Advanced Energy IndustriesAEIS
13F holders, Q1 2026 (March 31)579holders +114
156new positions
41sold out
10famous investors
$321.18avg. 13F price*
At the end of Q1 2026, 579 institutions reported holding Advanced Energy Industries (AEIS) in their 13F filings, up 114 from Q4 2025. 156 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($2.1B), Vanguard Portfolio Management LLC ($748.5M) and Invesco Ltd. ($591.4M). 10 famous investors held it, including Alex Sacerdote (4.3% of Whale Rock Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 156 | $701.4M |
| Exits | 41 | $30.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,180,122 shares bought and 4,300,076 shares sold, net +880,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 579 holders
| BlackRock, Inc. | 0.04% | Add +6.3% | 6,470,740 | $2.1B |
| Vanguard Portfolio Management LLC | 0.04% | — | 2,319,376 | $748.5M |
| Invesco Ltd. | 0.06% | Add +16.4% | 1,832,738 | $591.4M |
| Vanguard Capital Management LLC | 0.01% | — | 1,692,377 | $546.1M |
| FMR LLC | 0.03% | Reduce -15.3% | 1,586,650 | $512.0M |
| State Street Corp. | 0.02% | Reduce -5.6% | 1,451,136 | $468.3M |
| Ameriprise Financial Inc. | 0.10% | Reduce -20.2% | 1,310,558 | $422.9M |
| Earnest Partners LLC | 1.63% | Reduce -12.9% | 1,226,487 | $395.8M |
| Geode Capital Management, LLC | 0.02% | Add +17.1% | 1,120,237 | $364.1M |
| Bank of America Corp. | 0.03% | Add +16.6% | 1,061,129 | $342.4M |
| Whale Rock Capital Management | 4.26% | New | 1,022,112 | $329.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -4.0% | 652,107 | $210.4M |
| GW&K Investment Management, LLC | 1.71% | Reduce -11.8% | 601,105 | $194.0M |
| Neuberger Berman Group LLC | 0.14% | Reduce -22.6% | 583,343 | $188.3M |
| Franklin Resources Inc. | 0.04% | Add +9.2% | 532,529 | $171.9M |
| Principal Financial Group Inc. | 0.09% | Reduce -13.0% | 504,435 | $162.8M |
| Northern Trust Corp. | 0.02% | Add +19.0% | 480,894 | $155.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -11.8% | 469,942 | $151.7M |
| Fuller & Thaler Asset Management, Inc. | 0.51% | Add +9.9% | 469,935 | $151.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -11.4% | 417,805 | $134.8M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -28.3% | 406,171 | $131.1M |
| Wellington Management Group LLP | 0.02% | Reduce -9.4% | 387,476 | $125.0M |
| Fisher Asset Management | 0.04% | Reduce -12.7% | 344,155 | $111.1M |
| Loomis Sayles & Co. L P | 0.15% | Reduce -31.3% | 336,351 | $108.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +17.0% | 335,591 | $108.3M |
| Analog Century Management LP | 5.00% | Reduce -30.0% | 324,651 | $104.8M |
| Morgan Stanley | 0.01% | Reduce -19.2% | 316,505 | $102.1M |
| Silvercrest Asset Management Group LLC | 0.71% | Reduce -20.5% | 304,209 | $98.2M |
| Millennium Management | 0.08% | Add +50.6% | 303,180 | $97.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -18.8% | 457,543 | $95.8M |
| BNP Paribas Financial Markets | 0.06% | Add +134.1% | 291,430 | $94.0M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 281,624 | $90.9M |
| Baron Capital (BAMCO) | 0.26% | Reduce -10.2% | 268,725 | $86.7M |
| New York State Common Retirement Fund | 0.12% | Reduce -3.7% | 266,606 | $86.0M |
| Snyder Capital Management L P | 1.65% | Reduce -18.5% | 263,357 | $85.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 262,744 | $84.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +262.7% | 254,394 | $82.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -17.5% | 231,240 | $74.6M |
| Channing Capital Management, LLC | 1.91% | Reduce -22.5% | 230,533 | $74.4M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -25.3% | 227,890 | $73.5M |
| Sei Investments Co. | 0.07% | Add +9.8% | 223,293 | $72.1M |
| TD Asset Management Inc | 0.06% | Add +2483.4% | 215,142 | $69.4M |
| Congress Asset Management Co. | 0.48% | Reduce -8.6% | 207,371 | $66.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -2.6% | 204,192 | $65.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -17.7% | 203,880 | $65.8M |
| AQR Capital Management | 0.03% | Add +566.9% | 203,986 | $63.4M |
| Wells Fargo & Company | 0.01% | Reduce -34.6% | 190,930 | $61.6M |
| UBS Group AG | 0.01% | Reduce -5.7% | 177,392 | $57.2M |
| Driehaus Capital Management LLC | 0.42% | New | 177,018 | $57.1M |
| Summit Partners Public Asset Management, LLC | 2.49% | Reduce -48.1% | 166,418 | $53.7M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -9.9% | 160,533 | $51.8M |
| Aristotle Capital Boston, LLC | 3.04% | Reduce -19.4% | 151,391 | $48.9M |
| First Trust Advisors LP | 0.03% | Reduce -13.9% | 144,751 | $46.7M |
| JPMorgan Chase & Co. | 0.00% | Add +120.0% | 150,054 | $44.8M |
| Federated Hermes, Inc. | 0.06% | Add +11.7% | 120,608 | $38.9M |
| Sora Investors LLC | 3.57% | Reduce -31.5% | 120,268 | $38.8M |
| Rhumbline Advisers | 0.03% | Add +11.5% | 116,037 | $37.4M |
| Jane Street Group, LLC | 0.04% | Add +484.9% | 114,423 | $36.9M |
| Oribel Capital Management, LP | 5.59% | New | 113,800 | $36.7M |
| Hardman Johnston Global Advisors LLC | 1.70% | Reduce -8.9% | 111,130 | $35.9M |
| Nuveen, LLC | 0.01% | Add +9.4% | 108,570 | $35.0M |
| Senator Investment Group LP | 1.48% | New | 100,000 | $32.3M |
| MetLife Investment Management, LLC | 0.16% | Add +20.3% | 99,863 | $32.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.0% | 98,684 | $31.8M |
| Point72 Asset Management | 0.06% | Reduce -5.5% | 96,548 | $31.2M |
| Acadian Asset Management LLC | 0.04% | Add +563.9% | 92,675 | $29.9M |
| WCM Investment Management, LLC | 0.07% | Reduce -2.7% | 98,692 | $29.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.4% | 91,130 | $29.4M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +5.4% | 89,732 | $29.0M |
| Amanah Holdings Trust | 3.02% | No change | 85,000 | $27.4M |
| Ceredex Value Advisors LLC | 0.86% | Add +5.9% | 84,350 | $27.2M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -16.9% | 81,818 | $26.4M |
| Pinnacle Associates Ltd. | 0.33% | Reduce -11.1% | 79,632 | $25.7M |
| Tributary Capital Management, LLC | 2.49% | Reduce -43.1% | 79,628 | $25.7M |
| Segall Bryant & Hamill, LLC | 0.36% | Reduce -51.2% | 77,539 | $25.0M |
| Susquehanna International Group, LLP | 0.03% | Add +2669.6% | 75,832 | $24.5M |
| Marshall Wace, LLP | 0.03% | Add +781.4% | 75,271 | $24.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +51.1% | 75,163 | $24.3M |
| Swiss National Bank | 0.01% | Add +0.4% | 74,600 | $24.1M |
| Bessemer Group Inc. | 0.04% | Add +82.7% | 74,154 | $23.9M |
| California Public Employees Retirement System | 0.01% | Add +10.0% | 72,359 | $23.4M |
| Axiom Investors LLC | 0.25% | New | 70,543 | $22.8M |
| Deutsche Bank AG | 0.01% | Reduce -2.7% | 70,297 | $22.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -29.8% | 68,879 | $22.2M |
| Citigroup Inc. | 0.01% | Reduce -32.4% | 67,428 | $21.8M |
| Lord, Abbett & Co. LLC | 0.07% | Reduce -41.1% | 67,220 | $21.7M |
| Peregrine Capital Management LLC | 0.74% | Reduce -20.3% | 61,641 | $19.9M |
| LPL Financial LLC | 0.01% | Add +36.5% | 59,649 | $19.2M |
| G2 Investment Partners Management LLC | 4.64% | Reduce -29.4% | 58,428 | $18.9M |
| Creative Planning | 0.01% | Add +26.9% | 55,620 | $17.9M |
| Tidal Investments LLC | 0.05% | Add +380.9% | 53,076 | $17.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -5.8% | 51,245 | $16.5M |
| Fiera Capital Corp | 0.06% | Reduce -6.0% | 51,117 | $16.5M |
| Legal & General Group Plc | 0.00% | Reduce -46.9% | 50,487 | $16.3M |
| Dana Investment Advisors, Inc. | 0.49% | Reduce -21.4% | 50,480 | $16.3M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +1033.2% | 50,452 | $16.3M |
| Oberweis Asset Management Inc./ | 0.47% | Add +23.9% | 49,183 | $15.9M |
| Handelsbanken Fonder AB | 0.05% | Reduce -46.3% | 49,139 | $15.9M |
| Mutual of America Capital Management LLC | 0.18% | Add +25.8% | 49,029 | $15.8M |
| Oppenheimer Asset Management Inc. | 0.18% | New | 48,243 | $15.6M |
"% of holder's portfolio" is AEIS's weight in each manager's 13F, not the share of Advanced Energy Industries the manager owns.