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Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

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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

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries108.15%1.13%-9.28%
SectorTechnology Stocks 78.07%14.90%7.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group4.74M12.41%$991.92M
Blackrock funding, inc. /de4.63M12.27%$1.73B
Vanguard capital management1.71M4.55%$639.11M
Ameriprise financial1.56M4.14%$581.42M
Fmr1.42M3.76%$528.31M
State street1.27M3.38%$474.36M
Invesco1.19M3.15%$443.07M
Bank of america corp /de/1.03M2.72%$382.34M
Earnest partners954.26K2.53%$355.82M
Geode capital management938.24K2.49%$351.02M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kids capital management19.50K5.71%$7.27M
Scalar gauge management26.00K5.34%$9.69M
Daventry group, lp16.50K4.64%$6.15M
Analog century management lp332.94K4.54%$124.15M
Sora investors139.96K4.00%$52.19M
Potrero capital research18.59K3.85%$6.93M
G2 investment partners management53.00K3.60%$19.76M
4d advisors20.00K2.86%$7.46M
Compass wealth management35.74K2.52%$13.33M
Green alpha advisors10.07K2.52%$3.75M

Top Buyers

HolderShares% AssetsChange
Jane street group815.68K0.03%701.26K
D. e. shaw585.57K0.10%583.97K
Norges bank486.58K0.02%486.58K
Citadel advisors387.85K0.02%387.85K
Curated wealth partners340.00K0.05%340.00K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de4.63M0.03%-1.84M
Whale rock capital management---1.02M
Invesco1.19M0.04%-644.48K
Fuller & thaler asset management83.34K0.08%-386.59K
Earnest partners954.26K1.28%-272.23K

New Positions

HolderShares% AssetsChangeValue
Norges bank486.58K0.02%486.58K$181.43M
Citadel advisors387.85K0.02%387.85K$144.62M
Curated wealth partners340.00K0.05%340.00K$361.20K
Sixth street partners management company325.72K0.02%325.72K$121.45M
Munro partners135.05K1.11%135.05K$50.36M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202669415.67%40,771,676-0.42%1080.92%38214.37%22310.40%
Mar 31, 2026315-33.40%10,351,228-74.81%270.23%176-32.57%101-37.27%
Dec 31, 2025171-58.29%7,965,370-80.14%200.18%94-57.27%54-60.87%
Sep 30, 2025179-50.96%10,593,443-72.82%280.26%93-52.06%57-55.12%
Jun 30, 20253712.49%39,800,5330.21%1050.95%1943.74%13012.07%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.24M5.94%-
iShares Core S&P Mid-Cap ETF1.43M3.56%1.21K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
Vanguard MStar Total Stk Mkt Idx Invest1.21M3.02%-1.34K
Vanguard Total Stock Mkt Idx Inv1.21M3.02%5.14K
Vanguard Morn Total Stk Mkt Idx Investor1.21M3.02%5.14K
Columbia Seligman Tech & Info A941.41K2.35%20.75K
iShares Russell 2000 ETF902.63K2.26%8.32K
Vanguard Small Cap Index875.17K2.19%1.42K
Columbia Seligman Technology Growth820.10K2.05%117.92K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 08, 2026Vonne Elizabeth Karpinski EVP, General CounselSell$182.10K
Sep 08, 2026DelSanto Anne-Sell$76.36K
Aug 27, 2026Vonne Elizabeth Karpinski EVP, General CounselSell$263.08K
Aug 18, 2026Acebedo Eduardo Bernal EVP and COOSell$1.25M
Aug 18, 2026Acebedo Eduardo Bernal EVP and COOSell$125.75K

Insider Transactions Trends

DateBuySell
2026 Q3-23
2026 Q2-3
2026 Q1-29
2025 Q4-6
2025 Q3-5

AEIS Ownership FAQ

Who owns the most shares of Advanced Energy Industries?

Advanced Energy Industries’s largest shareholders are Vanguard group (4.74M shares, 12.41%), Blackrock funding, inc. /de (4.63M shares, 12.27%), and Vanguard capital management (1.71M shares, 4.55%). Together, they hold 29.23% 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?

Kids capital management is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 5.71% of its assets in 19.5K Advanced Energy Industries shares, valued at 7.27M$.

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 5.94% of its total shares outstanding invested in 2.24M Advanced Energy Industries shares.

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