Advanced Energy Industries Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 6.47 M | $2.09 B | 6.34% | 17.21% |
| 05/08/2026 | 2.32 M | $748.49 M | 100.00% | 6.17% | |
| INVESCO LTD. | 05/12/2026 | 1.83 M | $591.44 M | 16.44% | 4.87% |
| 05/15/2026 | 1.69 M | $546.15 M | 100.00% | 4.50% | |
| FMR LLC | 05/15/2026 | 1.59 M | $512.03 M | -15.27% | 4.22% |
| STATE STREET CORP | 05/15/2026 | 1.45 M | $468.30 M | -5.64% | 3.86% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.31 M | $422.93 M | -20.19% | 3.49% |
| EARNEST PARTNERS LLC | 05/15/2026 | 1.23 M | $395.80 M | -12.91% | 3.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.12 M | $364.08 M | 17.06% | 2.98% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.06 M | $342.44 M | 16.64% | 2.82% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.02 M | $329.85 M | 100.00% | 2.72% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 652.11 K | $210.39 M | -3.95% | 1.73% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 601.11 K | $193.98 M | -11.80% | 1.60% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 583.34 K | $188.25 M | -22.61% | 1.55% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 532.53 K | $171.85 M | 9.24% | 1.42% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 504.44 K | $162.79 M | -12.96% | 1.34% |
| NORTHERN TRUST CORP | 05/14/2026 | 480.89 K | $155.19 M | 19.01% | 1.28% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 469.94 K | $151.66 M | -11.76% | 1.25% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 469.94 K | $151.65 M | 9.88% | 1.25% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 457.54 K | $95.80 M | -18.81% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 417.81 K | $134.83 M | -11.39% | 1.11% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 406.17 K | $131.08 M | -28.29% | 1.08% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 387.48 K | $125.04 M | -9.45% | 1.03% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 344.16 K | $111.06 M | -12.69% | 0.92% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 336.35 K | $108.54 M | -31.29% | 0.89% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 335.59 K | $108.30 M | 17.03% | 0.89% |
| ANALOG CENTURY MANAGEMENT LP | 05/15/2026 | 324.65 K | $104.77 M | -30.02% | 0.86% |
| MORGAN STANLEY | 05/15/2026 | 316.51 K | $102.14 M | -19.18% | 0.84% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 304.21 K | $98.17 M | -20.48% | 0.81% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 303.18 K | $97.84 M | 50.56% | 0.81% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 291.43 K | $94.05 M | 134.08% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 281.62 K | $90.88 M | 9.00% | 0.75% |
| BAMCO INC /NY/ | 05/15/2026 | 268.73 K | $86.72 M | -10.17% | 0.71% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 266.61 K | $86.04 M | -3.68% | 0.71% |
| SNYDER CAPITAL MANAGEMENT L P | 05/14/2026 | 263.36 K | $84.99 M | -18.48% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 262.74 K | $84.79 M | 100.00% | 0.70% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 254.39 K | $82.10 M | 262.67% | 0.68% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 237.50 K | $76.64 M | 331.82% | 0.63% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 231.24 K | $74.62 M | -17.48% | 0.62% |
| CHANNING CAPITAL MANAGEMENT, LLC | 05/14/2026 | 230.53 K | $74.40 M | -22.53% | 0.61% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 227.89 K | $73.54 M | -25.32% | 0.61% |
| SEI INVESTMENTS CO | 05/13/2026 | 223.29 K | $72.06 M | 9.75% | 0.59% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 215.14 K | $69.43 M | 2,483.36% | 0.57% |
| CITADEL ADVISORS LLC | 05/15/2026 | 208.90 K | $67.41 M | 337.95% | 0.56% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 207.37 K | $66.92 M | -8.60% | 0.55% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 204.19 K | $65.89 M | -2.64% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 203.99 K | $63.43 M | 566.90% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 203.88 K | $65.79 M | -17.72% | 0.54% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 190.93 K | $61.61 M | -34.60% | 0.51% |
| UBS GROUP AG | 05/05/2026 | 177.39 K | $57.25 M | -5.67% | 0.47% |
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Advanced Energy Industries Inc. institutional Ownership - FAQ's
During the previous two years, 739 institutional investors and hedge funds held shares of Advanced Energy Industries Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 6.47 M
Invesco Ltd.: 1.83 M
FMR LLC: 1.59 M
STATE STREET CORP: 1.45 M
AMERIPRISE FINANCIAL INC: 1.31 M
EARNEST PARTNERS LLC: 1.23 M
108.90% of Advanced Energy Industries Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.04 M shares in the last 24 months. This purchase volume represents approximately $17.40 B in transactions.