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 382 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,735,906
shares
|
$818 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
4,866,155
shares
|
$694 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,319,757
shares
|
$331 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,657,000
shares
|
$236 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
1,639,968
shares
|
$234 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,168,410
shares
|
$167 Million
0.1% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
926,076
shares
|
$132 Million
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
916,655
shares
|
$131 Million
0.01% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
855,362
shares
|
$122 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
774,675
shares
|
$111 Million
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
710,649
shares
|
$101 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
633,286
shares
|
$90.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Summit Partners Public Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
593,000
shares
|
$84.6 Million
1.71% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
498,633
shares
|
$71.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
477,296
shares
|
$68.1 Million
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
465,162
shares
|
$66.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
444,832
shares
|
$63.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
May 15, 2025 Q1 2025 |
421,558
shares
|
$60.1 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
392,018
shares
|
$55.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
383,495
shares
|
$54.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
378,697
shares
|
$54 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
371,275
shares
|
$53 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
366,287
shares
|
$52.3 Million
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
345,362
shares
|
$49.3 Million
1.69% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
344,054
shares
|
$49.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.02%
|