Advanced Energy Industries Inc (AEIS) Ownership

89.17 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Advanced Energy Industries Inc (AEIS), owning a total of 6 million shares. Combined, the top 33 institutional holders of AEIS own 100.78% of the company with a total of 38.1 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders increased their combined ownership of AEIS by 1.3 million shares. 12 institutions bought 1,967,281 total additional shares and increased their ownership by an average of 10.50%. However 11 institutions sold 667,611 total shares and decreased their ownership by an average of 3.79%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Advanced Energy Industries increased by a net total of 1,299,670 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.742%1.518%5,964,42689,1922024-12-31
Vanguard Group Inc12.969%1.443%4,913,66969,9082024-12-31
FMR Inc10.451%-6.587%3,959,531-279,1832024-12-31
Ameriprise Financial Inc6.169%-9.430%2,337,203-243,3512024-12-31
State Street Corp4.652%3.486%1,762,49259,3762024-12-31
Earnest Partners LLC4.337%0.123%1,643,3272,0202024-12-31
Neuberger Berman Group LLC2.732%17.989%1,035,076157,8112024-12-31
Bank of America Corp2.327%-0.137%881,753-1,2072024-12-31
Geode Capital Management, LLC2.319%-0.653%878,630-5,7722024-12-31
Dimensional Fund Advisors, Inc.2.316%-2.697%877,563-24,3192024-12-31
Manufacturers Life Insurance Co2.044%21.834%774,586138,8142024-12-31
Channing Capital Management, LLC1.934%-2.172%732,697-16,2642024-12-31
Loomis, Sayles & Company LP1.708%-2.918%647,060-19,4462024-12-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC1.632%0.000%618,301618,3012024-12-31
NORGES BANK1.574%38.649%596,291166,2202024-12-31
Silvercrest Asset Management Group LLC1.333%0.000%505,001505,0012024-12-31
Principal Financial Group Inc1.256%-1.690%475,672-8,1762024-12-31
Goldman Sachs Group Inc1.227%23.475%465,04888,4132024-12-31
Charles Schwab Investment Management Inc1.214%4.197%460,12118,5332024-12-31
Northern Trust Corp1.208%13.288%457,75953,6922024-12-31
Snyder Capital Management LP1.157%-4.136%435,751-18,7982024-12-31
Massachusetts Financial Services Company1.153%-7.174%434,335-33,5672024-12-31
Bank of New York Mellon Corp1.081%-4.128%407,064-17,5282024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.742%1.518%5,964,42689,1922024-12-31
Vanguard Group Inc12.969%1.443%4,913,66969,9082024-12-31
FMR Inc10.451%-6.587%3,959,531-279,1832024-12-31
Ameriprise Financial Inc6.169%-9.430%2,337,203-243,3512024-12-31
State Street Corp4.652%3.486%1,762,49259,3762024-12-31
State Street Corporation4.599%-5.050%1,732,727-92,1562024-03-31
Earnest Partners LLC4.337%0.123%1,643,3272,0202024-12-31
Victory Capital Management Inc.2.813%-2.500%1,059,546-27,1722024-06-30
Neuberger Berman Group LLC2.732%17.989%1,035,076157,8112024-12-31
Bank of America Corp2.327%-0.137%881,753-1,2072024-12-31
Geode Capital Management, LLC2.319%-0.653%878,630-5,7722024-12-31
Dimensional Fund Advisors, Inc.2.316%-2.697%877,563-24,3192024-12-31
Manufacturers Life Insurance Co2.044%21.834%774,586138,8142024-12-31
Channing Capital Management, LLC1.934%-2.172%732,697-16,2642024-12-31
Loomis, Sayles & Company LP1.708%-2.918%647,060-19,4462024-12-31
Morgan Stanley - Brokerage Accounts1.676%-9.180%631,202-63,8002024-06-30
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC1.632%0.000%618,301618,3012024-12-31
NORGES BANK1.574%38.649%596,291166,2202024-12-31
Envestnet Asset Management Inc1.580%356.581%594,875464,5862023-03-31
First Trust Advisors L.P.1.456%11.818%545,07957,6102023-12-31
BAMCO Inc1.362%0.000%513,07102024-09-30
Silvercrest Asset Management Group LLC1.333%0.000%505,001505,0012024-12-31
Millennium Management LLC1.332%122.654%500,028275,4522022-12-31
Principal Financial Group Inc1.256%-1.690%475,672-8,1762024-12-31
Aristotle Capital Boston, LLC1.251%-3.264%471,157-15,8972024-09-30
Goldman Sachs Group Inc1.227%23.475%465,04888,4132024-12-31
Charles Schwab Investment Management Inc1.214%4.197%460,12118,5332024-12-31
Northern Trust Corp1.208%13.288%457,75953,6922024-12-31
Snyder Capital Management LP1.157%-4.136%435,751-18,7982024-12-31
Amvescap Plc.1.163%1.704%435,5767,2982023-12-31
Massachusetts Financial Services Company1.153%-7.174%434,335-33,5672024-12-31
Bank of New York Mellon Corp1.081%-4.128%407,064-17,5282024-12-31
T. Rowe Price Associates, Inc.1.016%-11.935%381,442-51,6932023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Advanced Energy Industries Inc (AEIS), owning a total of 2.3 million shares. Combined, the top 43 mutual fund holders of AEIS own 71.79% of the company with a total of 27 million shares.

In the latest ownership report on March 31st 2025, the top 43 fund holders increased their combined ownership of AEIS by 8 thousand shares. 2 funds bought 1,856 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 10,101 total shares and decreased their ownership by an average of 0.67%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Advanced Energy Industries decreased by a net total of -8,245 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.149%0.059%2,329,5651,3682025-03-31
iShares Russell 2000 ETF2.594%-0.860%982,737-8,5252025-03-31
iShares Russell 2000 Growth ETF0.875%-0.473%331,642-1,5762025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.862%0.150%326,7074882025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.149%0.059%2,329,5651,3682025-03-31
Columbia Seligman Tech & Inf SMA Cmp4.012%3,846,730.000%1,500,2631,500,2242023-12-31
Columbia Seligman Technology Growth3.668%-10.030%1,389,646-154,9222024-12-31
Columbia Seligman Tech & Info A3.454%-4.870%1,308,646-66,9902025-02-28
Vanguard Total Stock Mkt Idx Inv3.133%0.075%1,186,8858872025-02-28
Fidelity® Low-Priced Stock3.133%-0.104%1,167,901-1,2162023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.104%2.065%1,157,02123,4032023-03-31
iShares Russell 2000 ETF2.594%-0.860%982,737-8,5252025-03-31
Vanguard Small Cap Index2.539%0.081%961,8367772025-02-28
Fidelity Low-Priced Stock2.206%-20.116%835,885-210,4912025-01-31
Vanguard Information Technology ETF2.104%0.293%797,0202,3272025-02-28
Victory Sycamore Small Company Opp R1.951%0.000%735,00002024-06-30
Victory Small Cap Value CIT (Net 75)1.951%0.000%735,00002024-06-30
Neuberger Berman Genesis Inv1.776%15.755%672,98891,5982024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.515%0.137%574,1717842025-02-28
EARNEST Small/Mid Cap Value1.532%62,383.600%571,725570,8102023-12-31
Vanguard Small Cap Growth Index Inv1.427%-0.543%540,526-2,9492025-02-28
Fidelity® Series Small Cap Opps1.403%0.000%522,89902023-10-31
Vanguard Extended Market Index Investor1.359%-0.020%511,516-1002023-08-31
Fidelity Stock Selector Small Cap1.225%9.306%463,97039,5002025-01-31
Fidelity Small Cap Growth1.182%-0.654%445,444-2,9302024-10-31
Fidelity Series Small Cap Opps1.107%3.199%419,24712,9942025-01-31
EARNEST Small Cap Value1.105%65,542.800%412,237411,6092023-12-31
Harbor Small Cap Value Instl1.053%-1.510%398,830-6,1162024-12-31
iShares S&P Small-Cap 600 Growth ETF1.027%0.000%383,03302023-11-30
Victory RS Small Cap Growth CIT N1.021%2.258%381,8108,4302022-09-30
Victory RS Small Cap Growth A1.021%2.258%381,8108,4302022-09-30
Fidelity® Small Cap Growth0.998%-0.121%371,903-4522023-10-31
Fidelity Small Cap Index0.973%-1.838%368,740-6,9052025-01-31
MFS New Discovery I0.978%0.000%364,56802023-09-30
Fidelity® Small Cap Index0.973%2.801%362,7929,8852023-10-31
Fidelity Global Value Growth Eq MF0.921%0.000%346,90002024-02-20
Fidelity Global Bargain Growth Stocks MF0.931%31.352%346,90082,8002023-08-21
T. Rowe Price Integrated US SmCapGrEq0.902%45.103%341,892106,2722024-12-31
iShares Russell 2000 Growth ETF0.875%-0.473%331,642-1,5762025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.883%-0.142%330,431-4692024-05-30
Vanguard Tax-Managed Small Cap Adm0.872%0.000%327,41402023-05-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.862%0.150%326,7074882025-03-31
T. Rowe Price QM US Small-Cap Gr Eq0.872%-2.601%325,800-8,7002022-09-30
Columbia Seligman Global Tech A0.796%-1.517%298,553-4,6002023-03-31
JHancock Small Cap Core NAV0.747%0.000%282,97802025-01-31
Baron Discovery Strategy0.730%-30.355%275,321-120,0002024-12-31
Baron Discovery Institutional0.727%-30.355%275,321-120,0002024-12-31

Discussions

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easymoneyFAM12/3/24 12:00pm

$AEIS I'm friggin bored. Just give us our money already

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a11/19/24 06:02pm

$AEIS I mean ... head and shoulders .....

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a11/15/24 06:23pm

$AEIS I think I like this stock more everyday

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4texin9/15/24 05:44pm

$AEIS ready to explode

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