AEIS
Advanced Energy Industries, Inc. · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 80.55K | $20.25M | n/a | n/a |
| Q2 2026 | 139 | +11 | 29.38M | $10.91B | +20 | −11 |
| Q1 2026 | 133 | +9 | 51.25M | $9.42B | +12 | −4 |
| Q4 2025 | 124 | -1 | 35.99M | $6.80B | +1 | −1 |
| Q3 2025 | 20 | +3 | 18.07M | $3.07B | +4 | −2 |
| Q2 2025 | 15 | 0 | 17.52M | $2.32B | n/a | n/a |
| Q1 2025 | 12 | +4 | 3.44M | $327.46M | +4 | n/a |
| Q4 2024 | 8 | -2 | 3.73M | $431.58M | n/a | −2 |
| Q3 2024 | 9 | 0 | 2.09M | $219.48M | +2 | −2 |
| Q2 2024 | 9 | n/a | 1.92M | $208.78M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 884.40K | +1.7% | $93.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (passive) | 556.46K | +29.4% | $58.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 327.27K | -1.9% | $34.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Fisher Asset Management ✦ | 125.72K | 0.0% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 80.10K | +22.8% | $8.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 64.43K | -5.2% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 41.30K | New | $4.35M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 3.62K | New | $380,864 | 0.0% | New | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 2.00K | -82.8% | $210,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $4.35M | 0.0% |
| Millennium Management | $380,864 | 0.0% |
Exited
| Point72 Asset Management | $1.32M | was 0.0% |
| AQR Capital Management | $396,866 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 572 holders, 40.79M shares, $12.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 270 sh · $82,285
Officer · 632 sh · $182,104
Director · 265 sh · $76,357
Officer · 907 sh · $263,075
Officer · 4.00K sh · $1.25M
Officer · 5.06K sh · $1.59M
Officer · 3.10K sh · $977,197
Officer · 2.18K sh · $688,139
Officer · 1.28K sh · $405,658
Officer · 480 sh · $152,938
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology