Advanced Energy Industries Inc (AEIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,645,833Shares Outstanding

101,718Shares held by institutions

$31,951,658Value of institutional holdings

100.89%Institutional ownership %

1.75%Shares Changed QoQ

435No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Advanced Energy Industries Inc (NASDAQ:AEIS) includes 435 filers as of the latest reporting cycle ending December 2025.

Advanced Energy Industries saw its institutional ownership percentage fell to 100.9% in December 2025 from 106.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.75%, with a year-over-year an increase of 37.66% in the count of filers.
Of these 435 institutional investors, 242 increased their holdings in Advanced Energy Industries, while 152 of them reduced positions, and 41 investors maintained their exposure.
Collectively, institutional investors increased their stake in Advanced Energy Industries to 38.99Mn shares as of December 2025, a change that is up by 671.39K shares quarter on quarter and down 1.96Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Advanced Energy Industries as of December 31, 2025, with a position of 6.09Mn shares, representing 15.75% of the company's outstanding stock.
Among the most significant buyers of Advanced Energy Industries during December 2025 were NORGES BANK (589.40K), ALLIANCEBERNSTEIN L.P. (517.80K), FULLER & THALER ASSET MANAGEMENT, INC. (404.36K), BlackRock, Inc. (365.74K), CONGRESS ASSET MANAGEMENT CO (226.88K).
Leading sellers of Advanced Energy Industries stock in December 2025 included FMR LLC (859.61K), Analog Century Management LP (470.66K), T. Rowe Price Investment Management, Inc. (195.53K), Neuberger Berman Group LLC (187.33K), JPMORGAN CHASE & CO (173.49K).
The top 10 institutional holders of Advanced Energy Industries for the quarter ending December 2025 included BlackRock, Inc. (6.09Mn), VANGUARD GROUP INC (4.74Mn), FMR LLC (1.87Mn), AMERIPRISE FINANCIAL INC (1.64Mn), STATE STREET CORP (1.54Mn), EARNEST PARTNERS LLC (1.41Mn), GEODE CAPITAL MANAGEMENT, LLC (956.98K), BANK OF AMERICA CORP /DE/ (909.75K), Neuberger Berman Group LLC (753.75K), GW&K Investment Management, LLC (681.56K).

435 Institutional Holders

101,718 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,085,026	365,741	6.39%	$1,274,021,920.00
VANGUARD GROUP INC	31 Dec, 2025	4,737,657	-135,358	-2.78%	$991,923,246.00
FMR LLC	31 Dec, 2025	1,872,621	-859,605	-31.46%	$392,070,634.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	1,642,153	-170,533	-9.41%	$343,818,692.00
STATE STREET CORP	31 Dec, 2025	1,537,888	-93,907	-5.75%	$321,987,611.00
EARNEST PARTNERS LLC	31 Dec, 2025	1,408,368	-133,599	-8.66%	$294,870,008.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	956,979	28,549	3.07%	$200,392,890.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	909,748	21,498	2.42%	$190,473,949.00
Neuberger Berman Group LLC	31 Dec, 2025	753,753	-187,327	-19.91%	$157,813,270.00
GW&K Investment Management, LLC	31 Dec, 2025	681,560	-18,220	-2.60%	$142,700.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	678,901	-67,349	-9.02%	$142,150,288.00
NORGES BANK	31 Dec, 2025	589,400	589,400	0.00%	$123,402,678.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	579,542	-20,632	-3.44%	$121,338,707.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	566,418	-153,449	-21.32%	$118,590,937.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	563,547	517,796	1,131.77%	$117,989,835.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	544,565	174,613	47.20%	$114,015,632.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	489,500	-38,380	-7.27%	$102,486,615.00
FRANKLIN RESOURCES INC	31 Dec, 2025	487,494	173,836	55.42%	$102,066,620.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	471,510	-12,624	-2.61%	$98,720,049.00
Analog Century Management LP	31 Dec, 2025	463,939	-470,663	-50.36%	$97,134,908.00

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