AEIS Institutional Ownership & Shareholders

ADVANCED ENERGY INDUSTRIES (AEIS) is currently held by 666 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.52B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of AEIS tracked by InsiderSet, reporting ownership valued at approximately $1.73B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.03B, representing an estimated loss of -40.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed AEIS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in ADVANCED ENERGY INDUSTRIES (AEIS).

This page ranks the largest institutional AEIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

666

Total Reported Value

$14.52B

Largest Holder

Blackrock, Inc.

Largest Position

$1.73B

Insider Transactions (90d)

26

Latest Filing Quarter

Q2 2026

New Institutional Positions

82

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.03%4,626,399$1,725,045,343$1,027,338,162-$697,707,181-40.45%
Vanguard Portfolio Management Llc0.04%2,143,658$799,305,758$476,020,695-$323,285,063-40.45%
Vanguard Capital Management Llc0.01%1,714,026$639,108,875$380,616,614-$258,492,261-40.45%
Ameriprise Financial Inc0.12%1,559,661$581,423,959$346,338,322-$235,085,637-40.43%
Fmr Llc0.02%1,416,875$528,310,184$314,631,263-$213,678,922-40.45%
State Street Corp0.01%1,272,597$474,356,148$282,592,890-$191,763,258-40.43%
Invesco Ltd.0.04%1,188,258$443,065,639$263,864,571-$179,201,068-40.45%
Bank Of America Corp0.02%1,025,403$382,341,900$227,700,990-$154,640,910-40.45%
Earnest Partners Llc1.28%954,262$355,815,672$211,903,420-$143,912,252-40.45%
Geode Capital Management, Llc0.02%938,239$351,021,225$208,345,352-$142,675,873-40.65%
Jane Street Group, Llc0.19%815,680$304,142,601$181,129,901-$123,012,700-40.45%
Dimensional Fund Advisors Lp0.04%655,584$244,381,566$145,578,983-$98,802,583-40.43%
D. E. Shaw & Co., Inc.0.13%585,573$218,342,605$130,032,340-$88,310,265-40.45%
Gw&K Investment Management, Llc1.68%577,834$215,459,000$128,313,818-$87,145,182-40.45%
Wellington Management Group Llp0.03%509,090$189,824,388$113,048,525-$76,775,863-40.45%
Norges Bank0.02%486,582$181,431,830$108,050,399-$73,381,431-40.45%
Aqr Capital Management Llc0.06%478,794$177,859,819$106,320,996-$71,538,823-40.22%
Manufacturers Life Insurance Company, The0.13%445,629$166,161,685$98,956,376-$67,205,309-40.45%
Neuberger Berman Group Llc0.12%753,753$157,813,270$167,378,391+$9,565,121+6.06%
Morgan Stanley0.01%390,534$145,619,427$86,721,980-$58,897,447-40.45%
Citadel Advisors Llc0.08%387,850$144,617,629$86,125,971-$58,491,658-40.45%
Millennium Management Llc0.10%381,740$142,339,394$84,769,184-$57,570,210-40.45%
Massachusetts Financial Services Co0.04%375,982$140,192,409$83,490,563-$56,701,846-40.45%
Goldman Sachs Group Inc0.01%363,080$135,381,656$80,625,545-$54,756,111-40.45%
Northern Trust Corp0.01%344,997$128,639,031$76,610,034-$52,028,997-40.45%
Qube Research & Technologies Ltd0.14%340,102$126,813,833$75,523,050-$51,290,783-40.45%
Analog Century Management Lp4.54%332,945$124,145,202$73,933,767-$50,211,435-40.45%
Principal Financial Group Inc0.06%329,331$122,797,650$73,131,242-$49,666,408-40.45%
Charles Schwab Investment Management Inc0.02%325,723$121,452,335$72,330,049-$49,122,286-40.45%
Loomis Sayles & Co L P0.15%318,553$118,778,857$70,737,879-$48,040,978-40.45%
Fisher Asset Management, Llc0.03%304,471$113,528,105$67,610,830-$45,917,275-40.45%
Bnp Paribas Asset Management Holding S.A.0.10%278,288$103,765,247$61,796,633-$41,968,614-40.45%
Snyder Capital Management L P1.65%256,814$95,758,236$57,028,117-$38,730,119-40.45%
Bank Of New York Mellon Corp0.02%256,709$95,718,990$57,004,801-$38,714,189-40.45%
Alliancebernstein L.P.0.03%283,983$91,644,154$63,061,265-$28,582,889-31.19%
Vanguard Fiduciary Trust Co0.02%245,190$91,423,995$54,446,891-$36,977,104-40.45%
Hrt Financial Lp0.17%244,468$91,154,000$54,286,564-$36,867,436-40.45%
Susquehanna International Group, Llp0.08%241,232$89,948,176$53,567,978-$36,380,198-40.45%
Arrowstreet Capital, Limited Partnership0.04%240,845$89,803,875$53,482,041-$36,321,834-40.45%
Raymond James Financial Inc0.02%240,345$89,617,338$53,371,011-$36,246,327-40.45%
Jpmorgan Chase & Co0.01%251,219$88,074,289$55,785,691-$32,288,598-36.66%
First Trust Advisors Lp0.05%235,394$87,771,495$52,271,592-$35,499,903-40.45%
Price T Rowe Associates Inc0.01%219,468$81,834,000$48,735,064-$33,098,936-40.45%
Silvercrest Asset Management Group Llc0.51%207,316$77,303,600$46,036,591-$31,267,009-40.45%
Marshall Wace, Llp0.06%204,788$76,359,301$45,475,223-$30,884,078-40.45%
Los Angeles Capital Management Llc0.26%190,097$70,881,469$42,212,940-$28,668,529-40.45%
Driehaus Capital Management Llc0.40%184,957$68,964,917$41,071,551-$27,893,366-40.45%
Acadian Asset Management Llc0.08%174,328$64,975,000$38,711,276-$26,263,724-40.42%
Sei Investments Co0.05%164,584$61,368,341$36,547,523-$24,820,818-40.45%
Envestnet Asset Management Inc0.01%164,207$61,226,686$36,463,806-$24,762,880-40.44%
Showing 50 of 668

Frequently asked questions about AEIS

  • Who are the largest institutional holders of AEIS?

    The largest institutional holders of AEIS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Ameriprise Financial Inc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported AEIS position.

  • What is AEIS institutional ownership?

    This page tracks AEIS positions reported by institutional investment managers through SEC Form 13F. ADVANCED ENERGY INDUSTRIES (AEIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own AEIS?

    InsiderSet currently tracks 666 institutional managers reporting AEIS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AEIS shareholders.

  • How much AEIS stock do institutions own?

    Institutional investment managers disclosed approximately $14.52B in AEIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was AEIS institutional ownership last updated?

    The latest AEIS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional AEIS holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AEIS position after the reporting date.

  • Are institutions buying or selling AEIS?

    Institutional buying and selling can be analyzed by comparing AEIS positions across consecutive 13F reporting periods. InsiderSet's AEIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AEIS ownership changes.

  • How has AEIS institutional ownership changed over time?

    InsiderSet tracks AEIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.