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Advanced Energy Industries (AEIS) Institutional Ownership

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$85.57 -3.60 (-4.04%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
99.67%
Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$494.70M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$959.92M
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AEIS Institutional Buying and Selling by Quarter

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Advanced Energy Industries Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Fort Washington Investment Advisors Inc. OH126,745$12.08M0.1%-9.2%0.335%
4/15/2025Fifth Third Bancorp559$53K0.0%+71.5%0.001%
4/15/2025 GAMMA Investing LLC2,032$194K0.0%+65.1%0.005%
4/14/2025 Yousif Capital Management LLC13,993$1.33M0.0%-1.9%0.037%
4/14/2025 Harbor Capital Advisors Inc.8,338$795K0.0%N/A0.022%
4/14/2025 Park Avenue Securities LLC4,083$389K0.0%+6.0%0.011%
4/10/2025 Heritage Family Offices LLP2,189$209K0.1%+8.4%0.006%
4/9/2025 Green Alpha Advisors LLC11,402$1.09M1.2%+24.8%0.030%
4/8/2025 Rhumbline Advisers109,458$10.43M0.0%+1.0%0.289%
4/7/2025 GAMMA Investing LLC193,670$18.46M0.0%+15,632.7%0.511%
4/3/2025 Versant Capital Management Inc1,049$100K0.0%+385.6%0.003%
3/18/2025California State Teachers Retirement System35,215$4.07M0.0%-0.6%0.093%
3/17/2025Wealth Enhancement Advisory Services LLC3,241$375K0.0%+29.8%0.009%
2/19/2025Public Employees Retirement System of Ohio405$47K0.0%N/A0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,649$12.33M0.0%-81.9%0.283%
2/17/2025Visionary Wealth Advisors11,468$1.33M0.1%N/A0.030%
2/17/2025Squarepoint Ops LLC26,631$3.08M0.0%+426.0%0.071%
2/17/2025State of Wyoming1,699$196K0.0%+23.2%0.005%
2/17/2025Tema Etfs LLC3,528$408K0.2%N/A0.009%
2/17/2025Summit Partners Public Asset Management LLC618,301$71.49M1.4%N/A1.641%
2/17/2025Silvercrest Asset Management Group LLC505,001$58.39M0.4%N/A1.341%
2/17/2025Sora Investors LLC132,114$15.28M1.7%+193.6%0.351%
2/17/2025ProShare Advisors LLC11,285$1.31M0.0%+44.4%0.030%
2/17/2025Quantinno Capital Management LP3,255$376K0.0%+8.7%0.009%
2/17/2025Nuveen Asset Management LLC102,012$11.80M0.0%-0.1%0.271%
2/17/2025NorthRock Partners LLC6,893$797K0.0%N/A0.018%
2/17/2025Millennium Management LLC2,801$324K0.0%-22.6%0.007%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,308$2.46M0.0%+4.0%0.057%
2/17/2025Janus Henderson Group PLC16,988$1.97M0.0%+6.9%0.045%
2/17/2025Ellevest Inc.1,755$203K0.0%N/A0.005%
2/17/2025Ethic Inc.3,624$419K0.0%-7.6%0.010%
2/17/2025Fiduciary Trust Co1,888$218K0.0%N/A0.005%
2/17/2025D. E. Shaw & Co. Inc.45,307$5.24M0.0%-43.4%0.120%
2/17/2025Dean Capital Management35,635$4.12M1.8%+77.0%0.095%
2/17/2025Cetera Investment Advisers3,300$382K0.0%-15.3%0.009%
2/17/2025Captrust Financial Advisors11,318$1.31M0.0%+30.7%0.030%
2/17/2025Baird Financial Group Inc.1,888$218K0.0%N/A0.005%
2/17/2025Balyasny Asset Management L.P.50,460$5.84M0.0%-11.4%0.134%
2/17/2025Bamco Inc. NY363,714$42.06M0.1%-29.1%0.966%
2/17/2025Bank of America Corp DE881,753$101.96M0.0%-87.3%2.341%
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2/17/2025Aristotle Capital Boston LLC424,501$49.09M1.8%-9.9%1.127%
2/17/2025Ardsley Advisory Partners LP25,000$2.89M0.5%-16.7%0.066%
2/17/20254D Advisors LLC22,500$2.60M1.8%N/A0.060%
2/14/2025Mercer Global Advisors Inc. ADV2,901$335K0.0%N/A0.008%
2/14/2025Comerica Bank14,641$1.69M0.0%-1.5%0.039%
2/14/2025Schonfeld Strategic Advisors LLC5,389$623K0.0%N/A0.014%
2/14/2025Northern Trust Corp457,759$52.93M0.0%+13.3%1.215%
2/14/2025The Manufacturers Life Insurance Company 774,586$89.57M0.1%+21.8%2.056%
2/14/2025Earnest Partners LLC1,643,327$190.02M0.8%+0.1%4.362%
2/14/2025Susquehanna Fundamental Investments LLC24,084$2.79M0.0%N/A0.064%
2/14/2025Coldstream Capital Management Inc.1,754$203K0.0%N/A0.005%
2/14/2025Snyder Capital Management L P435,751$50.39M1.1%-4.1%1.157%
2/14/2025Lord Abbett & CO. LLC400,481$46.31M0.1%-0.8%1.063%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.6,591$763K0.0%N/A0.017%
2/14/2025Price T Rowe Associates Inc. MD242,057$27.99M0.0%-26.0%0.643%
2/14/2025Dark Forest Capital Management LP2,856$330K0.0%N/A0.008%
2/14/2025Southernsun Asset Management LLC115,668$13.38M1.7%+240.5%0.307%
2/14/2025Hsbc Holdings PLC16,652$1.93M0.0%-1.3%0.044%
2/14/2025Stifel Financial Corp11,036$1.28M0.0%+2.6%0.029%
2/14/2025State of Tennessee Department of Treasury9,222$1.07M0.0%-24.7%0.024%
2/14/2025Kayne Anderson Rudnick Investment Management LLC442$51K0.0%N/A0.001%
2/14/2025MetLife Investment Management LLC22,591$2.61M0.0%+4.7%0.060%
2/14/2025Dimensional Fund Advisors LP877,563$101.47M0.0%-2.7%2.330%
2/14/2025First Trust Advisors LP275,367$31.84M0.0%+5.5%0.731%
2/14/2025Alpha DNA Investment Management LLC4,208$487K0.2%N/A0.011%
2/13/2025CANADA LIFE ASSURANCE Co47,828$5.53M0.0%-1.2%0.127%
2/13/2025Dean Investment Associates LLC52,874$6.11M0.9%+47.6%0.140%
2/13/2025Canada Pension Plan Investment Board4,100$474K0.0%+412.5%0.011%
2/13/2025PEAK6 LLC4,116$476K0.0%N/A0.011%
2/13/2025Keeley Teton Advisors LLC13,296$1.54M0.2%-25.8%0.035%
2/13/2025Summit Investment Advisors Inc.3,916$453K0.4%+3.3%0.010%
2/13/2025Synovus Financial Corp7,351$850K0.0%+10.2%0.020%
2/13/2025CenterBook Partners LP8,512$984K0.1%N/A0.023%
2/13/2025Shelton Capital Management26,384$3.05M0.1%-0.8%0.070%
2/13/2025Legal & General Group Plc105,323$12.18M0.0%-0.8%0.280%
2/13/2025Cerity Partners LLC3,551$398K0.0%-14.4%0.009%
2/13/2025Federated Hermes Inc.38,720$4.48M0.0%+3.0%0.103%
2/13/2025Peapack Gladstone Financial Corp1,823$211K0.0%N/A0.005%
2/13/2025Quadrant Capital Group LLC3,116$360K0.0%+8.5%0.008%
2/13/2025Russell Investments Group Ltd.354$41K0.0%+61.6%0.001%
2/13/2025Envestnet Asset Management Inc.209,785$24.26M0.0%+1.4%0.557%
2/12/2025Massachusetts Financial Services Co. MA434,335$50.22M0.0%-7.2%1.153%
2/12/2025Geode Capital Management LLC878,630$101.62M0.0%-0.7%2.332%
2/12/2025Alliancebernstein L.P.46,403$5.37M0.0%-1.0%0.123%
2/12/2025Meeder Asset Management Inc.350$40K0.0%-23.6%0.001%
2/12/2025O Shaughnessy Asset Management LLC5,421$627K0.0%-9.2%0.014%
2/12/2025California Public Employees Retirement System52,380$6.06M0.0%-7.7%0.139%
2/12/2025Orion Portfolio Solutions LLC5,412$626K0.0%-3.4%0.014%
2/12/2025Pictet Asset Management Holding SA5,597$647K0.0%+12.8%0.015%
2/12/2025New Age Alpha Advisors LLC1,319$153K0.0%N/A0.004%
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2/12/2025Norges Bank596,291$68.95M0.0%N/A1.583%
2/12/2025Homestead Advisers Corp51,862$6.00M0.1%-17.9%0.138%
2/12/2025Loomis Sayles & Co. L P647,060$74.82M8.1%-2.9%1.718%
2/12/2025NEOS Investment Management LLC3,780$437K0.0%N/A0.010%
2/11/2025Segall Bryant & Hamill LLC154,448$17.86M0.2%+12.8%0.410%
2/11/2025Prudential Financial Inc.39,321$4.55M0.0%-7.8%0.104%
2/11/2025Corebridge Financial Inc.19,936$2.31M0.0%-7.2%0.053%
2/11/2025Vanguard Group Inc.4,913,669$568.17M0.0%+1.4%13.044%
2/11/2025LPL Financial LLC26,838$3.10M0.0%+16.3%0.071%
2/11/2025KLP Kapitalforvaltning AS7,400$856K0.0%N/A0.020%
(Data available from 1/1/2016 forward)

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AEIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEIS shares?

During the previous two years, 317 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($650.53M), Vanguard Group Inc. ($568.17M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($190.02M), Bank of America Corp DE ($101.96M), and Geode Capital Management LLC ($101.62M).Learn more on AEIS's institutional investors.

What percentage of Advanced Energy Industries stock is owned by institutional investors?

99.67% of Advanced Energy Industries stock is owned by institutional investors. Learn more on AEIS's institutional investor holdings.

Which institutional investors have been buying Advanced Energy Industries stock?

Of the 248 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: FMR LLC ($1.20M), Norges Bank ($995.81K), Channing Capital Management LLC ($630.75K), Summit Partners Public Asset Management LLC ($618.30K), The Manufacturers Life Insurance Company ($616.05K), Envestnet Asset Management Inc. ($571.39K), and Silvercrest Asset Management Group LLC ($505.00K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 9,540,732 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

Which Advanced Energy Industries major shareholders have been selling company stock?

Of the 167 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: Bank of America Corp DE ($6.04M), Victory Capital Management Inc. ($1.74M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($483.54K), Envestnet Asset Management Inc. ($450.20K), Ameriprise Financial Inc. ($324.01K), Bamco Inc. NY ($185.36K), and Principal Financial Group Inc. ($144.16K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 10,831,846 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.



This page (NASDAQ:AEIS) was last updated on 4/16/2025 by MarketBeat.com Staff
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