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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 102.49% institutional investors, 0.79% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.89% of AEIS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.43% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries102.49%0.79%-3.28%
SectorIndustrials Stocks 64.11%10.54%25.36%
IndustryElectrical Equipment Stocks40.74%17.21%42.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.96M15.89%$689.67M
Channing capital management732.70K1.95%$84.72M
Principal financial group475.67K1.27%$55.00M
Charles schwab investment management460.12K1.23%$53.20M
Bank of new york mellon407.06K1.08%$47.07M
New york state common retirement fund374.29K1.00%$43.28M
Gw&k investment management310.19K0.83%$35.87M
Tributary capital management187.04K0.50%$21.63M
Fisher asset management155.69K0.41%$18.00M
Fort washington investment advisors inc /oh/139.56K0.37%$16.14M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Channing capital management732.70K2.26%$84.72M
Compass wealth management68.84K1.92%$7.96M
Tributary capital management187.04K1.67%$21.63M
Moody aldrich partners51.73K1.11%$5.98M
Green alpha advisors9.14K0.85%$1.06M
Hardman johnston global advisors120.53K0.58%$13.94M
Isthmus partners29.47K0.41%$3.41M
Legato capital management22.41K0.34%$2.59M
Gw&k investment management310.19K0.30%$35.87M
Peregrine capital management87.73K0.30%$10.14M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de5.96M0.01%89.19K
Raymond james financial85.31K0.00%85.31K
Wealthfront advisers69.20K0.06%69.20K
Proficio capital partners34.34K0.00%34.34K
Fisher asset management155.69K0.01%29.97K

Top Sellers

HolderShares% AssetsChange
Edgestream partners---29.96K
Seizert capital partners---28.19K
Bank of new york mellon407.06K0.01%-17.53K
Channing capital management732.70K2.26%-16.26K
Principal financial group475.67K0.03%-8.18K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial85.31K0.00%85.31K$9.86M
Wealthfront advisers69.20K0.06%69.20K$20.54M
Proficio capital partners34.34K0.00%34.34K$34.34K
Portman square capital llp8.78K0.04%8.78K$1.01M
Gsa capital partners llp5.32K0.05%5.32K$615.00K

Sold Out

HolderChange
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Allspring global investments-5.00
Jones financial companies lllp-19.00
Sachetta-30.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20243144.67%38,261,014-4.27%1020.90%1454.32%1237.89%
Dec 31, 2023300-1.64%39,966,6493.76%1061.01%139-13.13%1147.55%
Sep 30, 20233052.69%38,519,7131.56%1021.01%16023.08%106-9.40%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.42M6.43%5.50K
Columbia Seligman Technology Growth1.39M3.69%-154.92K
Columbia Seligman Tech & Info A1.39M3.69%-27.37K
Vanguard Total Stock Mkt Idx Inv1.18M3.14%1.53K
Fidelity Low-Priced Stock1.05M2.78%-1.19K
iShares Russell 2000 ETF1.01M2.68%-7.70K
Vanguard Small Cap Index959.36K2.55%9.26K
Vanguard Information Technology ETF781.82K2.08%11.59K
Neuberger Berman Genesis Inv672.99K1.79%91.60K
Vanguard Institutional Extnd Mkt Idx Tr573.24K1.52%11.01K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 26, 2024Donikowski Tina-Sell$210.31K
Nov 19, 2024Minnix Lanesha-Sell$111.72K
Nov 04, 2024BALL FREDERICK-Sell$384.55K
Sep 03, 2024DelSanto Anne-Sell$15.49K
Aug 01, 2024DelSanto Anne-Sell$16.94K

Insider Transactions Trends

DateBuySell
2024 Q4-3
2024 Q3-3
2024 Q2-3
2024 Q1-3
2023 Q4-7

AEIS Ownership FAQ

Who Owns Advanced Energy Industries?

Advanced Energy Industries shareholders are primarily institutional investors at 102.49%, followed by 0.79% insiders and -3.28% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 40.74%, 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 (5.96M shares, 15.89%), Channing capital management (732.7K shares, 1.95%), and Principal financial group (475.67K shares, 1.27%). Together, they hold 19.11% 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?

Channing capital management is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 2.26% of its assets in 732.7K Advanced Energy Industries shares, valued at 84.72M$.

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 6.43% of its total shares outstanding invested in 2.42M Advanced Energy Industries shares.

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