Advanced Energy IndustriesAEIS
13F holders, Q4 2025 (December 31)465holders +64
85new positions
33sold out
9famous investors
$209.40avg. 13F price*
At the end of Q4 2025, 465 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 64 from Q3 2025. 85 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($991.9M) and FMR LLC ($392.1M). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Advanced Energy Industries
- CUSIP
- 007973100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $159.4M |
| Exits | 33 | $65.2M |
All 13F filers, Q3 2025 → Q4 2025: 4,054,320 shares bought and 3,819,657 shares sold, net +234,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| BlackRock, Inc. | 0.02% | Add +6.4% | 6,085,026 | $1.3B |
| Vanguard Group Inc. | 0.01% | Reduce -2.8% | 4,737,657 | $991.9M |
| FMR LLC | 0.02% | Reduce -31.5% | 1,872,621 | $392.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -9.4% | 1,642,153 | $343.8M |
| Invesco Ltd. | 0.03% | Reduce -1.4% | 1,574,009 | $329.6M |
| State Street Corp. | 0.01% | Reduce -5.8% | 1,537,888 | $322.0M |
| Earnest Partners LLC | 1.26% | Reduce -8.7% | 1,408,368 | $294.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 956,979 | $200.4M |
| Bank of America Corp. | 0.01% | Add +2.4% | 909,748 | $190.5M |
| Neuberger Berman Group LLC | 0.12% | Reduce -19.9% | 753,753 | $157.8M |
| GW&K Investment Management, LLC | 1.23% | Reduce -2.6% | 681,560 | $142.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -9.0% | 678,901 | $142.2M |
| Norges Bank | 0.01% | — | 589,400 | $123.4M |
| Principal Financial Group Inc. | 0.06% | Reduce -3.4% | 579,542 | $121.3M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -21.3% | 566,418 | $118.6M |
| Alliancebernstein L.P. | 0.04% | Add +1131.8% | 563,547 | $118.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +44.0% | 532,565 | $111.5M |
| Loomis Sayles & Co. L P | 0.12% | Reduce -7.3% | 489,500 | $102.5M |
| Franklin Resources Inc. | 0.03% | Add +55.4% | 487,494 | $102.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.6% | 471,510 | $98.7M |
| Analog Century Management LP | 4.78% | Reduce -0.7% | 463,939 | $97.1M |
| Wellington Management Group LLP | 0.02% | Add +45.1% | 427,898 | $89.6M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Add +1734.1% | 427,674 | $89.5M |
| Northern Trust Corp. | 0.01% | Reduce -4.3% | 404,083 | $84.6M |
| Fisher Asset Management | 0.03% | Add +36.1% | 394,186 | $82.5M |
| Morgan Stanley | 0.00% | Add +12.2% | 391,641 | $82.0M |
| Silvercrest Asset Management Group LLC | 0.55% | Reduce -17.1% | 382,562 | $80.1M |
| Snyder Capital Management L P | 1.26% | Reduce -12.6% | 323,075 | $67.6M |
| Summit Partners Public Asset Management, LLC | 1.89% | Add +28.0% | 320,918 | $67.2M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -33.7% | 305,139 | $63.9M |
| Baron Capital (BAMCO) | 0.17% | Reduce -23.7% | 299,141 | $62.6M |
| Channing Capital Management, LLC | 1.60% | Reduce -20.9% | 297,581 | $62.3M |
| Wells Fargo & Company | 0.01% | Reduce -6.1% | 291,931 | $61.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +131.4% | 286,749 | $60.0M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +18.9% | 280,219 | $58.7M |
| New York State Common Retirement Fund | 0.08% | Reduce -7.1% | 276,793 | $58.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.0% | 258,372 | $54.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.6% | 247,786 | $51.9M |
| Congress Asset Management Co. | 0.33% | New | 226,882 | $47.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +9.2% | 209,722 | $43.9M |
| Sei Investments Co. | 0.04% | Reduce -12.8% | 203,463 | $42.6M |
| Millennium Management | 0.03% | Add +18.6% | 201,369 | $42.2M |
| UBS Group AG | 0.01% | Add +119.1% | 188,063 | $39.4M |
| Aristotle Capital Boston, LLC | 2.16% | Reduce -19.5% | 187,854 | $39.3M |
| Nomura Asset Management International Inc. | 0.06% | — | 178,204 | $37.3M |
| Sora Investors LLC | 3.16% | Add +473.0% | 175,528 | $36.8M |
| First Trust Advisors LP | 0.03% | Add +25.3% | 168,116 | $35.2M |
| Segall Bryant & Hamill, LLC | 0.45% | Add +12.0% | 159,035 | $33.3M |
| Tributary Capital Management, LLC | 2.89% | Reduce -18.8% | 139,959 | $29.3M |
| Public Sector Pension Investment Board | 0.09% | Reduce -11.1% | 130,591 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -8.1% | 124,499 | $26.1M |
| Southernsun Asset Management, LLC | 3.61% | Reduce -28.1% | 123,450 | $25.8M |
| Hardman Johnston Global Advisors LLC | 1.22% | Reduce -12.8% | 121,984 | $25.5M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -49.1% | 114,170 | $23.9M |
| Federated Hermes, Inc. | 0.04% | Add +137.1% | 107,951 | $22.6M |
| Rhumbline Advisers | 0.02% | Reduce -8.0% | 104,067 | $21.8M |
| WCM Investment Management, LLC | 0.04% | New | 101,392 | $21.6M |
| Point72 Asset Management | 0.04% | Add +2738.7% | 102,192 | $21.4M |
| Citigroup Inc. | 0.01% | Reduce -30.9% | 99,719 | $20.9M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 99,206 | $20.8M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -15.2% | 98,473 | $20.6M |
| Qube Research & Technologies Ltd | 0.03% | New | 98,119 | $20.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.2% | 95,785 | $20.1M |
| Legal & General Group Plc | 0.00% | Reduce -4.3% | 95,136 | $19.9M |
| Handelsbanken Fonder AB | 0.06% | Add +83.7% | 91,446 | $19.1M |
| Pinnacle Associates Ltd. | 0.24% | Reduce -6.1% | 89,568 | $18.8M |
| Fort Washington Investment Advisors Inc. | 0.10% | Reduce -15.3% | 85,162 | $17.8M |
| Amanah Holdings Trust | 2.61% | New | 85,000 | $17.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.1% | 84,857 | $17.8M |
| MetLife Investment Management, LLC | 0.08% | Reduce -27.3% | 82,991 | $17.4M |
| G2 Investment Partners Management LLC | 4.13% | Add +47.7% | 82,759 | $17.3M |
| Ceredex Value Advisors LLC | 0.50% | Reduce -17.7% | 79,650 | $16.7M |
| Peregrine Capital Management LLC | 0.50% | Reduce -9.7% | 77,323 | $16.2M |
| Bank of Montreal | 0.01% | Reduce -30.3% | 76,756 | $16.1M |
| Swiss National Bank | 0.01% | Add +1.8% | 74,300 | $15.6M |
| Ardsley Advisory Partners LP | 1.95% | Add +64.0% | 73,000 | $15.3M |
| Deutsche Bank AG | 0.00% | Reduce -6.4% | 72,277 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +103.3% | 70,145 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.8% | 68,193 | $14.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 65,758 | $13.8M |
| Dana Investment Advisors, Inc. | 0.39% | Add +11.7% | 64,236 | $13.4M |
| Barclays PLC | 0.01% | Add +7.1% | 61,058 | $12.8M |
| Freestone Grove Partners LP | 0.09% | Add +37.1% | 57,531 | $12.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.2% | 57,072 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Add +36.4% | 54,431 | $11.4M |
| Fiera Capital Corp | 0.04% | Add +25.5% | 54,369 | $11.4M |
| Prudential Financial Inc. | 0.01% | Add +43.8% | 54,103 | $11.3M |
| Compass Wealth Management LLC | 2.77% | Reduce -11.2% | 53,116 | $11.1M |
| Royce & Associates LP | 0.11% | Reduce -17.1% | 51,076 | $10.7M |
| Crawford Investment Counsel Inc. | 0.18% | Reduce -15.7% | 50,883 | $10.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +81.9% | 49,744 | $10.4M |
| Informed Momentum Co LLC | 1.15% | Reduce -2.0% | 49,169 | $10.3M |
| Castleark Management LLC | 0.30% | Add +3.0% | 49,133 | $10.3M |
| Creative Planning | 0.01% | Add +19.1% | 43,844 | $9.2M |
| LPL Financial LLC | 0.00% | Add +16.1% | 43,682 | $9.1M |
| Atom Investors LP | 0.69% | New | 41,372 | $8.7M |
| Bessemer Group Inc. | 0.01% | Add +2806.2% | 40,599 | $8.5M |
| Oberweis Asset Management Inc./ | 0.30% | Reduce -43.0% | 39,700 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +17.6% | 39,485 | $8.3M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -0.3% | 38,968 | $8.2M |
"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.