ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
AEIS on Nasdaq
Shares outstanding
37,923,667
Price per share
$209.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
40,219,698
Total reported value
$6,839,377,860
% of total 13F portfolios
0.01%
Share change
+394,354
Value change
+$90,696,353
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
391
Price from insider filings
$218.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $663,277,802 5,520,874 BlackRock, Inc. 30 Jun 2025
VANGUARD GROUP INC 13% $469,795,893 4,913,669 The Vanguard Group 31 Dec 2024
FMR LLC 7.4% -21% $477,022,076 -$122,735,423 2,803,703 -20% FMR LLC 30 Sep 2025
AMERIPRISE FINANCIAL INC 4.8% -10% $309,711,967 -$31,026,901 1,820,336 -9.1% Ameriprise Financial, Inc. 30 Sep 2025
As of 30 Sep 2025, ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS) has 391 institutional shareholders filing 13F forms. They hold 40,219,698 shares. .

Top 25 institutional shareholders own 79% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 5,719,285 +0.48% 0.02% $973,079,172
VANGUARD GROUP INC 13% 4,873,015 -0.06% 0.01% $829,094,773
FMR LLC 7.2% 2,732,226 -19% 0.02% $464,861,001
AMERIPRISE FINANCIAL INC 4.8% 1,812,686 -9.1% 0.07% $308,410,969
STATE STREET CORP 4.3% 1,631,795 -1.4% 0.01% $277,633,601
Invesco Ltd. 4.2% 1,596,549 +388% 0.04% $271,636,847
EARNEST PARTNERS LLC 4.1% 1,541,967 -4.9% 1.1% $262,350,265
NEUBERGER BERMAN GROUP LLC 2.5% 941,080 -12% 0.12% $160,115,355
GEODE CAPITAL MANAGEMENT, LLC 2.4% 928,430 +0.3% 0.01% $157,984,918
BANK OF AMERICA CORP /DE/ 2.3% 888,250 -6.2% 0.01% $151,126,851
DIMENSIONAL FUND ADVISORS LP 2% 746,250 -8.5% 0.03% $126,956,210
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.9% 719,867 +18% 0.04% $122,478,171
GW&K Investment Management, LLC 1.8% 699,780 +52% 1.1% $119,062,000
PRINCIPAL FINANCIAL GROUP INC 1.6% 600,174 -2% 0.05% $102,113,604
LOOMIS SAYLES & CO L P 1.4% 527,880 -2.9% 0.11% $89,813,504
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 484,134 +2.9% 0.01% $82,370,559
Analog Century Management LP 1.2% 467,301 4.3% $79,506,592
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.2% 461,324 -1.2% 0.52% $78,490,484
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.2% 460,094 -30% 0.06% $78,280,393
NORTHERN TRUST CORP 1.1% 422,176 -0.73% 0.01% $71,829,026
BAMCO INC /NY/ 1% 391,985 +5% 0.18% $66,692,328
Channing Capital Management, LLC 0.99% 376,440 -31% 1.7% $64,047,502
GOLDMAN SACHS GROUP INC 0.98% 369,952 +28% 0.01% $62,943,680
SNYDER CAPITAL MANAGEMENT L P 0.97% 369,744 -16% 1.2% $62,908,244
MORGAN STANLEY 0.92% 349,029 -3.8% 0% $59,384,171

Institutional Holders of ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 283,840 $59,697,488 +$46,714,869 20,937.05% 17
2025 Q3 40,219,698 $6,839,377,860 +$90,696,353 17,014% 391
2025 Q2 39,862,995 $5,280,837,615 +$36,741,276 13,250% 367
2025 Q1 39,744,553 $3,787,866,347 -$128,183,364 9,531% 350
2024 Q4 40,902,019 $4,729,580,530 +$229,665,253 11,563% 316
2024 Q3 38,908,542 $4,095,620,369 -$114,624,809 10,524% 312
2024 Q2 39,849,754 $4,333,985,425 +$179,821,323 10,876% 303
2024 Q1 38,688,315 $3,945,138,956 -$129,842,156 10,198% 308
2023 Q4 961,839 $104,763,506 -$922,770 10,892% 3
2023 Q3 37,797,011 $3,897,561,842 +$65,770,470 10,312% 291
2023 Q2 37,375,777 $4,165,264,731 -$39,595,381 11,145% 285
2023 Q1 37,256,499 $3,651,105,686 +$16,715,434 9,800% 281
2022 Q4 36,869,802 $3,162,690,859 +$2,251,449 8,578% 299
2022 Q3 36,668,297 $2,838,578,712 +$11,553,143 7,741% 260
2022 Q2 36,536,957 $2,666,460,735 -$20,466,140 7,297.98% 247
2022 Q1 36,969,162 $3,182,468,359 +$41,023,274 8,608% 252
2021 Q4 36,302,678 $3,305,868,003 +$3,141,280 9,105.99% 258
2021 Q3 36,615,206 $3,213,488,974 -$70,472,618 8,774.98% 251
2021 Q2 37,308,458 $4,205,123,876 +$24,829,327 11,271% 271
2021 Q1 36,474,923 $3,982,772,105 -$55,020,435 10,916.98% 291
2020 Q4 34,345,715 $3,332,110,874 +$58,184,956 9,697% 275
2020 Q3 37,256,380 $2,345,238,414 +$2,257,012 6,293.96% 244
2020 Q2 45,091,930 $2,963,727,459 -$68,895,703 6,778.99% 222
2020 Q1 37,663,648 $1,825,390,276 -$81,837,295 4,848.96% 206
2019 Q4 39,469,120 $2,809,644,584 +$53,036,322 7,120% 237
2019 Q3 36,291,233 $2,081,846,879 -$36,703,372 5,740.98% 209
2019 Q2 37,013,535 $2,081,966,135 +$133,059,448 5,626.98% 206
2019 Q1 37,408,492 $1,858,974,693 +$35,220,445 4,968.02% 220
2018 Q4 36,717,172 $1,576,666,525 -$36,343,890 4,292.95% 230
2018 Q3 38,074,035 $1,966,688,435 -$10,250,875 5,164.98% 259
2018 Q2 38,014,673 $2,208,411,712 +$77,599,025 5,808.97% 283
2018 Q1 36,897,742 $2,357,128,887 +$40,419,845 6,389.89% 305
2017 Q4 38,562,765 $2,603,291,874 -$56,098,971 6,748% 317
2017 Q3 38,070,661 $3,075,001,079 +$58,700,263 8,075.97% 309
2017 Q2 37,398,529 $2,419,955,259 -$13,234,697 6,469% 297
2017 Q1 37,613,314 $2,579,084,713 +$246,864,179 6,855.98% 279
2016 Q4 38,025,806 $2,082,475,580 +$24,393,263 5,475% 258
2016 Q3 37,669,883 $1,781,540,140 -$21,155,460 4,732% 224
2016 Q2 38,187,528 $1,449,727,857 -$22,967,239 3,795.98% 200
2016 Q1 38,226,689 $1,329,796,650 +$22,182,899 3,478.94% 192
2015 Q4 38,529,489 $1,087,548,807 -$38,528,733 2,822.97% 170
2015 Q3 39,951,645 $1,050,672,415 +$31,246,239 2,629.99% 166
2015 Q2 38,259,994 $1,051,742,968 -$356,093 2,748.95% 177
2015 Q1 38,895,921 $997,762,623 +$11,263,095 2,566% 173
2014 Q4 36,022,870 $853,981,712 +$34,049,997 2,370.01% 165
2014 Q3 36,710,377 $689,828,540 +$17,370,178 1,879% 167
2014 Q2 35,474,700 $682,836,637 -$78,287,540 1,925% 153
2014 Q1 37,501,717 $918,055,621 +$59,004,024 2,449.99% 160