AEIS · Company research
Advanced Energy Industries Inc (AEIS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CHILTON INVESTMENT CO INC. | 1332632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12238 | 4563183 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10483 | 3908797 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5203 | 1940043 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73471 | 27395132 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4246 | 1583234 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2935 | 1094373 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 938 | 349752 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190 | 70845 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85 | 31694 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539 | 200976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Management ETF Advisors, LLC | 1698607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10582 | 3946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17802 | 6638 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38683 | 14423730 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18996 | 7083039 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 874791 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10073 | 3755920 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Driehaus Capital Management LLC | 938206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184957 | 68964917 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14176 | 5286055 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26000 | 9694620 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 167792 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 10067 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1779 | 663336 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1168 | 435512 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2544 | 948581 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394 | 146911 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WestEnd Advisors, LLC | 1351731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 13568 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Analog Century Management LP | 1753384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332945 | 124145202 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 9 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OAK ASSOCIATES LTD /OH/ | 836372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8091 | 3016891 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1130 | 421343 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126182 | 47049482 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11929 | 4447966 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 558 | 208061 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 541066 | 201747 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4012 | 1495954 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Red Spruce Capital, LLC | 1795356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 981 | 365785 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222 | 82777 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 373 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150510 | 56120842 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2648 | 987360 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1429957 | 533061113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33988 | 12673 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792812 | 296795860 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7880 | 2938216 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 75693 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| O'Connor Alternative Investments LLC | 2081629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11850 | 4418510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 24745 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Symphony Financial Services, Inc. | 2031979 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1075 | 400836 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Pier Capital, LLC | 1310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18128 | 6759387 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CONNABLE OFFICE INC | 914933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2505 | 934039 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1009016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70060 | 26123272 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SCALAR GAUGE MANAGEMENT, LLC | 1965542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26000 | 9694620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1865 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158574 | 59127487 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54371 | 20273315 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 48473 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 182706 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6934 | 2585388 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72835 | 27157986 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8607 | 3209292 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78841 | 29397444 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16442821 | 44098 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 7659 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20792 | 7752713 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 12305 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2573000 | 7055533 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 17 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 75810 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37959 | 14153772 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 860486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1345 | 501510 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 373 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5679 | 2118 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84366 | 31457550 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16817 | 6270555 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SNYDER CAPITAL MANAGEMENT L P | 1050477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256814 | 95758236 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20269 | 7557707 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49941 | 18622 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2250 | 83895750 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190097 | 70881469 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4558 | 1699541 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Oak Harvest Investment Services | 1839430 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 2610090 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.