Skip to main content
Equibles
AEIS logo

AEIS

Advanced Energy Industries Inc
$311.27 -45.08 (-12.65%) At close · Jul 2
Market Cap
$11.84B
Shares
38,030,657

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 583
Total Value: $12,898,893,629
Total Shares: 39,970,246
Showing 1–100 of 600 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding AEIS

All superinvestors →
Joel Greenblatt $2,470,667 Ray Dalio $904,556

Holder Concentration

Across 583 13F filers
Top Holder
16.2%
Jun 2023 → Mar 2026 · range 14.1% – 16.2%
of institutional value
Top 5
32.6%
Jun 2023 → Mar 2026 · range 32.6% – 48.5%
of institutional value
Top 10
47.0%
Jun 2023 → Mar 2026 · range 47.0% – 62.5%
of institutional value
HHI
408
Jun 2023 → Mar 2026 · range 408 – 610
Broadly held
Showing 100 of 600
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $2,088,172,495 16.19% 6,470,740
Mega Invesco Ltd. $591,442,875 4.59% 1,832,738
Mega VANGUARD CAPITAL MANAGEMENT LLC $546,146,981 4.23% 1,692,377
Mega FMR LLC $512,027,820 3.97% 1,586,650
Mega STATE STREET CORP $468,296,098 3.63% 1,451,136
Mega AMERIPRISE FINANCIAL INC $422,930,169 3.28% 1,310,558
Large EARNEST PARTNERS LLC $395,799,619 3.07% 1,226,487
Mega GEODE CAPITAL MANAGEMENT, LLC $361,511,681 2.80% 1,120,237
Mega BANK OF AMERICA CORP /DE/ Bank $342,436,936 2.65% 1,061,129
Mid Whale Rock Capital Management LLC $329,845,763 2.56% 1,022,112
Mega DIMENSIONAL FUND ADVISORS LP $210,441,447 1.63% 652,107
Large GW&K Investment Management, LLC $193,982,594 1.50% 601,105
Mega NEUBERGER BERMAN GROUP LLC $188,250,618 1.46% 583,343
Mega FRANKLIN RESOURCES INC $171,852,431 1.33% 532,529
Mega PRINCIPAL FINANCIAL GROUP INC $162,786,218 1.26% 504,435
Mega NORTHERN TRUST CORP Bank $155,189,300 1.20% 480,894
Mega GOLDMAN SACHS GROUP INC $151,654,979 1.18% 469,942
Large FULLER & THALER ASSET MANAGEMENT, INC. $151,652,723 1.18% 469,935
Mega ALLIANCEBERNSTEIN L.P. $147,653,701 1.14% 457,543
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $134,829,851 1.05% 417,805
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $131,075,442 1.02% 406,171
Mega WELLINGTON MANAGEMENT GROUP LLP $125,042,378 0.97% 387,476
Mega Fisher Asset Management, LLC $111,062,260 0.86% 344,155
Large LOOMIS SAYLES & CO L P $108,543,830 0.84% 336,351
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $108,298,571 0.84% 335,591
Mid Analog Century Management LP $104,768,124 0.81% 324,651
Mega MORGAN STANLEY $102,139,324 0.79% 316,505
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $98,171,286 0.76% 304,209
Mega MILLENNIUM MANAGEMENT LLC $97,839,217 0.76% 303,180
Mega BNP PARIBAS ARBITRAGE, SA $94,047,375 0.73% 291,430
Mega Bank of New York Mellon Corp Bank $90,882,875 0.70% 281,624
Large BAMCO INC /NY/ $86,720,244 0.67% 268,725
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $86,036,422 0.67% 266,606
Mid SNYDER CAPITAL MANAGEMENT L P $84,987,937 0.66% 263,357
Mega VANGUARD FIDUCIARY TRUST CO Bank $84,790,116 0.66% 262,744
Mega PRICE T ROWE ASSOCIATES INC /MD/ $82,095,487 0.64% 254,394
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $76,643,625 0.59% 237,500
Mega T. Rowe Price Investment Management, Inc. $74,623,460 0.58% 231,240
Mid Channing Capital Management, LLC $74,395,304 0.58% 230,533
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $73,542,381 0.57% 227,890
Large SEI INVESTMENTS CO $72,058,883 0.56% 223,293
Mega TD Asset Management Inc $69,428,474 0.54% 215,142
Mega CITADEL ADVISORS LLC $67,414,119 0.52% 208,900
Large CONGRESS ASSET MANAGEMENT CO $66,920,695 0.52% 207,371
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $65,894,799 0.51% 204,192
Mega AQR CAPITAL MANAGEMENT LLC $65,828,319 0.51% 203,986
Mega ENVESTNET ASSET MANAGEMENT INC $65,794,114 0.51% 203,880
Mega WELLS FARGO & COMPANY/MN $61,615,019 0.48% 190,930
Mega UBS Group AG $57,246,170 0.44% 177,392
Large Driehaus Capital Management LLC $57,125,478 0.44% 177,018
Mega JANE STREET GROUP, LLC $56,312,895 0.44% 174,500
Mid SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $53,704,752 0.42% 166,418
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $51,805,604 0.40% 160,533
Mega CITADEL ADVISORS LLC $51,698,142 0.40% 160,200
Mid Aristotle Capital Boston, LLC $48,855,389 0.38% 151,391
Mega JPMORGAN CHASE & CO $48,423,922 0.38% 150,054
Mega FIRST TRUST ADVISORS LP $46,712,595 0.36% 144,751
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $40,145,124 0.31% 124,400
Large FEDERATED HERMES, INC. $38,921,407 0.30% 120,608
Mid SORA INVESTORS LLC $38,811,686 0.30% 120,268
Mega RHUMBLINE ADVISERS $37,446,300 0.29% 116,037
Mega JANE STREET GROUP, LLC $36,925,445 0.29% 114,423
Mega JANE STREET GROUP, LLC $36,788,940 0.29% 114,000
Mid Oribel Capital Management, LP $36,724,398 0.28% 113,800
Mid Oribel Capital Management, LP $36,724,398 0.28% 113,800
Mid Hardman Johnston Global Advisors LLC $35,862,762 0.28% 111,130
Mega Nuveen, LLC $35,036,623 0.27% 108,570
Mid Senator Investment Group LP $32,271,000 0.25% 100,000
Large MetLife Investment Management, LLC $32,226,788 0.25% 99,863
Large WCM INVESTMENT MANAGEMENT, LLC $31,848,895 0.25% 98,692
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $31,846,310 0.25% 98,684
Large Point72 Asset Management, L.P. $31,157,005 0.24% 96,548
Large ACADIAN ASSET MANAGEMENT LLC $29,907,149 0.23% 92,675
Mega RAYMOND JAMES FINANCIAL INC $29,408,560 0.23% 91,130
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $28,957,413 0.22% 89,732
Small Amanah Holdings Trust $27,430,350 0.21% 85,000
Mid Ceredex Value Advisors LLC $27,220,587 0.21% 84,350
Large First Eagle Investment Management, LLC $26,403,486 0.20% 81,818
Mid PINNACLE ASSOCIATES LTD $25,698,042 0.20% 79,632
Mid Tributary Capital Management, LLC $25,696,751 0.20% 79,628
Mid SEGALL BRYANT & HAMILL, LLC $25,022,610 0.19% 77,539
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $24,471,744 0.19% 75,832
Large MARSHALL WACE, LLP $24,290,703 0.19% 75,271
Large Connor, Clark & Lunn Investment Management Ltd. $24,255,851 0.19% 75,163
Mega Swiss National Bank Bank $24,074,166 0.19% 74,600
Large BESSEMER GROUP INC $23,930,233 0.19% 74,154
Mega California Public Employees Retirement System Pension $23,350,972 0.18% 72,359
Mid AXIOM INVESTORS LLC /DE $22,764,931 0.18% 70,543
Mega DEUTSCHE BANK AG\ Bank $22,685,542 0.18% 70,297
Large Qube Research & Technologies Ltd $22,227,942 0.17% 68,879
Mega CITIGROUP INC $21,759,688 0.17% 67,428
Large LORD, ABBETT & CO. LLC $21,692,566 0.17% 67,220
Mid PEREGRINE CAPITAL MANAGEMENT LLC $19,892,167 0.15% 61,641
Mega LPL Financial LLC $19,249,328 0.15% 59,649
Small G2 Investment Partners Management LLC $18,855,299 0.15% 58,428
Mid Portman Square Capital LLP $18,071,760 0.14% 56,000
Large Creative Planning $17,949,130 0.14% 55,620
Large Tidal Investments LLC $17,128,155 0.13% 53,076
Large NATIXIS ADVISORS, LLC $16,537,273 0.13% 51,245
Large Fiera Capital Corp $16,495,966 0.13% 51,117
Key facts CIK 927003 CUSIP 007973100 13F (30d) 7 filings 6 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)