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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 109.22% institutional investors, 1.02% 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 6.15% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries109.22%1.02%-10.24%
SectorIndustrials Stocks 50.81%11.74%37.45%
IndustryElectrical Equipment Stocks33.20%17.92%48.88%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.96M15.89%$689.67M
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
Roubaix capital48.53K2.69%$5.61M
Channing capital management732.70K2.26%$84.72M
Compass wealth management68.84K1.92%$7.96M
Aristotle capital boston424.50K1.82%$49.09M
Dean capital management35.63K1.75%$4.12M
Sora investors132.11K1.70%$15.28M
Tributary capital management187.04K1.67%$21.63M
Southernsun asset management115.67K1.67%$13.37M
Qsv equity investors14.97K1.66%$1.73M
Summit partners public asset management618.30K1.36%$71.49M

Top Buyers

HolderShares% AssetsChange
Summit partners public asset management618.30K1.36%618.30K
Norges bank596.29K0.01%596.29K
Silvercrest asset management group505.00K0.39%505.00K
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
Bamco inc /ny/363.71K0.11%-149.36K
Guggenheim capital---105.70K
Price t rowe associates inc /md/242.06K0.00%-85.21K

New Positions

HolderShares% AssetsChangeValue
Summit partners public asset management618.30K1.36%618.30K$71.49M
Norges bank596.29K0.01%596.29K$68.95M
Silvercrest asset management group505.00K0.39%505.00K$58.39M
Raymond james financial85.31K0.00%85.31K$9.86M
Wealthfront advisers69.20K0.06%69.20K$20.54M

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 %
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%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.33M6.15%1.37K
Columbia Seligman Technology Growth1.39M3.69%-154.92K
Columbia Seligman Tech & Info A1.31M3.47%-66.99K
Vanguard US Total Market Shares ETF1.19M3.15%1.40K
Vanguard Total Stock Mkt Idx Inv1.19M3.15%887.00
iShares Russell 2000 ETF982.74K2.59%-8.53K
Vanguard Small Cap Index961.84K2.55%777.00
Fidelity Low-Priced Stock835.88K2.21%-210.49K
Vanguard Information Technology ETF797.02K2.11%2.33K
Neuberger Berman Genesis Inv672.99K1.79%91.60K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 03, 2025Acebedo Eduardo Bernal EVP and COOSell$1.84M
Mar 03, 2025Acebedo Eduardo Bernal EVP and COOSell$311.45K
Feb 26, 2025Oldham Paul R EVP, CFOSell$132.63K
Feb 19, 2025Minnix Lanesha-Sell$206.99K
Nov 26, 2024Donikowski Tina-Sell$210.31K

Insider Transactions Trends

DateBuySell
2025 Q1-4
2024 Q4-3
2024 Q3-3
2024 Q2-3
2024 Q1-3

AEIS Ownership FAQ

Who Owns Advanced Energy Industries?

Advanced Energy Industries shareholders are primarily institutional investors at 109.22%, followed by 1.02% insiders and -10.24% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 33.20%, 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%), Vanguard group (4.91M shares, 13.09%), and Fmr (3.96M shares, 10.55%). Together, they hold 39.53% 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?

Roubaix capital is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 2.69% of its assets in 48.53K Advanced Energy Industries shares, valued at 5.61M$.

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 6.15% of its total shares outstanding invested in 2.33M Advanced Energy Industries shares.

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