Advanced Energy IndustriesAEIS

13F holders, Q2 2026 (June 30)
682holders +103
173new positions
70sold out
11famous investors
$372.15avg. 13F price*

At the end of Q2 2026, 682 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 103 from Q1 2026. 173 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($1.7B), Vanguard Portfolio Management LLC ($799.3M) and Vanguard Capital Management LLC ($639.1M). 11 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Advanced Energy Industries
CUSIP
007973100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 310Q1 2024Q2 2024: 306Q2 2024Q3 2024: 315Q3 2024Q4 2024: 319Q4 2024Q1 2025: 355Q1 2025Q2 2025: 371Q2 2025Q3 2025: 401Q3 2025Q4 2025: 465Q4 2025Q1 2026: 579Q1 2026Q2 2026: 682Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions173$984.0M
Exits70$680.1M

All 13F filers, Q1 2026 → Q2 2026: 7,553,084 shares bought and 8,814,313 shares sold, net −1,261,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 682 holders

BlackRock, Inc. 0.03% Reduce -28.5% 4,626,399 $1.7B
Vanguard Portfolio Management LLC 0.04% Reduce -7.6% 2,143,658 $799.3M
Vanguard Capital Management LLC 0.01% Add +1.3% 1,714,026 $639.1M
Ameriprise Financial Inc. 0.12% Add +19.0% 1,559,661 $581.4M
FMR LLC 0.02% Reduce -10.7% 1,416,875 $528.3M
State Street Corp. 0.01% Reduce -12.3% 1,272,597 $474.4M
Invesco Ltd. 0.04% Reduce -35.2% 1,188,258 $443.1M
Bank of America Corp. 0.02% Reduce -3.4% 1,025,403 $382.3M
Earnest Partners LLC 1.28% Reduce -22.2% 954,262 $355.8M
Geode Capital Management, LLC 0.02% Reduce -16.3% 938,239 $351.0M
Jane Street Group, LLC 0.20% Add +612.9% 815,680 $304.1M
Franklin Resources Inc. 0.06% Add +28.9% 686,434 $256.0M
Dimensional Fund Advisors LP 0.04% Add +0.5% 655,584 $244.4M
D. E. Shaw & Co. 0.14% Add +36498.3% 585,573 $218.3M
GW&K Investment Management, LLC 1.68% Reduce -3.9% 577,834 $215.5M
Wellington Management Group LLP 0.03% Add +31.4% 509,090 $189.8M
Norges Bank 0.02% — 486,582 $181.4M
AQR Capital Management 0.06% Add +134.7% 478,794 $177.9M
Manufacturers Life Insurance Company, The 0.13% Add +95.5% 445,629 $166.2M
Neuberger Berman Group LLC 0.10% Reduce -28.9% 414,656 $154.6M
Morgan Stanley 0.01% Add +23.4% 390,534 $145.6M
Citadel Advisors 0.08% New 387,850 $144.6M
Millennium Management 0.10% Add +25.9% 381,740 $142.3M
Massachusetts Financial Services Co. 0.04% Reduce -7.4% 375,982 $140.2M
Goldman Sachs Group Inc. 0.01% Reduce -22.7% 363,080 $135.4M
Northern Trust Corp. 0.01% Reduce -28.3% 344,997 $128.6M
Qube Research & Technologies Ltd 0.14% Add +393.8% 340,102 $126.8M
Analog Century Management LP 4.54% Add +2.5% 332,945 $124.1M
Principal Financial Group Inc. 0.06% Reduce -34.7% 329,331 $122.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -22.0% 325,723 $121.5M
Loomis Sayles & Co. L P 0.15% Reduce -5.3% 318,553 $118.8M
Fisher Asset Management 0.03% Reduce -11.5% 304,471 $113.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +36.3% 278,288 $103.8M
Snyder Capital Management L P 1.65% Reduce -2.5% 256,814 $95.8M
Bank of New York Mellon Corp 0.02% Reduce -8.8% 256,709 $95.7M
Alliancebernstein L.P. 0.03% Reduce -37.9% 283,983 $91.6M
Vanguard Fiduciary Trust Co. 0.02% Reduce -6.7% 245,190 $91.4M
HRT Financial LP 0.17% New 244,468 $91.2M
Susquehanna International Group, LLP 0.08% Add +218.1% 241,232 $89.9M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -28.2% 240,845 $89.8M
Raymond James Financial Inc. 0.02% Add +163.7% 240,345 $89.6M
JPMorgan Chase & Co. 0.01% Add +67.4% 251,219 $88.1M
First Trust Advisors LP 0.05% Add +62.6% 235,394 $87.8M
T. Rowe Price Associates Inc. 0.01% Reduce -13.7% 219,468 $81.8M
Silvercrest Asset Management Group LLC 0.51% Reduce -31.9% 207,316 $77.3M
Marshall Wace, LLP 0.06% Add +172.1% 204,788 $76.4M
Los Angeles Capital Management LLC 0.26% Add +758.1% 190,097 $70.9M
Driehaus Capital Management LLC 0.40% Add +4.5% 184,957 $69.0M
Acadian Asset Management LLC 0.08% Add +88.1% 174,328 $65.0M
Sei Investments Co. 0.05% Reduce -26.3% 164,584 $61.4M
Envestnet Asset Management Inc. 0.01% Reduce -19.5% 164,207 $61.2M
Wells Fargo & Company 0.01% Reduce -16.1% 160,161 $59.7M
New York State Common Retirement Fund 0.07% Reduce -40.5% 158,574 $59.1M
TD Asset Management Inc 0.05% Reduce -27.7% 155,455 $58.0M
Nuveen, LLC 0.01% Add +42.9% 155,136 $57.8M
Congress Asset Management Co. 0.35% Reduce -27.4% 150,510 $56.1M
Sora Investors LLC 4.00% Add +16.4% 139,963 $52.2M
Baron Capital (BAMCO) 0.08% Reduce -48.1% 139,367 $52.0M
Munro Partners 1.14% New 135,051 $50.4M
Tidal Investments LLC 0.12% Add +150.6% 132,991 $49.6M
Tudor Investment Corporation 0.19% New 126,182 $47.0M
UBS Group AG 0.01% Reduce -31.2% 122,013 $45.5M
Artemis Investment Management LLP 0.39% New 118,889 $44.3M
Federated Hermes, Inc. 0.06% Reduce -4.5% 115,235 $43.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +15.3% 113,729 $42.4M
Nomura Asset Management International Inc. 0.06% Reduce -32.0% 109,174 $40.7M
Hardman Johnston Global Advisors LLC 1.42% Reduce -2.0% 108,893 $40.6M
Rhumbline Advisers 0.03% Reduce -6.4% 108,580 $40.5M
Citigroup Inc. 0.02% Add +55.6% 104,938 $39.1M
Squarepoint Ops LLC 0.08% New 103,429 $38.6M
Ceredex Value Advisors LLC 1.04% Add +17.2% 98,850 $36.9M
Renaissance Technologies 0.05% Add +4144.7% 98,562 $36.8M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +30.3% 97,958 $36.5M
Jump Financial, LLC 0.35% New 96,690 $36.1M
Tema ETFs LLC 1.16% Add +151.1% 96,621 $36.0M
First Eagle Investment Management, LLC 0.06% Add +11.9% 91,535 $34.1M
Freestone Grove Partners LP 0.21% Add +323.2% 87,213 $32.5M
CI Investments Inc. 0.10% New 86,122 $32.1M
Amanah Holdings Trust 1.86% No change 85,000 $31.7M
Fuller & Thaler Asset Management, Inc. 0.08% Reduce -82.3% 83,344 $31.1M
WCM Investment Management, LLC 0.05% Reduce -16.4% 82,512 $28.7M
Swiss National Bank 0.01% Add +2.3% 76,320 $28.5M
California Public Employees Retirement System 0.02% Add +3.8% 75,137 $28.0M
Dendur Capital LP 1.65% New 75,000 $28.0M
Two Sigma Investments, LP 0.02% New 74,131 $27.6M
Pinnacle Associates Ltd. 0.30% Reduce -7.2% 73,912 $27.6M
MetLife Investment Management, LLC 0.12% Reduce -26.4% 73,471 $27.4M
Barclays PLC 0.01% Add +104.0% 73,170 $27.3M
Kennedy Capital Management LLC 0.48% Add +154.4% 72,835 $27.2M
Thames Capital Management LLC 2.15% Add +83.5% 70,220 $26.2M
Fort Washington Investment Advisors Inc. 0.13% Reduce -21.9% 70,060 $26.1M
Lord, Abbett & Co. LLC 0.08% Add +1.0% 67,920 $25.3M
Retirement Systems of Alabama 0.08% Add +46.7% 67,900 $25.3M
Aperture Investors, LLC 2.60% New 65,602 $24.5M
Troluce Capital Advisors LLC 9.08% New 65,000 $24.2M
Segall Bryant & Hamill, LLC 0.28% Reduce -17.4% 64,077 $23.9M
BNP Paribas Financial Markets 0.01% Reduce -78.3% 63,278 $23.6M
PDT Partners, LLC 1.22% Add +1784.5% 62,188 $23.2M
Public Sector Pension Investment Board 0.06% Add +138.7% 62,056 $23.1M
Tributary Capital Management, LLC 1.79% Reduce -26.5% 58,540 $21.8M

"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.

Show all 682 holders