Advanced Energy Industries (AEIS) Institutional Ownership

$294.65 -7.53 (-2.49%)

Closing price 04:00 PM Eastern

Extended Trading

$292.57 -2.08 (-0.71%)

As of 07:23 PM Eastern

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Current Institutional Ownership Percentage: 99.67%
Number of Institutional Buyers (last 12 months): 304
Total Institutional Inflows (last 12 months): $1.35B

Number of Institutional Sellers (last 12 months): 188
Total Institutional Outflows (last 12 months): $7.74B

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AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/1/2026	Integrated Investment Consultants LLC	2,127	$686K	0.1%	-22.4%	0.006%
5/26/2026	Glenmede Trust Co. NA	3,148	$1.02M	0.0%	-29.6%	0.008%
5/22/2026	Segall Bryant & Hamill LLC	77,539	$25.02M	0.3%	-51.2%	0.204%
5/19/2026	Western Wealth Management LLC	163	$53K	0.0%	N/A	0.000%
5/19/2026	Cim Investment Management Inc.	2,391	$772K	0.2%	-16.7%	0.006%
5/19/2026	Arkadios Wealth Advisors	642	$207K	0.0%	N/A	0.002%
5/18/2026	Amundi	6,589	$2.13M	0.0%	-41.7%	0.017%
5/18/2026	California State Teachers Retirement System	44,309	$14.30M	0.0%	+24.0%	0.117%
5/18/2026	Royal Bank of Canada	37,462	$12.09M	0.0%	-5.1%	0.099%
5/16/2026	The Manufacturers Life Insurance Company	227,890	$73.54M	0.1%	-25.3%	0.599%
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5/16/2026	Quantinno Capital Management LP	14,789	$4.77M	0.0%	+32.6%	0.039%
5/16/2026	Polar Asset Management Partners Inc.	10,014	$3.23M	0.1%	N/A	0.026%
5/16/2026	SummitTX Capital L.P.	12,484	$4.03M	0.1%	N/A	0.033%
5/16/2026	Castleark Management LLC	46,623	$15.05M	0.5%	-5.1%	0.123%
5/15/2026	Ardmore Road Asset Management LP	44,000	$14.20M	0.9%	N/A	0.116%
5/15/2026	Dean Capital Management	7,839	$2.53M	1.0%	-58.3%	0.021%
5/14/2026	Renaissance Technologies LLC	2,322	$749K	0.0%	N/A	0.006%
5/14/2026	Hilltop Holdings Inc.	843	$272K	0.0%	N/A	0.002%
5/14/2026	Compound Planning Inc.	816	$263K	0.0%	N/A	0.002%
5/14/2026	Keebeck Wealth Management	1,076	$347K	0.0%	N/A	0.003%
5/14/2026	Arrowstreet Capital Limited Partnership	335,591	$108.30M	0.1%	+17.0%	0.882%
5/14/2026	Oak Associates Ltd. OH	8,091	$2.61M	0.2%	-67.7%	0.021%
5/14/2026	Inceptionr LLC	2,922	$943K	0.2%	-2.9%	0.008%
5/14/2026	Gibbs Wealth Management	1,536	$496K	0.1%	N/A	0.004%
5/14/2026	Lido Advisors LLC	679	$219K	0.0%	N/A	0.002%
5/14/2026	State of Wyoming	684	$221K	0.0%	+158.1%	0.002%
5/13/2026	Cetera Investment Advisers	20,507	$6.62M	0.0%	-9.1%	0.054%
5/13/2026	Measured Wealth Private Client Group LLC	116	$37K	0.0%	-50.2%	0.000%
5/13/2026	Southernsun Asset Management LLC	47,108	$15.20M	2.2%	-61.8%	0.124%
5/13/2026	First Trust Advisors LP	144,751	$46.71M	0.0%	-13.9%	0.381%
5/12/2026	Telligent Fund LP	3,300	$1.07M	1.1%	N/A	0.009%
5/12/2026	ABN Amro Investment Solutions	1,581	$510K	0.0%	N/A	0.004%
5/8/2026	PNC Financial Services Group Inc.	5,445	$1.76M	0.0%	-21.4%	0.014%
5/7/2026	Hollencrest Capital Management	1,139	$368K	0.0%	-79.4%	0.003%
5/7/2026	WCM Investment Management LLC	98,692	$29.44M	0.1%	-2.7%	0.260%
5/7/2026	Dimensional Fund Advisors LP	652,107	$210.39M	0.0%	-3.9%	1.715%
5/7/2026	Parallel Advisors LLC	582	$188K	0.0%	+33.5%	0.002%
5/7/2026	Swiss National Bank	74,600	$24.07M	0.0%	+0.4%	0.196%
5/7/2026	ANB Bank	1,350	$436K	0.2%	-3.5%	0.004%
5/6/2026	Jennison Associates LLC	5,191	$1.68M	0.0%	-34.7%	0.014%
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5/6/2026	California Public Employees Retirement System	72,359	$23.35M	0.0%	+10.0%	0.190%
5/6/2026	Gryphon Financial Partners LLC	663	$214K	0.0%	N/A	0.002%
5/6/2026	Assetmark Inc.	1,736	$560K	0.0%	+4.8%	0.005%
5/6/2026	Main Street Group LTD	125	$40K	0.0%	N/A	0.000%
5/6/2026	Bessemer Group Inc.	74,154	$23.93M	0.0%	+82.6%	0.196%
5/6/2026	Allspring Global Investments Holdings LLC	18,682	$6.22M	0.0%	+719.7%	0.049%
5/6/2026	Independent Financial Group LLC	1,326	$428K	0.0%	N/A	0.004%
5/5/2026	D.A. Davidson & CO.	1,542	$498K	0.0%	-16.3%	0.004%
5/5/2026	Hillsdale Investment Management Inc.	1,235	$399K	0.0%	+2,644.4%	0.003%
5/4/2026	State of Michigan Retirement System	9,100	$2.94M	0.0%	N/A	0.024%
5/4/2026	Principal Financial Group Inc.	504,435	$162.79M	0.1%	-13.0%	1.333%
5/4/2026	Y.D. More Investments Ltd	1,303	$420K	0.0%	N/A	0.003%
5/4/2026	Teachers Retirement System of The State of Kentucky	13,701	$4.42M	0.0%	+13.3%	0.036%
5/2/2026	Diversify Wealth Management LLC	1,032	$333K	0.0%	N/A	0.003%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	9,457	$3.05M	0.0%	+1.2%	0.025%
5/1/2026	Fifth Third Bancorp	20,422	$6.59M	0.0%	+2,971.0%	0.054%
5/1/2026	Sequoia Financial Advisors LLC	2,257	$728K	0.0%	+5.4%	0.006%
4/30/2026	Hsbc Holdings PLC	22,668	$7.20M	0.0%	+114.6%	0.060%
4/30/2026	Roman Butler Fullerton & Co.	1,050	$339K	0.1%	N/A	0.003%
4/30/2026	Peterson Wealth Services	6,316	$2.04M	0.5%	-1.3%	0.017%
4/30/2026	Azzad Asset Management Inc. ADV	4,943	$1.60M	0.2%	-54.7%	0.013%
4/30/2026	Personal CFO Solutions LLC	859	$277K	0.0%	N/A	0.002%
4/30/2026	Oregon Public Employees Retirement Fund	7,768	$2.51M	0.0%	-9.8%	0.021%
4/30/2026	Frank Rimerman Advisors LLC	1,945	$628K	0.0%	N/A	0.005%
4/29/2026	Cvfg LLC	9,140	$2.95M	0.4%	N/A	0.024%
4/29/2026	Hartline Investment Corp	975	$315K	0.0%	-17.0%	0.003%
4/29/2026	Resonant Capital Advisors LLC	783	$253K	0.0%	N/A	0.002%
4/28/2026	Abel Hall LLC	2,308	$745K	0.2%	+4.2%	0.006%
4/28/2026	Whittier Trust Co. of Nevada Inc.	86	$29K	0.0%	N/A	0.000%
4/28/2026	Howe & Rusling Inc.	707	$228K	0.0%	-57.8%	0.002%
4/28/2026	Praxis Investment Management Inc.	2,355	$760K	0.0%	-15.3%	0.006%
4/28/2026	QRG Capital Management Inc.	6,518	$2.10M	0.0%	+12.6%	0.017%
4/27/2026	HB Wealth Management LLC	933	$301K	0.0%	N/A	0.002%
4/27/2026	Counterpoint Mutual Funds LLC	1,760	$568K	0.1%	N/A	0.005%
4/27/2026	New York State Teachers Retirement System	40,172	$12.96M	0.0%	-29.6%	0.106%
4/27/2026	Sierra Summit Advisors LLC	2,771	$894K	0.1%	N/A	0.007%
4/27/2026	Elevation Point Wealth Partners LLC	6,370	$2.06M	0.0%	+29.7%	0.017%
4/25/2026	Strs Ohio	26,200	$8.46M	0.0%	-15.2%	0.069%
4/25/2026	Keybank National Association OH	3,042	$982K	0.0%	-1.1%	0.008%
4/24/2026	Root Financial Partners LLC	108	$35K	0.0%	+33.3%	0.000%
4/24/2026	Peregrine Capital Management LLC	61,641	$19.89M	0.7%	-20.3%	0.163%
4/23/2026	Inspire Investing LLC	1,643	$530K	0.0%	-26.3%	0.004%
4/22/2026	Ifrah Financial Services Inc.	1,885	$608K	0.2%	-6.6%	0.005%
4/22/2026	Patriot Financial Group Insurance Agency LLC	1,092	$352K	0.0%	N/A	0.003%
4/22/2026	Janney Montgomery Scott LLC	2,164	$698K	0.0%	-28.5%	0.006%
4/22/2026	Fort Washington Investment Advisors Inc. OH	89,732	$28.96M	0.2%	+5.4%	0.237%
4/22/2026	Pictet Asset Management Holding SA	6,263	$2.02M	0.0%	+5.1%	0.017%
4/21/2026	GHP Investment Advisors Inc.	125	$40K	0.0%	N/A	0.000%
4/21/2026	Louisiana State Employees Retirement System	10,900	$3.52M	0.1%	N/A	0.029%
4/21/2026	Triangle Securities Wealth Management	851	$275K	0.1%	-21.9%	0.002%
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4/21/2026	Silver Oak Securities Incorporated	1,250	$403K	0.0%	N/A	0.003%
4/20/2026	Kestra Private Wealth Services LLC	4,239	$1.37M	0.0%	N/A	0.011%
4/20/2026	Ritholtz Wealth Management	2,203	$711K	0.0%	+97.2%	0.006%
4/20/2026	Blue Trust Inc.	3,402	$1.10M	0.0%	+5.0%	0.009%
4/20/2026	Fifth Third Wealth Advisors LLC	1,191	$384K	0.0%	+4.5%	0.003%
4/20/2026	OP Asset Management Ltd	261	$84K	0.0%	N/A	0.001%
4/20/2026	Assenagon Asset Management S.A.	10,659	$3.44M	0.0%	-27.3%	0.028%
4/17/2026	Campbell Newman Asset Management Inc.	9,573	$3.09M	0.3%	+2.6%	0.025%
4/16/2026	SG Americas Securities LLC	12,085	$3.90M	0.0%	+76.8%	0.032%
4/16/2026	Sheets Smith Wealth Management	5,453	$1.76M	0.2%	-16.7%	0.014%

AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 444 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were Vanguard Group Inc. ($991.92M), Earnest Partners LLC ($294.87M), Dimensional Fund Advisors LP ($210.39M), Geode Capital Management LLC ($200.39M), Principal Financial Group Inc. ($162.79M), GW&K Investment Management LLC ($142.70M), and Bank of America Corp DE ($125.43M).Learn more on Advanced Energy Industries' institutional investors.

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

Of the 377 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 ($1.63M), Fuller & Thaler Asset Management Inc. ($810.24K), Summit Partners Public Asset Management LLC ($688.43K), Silvercrest Asset Management Group LLC ($505.00K), Franklin Resources Inc. ($487.49K), Analog Century Management LP ($467.30K), and Arrowstreet Capital Limited Partnership ($335.59K).

Institutional investors have bought a total of 7,270,423 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Of the 188 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), Lazard Asset Management LLC ($4.65M), Citigroup Inc. ($2.67M), Man Group plc ($1.75M), Ameritas Investment Partners Inc. ($1.54M), Zurcher Kantonalbank Zurich Cantonalbank ($999.66K), and Deutsche Bank AG ($986.95K).

Institutional investors have sold a total of 42,895,617 shares in the last 24 months. This volume of shares sold represents approximately $7.74B in transactions.

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This page (NASDAQ:AEIS) was last updated on 6/1/2026 by MarketBeat.com Staff.

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Advanced Energy Industries (AEIS) Institutional Ownership

AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

AEIS Institutional Ownership - Frequently Asked Questions

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Advanced Energy Industries (AEIS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Advanced Energy Industries (NASDAQ:AEIS)

AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

AEIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEIS shares?

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

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

How much institutional buying is happening at Advanced Energy Industries?

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

How much institutional selling is happening at Advanced Energy Industries?

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