ADVANCED ENERGY INDS AEIS
COM · Common Stock · CUSIP 007973100 · ISIN US0079731008
American multinational technology company
- SectorTechnology
- IndustryElectronic Components, NEC
- HeadquartersDenver, CO
- Founded1981
- Websiteadvanced-energy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.4m this quarter). Holder counts are more reliable. Shares outstanding: 37.7m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $132.48. Options: 6 managers hold calls ($10.2m notional), 5 hold puts ($21.4m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 276 |
| Q4 2022 | 306 |
| Q1 2023 | 288 |
| Q2 2023 | 291 |
| Q3 2023 | 296 |
| Q4 2023 | 291 |
| Q1 2024 | 311 |
| Q2 2024 | 306 |
| Q3 2024 | 315 |
| Q4 2024 | 319 |
| Q1 2025 | 356 |
| Q2 2025 | 373 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 155 | 140 |
| Q4 2023 | 123 | 144 |
| Q1 2024 | 145 | 147 |
| Q2 2024 | 153 | 156 |
| Q3 2024 | 137 | 142 |
| Q4 2024 | 159 | 144 |
| Q1 2025 | 182 | 143 |
| Q2 2025 | 190 | 174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $5.1m | $14.6m | 2.85 |
| Q4 2024 | $6.3m | $21.3m | 3.37 |
| Q1 2025 | $3.3m | $38.4m | 11.74 |
| Q2 2025 | $10.2m | $21.4m | 2.10 |
Biggest buyers
| FRANKLIN RESOURCES INC | New | +231.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +224.9k |
| GW&K Investment Management, LLC | Added | +161.4k |
| Invesco Ltd. | Added | +141.9k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +135.1k |
| Fisher Asset Management, LLC | Added | +122.1k |
| OBERWEIS ASSET MANAGEMENT INC/ | New | +114.7k |
| Ceredex Value Advisors LLC | New | +85.5k |
| Squarepoint Ops LLC | Added | +55.7k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | Added | +46.3k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -325.1k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -238.1k |
| Channing Capital Management, LLC | Reduced | -161.5k |
| MetLife Investment Management, LLC | Sold out | -148.5k |
| LORD, ABBETT & CO. LLC | Reduced | -130.0k |
| BlackRock, Inc. | Reduced | -116.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -115.7k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -98.8k |
| LOOMIS SAYLES & CO L P | Reduced | -89.7k |
| MARSHALL WACE, LLP | Reduced | -84.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.0m45.3k shares |
| CITADEL ADVISORS LLC | Added | $2.5m19.1k shares |
| JANE STREET GROUP, LLC | Added | $1.2m8.8k shares |
| SIMPLEX TRADING, LLC | Added | $424.0k3.2k shares |
| Walleye Trading LLC | Reduced | $39.8k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Portman Square Capital LLP | Added | $12.9m97.6k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | $6.6m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m9.0k shares |
| CITADEL ADVISORS LLC | Added | $357.8k2.7k shares |
| Walleye Trading LLC | Reduced | $278.2k2.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.0 pts · filed 2026-07-27 | 9.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: FMR LLC (3.8%, 2026-08-06), BlackRock Portfolio Management LLC (2.3%, 2026-07-17; now reported by BlackRock, Inc.), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), AMERIPRISE FINANCIAL INC (4.8%, 2025-11-14)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $705.7k | $705.7k |
| Q4 2023 | 0 | — | 2 | $400.3k | $400.3k |
| Q1 2024 | 0 | — | 1 | $46.4k | $46.4k |
| Q2 2024 | 0 | — | 1 | $45.2k | $45.2k |
| Q3 2024 | 0 | — | 1 | $48.5k | $48.5k |
| Q4 2024 | 0 | — | 3 | $706.6k | — |
| Q1 2025 | 0 | — | 3 | $2.5m | $2.3m |
| Q2 2025 | 0 | — | 2 | $183.9k | $183.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-20 | Oldham Paul R EVP, CFO | Sold plan | $154.0k1.2k shares |
| 2025-06-16 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $29.9k240 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.7m $754.2m | Reduced -116.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.9m $646.1m | Added +9.9k |
| FMR LLC 0.03% of their portfolio | 3.4m $448.2m | Reduced -69.2k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 2.0m $264.3m | Reduced -325.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $219.3m | Reduced -1.8k |
| EARNEST PARTNERS LLC 0.97% of their portfolio | 1.6m $214.9m | Reduced -18.1k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 1.1m $141.7m | Reduced -98.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 946.6k $125.4m | Added +20.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 925.6k $122.7m | Added +9.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 815.9k $108.1m | Reduced -39.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio | 659.0k $87.3m | Reduced -115.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 612.4k $81.1m | Added +135.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 608.4k $80.6m | Added +224.9k |
| Channing Capital Management, LLC 2.02% of their portfolio | 549.2k $72.8m | Reduced -161.5k |
| LOOMIS SAYLES & CO L P 0.09% of their portfolio | 543.6k $72.0m | Reduced -89.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 470.7k $62.4m | Added +5.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.42% of their portfolio | 467.1k $61.9m | Reduced -31.5k |
| GW&K Investment Management, LLC 0.55% of their portfolio | 461.9k $61.2m | Added +161.4k |
| NORGES BANK 0.01% of their portfolio | 443.5k $58.8m | Added +8.6k |
| SNYDER CAPITAL MANAGEMENT L P 1.24% of their portfolio | 440.7k $58.4m | Added +19.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 425.3k $56.3m | Reduced -19.6k |
| BAMCO INC /NY/ 0.13% of their portfolio | 373.2k $49.5m | Added +7.0k |
| MORGAN STANLEY 0.00% of their portfolio | 363.0k $48.1m | Reduced -15.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.83% of their portfolio | 354.9k $47.0m | Reduced -238.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 336.9k $44.6m | Reduced -34.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 329.1k $43.6m | Reduced -57.1k |
| Invesco Ltd. 0.01% of their portfolio | 326.9k $43.3m | Added +141.9k |
| Aristotle Capital Boston, LLC 2.16% of their portfolio | 320.1k $42.4m | Reduced -25.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 317.9k $42.1m | Reduced -23.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 300.5k $39.8m | Added +44.2k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 294.8k $39.1m | Added +24.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 289.9k $38.4m | Reduced -54.1k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 274.0k $36.3m | Added +122.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 264.1k $35.0m | Added +23.6k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 262.0k $34.7m | Reduced -130.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 245.9k $32.6m | Added +36.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 231.6k $30.7m | New |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 3.66% of their portfolio | 196.6k $26.1m | Added +46.3k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 196.6k $26.1m | Reduced -6.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 186.9k $24.8m | Reduced -23.9k |
| Tributary Capital Management, LLC 2.10% of their portfolio | 179.0k $23.7m | Reduced -1.5k |
| CITIGROUP INC 0.02% of their portfolio | 178.4k $23.6m | Reduced -15.1k |
| Hardman Johnston Global Advisors LLC 1.01% of their portfolio | 172.2k $22.8m | Reduced -80 |
| SEGALL BRYANT & HAMILL, LLC 0.32% of their portfolio | 170.4k $22.6m | Added +7.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 152.0k $20.1m | Added +45.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.10% of their portfolio | 136.0k $18.0m | Added +9.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 130.5k $17.3m | Reduced -27.0k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 128.3k $17.0m | Added +8.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 126.1k $16.7m | Reduced -5.8k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 119.9k $15.9m | Added +900 |
| OBERWEIS ASSET MANAGEMENT INC/ 0.66% of their portfolio | 114.7k $15.2m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 113.2k $15.0m | Added +3.8k |
| Legal & General Group Plc 0.00% of their portfolio | 102.3k $13.6m | Added +857 |
| Nuveen, LLC 0.00% of their portfolio | 100.3k $13.3m | Reduced -2.2k |
| PINNACLE ASSOCIATES LTD 0.19% of their portfolio | 99.8k $13.2m | Reduced -37.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 92.2k $12.2m | Added +1.5k |
| Ceredex Value Advisors LLC 0.24% of their portfolio | 85.5k $11.3m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 83.5k $11.1m | Reduced -6.6k |
| UBS Group AG 0.00% of their portfolio | 79.1k $10.5m | Added +4.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 77.9k $10.3m | Added +32.5k |
| BARCLAYS PLC 0.00% of their portfolio | 76.4k $10.1m | Added +23.6k |
| Swiss National Bank 0.01% of their portfolio | 72.4k $9.6m | Reduced -600 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 72.4k $9.6m | Added +40.0k |
| Compass Wealth Management LLC 2.09% of their portfolio | 66.1k $8.8m | Reduced -1.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 65.7k $8.7m | Added +4.8k |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 64.0k $8.5m | Added +4.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 61.3k $8.1m | Added +55.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.14% of their portfolio | 60.0k $7.9m | Added +2.0k |
| Homestead Advisers Corp 0.19% of their portfolio | 59.7k $7.9m | Unchanged |
| Dana Investment Advisors, Inc. 0.25% of their portfolio | 57.9k $7.7m | Reduced -912 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 57.2k $7.6m | Reduced -39.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 57.2k $7.6m | Reduced -200 |
| Moody Aldrich Partners LLC 1.37% of their portfolio | 53.4k $7.1m | Reduced -5.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 48.9k $6.5m | Added +37.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 46.3k $6.1m | Reduced -72 |
| CASTLEARK MANAGEMENT LLC 0.18% of their portfolio | 45.9k $6.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 45.7k $6.1m | Reduced -3.4k |
| Informed Momentum Co LLC 0.90% of their portfolio | 45.0k $6.0m | New |
| Fiera Capital Corp 0.02% of their portfolio | 44.6k $5.9m | Reduced -497 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 44.2k $5.9m | Reduced -720 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 43.7k $5.8m | Added +1.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.06% of their portfolio | 42.5k $5.6m | Added +2.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 42.1k $5.6m | Added +1.1k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 41.6k $5.5m | Reduced -1.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 40.4k $5.4m | Reduced -84.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 39.9k $4.6m | Added +2.1k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 39.2k $5.2m | Added +2.3k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.74% of their portfolio | 38.1k $5.0m | Reduced -11.9k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 37.4k $5.0m | Reduced -617 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 37.2k $4.9m | Added +27.2k |
| ARDSLEY ADVISORY PARTNERS LP 0.76% of their portfolio | 35.0k $4.6m | Added +4.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 34.8k $4.6m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 34.1k $4.5m | Added +3.4k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 32.8k $4.3m | Added +5.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.7k $4.3m | Added +3.4k |
| Dean Capital Management 1.67% of their portfolio | 30.6k $4.1m | Reduced -4.6k |
| ISTHMUS PARTNERS, LLC 0.46% of their portfolio | 29.6k $3.9m | Added +50 |
| Roubaix Capital, LLC 1.86% of their portfolio | 29.2k $3.9m | New |
| SANDLER CAPITAL MANAGEMENT 1.32% of their portfolio | 28.6k $3.8m | Added +7.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 28.1k $3.7m | Added +12.6k |