​

Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

OverviewForecastRevenueFinancialsChartTranscripts

Advanced Energy Industries Ownership Summary

Advanced Energy Industries is owned by 105.85% institutional investors, 1.14% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.14% 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 Industries105.85%1.14%-6.99%
SectorIndustrials Stocks 64.07%12.69%23.24%
IndustryElectrical Equipment Stocks41.64%18.77%39.59%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.69M15.14%$754.20M
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
Southernsun asset management196.64K3.66%$26.05M
Aristotle capital boston320.10K2.16%$42.41M
Compass wealth management66.11K2.09%$8.76M
Channing capital management549.18K2.02%$72.77M
Roubaix capital29.18K1.86%$3.87M
Qsv equity investors12.19K1.68%$1.61M
Tributary capital management187.04K1.67%$21.63M
Dean capital management30.65K1.67%$4.06M
Green alpha advisors11.14K1.41%$1.48M
Moody aldrich partners53.35K1.37%$7.07M

Top Buyers

HolderShares% AssetsChange
Norges bank596.29K0.01%596.29K
Massachusetts financial services co /ma/608.40K0.03%224.91K
Gw&k investment management461.88K0.55%161.41K
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
Summit partners public asset management354.92K1.19%-238.08K
Channing capital management549.18K2.02%-161.47K
Metlife investment management---148.48K

New Positions

HolderShares% AssetsChangeValue
Norges bank596.29K0.01%596.29K$68.95M
Oberweis asset management inc/114.70K0.66%114.70K$15.20M
Ceredex value advisors85.55K0.24%85.55K$11.34M
Castleark management45.89K0.18%45.89K$6.08M
Gabelli funds17.15K0.02%17.15K$2.27M

Sold Out

HolderChange
Tfc financial management-1.00
Toronto dominion bank-1.00
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Allspring global investments-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20253712.49%39,800,5330.21%1050.95%1943.74%13012.07%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.25M5.96%320.00
Columbia Seligman Technology Growth1.20M3.18%-186.26K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
Vanguard Total Stock Mkt Idx Inv1.19M3.14%-24.93K
Columbia Seligman Tech & Info A1.12M2.98%-73.83K
Vanguard Small Cap Index914.22K2.42%-6.37K
iShares Russell 2000 ETF888.66K2.36%-16.91K
Vanguard Information Technology ETF821.27K2.18%8.37K
Neuberger Berman Genesis Inv684.89K1.82%18.55K
Fidelity Low-Priced Stock671.97K1.78%-1.24K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 15, 2025DelSanto Anne-Sell$37.74K
Aug 15, 2025DelSanto Anne-Sell$38.50K
Aug 13, 2025Donaghey John EVP, Global SalesSell$160.73K
Jul 15, 2025DelSanto Anne-Sell$34.38K
Jul 09, 2025Donaghey John EVP, Global SalesSell$280.00K

Insider Transactions Trends

DateBuySell
2025 Q3-5
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 105.85%, followed by 1.14% insiders and -6.99% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 41.64%, which Advanced Energy Industries exceeds.

Who owns the most shares of Advanced Energy Industries?

Advanced Energy Industries’s largest shareholders are Blackrock funding, inc. /de (5.69M shares, 15.14%), Vanguard group (4.91M shares, 13.09%), and Fmr (3.96M shares, 10.55%). Together, they hold 38.78% 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?

Southernsun asset management is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 3.66% of its assets in 196.64K Advanced Energy Industries shares, valued at 26.05M$.

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