Who owns Advanced Energy Industries (AEIS)
Which tracked institutional funds hold AEIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEIS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
263 tracked funds added or opened AEIS while 121 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AEIS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AEIS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AEIS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 644 tracked filers holding AEIS, 374 increased or opened the position and 308 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AEIS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 85
- Munro Partners$50M
- TUDOR INVESTMENT CORP ET AL$47M
- Artemis Investment Management LLP$44M
- Squarepoint Ops LLC$39M
- Jump Financial, LLC$36M
- CI INVESTMENTS INC.$32M
Full exits 56
- Whale Rock Capital Management LLC$330M
- GW&K Investment Management, LLC$194M
- T. Rowe Price Investment Management, Inc.$75M
- Channing Capital Management, LLC$74M
- Oribel Capital Management, LP$37M
- Senator Investment Group LP$32M
Largest adds
- JANE STREET GROUP, LLC$267M
- D. E. Shaw & Co., Inc.$218M
- AMERIPRISE FINANCIAL INC$158M
- NORGES BANK$140M
- AQR CAPITAL MANAGEMENT LLC$115M
- Qube Research & Technologies Ltd$105M
Largest trims
- Invesco Ltd.$133M
- FULLER & THALER ASSET MANAGEMENT, INC.$121M
- BNP PARIBAS FINANCIAL MARKETS$70M
- PRINCIPAL FINANCIAL GROUP INC$40M
- EARNEST PARTNERS LLC$40M
- BlackRock, Inc.$39M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,626,399 | $1.7B | 13.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,143,658 | $799M | 6.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,714,026 | $639M | 4.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,559,661 | $581M | 4.5% | 2026-Q2 |
| FMR LLC trimmed | 1,416,875 | $528M | 4.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,272,597 | $474M | 3.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,188,258 | $443M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,025,403 | $382M | 2.9% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 954,262 | $356M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 938,239 | $351M | 2.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 815,680 | $304M | 2.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 686,434 | $256M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 655,584 | $244M | 1.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 585,573 | $218M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 509,090 | $190M | 1.5% | 2026-Q2 |
| NORGES BANK added | 486,582 | $181M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 478,794 | $178M | 1.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 445,629 | $166M | 1.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 414,656 | $155M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 390,534 | $146M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 387,850 | $145M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 381,740 | $142M | 1.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 375,982 | $140M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 363,080 | $135M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 344,997 | $129M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 340,102 | $127M | 1.0% | 2026-Q2 |
| Analog Century Management LP added | 332,945 | $124M | 1.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 329,331 | $123M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 325,723 | $121M | 0.9% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 318,553 | $119M | 0.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 304,471 | $114M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 283,983 | $92M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 278,288 | $104M | 0.8% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 256,814 | $96M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 256,709 | $96M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 251,219 | $88M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 245,190 | $91M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 241,232 | $90M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 240,845 | $90M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 240,345 | $90M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 235,394 | $88M | 0.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 219,468 | $82M | 0.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 207,316 | $77M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 204,788 | $76M | 0.6% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 190,097 | $71M | 0.5% | 2026-Q2 |
| Driehaus Capital Management LLC added | 184,957 | $69M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 164,584 | $61M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 164,207 | $61M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 160,161 | $60M | 0.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 158,574 | $59M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 155,455 | $58M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 155,136 | $58M | 0.4% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 150,510 | $56M | 0.4% | 2026-Q2 |
| SORA INVESTORS LLC added | 139,963 | $52M | 0.4% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 139,367 | $52M | 0.4% | 2026-Q2 |
| Munro Partners new | 135,051 | $50M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 132,991 | $50M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 126,182 | $47M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 122,013 | $45M | 0.4% | 2026-Q2 |
| Artemis Investment Management LLP new | 118,889 | $44M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 115,235 | $43M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 113,729 | $42M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 109,174 | $41M | 0.3% | 2026-Q2 |
| Hardman Johnston Global Advisors LLC trimmed | 108,893 | $41M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 108,580 | $40M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 104,938 | $39M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 103,429 | $39M | 0.3% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 98,850 | $37M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 98,562 | $37M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 97,958 | $37M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 96,690 | $36M | 0.3% | 2026-Q2 |
| Tema ETFs LLC added | 96,621 | $36M | 0.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 91,535 | $34M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP added | 87,213 | $33M | 0.3% | 2026-Q2 |
| CI INVESTMENTS INC. new | 86,122 | $32M | 0.2% | 2026-Q2 |
| Amanah Holdings Trust | 85,000 | $32M | 0.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 83,344 | $31M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 82,512 | $29M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 76,320 | $28M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 75,137 | $28M | 0.2% | 2026-Q2 |
| DENDUR CAPITAL LP new | 75,000 | $28M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 74,131 | $28M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 73,912 | $28M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 73,471 | $27M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 73,170 | $27M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 72,835 | $27M | 0.2% | 2026-Q2 |
| THAMES CAPITAL MANAGEMENT LLC added | 70,220 | $26M | 0.2% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 70,060 | $26M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama added | 67,900 | $25M | 0.2% | 2026-Q2 |
| Aperture Investors, LLC new | 65,602 | $24M | 0.2% | 2026-Q2 |
| Troluce Capital Advisors LLC new | 65,000 | $24M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 64,077 | $24M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 63,278 | $24M | 0.2% | 2026-Q2 |
| PDT Partners, LLC added | 62,188 | $23M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board added | 62,056 | $23M | 0.2% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 58,540 | $22M | 0.2% | 2026-Q2 |
| Creative Planning added | 57,907 | $22M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 57,840 | $22M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 56,379 | $21M | 0.2% | 2026-Q2 |
| STEELHEAD PARTNERS LLC new | 55,174 | $21M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.