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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
2,517
shares
|
$354,091
0.02% of portfolio
|
Q1 2025
Added 43.42%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,500
shares
|
$351,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,448
shares
|
$344,384
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,406
shares
|
$338,476
0.07% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,401
shares
|
$337,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,389
shares
|
$336,084
0.0% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
2,370
shares
|
$333,411
0.0% of portfolio
|
Q3 2023
Reduced 31.86%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,325
shares
|
$327,081
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,279
shares
|
$320,609
0.0% of portfolio
|
Q1 2025
Added 415.61%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,189
shares
|
$307,948
0.1% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
2,178
shares
|
$306,401
0.01% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,169
shares
|
$305,134
0.0% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,141
shares
|
$301,195
0.0% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
2,040
shares
|
$286,987
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,012
shares
|
$283,048
0.01% of portfolio
|
Q3 2023
Added 7.94%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
2,005
shares
|
$282,063
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,990
shares
|
$279,953
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,883
shares
|
$264,900
0.11% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,804
shares
|
$253,786
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,775
shares
|
$249,707
0.02% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,718
shares
|
$241,688
0.0% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,610
shares
|
$226,494
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,236
shares
|
$173,880
0.01% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,220
shares
|
$171,629
0.02% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,193
shares
|
$167,831
0.04% of portfolio
|
Q2 2025
Added 31.1%
|