ADVANCED ENERGY INDUSTRIES (AEIS) Institutional Ownership Changes & 13F Activity

ADVANCED ENERGY INDUSTRIES (AEIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Invesco Ltd., Jane Street Group, Llc, D. E. Shaw & Co., Inc., and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Gibbs Wealth ManagementSell-836-54.4%700$261.01KQ2 2026Oct 21, 2026
Cim Investment Management IncBuy+178+7.4%2,569$957.90KQ2 2026Sep 29, 2026
Envestnet Asset Management IncSell-39,673-19.5%164,207$61.23MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-346-5.3%6,172$2.30MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-220-13.9%1,362$507.80KQ2 2026Sep 23, 2026
State Street CorpSell-178,539-12.3%1,272,597$474.36MQ2 2026Sep 22, 2026
Skyview Investment Advisors, LlcBuy+1,000—1,000$373.00Q2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+217,739+95.5%445,629$166.16MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+387,850—387,850$144.62MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+7,220—7,220$2.69MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+4,080+46.2%12,906$4.81MQ2 2026Aug 27, 2026
Optimize Financial IncSell-4-0.3%1,168$435.51KQ2 2026Aug 27, 2026
First Eagle U.S. ValueBuy+9,717+11.9%91,535$34.13MQ2 2026Aug 24, 2026
California State Teachers Retirement SystemSell-211-0.5%44,098$16.44MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+276+2.6%10,935$4.08MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-122-10.8%1,008$373.68KQ2 2026Aug 20, 2026
Harvest Fund Management Co., LtdBuy+29+2.3%1,270$474.00KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+4,184+149.3%6,986$2.60MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,029—1,029$383.69KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+100+66.7%250$93.22KQ2 2026Aug 19, 2026
Public Employees Retirement System Of OhioBuy+10,728+893.3%11,929$4.45MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+1,885—1,885$702.86KQ2 2026Aug 17, 2026
Papamarkou Wellner Asset Management Inc.Buy+760—760$288.38KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Sell-551-5.5%9,550$3.56MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+7+140.0%12$4.48KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,559,661—1,559,661$581.42MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+1,188,258—1,188,258$443.07MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+701,257+612.9%815,680$304.14MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+583,973+36498.3%585,573$218.34MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+274,808+134.7%478,794$177.86MQ2 2026Aug 14, 2026
Showing 30 of 683

Frequently asked questions about AEIS activity

  • Which institutional owners are buying AEIS?

    Institutional owners buying AEIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AEIS activity?

    "Buy" means an investor increased their reported position in AEIS compared to the prior reporting period. This reflects growing exposure to ADVANCED ENERGY INDUSTRIES (AEIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AEIS increasing?

    Institutional interest in AEIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.