ADVANCED ENERGY INDUSTRIES INC (AEIS) — Institutional Holders, Q2 2026

697 institutional investment managers reported a AEIS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $15.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AEIS stock profile

AEIS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

177

Added to

213

Trimmed

219

Sold out

Biggest buyers

JANE STREET GROUPAdded · +701,257 sh+$261.5M
D. E. ShawNew · +585,573 sh+$218.3M
CITADEL ADVISORSNew · +387,850 sh+$144.6M
AQR CAPITAL MANAGEMENTAdded · +274,808 sh+$102.5M
Qube Research & Technologies LtdAdded · +271,223 sh+$101.1M

Biggest sellers

BlackRockTrimmed · -1,844,341 sh-$687.7M
Whale Rock Capital ManagementSold out · -1,022,112 sh-$381.1M
Invesco Ltd.Trimmed · -644,480 sh-$240.3M
FULLER & THALER ASSET MANAGEMENTTrimmed · -386,591 sh-$144.1M
EARNEST PARTNERSTrimmed · -272,225 sh-$101.5M

AEIS 13F holders ranked 1–100 of 697

Institutional investors reporting a position in ADVANCED ENERGY INDUSTRIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 4,626,399 sh	4,626,399	$1.7B	0.03%	-71.1%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 2,143,658 sh	2,143,658	$799.3M	0.04%	-7.6%
3	VANGUARD CAPITAL MANAGEMENT#3 · 1,714,026 sh	1,714,026	$639.1M	0.01%	+1.3%
4	AMERIPRISE FINANCIAL#4 · 1,559,661 sh	1,559,661	$581.4M	0.12%	-67.6%
5	FMR#5 · 1,416,875 sh	1,416,875	$528.3M	0.02%	-90.2%
6	STATE STREET#6 · 1,272,597 sh	1,272,597	$474.4M	0.01%	-90.5%
7	Invesco Ltd.#7 · 1,188,258 sh	1,188,258	$443.1M	0.04%	-69.0%
8	BANK OF AMERICA#8 · 1,025,403 sh	1,025,403	$382.3M	0.02%	-18.9%
9	EARNEST PARTNERS#9 · 954,262 sh	954,262	$355.8M	1.28%	-22.2%
10	GEODE CAPITAL MANAGEMENT#10 · 938,239 sh	938,239	$351.0M	0.02%	-16.2%
11	JANE STREET GROUP#11 · 815,680 sh	815,680	$304.1M	0.03%	+66.7%
12	FRANKLIN RESOURCES#12 · 686,434 sh	686,434	$256.0M	0.06%	+28.9%
13	DIMENSIONAL FUND ADVISORS#13 · 655,584 sh	655,584	$244.4M	0.04%	+0.5%
14	D. E. Shaw#14 · 585,573 sh	585,573	$218.3M	0.10%	New
15	GW&K Investment Management#15 · 577,834 sh	577,834	$215.5M	1.68%	-3.9%
16	WELLINGTON MANAGEMENT GROUP LLP#16 · 847,090 sh	847,090	$190.8M	0.03%	+2.6%
17	MILLENNIUM MANAGEMENT#17 · 16,125,740 sh	16,125,740	$185.4M	0.07%	-62.8%
18	NORGES BANK#18 · 486,582 sh	486,582	$181.4M	0.02%	—
19	AQR CAPITAL MANAGEMENT#19 · 478,794 sh	478,794	$177.9M	0.06%	+134.7%
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE#20 · 445,629 sh	445,629	$166.2M	0.13%	+95.5%
21	Neuberger Berman Group#21 · 414,656 sh	414,656	$154.6M	0.10%	-28.9%
22	MORGAN STANLEY#22 · 3,053,534 sh	3,053,534	$152.4M	<0.01%	+864.8%
23	CITADEL ADVISORS#23 · 387,850 sh	387,850	$144.6M	0.02%	New
24	MASSACHUSETTS FINANCIAL SERVICES#24 · 375,982 sh	375,982	$140.2M	0.04%	-7.4%
25	GOLDMAN SACHS GROUP#25 · 363,080 sh	363,080	$135.4M	0.01%	-22.7%
26	NORTHERN#26 · 344,997 sh	344,997	$128.6M	0.01%	-28.3%
27	Qube Research & Technologies Ltd#27 · 340,102 sh	340,102	$126.8M	0.12%	+393.8%
28	Analog Century Management#28 · 332,945 sh	332,945	$124.1M	4.54%	+2.6%
29	PRINCIPAL FINANCIAL GROUP#29 · 329,331 sh	329,331	$122.8M	0.06%	-34.7%
30	LOOMIS SAYLES & L P#30 · 326,257 sh	326,257	$121.7M	0.15%	-20.8%
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 325,723 sh	325,723	$121.5M	0.02%	-22.0%
32	Fisher Asset Management#32 · 304,471 sh	304,471	$113.5M	0.03%	-11.5%
33	BNP Paribas Asset Management Holding S.A.#33 · 278,288 sh	278,288	$103.8M	0.10%	+36.3%
34	SNYDER CAPITAL MANAGEMENT L P#34 · 256,814 sh	256,814	$95.8M	1.65%	-2.5%
35	Bank of New York Mellon#35 · 256,709 sh	256,709	$95.7M	0.02%	-46.7%
36	ALLIANCEBERNSTEIN L.P.#36 · 283,983 sh	283,983	$91.6M	0.03%	-37.9%
37	VANGUARD FIDUCIARY#37 · 245,190 sh	245,190	$91.4M	0.02%	-6.7%
38	HRT FINANCIAL#38 · 245,568 sh	245,568	$91.2M	0.23%	New
39	JPMORGAN CHASE#39 · 1,267,219 sh	1,267,219	$90.7M	<0.01%	-22.1%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP#40 · 241,232 sh	241,232	$89.9M	<0.01%	+218.1%
41	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#41 · 240,845 sh	240,845	$89.8M	0.04%	-28.2%
42	RAYMOND JAMES FINANCIAL#42 · 240,345 sh	240,345	$89.6M	0.02%	+163.7%
43	FIRST ADVISORS#43 · 235,394 sh	235,394	$87.8M	0.05%	+62.6%
44	PRICE T ROWE ASSOCIATES#44 · 219,468 sh	219,468	$81.8M	<0.01%	-13.7%
45	SILVERCREST ASSET MANAGEMENT GROUP#45 · 207,316 sh	207,316	$77.3M	0.51%	-31.9%
46	MARSHALL WACE, LLP#46 · 204,788 sh	204,788	$76.4M	0.06%	+172.1%
47	LOS ANGELES CAPITAL MANAGEMENT#47 · 190,097 sh	190,097	$70.9M	0.26%	+758.1%
48	DRIEHAUS CAPITAL MANAGEMENT#48 · 184,957 sh	184,957	$69.0M	0.40%	+4.5%
49	ACADIAN ASSET MANAGEMENT#49 · 174,328 sh	174,328	$65.0M	0.08%	+88.1%
50	WELLS FARGO & COMPANY#50 · 1,527,161 sh	1,527,161	$63.5M	0.01%	-29.8%
51	SEI INVESTMENTS#51 · 164,584 sh	164,584	$61.4M	0.05%	-70.0%
52	ENVESTNET ASSET MANAGEMENT#52 · 164,207 sh	164,207	$61.2M	0.01%	-19.5%
53	NEW YORK STATE COMMON RETIREMENT FUND#53 · 158,574 sh	158,574	$59.1M	0.07%	-40.5%
54	TD ASSET MANAGEMENT#54 · 155,455 sh	155,455	$58.0M	0.05%	-27.7%
55	Nuveen#55 · 155,136 sh	155,136	$57.8M	0.01%	+42.9%
56	CONGRESS ASSET MANAGEMENT#56 · 150,510 sh	150,510	$56.1M	—	-27.4%
57	SORA INVESTORS#57 · 139,963 sh	139,963	$52.2M	4.00%	+16.4%
58	BAMCO#58 · 139,367 sh	139,367	$52.0M	0.08%	-48.1%
59	Munro Partners#59 · 135,051 sh	135,051	$50.4M	1.11%	New
60	Toroso Investments#60 · 132,991 sh	132,991	$49.6M	0.09%	+150.6%
61	TUDOR INVESTMENT ET AL#61 · 126,182 sh	126,182	$47.0M	0.07%	New
62	SOROS FUND MANAGEMENT#62 · 16,821,000 sh	16,821,000	$45.9M	0.56%	New
63	UBS Group AG#63 · 204,013 sh	204,013	$45.7M	<0.01%	-28.5%
64	Artemis Investment Management LLP#64 · 118,889 sh	118,889	$44.3M	—	New
65	FEDERATED HERMES#65 · 115,235 sh	115,235	$43.0M	0.06%	-4.5%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#66 · 113,729 sh	113,729	$42.4M	<0.01%	+15.2%
67	NOMURA ASSET MANAGEMENT INTERNATIONAL#67 · 109,174 sh	109,174	$40.7M	0.06%	-32.0%
68	JOHNSTON ASSET MANAGEMENT#68 · 108,893 sh	108,893	$40.6M	1.42%	-2.0%
69	RHUMBLINE ADVISERS#69 · 108,580 sh	108,580	$40.5M	0.03%	-6.4%
70	CITIGROUP#70 · 104,938 sh	104,938	$39.1M	0.01%	-82.9%
71	Squarepoint Ops#71 · 103,429 sh	103,429	$38.6M	0.04%	New
72	Ceredex Value Advisors#72 · 98,850 sh	98,850	$36.9M	1.04%	+17.2%
73	LORD, ABBETT#73 · 4,254,920 sh	4,254,920	$36.8M	0.11%	-53.5%
74	RENAISSANCE TECHNOLOGIES#74 · 98,562 sh	98,562	$36.8M	0.05%	+4144.7%
75	Connor, Clark & Lunn Investment Management Ltd.#75 · 97,958 sh	97,958	$36.5M	0.07%	+30.3%
76	Jump Financial#76 · 96,690 sh	96,690	$36.1M	0.29%	New
77	TEMA ETFS#77 · 96,621 sh	96,621	$36.0M	—	+151.1%
78	M&G Plc#78 · 9,456,734 sh	9,456,734	$35.8M	0.18%	-14.6%
79	First Eagle Investment Management#79 · 91,535 sh	91,535	$34.1M	0.06%	+11.9%
80	Freestone Grove Partners#80 · 87,213 sh	87,213	$32.5M	0.21%	+323.2%
81	CI INVESTMENTS#81 · 86,122 sh	86,122	$32.1M	0.10%	New
82	Amanah#82 · 85,000 sh	85,000	$31.7M	—	0.0%
83	FULLER & THALER ASSET MANAGEMENT#83 · 83,344 sh	83,344	$31.1M	0.08%	-82.3%
84	WCM INVESTMENT MANAGEMENT#84 · 82,512 sh	82,512	$28.7M	0.05%	-16.4%
85	Swiss National Bank#85 · 76,320 sh	76,320	$28.5M	0.01%	+2.3%
86	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#86 · 75,137 sh	75,137	$28.0M	0.02%	+3.8%
87	DENDUR CAPITAL#87 · 75,000 sh	75,000	$28.0M	1.47%	New
88	TWO SIGMA INVESTMENTS#88 · 74,131 sh	74,131	$27.6M	0.02%	New
89	PINNACLE ASSOCIATES LTD#89 · 73,912 sh	73,912	$27.6M	—	-7.2%
90	MetLife Investment Management#90 · 73,471 sh	73,471	$27.4M	0.12%	-26.4%
91	BARCLAYS PLC#91 · 73,170 sh	73,170	$27.3M	<0.01%	-98.4%
92	KENNEDY CAPITAL MANAGEMENT#92 · 72,835 sh	72,835	$27.2M	0.48%	+154.4%
93	THAMES CAPITAL MANAGEMENT#93 · 70,220 sh	70,220	$26.2M	2.15%	+83.5%
94	FORT WASHINGTON INVESTMENT ADVISORS#94 · 70,060 sh	70,060	$26.1M	—	-21.9%
95	BNP PARIBAS FINANCIAL MARKETS#95 · 803,278 sh	803,278	$25.6M	<0.01%	-98.2%
96	Retirement Systems of Alabama#96 · 67,900 sh	67,900	$25.3M	0.08%	+46.7%
97	Aperture Investors#97 · 65,602 sh	65,602	$24.5M	2.21%	New
98	PIPER SANDLER#98 · 9,000,000 sh	9,000,000	$24.4M	18.10%	New
99	Troluce Capital Advisors#99 · 65,000 sh	65,000	$24.2M	2.50%	New
100	SEGALL BRYANT & HAMILL#100 · 64,077 sh	64,077	$23.9M	0.28%	-18.1%

Funds that sold out of AEIS in Q2 2026 (69)

Held AEIS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AEIS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Whale Rock Capital Management1,022,112 sh	1,022,112	$329.8M
T. Rowe Price Investment Management231,240 sh	231,240	$74.6M
Channing Capital Management230,533 sh	230,533	$74.4M
Oribel Capital Management113,800 sh	113,800	$36.7M
Senator Investment Group100,000 sh	100,000	$32.3M
Point72 Asset Management, L.P.96,548 sh	96,548	$31.2M
Informed Momentum44,577 sh	44,577	$14.4M
Ardmore Road Asset Management44,000 sh	44,000	$14.2M
Lisanti Capital Growth23,736 sh	23,736	$7.7M
NATIXIS22,000 sh	22,000	$7.1M
MIRAE ASSET GLOBAL ETFS Ltd.17,709 sh	17,709	$5.7M
VMS Asset Management Limited16,796 sh	16,796	$5.4M
1832 Asset Management L.P.14,700 sh	14,700	$4.7M
Science & Technology Partners, L.P.12,950 sh	12,950	$4.2M
SummitTX Capital, L.P.12,484 sh	12,484	$4.0M
MOODY ALDRICH PARTNERS12,174 sh	12,174	$3.9M
DEAN INVESTMENT ASSOCIATES11,172 sh	11,172	$3.6M
Tairen Capital Ltd10,456 sh	10,456	$3.4M
Polar Asset Management Partners10,014 sh	10,014	$3.2M
Dean Capital Management7,839 sh	7,839	$2.5M
ARDSLEY ADVISORY PARTNERS5,000 sh	5,000	$1.6M
CloudAlpha Capital Management Limited/Hong Kong4,783 sh	4,783	$1.5M
NOMURA4,290 sh	4,290	$1.4M
Telligent Fund3,300 sh	3,300	$1.1M
ION Fund Management Ltd3,000 sh	3,000	$968.1K
SIERRA SUMMIT ADVISORS2,771 sh	2,771	$894.2K
SANDLER CAPITAL MANAGEMENT2,500 sh	2,500	$806.8K
DANSKE BANK A/S2,395 sh	2,395	$772.9K
J.W. COLE ADVISORS2,196 sh	2,196	$708.7K
Point1,906 sh	1,906	$615.1K
Jackson Creek Investment Advisors1,384 sh	1,384	$447.0K
INDEPENDENT FINANCIAL GROUP1,326 sh	1,326	$427.9K
SILVER OAK SECURITIES1,250 sh	1,250	$403.4K
Vise Technologies1,874 sh	1,874	$392.4K
Empowered Funds1,210 sh	1,210	$390.5K
FORA Capital1,197 sh	1,197	$386.6K
ROMAN BUTLER FULLERTON1,050 sh	1,050	$385.3K
HOLLENCREST SECURITIES1,139 sh	1,139	$367.6K
CAPSTONE INVESTMENT ADVISORS854 sh	854	$275.6K
Hilltop843 sh	843	$272.0K
UNITED CAPITAL FINANCIAL ADVISORS805 sh	805	$259.8K
IPG Investment Advisors795 sh	795	$256.6K
Abacus Wealth Partners677 sh	677	$218.5K
Clearbridge Investments646 sh	646	$208.5K
Everhart Financial Group643 sh	643	$207.5K
Beacon Pointe Advisors637 sh	637	$205.7K
Kraft, Davis & Associates529 sh	529	$202.6K
Lloyd Advisory Services505 sh	505	$163.0K
BALLAST ADVISORS475 sh	475	$153.3K
Advisory Services Network418 sh	418	$134.9K
Penserra Capital Management315 sh	315	$101.0K
Employees Retirement System of Texas285 sh	285	$92.0K
Kemnay Advisory Services219 sh	219	$70.7K
Western Wealth Management163 sh	163	$52.6K
WFA of San Diego140 sh	140	$45.2K
Optiver Holding B.V.126 sh	126	$40.7K
Bayforest Capital Ltd110 sh	110	$35.5K
Root Financial Partners108 sh	108	$34.9K
Sound Income Strategies95 sh	95	$31.6K
Wall Street Financial Group85 sh	85	$27.4K
TWIN PEAKS WEALTH ADVISORS63 sh	63	$20.3K
Crews Bank23 sh	23	$7.4K
Annis Gardner Whiting Capital Advisors21 sh	21	$6.8K
Innovative Asset Advisors Group19 sh	19	$6.1K
TrueNorth12 sh	12	$3.9K
Capital Analysts10 sh	10	$3.0K
Vermillion Wealth Management4 sh	4	$1.3K
SHP Wealth Management2 sh	2	$645.00
CURIO WEALTH1 sh	1	$323.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.