Advanced Energy Industries AEIS Institutional Ownership

NASDAQ AEIS

$285.52 -3.20 (-1.11%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

677 Institutions

Increased 386 57.0%

Unchanged 71 10.5%

Reduced 220 32.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

104.93%

▼-3.98 pp QoQ

Shares Held by Institutions

40.82Mn

of 38.90Mn outstanding

▲+4.95% QoQ

Shares Outstanding

38.90Mn

-1.92Mn held outside 13F filers

Institutional Investors

677

filed 13F for Jun 2026

▲+99 vs prior quarter

Net Shares Added (QoQ)

+1.92Mn

accumulated since last quarter

Value of Holdings

$11.47Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Advanced Energy Industries Inc (NASDAQ:AEIS) has 677 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 104.9% of outstanding shares in June 2026, down from 108.9% in March 2026.
They increased total shares held in Advanced Energy Industries by 4.95% from last quarter, and the number of investors in AEIS increased 83.47% annually.
Of these 677 holders, 386 added to their stakes in Advanced Energy Industries, 220 trimmed positions, and 71 made no changes.
In total, institutional investors held 40.82Mn shares in Advanced Energy Industries as of June 2026, up by 1.92Mn shares quarter on quarter, and up 1.33Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Advanced Energy Industries with 4.63Mn shares, accounting for 11.89% of total shares outstanding.
Top purchasers of AEIS stock for the quarter ending June 2026 included JANE STREET GROUP, LLC (701.26K), D. E. Shaw & Co., Inc. (583.97K), NORGES BANK (486.58K), CITADEL ADVISORS LLC (387.85K), Curated Wealth Partners LLC (340.0K).
The largest sellers of Advanced Energy Industries for the quarter ending June 2026 were BlackRock, Inc. (1.84Mn), Invesco Ltd. (644.48K), FULLER & THALER ASSET MANAGEMENT, INC. (386.59K), EARNEST PARTNERS LLC (272.23K), BNP PARIBAS FINANCIAL MARKETS (228.15K).
Advanced Energy Industries's 10 largest shareholders as of June 2026 include BlackRock, Inc. (4.63Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.71Mn), Ameriprise Financial Inc (1.56Mn), FMR LLC (1.42Mn), State Street Corp (1.27Mn), Invesco Ltd. (1.19Mn), Bank Of America Corp /De/ (1.03Mn), EARNEST PARTNERS LLC (954.26K), GEODE CAPITAL MANAGEMENT, LLC (938.24K) per Business Quant data.

Form 13F Holdings

677 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.82Mn

Of outstanding 104.93%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,626,399	11.89%	▼1,844,341	-28.50%	$1.73Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,143,658	5.51%	▼175,718	-7.58%	$799.31Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,714,026	4.41%	▲21,649	+1.28%	$639.11Mn
4	Ameriprise Financial Inc	0000820027	1,559,661	4.01%	▲249,103	+19.01%	$581.42Mn
5	FMR LLC	0000315066	1,416,875	3.64%	▼169,775	-10.70%	$528.31Mn
6	State Street Corp	0000093751	1,272,597	3.27%	▼178,539	-12.30%	$474.36Mn
7	Invesco Ltd.	0000914208	1,188,258	3.05%	▼644,480	-35.16%	$443.07Mn
8	Bank Of America Corp /De/	0000070858	1,025,403	2.64%	▼35,726	-3.37%	$382.34Mn
9	EARNEST PARTNERS LLC	0001102578	954,262	2.45%	▼272,225	-22.20%	$355.82Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	938,239	2.41%	▼181,998	-16.25%	$351.02Mn
11	JANE STREET GROUP, LLC	0001595888	815,680	2.10%	▲701,257	+612.86%	$304.14Mn
12	Franklin Resources Inc	0000038777	686,434	1.76%	▲153,905	+28.90%	$255.95Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	655,584	1.69%	▲3,477	+0.53%	$244.38Mn
14	D. E. Shaw & Co., Inc.	0001009207	585,573	1.51%	▲583,973	+36,498.31%	$218.34Mn
15	GW&K Investment Management, LLC	0001082917	577,834	1.49%	▼23,271	-3.87%	$215.46K
16	WELLINGTON MANAGEMENT GROUP LLP	0000902219	509,090	1.31%	▲121,614	+31.39%	$189.82Mn
17	NORGES BANK	0001374170	486,582	1.25%	▲486,582	0.00%	$181.43Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	478,794	1.23%	▲274,808	+134.72%	$177.86Mn
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	445,629	1.15%	▲217,739	+95.55%	$166.16Mn
20	Neuberger Berman Group LLC	0001465109	414,656	1.07%	▼168,687	-28.92%	$154.61Mn

Showing 1 to 20 of 677 holders