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
40,219,698
Total reported value
$6,839,377,860
% of total 13F portfolios
0.01%
Share change
+394,354
Value change
+$90,696,350
Number of holders
391
Price from insider filings
$209.37
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 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 Investors
2025 Q4 289,405 $60,862,485 +$46,946,174 $209.37 23
2025 Q3 40,219,698 $6,839,377,860 +$90,696,350 $170.14 391
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