Advanced Energy Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.09 M | $1.27 B | 6.39% | 16.18% |
| VANGUARD GROUP INC | 01/29/2026 | 4.74 M | $991.92 M | -2.78% | 12.60% |
| FMR LLC | 02/17/2026 | 1.87 M | $392.07 M | -31.46% | 4.98% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.64 M | $343.82 M | -9.41% | 4.37% |
| INVESCO LTD. | 02/19/2026 | 1.57 M | $329.55 M | -1.41% | 4.19% |
| STATE STREET CORP | 02/13/2026 | 1.54 M | $321.99 M | -5.75% | 4.09% |
| EARNEST PARTNERS LLC | 02/12/2026 | 1.41 M | $294.87 M | -8.66% | 3.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 956.98 K | $200.39 M | 3.08% | 2.55% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 909.75 K | $190.47 M | 2.42% | 2.42% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 753.75 K | $157.81 M | -19.91% | 2.00% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 681.56 K | $142.70 M | -2.60% | 1.81% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 678.90 K | $142.15 M | -9.03% | 1.81% |
| NORGES BANK | 02/10/2026 | 589.40 K | $123.40 M | 100.00% | 1.57% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 579.54 K | $121.34 M | -3.44% | 1.52% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 563.55 K | $117.99 M | 1,131.77% | 1.50% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 566.42 K | $118.59 M | -21.32% | 1.48% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 532.57 K | $111.50 M | 43.96% | 1.42% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 489.50 K | $102.49 M | -7.27% | 1.30% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 487.49 K | $102.07 M | 55.42% | 1.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 471.51 K | $98.72 M | -2.61% | 1.25% |
| ANALOG CENTURY MANAGEMENT LP | 02/13/2026 | 463.94 K | $97.13 M | -0.72% | 1.23% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 427.90 K | $89.59 M | 45.10% | 1.14% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 427.67 K | $89.54 M | 1,734.09% | 1.14% |
| NORTHERN TRUST CORP | 02/17/2026 | 404.08 K | $84.60 M | -4.29% | 1.07% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 394.19 K | $82.53 M | 36.15% | 1.05% |
| MORGAN STANLEY | 02/13/2026 | 391.64 K | $82.00 M | 12.21% | 1.04% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 382.56 K | $80.10 M | -17.07% | 1.02% |
| SNYDER CAPITAL MANAGEMENT L P | 02/12/2026 | 323.08 K | $67.64 M | -12.62% | 0.86% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 02/17/2026 | 320.92 K | $67.19 M | 27.96% | 0.85% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 305.14 K | $63.89 M | -33.68% | 0.81% |
| BAMCO INC /NY/ | 02/17/2026 | 299.14 K | $62.63 M | -23.69% | 0.80% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/13/2026 | 297.58 K | $62.30 M | -20.95% | 0.79% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 291.93 K | $61.12 M | -6.10% | 0.78% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 286.75 K | $60.04 M | 131.42% | 0.76% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 280.22 K | $58.67 M | 18.92% | 0.75% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 276.79 K | $57.95 M | -7.09% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 258.37 K | $54.10 M | -12.02% | 0.69% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 247.79 K | $51.88 M | -5.61% | 0.66% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 226.88 K | $47.50 M | 100.00% | 0.60% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 209.72 K | $43.91 M | 9.23% | 0.56% |
| SEI INVESTMENTS CO | 02/13/2026 | 203.46 K | $42.60 M | -12.81% | 0.54% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 201.37 K | $42.16 M | 18.59% | 0.54% |
| UBS GROUP AG | 01/29/2026 | 188.06 K | $39.37 M | 119.09% | 0.50% |
| ARISTOTLE CAPITAL BOSTON, LLC | 02/17/2026 | 187.85 K | $39.33 M | -19.47% | 0.50% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 178.20 K | $37.31 B | 100.00% | 0.47% |
| SORA INVESTORS LLC | 02/17/2026 | 175.53 K | $36.75 M | 472.98% | 0.47% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 168.12 K | $35.20 M | 25.25% | 0.45% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 159.04 K | $33.30 M | 12.03% | 0.42% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/27/2026 | 139.96 K | $29.30 M | -18.78% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 130.59 K | $27.34 M | -11.10% | 0.35% |
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Advanced Energy Industries Inc. institutional Ownership - FAQ's
During the previous two years, 619 institutional investors and hedge funds held shares of Advanced Energy Industries Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 6.09 M
VANGUARD GROUP INC: 4.74 M
FMR LLC: 1.87 M
AMERIPRISE FINANCIAL INC: 1.64 M
Invesco Ltd.: 1.57 M
STATE STREET CORP: 1.54 M
109.27% of Advanced Energy Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.86 M shares in the last 24 months. This purchase volume represents approximately $14.69 B in transactions.