Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?
Advanced Energy Industries Ownership Summary
Advanced Energy Industries is owned by 108.15% institutional investors, 1.13% insiders. Vanguard group is the largest institutional shareholder, holding 12.41% 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 | 108.15% | 1.13% | -9.28% |
| Sector | Technology Stocks | 53.66% | 14.89% | 31.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.74M | 12.41% | $991.92M |
| Blackrock funding, inc. /de | 4.63M | 12.27% | $1.73B |
| Vanguard capital management | 1.71M | 4.55% | $639.11M |
| Ameriprise financial | 1.56M | 4.14% | $581.42M |
| Fmr | 1.42M | 3.76% | $528.31M |
| State street | 1.27M | 3.38% | $474.36M |
| Invesco | 1.19M | 3.15% | $443.07M |
| Bank of america corp /de/ | 1.03M | 2.72% | $382.34M |
| Earnest partners | 954.26K | 2.53% | $355.82M |
| Geode capital management | 938.24K | 2.49% | $351.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kids capital management | 19.50K | 5.71% | $7.27M |
| Scalar gauge management | 26.00K | 5.34% | $9.69M |
| Daventry group, lp | 16.50K | 4.64% | $6.15M |
| Analog century management lp | 332.94K | 4.54% | $124.15M |
| Sora investors | 139.96K | 4.00% | $52.19M |
| Potrero capital research | 18.59K | 3.85% | $6.93M |
| G2 investment partners management | 53.00K | 3.60% | $19.76M |
| 4d advisors | 20.00K | 2.86% | $7.46M |
| Compass wealth management | 35.74K | 2.52% | $13.33M |
| Green alpha advisors | 10.07K | 2.52% | $3.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 815.68K | 0.03% | 701.26K |
| D. e. shaw | 585.57K | 0.10% | 583.97K |
| Norges bank | 486.58K | 0.02% | 486.58K |
| Citadel advisors | 387.85K | 0.02% | 387.85K |
| Curated wealth partners | 340.00K | 0.05% | 340.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.63M | 0.03% | -1.84M |
| Whale rock capital management | - | - | -1.02M |
| Invesco | 1.19M | 0.04% | -644.48K |
| Fuller & thaler asset management | 83.34K | 0.08% | -386.59K |
| Earnest partners | 954.26K | 1.28% | -272.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 486.58K | 0.02% | 486.58K | $181.43M |
| Citadel advisors | 387.85K | 0.02% | 387.85K | $144.62M |
| Curated wealth partners | 340.00K | 0.05% | 340.00K | $361.20K |
| Sixth street partners management company | 325.72K | 0.02% | 325.72K | $121.45M |
| Munro partners | 135.05K | 1.11% | 135.05K | $50.36M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Dv trading | -1.00 |
| Activest wealth management | -1.00 |
| Dunhill financial | -1.00 |
| Flagship harbor advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 694 | 15.67% | 40,771,676 | -0.42% | 108 | 0.92% | 382 | 14.37% | 223 | 10.40% |
| 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% |
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 | 1.31M | 3.26% | 40.00 |
| Vanguard US Total Market Shares ETF | 1.19M | 3.15% | 1.40K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.21M | 3.02% | 5.14K |
| Vanguard Total Stock Mkt Idx Inv | 1.21M | 3.02% | 5.14K |
| iShares Russell 2000 ETF | 902.63K | 2.26% | 8.32K |
| Vanguard Small Cap Index | 872.29K | 2.18% | 3.63K |
| Columbia Seligman Tech & Info A | 820.10K | 2.05% | 124.96K |
| Columbia Seligman Technology Growth | 820.10K | 2.05% | 117.92K |
| Neuberger Berman Genesis Inv | 684.89K | 1.82% | 18.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2026 | DelSanto Anne | - | Sell | $93.15K |
| Jun 15, 2026 | Shirley Brian | - | Sell | $459.48K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 29 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 5 |
AEIS Ownership FAQ
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