Free Trial
→ Iran's New Leader Just Said Something That Should Terrify Every American (From American Alternative) (Ad)tc pixel Free AEIS Stock Alerts

Advanced Energy Industries (AEIS) Institutional Ownership

Advanced Energy Industries logo
$334.02 -20.95 (-5.90%)
As of 03:02 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
99.67%
Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$7.66B
Get AEIS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Advanced Energy Industries stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AEIS Institutional Buying and Selling by Quarter

Advanced Energy Industries Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/12/2026Telligent Fund LP3,300$1.07M1.1%N/A0.009%
5/12/2026ABN Amro Investment Solutions1,581$510K0.0%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.5,445$1.76M0.0%-21.4%0.014%
5/7/2026 Hollencrest Capital Management1,139$368K0.0%-79.4%0.003%
5/7/2026 WCM Investment Management LLC98,692$29.44M0.1%-2.7%0.260%
5/7/2026 Dimensional Fund Advisors LP652,107$210.39M0.0%-3.9%1.715%
5/7/2026 Parallel Advisors LLC582$188K0.0%+33.5%0.002%
5/7/2026 Swiss National Bank74,600$24.07M0.0%+0.4%0.196%
5/7/2026 ANB Bank1,350$436K0.2%-3.5%0.004%
5/6/2026 Jennison Associates LLC5,191$1.68M0.0%-34.7%0.014%
5/6/2026 California Public Employees Retirement System72,359$23.35M0.0%+10.0%0.190%
5/6/2026 Gryphon Financial Partners LLC663$214K0.0%N/A0.002%
5/6/2026 Assetmark Inc.1,736$560K0.0%+4.8%0.005%
5/6/2026 Main Street Group LTD125$40K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.74,154$23.93M0.0%+82.6%0.196%
5/6/2026 Allspring Global Investments Holdings LLC18,682$6.22M0.0%+719.7%0.049%
5/6/2026 Independent Financial Group LLC1,326$428K0.0%N/A0.004%
5/5/2026 D.A. Davidson & CO.1,542$498K0.0%-16.3%0.004%
5/5/2026 Hillsdale Investment Management Inc.1,235$399K0.0%+2,644.4%0.003%
5/4/2026 State of Michigan Retirement System9,100$2.94M0.0%N/A0.024%
5/4/2026 Principal Financial Group Inc.504,435$162.79M0.1%-13.0%1.333%
5/4/2026 Y.D. More Investments Ltd1,303$420K0.0%N/A0.003%
5/4/2026 Teachers Retirement System of The State of Kentucky13,701$4.42M0.0%+13.3%0.036%
5/2/2026 Diversify Wealth Management LLC1,032$333K0.0%N/A0.003%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,457$3.05M0.0%+1.2%0.025%
5/1/2026 Fifth Third Bancorp20,422$6.59M0.0%+2,971.0%0.054%
5/1/2026 Sequoia Financial Advisors LLC2,257$728K0.0%+5.4%0.006%
4/30/2026 Hsbc Holdings PLC22,668$7.20M0.0%+114.6%0.060%
4/30/2026 Roman Butler Fullerton & Co.1,050$339K0.1%N/A0.003%
4/30/2026 Peterson Wealth Services6,316$2.04M0.5%-1.3%0.017%
4/30/2026 Azzad Asset Management Inc. ADV4,943$1.60M0.2%-54.7%0.013%
4/30/2026 Personal CFO Solutions LLC859$277K0.0%N/A0.002%
4/30/2026 Oregon Public Employees Retirement Fund7,768$2.51M0.0%-9.8%0.021%
4/30/2026 Frank Rimerman Advisors LLC1,945$628K0.0%N/A0.005%
4/29/2026 Cvfg LLC9,140$2.95M0.4%N/A0.024%
4/29/2026 Hartline Investment Corp975$315K0.0%-17.0%0.003%
4/29/2026 Resonant Capital Advisors LLC783$253K0.0%N/A0.002%
4/28/2026 Abel Hall LLC2,308$745K0.2%+4.2%0.006%
4/28/2026 Whittier Trust Co. of Nevada Inc.86$29K0.0%N/A0.000%
4/28/2026 Howe & Rusling Inc.707$228K0.0%-57.8%0.002%
4/28/2026 Praxis Investment Management Inc.2,355$760K0.0%-15.3%0.006%
4/28/2026 QRG Capital Management Inc.6,518$2.10M0.0%+12.6%0.017%
4/27/2026 HB Wealth Management LLC933$301K0.0%N/A0.002%
4/27/2026 Counterpoint Mutual Funds LLC1,760$568K0.1%N/A0.005%
4/27/2026 New York State Teachers Retirement System40,172$12.96M0.0%-29.6%0.106%
4/27/2026 Sierra Summit Advisors LLC2,771$894K0.1%N/A0.007%
4/27/2026 Elevation Point Wealth Partners LLC6,370$2.06M0.0%+29.7%0.017%
4/25/2026 Strs Ohio26,200$8.46M0.0%-15.2%0.069%
4/25/2026 Keybank National Association OH3,042$982K0.0%-1.1%0.008%
4/24/2026 Root Financial Partners LLC108$35K0.0%+33.3%0.000%
4/24/2026 Peregrine Capital Management LLC61,641$19.89M0.7%-20.3%0.163%
4/23/2026 Inspire Investing LLC1,643$530K0.0%-26.3%0.004%
4/22/2026 Ifrah Financial Services Inc.1,885$608K0.2%-6.6%0.005%
4/22/2026 Patriot Financial Group Insurance Agency LLC1,092$352K0.0%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC2,164$698K0.0%-28.5%0.006%
4/22/2026 Fort Washington Investment Advisors Inc. OH89,732$28.96M0.2%+5.4%0.237%
4/22/2026 Pictet Asset Management Holding SA6,263$2.02M0.0%+5.1%0.017%
4/21/2026 GHP Investment Advisors Inc.125$40K0.0%N/A0.000%
4/21/2026 Louisiana State Employees Retirement System10,900$3.52M0.1%N/A0.029%
4/21/2026 Triangle Securities Wealth Management851$275K0.1%-21.9%0.002%
4/21/2026 Silver Oak Securities Incorporated1,250$403K0.0%N/A0.003%
4/20/2026 Kestra Private Wealth Services LLC4,239$1.37M0.0%N/A0.011%
4/20/2026 Ritholtz Wealth Management2,203$711K0.0%+97.2%0.006%
4/20/2026 Blue Trust Inc.3,402$1.10M0.0%+5.0%0.009%
4/20/2026 Fifth Third Wealth Advisors LLC1,191$384K0.0%+4.5%0.003%
4/20/2026 OP Asset Management Ltd261$84K0.0%N/A0.001%
4/20/2026 Assenagon Asset Management S.A.10,659$3.44M0.0%-27.3%0.028%
4/17/2026 Campbell Newman Asset Management Inc.9,573$3.09M0.3%+2.6%0.025%
4/16/2026 SG Americas Securities LLC12,085$3.90M0.0%+76.8%0.032%
4/16/2026 Sheets Smith Wealth Management5,453$1.76M0.2%-16.7%0.014%
3/20/2026 Hsbc Holdings PLC10,562$2.21M0.0%-7.6%0.028%
3/17/2026Rockefeller Capital Management L.P.1,334$279K0.0%+47.7%0.004%
3/6/2026 Hsbc Holdings PLC10,562$2.21M0.0%-7.6%0.028%
3/4/2026Rehmann Capital Advisory Group1,160$243K0.0%N/A0.003%
2/25/2026MidFirst Bank2,016$422K0.0%N/A0.005%
2/24/2026 Amanah Holdings Trust85,000$17.80M2.6%N/A0.225%
2/23/2026Virtu Financial LLC5,131$1.07M0.0%N/A0.014%
2/20/2026Dean Capital Management18,804$3.94M1.7%-33.4%0.050%
2/19/2026T. Rowe Price Investment Management Inc.280,219$58.67M0.0%+18.9%0.742%
2/18/2026Mercer Global Advisors Inc. ADV2,694$564K0.0%+22.7%0.007%
2/18/2026Vident Advisory LLC3,819$800K0.0%-27.5%0.010%
2/18/2026First Citizens Bank & Trust Co.4,852$1.02M0.0%+3.7%0.013%
2/18/2026State of Tennessee Department of Treasury15,097$3.16M0.0%-8.0%0.040%
2/18/2026Fuller & Thaler Asset Management Inc.427,674$89.54M0.3%+1,734.1%1.133%
2/18/2026NewEdge Advisors LLC1,257$263K0.0%+224.8%0.003%
2/18/2026Empowered Funds LLC1,193$250K0.0%-2.7%0.003%
2/18/2026Zacks Investment Management17,779$3.72M0.0%+66.0%0.047%
2/18/2026Tudor Investment Corp ET AL7,248$1.52M0.0%-52.8%0.019%
2/18/2026Silvercrest Asset Management Group LLC382,562$80.10M0.5%-17.1%1.014%
2/18/2026Sora Investors LLC175,528$36.75M3.2%+473.0%0.465%
2/18/2026Occudo Quantitative Strategies LP2,662$557K0.0%-21.0%0.007%
2/18/2026Man Group plc19,510$4.09M0.0%-98.9%0.052%
2/18/2026 Inspire Investing LLC2,230$467K0.0%-18.1%0.006%
2/18/2026Janus Henderson Group PLC17,122$3.58M0.0%+7.5%0.045%
2/18/2026Gotham Asset Management LLC10,378$2.17M0.0%-7.7%0.027%
2/18/2026Engineers Gate Manager LP3,066$642K0.0%+4.3%0.008%
2/18/2026Aristotle Capital Boston LLC187,854$39.33M2.2%-19.5%0.498%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.3,609$759K0.0%-28.4%0.010%
2/18/2026Bamco Inc. NY299,141$62.63M0.2%-23.7%0.793%
2/18/2026Boothbay Fund Management LLC19,891$4.17M0.1%+49.1%0.053%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 438 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 373 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 Wellington Management Group LLP ($294.89K).

Institutional investors have bought a total of 7,428,433 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 189 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 42,823,942 shares in the last 24 months. This volume of shares sold represents approximately $7.66B in transactions.


Related Companies

This page (NASDAQ:AEIS) was last updated on 5/12/2026 by MarketBeat.com Staff.
From Our Partners
NNVC FDA = New Momentum Wave!
NanoViricides (NYSE: NNVC) just received FDA Orphan Drug Designation for NV-387, its antiviral candidate targe...
Equiscreen | Sponsoredtc pixel
BSEM: From OTC to Nasdaq Contender!
BioStem Technologies (OTC: BSEM) has posted seven consecutive profitable quarters and just released audited fi...
Huge Alerts | Sponsoredtc pixel
If You Have $50k+ on Coinbase, This Will Ruin Your Day
In 2009, Greece's debt-to-GDP ratio hit 130%. Within 24 months... Pensions were slashed 40% overnight. Bank ac...
Decentralized Masters | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Rise of the… petroyuan?
On February 28th, Iran installed a yuan-denominated toll at the Strait of Hormuz - the chokepoint for one in e...
Golden Portfolio | Sponsoredtc pixel
Nevada gold explorer near Kinross district draws attention
Gold has surged past $5,300 per ounce, with Goldman Sachs and JPMorgan forecasting $6,000+ by end of 2026. Cen...
Wall Street Logic | Sponsoredtc pixel
Read this or regret it forever
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel