AEIS
Advanced Energy Industries, Inc. · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth +17.6% ·
share flow -1.2% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2025 | 12 | +4 | 3.44M | $327.46M | +4 | — |
| Q4 2024 | 8 | -2 | 3.73M | $431.58M | — | −2 |
| Q3 2024 | 9 | 0 | 2.09M | $219.48M | +2 | −2 |
| Q2 2024 | 9 | — | 1.92M | $208.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.72M | +0.5% | $973.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×19 |
| 2 | The Vanguard Group ✦ (passive) | 4.87M | -0.1% | $829.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 2.73M | -19.2% | $464.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 4 | State Street Global Advisors ✦ (passive) | 1.63M | -1.4% | $277.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passive) | 928.43K | +0.3% | $157.98M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 483.36K | — | $82.24M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 7 | Goldman Sachs Group ✦ | 369.95K | — | $62.94M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 8 | Morgan Stanley ✦ | 349.03K | — | $59.38M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 9 | Wellington Management ✦ | 294.89K | New | $50.17M | 0.0% | New | 1 | SEC ↗ ×3 |
| 10 | Fisher Asset Management ✦ | 289.52K | +5.7% | $49.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Millennium Management ✦ | 169.80K | +790.8% | $28.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 123.91K | New | $21.08M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 34.50K | +5.4% | $5.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 26.26K | +40.4% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Gotham Asset Management ✦ | 11.24K | -20.9% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 9.47K | New | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 6.55K | -85.0% | $1.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 4.81K | -88.1% | $819,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 4.03K | -94.8% | $685,324 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 3.60K | New | $612,504 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $50.17M | 0.0% |
| Arrowstreet Capital | $21.08M | 0.0% |
| Bridgewater Associates | $1.61M | 0.0% |
| Point72 Asset Management | $612,504 | 0.0% |
Exited
| Norges Bank | $58.77M | was 0.0% |
| Renaissance Technologies | $3.73M | 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