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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
6,175
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 25.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,920
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,722
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
5,703
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,478
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,432
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 45.32%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
5,413
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.08%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,381
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,268
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
5,178
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,099
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,089
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,068
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Added 595.2%
|
|
|
Zebra Capital Management LLC
Stamford, CT |
May 15, 2023 Q1 2023 |
5,049
shares
|
$1.02 Million
2.47% of portfolio
|
Q1 2023
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
5,043
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
4,814
shares
|
$974,738
0.0% of portfolio
|
Q3 2025
Reduced 88.08%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,782
shares
|
$968,259
0.01% of portfolio
|
Q1 2024
Added 2.05%
|
|
|
Robotti Robert
New York, NY |
Nov 10, 2025 Q3 2025 |
4,725
shares
|
$956,718
0.14% of portfolio
|
Q2 2019
Reduced 11.27%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,681
shares
|
$947,808
0.01% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
4,648
shares
|
$941,127
0.0% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
4,610
shares
|
$933,432
0.03% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,577
shares
|
$926,750
0.0% of portfolio
|
Q3 2025
Reduced 89.99%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
4,543
shares
|
$919,866
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,542
shares
|
$919,664
0.01% of portfolio
|
Q3 2025
Reduced 87.85%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,505
shares
|
$912,172
0.0% of portfolio
|
Q3 2025
Reduced 26.11%
|
|