Ranked by reported Q1 2026 13F market value
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.
Filings activity in AEIS during Q1 2026, grouped by how each filer changed its position.
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.
Quick answers to the most common questions about buying AEIS stock.
Based on Q1 2026 13F filings, institutional ownership of Advanced Energy Industries, Inc. stands at 93.9%, held across 566 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AEIS, with approximately 6,470,740 shares worth $2.09B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AEIS, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, Fisher Asset Management, LLC.
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.
164 institutions opened new positions in AEIS during Q1 2026, while 55 fully exited. 345 added to existing positions and 55 trimmed.
AEIS institutional ownership rose by 32.55 percentage points quarter-over-quarter, with a net change of +109 holders.
The top 10 institutions account for 51.2% of all reported 13F value in AEIS, and the top 25 account for 70.0%.
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