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 381 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 |
|---|---|---|---|---|---|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
3,361
shares
|
$472,825
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,360
shares
|
$472,684
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,258
shares
|
$458,335
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,177
shares
|
$446,940
0.01% of portfolio
|
Q4 2022
Added 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,160
shares
|
$444,548
0.0% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
3,143
shares
|
$442,157
0.0% of portfolio
|
Q1 2025
Added 48.39%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
2,972
shares
|
$418,100
0.07% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,957
shares
|
$415,990
0.0% of portfolio
|
Q1 2025
Added 621.22%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
2,922
shares
|
$411,066
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,877
shares
|
$404,736
0.14% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
2,843
shares
|
$399,953
0.0% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,837
shares
|
$399,109
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,826
shares
|
$397,561
0.0% of portfolio
|
Q1 2025
Added 118.22%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
2,780
shares
|
$391,090
0.02% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,696
shares
|
$379,273
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
2,690
shares
|
$378,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,681
shares
|
$377,163
0.0% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,675
shares
|
$376,319
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,656
shares
|
$373,646
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
2,643
shares
|
$371,817
0.01% of portfolio
|
Q1 2025
Reduced 69.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,640
shares
|
$371,395
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,613
shares
|
$367,596
0.0% of portfolio
|
Q4 2024
Added 36.32%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,609
shares
|
$367,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
2,600
shares
|
$365,768
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,537
shares
|
$356,905
0.0% of portfolio
|
Q1 2025
New holding
|