Advanced Energy Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.88 M | $618.31 M | 100.00% | 15.65% |
| VANGUARD GROUP INC | 11/13/2024 | 4.84 M | $509.76 M | 4.86% | 12.91% |
| FMR LLC | 11/13/2024 | 4.24 M | $446.08 M | 3.97% | 11.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.58 M | $271.58 M | -4.26% | 6.88% |
| STATE STREET CORP | 11/14/2024 | 1.70 M | $179.24 M | 1.43% | 4.54% |
| EARNEST PARTNERS LLC | 11/14/2024 | 1.64 M | $172.73 M | -2.41% | 4.37% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 901,882 | $94.91 M | -5.16% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 884,402 | $93.09 M | 1.73% | 2.36% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 877,265 | $92.32 M | -0.48% | 2.34% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/13/2024 | 748,961 | $78.82 M | 1.19% | 2.00% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 666,506 | $70.14 M | -1.40% | 1.78% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 635,772 | $66.91 M | -1.84% | 1.69% |
| BAMCO INC /NY/ | 11/14/2024 | 513,071 | $54.00 M | 0.00% | 1.37% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 483,848 | $50.92 M | 12.45% | 1.29% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2024 | 471,157 | $49.58 M | -3.26% | 1.26% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 467,902 | $49.24 M | -9.04% | 1.25% |
| SNYDER CAPITAL MANAGEMENT L P | 11/14/2024 | 454,549 | $47.84 M | 7.42% | 1.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 441,588 | $46.47 M | -0.77% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 424,592 | $44.68 M | -21.40% | 1.13% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 403,679 | $42.48 M | 6.15% | 1.08% |
| MORGAN STANLEY | 11/14/2024 | 381,508 | $40.15 M | 20.88% | 1.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 376,635 | $39.64 M | 54.81% | 1.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 373,981 | $39.36 M | -2.32% | 1.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 334,333 | $35.19 M | -0.62% | 0.89% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 327,267 | $34.44 M | -1.95% | 0.87% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 312,520 | $32.89 M | 32.41% | 0.83% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 260,958 | $27.46 M | 14.55% | 0.70% |
| MACQUARIE GROUP LTD | 11/14/2024 | 255,148 | $26.85 M | 18.50% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 218,550 | $23.00 M | -73.43% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 206,834 | $21.77 M | -1.28% | 0.55% |
| SEI INVESTMENTS CO | 11/12/2024 | 205,221 | $21.60 M | -7.68% | 0.55% |
| INVESCO LTD. | 11/12/2024 | 198,964 | $20.94 M | 1.77% | 0.53% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/24/2024 | 187,240 | $19.71 M | -0.49% | 0.50% |
| PINNACLE ASSOCIATES LTD | 10/25/2024 | 176,683 | $19.24 M | 3.65% | 0.47% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 139,815 | $14.64 M | 0.77% | 0.37% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 136,897 | $14.41 M | 24.32% | 0.36% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10/25/2024 | 126,696 | $13.33 M | -1.55% | 0.34% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 125,719 | $13.23 M | 0.03% | 0.34% |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 10/30/2024 | 123,650 | $13.01 M | -5.31% | 0.33% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 118,633 | $12.48 M | 5.23% | 0.32% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 11/08/2024 | 116,934 | $12.31 M | 100.00% | 0.31% |
| RHUMBLINE ADVISERS | 11/12/2024 | 109,158 | $11.49 M | -2.75% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 106,211 | $11.18 M | -0.98% | 0.28% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 105,701 | $11.12 M | -1.43% | 0.28% |
| PORTMAN SQUARE CAPITAL LLP | 10/16/2024 | 104,500 | $11.00 M | 41.98% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 102,153 | $10.75 M | -1.41% | 0.27% |
| JPMORGAN CHASE & CO | 11/08/2024 | 100,023 | $10.53 M | -25.93% | 0.27% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 10/24/2024 | 86,155 | $9.07 M | 0.22% | 0.23% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 81,997 | $8.63 M | -92.26% | 0.22% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 80,102 | $8.43 M | 22.78% | 0.21% |
Advanced Energy Industries, Inc.institutional Ownership - FAQ's
During the previous two years, 446 institutional investors and hedge funds held shares of Advanced Energy Industries, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.88 M
VANGUARD GROUP INC: 4.84 M
FMR LLC: 4.24 M
AMERIPRISE FINANCIAL INC: 2.58 M
STATE STREET CORP: 1.7 M
EARNEST PARTNERS LLC: 1.64 M
102.49% of Advanced Energy Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 52.40 M shares in the last 24 months. This purchase volume represents approximately $5.92 B in transactions.