Who owns Advanced Energy Industries (AEIS)?
172 holders named in SEC filings declare between 76.0% and 96.6% of Advanced Energy Industries' shares outstanding, as of Aug 18, 2026. The largest are BlackRock (11.6%), Vanguard (10.3%) and Ameriprise Financial, Inc. (3.9%); the five largest hold 32.5% together. Another 511 institutions hold small positions worth 4.5%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 18.5% and sold 21.9% of the shares, a net sale of 3.4%; 166 opened a position, 205 added, 214 reduced and 66 sold out. Biggest buyers: Jane Street (+701,257 shares) and D. E. Shaw (+583,973 shares). Biggest sellers: BlackRock (-1.8M) and Whale Rock Capital Management LLC (-1.0M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. cut its stake to 9.4% on Jun 30, 2026 and FMR LLC fell below 5% (3.6% still declared) on Jun 30, 2026. Over time, 668 managers declared Advanced Energy Industries in their 13F for Q2 2026, against 244 for Q4 2019: together at most 105.6% of the shares outstanding, against 103.0%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 11.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Vanguard | 13F | 10.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Ameriprise Financial, Inc. | 13F | 3.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 3.5% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 3.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 3.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 2.6% | Jun 30, 2026 | Q4 2019 or earlier |
| EARNEST PARTNERS LLC | 13F | 2.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13F | 2.0% | Jun 30, 2026 | Q4 2021 |
| Franklin Templeton | 13F | 1.7% | Jun 30, 2026 | Q2 2025 |
| Dimensional | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| D. E. Shaw | 13F | 1.5% | Jun 30, 2026 | Q4 2019 or earlier |
| GW&K Investment Management, LLC | 13F | 1.4% | Jun 30, 2026 | Q2 2024 |
| Wellington | 13F | 1.3% | Jun 30, 2026 | Q3 2025 |
| Norges Bank | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| AQR | 13F | 1.2% | Jun 30, 2026 | Q1 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Neuberger Berman Group LLC | 13F | 1.0% | Jun 30, 2026 | Q1 2022 |
| Morgan Stanley | 13F | 0.98% | Jun 30, 2026 | Q4 2019 or earlier |
| Citadel | 13F | 0.97% | Jun 30, 2026 | Q2 2026 |
| Millennium | 13F | 0.95% | Jun 30, 2026 | Q3 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13F | 0.94% | Jun 30, 2026 | Q3 2020 |
| Goldman Sachs | 13F | 0.91% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.86% | Jun 30, 2026 | Q4 2019 or earlier |
Advanced Energy Industries institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 244 | 103.0% | $2.8B | 56.6% |
| Q4 2020 | 275 | 97.3% | $3.6B | 52.4% |
| Q4 2021 | 260 | 97.2% | $3.3B | 49.9% |
| Q4 2022 | 299 | 99.7% | $3.2B | 49.2% |
| Q4 2023 | 288 | 107.2% | $4.4B | 49.8% |
| Q4 2024 | 313 | 108.6% | $4.7B | 49.5% |
| Q4 2025 | 455 | 108.9% | $8.6B | 48.6% |
| Q2 2026 | 668 | 105.6% | $14.9B | 51.5% |
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.