.08M0.2%N/A0.122%
8/16/2025Public Sector Pension Investment Board128,329$17.00M0.1%+7.4%0.340%
8/16/2025Evergreen Capital Management LLC1,844$244K0.0%-15.3%0.005%
8/15/2025CANADA LIFE ASSURANCE Co44,196$5.86M0.0%-1.6%0.117%
8/15/2025Tower Research Capital LLC TRC 4,197$556K0.0%+1,127.2%0.011%
8/15/2025Corient Private Wealth LLC6,493$860K0.0%-2.4%0.017%
8/15/2025State of Tennessee Department of Treasury14,868$1.97M0.0%+61.2%0.039%
8/15/2025Captrust Financial Advisors13,536$1.79M0.0%+23.4%0.036%
8/15/2025Vident Advisory LLC4,833$640K0.0%+90.5%0.013%
8/15/2025Tidal Investments LLC1,866$247K0.0%N/A0.005%
8/15/2025Smartleaf Asset Management LLC1,047$139K0.0%-15.3%0.003%
8/15/2025Sandler Capital Management28,631$3.79M1.0%+37.2%0.076%
8/15/2025Orion Porfolio Solutions LLC8,884$1.18M0.0%+62.2%0.024%
8/15/2025MML Investors Services LLC7,722$1.02M0.0%+18.8%0.020%
8/15/2025Engineers Gate Manager LP7,157$948K0.0%-77.4%0.019%
8/15/2025Balyasny Asset Management L.P.9,855$1.31M0.0%N/A0.026%
8/15/2025Bamco Inc. NY373,245$49.46M0.1%+1.9%0.990%
8/15/2025Bank of America Corp DE946,649$125.43M0.0%+2.2%2.510%
8/14/2025Raymond James Financial Inc.72,399$9.59M0.0%+123.2%0.192%
8/14/2025Canada Pension Plan Investment Board5,100$676K0.0%+24.4%0.014%
8/14/2025Bayesian Capital Management LP4,200$556K0.1%N/A0.011%
8/14/2025Quantinno Capital Management LP8,738$1.16M0.0%+24.6%0.023%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,676$2.74M0.0%-7.2%0.055%
8/14/2025Peapack Gladstone Financial Corp1,811$240K0.0%N/A0.005%
8/14/2025The Manufacturers Life Insurance Company 659,023$87.32M0.1%-14.9%1.747%
8/14/2025Squarepoint Ops LLC61,294$8.12M0.0%+998.7%0.162%
8/14/2025Ardsley Advisory Partners LP35,000$4.64M0.6%+12.9%0.093%
8/14/2025Integrated Investment Consultants LLC2,838$376K0.1%-37.9%0.008%
8/14/2025Southernsun Asset Management LLC196,636$26.05M3.7%+30.8%0.521%
8/14/2025California Public Employees Retirement System65,733$8.71M0.0%+7.8%0.174%
8/14/2025Cerity Partners LLC17,816$2.36M0.0%+59.1%0.047%
8/14/2025Federated Hermes Inc.42,105$5.58M0.0%+2.8%0.112%
8/13/2025Gabelli Funds LLC17,151$2.27M0.0%N/A0.045%
8/13/2025Tema Etfs LLC8,453$1.12M0.3%N/A0.022%
8/13/2025Amundi11,922$1.64M0.0%-49.9%0.032%
8/13/2025Marshall Wace LLP40,390$5.35M0.0%-67.6%0.107%
8/13/2025QSV Equity Investors LLC12,187$1.62M1.7%-18.4%0.032%
8/13/2025Baird Financial Group Inc.2,206$292K0.0%-17.7%0.006%
8/13/2025First Trust Advisors LP294,775$39.06M0.0%+9.0%0.781%
8/13/2025EverSource Wealth Advisors LLC312$41K0.0%+67.7%0.001%
8/13/2025Channing Capital Management LLC549,176$72.77M2.0%-22.7%1.456%
8/13/2025Quantbot Technologies LP13,663$1.81M0.0%+106.8%0.036%
8/13/2025M&T Bank Corp8,820$1.17M0.0%+12.3%0.023%
8/13/2025Fisher Asset Management LLC273,993$36.30M0.0%+80.4%0.726%
8/13/2025Shelton Capital Management22,605$3.00M0.1%-14.3%0.060%
8/13/2025New York State Common Retirement Fund336,883$44.64M0.1%-9.3%0.893%
8/13/2025Ceredex Value Advisors LLC85,550$11.34M0.2%N/A0.227%
8/13/2025Norges Bank443,515$58.77M0.0%N/A1.176%
8/13/2025Hsbc Holdings PLC15,097$2M0.0%-32.4%0.040%
8/13/2025Northwestern Mutual Wealth Management Co.4,578$607K0.0%-37.1%0.012%
8/13/2025State Board of Administration of Florida Retirement System12,485$1.65M0.0%+23.0%0.033%
8/13/2025Elevation Point Wealth Partners LLC729$97K0.0%N/A0.002%
8/13/2025Quadrant Capital Group LLC1,566$207K0.0%-63.9%0.004%
8/13/2025Choreo LLC4,054$537K0.0%N/A0.011%
8/13/2025Russell Investments Group Ltd.4,315$572K0.0%+867.5%0.011%
8/12/2025Inceptionr LLC2,222$294K0.1%-33.9%0.006%
8/12/2025Oak Associates Ltd. OH27,082$3.59M0.2%-4.1%0.072%
8/12/2025Advisors Asset Management Inc.661$88K0.0%+22.6%0.002%
8/12/2025Summit Global Investments1,529$203K0.0%N/A0.004%
8/12/2025Jefferies Financial Group Inc.1,999$265K0.0%-63.5%0.005%
8/12/2025Prudential Financial Inc.39,939$5.29M0.0%+5.5%0.106%
8/12/2025Coldstream Capital Management Inc.2,174$288K0.0%+20.5%0.006%
8/12/2025Segall Bryant & Hamill LLC170,421$22.58M0.3%+4.4%0.452%
8/12/2025Rhumbline Advisers113,228$15.00M0.0%+3.4%0.300%
8/12/2025CenterBook Partners LP21,346$2.83M0.2%+77.9%0.057%
8/12/2025Franklin Resources Inc.231,598$30.69M0.0%N/A0.614%
8/12/2025Legal & General Group Plc102,292$13.55M0.0%+0.8%0.271%
8/12/2025MAI Capital Management487$65K0.0%+55.6%0.001%
8/12/2025Entropy Technologies LP11,254$1.49M0.1%N/A0.030%
8/12/2025Swiss National Bank72,400$9.59M0.0%-0.8%0.192%
8/12/2025Howe & Rusling Inc.2,442$324K0.0%N/A0.006%
8/12/2025Ensign Peak Advisors Inc12,816$1.70M0.0%-12.0%0.034%
8/8/2025Avantax Advisory Services Inc.20,451$2.71M0.0%+10.0%0.054%
8/8/2025Cetera Investment Advisers2,914$386K0.0%-7.8%0.008%
8/8/2025Intech Investment Management LLC16,227$2.15M0.0%-15.1%0.043%
8/8/2025Creative Planning27,657$3.67M0.0%+14.3%0.073%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,668$1.28M0.0%+7.2%0.026%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.5,481$727K0.0%-7.7%0.015%
8/8/2025Fiera Capital Corp44,604$5.91M0.0%-1.1%0.118%
8/8/2025Police & Firemen s Retirement System of New Jersey8,477$1.12M0.0%+3.4%0.022%
8/8/2025Bailard Inc.1,700$225K0.0%N/A0.005%
8/8/2025Geode Capital Management LLC925,648$122.66M0.0%+1.0%2.454%
8/8/2025PNC Financial Services Group Inc.7,821$1.04M0.0%+9.5%0.021%
8/8/2025KBC Group NV1,144$152K0.0%-99.4%0.003%
8/7/2025Allworth Financial LP533$71K0.0%+371.7%0.001%
(Data available from 1/1/2016 forward)

AEIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEIS shares?

During the previous two years, 348 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were Vanguard Group Inc. ($463.79M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($156.31M), Bank of America Corp DE ($125.43M), Geode Capital Management LLC ($122.66M), and Dimensional Fund Advisors LP ($101.47M).Learn more on Advanced Energy Industries' institutional investors.

What percentage of Advanced Energy Industries' stock is owned by institutional investors?

99.67% of Advanced Energy Industries' stock is owned by institutional investors. Learn more on AEIS's institutional investor holdings.

Which institutional investors have been buying Advanced Energy Industries' stock?

Of the 283 institutional investors that purchased Advanced Energy Industries' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.44M), Channing Capital Management LLC ($630.75K), Summit Partners Public Asset Management LLC ($618.30K), The Manufacturers Life Insurance Company ($616.14K), FMR LLC ($577.77K), Silvercrest Asset Management Group LLC ($505.00K), and Franklin Resources Inc. ($231.60K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 5,485,471 shares in the last 24 months. This purchase volume represents approximately $641.67M in transactions.

Which of Advanced Energy Industries' major shareholders have been selling company stock?

Of the 138 institutional investors that sold Advanced Energy Industries' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($26.17M), Bank of America Corp DE ($6.04M), Citigroup Inc. ($2.37M), Victory Capital Management Inc. ($995.54K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($483.54K), KBC Group NV ($200.57K), and Channing Capital Management LLC ($199.79K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 37,864,890 shares in the last 24 months. This volume of shares sold represents approximately $5.75B in transactions.


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This page (NASDAQ:AEIS) was last updated on 10/12/2025 by MarketBeat.com Staff
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