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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
110,147
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,012
shares
|
$20.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
100,518
shares
|
$20.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.1%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
99,465
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
99,254
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
96,750
shares
|
$19.6 Million
0.4% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
95,430
shares
|
$19.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
93,710
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
89,388
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2025
Added 23.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
85,837
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Peregrine Capital Management LLC
|
Oct 23, 2025 Q3 2025 |
85,659
shares
|
$17.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
77,567
shares
|
$15.7 Million
0.97% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
77,230
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
73,000
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
69,700
shares
|
$14.1 Million
0.5% of portfolio
|
Q3 2025
Reduced 39.23%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
67,359
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
61,576
shares
|
$12.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
61,019
shares
|
$12.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
60,323
shares
|
$12.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
59,824
shares
|
$12.1 Million
2.27% of portfolio
|
Q3 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
57,521
shares
|
$11.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
57,172
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
56,993
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,044
shares
|
$11.3 Million
2.77% of portfolio
|
Q3 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
51,883
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2024
Added 5.88%
|
|