Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 433 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,941
shares
|
$595,493
0.01% of portfolio
|
Q3 2025
Reduced 58.91%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
2,877
shares
|
$582,534
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,872
shares
|
$581,522
0.13% of portfolio
|
Q3 2025
Reduced 51.86%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
2,838
shares
|
$574,638
0.08% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
2,822
shares
|
$571,398
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,817
shares
|
$570,386
0.01% of portfolio
|
Q3 2025
Added 46.49%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,791
shares
|
$565,121
0.01% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
2,780
shares
|
$562,894
0.03% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
2,722
shares
|
$551,150
0.05% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
2,696
shares
|
$545,886
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
2,690
shares
|
$544,671
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
2,458
shares
|
$497,695
0.0% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
2,448
shares
|
$495,671
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,430
shares
|
$492,026
0.19% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
2,370
shares
|
$479,877
0.0% of portfolio
|
Q3 2023
Reduced 31.86%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,325
shares
|
$470,766
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
2,265
shares
|
$458,617
0.02% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,246
shares
|
$454,770
0.1% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,225
shares
|
$450,518
0.0% of portfolio
|
Q3 2025
Reduced 51.4%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,221
shares
|
$449,708
0.0% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,196
shares
|
$444,646
0.0% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,169
shares
|
$439,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,156
shares
|
$436,546
0.05% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
2,056
shares
|
$416,298
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
2,052
shares
|
$415,488
0.03% of portfolio
|
Q3 2025
New holding
|
|