Advanced Energy IndustriesAEIS
13F holders, Q1 2025 (March 31)355holders +36
59new positions
24sold out
9famous investors
$95.30avg. 13F price*
At the end of Q1 2025, 355 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 36 from Q4 2024. 59 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($553.6M), Vanguard Group Inc. ($463.8M) and FMR LLC ($329.0M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Advanced Energy Industries
- CUSIP
- 007973100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $52.5M |
| Exits | 24 | $18.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,519,602 shares bought and 2,258,684 shares sold, net −739,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.01% | Reduce -2.6% | 5,808,690 | $553.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 4,866,155 | $463.8M |
| FMR LLC | 0.02% | Reduce -12.8% | 3,452,150 | $329.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.8% | 2,319,757 | $221.1M |
| State Street Corp. | 0.01% | Reduce -6.0% | 1,657,000 | $157.9M |
| Earnest Partners LLC | 0.75% | Reduce -0.2% | 1,639,968 | $156.3M |
| Neuberger Berman Group LLC | 0.09% | Add +12.9% | 1,168,410 | $111.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 926,076 | $88.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 916,655 | $87.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.5% | 855,362 | $81.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +0.0% | 774,675 | $73.8M |
| Channing Capital Management, LLC | 2.05% | Reduce -3.0% | 710,649 | $67.7M |
| Loomis Sayles & Co. L P | 0.09% | Reduce -2.1% | 633,286 | $60.4M |
| Summit Partners Public Asset Management, LLC | 2.71% | Reduce -4.1% | 593,000 | $56.5M |
| Silvercrest Asset Management Group LLC | 0.34% | Reduce -1.3% | 498,633 | $47.5M |
| Principal Financial Group Inc. | 0.03% | Add +0.3% | 477,296 | $45.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 465,162 | $44.3M |
| Northern Trust Corp. | 0.01% | Reduce -2.8% | 444,832 | $42.4M |
| Norges Bank | 0.01% | Reduce -27.1% | 434,872 | $41.4M |
| Snyder Capital Management L P | 0.88% | Reduce -3.3% | 421,558 | $40.2M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -2.1% | 392,018 | $37.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 386,255 | $36.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -11.7% | 383,495 | $36.6M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 378,697 | $36.1M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.8% | 371,275 | $35.4M |
| Baron Capital (BAMCO) | 0.10% | Add +0.7% | 366,287 | $34.9M |
| Aristotle Capital Boston, LLC | 1.64% | Reduce -18.6% | 345,362 | $32.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -26.0% | 344,054 | $32.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 340,902 | $32.5M |
| GW&K Investment Management, LLC | 0.27% | Reduce -3.1% | 300,473 | $28.6M |
| First Trust Advisors LP | 0.02% | Reduce -1.8% | 270,353 | $25.8M |
| JPMorgan Chase & Co. | 0.00% | Add +38.0% | 256,223 | $24.4M |
| Sei Investments Co. | 0.03% | Add +16.4% | 240,499 | $22.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +27.7% | 210,783 | $20.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 209,693 | $20.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -20.2% | 202,622 | $19.3M |
| Citigroup Inc. | 0.01% | Reduce -3.1% | 193,531 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 185,001 | $17.6M |
| Tributary Capital Management, LLC | 1.50% | Reduce -3.5% | 180,508 | $17.2M |
| Hardman Johnston Global Advisors LLC | 0.78% | Add +42.9% | 172,265 | $16.4M |
| Segall Bryant & Hamill, LLC | 0.24% | Add +5.7% | 163,300 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Add +17.3% | 157,447 | $15.0M |
| Fisher Asset Management | 0.01% | Reduce -2.4% | 151,899 | $14.5M |
| Southernsun Asset Management, LLC | 2.07% | Add +30.0% | 150,364 | $14.3M |
| MetLife Investment Management, LLC | 0.08% | Add +557.3% | 148,479 | $14.2M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -4.6% | 136,860 | $13.0M |
| Bank of Montreal | 0.01% | Reduce -3.6% | 131,982 | $12.6M |
| Fort Washington Investment Advisors Inc. | 0.07% | Reduce -9.2% | 126,745 | $12.1M |
| Marshall Wace, LLP | 0.02% | New | 124,806 | $11.9M |
| Public Sector Pension Investment Board | 0.05% | Add +27.4% | 119,511 | $11.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +5.2% | 118,983 | $11.3M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 109,458 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.0% | 106,681 | $10.2M |
| Nuveen, LLC | 0.00% | — | 102,512 | $9.8M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 101,435 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +384.8% | 96,254 | $9.2M |
| Peregrine Capital Management LLC | 0.29% | Add +3.4% | 90,704 | $8.6M |
| Deutsche Bank AG | 0.00% | Reduce -2.8% | 90,106 | $8.6M |
| UBS Group AG | 0.00% | Reduce -40.0% | 74,210 | $7.1M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 73,000 | $7.0M |
| Sora Investors LLC | 0.83% | Reduce -45.7% | 71,725 | $6.8M |
| Twinbeech Capital LP | 0.12% | New | 68,587 | $6.5M |
| Compass Wealth Management LLC | 1.64% | Reduce -1.9% | 67,545 | $6.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -21.6% | 64,006 | $6.1M |
| California Public Employees Retirement System | 0.00% | Add +16.4% | 60,965 | $5.8M |
| Royce & Associates LP | 0.06% | Reduce -5.7% | 60,026 | $5.7M |
| Homestead Advisers Corp | 0.14% | Add +15.0% | 59,662 | $5.7M |
| Dana Investment Advisors, Inc. | 0.20% | Reduce -2.5% | 58,840 | $5.6M |
| Moody Aldrich Partners LLC | 1.17% | Add +13.4% | 58,670 | $5.6M |
| Crawford Investment Counsel Inc. | 0.10% | New | 57,975 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.4% | 57,372 | $5.5M |
| Barclays PLC | 0.00% | Reduce -30.9% | 52,755 | $5.0M |
| Dean Investment Associates, LLC | 0.70% | Reduce -5.5% | 49,987 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +203.2% | 49,154 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 46,419 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -7.3% | 45,375 | $4.3M |
| Fiera Capital Corp | 0.02% | Add +0.1% | 45,101 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.1% | 44,916 | $4.3M |
| Tudor Investment Corporation | 0.04% | New | 42,878 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -7.4% | 41,957 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Add +5.8% | 40,964 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.5% | 39,723 | $3.8M |
| Trexquant Investment LP | 0.04% | New | 39,709 | $3.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +605.1% | 37,999 | $3.6M |
| Prudential Financial Inc. | 0.01% | Reduce -3.8% | 37,841 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.3% | 36,966 | $3.5M |
| Select Equity Group, L.P. | 0.02% | New | 35,917 | $3.4M |
| Dean Capital Management | 1.46% | Reduce -1.2% | 35,210 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 34,821 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -62.0% | 32,436 | $3.1M |
| Engineers Gate Manager LP | 0.05% | Add +610.2% | 31,661 | $3.0M |
| Ardsley Advisory Partners LP | 0.68% | Add +24.0% | 31,000 | $3.0M |
| LPL Financial LLC | 0.00% | Add +14.6% | 30,749 | $2.9M |
| Isthmus Partners, LLC | 0.35% | Add +0.3% | 29,565 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -87.9% | 29,299 | $2.8M |
| Oak Associates Ltd. | 0.20% | Reduce -0.3% | 28,248 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.0% | 27,672 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +2.4% | 27,275 | $2.6M |
| Shelton Capital Management | 0.06% | No change | 26,384 | $2.5M |
| Creative Planning | 0.00% | Add +3.5% | 24,197 | $2.3M |
"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.