Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

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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	47.66%	12.56%	39.78%
Industry	Electrical Equipment Stocks	30.79%	17.25%	51.96%

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	1.20M	3.17%	2.10K
Vanguard US Total Market Shares ETF	1.19M	3.15%	1.40K
iShares Russell 2000 ETF	917.81K	2.43%	110.88K
Vanguard Small Cap Index	857.24K	2.27%	2.23K
Columbia Seligman Technology Growth	855.02K	2.26%	-106.54K
Columbia Seligman Tech & Info A	752.95K	1.99%	-114.34K
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
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
Mar 10, 2026	Kelley Stephen Douglas	President and CEO	Sell	$379.16K
Mar 10, 2026	Kelley Stephen Douglas	President and CEO	Sell	$268.82K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	29
2025 Q4	-	6
2025 Q3	-	5
2025 Q2	-	2
2025 Q1	-	4

AEIS Ownership FAQ

Who Owns Advanced Energy Industries?

Advanced Energy Industries shareholders are primarily institutional investors at 20.86%, followed by 1.11% insiders and 78.03% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 30.79%, 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 (6.09M shares, 16.18%), Vanguard group (4.74M shares, 12.41%), and Fmr (2.73M shares, 7.27%). Together, they hold 35.86% 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?

Andar capital management hk is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 4.28% of its assets in 18.95K Advanced Energy Industries shares, valued at 3.97M$.

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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