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 quarterInstitutional holdersTotal reported valueTotal shares
Q2 20263$35,499,49095,206
Q1 20263$27,881,17786,397
Q4 20252$21,065,554100,614
Q3 20252$20,028,031117,715
Q2 20253$19,815,376149,550
Q1 20253$13,026,400136,674
Q4 20242$13,310,748115,115
Q3 20242$12,694,996120,629
Q2 20242$13,524,850124,355
Q1 20242$11,511,555160,355
Q4 20231$10,906,486100,133
Q3 20232$8,674,281109,415