Who owns Axcelis Technologies (ACLS)?
108 holders named in SEC filings declare between 81.3% and 97.8% of Axcelis Technologies' shares outstanding, as of Sep 15, 2026. The largest are BlackRock (16.3%), Fidelity (FMR) (13.4%) and Vanguard (13.3%); the five largest hold 50.6% together. Another 336 institutions hold small positions worth 3.4%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 13.9% and sold 20.3% of the shares, a net sale of 6.4%; 102 opened a position, 109 added, 143 reduced and 43 sold out. Biggest buyers: Fidelity (FMR) (+1.7M shares) and Invesco (+362,649 shares). Biggest sellers: Balyasny (-748,344) and REINHART PARTNERS, LLC. (-729,085). Schedule 13D/G filings since Mar 31, 2026: FMR LLC raised its stake to 13.3% on Jun 30, 2026 and REINHART PARTNERS, LLC. fell below 5% (3.0% still declared) on Jun 30, 2026. Directors and officers, from their latest Form 4: Russell Low (0.50%). Over time, 428 managers declared Axcelis Technologies in their 13F for Q2 2026, against 126 for Q4 2019: together at most 100.6% of the shares outstanding, against 83.8%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 16.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 13.4% | Jun 30, 2026 | Q3 2020 |
| Vanguard | 13F | 13.3% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 4.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Victory Capital Management, Inc. | 13F | 3.7% | Jun 30, 2026 | Q4 2019 or earlier |
| REINHART PARTNERS, LLC. | 13F | 3.0% | Jun 30, 2026 | Q1 2024 |
| Geode Capital | 13F | 2.7% | Jun 30, 2026 | Q4 2019 or earlier |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13F | 2.6% | Jun 30, 2026 | Q4 2021 |
| Dimensional | 13F | 2.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Balyasny | 13F | 2.0% | Jun 30, 2026 | Q2 2025 |
| PRIMECAP MANAGEMENT CO/CA/ | 13F | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 1.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 1.3% | Jun 30, 2026 | Q1 2022 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13F | 1.3% | Jun 30, 2026 | Q1 2026 |
| UBS | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| American Century Companies, Inc. | 13F | 1.2% | Jun 30, 2026 | Q1 2022 |
| Morgan Stanley | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Boston Trust Walden Corp | 13F | 1.2% | Jun 30, 2026 | Q3 2024 |
| EMERALD ADVISERS, LLC | 13F | 1.1% | Jun 30, 2026 | Q1 2026 |
| Boston Partners | 13F | 0.98% | Jun 30, 2026 | Q1 2024 |
| Goldman Sachs | 13F | 0.76% | Jun 30, 2026 | Q4 2019 or earlier |
| EMERALD MUTUAL FUND ADVISERS TRUST | 13F | 0.71% | Jun 30, 2026 | Q1 2026 |
Axcelis Technologies institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 126 | 83.8% | $676.1M | 61.9% |
| Q4 2020 | 162 | 84.8% | $827.6M | 61.9% |
| Q4 2021 | 242 | 82.6% | $2.0B | 56.3% |
| Q4 2022 | 320 | 88.5% | $2.3B | 56.7% |
| Q4 2023 | 413 | 89.6% | $3.8B | 45.4% |
| Q4 2024 | 318 | 95.0% | $2.2B | 46.6% |
| Q4 2025 | 368 | 100.8% | $2.5B | 54.1% |
| Q2 2026 | 428 | 100.6% | $5.9B | 53.9% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.