Advanced Energy Industries, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/12/2025 | 5.69 M | $754.20 M | -2.01% | 15.14% |
| FMR LLC | 08/14/2025 | 3.38 M | $448.24 B | -2.00% | 9.00% |
| EARNEST PARTNERS LLC | 08/15/2025 | 1.62 M | $214.90 M | -1.10% | 4.31% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/08/2025 | 608.40 K | $80.61 M | 58.65% | 1.62% |
| CHANNING CAPITAL MANAGEMENT, LLC | 08/13/2025 | 549.18 K | $72.77 M | -22.72% | 1.46% |
| LOOMIS SAYLES & CO L P | 08/13/2025 | 543.64 K | $72.03 M | -14.16% | 1.45% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 08/14/2025 | 467.12 K | $61.89 M | -6.32% | 1.24% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/11/2025 | 461.89 K | $61.20 M | 53.72% | 1.23% |
| SNYDER CAPITAL MANAGEMENT L P | 08/12/2025 | 440.67 K | $58.39 M | 4.53% | 1.17% |
| BAMCO INC /NY/ | 08/14/2025 | 373.25 K | $49.45 M | 1.90% | 0.99% |
| MORGAN STANLEY | 08/15/2025 | 362.96 K | $48.09 B | -4.15% | 0.97% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 08/14/2025 | 354.92 K | $47.03 M | -40.15% | 0.94% |
| ARISTOTLE CAPITAL BOSTON, LLC | 08/14/2025 | 320.10 K | $42.41 M | -7.31% | 0.85% |
| FISHER ASSET MANAGEMENT, LLC | 08/13/2025 | 273.99 K | $36.30 M | 80.38% | 0.73% |
| LORD, ABBETT & CO. LLC | 08/14/2025 | 262.01 K | $34.72 M | -33.16% | 0.70% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 08/14/2025 | 196.64 K | $26.05 M | 30.77% | 0.52% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/06/2025 | 186.87 K | $24.76 M | -11.35% | 0.50% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/30/2025 | 179.00 K | $23.72 M | -0.84% | 0.48% |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 07/21/2025 | 172.19 K | $22.81 M | -0.05% | 0.46% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2025 | 170.42 K | $22.58 M | 4.36% | 0.45% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 07/17/2025 | 136.02 K | $18.02 M | 7.32% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/12/2025 | 128.33 K | $17.00 M | 7.38% | 0.34% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/06/2025 | 119.88 K | $15.88 M | 0.76% | 0.32% |
| OBERWEIS ASSET MANAGEMENT INC/ | 08/14/2025 | 114.70 K | $15.20 M | 100.00% | 0.31% |
| 08/12/2025 | 100.33 K | $13.29 M | -2.13% | 0.27% | |
| PINNACLE ASSOCIATES LTD | 08/04/2025 | 99.84 K | $13.23 M | -27.05% | 0.27% |
| PORTMAN SQUARE CAPITAL LLP | 07/29/2025 | 97.60 K | $12.93 M | 13.49% | 0.26% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 08/01/2025 | 92.24 K | $12.22 M | 1.69% | 0.25% |
| CEREDEX VALUE ADVISORS LLC | 08/13/2025 | 85.55 K | $11.34 M | 100.00% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 72.40 K | $9.59 M | 123.21% | 0.19% |
| COMPASS WEALTH MANAGEMENT LLC | 08/08/2025 | 66.11 K | $8.76 M | -2.12% | 0.18% |
| ROYCE & ASSOCIATES LP | 08/11/2025 | 64.05 K | $8.49 M | 6.70% | 0.17% |
| CRAWFORD INVESTMENT COUNSEL INC | 08/14/2025 | 59.95 K | $7.94 M | 3.41% | 0.16% |
| HOMESTEAD ADVISERS CORP | 08/05/2025 | 59.66 K | $7.91 M | 0.00% | 0.16% |
| DANA INVESTMENT ADVISORS, INC. | 08/13/2025 | 57.93 K | $7.68 M | -1.55% | 0.15% |
| MOODY ALDRICH PARTNERS LLC | 08/04/2025 | 53.36 K | $7.07 M | -9.06% | 0.14% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 08/14/2025 | 50.00 K | $6.63 M | -66.67% | 0.13% |
| CASTLEARK MANAGEMENT LLC | 08/18/2025 | 45.89 K | $6.08 M | 100.00% | 0.12% |
| EAM INVESTORS, LLC | 08/12/2025 | 45.03 K | $5.97 M | 100.00% | 0.12% |
| FIERA CAPITAL CORP | 08/08/2025 | 44.60 K | $5.91 M | -1.10% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/15/2025 | 44.20 K | $5.86 M | -1.60% | 0.12% |
| D. E. SHAW & CO., INC. | 08/14/2025 | 43.68 K | $5.79 B | 4.10% | 0.12% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 07/31/2025 | 42.46 K | $5.63 M | 6.89% | 0.11% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2025 | 41.64 K | $5.52 M | -2.89% | 0.11% |
| MARSHALL WACE, LLP | 08/13/2025 | 40.39 K | $5.35 M | -67.64% | 0.11% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 07/29/2025 | 39.24 K | $5.20 M | 6.15% | 0.10% |
| DEAN INVESTMENT ASSOCIATES, LLC | 08/12/2025 | 38.07 K | $5.04 M | -23.85% | 0.10% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2025 | 37.38 K | $4.95 M | -1.62% | 0.10% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/07/2025 | 37.16 K | $4.92 M | 271.78% | 0.10% |
| ARDSLEY ADVISORY PARTNERS LP | 08/14/2025 | 35.00 K | $4.64 M | 12.90% | 0.09% |
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Advanced Energy Industries, Inc. institutional Ownership - FAQ's
During the previous two years, 441 institutional investors and hedge funds held shares of Advanced Energy Industries, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.69 M
FMR LLC: 3.38 M
EARNEST PARTNERS LLC: 1.62 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 608,400
Channing Capital Management, LLC: 549,176
LOOMIS SAYLES & CO L P: 543,636
105.85% of Advanced Energy Industries, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 35.99 M shares in the last 24 months. This purchase volume represents approximately $5.32 B in transactions.