ADVANCED ENERGY INDUSTRIES (AEIS) Institutional Ownership
AEIS is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $34.13M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's AEIS position is now estimated to be worth approximately $28.79M, representing an estimated loss of -15.66% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ADVANCED ENERGY INDUSTRIES (AEIS).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 3 | $35,499,490 | 95,206 |
| Q1 2026 | 3 | $27,881,177 | 86,397 |
| Q4 2025 | 2 | $21,065,554 | 100,614 |
| Q3 2025 | 2 | $20,028,031 | 117,715 |
| Q2 2025 | 3 | $19,815,376 | 149,550 |
| Q1 2025 | 3 | $13,026,400 | 136,674 |
| Q4 2024 | 2 | $13,310,748 | 115,115 |
| Q3 2024 | 2 | $12,694,996 | 120,629 |
| Q2 2024 | 2 | $13,524,850 | 124,355 |
| Q1 2024 | 2 | $11,511,555 | 160,355 |
| Q4 2023 | 1 | $10,906,486 | 100,133 |
| Q3 2023 | 2 | $8,674,281 | 109,415 |
Related AEIS Institutional Insights:
- AEIS Institutional Ownership & Insiders Activity
- AEIS Institutional Ownership & 13F Activity
- AEIS Top Institutional Shareholders
- AEIS Institutional Buying Activity
- AEIS Institutional Selling Activity
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- AEIS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings