Advanced Energy Industries, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 5.96 M | $689.67 M | 1.52% | 15.89% |
VANGUARD GROUP INC | 02/11/2025 | 4.91 M | $568.17 M | 1.44% | 13.09% |
FMR LLC | 02/13/2025 | 3.96 M | $457.84 M | -6.59% | 10.55% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.34 M | $270.25 M | -9.43% | 6.23% |
STATE STREET CORP | 02/14/2025 | 1.76 M | $203.80 M | 3.49% | 4.70% |
EARNEST PARTNERS LLC | 02/14/2025 | 1.64 M | $190.02 M | 0.12% | 4.38% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 1.04 M | $119.69 M | 17.99% | 2.76% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 878,630 | $101.62 M | -0.65% | 2.34% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 877,563 | $101.47 M | -2.70% | 2.34% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 774,586 | $89.57 M | 21.83% | 2.06% |
CHANNING CAPITAL MANAGEMENT, LLC | 02/07/2025 | 732,697 | $84.72 M | -2.17% | 1.95% |
LOOMIS SAYLES & CO L P | 02/12/2025 | 647,060 | $74.82 M | -2.92% | 1.72% |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 02/14/2025 | 618,301 | $71.49 M | 100.00% | 1.65% |
NORGES BANK | 02/12/2025 | 596,291 | $68.95 M | 100.00% | 1.59% |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/14/2025 | 505,001 | $58.39 M | 100.00% | 1.35% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 475,672 | $55.00 M | -1.69% | 1.27% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 465,048 | $53.77 M | 23.47% | 1.24% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 460,121 | $53.20 M | 4.20% | 1.23% |
SNYDER CAPITAL MANAGEMENT L P | 02/14/2025 | 435,751 | $50.39 M | -4.14% | 1.16% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 434,335 | $50.22 M | -7.17% | 1.16% |
ARISTOTLE CAPITAL BOSTON, LLC | 02/14/2025 | 424,501 | $49.09 M | -9.90% | 1.13% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 407,064 | $47.07 M | -4.13% | 1.08% |
LORD, ABBETT & CO. LLC | 02/14/2025 | 400,481 | $46.31 M | -0.79% | 1.07% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 374,293 | $43.28 M | 0.08% | 1.00% |
BAMCO INC /NY/ | 02/14/2025 | 363,714 | $42.06 M | -29.11% | 0.97% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 343,153 | $39.68 M | 2.64% | 0.91% |
GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 310,187 | $35.87 M | -0.75% | 0.83% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 275,367 | $31.84 M | 5.52% | 0.73% |
MACQUARIE GROUP LTD | 02/14/2025 | 253,840 | $29.35 M | -0.51% | 0.68% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 242,057 | $27.99 M | -26.04% | 0.64% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 209,785 | $24.26 M | 1.43% | 0.56% |
SEI INVESTMENTS CO | 02/11/2025 | 206,672 | $23.90 M | 0.71% | 0.55% |
CITIGROUP INC | 02/12/2025 | 199,744 | $23.10 M | 6.91% | 0.53% |
INVESCO LTD. | 02/13/2025 | 190,370 | $22.01 M | -4.32% | 0.51% |
TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/21/2025 | 187,041 | $21.63 M | -0.11% | 0.50% |
JPMORGAN CHASE & CO | 02/12/2025 | 185,739 | $21.48 M | 85.70% | 0.49% |
PORTMAN SQUARE CAPITAL LLP | 01/16/2025 | 166,500 | $19.25 M | 59.33% | 0.44% |
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/12/2025 | 165,057 | $19.09 M | 41.15% | 0.44% |
FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 155,688 | $18.00 M | 23.84% | 0.41% |
SEGALL BRYANT & HAMILL, LLC | 02/11/2025 | 154,448 | $17.86 M | 12.82% | 0.41% |
PINNACLE ASSOCIATES LTD | 02/14/2025 | 143,490 | $16.59 M | -18.79% | 0.38% |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 01/17/2025 | 139,556 | $16.14 M | 10.15% | 0.37% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 136,924 | $15.83 M | -2.07% | 0.36% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 134,225 | $15.52 M | -11.97% | 0.36% |
SORA INVESTORS LLC | 02/14/2025 | 132,114 | $15.28 M | 193.59% | 0.35% |
UBS GROUP AG | 02/14/2025 | 123,640 | $14.30 M | 206.70% | 0.33% |
HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 02/04/2025 | 120,525 | $13.94 M | -2.53% | 0.32% |
SOUTHERNSUN ASSET MANAGEMENT, LLC | 02/14/2025 | 115,668 | $13.37 M | 240.49% | 0.31% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 113,133 | $13.08 M | -4.64% | 0.30% |
RHUMBLINE ADVISERS | 01/30/2025 | 108,327 | $12.53 M | -0.76% | 0.29% |
Advanced Energy Industries, Inc. institutional Ownership - FAQ's
During the previous two years, 467 institutional investors and hedge funds held shares of Advanced Energy Industries, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.96 M
VANGUARD GROUP INC: 4.91 M
FMR LLC: 3.96 M
AMERIPRISE FINANCIAL INC: 2.34 M
STATE STREET CORP: 1.76 M
EARNEST PARTNERS LLC: 1.64 M
109.24% of Advanced Energy Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 54.79 M shares in the last 24 months. This purchase volume represents approximately $6.64 B in transactions.