Advanced Energy Industries, Inc. (AEIS) Institutional Ownership & Insider Trading

678 institutions reported holding Advanced Energy Industries, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 61 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

AEISAdvanced Energy Industries, Inc.Follow AEIS — free

Electrical Equipment & Parts · Industrials

—

Price chart with a free account

Market cap: 8.7B
P/E TTM: 40.3
Dividend yield: 0.2%
52-week: —
Next earnings: 2 Nov, in 9 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

678 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -3.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	678	40	-3.0%	200	153	205	56
Mar 26	570	41	+1.0%	151	140	190	34
Dec 25	456	42	+1.2%	150	71	142	24
Sep 25	391	40	+2.7%	125	47	131	27
Jun 25	367	40	-0.7%	123	48	117	29
Mar 25	347	40	-1.5%	113	48	99	19
Dec 24	316	41	+4.4%	107	31	84	31
Sep 24	311	38	-5.1%	89	25	101	22

Advanced Energy Industries, Inc. — questions

Who owns Advanced Energy Industries, Inc. stock?: 678 institutions reported Advanced Energy Industries, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (11.6%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.3%), VANGUARD CAPITAL MANAGEMENT LLC (4.3%).
Are Advanced Energy Industries, Inc. insiders buying or selling?: 61 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Advanced Energy Industries, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.