Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?
Advanced Energy Industries Ownership Summary
Advanced Energy Industries is owned by 20.86% institutional investors, 1.11% insiders, and 78.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.18% 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 | 20.86% | 1.11% | 78.03% |
| Sector | Industrials Stocks | 47.69% | 12.55% | 39.76% |
| Industry | Electrical Equipment Stocks | 30.79% | 16.75% | 52.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.09M | 16.18% | $1.27B |
| Vanguard group | 4.74M | 12.41% | $991.92M |
| Fmr | 2.73M | 7.27% | $464.86M |
| Ameriprise financial | 1.81M | 4.82% | $308.41B |
| State street | 1.63M | 4.34% | $277.63M |
| Invesco | 1.60M | 4.25% | $271.64M |
| Earnest partners | 1.41M | 3.75% | $294.87M |
| Geode capital management | 956.98K | 2.55% | $200.39M |
| Neuberger berman group | 941.08K | 2.50% | $160.12M |
| Gw&k investment management | 681.56K | 1.81% | $142.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Andar capital management hk | 18.95K | 4.28% | $3.97M |
| Analog century management lp | 467.30K | 4.27% | $79.51M |
| Southernsun asset management | 171.63K | 3.78% | $29.20M |
| Tributary capital management | 139.96K | 2.89% | $29.30M |
| Compass wealth management | 53.12K | 2.77% | $11.12M |
| Aristotle capital boston | 233.26K | 2.05% | $39.69M |
| Green alpha advisors | 10.32K | 1.98% | $2.16M |
| G2 investment partners management | 56.04K | 1.93% | $9.54M |
| Dean capital management | 28.23K | 1.87% | $4.80M |
| Channing capital management | 376.44K | 1.69% | $64.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 1.60M | 0.04% | 1.27M |
| Norges bank | 589.40K | 0.01% | 589.40K |
| Analog century management lp | 467.30K | 4.27% | 467.30K |
| Fuller & thaler asset management | 427.67K | 0.31% | 404.36K |
| Blackrock funding, inc. /de | 6.09M | 0.02% | 365.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.73M | 0.02% | -650.73K |
| Manufacturers life insurance company, the | 460.09K | 0.06% | -198.93K |
| Macquarie group | - | - | -195.18K |
| Ameriprise financial | 1.81M | 0.07% | -181.95K |
| Jpmorgan chase | 68.19K | 0.00% | -173.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 589.40K | 0.01% | 589.40K | $123.40M |
| Analog century management lp | 467.30K | 4.27% | 467.30K | $79.51M |
| Wellington management group llp | 294.89K | 0.01% | 294.89K | $50.17M |
| T. rowe price investment management | 235.63K | 0.02% | 235.63K | $40.09M |
| Congress asset management co /ma | 226.88K | 0.33% | 226.88K | $47.50M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Toronto dominion bank | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Mendota financial group | -4.00 |
| Tortoise investment management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 320 | -0.31% | 40,992,441 | 6.57% | 109 | 1.04% | 165 | 13.79% | 105 | -6.25% |
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 | 1.22M | 3.23% | 1.22M |
| Vanguard Total Stock Mkt Idx Inv | 1.19M | 3.16% | 2.75K |
| Vanguard US Total Market Shares ETF | 1.19M | 3.15% | 1.40K |
| iShares Russell 2000 ETF | 909.28K | 2.41% | 102.34K |
| Columbia Seligman Tech & Info A | 867.29K | 2.30% | -483.56K |
| Vanguard Small Cap Index | 855.01K | 2.26% | -79.00 |
| Columbia Seligman Technology Growth | 855.02K | 2.26% | -106.54K |
| Vanguard Information Technology ETF | 756.77K | 2.00% | 3.14K |
| Neuberger Berman Genesis Inv | 684.89K | 1.82% | 18.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2026 | COLPITTS BERNARD RAYMOND JR | SVP, Chief Accounting Officer | Sell | $359.46K |
| Feb 23, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | Sell | $316.60K |
| Feb 23, 2026 | Vonne Elizabeth Karpinski | EVP, General Counsel | Sell | $0.33 |
| Feb 17, 2026 | DelSanto Anne | - | Sell | $74.65K |
| Feb 13, 2026 | Minnix Lanesha | - | Sell | $316.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 6 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 4 |
AEIS Ownership FAQ
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