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Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?

OverviewForecastRevenueFinancialsChartTranscripts

Advanced Energy Industries Ownership Summary

Advanced Energy Industries is owned by 102.49% institutional investors, 0.79% insiders. Tributary capital management is the largest institutional shareholder, holding 0.50% of AEIS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% 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 64.16%10.53%25.31%
IndustryElectrical Equipment Stocks40.74%17.21%42.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Tributary capital management187.04K0.50%$21.63M
Fort washington investment advisors inc /oh/139.56K0.37%$16.14M
Rhumbline advisers108.33K0.29%$12.53M
Compass wealth management68.84K0.18%$7.96M
New york state teachers retirement system62.64K0.17%$7.24M
Moody aldrich partners51.73K0.14%$5.98M
Fiera capital45.04K0.12%$5.21M
Legato capital management22.41K0.06%$2.59M
Cambiar investors20.37K0.05%$2.35M
Louisiana state employees retirement system18.20K0.05%$2.10M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
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
Legato capital management22.41K0.34%$2.59M
Peterson wealth services8.62K0.30%$996.36K
Baron wealth management2.88K0.16%$332.67K
David j yvars group2.00K0.14%$231.84K
Heritage family offices, llp2.02K0.12%$233.41K
Integrated investment consultants4.59K0.11%$531.20K

Top Buyers

HolderShares% AssetsChange
Fort washington investment advisors inc /oh/139.56K0.10%12.86K
Moody aldrich partners51.73K1.11%10.95K
Portman square capital llp8.78K0.04%8.78K
Legato capital management22.41K0.34%8.38K
Kbc group nv1.72K0.00%622.00

Top Sellers

HolderShares% AssetsChange
Azzad asset management inc /adv---7.42K
Sg americas securities---5.52K
Trust point4.46K0.04%-3.48K
Everence capital management3.29K0.02%-3.00K
New york state teachers retirement system62.64K0.02%-2.24K

New Positions

HolderShares% AssetsChangeValue
Portman square capital llp8.78K0.04%8.78K$1.01M
Skopos labs122.000.00%122.00$14.11K
Mather group, llc.96.000.00%96.00$11.10K
Global financial private client2.000.00%2.00$231.00

Sold Out

HolderChange
Mendota financial group-4.00
Allspring global investments-5.00
Sachetta-30.00
First financial corp /in/-31.00
Sg americas securities-5.52K

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 ETF2.43M6.45%1.06K
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%-9.88K
iShares Russell 2000 ETF999.24K2.65%-3.85K
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 Tributary capital management (187.04K shares, 0.50%), Fort washington investment advisors inc /oh/ (139.56K shares, 0.37%), and Rhumbline advisers (108.33K shares, 0.29%). Together, they hold 1.16% 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?

Compass wealth management is Advanced Energy Industries’s biggest shareholder by percentage of total assets invested, with 1.92% of its assets in 68.84K Advanced Energy Industries shares, valued at 7.96M$.

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 6.45% of its total shares outstanding invested in 2.43M Advanced Energy Industries shares.

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