Latest Period
Q1 2026
Security Snapshot
ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS) Institutional Ownership
CUSIP: 007973100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
570
Shares (Excl. Options)
40,921,384
Price
$322.71
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- Security type / class
- Equity / Common Stock
- Symbol
- AEIS on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 40,921,384
- Total 13F value
- $13,146,375,328
- Portfolio coverage rank
- 0.01%
- Share change
- +103,058
- Value change
- +$123,423,832
- Number of holders
- 570
- Shares outstanding
- 37,661,981
- SEC-reported price per share
- $339.42
- Insider filing price
- $339.42
Latest holder snapshot
5 signals
Issuer context
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AEIS - ADVANCED ENERGY INDUSTRIES INC - Common Stock is tracked under CUSIP 007973100.
- 570 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 462 to 570 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $8,606,071,669 to $13,146,375,328.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 570 institutions filings for Q1 2026.
Security key
007973100
Latest holder period
Q1 2026
13F holders
570
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
AEIS full holder history
ADVANCED ENERGY INDUSTRIES INC SEC filings
ADVANCED ENERGY INDUSTRIES INC company facts
ADVANCED ENERGY INDUSTRIES INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 007973100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
AEIS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | -19% | $1,455,967,091 | -$325,675,261 | 4,511,686 | -18% | BlackRock, Inc. | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2% | $759,417,455 | 2,353,249 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $639,311,496 | 1,981,070 | Vanguard Capital Management | 31 Mar 2026 | |||
| FMR LLC | 5.2% | -31% | $410,947,633 | -$176,064,217 | 1,962,780 | -30% | FMR LLC | 31 Dec 2025 |
| BlackRock Portfolio Management LLC | 5.2% | $743,495,708 | 1,958,423 | BlackRock Portfolio Management LLC | 31 Mar 2026 | |||
| 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 Mar 2026, 570 institutional investors reported holding 40,921,384 shares of ADVANCED ENERGY INDUSTRIES INC - Common Stock (AEIS). This represents 109% of the company’s total 37,661,981 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
74%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 6,470,740 | +6.3% | 0.04% | $2,088,172,391 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2% | 2,319,376 | 0% | 0.04% | $748,485,829 |
| Invesco Ltd. | 4.9% | 1,832,738 | +16% | 0.09% | $591,442,882 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 1,692,377 | 0% | 0.01% | $546,146,982 |
| FMR LLC | 4.2% | 1,586,650 | -15% | 0.03% | $512,027,920 |
| STATE STREET CORP | 3.9% | 1,451,136 | -5.6% | 0.02% | $468,296,099 |
| AMERIPRISE FINANCIAL INC | 3.5% | 1,310,558 | -20% | 0.1% | $422,933,595 |
| EARNEST PARTNERS LLC | 3.3% | 1,226,487 | -13% | 1.6% | $395,799,620 |
| GEODE CAPITAL MANAGEMENT, LLC | 3% | 1,120,237 | +17% | 0.02% | $364,084,837 |
| BANK OF AMERICA CORP /DE/ | 2.8% | 1,061,129 | +17% | 0.03% | $342,436,976 |
| Whale Rock Capital Management LLC | 2.7% | 1,022,112 | 4.3% | $329,845,764 | |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 652,107 | -3.9% | 0.04% | $210,387,144 |
| GW&K Investment Management, LLC | 1.6% | 601,105 | -12% | 1.7% | $193,984,000 |
| NEUBERGER BERMAN GROUP LLC | 1.5% | 583,343 | -23% | 0.14% | $188,250,627 |
| FRANKLIN RESOURCES INC | 1.4% | 532,529 | +9.2% | 0.04% | $171,852,434 |
| PRINCIPAL FINANCIAL GROUP INC | 1.3% | 504,435 | -13% | 0.09% | $162,786,218 |
| NORTHERN TRUST CORP | 1.3% | 480,894 | +19% | 0.02% | $155,189,302 |
| GOLDMAN SACHS GROUP INC | 1.2% | 469,942 | -12% | 0.02% | $151,655,072 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.2% | 469,935 | +9.9% | 0.51% | $151,652,723 |
| ALLIANCEBERNSTEIN L.P. | 1.2% | 457,543 | -19% | 0.03% | $95,795,778 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 417,805 | -11% | 0.02% | $134,829,852 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.1% | 406,171 | -28% | 0.05% | $131,075,444 |
| WELLINGTON MANAGEMENT GROUP LLP | 1% | 387,476 | -9.4% | 0.02% | $125,042,381 |
| Fisher Asset Management, LLC | 0.91% | 344,155 | -13% | 0.04% | $111,062,258 |
| LOOMIS SAYLES & CO L P | 0.89% | 336,351 | -31% | 0.15% | $108,543,831 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 40,921,384 | $13,146,375,328 | +$123,423,832 | $322.71 | 570 |
| 2025 Q4 | 41,095,895 | $8,606,071,669 | +$197,140,213 | $209.37 | 462 |
| 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 |