DOSSIER · 13F Holders · Q2 2026Technology · Electronic Components, NEC
AEIS

ADVANCED ENERGY INDS

692 institutions still hold ADVANCED ENERGY INDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 007973100·Electronic Components, NEC·692 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8.2B
visible holders
Holders
692
filers reporting
Concentration
21.16%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

Advanced Energy's Q2 2026 tracked ownership is led by Versant Capital Management at about .8K, roughly 49% of the .3K snapshot, followed by Hilltop National Bank near 38% and MassMutual Private Wealth & Trust near 10%. The key tension is that all three major holders reduced shares—Versant from 1,015 to 938, Hilltop from 1,056 to 732, and MassMutual from 204 to 190—so AEIS's visible ownership became smaller in exposure even where reported values rose.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.7B4.6M0.03%Q2 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$799M2.1M0.04%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$639M1.7M0.01%Q2 2026
04
AMERIPRISE FINANCIAL INC
CIK 0000820027
$581M1.6M0.12%Q2 2026
05
FMR LLC
CIK 0000315066
$528M1.4M0.02%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$474M1.3M0.01%Q2 2026
07
Invesco Ltd.
CIK 0000914208
$443M1.2M0.04%Q2 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$382M1.0M0.02%Q2 2026
09
EARNEST PARTNERS LLC
CIK 0001102578
$356M954K1.28%Q2 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$351M938K0.02%Q2 2026
11
FRANKLIN RESOURCES INC
CIK 0000038777
$256M686K0.06%Q2 2026
12
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$244M656K0.04%Q2 2026
13
GW&K Investment Management, LLC
CIK 0001082917
$194M601K1.71%Q1 2026
14
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$190M509K0.03%Q2 2026
15
NORGES BANK
CIK 0001374170· Sovereign
$181M487K0.02%Q2 2026
16
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$178M479K0.06%Q2 2026
17
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$166M446K0.13%Q2 2026
18
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$163M437K0.01%Q2 2026
19
Neuberger Berman Group LLC
CIK 0001465109
$155M415K0.10%Q2 2026
20
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$146M393K0.05%Q2 2026
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Insiders at ADVANCED ENERGY INDS
Acebedo Eduardo BernalVonne Elizabeth KarpinskiDelsanto AnneShirley BrianDonikowski TinaFoster Ronald CMinnix LaneshaDavid Reed