Save your place

Sign in to WhoBought

Please try again later.

Advanced Energy Industries, Inc. (AEIS) institutional ownership

Latest close $280.67 Jul 20, 2026
Market cap$10.9B 52-week range SectorIndustrials
Funds holding · Q1 2026
558
reported AEIS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $54M
317 buyers · 241 sellers

Advanced Energy Industries, Inc. (AEIS) price and institutional activity

Dates

Q1 2026

$1.5B bought by 317 investors
Whale Rock Capital Management LLC$296MBlackRock$112M +315 more
$1.5B sold by 241 investors
Norges-$171MVanguard-$116M +239 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Advanced Energy Industries, Inc. (AEIS) institutional activity · 241

Investor Type Est. change Change Δ Own Date
Norges · Exited −$171M
Change −589K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$171M −589K −100.0% Q1 2026
Vanguard · Reduced −$116M
Change −400K Date Q1 2026
Vanguard Reduced· Q1 2026 −$116M −400K Q1 2026
Ameriprise Financial Inc · Reduced −$96M
Change −332K Date Q1 2026
Ameriprise Financial Inc Reduced· Q1 2026 −$96M −332K Q1 2026
FMR LLC · Reduced −$83M
Change −286K Δ Own −15.3% Date Q1 2026
FMR LLC Reduced· Q1 2026 −$83M −286K −15.3% Q1 2026
Earnest Partners LLC · Reduced −$53M
Change −182K Date Q1 2026
Earnest Partners LLC Reduced· Q1 2026 −$53M −182K Q1 2026
Neuberger Berman Group LLC · Reduced −$49M
Change −170K Date Q1 2026
Neuberger Berman Group LLC Reduced· Q1 2026 −$49M −170K Q1 2026
Massachusetts Financial Services Co · Reduced −$46M
Change −160K Date Q1 2026
Massachusetts Financial Services Co Reduced· Q1 2026 −$46M −160K Q1 2026
Summit Partners Public Asset Management, LLC · Reduced −$45M
Change −154K Date Q1 2026
Summit Partners Public Asset Management, LLC Reduced· Q1 2026 −$45M −154K Q1 2026
Loomis Sayles & Co L P · Reduced −$44M
Change −153K Date Q1 2026
Loomis Sayles & Co L P Reduced· Q1 2026 −$44M −153K Q1 2026
Analog Century Management LP · Reduced −$40M
Change −139K Date Q1 2026
Analog Century Management LP Reduced· Q1 2026 −$40M −139K Q1 2026
Alliancebernstein L.P. · Reduced −$31M
Change −106K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −$31M −106K Q1 2026
Public Sector Pension Investment Board · Reduced −$30M
Change −105K Date Q1 2026
Public Sector Pension Investment Board Reduced· Q1 2026 −$30M −105K Q1 2026
Wells Fargo & Company · Reduced −$29M
Change −101K Date Q1 2026
Wells Fargo & Company Reduced· Q1 2026 −$29M −101K Q1 2026
State Street · Reduced −$25M
Change −87K Date Q1 2026
State Street Reduced· Q1 2026 −$25M −87K Q1 2026
Segall Bryant & Hamill, LLC · Reduced −$24M
Change −81K Date Q1 2026
Segall Bryant & Hamill, LLC Reduced· Q1 2026 −$24M −81K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 241

Famous investor activity in Advanced Energy Industries, Inc. (AEIS)

Advanced Energy Industries, Inc. (AEIS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Shirley Brian · Director Sell −$459K
Price $372.35 Qty −1K Owned 7K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Shirley Brian Director Sell $372.35 −1K −$459K 7K Jun 15, 2026 Jun 17, 2026
Shirley Brian · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Shirley Brian Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Roush John A. · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Roush John A. Director Grant (A) 587 587 May 7, 2026 May 8, 2026
David Reed · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
David Reed Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Minnix Lanesha · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Minnix Lanesha Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Foster Ronald C. · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Foster Ronald C. Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Donikowski Tina · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Donikowski Tina Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Delsanto Anne · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Delsanto Anne Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Ball Frederick · Director Grant (A) 587
Owned 587 Trade date May 7, 2026 Filed date May 8, 2026
Ball Frederick Director Grant (A) 587 587 May 7, 2026 May 8, 2026
Beard Grant H. · Director Grant (A) 760
Owned 760 Trade date May 7, 2026 Filed date May 8, 2026
Beard Grant H. Director Grant (A) 760 760 May 7, 2026 May 8, 2026
Minnix Lanesha · Director 2 operations 0
Owned 0 Trade date May 2, 2026 Filed date May 5, 2026
Minnix Lanesha Director 2 operations 0 0 May 2, 2026 May 5, 2026
Beard Grant H. · Director 2 operations 0
Owned 0 Trade date May 2, 2026 Filed date May 5, 2026
Beard Grant H. Director 2 operations 0 0 May 2, 2026 May 5, 2026
Ball Frederick · Director 2 operations 0
Owned 0 Trade date May 2, 2026 Filed date May 5, 2026
Ball Frederick Director 2 operations 0 0 May 2, 2026 May 5, 2026
Foster Ronald C. · Director 2 operations 0
Owned 0 Trade date May 2, 2026 Filed date May 5, 2026
Foster Ronald C. Director 2 operations 0 0 May 2, 2026 May 5, 2026
Donikowski Tina · Director 2 operations 0
Owned 0 Trade date May 2, 2026 Filed date May 5, 2026
Donikowski Tina Director 2 operations 0 0 May 2, 2026 May 5, 2026
15 of 76
15 of 76 Sign in to continue to older insider transactions.

Advanced Energy Industries, Inc. (AEIS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 6.0M
% of shares outstanding 16.1% Filing date Jan 22, 2024
BlackRock Inc. 6.0M 16.1% Jan 22, 2024
Vanguard Group Inc 4.5M
% of shares outstanding 12.0% Filing date Feb 13, 2024
Vanguard Group Inc 4.5M 12.0% Feb 13, 2024
Blackrock, Inc. 4.5M
% of shares outstanding 11.9% Filing date Apr 29, 2026
Blackrock, Inc. 4.5M 11.9% Apr 29, 2026
FMR LLC 4.1M
% of shares outstanding 11.1% Filing date Feb 9, 2024
FMR LLC 4.1M 11.1% Feb 9, 2024
Ameriprise Financial Inc 2.5M
% of shares outstanding 6.7% Filing date Feb 14, 2024
Ameriprise Financial Inc 2.5M 6.7% Feb 14, 2024
Vanguard Portfolio Management LLC 2.4M
% of shares outstanding 6.2% Filing date Apr 28, 2026
Vanguard Portfolio Management LLC 2.4M 6.2% Apr 28, 2026
Vanguard Capital Management LLC 2.0M
% of shares outstanding 5.2% Filing date Apr 29, 2026
Vanguard Capital Management LLC 2.0M 5.2% Apr 29, 2026
BlackRock Portfolio Management LLC 2.0M
% of shares outstanding 5.2% Filing date May 1, 2026
BlackRock Portfolio Management LLC 2.0M 5.2% May 1, 2026
8 of 10

Advanced Energy Industries, Inc. (AEIS) ownership FAQ

Who owns AEIS?

558 reporting institutions disclosed AEIS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.