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Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

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Advanced Energy Industries Ownership Summary

Advanced Energy Industries is owned by 28.17% institutional investors, 1.14% insiders, and 70.69% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.21% of AEIS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries28.17%1.14%70.69%
SectorIndustrials Stocks 46.68%12.61%40.71%
IndustryElectrical Equipment Stocks25.42%18.45%56.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.72M15.21%$973.08M
Vanguard group4.87M12.96%$829.09M
Fmr2.73M7.27%$464.86M
Ameriprise financial1.81M4.82%$308.41B
State street1.63M4.34%$277.63M
Invesco1.60M4.25%$271.64M
Earnest partners1.54M4.10%$262.35M
Neuberger berman group941.08K2.50%$160.12M
Geode capital management928.43K2.47%$157.98M
Dimensional fund advisors lp746.25K1.98%$126.96M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Analog century management lp467.30K4.27%$79.51M
Southernsun asset management171.63K3.78%$29.20M
Tributary capital management344.65K2.78%$58.64M
Roubaix capital25.86K2.05%$4.40M
Aristotle capital boston233.26K2.05%$39.69M
G2 investment partners management56.04K1.93%$9.54M
Dean capital management28.23K1.87%$4.80M
Green alpha advisors10.47K1.72%$1.78M
Channing capital management376.44K1.69%$64.05M
Qsv equity investors9.46K1.65%$1.61M

Top Buyers

HolderShares% AssetsChange
Invesco1.60M0.04%1.27M
Norges bank596.29K0.01%596.29K
Analog century management lp467.30K4.27%467.30K
Wellington management group llp294.89K0.01%294.89K
Gw&k investment management699.78K1.05%237.90K

Top Sellers

HolderShares% AssetsChange
Fmr2.73M0.02%-650.73K
Manufacturers life insurance company, the460.09K0.06%-198.93K
Ameriprise financial1.81M0.07%-181.95K
Channing capital management376.44K1.69%-172.74K
First trust advisors lp134.22K0.02%-160.55K

New Positions

HolderShares% AssetsChangeValue
Norges bank596.29K0.01%596.29K$68.95M
Analog century management lp467.30K4.27%467.30K$79.51M
Wellington management group llp294.89K0.01%294.89K$50.17M
T. rowe price investment management235.63K0.02%235.63K$40.09M
Arrowstreet capital, limited partnership123.91K0.01%123.91K$21.08M

Sold Out

HolderChange
Tfc financial management-1.00
Toronto dominion bank-1.00
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Allspring global investments-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025179-50.96%10,593,443-72.82%280.26%93-52.06%57-55.12%
Jun 30, 20253712.49%39,800,5330.21%1050.95%1943.74%13012.07%
Mar 31, 20257-97.85%1,268,913-96.91%30.03%5-97.08%2-98.08%
Dec 31, 2024320-0.31%40,992,4416.57%1091.04%16513.79%105-6.25%
Sep 30, 20243202.89%38,466,270-3.47%1020.91%144-8.28%1132.73%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.24M5.94%-
Columbia Seligman Technology Growth1.20M3.18%-186.26K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
Vanguard Total Stock Mkt Idx Inv1.19M3.14%-24.93K
Columbia Seligman Tech & Info A1.12M2.98%-73.83K
Vanguard Small Cap Index914.22K2.42%-6.37K
iShares Russell 2000 ETF911.14K2.42%-
Vanguard Information Technology ETF821.27K2.18%8.37K
Neuberger Berman Genesis Inv684.89K1.82%18.55K
Fidelity Low-Priced Stock670.18K1.78%-1.80K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 15, 2025DelSanto Anne-Sell$52.42K
Dec 04, 2025Donikowski Tina-Sell$474.71K
Nov 19, 2025Oldham Paul R EVP, CFOSell$1.66M
Nov 18, 2025COLPITTS BERNARD RAYMOND JR SVP, Chief Accounting OfficerSell$473.75K
Nov 17, 2025DelSanto Anne-Sell$48.06K

Insider Transactions Trends

DateBuySell
2025 Q4-6
2025 Q3-5
2025 Q2-2
2025 Q1-4
2024 Q4-3

AEIS Ownership FAQ

Who Owns Advanced Energy Industries?

Advanced Energy Industries shareholders are primarily institutional investors at 28.17%, followed by 1.14% insiders and 70.69% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 25.42%, which Advanced Energy Industries exceeds.

Who owns the most shares of Advanced Energy Industries?

Advanced Energy Industries’s largest shareholders are Blackrock funding, inc. /de (5.72M shares, 15.21%), Vanguard group (4.87M shares, 12.96%), and Fmr (2.73M shares, 7.27%). Together, they hold 35.44% of Advanced Energy Industries’s total shares outstanding.

Does Blackrock own Advanced Energy Industries?

BlackRock is not among the top 10 institutional shareholders of Advanced Energy Industries.

Who is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested?

Analog century management lp is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 4.27% of its assets in 467.3K Advanced Energy Industries shares, valued at 79.51M$.

Who is the top mutual fund holder of Advanced Energy Industries shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Advanced Energy Industries shares, with 5.94% of its total shares outstanding invested in 2.24M Advanced Energy Industries shares.

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