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Advanced Energy Industries (AEIS) Institutional Ownership

Advanced Energy Industries logo
$273.74 -11.78 (-4.13%)
Closing price 04:00 PM Eastern
Extended Trading
$275.68 +1.94 (+0.71%)
As of 07:37 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)
339
Total
Institutional Inflows
(last 12 months)
$10.21B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$24.49B
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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
9/9/2026 Sequoia Financial Advisors LLC2,168$808K0.0%-3.9%0.005%
9/9/2026 Tidal Investments LLC132,991$49.59M0.1%+150.6%0.332%
9/9/2026 WINTON GROUP Ltd1,280$477K0.0%N/A0.003%
9/9/2026 Engineers Gate Manager LP29,618$11.04M0.1%+512.6%0.074%
9/9/2026 NorthRock Partners LLC8,506$3.17M0.0%+32.5%0.021%
9/9/2026 Integrated Wealth Concepts LLC521$194K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC1,873$698K0.0%-83.3%0.005%
9/9/2026 Baird Financial Group Inc.1,852$691K0.0%-26.3%0.005%
9/8/2026 Allworth Financial LP1,756$655K0.0%+11.8%0.004%
9/8/2026 Arizona State Retirement System10,493$3.91M0.0%+1.2%0.026%
9/8/2026 Waverly Advisors LLC824$307K0.0%N/A0.002%
9/8/2026 Nykredit A S1,218$454K0.0%N/A0.003%
9/2/2026 Allianz Asset Management GmbH7,220$2.69M0.0%N/A0.018%
8/27/2026 Corient Private Wealth LP12,906$4.81M0.0%+46.2%0.032%
8/26/2026 Amundi5,870$2.19M0.0%-10.9%0.015%
8/26/2026 HighTower Advisors LLC14,361$5.36M0.0%-11.0%0.036%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al15,462$5.77M0.0%N/A0.039%
8/24/2026 California State Teachers Retirement System16,442,821$6.13B0.0%+37,009.4%41.056%
8/23/2026 Kintra Wealth LLC1,092$407K0.0%+3.9%0.003%
8/23/2026 Troluce Capital Advisors LLC65,000$24.24M2.5%N/A0.162%
8/23/2026 HB Wealth Management LLC1,558$581K0.0%+67.0%0.004%
8/22/2026 AlphaGrep UK Ltd812$303K0.1%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.39,420$14.05M0.0%+21.7%0.098%
8/22/2026 Concurrent Investment Advisors LLC587$219K0.0%N/A0.001%
8/21/2026 Nykredit A S1,218$454K0.0%N/A0.003%
8/20/2026 Teza Capital Management LLC1,107$413K0.8%N/A0.003%
8/20/2026 Rehmann 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%
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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 Company445,629$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%
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%
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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%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 493 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were California State Teachers Retirement System ($6.13B), 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), 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 430 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: California State Teachers Retirement System ($16.41M), 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), and The Manufacturers Life Insurance Company ($584.53K).

Institutional investors have bought a total of 30,033,472 shares in the last 24 months. This purchase volume represents approximately $10.21B in transactions.

Of the 178 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 87,348,848 shares in the last 24 months. This volume of shares sold represents approximately $24.49B 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 9/9/2026. New 13F filings are added each quarter as they're published.
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