​

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 5.96% 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 39.05%12.85%48.10%
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
Tfc financial management-1.00
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Allspring global investments-5.00
Global financial private client-6.00

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 ETF2.25M5.96%320.00
Vanguard Total Stock Mkt Idx Inv1.21M3.22%4.81K
Columbia Seligman Tech & Info A1.20M3.18%-186.26K
Columbia Seligman Technology Growth1.20M3.18%-186.26K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
Vanguard Small Cap Index920.59K2.44%-31.20K
iShares Russell 2000 ETF888.66K2.36%-16.91K
Vanguard Information Technology ETF812.90K2.16%4.07K
Neuberger Berman Genesis Inv684.89K1.82%18.55K
Fidelity Low-Priced Stock671.97K1.78%-1.24K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 15, 2025DelSanto Anne-Sell$34.38K
Jul 09, 2025Donaghey John EVP, Global SalesSell$280.00K
Jun 20, 2025Oldham Paul R EVP, CFOSell$154.00K
Jun 16, 2025DelSanto Anne-Sell$29.85K
Mar 03, 2025Acebedo Eduardo Bernal EVP and COOSell$311.45K

Insider Transactions Trends

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

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 5.96% of its total shares outstanding invested in 2.25M Advanced Energy Industries shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools