Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?
Advanced Energy Industries Ownership Summary
Advanced Energy Industries is owned by 27.53% institutional investors, 1.05% insiders, and 71.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.21% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Advanced Energy Industries | 27.53% | 1.05% | 71.42% |
| Sector | Industrials Stocks | 49.74% | 15.78% | 34.48% |
| Industry | Electrical Equipment Stocks | 33.05% | 15.96% | 50.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.47M | 17.21% | $2.09B |
| Vanguard group | 4.74M | 12.41% | $991.92M |
| Invesco | 1.83M | 4.87% | $591.44M |
| Fmr | 1.59M | 4.22% | $512.03M |
| State street | 1.45M | 3.86% | $468.30M |
| Ameriprise financial | 1.31M | 3.49% | $422.93M |
| Earnest partners | 1.23M | 3.26% | $395.80M |
| Geode capital management | 1.12M | 2.98% | $364.08M |
| Whale rock capital management | 1.02M | 2.72% | $329.85M |
| Dimensional fund advisors lp | 652.11K | 1.73% | $210.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Analog century management lp | 324.65K | 5.00% | $104.77M |
| G2 investment partners management | 58.43K | 4.64% | $18.86M |
| Whale rock capital management | 1.02M | 4.26% | $329.85M |
| Sora investors | 120.27K | 3.57% | $38.81M |
| Green alpha advisors | 10.19K | 3.24% | $3.29M |
| Compass wealth management | 39.08K | 3.12% | $12.61M |
| 4d advisors | 15.00K | 3.07% | $4.84M |
| Aristotle capital boston | 151.39K | 3.04% | $48.88M |
| Amanah trust | 85.00K | 3.02% | $27.43M |
| Tributary capital management | 79.63K | 2.49% | $25.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whale rock capital management | 1.02M | 4.26% | 1.02M |
| Norges bank | 589.40K | 0.01% | 589.40K |
| Blackrock funding, inc. /de | 6.47M | 0.04% | 385.71K |
| Vanguard fiduciary trust | 262.74K | 0.02% | 262.74K |
| Invesco | 1.83M | 0.09% | 258.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 1.31M | 0.10% | -331.60K |
| Fmr | 1.59M | 0.03% | -285.97K |
| Macquarie group | - | - | -195.18K |
| Earnest partners | 1.23M | 1.63% | -181.88K |
| Neuberger berman group | 583.34K | 0.14% | -170.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Whale rock capital management | 1.02M | 4.26% | 1.02M | $329.85M |
| Norges bank | 589.40K | 0.01% | 589.40K | $123.40M |
| Vanguard fiduciary trust | 262.74K | 0.02% | 262.74K | $84.79M |
| Driehaus capital management | 177.02K | 0.42% | 177.02K | $57.13M |
| Oribel capital management, lp | 113.80K | 1.62% | 113.80K | $36.72M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Dunhill financial | -1.00 |
| Activest wealth management | -1.00 |
| Toronto dominion bank | -1.00 |
| Dv trading | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 315 | -33.40% | 10,351,228 | -74.81% | 27 | 0.23% | 176 | -32.57% | 101 | -37.27% |
| Dec 31, 2025 | 171 | -58.29% | 7,965,370 | -80.14% | 20 | 0.18% | 94 | -57.27% | 54 | -60.87% |
| Sep 30, 2025 | 179 | -50.96% | 10,593,443 | -72.82% | 28 | 0.26% | 93 | -52.06% | 57 | -55.12% |
| Jun 30, 2025 | 371 | 2.49% | 39,800,533 | 0.21% | 105 | 0.95% | 194 | 3.74% | 130 | 12.07% |
| Mar 31, 2025 | 7 | -97.85% | 1,268,913 | -96.91% | 3 | 0.03% | 5 | -97.08% | 2 | -98.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.24M | 5.94% | - |
| iShares Core S&P Mid-Cap ETF | 1.27M | 3.35% | -640.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.20M | 3.16% | 5.94K |
| Vanguard US Total Market Shares ETF | 1.19M | 3.15% | 1.40K |
| iShares Russell 2000 ETF | 887.81K | 2.33% | 7.47K |
| Vanguard Small Cap Index | 871.55K | 2.29% | 14.31K |
| Columbia Seligman Tech & Info A | 702.18K | 1.85% | -50.77K |
| Columbia Seligman Technology Growth | 702.18K | 1.85% | -152.84K |
| Neuberger Berman Genesis Inv | 684.89K | 1.82% | 18.55K |
| Fidelity Low-Priced Stock | 670.18K | 1.78% | -1.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | Sell | $356.84K |
| Apr 15, 2026 | DelSanto Anne | - | Sell | $91.32K |
| Mar 18, 2026 | Oldham Paul R | EVP, CFO | Sell | $1.36M |
| Mar 16, 2026 | DelSanto Anne | - | Sell | $75.02K |
| Mar 13, 2026 | Shirley Brian | - | Sell | $382.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 29 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | 2 |
AEIS Ownership FAQ
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