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% | 11.89% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.14 M | $799.31 M | -7.58% | 5.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.71 M | $639.11 M | 1.28% | 4.41% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.56 M | $581.42 M | 19.01% | 4.01% |
| FMR LLC | 08/13/2026 | 1.42 M | $528.31 M | -10.70% | 3.64% |
| STATE STREET CORP | 09/22/2026 | 1.27 M | $474.36 M | -12.30% | 3.38% |
| INVESCO LTD. | 08/14/2026 | 1.19 M | $443.07 M | -35.16% | 3.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.03 M | $382.34 M | -3.37% | 2.64% |
| EARNEST PARTNERS LLC | 08/13/2026 | 954.26 K | $355.82 M | -22.20% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 938.24 K | $351.02 M | -16.25% | 2.41% |
| JANE STREET GROUP, LLC | 08/14/2026 | 815.68 K | $304.14 M | 612.86% | 2.10% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 686.43 K | $255.95 M | 28.90% | 1.76% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 655.58 K | $244.38 M | 0.53% | 1.69% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 585.57 K | $218.34 M | 36,498.31% | 1.51% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 577.83 K | $215.46 M | -3.87% | 1.49% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 509.09 K | $189.82 M | 31.39% | 1.31% |
| NORGES BANK | 08/12/2026 | 486.58 K | $181.43 M | 100.00% | 1.25% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 478.79 K | $177.86 M | 134.72% | 1.23% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 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% | 1.07% |
| MORGAN STANLEY | 08/13/2026 | 390.53 K | $145.62 M | 23.39% | 1.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 387.85 K | $144.62 M | 100.00% | 1.00% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 381.74 K | $142.34 M | 25.91% | 0.98% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 375.98 K | $140.19 M | -7.43% | 0.97% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 363.08 K | $135.38 M | -22.74% | 0.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 345.00 K | $128.64 M | -28.26% | 0.89% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 340.10 K | $126.81 M | 393.77% | 0.87% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 340.00 K | $361.20 K | 100.00% | 0.87% |
| ANALOG CENTURY MANAGEMENT LP | 08/14/2026 | 332.95 K | $124.15 M | 2.55% | 0.86% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 329.33 K | $122.80 M | -34.71% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 325.72 K | $121.45 M | -22.04% | 0.84% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 325.72 K | $121.45 M | 100.00% | 0.84% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 318.55 K | $118.78 M | -5.29% | 0.82% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 304.47 K | $113.53 M | -11.53% | 0.78% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 283.98 K | $91.64 M | -37.93% | 0.73% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 278.29 K | $103.77 M | 36.29% | 0.72% |
| SNYDER CAPITAL MANAGEMENT L P | 08/13/2026 | 256.81 K | $95.76 M | -2.48% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 256.71 K | $95.72 M | -8.85% | 0.66% |
| JPMORGAN CHASE & CO | 08/12/2026 | 251.22 K | $88.07 M | 67.42% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 245.19 K | $91.42 M | -6.68% | 0.63% |
| HRT FINANCIAL LP | 08/14/2026 | 244.47 K | $91.15 M | 100.00% | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 241.23 K | $89.95 M | 218.11% | 0.62% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 240.85 K | $89.80 M | -28.23% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 240.35 K | $89.62 M | 163.74% | 0.62% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 235.39 K | $87.77 M | 62.62% | 0.61% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 219.47 K | $81.83 M | -13.73% | 0.56% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2026 | 207.32 K | $77.30 M | -31.85% | 0.53% |
| MARSHALL WACE, LLP | 08/13/2026 | 204.79 K | $76.36 M | 172.07% | 0.53% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 190.10 K | $70.88 M | 758.15% | 0.49% |
| JANE STREET GROUP, LLC | 08/14/2026 | 188.40 K | $70.25 M | 7.97% | 0.48% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Advanced Energy Industries Inc. institutional Ownership - FAQ's
During the previous two years, 916 institutional investors and hedge funds held shares of Advanced Energy Industries Inc.. The most heavily invested institutionals were:
CONGRESS ASSET MANAGEMENT CO /MA: 147,598
Artemis Investment Management LLP: 92,271
Green Alpha Advisors, LLC: 10,468
GAMMA Investing LLC: 2,978
MRA Advisory Group: 2,014
Red Spruce Capital, LLC: 1,410
108.35% of Advanced Energy Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 60.52 M shares in the last 24 months. This purchase volume represents approximately $18.46 B in transactions.