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Advanced Energy Industries (AEIS) Institutional Ownership

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$219.68 -9.10 (-3.98%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$219.50 -0.18 (-0.08%)
As of 11/13/2026 07:36 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 Massive. 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)
337
Total
Institutional Inflows
(last 12 months)
$3.89B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$20.00B
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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
11/14/2026Marshall Wace LLP3,985$1.12M0.0%-98.1%0.010%
11/13/2026Steward Partners Investment Advisory LLC5,351$1.51M0.0%+258.4%0.013%
11/13/2026State Board of Administration of Florida Retirement System29,533$8.32M0.0%-5.9%0.073%
11/13/2026Xcelsior Advisor Partners LLC1,142$322K0.0%N/A0.003%
11/13/2026 Gabelli Funds LLC6,000$1.69M0.0%-14.3%0.015%
11/12/2026 First Trust Advisors LP283,399$79.87M0.0%+20.4%0.700%
11/12/2026 State Street Corp1,347,160$379.66M0.0%-47.1%3.328%
11/11/2026 Advisors Asset Management Inc.2,019$569K0.0%N/A0.005%
11/11/2026 GW&K Investment Management LLC607,375$171.17M1.5%+5.1%1.500%
11/11/2026 Private Wealth Asset Management LLC1,363$384K0.0%N/A0.003%
11/11/2026 Private Advisor Group LLC925$261K0.0%N/A0.002%
11/11/2026 Ieq Capital LLC6,260$1.76M0.0%N/A0.015%
11/10/2026 Voya Investment Management LLC7,001$1.97M0.0%-99.4%0.017%
11/10/2026 Bogart Wealth LLC126$36K0.0%+88.1%0.000%
11/10/2026 Public Sector Pension Investment Board11,300$3.06M0.0%-81.8%0.028%
11/10/2026 Global Retirement Partners LLC413$116K0.0%+119.7%0.001%
11/10/2026 Rothschild Investment LLC3,497$986K0.0%+327.0%0.009%
11/10/2026 First Eagle Investment Management LLC91,760$25.86M0.0%-49.9%0.227%
11/10/2026 Cibc World Market Inc.16,010$4.51M0.0%N/A0.040%
11/10/2026 Teachers Retirement System of The State of Kentucky11,650$3.28M0.0%-15.0%0.029%
11/10/2026 HighTower Advisors LLC13,652$3.85M0.0%-4.9%0.034%
11/9/2026 Intech Investment Management LLC12,731$3.59M0.0%+825.9%0.031%
11/9/2026 Alberta Investment Management Corp38,400$10.82M0.1%-24.3%0.095%
11/9/2026 Hantz Financial Services Inc.14,532$4.10M0.1%-11.5%0.036%
11/9/2026 Royce & Associates LP28,371$8.00M0.1%-0.7%0.070%
11/6/2026 Allworth Financial LP2,015$568K0.0%+14.7%0.005%
11/6/2026 Fisher Asset Management LLC253,002$71.30M0.0%-16.9%0.625%
11/6/2026 Russell Investments Group Ltd.35,304$9.96M0.0%-8.5%0.087%
11/6/2026 Eurizon Capital SGR S.p.A.185$52K0.0%+150.0%0.000%
11/6/2026 R Squared Ltd767$216K0.1%-13.1%0.002%
11/6/2026 Fifth Third Bancorp10,563$2.98M0.0%-1.2%0.026%
11/5/2026 Maryland State Retirement & Pension System2,264$638K0.0%+13.1%0.006%
11/5/2026 Lisanti Capital Growth LLC2,005$565K0.2%N/A0.005%
11/5/2026Jefferies Financial Group Inc.1,900$535K0.0%-80.1%0.005%
11/5/2026 Woodley Farra Manion Portfolio Management Inc.1,420$400K0.0%N/A0.004%
11/5/2026 Lido Advisors LLC2,594$731K0.0%+156.8%0.006%
11/4/2026 New York Life Investment Management LLC5,761$1.62M0.0%+14.8%0.014%
11/4/2026 Gen Wealth Partners Inc341$96K0.0%+19.2%0.001%
11/4/2026 AlphaCore Capital LLC943$266K0.0%N/A0.002%
11/4/2026 Retirement Systems of Alabama69,874$19.69M0.1%+2.9%0.174%
You missed yesterday's deadline… (Ad)

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11/4/2026 Allspring Global Investments Holdings LLC133,161$39.16M0.1%+406.2%0.332%
11/4/2026 Brighton Jones LLC799$225K0.0%N/A0.002%
11/3/2026 Ethic Inc.3,359$947K0.0%-16.3%0.008%
11/3/2026 Kornitzer Capital Management Inc. KS5,500$1.55M0.0%+37.5%0.014%
11/3/2026 Pictet Asset Management Holding SA6,352$1.79M0.0%+1.3%0.016%
11/3/2026 Alps Advisors Inc.2,280$643K0.0%N/A0.006%
11/3/2026 CenterBook Partners LP44,006$12.40M0.6%+32.3%0.110%
11/3/2026 Heritage Family Offices LLP692$195K0.1%-28.7%0.002%
11/2/2026 Kestra Advisory Services LLC2,984$841K0.0%+2.4%0.007%
11/2/2026 Commonwealth Equity Services LLC4,132$1.17M0.0%-77.5%0.010%
10/31/2026 Chicago Partners Investment Group LLC2,235$484K0.0%+48.5%0.006%
10/31/2026 Richardson Financial Services Inc.138$39K0.0%+13,700.0%0.000%
10/30/2026 Provenance Wealth Advisors LLC1,860$524K0.0%N/A0.005%
10/30/2026 Oregon Public Employees Retirement Fund8,298$2.34M0.0%+5.3%0.021%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich2,669$752K0.0%-15.7%0.007%
10/29/2026 Mirae Asset Global Investments Co. Ltd.861$243K0.0%N/A0.002%
10/29/2026 Vise Technologies Inc.1,145$323K0.0%N/A0.003%
10/29/2026 MGO One Seven LLC833$235K0.0%+14.6%0.002%
10/29/2026 Americana Partners LLC848$239K0.0%N/A0.002%
10/29/2026 State of Wyoming286$81K0.0%-16.9%0.001%
10/28/2026 Choreo LLC5,193$1.46M0.0%+41.5%0.013%
10/28/2026 D.A. Davidson & CO.1,507$425K0.0%-13.0%0.004%
10/28/2026 North Dakota State Investment Board1,156$326K0.0%+4.1%0.003%
10/27/2026 Asset Management One Co. Ltd.2,102$592K0.0%-25.9%0.005%
10/26/2026 Park Avenue Securities LLC4,910$1.38M0.0%-6.8%0.012%
10/26/2026 Peterson Wealth Services7,676$2.16M0.5%+10.7%0.019%
10/24/2026 Sigma Planning Corp1,670$471K0.0%N/A0.004%
10/23/2026 Robeco Schweiz AG41,000$11.56M0.2%N/A0.102%
10/23/2026 Citizens Financial Group Inc. RI1,983$559K0.0%+33.9%0.005%
10/23/2026 Sowell Financial Services LLC1,377$388K0.0%+5.0%0.003%
10/23/2026 Gibbs Wealth Management899$253K0.0%+28.4%0.002%
10/23/2026 Sterling Capital Management LLC139$39K0.0%-53.0%0.000%
10/23/2026 Inspire Investing LLC3,478$980K0.0%+91.2%0.009%
10/22/2026 Yousif Capital Management LLC10,435$2.94M0.0%-0.5%0.026%
10/22/2026 MBL Wealth LLC927$261K0.0%N/A0.002%
10/22/2026 Compass Wealth Management LLC34,941$9.85M1.9%-2.2%0.087%
10/22/2026 Root Financial Partners LLC309$87K0.0%N/A0.001%
10/22/2026 SBI Securities Co. Ltd.246$69K0.0%+21.2%0.001%
10/22/2026 Reyes Financial Architecture Inc.277$78K0.0%N/A0.001%
10/21/2026 Crossmark Global Holdings Inc.2,801$789K0.0%+28.7%0.007%
10/21/2026 Sowell Financial Services LLC1,377$388K0.0%+5.0%0.003%
10/21/2026 Quadrant Capital Group LLC1,657$457K0.0%-34.9%0.004%
10/21/2026 Pinnacle Associates Ltd.79,692$22.46M0.2%+7.8%0.199%
10/21/2026 Nisa Investment Advisors LLC4,234$1.19M0.0%-7.1%0.011%
10/19/2026 Abel Hall LLC2,070$583K0.1%-7.5%0.005%
10/17/2026 Frank Rimerman Advisors LLC1,868$526K0.0%-3.8%0.005%
10/17/2026 Counterpoint Mutual Funds LLC874$246K0.0%-67.6%0.002%
10/16/2026 Vontobel Holding Ltd.3,434$968K0.0%+18.0%0.009%
10/16/2026 TD Waterhouse Canada Inc.1,332$392K0.0%-96.6%0.003%
10/15/2026 Assenagon Asset Management S.A.60,719$17.11M0.0%+455.3%0.152%
You missed yesterday's deadline… (Ad)

In June 2025, a drilling crew near the Grand Canyon uncovered an energy source producing nearly eight times the output of Saudi Arabia's largest oil well, enough potential energy to power civilization for two million years. While the One Big Beautiful Bill Act stripped tax credits from solar, wind, and EVs on July 4th, this discovery was reclassified alongside oil and nuclear and secured eight years of credits. Google signed a 15-year contract, and Bill Gates committed 100 million dollars.tc pixel

See which company controls this entire energy discovery now.
10/15/2026 State of Alaska Department of Revenue4,296$1.21M0.0%-26.6%0.011%
10/15/2026 Fort Washington Investment Advisors Inc. OH133,685$37.68M0.2%+90.8%0.334%
10/15/2026 Fortitude Family Office LLC112$32K0.0%+286.2%0.000%
10/14/2026 Krilogy Financial LLC2,132$599K0.0%+134.8%0.005%
10/13/2026 NorthCrest Asset Manangement LLC8,820$2.51M0.1%+5.5%0.022%
10/10/2026 Reinhart Partners LLC.22,278$6.28M0.2%+142.0%0.056%
10/9/2026 Legacy Wealth Asset Management LLC3,727$1.05M0.2%+79.0%0.009%
10/9/2026 GAMMA Investing LLC2,978$839K0.0%+7.5%0.007%
10/8/2026 Green Alpha Advisors LLC10,468$2.95M2.0%+4.0%0.026%
10/8/2026 Farther Finance Advisors LLC633$178K0.0%+26.6%0.002%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 525 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), State Street Corp ($379.66M), Earnest Partners LLC ($294.87M), Dimensional Fund Advisors LP ($210.39M), and Geode Capital Management LLC ($200.39M).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 460 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 12,148,629 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

Of the 169 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 ($44.96M), Lazard Asset Management LLC ($4.65M), Man Group plc ($1.75M), Voya Investment Management LLC ($1.25M), State Street Corp ($1.20M), Zurcher Kantonalbank Zurich Cantonalbank ($999.66K), and Deutsche Bank AG ($986.95K).

Institutional investors have sold a total of 59,048,078 shares in the last 24 months. This volume of shares sold represents approximately $20.00B in transactions.


Related Companies

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 11/14/2026. New 13F filings are added each quarter as they're published.
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