Tamarly Intelligence

Who Holds Advanced Energy Industries Inc (AEIS)? 679 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 679 holders, $14.3 billion in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
BlackRock, Inc.4,626,399$1.7 billion-29%13F
VANGUARD PORTFOLIO MANAGEMENT LLC2,143,658$799 million-8%13F
VANGUARD CAPITAL MANAGEMENT LLC1,714,026$639 million+1%13F
AMERIPRISE FINANCIAL INC1,559,661$581 million+19%13F
FMR LLC1,416,875$528 million-11%13F
STATE STREET CORP1,272,597$474 million-12%13F
Invesco Ltd.1,188,258$443 million-35%13F
BANK OF AMERICA CORP /DE/1,025,403$382 million-3%13F
EARNEST PARTNERS LLC954,262$356 million-22%13F
GEODE CAPITAL MANAGEMENT, LLC938,239$351 million-16%13F
JANE STREET GROUP, LLC815,680$304 million+613%13F
FRANKLIN RESOURCES INC686,434$256 million+29%13F
DIMENSIONAL FUND ADVISORS LP655,584$244 million+1%13F
D. E. Shaw & Co., Inc.585,573$218 million+36498%13F
WELLINGTON MANAGEMENT GROUP LLP509,090$190 million+31%13F
NORGES BANK486,582$181 millionNew13F
AQR CAPITAL MANAGEMENT LLC478,794$178 million+135%13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE445,629$166 million+96%13F
NEUBERGER BERMAN GROUP LLC414,656$155 million-29%13F
MORGAN STANLEY390,534$146 million+23%13F
CITADEL ADVISORS LLC387,850$145 millionNew13F
MILLENNIUM MANAGEMENT LLC381,740$142 million+26%13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/375,982$140 million-7%13F
GOLDMAN SACHS GROUP INC363,080$135 million-23%13F
NORTHERN TRUST CORP344,997$129 million-28%13F
Qube Research & Technologies Ltd340,102$127 million+394%13F
Analog Century Management LP332,945$124 million+3%13F
PRINCIPAL FINANCIAL GROUP INC329,331$123 million-35%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC325,723$121 million-22%13F
LOOMIS SAYLES & CO L P318,553$119 million-5%13F
Fisher Asset Management, LLC304,471$114 million-12%13F
BNP PARIBAS ASSET MANAGEMENT Holding S.A.278,288$104 million+36%13F
SNYDER CAPITAL MANAGEMENT L P256,814$96 million-2%13F
Bank of New York Mellon Corp256,709$96 million-9%13F
ALLIANCEBERNSTEIN L.P.283,983$92 million-38%13F
VANGUARD FIDUCIARY TRUST CO245,190$91 million-7%13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP241,232$90 million+218%13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP240,845$90 million-28%13F
RAYMOND JAMES FINANCIAL INC240,345$90 million+164%13F
JPMORGAN CHASE & CO251,219$88 million+67%13F
FIRST TRUST ADVISORS LP235,394$88 million+63%13F
SILVERCREST ASSET MANAGEMENT GROUP LLC207,316$77 million-32%13F
MARSHALL WACE, LLP204,788$76 million+172%13F
LOS ANGELES CAPITAL MANAGEMENT LLC190,097$71 million+758%13F
Driehaus Capital Management LLC184,957$69 million+4%13F
SEI INVESTMENTS CO164,584$61 million-26%13F
ENVESTNET ASSET MANAGEMENT INC164,207$61 million-19%13F
WELLS FARGO & COMPANY/MN160,161$60 million-16%13F
NEW YORK STATE COMMON RETIREMENT FUND158,574$59 million-41%13F
TD Asset Management Inc155,455$58 million-28%13F
Nuveen, LLC155,136$58 million+43%13F
CONGRESS ASSET MANAGEMENT CO150,510$56 million-27%13F
SORA INVESTORS LLC139,963$52 million+16%13F
BAMCO INC /NY/139,367$52 million-48%13F
Munro Partners135,051$50 millionNew13F
Tidal Investments LLC132,991$50 million+151%13F
TUDOR INVESTMENT CORP ET AL126,182$47 millionNew13F
UBS Group AG122,013$45 million-31%13F
Artemis Investment Management LLP118,889$44 millionNew13F
FEDERATED HERMES, INC.115,235$43 million-4%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC113,729$42 million+15%13F
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.109,174$41 million-32%13F
Hardman Johnston Global Advisors LLC108,893$41 million-2%13F
RHUMBLINE ADVISERS108,580$40 million-6%13F
CITIGROUP INC104,938$39 million+56%13F
Squarepoint Ops LLC103,429$39 millionNew13F
Ceredex Value Advisors LLC98,850$37 million+17%13F
RENAISSANCE TECHNOLOGIES LLC98,562$37 million+4145%13F
Connor, Clark & Lunn Investment Management Ltd.97,958$37 million+30%13F
Jump Financial, LLC96,690$36 millionNew13F
Tema ETFs LLC96,621$36 million+151%13F
First Eagle Investment Management, LLC91,535$34 million+12%13F
Freestone Grove Partners LP87,213$33 million+323%13F
CI INVESTMENTS INC.86,122$32 millionNew13F
Amanah Holdings Trust85,000$32 million+0%13F
FULLER & THALER ASSET MANAGEMENT, INC.83,344$31 million-82%13F
WCM INVESTMENT MANAGEMENT, LLC82,512$29 million-16%13F
Swiss National Bank76,320$28 million+2%13F
California Public Employees Retirement System75,137$28 million+4%13F
DENDUR CAPITAL LP75,000$28 millionNew13F
TWO SIGMA INVESTMENTS, LP74,131$28 millionNew13F
PINNACLE ASSOCIATES LTD73,912$28 million-7%13F
MetLife Investment Management, LLC73,471$27 million-26%13F
BARCLAYS PLC73,170$27 million+104%13F
KENNEDY CAPITAL MANAGEMENT LLC72,835$27 million+154%13F
THAMES CAPITAL MANAGEMENT LLC70,220$26 million+84%13F
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/70,060$26 million-22%13F
Retirement Systems of Alabama67,900$25 million+47%13F
Aperture Investors, LLC65,602$24 millionNew13F
Troluce Capital Advisors LLC65,000$24 millionNew13F
SEGALL BRYANT & HAMILL, LLC64,077$24 million-17%13F
BNP PARIBAS FINANCIAL MARKETS63,278$24 million-78%13F
PDT Partners, LLC62,188$23 million+1784%13F
Public Sector Pension Investment Board62,056$23 million+139%13F
Tributary Capital Management, LLC58,540$22 million-26%13F
Creative Planning57,907$22 million+4%13F
CANADA PENSION PLAN INVESTMENT BOARD57,840$22 millionNew13F
DEUTSCHE BANK AG\56,379$21 million-20%13F
STEELHEAD PARTNERS LLC55,174$21 millionNew13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC55,106$21 millionNew13F

Questions and answers

How many institutions hold Advanced Energy Industries Inc?
679 managers reported Advanced Energy Industries Inc on Form 13F for the quarter ended 30 June 2026, against 578 the quarter before.
Who is the largest institutional holder of Advanced Energy Industries Inc?
BlackRock, Inc., with 4,626,399 shares worth $1.7 billion on its 13F for Q2 2026.
How many institutions bought or sold out of Advanced Energy Industries Inc in Q2 2026?
179 managers reported a new position and 78 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Advanced Energy Industries Inc, Q2 2026", https://app.tamarly.ai/holders/advanced-energy-industries, built from SEC EDGAR.

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