AEIS

Advanced Energy Industries

+$4.8B

Net Activity

Institutions Holding

580

Popularity Rank

#923

Avg Weight

0.17%

Total Value

$13.5B

Ownership Trend

580 institutions currently hold AEIS, with 322 net buyers and 243 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

243

Net Buying Institutions

322

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.1B
VP
Vanguard Portfolio Management LLC
$748.5M
IL
Invesco Ltd.
$591.4M
VC
Vanguard Capital Management LLC
$546.1M
FL
FMR LLC
$512.0M

Top 5 by Conviction

AC
Analog Century Management LP
5.00%
WR
Whale Rock Capital Management LLC
4.26%
OC
Oribel Capital Management, LP
3.24%
CC
Channing Capital Management, LLC
1.91%
GI
GW&K Investment Management, LLC
1.71%
View all 580 holding institutions

Quarterly Activity

Recent Activity

+$6.5B

Total Buy Value

$4.8B

Total Sell Value

New buy153
Trim201
Add169
Sold out42

322

Net Buyers

243

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$459K

Total Est. Value

1K shares

Planned Shares

Last Filed 2026-06-15
FilerFiling DateEst. Value
Shirley Brian2026-06-15$459K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ADVANCED ENERGY INDUSTRIES (AEIS)?
Major stakeholders currently include BlackRock, Inc. ($2.1B), Vanguard Portfolio Management LLC ($748.5M), Invesco Ltd. ($591.4M). Based on the latest 13F filings, there are a total of 580 tracked investment funds and institutions maintaining positions in AEIS.
What is the overall institutional sentiment toward AEIS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.8B, driven by 322 managers accumulating shares while 243 reduced their exposure.
Which institutions have been selling or reducing their AEIS positions?
In the latest period, 201 funds trimmed their holdings, and 42 managers completely exited their positions. The aggregate reported sell value was $4.8B.
Are there any notable investors adding AEIS to their portfolios?
Yes, buying activity remains notable. 153 institutions opened new positions in {ticker}, and 169 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.5B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

CAT

Caterpillar INC

Institutions Holding

3,724

Total reported value

$242.6B

487 institutions currently hold both AEIS and this stock

View detail
RTX

Rtx CORP

Institutions Holding

3,382

Total reported value

$182.5B

479 institutions currently hold both AEIS and this stock

View detail
GE

General Electric

Institutions Holding

3,181

Total reported value

$234.9B

494 institutions currently hold both AEIS and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail