DOSSIER · 13F Holders · Q1 2026Technology · Electronic Components, NEC
AEIS

ADVANCED ENERGY INDS

608 institutions still hold ADVANCED ENERGY INDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 007973100·Electronic Components, NEC·608 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$8.3B
visible holders
Holders
608
filers reporting
Concentration
25.05%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 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.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.1B6.5M0.04%Q1 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$748M2.3M0.04%Q1 2026
03
Invesco Ltd.
CIK 0000914208
$591M1.8M0.09%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$546M1.7M0.01%Q1 2026
05
FMR LLC
CIK 0000315066
$512M1.6M0.03%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$468M1.5M0.02%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$423M1.3M0.10%Q1 2026
08
EARNEST PARTNERS LLC
CIK 0001102578
$396M1.2M1.63%Q1 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$364M1.1M0.02%Q1 2026
10
BANK OF AMERICA CORP /DE/
CIK 0000070858
$342M1.1M0.03%Q1 2026
11
Whale Rock Capital Management LLC
CIK 0001387322
$330M1.0M4.26%Q1 2026
12
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$210M652K0.04%Q1 2026
13
GW&K Investment Management, LLC
CIK 0001082917
$194M601K1.71%Q1 2026
14
Neuberger Berman Group LLC
CIK 0001465109
$188M583K0.14%Q1 2026
15
FRANKLIN RESOURCES INC
CIK 0000038777
$172M533K0.04%Q1 2026
16
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$163M504K0.09%Q1 2026
17
NORTHERN TRUST CORP
CIK 0000073124· Index
$155M481K0.02%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$152M470K0.02%Q1 2026
19
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$152M470K0.51%Q1 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$141M438K0.02%Q1 2026
Page 1 of 31
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Insiders at ADVANCED ENERGY INDS
Shirley BrianDonikowski TinaFoster Ronald CMinnix LaneshaDavid ReedRoush John ABeard Grant HBall Frederick