Advanced Energy Industries Ownership | Who Owns Advanced Energy Industries?


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Advanced Energy Industries Ownership Summary


Advanced Energy Industries is owned by 106.32% 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 6.37% of its assets in Advanced Energy Industries shares.

AEIS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAdvanced Energy Industries106.32%0.80%-7.12%
SectorIndustrials Stocks 60.90%10.27%28.83%
IndustryElectrical Equipment Stocks44.24%15.74%40.02%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.40M6.37%2.14K
Columbia Seligman Technology Growth1.54M4.10%-48.90K
Columbia Seligman Tech & Info A1.54M4.10%-
Vanguard Total Stock Mkt Idx Inv1.19M3.15%-6.33K
Fidelity Low-Priced Stock1.06M2.81%-503.00
iShares Russell 2000 ETF958.65K2.54%-2.16K
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 04, 2024BALL FREDERICK-Sell$384.55K
Sep 03, 2024DelSanto Anne-Sell$15.49K
Aug 01, 2024DelSanto Anne-Sell$16.94K
Jul 01, 2024DelSanto Anne-Sell$16.06K
Jun 03, 2024DelSanto Anne-Sell$16.06K

Insider Transactions Trends


DateBuySell
2024 Q4-1
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 106.32%, followed by 0.80% insiders and -7.12% retail investors. The average institutional ownership in Advanced Energy Industries's industry, Electrical Equipment Stocks, is 44.24%, 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 6.37% of its total shares outstanding invested in 2.4M Advanced Energy Industries shares.

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