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Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

OverviewForecastRevenueFinancialsChartTranscripts

Advanced Energy Industries Ownership Summary

Advanced Energy Industries is owned by 3.37% institutional investors, 1.15% insiders, and 95.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.89% of AEIS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries3.37%1.15%95.47%
SectorIndustrials Stocks 39.36%12.62%48.02%
IndustryElectrical Equipment Stocks24.63%20.04%55.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.96M15.89%$689.67M
Vanguard group4.91M13.09%$568.17M
Fmr3.96M10.55%$457.84M
Ameriprise financial2.34M6.23%$270.25M
State street1.76M4.70%$203.80M
Earnest partners1.64M4.38%$190.02M
Neuberger berman group1.04M2.76%$119.69M
Geode capital management878.63K2.34%$101.62M
Dimensional fund advisors lp877.56K2.34%$101.47M
Manufacturers life insurance company, the774.59K2.06%$89.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Channing capital management732.70K2.26%$84.72M
Compass wealth management68.84K1.92%$7.96M
Dean capital management35.63K1.75%$4.12M
Sora investors132.11K1.70%$15.28M
Tributary capital management187.04K1.67%$21.63M
Southernsun asset management115.67K1.67%$13.37M
Qsv equity investors14.97K1.66%$1.73M
Aristotle capital boston345.36K1.64%$32.92M
Summit partners public asset management618.30K1.36%$71.49M
Moody aldrich partners51.73K1.11%$5.98M

Top Buyers

HolderShares% AssetsChange
Summit partners public asset management618.30K1.36%618.30K
Norges bank596.29K0.01%596.29K
Silvercrest asset management group505.00K0.39%505.00K
Neuberger berman group1.04M0.10%157.81K
Manufacturers life insurance company, the774.59K0.08%138.81K

Top Sellers

HolderShares% AssetsChange
Fmr3.96M0.03%-279.18K
Ameriprise financial2.34M0.07%-243.35K
Guggenheim capital---105.70K
Price t rowe associates inc /md/242.06K0.00%-85.21K
Aristotle capital boston345.36K1.64%-79.14K

New Positions

HolderShares% AssetsChangeValue
Summit partners public asset management618.30K1.36%618.30K$71.49M
Norges bank596.29K0.01%596.29K$68.95M
Silvercrest asset management group505.00K0.39%505.00K$58.39M
Raymond james financial85.31K0.00%85.31K$9.86M
Crawford investment counsel57.98K0.10%57.98K$5.53M

Sold Out

HolderChange
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Allspring global investments-5.00
Jones financial companies lllp-19.00
Sachetta-30.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024311-0.96%39,849,7694.15%1061.01%1578.28%110-10.57%
Mar 31, 20243144.67%38,261,014-4.27%1020.90%1454.32%1237.89%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.27M6.02%-1.16K
Columbia Seligman Tech & Info A1.38M3.67%-
Columbia Seligman Technology Growth1.38M3.65%-5.80K
Vanguard Total Stock Mkt Idx Inv1.20M3.20%13.58K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
iShares Russell 2000 ETF957.81K2.54%468.00
Vanguard Small Cap Index946.93K2.51%5.25K
Vanguard Information Technology ETF806.99K2.14%6.18K
Fidelity Low-Priced Stock674.35K1.79%-161.53K
Neuberger Berman Genesis Inv666.34K1.76%-6.65K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 03, 2025Acebedo Eduardo Bernal EVP and COOSell$1.84M
Mar 03, 2025Acebedo Eduardo Bernal EVP and COOSell$311.45K
Feb 26, 2025Oldham Paul R EVP, CFOSell$132.63K
Feb 19, 2025Minnix Lanesha-Sell$206.99K
Nov 26, 2024Donikowski Tina-Sell$210.31K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1-4
2024 Q4-3
2024 Q3-3
2024 Q2-3

AEIS Ownership FAQ

Who Owns Advanced Energy Industries?

Advanced Energy Industries shareholders are primarily institutional investors at 3.37%, followed by 1.15% insiders and 95.48% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 24.63%, which Advanced Energy Industries falls below.

Who owns the most shares of Advanced Energy Industries?

Advanced Energy Industries’s largest shareholders are Blackrock funding, inc. /de (5.96M shares, 15.89%), Vanguard group (4.91M shares, 13.09%), and Fmr (3.96M shares, 10.55%). Together, they hold 39.53% 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?

Channing capital management is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 2.26% of its assets in 732.7K Advanced Energy Industries shares, valued at 84.72M$.

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 6.02% of its total shares outstanding invested in 2.27M Advanced Energy Industries shares.

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