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Advanced Energy Industries (AEIS) Institutional Ownership

Advanced Energy Industries logo
$121.16 +1.50 (+1.25%)
As of 01/17/2025 04:00 PM Eastern
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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)
137
Total
Institutional Inflows
(last 12 months)
$368.66M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$153.17M
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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
1/17/2025Inspire Investing LLC3,454$399K0.0%-11.5%0.009%
1/17/2025Nisa Investment Advisors LLC5,008$579K0.0%+1.7%0.013%
1/17/2025Sheets Smith Wealth Management7,127$824K0.1%+3.3%0.019%
1/17/2025Fort Washington Investment Advisors Inc. OH139,556$16.14M0.1%+10.2%0.370%
1/15/2025 Integrated Investment Consultants LLC4,594$531K0.0%+2.2%0.012%
1/14/2025 Heritage Family Offices LLP2,019$233K0.1%+6.1%0.005%
1/14/2025 Park Avenue Securities LLC3,853$446K0.0%+17.7%0.010%
1/13/2025 Green Alpha Advisors LLC9,136$1.06M0.8%-6.3%0.024%
1/10/2025 Wealth Enhancement Advisory Services LLC3,065$323K0.0%+22.8%0.008%
1/3/2025 Everence Capital Management Inc.3,290$380K0.0%-47.7%0.009%
1/3/2025 GAMMA Investing LLC1,231$142K0.0%+30.1%0.003%
1/3/2025 Versant Capital Management Inc216$25K0.0%+535.3%0.001%
12/19/2024Principal Financial Group Inc.483,848$50.92M0.0%+12.4%1.284%
12/13/2024Lord Abbett & CO. LLC403,679$42.48M0.1%+6.2%1.072%
11/25/2024Synovus Financial Corp6,669$702K0.0%+19.9%0.018%
11/16/2024Geode Capital Management LLC884,402$93.09M0.0%+1.7%2.348%
11/15/2024First National Bank of Omaha5,515$580K0.0%-3.3%0.015%
11/15/2024Dean Investment Associates LLC35,817$3.77M0.5%+123.5%0.095%
11/15/2024Orion Portfolio Solutions LLC5,600$589K0.0%-5.2%0.015%
11/15/2024Weiss Asset Management LP4,390$462K0.0%N/A0.012%
11/15/2024Sora Investors LLC45,000$4.74M0.8%N/A0.119%
11/15/2024Southernsun Asset Management LLC33,971$3.58M0.4%N/A0.090%
11/15/2024Stifel Financial Corp10,752$1.13M0.0%+1.0%0.029%
11/15/2024Quantinno Capital Management LP2,995$315K0.0%+13.8%0.008%
11/15/2024Janus Henderson Group PLC15,888$1.67M0.0%-2.0%0.042%
11/15/2024Holocene Advisors LP29,559$3.11M0.0%+65.9%0.078%
11/14/2024Edgestream Partners L.P.29,956$3.15M0.1%N/A0.080%
11/14/2024Verition Fund Management LLC2,813$296K0.0%-73.9%0.007%
11/14/2024Captrust Financial Advisors8,658$911K0.0%+12.3%0.023%
11/14/2024Isthmus Partners LLC29,272$3.08M0.4%+6.6%0.078%
11/14/2024Public Sector Pension Investment Board79,945$8.41M0.0%-2.9%0.212%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund43,357$4.56M0.0%+9.4%0.115%
11/13/2024Glenmede Trust Co. NA7,456$785K0.0%-1.3%0.020%
11/13/2024Quantbot Technologies LP387$41K0.0%N/A0.001%
11/13/2024The Manufacturers Life Insurance Company635,772$66.91M0.1%-1.8%1.688%
11/13/2024Loomis Sayles & Co. L P666,506$70.14M0.1%-1.4%1.769%
11/12/2024Pitcairn Co.4,286$451K0.0%-8.8%0.011%
11/12/2024Cerity Partners LLC4,148$436K0.0%+45.7%0.011%
11/12/2024Charles Schwab Investment Management Inc.441,588$46.47M0.0%-0.8%1.172%
11/12/2024Massachusetts Financial Services Co. MA467,902$49.24M0.0%-9.0%1.242%
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11/12/2024 Integrated Investment Consultants LLC4,494$473K0.0%+17.6%0.012%
11/9/2024Intech Investment Management LLC6,827$718K0.0%N/A0.018%
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.116,934$12.31M0.0%N/A0.310%
11/8/2024Commerce Bank3,327$350K0.0%+34.0%0.009%
11/8/2024Segall Bryant & Hamill LLC136,897$14.41M0.2%+24.3%0.363%
11/7/2024Meeder Asset Management Inc.458$48K0.0%+68.4%0.001%
11/7/2024Caprock Group LLC1,979$208K0.0%-8.5%0.005%
11/7/2024Swiss National Bank73,100$7.69M0.0%-0.7%0.194%
11/7/2024Thrivent Financial for Lutherans29,584$3.11M0.0%-4.8%0.079%
11/6/2024Mutual of America Capital Management LLC37,067$3.90M0.0%-2.1%0.098%
11/6/2024Seizert Capital Partners LLC28,194$2.97M0.1%-0.9%0.075%
11/6/2024Natixis Advisors LLC21,972$2.31M0.0%-26.8%0.058%
11/6/2024Royce & Associates LP68,656$7.23M0.1%-9.9%0.182%
11/6/2024Huntington National Bank312$33K0.0%+200.0%0.001%
11/6/2024Oppenheimer Asset Management Inc.38,424$4.04M0.0%-0.7%0.102%
11/5/2024MQS Management LLC6,305$664K0.4%N/A0.017%
11/5/2024Victory Capital Management Inc.81,997$8.63M0.0%-92.3%0.218%
11/4/2024State of New Jersey Common Pension Fund D18,090$1.90M0.0%+1.5%0.048%
11/4/2024Crossmark Global Holdings Inc.2,352$248K0.0%-6.7%0.006%
11/1/2024Atria Investments Inc12,942$1.36M0.0%-5.0%0.034%
10/31/2024Principal Financial Group Inc.483,848$50.92M0.0%+12.4%1.284%
10/31/2024 David J Yvars Group2,005$211K0.1%-9.1%0.005%
10/30/2024Hardman Johnston Global Advisors LLC123,650$13.01M0.5%-5.3%0.328%
10/30/2024Amalgamated Bank11,066$1.17M0.0%-3.3%0.029%
10/30/2024QRG Capital Management Inc.5,445$573K0.0%-34.1%0.014%
10/28/2024New York State Common Retirement Fund373,981$39.36M0.1%-2.3%0.999%
10/25/2024Pinnacle Associates Ltd.176,683$19.24M0.3%+3.6%0.472%
10/25/2024New York State Teachers Retirement System64,876$6.83M0.0%-1.7%0.173%
10/24/2024Nisa Investment Advisors LLC4,923$518K0.0%-21.3%0.013%
10/24/2024Semanteon Capital Management LP6,879$724K0.5%N/A0.018%
10/24/2024Tributary Capital Management LLC187,240$19.71M1.5%-0.5%0.500%
10/24/2024State of Alaska Department of Revenue21,501$2.26M0.0%-2.2%0.057%
10/24/2024 Wealth Enhancement Advisory Services LLC2,496$263K0.0%+5.5%0.007%
10/23/2024Louisiana State Employees Retirement System18,200$1.92M0.0%-3.2%0.049%
10/23/2024Moody Aldrich Partners LLC40,779$4.29M0.8%-1.7%0.109%
10/22/2024Signaturefd LLC1,007$106K0.0%+28.0%0.003%
10/18/2024Raymond James & Associates24,763$2.61M0.0%+2.4%0.066%
10/18/2024Blue Trust Inc.810$88K0.0%+2,150.0%0.002%
10/17/2024Trust Point Inc.7,938$835K0.1%-1.7%0.021%
10/16/2024Compass Wealth Management LLC68,593$7.22M1.7%+2.6%0.183%
10/16/2024Vontobel Holding Ltd.6,320$665K0.0%-18.2%0.017%
10/11/2024Creative Planning15,104$1.59M0.0%-3.0%0.040%
10/10/2024Inspire Investing LLC3,905$411K0.0%+20.9%0.010%
10/7/2024 GAMMA Investing LLC946$100K0.0%+51.1%0.003%
10/5/2024Handelsbanken Fonder AB9,337$983K0.0%+30.8%0.025%
10/3/2024 Park Avenue Securities LLC3,273$344K0.0%-17.2%0.009%
10/3/2024SG Americas Securities LLC5,520$581K0.0%+37.6%0.015%
9/5/2024Sanctuary Advisors LLC2,301$250K0.0%N/A0.006%
8/27/2024Clearbridge Investments LLC96,918$10.54M0.0%-2.2%0.259%
8/27/2024Dana Investment Advisors Inc.71,050$7.73M0.3%-1.3%0.190%
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8/21/2024Truist Financial Corp2,215$241K0.0%-9.3%0.006%
8/19/2024Point72 Asset Management L.P.12,100$1.32M0.0%N/A0.032%
8/16/2024Northwestern Mutual Wealth Management Co.7,997$870K0.0%+4.8%0.021%
8/16/2024Creative Planning15,569$1.69M0.0%+76.0%0.042%
8/16/2024Algert Global LLC3,761$409K0.0%-21.0%0.010%
8/16/2024Cim Investment Management Inc.3,043$331K0.1%-19.2%0.008%
8/15/2024Susquehanna Fundamental Investments LLC19,108$2.08M0.0%N/A0.051%
8/15/2024The Manufacturers Life Insurance Company647,682$70.44M0.1%+22.4%1.730%
8/15/2024Earnest Partners LLC1,681,776$182.91M0.9%+13.5%4.492%
8/15/2024AQR Capital Management LLC3,649$397K0.0%+18.4%0.010%
(Data available from 1/1/2016 forward)

AEIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEIS shares?

During the previous two years, 283 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($650.53M), Vanguard Group Inc. ($463.34M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($182.91M), Dimensional Fund Advisors LP ($103.43M), and Geode Capital Management LLC ($93.09M).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 225 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), Channing Capital Management LLC ($630.75K), Envestnet Asset Management Inc. ($581.13K), The Manufacturers Life Insurance Company ($477.24K), Norges Bank ($399.52K), Earnest Partners LLC ($218.70K), and Principal Financial Group Inc. ($183.07K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 7,060,698 shares in the last 24 months. This purchase volume represents approximately $733.17M in transactions.

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

Of the 151 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: Victory Capital Management Inc. ($1.94M), Envestnet Asset Management Inc. ($450.20K), Ameriprise Financial Inc. ($324.01K), Thrivent Financial for Lutherans ($293.77K), Hardman Johnston Global Advisors LLC ($253.86K), American Century Companies Inc. ($211.54K), and Principal Financial Group Inc. ($135.99K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 4,727,332 shares in the last 24 months. This volume of shares sold represents approximately $477.84M in transactions.


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This page (NASDAQ:AEIS) was last updated on 1/20/2025 by MarketBeat.com Staff
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