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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
1,432
shares
|
$289,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,397
shares
|
$282,864
0.0% of portfolio
|
Q3 2025
Added 497.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
1,392
shares
|
$281,852
0.0% of portfolio
|
Q3 2025
Reduced 23.14%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,361
shares
|
$275,575
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$274,562
0.0% of portfolio
|
Q3 2025
Reduced 69.86%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,346
shares
|
$272,538
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
1,321
shares
|
$267,476
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,233
shares
|
$249,657
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
1,233
shares
|
$249,657
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,226
shares
|
$248,240
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,224
shares
|
$247,835
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,197
shares
|
$242,368
0.01% of portfolio
|
Q3 2025
Reduced 71.48%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
1,193
shares
|
$241,558
0.05% of portfolio
|
Q2 2025
Added 31.1%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,182
shares
|
$239,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
1,178
shares
|
$238,521
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,169
shares
|
$236,699
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,155
shares
|
$233,864
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,146
shares
|
$232,042
0.01% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,144
shares
|
$231,637
0.0% of portfolio
|
Q2 2025
Reduced 33.41%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,103
shares
|
$223,335
0.03% of portfolio
|
Q3 2025
Added 1905.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,062
shares
|
$215,033
0.0% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
987
shares
|
$199,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
956
shares
|
$193,570
0.02% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
906
shares
|
$183,446
0.0% of portfolio
|
Q3 2025
Added 233.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
903
shares
|
$182,839
0.0% of portfolio
|
Q3 2025
New holding
|
|