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Advanced Energy Industries (AEIS) Institutional Ownership

Advanced Energy Industries logo
$289.52 +15.26 (+5.56%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$288.76 -0.76 (-0.26%)
As of 07/31/2026 07:58 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)
304
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$7.81B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
6/24/2026Basecamp Wealth Advisors LLC222$72K0.0%+16.2%0.001%
6/23/2026Ballast Advisors LLC475$153K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.6,007$1.94M0.0%N/A0.016%
6/2/2026Optiver Holding B.V.126$41K0.0%+1,160.0%0.000%
6/1/2026Integrated Investment Consultants LLC2,127$686K0.1%-22.4%0.006%
5/26/2026Glenmede Trust Co. NA3,148$1.02M0.0%-29.6%0.008%
5/22/2026Segall Bryant & Hamill LLC77,539$25.02M0.3%-51.2%0.204%
5/19/2026Western Wealth Management LLC163$53K0.0%N/A0.000%
5/19/2026Cim Investment Management Inc.2,391$772K0.2%-16.7%0.006%
5/19/2026Arkadios Wealth Advisors642$207K0.0%N/A0.002%
5/18/2026Amundi6,589$2.13M0.0%-41.7%0.017%
5/18/2026California State Teachers Retirement System44,309$14.30M0.0%+24.0%0.117%
5/18/2026Royal Bank of Canada37,462$12.09M0.0%-5.1%0.099%
5/16/2026The Manufacturers Life Insurance Company227,890$73.54M0.1%-25.3%0.599%
5/16/2026Quantinno Capital Management LP14,789$4.77M0.0%+32.6%0.039%
5/16/2026Polar Asset Management Partners Inc.10,014$3.23M0.1%N/A0.026%
5/16/2026SummitTX Capital L.P.12,484$4.03M0.1%N/A0.033%
5/16/2026Castleark Management LLC46,623$15.05M0.5%-5.1%0.123%
5/15/2026Ardmore Road Asset Management LP44,000$14.20M0.9%N/A0.116%
5/15/2026Dean Capital Management7,839$2.53M1.0%-58.3%0.021%
5/14/2026Renaissance Technologies LLC2,322$749K0.0%N/A0.006%
5/14/2026Hilltop Holdings Inc.843$272K0.0%N/A0.002%
5/14/2026Compound Planning Inc.816$263K0.0%N/A0.002%
5/14/2026Keebeck Wealth Management1,076$347K0.0%N/A0.003%
5/14/2026Arrowstreet Capital Limited Partnership335,591$108.30M0.1%+17.0%0.882%
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5/14/2026Oak Associates Ltd. OH8,091$2.61M0.2%-67.7%0.021%
5/14/2026Inceptionr LLC2,922$943K0.2%-2.9%0.008%
5/14/2026Gibbs Wealth Management1,536$496K0.1%N/A0.004%
5/14/2026Lido Advisors LLC679$219K0.0%N/A0.002%
5/14/2026State of Wyoming684$221K0.0%+158.1%0.002%
5/13/2026Cetera Investment Advisers20,507$6.62M0.0%-9.1%0.054%
5/13/2026Measured Wealth Private Client Group LLC116$37K0.0%-50.2%0.000%
5/13/2026Southernsun Asset Management LLC47,108$15.20M2.2%-61.8%0.124%
5/13/2026First Trust Advisors LP144,751$46.71M0.0%-13.9%0.381%
5/12/2026Telligent Fund LP3,300$1.07M1.1%N/A0.009%
5/12/2026 ABN Amro Investment Solutions1,581$510K0.0%N/A0.004%
5/8/2026PNC Financial Services Group Inc.5,445$1.76M0.0%-21.4%0.014%
5/7/2026Hollencrest Capital Management1,139$368K0.0%-79.4%0.003%
5/7/2026WCM Investment Management LLC98,692$29.44M0.1%-2.7%0.260%
5/7/2026Dimensional Fund Advisors LP652,107$210.39M0.0%-3.9%1.715%
5/7/2026Parallel Advisors LLC582$188K0.0%+33.5%0.002%
5/7/2026Swiss National Bank74,600$24.07M0.0%+0.4%0.196%
5/7/2026ANB Bank1,350$436K0.2%-3.5%0.004%
5/6/2026Jennison Associates LLC5,191$1.68M0.0%-34.7%0.014%
5/6/2026California Public Employees Retirement System72,359$23.35M0.0%+10.0%0.190%
5/6/2026Gryphon 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%
5/6/2026Bessemer Group Inc.74,154$23.93M0.0%+82.6%0.196%
5/6/2026Allspring 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%
5/5/2026Hillsdale 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%
5/4/2026Principal Financial Group Inc.504,435$162.79M0.1%-13.0%1.333%
5/4/2026Y.D. More Investments Ltd1,303$420K0.0%N/A0.003%
5/4/2026Teachers 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%
5/1/2026Fifth 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%
4/30/2026Hsbc Holdings PLC22,668$7.20M0.0%+114.6%0.060%
4/30/2026Roman 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%
4/30/2026Personal 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%
4/29/2026Cvfg 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%
4/28/2026Howe & Rusling Inc.707$228K0.0%-57.8%0.002%
4/28/2026Praxis Investment Management Inc.2,355$760K0.0%-15.3%0.006%
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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%
4/27/2026Elevation 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%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 452 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 384 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 7,256,447 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 184 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 43,094,786 shares in the last 24 months. This volume of shares sold represents approximately $7.81B in transactions.


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This page (NASDAQ:AEIS) was last updated on 8/1/2026 by MarketBeat.com Staff.
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