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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 102.48% institutional investors, 0.80% insiders. Blackrock is the largest institutional shareholder, holding 15.31% of AEIS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.47% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries102.48%0.80%-3.28%
SectorIndustrials Stocks 62.82%10.55%26.63%
IndustryElectrical Equipment Stocks41.78%16.24%41.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock5.74M15.31%$623.84M
Vanguard group4.62M12.33%$502.40M
Fmr4.08M10.88%$443.40M
Ameriprise financial2.70M7.19%$293.16M
Earnest partners1.68M4.49%$182.91M
State street1.68M4.48%$182.61M
Victory capital management1.06M2.83%$115.24M
Dimensional fund advisors lp950.98K2.54%$103.43M
Neuberger berman group881.45K2.35%$95.87M
Geode capital management869.37K2.32%$94.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Channing capital management740.17K2.21%$80.50M
Compass wealth management66.86K1.79%$7.27M
Aristotle capital boston487.05K1.78%$52.97M
Qsv equity investors14.98K1.70%$1.63M
Tributary capital management188.17K1.70%$20.47M
Snyder capital management l p423.14K1.03%$46.02M
Moody aldrich partners41.50K0.88%$4.51M
Earnest partners1.68M0.86%$182.91M
Green alpha advisors9.68K0.85%$1.05M
Dean capital management5.91K0.83%$643.10K

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/822.45K0.01%678.07K
Norges bank430.07K0.01%430.07K
Gw&k investment management236.02K0.23%236.02K
Fmr4.08M0.03%231.14K
Earnest partners1.68M0.86%199.58K

Top Sellers

HolderShares% AssetsChange
Clearbridge investments---96.92K
Blackrock5.74M0.01%-76.50K
Great lakes advisors---63.19K
Edgestream partners---62.38K
Millennium management---58.75K

New Positions

HolderShares% AssetsChangeValue
Norges bank430.07K0.01%430.07K$46.77M
Gw&k investment management236.02K0.23%236.02K$25.67M
Corebridge financial21.71K0.01%21.71K$2.36M
Mirae asset global etfs19.52K0.01%19.52K$2.12M
Susquehanna fundamental investments19.11K0.05%19.11K$2.08M

Sold Out

HolderChange
Tfo-tdc-1.00
Financial gravity asset management-1.00
Continuum advisory-6.00
Nelson, van denburg & campbell wealth management group-8.00
Geneos wealth management-11.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243182.58%38,463,115-3.48%1020.91%144-7.69%1121.82%
Jun 30, 2024309-0.96%39,840,7404.15%1061.01%1568.33%110-9.84%
Mar 31, 20243124.35%38,252,085-4.27%1020.90%1443.60%1227.96%
Dec 31, 2023299-1.64%39,957,5934.79%1061.04%139-12.58%1136.60%
Sep 30, 20233042.36%38,131,9450.54%1011.00%15922.31%106-9.40%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.44M6.47%1.10K
Columbia Seligman Technology Growth1.54M4.10%-48.90K
Columbia Seligman Tech & Info A1.53M4.07%-10.86K
Vanguard Total Stock Mkt Idx Inv1.19M3.15%-6.33K
Fidelity Low-Priced Stock1.06M2.81%-503.00
iShares Russell 2000 ETF1.04M2.75%-2.17K
Vanguard Small Cap Index944.54K2.51%1.85K
Vanguard Information Technology ETF759.91K2.02%3.35K
Victory Small Cap Value CIT (Net 75)735.00K1.95%-
Victory Sycamore Small Company Opp R735.00K1.95%-

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 102.48%, followed by 0.80% insiders and -3.28% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 41.78%, which Advanced Energy Industries exceeds.

Who owns the most shares of Advanced Energy Industries?

Advanced Energy Industries’s largest shareholders are Blackrock (5.74M shares, 15.31%), Vanguard group (4.62M shares, 12.33%), and Fmr (4.08M shares, 10.88%). Together, they hold 38.51% of Advanced Energy Industries’s total shares outstanding.

Does Blackrock own Advanced Energy Industries?

Yes, BlackRock owns 15.31% of Advanced Energy Industries, totaling 5.74M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 623.84M$. In the last quarter, BlackRock decreased its holdings by -76.501K shares, a -1.32% change.

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 2.21% of its assets in 740.17K Advanced Energy Industries shares, valued at 80.5M$.

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 6.47% of its total shares outstanding invested in 2.44M Advanced Energy Industries shares.

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