ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK (AEIS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
AEIS on Nasdaq
Shares outstanding
37,745,768
Price per share
$253.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
40,996,388
Total reported value
$8,585,236,419
% of total 13F portfolios
0.01%
Share change
+787,599
Value change
+$179,272,259
Number of holders
452
Price from insider filings
$253.86
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% $731,515,805 5,520,874 BlackRock, Inc. 30 Jun 2025
VANGUARD GROUP INC 13% $476,232,799 4,913,669 The Vanguard Group 31 Dec 2024
FMR LLC 5.2% -31% $410,947,633 -$176,064,217 1,962,780 -30% FMR LLC 31 Dec 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 31 Dec 2025, 452 institutional investors reported holding 40,996,388 shares of ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK (AEIS). This represents 109% of the company’s total 37,745,768 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK (AEIS) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 6,085,026 +6.4% 0.02% $1,274,021,920
VANGUARD GROUP INC 13% 4,737,657 -2.8% 0.01% $991,923,246
FMR LLC 5% 1,872,621 -31% 0.02% $392,070,634
AMERIPRISE FINANCIAL INC 4.4% 1,642,153 -9.4% 0.08% $343,818,692
Invesco Ltd. 4.2% 1,574,009 -1.4% 0.05% $329,550,265
STATE STREET CORP 4.1% 1,537,888 -5.8% 0.01% $321,987,611
EARNEST PARTNERS LLC 3.7% 1,408,368 -8.7% 1.3% $294,870,008
GEODE CAPITAL MANAGEMENT, LLC 2.5% 956,979 +3.1% 0.01% $200,392,890
BANK OF AMERICA CORP /DE/ 2.4% 909,748 +2.4% 0.01% $190,473,949
NEUBERGER BERMAN GROUP LLC 2% 753,753 -20% 0.12% $157,813,270
GW&K Investment Management, LLC 1.8% 681,560 -2.6% 1.2% $142,700,000
DIMENSIONAL FUND ADVISORS LP 1.8% 678,901 -9% 0.03% $142,150,288
NORGES BANK 1.6% 589,400 0.01% $123,402,678
PRINCIPAL FINANCIAL GROUP INC 1.5% 579,542 -3.4% 0.06% $121,338,707
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.5% 566,418 -21% 0.04% $118,590,937
ALLIANCEBERNSTEIN L.P. 1.5% 563,547 +1132% 0.04% $117,989,835
GOLDMAN SACHS GROUP INC 1.4% 532,565 +44% 0.02% $111,503,192
LOOMIS SAYLES & CO L P 1.3% 489,500 -7.3% 0.12% $102,486,615
FRANKLIN RESOURCES INC 1.3% 487,494 +55% 0.03% $102,066,620
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 471,510 -2.6% 0.02% $98,720,049
Analog Century Management LP 1.2% 463,939 -0.72% 4.8% $97,134,908
WELLINGTON MANAGEMENT GROUP LLP 1.1% 427,898 +45% 0.02% $89,589,004
FULLER & THALER ASSET MANAGEMENT, INC. 1.1% 427,674 +1734% 0.3% $89,542,001
NORTHERN TRUST CORP 1.1% 404,083 -4.3% 0.01% $84,602,857
Fisher Asset Management, LLC 1% 394,186 +36% 0.03% $82,530,721

Institutional Holders of ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK (AEIS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 40,996,388 $8,585,236,419 +$179,272,259 $209.37 452
2025 Q3 40,048,878 $6,810,314,902 +$63,038,491 $170.14 395
2025 Q2 39,862,995 $5,280,837,615 +$36,741,282 $132.50 367
2025 Q1 39,744,553 $3,787,866,567 -$128,183,351 $95.31 350
2024 Q4 40,907,467 $4,730,236,062 +$165,304,721 $115.63 317
2024 Q3 39,472,862 $4,155,009,165 -$54,955,604 $105.24 313
2024 Q2 39,861,477 $4,335,260,873 +$86,934,432 $108.76 304
2024 Q1 39,125,699 $3,989,710,209 -$84,763,931 $101.98 308
2023 Q4 39,977,324 $4,358,738,927 +$144,479,441 $108.92 291
2023 Q3 38,514,032 $3,971,500,731 +$70,331,238 $103.12 295
2023 Q2 37,763,966 $4,208,527,985 +$48,355,651 $111.45 289
2023 Q1 37,260,716 $3,651,519,292 +$12,818,051 $98.00 283
2022 Q4 37,324,746 $3,201,863,910 +$5,304,434 $85.78 303
2022 Q3 37,201,284 $2,879,837,274 +$8,428,112 $77.41 265
2022 Q2 37,010,693 $2,701,437,331 -$15,720,987 $72.98 250
2022 Q1 37,342,602 $3,214,613,359 +$55,962,944 $86.08 255
2021 Q4 36,672,665 $3,339,336,003 -$3,134,002 $91.06 263
2021 Q3 36,822,182 $3,231,441,879 -$70,755,690 $87.75 252
2021 Q2 37,396,185 $4,215,111,652 +$67,907,338 $112.71 269
2021 Q1 36,845,587 $4,022,906,470 -$31,662,797 $109.17 292
2020 Q4 37,291,519 $3,617,653,874 +$29,767,796 $96.97 282
2020 Q3 37,325,354 $2,349,577,042 -$7,656,288 $62.94 248
2020 Q2 47,900,467 $3,154,016,434 +$555,701,588 $67.79 226
2020 Q1 38,199,941 $1,851,490,360 -$81,402,532 $48.49 212
2019 Q4 39,494,073 $2,811,426,346 +$53,575,832 $71.20 241
2019 Q3 38,730,720 $2,221,930,897 -$26,210,964 $57.41 217
2019 Q2 39,309,785 $2,211,096,135 +$86,956,485 $56.27 213
2019 Q1 38,070,791 $1,892,031,693 +$44,481,486 $49.68 228
2018 Q4 37,247,739 $1,599,443,525 -$45,718,921 $42.93 235
2018 Q3 38,077,405 $1,966,862,435 -$10,180,588 $51.65 261
2018 Q2 38,023,254 $2,208,909,712 +$40,062,080 $58.09 285
2018 Q1 37,097,195 $2,369,921,887 +$38,476,837 $63.90 308
2017 Q4 38,600,243 $2,605,819,874 -$56,848,749 $67.48 320
2017 Q3 38,070,910 $3,075,021,079 +$58,701,362 $80.76 310
2017 Q2 37,457,667 $2,423,780,259 -$12,416,908 $64.69 299
2017 Q1 37,638,874 $2,580,837,713 +$288,069,823 $68.56 281
2016 Q4 38,030,664 $2,082,741,580 +$24,402,507 $54.75 259
2016 Q3 37,669,883 $1,781,540,140 -$21,252,581 $47.32 222
2016 Q2 38,225,361 $1,451,165,857 -$23,888,943 $37.96 201
2016 Q1 39,068,911 $1,359,097,650 +$19,969,438 $34.79 193
2015 Q4 38,615,337 $1,089,972,807 -$36,914,753 $28.23 172
2015 Q3 40,003,086 $1,052,411,415 +$30,565,225 $26.30 168
2015 Q2 39,143,589 $1,076,032,968 +$1,949,405 $27.49 178
2015 Q1 39,100,986 $1,003,023,623 +$14,173,402 $25.66 172
2014 Q4 38,806,001 $919,940,712 +$44,126,570 $23.70 163
2014 Q3 37,252,652 $700,018,540 +$16,055,907 $18.79 167
2014 Q2 36,288,595 $698,502,637 -$65,232,698 $19.25 157
2014 Q1 37,696,700 $922,832,621 +$61,020,012 $24.50 161