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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
158
shares
|
$31,991
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
152
shares
|
$30,776
0.0% of portfolio
|
Q3 2025
Added 92.41%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
150
shares
|
$30,372
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
143
shares
|
$28,954
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
140
shares
|
$28,347
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
138
shares
|
$27,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
138
shares
|
$27,942
0.0% of portfolio
|
Q3 2025
Added 272.97%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
137
shares
|
$27,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
136
shares
|
$27,537
0.0% of portfolio
|
Q3 2025
Added 267.57%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
101
shares
|
$20,450
0.01% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
92
shares
|
$18,628
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
89
shares
|
$18,020
0.0% of portfolio
|
Q3 2025
Added 8800.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
86
shares
|
$17,413
0.0% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
86
shares
|
$17,413
0.01% of portfolio
|
Q3 2025
Added 8500.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
86
shares
|
$17,413
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
85
shares
|
$17,210
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
79
shares
|
$15,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
76
shares
|
$15,388
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
72
shares
|
$14,578
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$14,578
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
60
shares
|
$12,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$11,136
0.0% of portfolio
|
Q2 2022
Reduced 66.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
55
shares
|
$11,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
52
shares
|
$10,528
0.0% of portfolio
|
Q2 2025
New holding
|
|