Advanced Energy Industries Inc (AEIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

38,600,000Shares Outstanding

42,086,809Shares held by institutions

$16,139,870,383Value of institutional holdings

109.03%Institutional ownership %

1.15%Shares Changed QoQ

450No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Advanced Energy Industries Inc (NASDAQ:AEIS) has 450 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 107.6% of outstanding shares in December 2025, down from 109.1% in September 2025.
Their total shares held in AEIS increased 0.13% from the prior quarter, while the number of investors in Advanced Energy Industries increased 42.41% year over year.
Of these 450 holders, 252 added to their stakes in Advanced Energy Industries, 156 trimmed positions, and 42 made no changes.
Altogether, these fund groups held 41.54Mn shares in AEIS by December 2025, up by 55.38K shares quarter on quarter, and down 698.66K shares year over year.
CONGRESS ASSET MANAGEMENT CO leads ownership in AEIS with 207.37K shares as of December 31, 2025, equal to 0.54% of outstanding shares.
Top purchasers of AEIS stock for the quarter ending December 2025 included OPPENHEIMER ASSET MANAGEMENT INC. (48.24K), Retirement Systems of Alabama (46.27K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (12.82K), TEMA ETFS LLC (12.59K), Union Bancaire Privee, UBP SA (12.47K).
The biggest sellers of Advanced Energy Industries for the quarter ending December 2025 included CONGRESS ASSET MANAGEMENT CO (19.51K), PEREGRINE CAPITAL MANAGEMENT LLC (15.68K), State of Alaska, Department of Revenue (15.42K), Compass Wealth Management LLC (14.04K), PINNACLE ASSOCIATES LTD (9.94K).
Business Quant data shows the 10 biggest positions in Advanced Energy Industries as of December 2025 are held by CONGRESS ASSET MANAGEMENT CO (207.37K), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (89.73K), Amanah Holdings Trust (85.0K), PINNACLE ASSOCIATES LTD (79.63K), PEREGRINE CAPITAL MANAGEMENT LLC (61.64K), OPPENHEIMER ASSET MANAGEMENT INC. (48.24K), Retirement Systems of Alabama (46.27K), Compass Wealth Management LLC (39.08K), TEMA ETFS LLC (38.48K), STRS OHIO (26.2K).

450 Institutional Holders

42,086,809 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
Invesco Ltd.	31 Dec, 2025	1,574,009	-22,540	-1.41%	$329,550,265.00
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
Goldman Sachs Group Inc	31 Dec, 2025	1,065,130	695,178	187.91%	$223,006,384.00
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	-866,752	-48.79%	$190,473,949.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	855,348	832,030	3,568.19%	$179,084,002.00
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
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

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