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Advanced Energy Industries (AEIS) Institutional Ownership

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$281.82 -1.48 (-0.52%)
Closing price 04:00 PM Eastern
Extended Trading
$283.56 +1.74 (+0.62%)
As of 07:59 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)
341
Total
Institutional Inflows
(last 12 months)
$4.09B
Number of
Institutional Sellers
(last 12 months)
177
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
9/29/2026Cim Investment Management Inc.2,569$958K0.2%+7.4%0.006%
9/23/2026QRG Capital Management Inc.6,172$2.30M0.0%-5.3%0.015%
9/23/2026Envestnet Portfolio Solutions Inc.1,362$508K0.0%-13.9%0.003%
9/15/2026SkyView Investment Advisors LLC1,000$373K0.3%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC2,168$808K0.0%-3.9%0.005%
9/9/2026Tidal Investments LLC132,991$49.59M0.1%+150.6%0.332%
9/9/2026WINTON GROUP Ltd1,280$477K0.0%N/A0.003%
9/9/2026Engineers Gate Manager LP29,618$11.04M0.1%+512.6%0.074%
9/9/2026NorthRock Partners LLC8,506$3.17M0.0%+32.5%0.021%
9/9/2026Integrated Wealth Concepts LLC521$194K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC1,873$698K0.0%-83.3%0.005%
9/9/2026Baird Financial Group Inc.1,852$691K0.0%-26.3%0.005%
9/8/2026Allworth Financial LP1,756$655K0.0%+11.8%0.004%
9/8/2026Arizona State Retirement System10,493$3.91M0.0%+1.2%0.026%
9/8/2026Waverly Advisors LLC824$307K0.0%N/A0.002%
9/8/2026Nykredit A S1,218$454K0.0%N/A0.003%
9/2/2026Allianz Asset Management GmbH7,220$2.69M0.0%N/A0.018%
8/27/2026Corient Private Wealth LP12,906$4.81M0.0%+46.2%0.032%
8/26/2026Amundi5,870$2.19M0.0%-10.9%0.015%
8/26/2026HighTower Advisors LLC14,361$5.36M0.0%-11.0%0.036%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al15,462$5.77M0.0%N/A0.039%
8/23/2026Kintra Wealth LLC1,092$407K0.0%+3.9%0.003%
8/23/2026Troluce Capital Advisors LLC65,000$24.24M2.5%N/A0.162%
8/23/2026HB Wealth Management LLC1,558$581K0.0%+67.0%0.004%
8/22/2026AlphaGrep UK Ltd812$303K0.1%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.39,420$14.05M0.0%+21.7%0.098%
8/22/2026Concurrent Investment Advisors LLC587$219K0.0%N/A0.001%
8/21/2026Nykredit A S1,218$454K0.0%N/A0.003%
8/20/2026Teza Capital Management LLC1,107$413K0.8%N/A0.003%
8/20/2026Rehmann Capital Advisory Group1,008$374K0.0%-10.8%0.003%
8/20/2026BTG Pactual Asset Management US LLC676$252K0.0%N/A0.002%
8/20/2026Headlands Technologies LLC2,516$938K0.1%N/A0.006%
8/20/2026Susquehanna Fundamental Investments LLC9,687$3.61M0.1%+487.1%0.024%
8/20/2026Moore Capital Management LP11,000$4.10M0.1%N/A0.027%
8/20/2026Two Sigma Securities LLC1,298$484K0.0%N/A0.003%
8/20/2026Flputnam Investment Management Co.17,209$6.42M0.1%+259.9%0.043%
8/20/2026Cookson Peirce & Co. Inc.6,459$2.41M0.1%-54.1%0.016%
8/20/2026Northwestern Mutual Wealth Management Co.2,276$849K0.0%+53.0%0.006%
8/20/2026Meiji Yasuda Life Insurance Co7,032$2.62M0.1%+23.4%0.018%
8/20/2026Sheets Smith Wealth Management5,203$1.94M0.2%-4.6%0.013%
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8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC113,729$42.41M0.0%+15.2%0.284%
8/19/2026Navellier & Associates Inc.20,269$7.56M0.6%+20.8%0.051%
8/19/2026Hsbc Holdings PLC51,656$19.03M0.0%+127.9%0.129%
8/19/2026Archer Investment Corp250$93K0.0%N/A0.001%
8/19/2026Kingsview Wealth Management LLC1,029$384K0.0%N/A0.003%
8/18/2026Papamarkou Wellner Asset Management inc.760$288K0.1%N/A0.002%
8/18/2026Jefferies Financial Group Inc.9,550$3.56M0.0%N/A0.024%
8/18/2026Public Employees Retirement System of Ohio11,929$4.45M0.0%N/A0.030%
8/17/2026Corient Private Wealth LP12,987$4.79M0.0%N/A0.032%
8/17/2026Bamco Inc. NY139,367$51.97M0.1%N/A0.348%
8/17/2026Bank of America Corp DE1,025,403$382.34M0.0%N/A2.560%
8/15/2026Freestone Grove Partners LP87,213$32.52M0.2%N/A0.218%
8/15/2026Man Group plc32,931$12.28M0.0%N/A0.082%
8/15/2026Jupiter Topco LLC17,122$6.39M0.0%N/A0.043%
8/14/2026Hsbc Holdings PLC51,656$19.03M0.0%N/A0.129%
8/14/2026PDT Partners LLC62,188$23.19M1.2%N/A0.155%
8/14/2026Canada Pension Plan Investment Board57,840$21.57M0.0%N/A0.144%
8/14/2026Castleark Management LLC16,193$6.04M0.2%N/A0.040%
8/14/2026Nicholas Investment Partners LP45,677$17.03M1.0%N/A0.114%
8/14/2026Legal & General Group Plc52,986$19.73M0.0%N/A0.132%
8/14/2026The Manufacturers Life Insurance Company445,629$166.16M0.1%N/A1.113%
8/14/2026Visionary Wealth Advisors11,507$4.29M0.2%N/A0.029%
8/14/2026Algert Global LLC31,460$11.73M0.1%+163.3%0.079%
8/13/2026Maxi Investments CY Ltd1,566$584K0.1%N/A0.004%
8/13/2026OMERS ADMINISTRATION Corp31,000$11.56M0.1%N/A0.077%
8/13/2026Polymer Capital Management HK LTD14,119$5.27M0.3%N/A0.035%
8/13/2026E20 Capital Ltd50,051$18.66M1.5%N/A0.125%
8/13/2026Connor Clark & Lunn Investment Management Ltd.97,958$36.53M0.1%N/A0.245%
8/13/2026Meiji Yasuda Asset Management Co Ltd.18,699$6.97M0.3%N/A0.047%
8/13/2026Globeflex Capital L P1,185$442K0.1%N/A0.003%
8/12/2026Elevation Point Wealth Partners LLC6,094$2.27M0.0%N/A0.015%
8/12/2026Commerce Bank3,433$1.28M0.0%N/A0.009%
8/12/2026Northwestern Mutual Wealth Management Co.2,276$849K0.0%N/A0.006%
8/12/2026Quantbot Technologies LP6,663$2.48M0.1%N/A0.017%
8/12/2026Farringdon Capital Ltd.573$214K0.1%N/A0.001%
8/12/2026Fourier Capital Management Ltd25,377$9.46M14.8%N/A0.063%
8/12/2026Harber Asset Management LLC2,500$932K0.6%N/A0.006%
8/12/2026Callan Family Office LLC2,445$912K0.0%N/A0.006%
8/12/2026Keebeck Wealth Management1,147$428K0.0%N/A0.003%
8/11/2026Green Alpha Advisors LLC10,070$3.76M2.5%N/A0.025%
8/11/2026Allworth Financial LP1,756$655K0.0%N/A0.004%
8/11/2026B. Metzler seel. Sohn & Co. AG12,451$4.64M0.0%N/A0.031%
8/11/2026Silvant Capital Management LLC135$50K0.0%N/A0.000%
8/11/2026Ceredex Value Advisors LLC98,850$36.86M1.0%N/A0.247%
8/11/2026Advisors Capital Management LLC618$231K0.0%N/A0.002%
8/11/2026PCM Encore LLC817$305K0.1%N/A0.002%
8/10/2026NewEdge Wealth LLC772$288K0.0%N/A0.002%
8/10/2026Compass Wealth Management LLC35,738$13.33M2.5%N/A0.089%
8/10/2026Robotti Robert2,725$1.02M0.2%N/A0.007%
8/10/2026Diversify Advisory Services LLC840$245K0.0%N/A0.002%
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8/8/2026First National Bank of Omaha1,957$730K0.0%N/A0.005%
8/8/2026Meeder Asset Management Inc.113$42K0.0%N/A0.000%
8/7/2026Citizens Financial Group Inc. RI1,481$552K0.0%N/A0.004%
8/7/2026BlackRock Inc.4,626,399$1.73B0.0%N/A11.552%
8/7/2026Pallas Capital Advisors LLC704$262K0.0%N/A0.002%
8/7/2026Deutsche Bank AG56,379$21.02M0.0%N/A0.141%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.72$27K0.0%N/A0.000%
8/7/2026Persistent Asset Partners Ltd5,747$2.14M0.6%N/A0.014%
8/7/2026OneDigital Investment Advisors LLC1,392$519K0.0%N/A0.003%
8/7/2026Simplicity Wealth LLC589$220K0.0%N/A0.001%


AEIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 494 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 431 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 13,636,138 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

Of the 177 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 87,348,657 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 9/29/2026. New 13F filings are added each quarter as they're published.
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