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Advanced Energy Industries (AEIS) Institutional Ownership

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$137.80 -1.31 (-0.94%)
As of 02:44 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)
178
Total
Institutional Inflows
(last 12 months)
$509.96M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$1.21B
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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
7/15/2025Sheets Smith Wealth Management7,531$998K0.1%+1.7%0.020%
7/14/2025 Park Avenue Securities LLC4,921$652K0.0%+20.5%0.013%
7/11/2025 UMB Bank n.a.313$41K0.0%+42.9%0.001%
7/10/2025 NorthCrest Asset Manangement LLC5,885$813K0.0%-37.1%0.016%
7/10/2025 Wealth Enhancement Advisory Services LLC3,900$539K0.0%+11.4%0.010%
7/10/2025 Compton Wealth Advisory Group LLC2,040$270K0.1%N/A0.005%
7/9/2025 David J Yvars Group2,005$266K0.2%N/A0.005%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.2,696$357K0.0%N/A0.007%
7/9/2025 Harbor Capital Advisors Inc.8,639$1.15M0.0%+3.6%0.023%
7/8/2025 Parallel Advisors LLC428$57K0.0%-16.1%0.001%
6/3/2025Inspire Investing LLC3,590$342K0.0%+3.9%0.010%
5/29/2025Rhumbline Advisers109,458$10.43M0.0%+1.0%0.291%
5/28/2025Strs Ohio2,600$248K0.0%N/A0.007%
5/20/2025Intech Investment Management LLC19,122$1.82M0.0%+52.4%0.051%
5/19/2025Bayforest Capital Ltd3,850$367K0.2%+257.1%0.010%
5/16/2025Dean Capital Management35,210$3.36M1.5%-1.2%0.094%
5/16/2025United Services Automobile Association2,401$228K0.0%N/A0.006%
5/16/2025Goldman Sachs Group Inc.344,054$32.79M0.0%-26.0%0.914%
5/16/2025Dynamic Technology Lab Private Ltd3,810$363K0.1%N/A0.010%
5/16/2025Select Equity Group L.P.35,917$3.42M0.0%N/A0.095%
5/16/2025Sandler Capital Management20,872$1.99M0.5%N/A0.055%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,278$2.12M0.0%+4.6%0.059%
5/16/2025AQR Capital Management LLC4,910$468K0.0%N/A0.013%
5/16/2025Ardsley Advisory Partners LP31,000$2.96M0.6%+24.0%0.082%
5/16/2025Advisors Asset Management Inc.539$51K0.0%+47.7%0.001%
5/16/2025Amundi23,813$2.27M0.0%+22.7%0.063%
5/15/2025Royal Bank of Canada11,155$1.06M0.0%+16.5%0.030%
5/15/2025Quarry LP551$53K0.0%N/A0.001%
5/15/2025Baird Financial Group Inc.2,681$256K0.0%+42.0%0.007%
5/15/2025Vident Advisory LLC2,537$242K0.0%N/A0.007%
5/15/2025The Manufacturers Life Insurance Company 774,675$73.83M0.1%+0.0%2.057%
5/15/2025Trexquant Investment LP39,709$3.79M0.0%N/A0.105%
5/15/2025Earnest Partners LLC1,639,968$156.31M0.7%-0.2%4.355%
5/14/2025Keeley Teton Advisors LLC18,133$1.73M0.2%+36.4%0.048%
5/14/2025Corebridge Financial Inc.19,552$1.86M0.0%-1.9%0.052%
5/14/2025Comerica Bank14,282$1.36M0.0%-2.5%0.038%
5/14/2025Kayne Anderson Rudnick Investment Management LLC2,279$217K0.0%+415.6%0.006%
5/14/2025Synovus Financial Corp9,896$943K0.0%+34.6%0.026%
5/14/2025MetLife Investment Management LLC148,479$14.15M0.1%+557.2%0.394%
5/14/2025Walleye Capital LLC4,259$406K0.0%-38.3%0.011%
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5/14/2025Smartleaf Asset Management LLC1,236$117K0.0%+16.9%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.7,274$693K0.0%-1.2%0.019%
5/14/2025Channing Capital Management LLC710,649$67.73M2.0%-3.0%1.887%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.5,937$568K0.0%-9.9%0.016%
5/14/2025Hsbc Holdings PLC22,320$2.12M0.0%+34.0%0.059%
5/14/2025Fuller & Thaler Asset Management Inc.2,826$269K0.0%+118.2%0.008%
5/14/2025Quantbot Technologies LP6,608$630K0.0%N/A0.018%
5/13/2025Northern Trust Corp444,832$42.40M0.0%-2.8%1.181%
5/13/2025Cambiar Investors LLC17,008$1.62M0.1%-16.5%0.045%
5/13/2025Raymond James Financial Inc.32,436$3.09M0.0%-62.0%0.086%
5/13/2025Fox Run Management L.L.C.6,757$644K0.1%N/A0.018%
5/13/2025Lord Abbett & CO. LLC392,018$37.36M0.1%-2.1%1.041%
5/13/2025Caitong International Asset Management Co. Ltd324$31K0.0%N/A0.001%
5/13/2025Russell Investments Group Ltd.446$43K0.0%+26.0%0.001%
5/12/2025Public Sector Pension Investment Board119,511$11.39M0.0%+27.4%0.317%
5/12/2025Nuveen LLC102,512$9.77M0.0%N/A0.272%
5/12/2025Connor Clark & Lunn Investment Management Ltd.6,135$585K0.0%N/A0.016%
5/12/2025Citigroup Inc.193,531$18.45M0.0%-92.5%0.514%
5/12/2025Swiss National Bank73,000$6.96M0.0%-1.5%0.194%
5/12/2025Maryland State Retirement & Pension System10,994$1.05M0.0%-13.3%0.029%
5/9/2025CenterBook Partners LP12,002$1.14M0.1%+41.0%0.032%
5/9/2025Charles Schwab Investment Management Inc.465,162$44.34M0.0%+1.1%1.235%
5/9/2025Vanguard Group Inc.4,866,155$463.79M0.0%-1.0%12.923%
5/9/2025New Age Alpha Advisors LLC3,709$354K0.0%+181.2%0.010%
5/9/2025PNC Financial Services Group Inc.7,140$681K0.0%+4.5%0.019%
5/8/2025Jefferies Financial Group Inc.5,478$522K0.0%N/A0.015%
5/8/2025US Bancorp DE4,857$463K0.0%+2.8%0.013%
5/8/2025Natixis Advisors LLC27,275$2.60M0.0%+2.4%0.072%
5/8/2025NorthRock Partners LLC6,898$657K0.0%-21.6%0.018%
5/8/2025Vestcor Inc2,675$255K0.0%N/A0.007%
5/8/2025GSA Capital Partners LLP7,610$725K0.1%+43.0%0.020%
5/8/2025Federated Hermes Inc.40,964$3.90M0.0%+5.8%0.109%
5/7/2025LPL Financial LLC30,749$2.93M0.0%+14.6%0.082%
5/6/2025Cetera Investment Advisers3,160$301K0.0%-4.2%0.008%
5/6/2025Avantax Advisory Services Inc.18,589$1.77M0.0%-0.6%0.049%
5/6/2025Royce & Associates LP60,026$5.72M0.1%-5.7%0.159%
5/6/2025Pinnacle Associates Ltd.136,860$13.04M0.2%-4.6%0.363%
5/6/2025Legato Capital Management LLC22,179$2.11M0.3%-1.0%0.059%
5/6/2025Homestead Advisers Corp59,662$5.69M0.1%+15.0%0.158%
5/5/2025GW&K Investment Management LLC300,473$28.64M0.3%-3.1%0.798%
5/5/2025Peterson Wealth Services6,494$619K0.2%-24.6%0.017%
5/2/2025Tributary Capital Management LLC180,508$17.20M1.5%-3.5%0.476%
5/2/2025Segall Bryant & Hamill LLC163,300$15.56M0.2%+5.7%0.431%
5/2/2025Victory Capital Management Inc.64,006$6.10M0.0%-21.5%0.169%
5/2/2025Massachusetts Financial Services Co. MA383,495$36.55M0.0%-11.7%1.012%
5/2/2025Signaturefd LLC1,673$159K0.0%+20.5%0.004%
5/1/2025Isthmus Partners LLC29,565$2.82M0.4%+0.3%0.078%
5/1/2025CWM LLC1,077$103K0.0%+85.4%0.003%
5/1/2025Louisiana State Employees Retirement System17,700$1.69M0.0%-2.7%0.047%
5/1/2025New York State Common Retirement Fund371,275$35.39M0.1%-0.8%0.980%
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5/1/2025Mutual of America Capital Management LLC36,966$3.52M0.0%-0.3%0.098%
5/1/2025Arizona State Retirement System10,803$1.03M0.0%-1.1%0.029%
5/1/2025Xponance Inc.2,843$271K0.0%+5.8%0.008%
4/30/2025Cerity Partners LLC11,195$1.07M0.0%+215.3%0.030%
4/30/2025Nisa Investment Advisors LLC5,168$493K0.0%+3.2%0.014%
4/30/2025Moloney Securities Asset Management LLC2,656$253K0.0%N/A0.007%
4/30/2025DekaBank Deutsche Girozentrale830$78K0.0%N/A0.002%
4/30/2025M&T Bank Corp7,856$749K0.0%-69.3%0.021%
4/29/2025Compass Wealth Management LLC67,545$6.44M1.6%-1.9%0.178%
4/29/2025Moody Aldrich Partners LLC58,670$5.59M1.2%+13.4%0.155%
(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, 327 institutional investors and hedge funds held shares of Advanced Energy Industries. The most heavily invested institutionals were BlackRock Inc. ($650.53M), Vanguard Group Inc. ($463.79M), FMR LLC ($415.26M), Ameriprise Financial Inc. ($255.25M), Earnest Partners LLC ($156.31M), Bank of America Corp DE ($101.96M), and Geode Capital Management LLC ($101.62M).Learn more on Advanced Energy Industries' 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 259 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 ($995.81K), Channing Capital Management LLC ($630.75K), Summit Partners Public Asset Management LLC ($618.30K), The Manufacturers Life Insurance Company ($616.14K), FMR LLC ($577.77K), Silvercrest Asset Management Group LLC ($505.00K), and Earnest Partners LLC ($220.72K).

How much institutional buying is happening at Advanced Energy Industries?

Institutional investors have bought a total of 4,617,941 shares in the last 24 months. This purchase volume represents approximately $509.96M in transactions.

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

Of the 129 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), Citigroup Inc. ($2.37M), Victory Capital Management Inc. ($1.02M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($483.54K), Bamco Inc. NY ($149.36K), Massachusetts Financial Services Co. MA ($130.93K), and Goldman Sachs Group Inc. ($120.99K).

How much institutional selling is happening at Advanced Energy Industries?

Institutional investors have sold a total of 11,089,327 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NASDAQ:AEIS) was last updated on 7/16/2025 by MarketBeat.com Staff
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