Security Snapshot

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

CUSIP: 007973100

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

395

Shares (Excl. Options)

17.5MFull value: 17,496,568 · shares · 30 Sep 2026

Price

$281.82

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / COMMON STOCK
Symbol
AEIS on Nasdaq
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
17,496,568
Latest holder snapshot 5 signals
Total 13F value
$4,908,048,551
Portfolio coverage rank
0.01%
Share change
-437,085
Value change
-$142,256,834
Number of holders
395
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
37,943,760
SEC-reported price per share
$280.77
Insider filing price
$280.77
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • AEIS - ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK is tracked under CUSIP 007973100.
  • 395 institutions reported positions in Q3 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 682 to 395 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $14.95BFull value: $14,951,085,610 · USD · 30 Jun 2026
    to
    $4.91BFull value: $4,908,048,551 · USD · 30 Sep 2026
    .

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

Latest holder context comes from 395 institutions filings for Q3 2026.

Open SEC evidence

Security key

007973100

13F reference period

Q3 2026

13F holders

395

13D/G owners

6

CIK / CUSIP context first

Open Q3 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

Latest 13F filings Latest 13D/G filings All securities

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. 9.9% -17% $1,397,355,307 -$284,917,052 3,747,567 -17% BlackRock, Inc. 30 Jun 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
AMERIPRISE FINANCIAL INC 4.8% -10% $309,711,967 -$31,026,901 1,820,336 -9.1% Ameriprise Financial, Inc. 30 Sep 2025
FMR LLC 3.8% -28% $423,388,613 -$152,962,068 1,441,863 -27% FMR LLC 30 Jun 2026
BlackRock Portfolio Management LLC 2.3% -58% $327,690,176 -$402,547,204 878,832 -55% BlackRock Portfolio Management LLC 30 Jun 2026
As of 30 Sep 2026, 395 institutional investors reported holding
17.5MFull value: 17,496,568 · shares · 30 Sep 2026
shares of ADVANCED ENERGY INDUSTRIES INC - COMMON STOCK (AEIS). This represents 46% of the company’s total
37.94MFull value: 37,943,760 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
35%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD PORTFOLIO MANAGEMENT LLC 5.7% 2,166,739 +1.1% 0.03% $610,630,385
VANGUARD CAPITAL MANAGEMENT LLC 4.6% 1,736,800 +1.3% 0.01% $489,464,976
STATE STREET CORP 3.6% 1,347,160 +5.9% 0.01% $379,656,631
GEODE CAPITAL MANAGEMENT, LLC 2.5% 933,578 -0.5% 0.01% $263,155,461
EARNEST PARTNERS LLC 2.2% 850,854 -11% 0.94% $239,787,674
Qube Research & Technologies Ltd 1.6% 625,464 +84% 0.17% $176,268,264
DIMENSIONAL FUND ADVISORS LP 1.6% 621,042 -5.3% 0.03% $175,032,442
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.4% 530,682 +19% 0.12% $149,556,801
MORGAN STANLEY 1.3% 484,953 +24% 0.01% $136,669,863
Invesco Ltd. 1.2% 449,180 -62% 0.01% $126,587,908
NEUBERGER BERMAN GROUP LLC 1.1% 404,008 -2.6% 0.08% $113,857,535
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.86% 324,830 -14% 0.03% $91,543,591
RAYMOND JAMES FINANCIAL INC 0.83% 314,268 +31% 0.02% $88,567,000
FIRST TRUST ADVISORS LP 0.75% 283,399 +20% 0.05% $79,867,530
FRANKLIN TEMPLETON INC 0.74% 279,572 -59% 0.01% $59,146,253
LOS ANGELES CAPITAL MANAGEMENT LLC 0.69% 260,975 +37% 0.25% $73,547,977
VANGUARD FIDUCIARY TRUST CO 0.68% 257,381 +5% 0.02% $72,535,113
Fisher Asset Management, LLC 0.67% 253,002 -17% 0.02% $71,301,022
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.62% 234,739 -2.5% 0.03% $66,154,145
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.5% 188,440 0.55% $53,106,162
Varenne Capital Partners 0.48% 181,451 9.6% $51,136,520
CAPITAL FUND MANAGEMENT S.A. 0.47% 178,589 0.31% $50,329,951
CONGRESS ASSET MANAGEMENT CO 0.39% 147,598 -1.9% 0.27% $41,595,949
Ceredex Value Advisors LLC 0.36% 136,050 +38% 1.2% $38,341,611
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.35% 133,685 +91% 0.19% $37,675,107

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 17,496,568 $4,908,048,551 -$142,256,834 $281.82 395
2026 Q2 40,165,669 $14,951,085,610 -$94,720,514 $372.87 682
2026 Q1 40,945,822 $13,154,275,932 +$127,865,078 $322.71 577
2025 Q4 41,096,086 $8,606,111,659 +$197,140,213 $209.37 463
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
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