AEIS Institutional Ownership
Who owns Advanced Energy Industries Inc and what the big funds did with it last quarter, from every SEC 13F filing. 683 funds reported holding AEIS at Jun 30, 2026, together owning 99.5% of the company.
- ▲385 buying vs 292 selling
- ▼Held by funds -1.7 pts
- ▲Funds holding +103
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 683 | 580 | +17.8% |
| In funds' top 10 | 15 | 13 | +15.4% |
| 13F shares | 40.3M | 41M | −1.7% |
| Held by funds | 99.5% | 101.2% | −1.7 pts |
| New positions | 175 | 155 | +12.9% |
| Increased | 210 | 165 | +27.3% |
| Reduced | 223 | 202 | +10.4% |
| Sold out | 69 | 44 | +56.8% |
| Calls (shares) | 28K | 24K | +15.5% |
| Puts (shares) | 31K | 246K | −87.3% |
| Put/call ratio | 1.13 | 10.30 | −89.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AEIS
All superinvestors →
Who owns AEIS
share of fund held shares- Index and passive funds34.3%
- Active managers and hedge funds44.8%
- Banks and brokers16.6%
- Pensions, insurers and other4.3%
The top 10 holders own 41.8% of all AEIS shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
191 funds changed their position- Fort Washington Investment Advisors Inc /oh/Added+64K sh
- Robeco Schweiz AGNew+41K sh
- TD Waterhouse Canada Inc.Trimmed−38K sh
- Assenagon Asset Management S.A.Added+39K sh
- Swedbank ABNew+35K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.43% | 4.6M | $1.7B | −1.8M |
| 2 | Vanguard Portfolio Management LLC | 5.30% | 2.1M | $799M | −176K |
| 3 | Vanguard Capital Management LLC | 4.23% | 1.7M | $639M | +22K |
| 4 | Ameriprise Financial Inc | 3.85% | 1.6M | $581M | +249K |
| 5 | Fmr LLC | 3.50% | 1.4M | $528M | −170K |
| 6 | State Street Corp | 3.14% | 1.3M | $474M | −179K |
| 7 | Invesco Ltd. | 2.94% | 1.2M | $443M | −644K |
| 8 | Bank of America Corp /de/ | 2.53% | 1M | $382M | −36K |
| 9 | Earnest Partners LLC | 2.36% | 954K | $356M | −272K |
| 10 | Geode Capital Management, LLC | 2.32% | 938K | $351M | −182K |
- Jane Street Group, LLC+701K sh+$261M
- D. E. Shaw & Co., Inc.+584K sh+$218M
- Norges Bank+487K sh+$181M
- Citadel Advisors LLC+388K sh+$145M
- AQR Capital Management LLC+275K sh+$102M
- Qube Research & Technologies Ltd+271K sh+$101M
- Ameriprise Financial Inc+249K sh+$92.9M
- Hrt Financial LP+244K sh+$91.2M
- BlackRock, Inc.−1.8M sh−$688M
- Whale Rock Capital Management LLC−1M sh−$330M
- Invesco Ltd.−644K sh−$240M
- Fuller & Thaler Asset Management, Inc.−387K sh−$144M
- Earnest Partners LLC−272K sh−$102M
- Bnp Paribas Financial Markets−228K sh−$85.1M
- T. Rowe Price Investment Management, Inc.−231K sh−$74.6M
- Channing Capital Management, LLC−231K sh−$74.4M
AEIS institutional ownership FAQ
Who owns the most AEIS stock?
In Q2 2026 13F filings the largest holder of AEIS was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AEIS is owned by institutions?
Funds that file 13F reports held 99.5% of AEIS's shares at Jun 30, 2026, compared with 101.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying AEIS?
In Q2 2026, 385 funds bought AEIS (175 of them new positions) and 292 sold (69 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for AEIS is bullish.
What is AEIS's institutional put/call ratio?
Funds reported $11.6M of AEIS puts against $10.3M of calls, a put/call ratio of 1.13 (10.30 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this AEIS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.