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 432 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 $7.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
848
shares
|
$171,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
832
shares
|
$168,463
0.0% of portfolio
|
Q3 2025
Added 25.87%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
779
shares
|
$157,731
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
760
shares
|
$153,884
0.02% of portfolio
|
Q3 2025
Reduced 37.7%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
676
shares
|
$136,876
0.0% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
582
shares
|
$117,843
0.0% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
549
shares
|
$111,161
0.0% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
541
shares
|
$109,541
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
519
shares
|
$105,087
0.02% of portfolio
|
Q3 2025
Added 17200.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
519
shares
|
$105,087
0.01% of portfolio
|
Q3 2025
Reduced 59.45%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
429
shares
|
$86,863
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
387
shares
|
$78,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
385
shares
|
$77,954
0.0% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
381
shares
|
$77,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
374
shares
|
$75,727
0.0% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
373
shares
|
$75,525
0.0% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
328
shares
|
$66,413
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
325
shares
|
$65,806
0.0% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
325
shares
|
$65,806
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
316
shares
|
$63,983
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
264
shares
|
$53,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
242
shares
|
$49,000
0.0% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
212
shares
|
$42,925
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
210
shares
|
$42,520
0.01% of portfolio
|
Q2 2022
Added 9.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
173
shares
|
$35,029
0.0% of portfolio
|
Q3 2025
Added 203.51%
|
|