What percentage of AEIS is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Advanced Energy Industries, Inc. stands at 93.9%, held across 566 reporting institutions.

Who is the largest institutional holder of AEIS?

BlackRock, Inc. is the largest reported institutional holder of AEIS, with approximately 6,470,740 shares worth $2.09B as of Q1 2026.

Is AEIS a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AEIS, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, Fisher Asset Management, LLC.

What is AEIS's Smart Money Score?

Our composite Smart Money Score for AEIS is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought AEIS this quarter?

164 institutions opened new positions in AEIS during Q1 2026, while 55 fully exited. 345 added to existing positions and 55 trimmed.

How is institutional ownership of AEIS changing?

AEIS institutional ownership rose by 32.55 percentage points quarter-over-quarter, with a net change of +109 holders.

How concentrated is AEIS ownership among the top holders?

The top 10 institutions account for 51.2% of all reported 13F value in AEIS, and the top 25 account for 70.0%.

Where does this AEIS institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

Advanced Energy Industries, Inc. (AEIS) Institutional Ownership Q1 2026 | Top 13F Holders

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Advanced Energy Industries, Inc. (AEIS) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of AEIS

Ranked by reported Q1 2026 13F market value

Top 10 Holders

51.2%

Top 25 Holders

70.0%

Share of total reported institutional value in AEIS held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	6.5M	$2.09B	+6.3%	17.014%	0.04%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2.3M	$748.5M	—	6.099%	0.04%
3	Invesco Ltd.	1.8M	$591.4M	+16.4%	4.819%	0.09%
4	VANGUARD CAPITAL MANAGEMENT LLC	1.7M	$546.1M	—	4.450%	0.01%
5	FMR LLC	1.6M	$512.0M	-15.3%	4.172%	0.03%
6	STATE STREET CORP	1.5M	$468.3M	-5.6%	3.816%	0.02%
7	AMERIPRISE FINANCIAL INC	1.3M	$422.9M	-20.2%	3.446%	0.10%
8	EARNEST PARTNERS LLC	1.2M	$395.8M	-12.9%	3.225%	1.63%
9	GEODE CAPITAL MANAGEMENT, LLC	1.1M	$364.1M	+17.1%	2.946%	0.02%
10	BANK OF AMERICA CORP /DE/	1.1M	$342.4M	+16.6%	2.790%	0.03%
11	Whale Rock Capital Management LLC	1.0M	$329.8M	—	2.688%	4.26%
12	DIMENSIONAL FUND ADVISORS LP	652K	$210.4M	-4.0%	1.715%	0.04%
13	Neuberger Berman Group LLC	583K	$188.3M	-22.6%	1.534%	0.14%
14	FRANKLIN RESOURCES INC	533K	$171.9M	+9.2%	1.400%	0.04%
15	PRINCIPAL FINANCIAL GROUP INC	504K	$162.8M	-13.0%	1.326%	0.09%
16	NORTHERN TRUST CORP	481K	$155.2M	+19.0%	1.264%	0.02%
17	GOLDMAN SACHS GROUP INC	470K	$151.7M	-13.7%	1.236%	0.02%
18	FULLER & THALER ASSET MANAGEMENT, INC.	470K	$151.7M	+9.9%	1.236%	0.51%
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	438K	$141.3M	+323.6%	1.151%	0.02%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	418K	$134.8M	-11.4%	1.099%	0.02%
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	406K	$131.1M	-28.3%	1.068%	0.04%
22	WELLINGTON MANAGEMENT GROUP LLP	387K	$125.0M	-9.4%	1.019%	0.02%
23	Fisher Asset Management, LLC	344K	$111.1M	-12.7%	0.905%	0.04%
24	LOOMIS SAYLES & CO L P	336K	$108.5M	-31.3%	0.884%	0.15%
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	336K	$108.3M	+17.0%	0.882%	0.06%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AEIS — a direct measure of their conviction.

AEIS Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	566	+24%	93.90%	+32.55 pp	$12.65B	+53%
Q4 2025	457	+17%	61.35%	+12.62 pp	$8.27B	+26%
Q3 2025	390	+6.3%	48.73%	+11.05 pp	$6.57B	+29%
Q2 2025	367	+7.0%	37.68%	+11.60 pp	$5.08B	+45%
Q1 2025	343	+8.5%	26.08%	7.16 pp	$3.51B	22%
Q4 2024	316	+1.9%	33.24%	54.16 pp	$4.48B	62%
Q3 2024	310	+3.7%	87.40%	+57.26 pp	$11.78B	+190%
Q2 2024	299	—	30.14%	—	$4.06B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Advanced Energy Industries, Inc. (AEIS) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of AEIS

Quarterly Institutional Activity

New Buyers

Exited Positions

AEIS Institutional Ownership by Quarter

AEIS — Frequently Asked Questions