Advanced Energy Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 5.72 M | $973.08 M | 0.48% | 15.21% |
| VANGUARD GROUP INC | 11/07/2025 | 4.87 M | $829.09 M | -0.06% | 12.96% |
| FMR LLC | 11/13/2025 | 2.73 M | $464.86 M | -19.24% | 7.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.81 M | $308.41 M | -9.12% | 4.82% |
| STATE STREET CORP | 11/14/2025 | 1.63 M | $277.63 M | -1.41% | 4.34% |
| INVESCO LTD. | 11/13/2025 | 1.60 M | $271.64 M | 388.34% | 4.25% |
| EARNEST PARTNERS LLC | 11/14/2025 | 1.54 M | $262.35 M | -4.93% | 4.10% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 941.08 K | $160.12 M | -12.02% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 928.43 K | $157.98 M | 0.30% | 2.47% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 888.25 K | $151.13 M | -6.17% | 2.36% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 746.25 K | $126.96 M | -8.53% | 1.98% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 719.87 K | $122.48 M | 18.32% | 1.91% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 699.78 K | $119.06 M | 51.51% | 1.86% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 600.17 K | $102.11 M | -2.00% | 1.60% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 527.88 K | $89.81 M | -2.90% | 1.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 484.13 K | $82.37 M | 2.85% | 1.29% |
| ANALOG CENTURY MANAGEMENT LP | 11/17/2025 | 467.30 K | $79.51 M | 100.00% | 1.24% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 461.32 K | $78.49 M | -1.24% | 1.23% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 460.09 K | $78.28 M | -30.19% | 1.22% |
| NORTHERN TRUST CORP | 11/14/2025 | 422.18 K | $71.83 M | -0.73% | 1.12% |
| BAMCO INC /NY/ | 11/14/2025 | 391.99 K | $66.69 M | 5.02% | 1.04% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/10/2025 | 376.44 K | $64.05 M | -31.45% | 1.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 369.95 K | $62.94 M | 27.61% | 0.98% |
| SNYDER CAPITAL MANAGEMENT L P | 11/12/2025 | 369.74 K | $62.91 M | -16.10% | 0.98% |
| MORGAN STANLEY | 11/14/2025 | 349.03 K | $59.38 M | -3.84% | 0.93% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/23/2025 | 344.65 K | $58.64 M | 92.55% | 0.92% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 313.66 K | $53.24 M | 35.43% | 0.83% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 310.88 K | $52.89 M | -2.22% | 0.83% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 297.91 K | $50.69 M | -11.57% | 0.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 294.89 K | $50.17 M | 100.00% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 293.69 K | $49.97 M | -10.76% | 0.78% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 289.53 K | $49.26 M | 5.67% | 0.77% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 262.52 K | $44.66 M | 6.75% | 0.70% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11/14/2025 | 250.79 K | $42.67 M | -29.34% | 0.67% |
| JPMORGAN CHASE & CO | 11/26/2025 | 241.68 K | $41.12 M | -19.56% | 0.64% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 235.63 K | $40.09 M | 100.00% | 0.63% |
| SEI INVESTMENTS CO | 11/13/2025 | 233.36 K | $39.70 M | -11.64% | 0.62% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2025 | 233.26 K | $39.69 M | -27.13% | 0.62% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 224.18 K | $38.14 M | -14.44% | 0.60% |
| MACQUARIE GROUP LTD | 11/13/2025 | 195.18 K | $33.21 M | -0.72% | 0.52% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 11/07/2025 | 191.99 K | $32.67 M | 2.74% | 0.51% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 11/14/2025 | 171.63 K | $29.20 M | -12.72% | 0.46% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 169.80 K | $28.89 M | 790.81% | 0.45% |
| PORTMAN SQUARE CAPITAL LLP | 10/16/2025 | 153.70 K | $26.15 M | 57.48% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 146.90 K | $24.99 M | 14.47% | 0.39% |
| CITIGROUP INC | 11/10/2025 | 144.22 K | $24.54 M | -19.16% | 0.38% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 141.96 K | $24.15 M | -16.70% | 0.38% |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 10/27/2025 | 139.82 K | $23.79 M | -18.80% | 0.37% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 135.45 K | $23.04 M | 3.82% | 0.36% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 134.22 K | $22.84 M | -54.47% | 0.36% |
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Advanced Energy Industries Inc. institutional Ownership - FAQ's
During the previous two years, 567 institutional investors and hedge funds held shares of Advanced Energy Industries Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.72 M
VANGUARD GROUP INC: 4.87 M
FMR LLC: 2.73 M
AMERIPRISE FINANCIAL INC: 1.81 M
STATE STREET CORP: 1.63 M
Invesco Ltd.: 1.6 M
107.14% of Advanced Energy Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.49 M shares in the last 24 months. This purchase volume represents approximately $12.03 B in transactions.