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Advanced Energy Industries (AEIS) Institutional Ownership

Advanced Energy Industries logo
$285.61 -7.01 (-2.40%)
As of 01:38 PM Eastern
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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)
329
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$24.48B
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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
8/20/2026 Teza Capital Management LLC1,107$413K0.8%N/A0.003%
8/20/2026Rehmann Capital Advisory Group1,008$374K0.0%-10.8%0.003%
8/20/2026 BTG Pactual Asset Management US LLC676$252K0.0%N/A0.002%
8/20/2026 Headlands Technologies LLC2,516$938K0.1%N/A0.006%
8/20/2026 Susquehanna Fundamental Investments LLC9,687$3.61M0.1%+487.1%0.024%
8/20/2026 Moore Capital Management LP11,000$4.10M0.1%N/A0.027%
8/20/2026 Two Sigma Securities LLC1,298$484K0.0%N/A0.003%
8/20/2026 Flputnam Investment Management Co.17,209$6.42M0.1%+259.9%0.043%
8/20/2026 Cookson Peirce & Co. Inc.6,459$2.41M0.1%-54.1%0.016%
8/20/2026 Northwestern Mutual Wealth Management Co.2,276$849K0.0%+53.0%0.006%
8/20/2026 Meiji Yasuda Life Insurance Co7,032$2.62M0.1%+23.4%0.018%
8/20/2026 Sheets Smith Wealth Management5,203$1.94M0.2%-4.6%0.013%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC113,729$42.41M0.0%+15.2%0.284%
8/19/2026 Navellier & Associates Inc.20,269$7.56M0.6%+20.8%0.051%
8/19/2026 Hsbc Holdings PLC51,656$19.03M0.0%+127.9%0.129%
8/19/2026 Archer Investment Corp250$93K0.0%N/A0.001%
8/19/2026 Kingsview Wealth Management LLC1,029$384K0.0%N/A0.003%
8/18/2026 Papamarkou Wellner Asset Management inc.760$288K0.1%N/A0.002%
8/18/2026Jefferies Financial Group Inc.9,550$3.56M0.0%N/A0.024%
8/18/2026 Public Employees Retirement System of Ohio11,929$4.45M0.0%N/A0.030%
8/17/2026 Corient Private Wealth LP12,987$4.79M0.0%N/A0.032%
8/17/2026 Bamco Inc. NY139,367$51.97M0.1%N/A0.348%
8/17/2026 Bank of America Corp DE1,025,403$382.34M0.0%N/A2.560%
8/15/2026 Freestone Grove Partners LP87,213$32.52M0.2%N/A0.218%
8/15/2026 Man Group plc32,931$12.28M0.0%N/A0.082%
8/15/2026 Jupiter Topco LLC17,122$6.39M0.0%N/A0.043%
8/14/2026 Hsbc Holdings PLC51,656$19.03M0.0%N/A0.129%
8/14/2026 PDT Partners LLC62,188$23.19M1.2%N/A0.155%
8/14/2026 Canada Pension Plan Investment Board57,840$21.57M0.0%N/A0.144%
8/14/2026 Castleark Management LLC16,193$6.04M0.2%N/A0.040%
8/14/2026 Nicholas Investment Partners LP45,677$17.03M1.0%N/A0.114%
8/14/2026 Legal & General Group Plc52,986$19.73M0.0%N/A0.132%
8/14/2026 The Manufacturers Life Insurance Company 445,629$166.16M0.1%N/A1.113%
8/14/2026 Visionary Wealth Advisors11,507$4.29M0.2%N/A0.029%
8/14/2026 Algert Global LLC31,460$11.73M0.1%+163.3%0.079%
8/13/2026 Maxi Investments CY Ltd1,566$584K0.1%N/A0.004%
8/13/2026 OMERS ADMINISTRATION Corp31,000$11.56M0.1%N/A0.077%
8/13/2026 Polymer Capital Management HK LTD14,119$5.27M0.3%N/A0.035%
8/13/2026 E20 Capital Ltd50,051$18.66M1.5%N/A0.125%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.97,958$36.53M0.1%N/A0.245%
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8/13/2026 Meiji Yasuda Asset Management Co Ltd.18,699$6.97M0.3%N/A0.047%
8/13/2026 Globeflex Capital L P1,185$442K0.1%N/A0.003%
8/12/2026 Elevation Point Wealth Partners LLC6,094$2.27M0.0%N/A0.015%
8/12/2026 Commerce Bank3,433$1.28M0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.2,276$849K0.0%N/A0.006%
8/12/2026 Quantbot Technologies LP6,663$2.48M0.1%N/A0.017%
8/12/2026 Farringdon Capital Ltd.573$214K0.1%N/A0.001%
8/12/2026 Fourier Capital Management Ltd25,377$9.46M14.8%N/A0.063%
8/12/2026 Harber Asset Management LLC2,500$932K0.6%N/A0.006%
8/12/2026 Callan Family Office LLC2,445$912K0.0%N/A0.006%
8/12/2026 Keebeck Wealth Management1,147$428K0.0%N/A0.003%
8/11/2026 Green Alpha Advisors LLC10,070$3.76M2.5%N/A0.025%
8/11/2026 Allworth Financial LP1,756$655K0.0%N/A0.004%
8/11/2026 B. Metzler seel. Sohn & Co. AG12,451$4.64M0.0%N/A0.031%
8/11/2026 Silvant Capital Management LLC135$50K0.0%N/A0.000%
8/11/2026 Ceredex Value Advisors LLC98,850$36.86M1.0%N/A0.247%
8/11/2026 Advisors Capital Management LLC618$231K0.0%N/A0.002%
8/11/2026 PCM Encore LLC817$305K0.1%N/A0.002%
8/10/2026 NewEdge Wealth LLC772$288K0.0%N/A0.002%
8/10/2026 Compass Wealth Management LLC35,738$13.33M2.5%N/A0.089%
8/10/2026 Robotti Robert2,725$1.02M0.2%N/A0.007%
8/10/2026 Diversify Advisory Services LLC840$245K0.0%N/A0.002%
8/8/2026 First National Bank of Omaha1,957$730K0.0%N/A0.005%
8/8/2026 Meeder Asset Management Inc.113$42K0.0%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI1,481$552K0.0%N/A0.004%
8/7/2026 BlackRock Inc.4,626,399$1.73B0.0%N/A11.552%
8/7/2026 Pallas Capital Advisors LLC704$262K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG56,379$21.02M0.0%N/A0.141%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.72$27K0.0%N/A0.000%
8/7/2026 Persistent Asset Partners Ltd5,747$2.14M0.6%N/A0.014%
8/7/2026 OneDigital Investment Advisors LLC1,392$519K0.0%N/A0.003%
8/7/2026 Simplicity Wealth LLC589$220K0.0%N/A0.001%
8/6/2026 Flputnam Investment Management Co.17,209$6.42M0.1%N/A0.043%
8/6/2026 Global Retirement Partners LLC188$70K0.0%N/A0.000%
8/6/2026 Alberta Investment Management Corp50,700$18.91M0.1%-99.9%0.127%
8/6/2026 Bank of New York Mellon Corp256,709$95.72M0.0%N/A0.641%
8/6/2026 State of Wyoming344$128K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP2,119$790K0.0%N/A0.005%
7/10/2026 Tema ETFs LLC96,621$36.03M1.2%+151.1%0.254%
7/10/2026 Handelsbanken Fonder AB44,132$16.46M0.0%-10.2%0.116%
7/9/2026 Revolve Wealth Partners LLC1,076$401K0.0%N/A0.003%
7/9/2026 Legacy Wealth Asset Management LLC2,082$776K0.2%+24.4%0.005%
7/8/2026 MRA Advisory Group1,808$674K0.2%N/A0.005%
7/8/2026 Reinhart Partners LLC.9,207$3.43M0.1%N/A0.024%
7/8/2026 Assenagon Asset Management S.A.10,935$4.08M0.0%+2.6%0.029%
7/8/2026 Red Spruce Capital LLC981$366K0.1%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC600$224K0.0%N/A0.002%
7/7/2026 GAMMA Investing LLC2,769$1.03M0.0%+6.2%0.007%
7/7/2026 Harbor Investment Advisory LLC371$138K0.0%+498.4%0.001%
7/7/2026 Central Pacific Bank Trust Division460$172K0.0%-99.8%0.001%
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7/7/2026 Pacific Excel Wealth Advisors Inc.970$362K0.1%N/A0.003%
7/2/2026 Versant Capital Management Inc938$350K0.0%-7.6%0.002%
7/2/2026 Hilltop National Bank732$273K0.1%-30.7%0.002%
6/24/2026 Basecamp Wealth Advisors LLC222$72K0.0%+16.2%0.001%
6/23/2026 Ballast Advisors LLC475$153K0.0%N/A0.001%
6/18/2026 Pacer Advisors Inc.6,007$1.94M0.0%N/A0.016%
6/2/2026 Optiver Holding B.V.126$41K0.0%+1,160.0%0.000%
6/1/2026 Integrated Investment Consultants LLC2,127$686K0.1%-22.4%0.006%
5/26/2026 Glenmede Trust Co. NA3,148$1.02M0.0%-29.6%0.008%
5/22/2026 Segall Bryant & Hamill LLC77,539$25.02M0.3%-51.2%0.204%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 485 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($1.73B), Vanguard Group Inc. ($991.92M), Bank of America Corp DE ($382.34M), Earnest Partners LLC ($294.87M), Dimensional Fund Advisors LP ($210.39M), Geode Capital Management LLC ($200.39M), and The Manufacturers Life Insurance Company ($166.16M).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 421 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: BlackRock Inc. ($4.63M), Norges Bank ($1.63M), Bank of America Corp DE ($1.05M), Fuller & Thaler Asset Management Inc. ($810.24K), Summit Partners Public Asset Management LLC ($688.43K), The Manufacturers Life Insurance Company ($584.53K), and Silvercrest Asset Management Group LLC ($505.00K).

Institutional investors have bought a total of 13,485,174 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

Of the 175 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: Alberta Investment Management Corp ($44.95M), 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), and Zurcher Kantonalbank Zurich Cantonalbank ($999.66K).

Institutional investors have sold a total of 87,336,240 shares in the last 24 months. This volume of shares sold represents approximately $24.48B in transactions.


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Institutional ownership data for NASDAQ:AEIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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