Advanced Energy Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 4.63 M | $1.73 B | -28.50% | 12.27% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.14 M | $799.31 M | -7.58% | 5.69% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.71 M | $639.11 M | 1.28% | 4.55% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.56 M | $581.42 M | 19.01% | 4.14% |
| FMR LLC | 08/13/2026 | 1.42 M | $528.31 M | -10.70% | 3.76% |
| STATE STREET CORP | 08/07/2026 | 1.27 M | $474.36 M | -12.30% | 3.38% |
| INVESCO LTD. | 08/14/2026 | 1.19 M | $443.07 M | -35.16% | 3.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.03 M | $382.34 M | -3.37% | 2.72% |
| EARNEST PARTNERS LLC | 08/13/2026 | 954.26 K | $355.82 M | -22.20% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 938.24 K | $351.02 M | -16.25% | 2.49% |
| JANE STREET GROUP, LLC | 08/14/2026 | 815.68 K | $304.14 M | 612.86% | 2.16% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 686.43 K | $255.95 M | 28.90% | 1.82% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 655.58 K | $244.38 M | 0.53% | 1.74% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 585.57 K | $218.34 M | 36,498.31% | 1.55% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 577.83 K | $215.46 M | -3.87% | 1.53% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 509.09 K | $189.82 M | 31.39% | 1.35% |
| NORGES BANK | 08/12/2026 | 486.58 K | $181.43 M | 100.00% | 1.29% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 478.79 K | $177.86 M | 134.72% | 1.27% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2026 | 445.63 K | $166.16 M | 95.55% | 1.18% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 414.66 K | $154.61 M | -28.92% | 1.10% |
| MORGAN STANLEY | 08/13/2026 | 390.53 K | $145.62 M | 23.39% | 1.04% |
| CITADEL ADVISORS LLC | 08/14/2026 | 387.85 K | $144.62 M | 100.00% | 1.03% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 381.74 K | $142.34 M | 25.91% | 1.01% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 375.98 K | $140.19 M | -7.43% | 1.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 363.08 K | $135.38 M | -22.74% | 0.96% |
| NORTHERN TRUST CORP | 08/13/2026 | 345.00 K | $128.64 M | -28.26% | 0.92% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 340.10 K | $126.81 M | 393.77% | 0.90% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 340.00 K | $361.20 K | 100.00% | 0.90% |
| ANALOG CENTURY MANAGEMENT LP | 08/14/2026 | 332.95 K | $124.15 M | 2.55% | 0.88% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 329.33 K | $122.80 M | -34.71% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 325.72 K | $121.45 M | -22.04% | 0.86% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 325.72 K | $121.45 M | 100.00% | 0.86% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 318.55 K | $118.78 M | -5.29% | 0.85% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 304.47 K | $113.53 M | -11.53% | 0.81% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 283.98 K | $91.64 M | -37.93% | 0.75% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 278.29 K | $103.77 M | 36.29% | 0.74% |
| SNYDER CAPITAL MANAGEMENT L P | 08/13/2026 | 256.81 K | $95.76 M | -2.48% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 256.71 K | $95.72 M | -8.85% | 0.68% |
| JPMORGAN CHASE & CO | 08/12/2026 | 251.22 K | $88.07 M | 67.42% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 245.19 K | $91.42 M | -6.68% | 0.65% |
| HRT FINANCIAL LP | 08/14/2026 | 244.47 K | $91.15 M | 100.00% | 0.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 241.23 K | $89.95 M | 218.11% | 0.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 240.85 K | $89.80 M | -28.23% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 240.35 K | $89.62 M | 163.74% | 0.64% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 235.39 K | $87.77 M | 62.62% | 0.62% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 219.47 K | $81.83 M | -13.73% | 0.58% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 207.32 K | $77.30 M | -31.85% | 0.55% |
| MARSHALL WACE, LLP | 08/13/2026 | 204.79 K | $76.36 M | 172.07% | 0.54% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 190.10 K | $70.88 M | 758.15% | 0.50% |
| JANE STREET GROUP, LLC | 08/14/2026 | 188.40 K | $70.25 M | 7.97% | 0.50% |
Advanced Energy Industries Inc. institutional Ownership - FAQ's
During the previous two years, 905 institutional investors and hedge funds held shares of Advanced Energy Industries Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 4.63 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 2.14 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.71 M
AMERIPRISE FINANCIAL INC: 1.56 M
FMR LLC: 1.42 M
STATE STREET CORP: 1.27 M
108.16% of Advanced Energy Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 60.40 M shares in the last 24 months. This purchase volume represents approximately $18.42 B in transactions.