Advanced Energy Industries AEIS Institutional Ownership

NASDAQ AEIS

$247.55 +7.90 (+3.30%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

677 Institutions

Increased 388 57.3%

Unchanged 72 10.6%

Reduced 217 32.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

40.16Mn

of 40.00Mn outstanding

▼-1.96% QoQ

Shares Outstanding

40.00Mn

Institutional Investors

677

filed 13F for Jun 2026

▲+101 vs prior quarter

Net Shares Added (QoQ)

-804.56K

distributed since last quarter

Value of Holdings

$9.62Bn

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

Updated Oct 11, 2026

Advanced Energy Industries Inc (NASDAQ:AEIS) appeared in the 13F filings of 677 institutional investors for the quarter ended June 30, 2026.

Total shares held in Advanced Energy Industries fell 1.96% versus Q1 2026, while the number of holders rose 84.47% versus Q2 2025.
Among the 677 holders of Advanced Energy Industries, 388 added to their positions, 217 reduced their stakes and 72 left their positions unchanged.
The aggregate institutional position in Advanced Energy Industries was 40.16Mn shares at the end of Q2 2026, down 804.56K from the prior quarter and up 2.36Mn from a year earlier.
BlackRock, Inc. held the largest position in AEIS at 4.63Mn shares as of June 30, 2026.
The biggest increases in AEIS positions during Q2 2026 came from Jane Street Group, LLC (+701.26K shares), D. E. Shaw & Co., Inc. (+583.97K shares), AQR Capital Management LLC (+274.81K shares), Qube Research & Technologies Ltd (+271.22K shares) and Ameriprise Financial Inc (+249.1K shares).
The largest position reductions in AEIS for Q2 2026 were by BlackRock, Inc. (-1.84Mn shares), Invesco Ltd. (-644.48K shares), Fuller & Thaler Asset Management, Inc. (-386.59K shares), Earnest Partners LLC (-272.23K shares) and BNP Paribas Financial Markets (-228.15K shares).
According to Business Quant data, the leading holders of AEIS for Q2 2026 were BlackRock, Inc. (4.63Mn shares), Vanguard Portfolio Management LLC (2.14Mn shares), Vanguard Capital Management LLC (1.71Mn shares), Ameriprise Financial Inc (1.56Mn shares), FMR LLC (1.42Mn shares), State Street Corp (1.27Mn shares), Invesco Ltd. (1.19Mn shares), Bank of America Corp (1.03Mn shares), Earnest Partners LLC (954.26K shares) and Geode Capital Management, LLC (938.24K shares).

Form 13F Holdings

677 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.16Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,626,399	11.57%	▼1,844,341	-28.50%	$1.73Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,143,658	5.36%	▼175,718	-7.58%	$799.31Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,714,026	4.29%	▲21,649	+1.28%	$639.11Mn
4	Ameriprise Financial Inc	0000820027	1,559,661	3.90%	▲249,103	+19.01%	$581.42Mn
5	FMR LLC	0000315066	1,416,875	3.54%	▼169,775	-10.70%	$528.31Mn
6	State Street Corp	0000093751	1,272,597	3.18%	▼178,539	-12.30%	$474.36Mn
7	Invesco Ltd.	0000914208	1,188,258	2.97%	▼644,480	-35.16%	$443.07Mn
8	Bank Of America Corp /De/	0000070858	1,025,403	2.56%	▼35,726	-3.37%	$382.34Mn
9	EARNEST PARTNERS LLC	0001102578	954,262	2.39%	▼272,225	-22.20%	$355.82Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	938,239	2.35%	▼181,998	-16.25%	$351.02Mn
11	JANE STREET GROUP, LLC	0001595888	815,680	2.04%	▲701,257	+612.86%	$304.14Mn
12	Franklin Templeton Inc	0000038777	686,434	1.72%	▲153,905	+28.90%	$255.95Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	655,584	1.64%	▲3,477	+0.53%	$244.38Mn
14	D. E. Shaw & Co., Inc.	0001009207	585,573	1.46%	▲583,973	+36,498.31%	$218.34Mn
15	GW&K Investment Management, LLC	0001082917	577,834	1.44%	▼23,271	-3.87%	$215.46K
16	WELLINGTON MANAGEMENT GROUP LLP	0000902219	509,090	1.27%	▲121,614	+31.39%	$189.82Mn
17	NORGES BANK	0001374170	486,582	1.22%	▲486,582	0.00%	$181.43Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	478,794	1.20%	▲274,808	+134.72%	$177.86Mn
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	445,629	1.11%	▲217,739	+95.55%	$166.16Mn
20	Neuberger Berman Group LLC	0001465109	414,656	1.04%	▼168,687	-28.92%	$154.61Mn

Showing 1 to 20 of 677 holders