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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,159
shares
|
$163,048
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,135
shares
|
$159,671
0.0% of portfolio
|
Q2 2025
Reduced 32.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,077
shares
|
$151,512
0.0% of portfolio
|
Q1 2025
Added 85.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
989
shares
|
$139,132
0.0% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
956
shares
|
$134,490
0.02% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
830
shares
|
$116,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
597
shares
|
$83,985
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
551
shares
|
$77,514
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
539
shares
|
$75,826
0.0% of portfolio
|
Q1 2025
Added 47.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
511
shares
|
$71,887
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
446
shares
|
$62,743
0.0% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
428
shares
|
$60,211
0.0% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
406
shares
|
$57,116
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
373
shares
|
$52,473
0.0% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
364
shares
|
$51,207
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
342
shares
|
$48,112
0.0% of portfolio
|
Q1 2025
Reduced 83.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
328
shares
|
$46,143
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
325
shares
|
$45,721
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
324
shares
|
$45,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
313
shares
|
$44,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
313
shares
|
$44,032
0.0% of portfolio
|
Q2 2025
Added 42.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
262
shares
|
$36,858
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
242
shares
|
$34,044
0.0% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
239
shares
|
$33,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
210
shares
|
$29,542
0.01% of portfolio
|
Q2 2022
Added 9.38%
|