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 ($16.4m this quarter). Holder counts are more reliable. Shares outstanding: 37.8m as of 2026-02-04, 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 ≈ $209.41. Options: 9 managers hold calls ($43.9m notional), 7 hold puts ($25.4m).
Trends to Q4 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 |
| Q3 2025 | 401 |
| Q4 2025 | 464 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 145 | 147 |
| Q2 2024 | 153 | 156 |
| Q3 2024 | 137 | 142 |
| Q4 2024 | 159 | 144 |
| Q1 2025 | 182 | 143 |
| Q2 2025 | 190 | 174 |
| Q3 2025 | 209 | 177 |
| Q4 2025 | 242 | 191 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $3.3m | $38.4m | 11.74 |
| Q2 2025 | $10.2m | $21.4m | 2.10 |
| Q3 2025 | $26.4m | $37.7m | 1.43 |
| Q4 2025 | $43.9m | $25.4m | 0.58 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +832.0k |
| ALLIANCEBERNSTEIN L.P. | Added | +517.8k |
| BlackRock, Inc. | Added | +365.7k |
| CONGRESS ASSET MANAGEMENT CO | New | +226.9k |
| FRANKLIN RESOURCES INC | Added | +173.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +162.8k |
| GOLDMAN SACHS GROUP INC | Added | +162.6k |
| SORA INVESTORS LLC | Added | +144.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +133.0k |
| Fisher Asset Management, LLC | Added | +104.7k |
Biggest sellers
| FMR LLC | Reduced | -859.6k |
| JPMORGAN CHASE & CO | Reduced | -415.2k |
| MACQUARIE GROUP LTD | Sold out | -195.2k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -187.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -170.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -155.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -153.4k |
| VANGUARD GROUP INC | Reduced | -135.4k |
| EARNEST PARTNERS LLC | Reduced | -133.6k |
| LORD, ABBETT & CO. LLC | Reduced | -110.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.5m55.0k shares |
| Walleye Trading LLC | Added | $10.4m49.6k shares |
| CITADEL ADVISORS LLC | Reduced | $10.0m47.7k shares |
| JANE STREET GROUP, LLC | Added | $3.4m16.1k shares |
| IMC-Chicago, LLC | New | $2.8m13.6k shares |
| GOLDMAN SACHS GROUP INC | New | $2.5m12.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m9.3k shares |
| GROUP ONE TRADING LLC | Reduced | $711.9k3.4k shares |
| Walleye Capital LLC | Added | $628.1k3.0k shares |
Biggest puts
| Portman Square Capital LLP | Reduced | $11.8m56.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.5m45.6k shares |
| CITADEL ADVISORS LLC | Added | $1.9m9.1k shares |
| JANE STREET GROUP, LLC | New | $816.5k3.9k shares |
| Walleye Capital LLC | Added | $607.2k2.9k shares |
| K2 PRINCIPAL FUND, L.P. | New | $418.7k2.0k shares |
| Walleye Trading LLC | Reduced | $293.1k1.4k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 2 | $551.4k | $390.6k |
| Q4 2025 | 0 | — | 4 | $2.8m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-15 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $52.4k240 shares |
| 2025-12-04 | Donikowski Tina Director | Sold plan | $474.7k2.3k shares |
| 2025-11-19 | Oldham Paul R EVP, CFO | Sold plan | $1.7m8.2k shares |
| 2025-11-18 | COLPITTS BERNARD RAYMOND JR SVP, Chief Accounting Officer | Sold plan | $473.7k2.4k shares |
| 2025-11-17 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $48.1k240 shares |
| 2025-10-15 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $44.9k240 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 6.1m $1.3bn | Added +365.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.7m $991.9m | Reduced -135.4k |
| FMR LLC 0.02% of their portfolio | 1.9m $392.1m | Reduced -859.6k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 1.6m $343.8m | Reduced -170.5k |
| Invesco Ltd. 0.03% of their portfolio | 1.6m $329.6m | Reduced -22.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $322.0m | Reduced -93.9k |
| EARNEST PARTNERS LLC 1.26% of their portfolio | 1.4m $294.9m | Reduced -133.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 957.0k $200.4m | Added +28.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 909.7k $190.5m | Added +21.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.31% of their portfolio | 855.3k $179.1m | Added +832.0k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 753.8k $157.8m | Reduced -187.3k |
| GW&K Investment Management, LLC 1.23% of their portfolio | 681.6k $142.7m | Reduced -18.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 678.9k $142.2m | Reduced -67.3k |
| NORGES BANK 0.01% of their portfolio | 589.4k $123.4m | Not comparable |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 579.5k $121.3m | Reduced -20.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 566.4k $118.6m | Reduced -153.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 563.5k $118.0m | Added +517.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 532.6k $111.5m | Added +162.6k |
| LOOMIS SAYLES & CO L P 0.12% of their portfolio | 489.5k $102.5m | Reduced -38.4k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 487.5k $102.1m | Added +173.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 471.5k $98.7m | Reduced -12.6k |
| Analog Century Management LP 4.78% of their portfolio | 463.9k $97.1m | Reduced -3.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 427.9k $89.6m | Added +133.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 404.1k $84.6m | Reduced -18.1k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 394.2k $82.5m | Added +104.7k |
| MORGAN STANLEY 0.00% of their portfolio | 391.6k $82.0m | Added +42.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.55% of their portfolio | 382.6k $80.1m | Reduced -78.8k |
| SNYDER CAPITAL MANAGEMENT L P 1.26% of their portfolio | 323.1k $67.6m | Reduced -46.7k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.89% of their portfolio | 320.9k $67.2m | Added +70.1k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 320.3k $67.1m | Added +84.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 305.1k $63.9m | Reduced -155.0k |
| BAMCO INC /NY/ 0.17% of their portfolio | 299.1k $62.6m | Reduced -92.8k |
| Channing Capital Management, LLC 1.60% of their portfolio | 297.6k $62.3m | Reduced -78.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 291.9k $61.1m | Reduced -18.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 286.7k $60.0m | Added +162.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 276.8k $58.0m | Reduced -21.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 258.4k $54.1m | Reduced -35.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 247.8k $51.9m | Reduced -14.7k |
| CONGRESS ASSET MANAGEMENT CO 0.33% of their portfolio | 226.9k $47.5m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 209.7k $43.9m | Added +17.7k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 203.5k $42.6m | Reduced -29.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 201.4k $42.2m | Added +31.6k |
| UBS Group AG 0.01% of their portfolio | 188.1k $39.4m | Added +102.2k |
| Aristotle Capital Boston, LLC 2.16% of their portfolio | 187.9k $39.3m | Reduced -45.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 178.2k $37.3m | First filing |
| SORA INVESTORS LLC 3.16% of their portfolio | 175.5k $36.8m | Added +144.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 168.1k $35.2m | Added +33.9k |
| SEGALL BRYANT & HAMILL, LLC 0.45% of their portfolio | 159.0k $33.3m | Added +17.1k |
| Tributary Capital Management, LLC 2.89% of their portfolio | 140.0k $29.3m | Reduced -32.4k |
| Public Sector Pension Investment Board 0.09% of their portfolio | 130.6k $27.3m | Reduced -16.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 124.5k $26.1m | Reduced -10.9k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 3.61% of their portfolio | 123.5k $25.8m | Reduced -48.2k |
| Hardman Johnston Global Advisors LLC 1.22% of their portfolio | 122.0k $25.5m | Reduced -17.8k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 114.2k $23.9m | Reduced -110.0k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 108.0k $22.6m | Added +62.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 104.1k $21.8m | Reduced -9.1k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 102.2k $21.4m | Added +98.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 101.4k $21.6m | New |
| CITIGROUP INC 0.01% of their portfolio | 99.7k $20.9m | Reduced -44.5k |
| Nuveen, LLC 0.01% of their portfolio | 99.2k $20.8m | Reduced -48 |
| First Eagle Investment Management, LLC 0.04% of their portfolio | 98.5k $20.6m | Reduced -17.7k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 98.1k $20.5m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 95.8k $20.1m | Added +2.1k |
| Legal & General Group Plc 0.00% of their portfolio | 95.1k $19.9m | Reduced -4.3k |
| Handelsbanken Fonder AB 0.06% of their portfolio | 91.4k $19.1m | Added +41.7k |
| PINNACLE ASSOCIATES LTD 0.24% of their portfolio | 89.6k $18.8m | Reduced -5.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio | 85.2k $17.8m | Reduced -15.4k |
| Amanah Holdings Trust 2.61% of their portfolio | 85.0k $17.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 84.9k $17.8m | Reduced -4.5k |
| MetLife Investment Management, LLC 0.08% of their portfolio | 83.0k $17.4m | Reduced -31.2k |
| G2 Investment Partners Management LLC 4.13% of their portfolio | 82.8k $17.3m | Added +26.7k |
| Ceredex Value Advisors LLC 0.50% of their portfolio | 79.7k $16.7m | Reduced -17.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 77.3k $16.2m | Reduced -8.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 76.8k $16.1m | Reduced -33.4k |
| Swiss National Bank 0.01% of their portfolio | 74.3k $15.6m | Added +1.3k |
| ARDSLEY ADVISORY PARTNERS LP 1.95% of their portfolio | 73.0k $15.3m | Added +28.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 72.3k $15.1m | Reduced -5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 70.1k $14.7m | Added +35.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 68.2k $14.3m | Reduced -415.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 65.8k $13.8m | Reduced -1.6k |
| Dana Investment Advisors, Inc. 0.39% of their portfolio | 64.2k $13.4m | Added +6.7k |
| BARCLAYS PLC 0.01% of their portfolio | 61.1k $12.8m | Added +4.1k |
| Freestone Grove Partners LP 0.09% of their portfolio | 57.5k $12.0m | Added +15.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 57.1k $11.9m | Reduced -100 |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 54.4k $11.4m | Added +14.5k |
| Fiera Capital Corp 0.04% of their portfolio | 54.4k $11.4m | Added +11.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 54.1k $11.3m | Added +16.5k |
| Compass Wealth Management LLC 2.77% of their portfolio | 53.1k $11.1m | Reduced -6.7k |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 51.1k $10.7m | Reduced -10.5k |
| CRAWFORD INVESTMENT COUNSEL INC 0.18% of their portfolio | 50.9k $10.7m | Reduced -9.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 49.7k $10.4m | Added +22.4k |
| Informed Momentum Co LLC 1.15% of their portfolio | 49.2k $10.3m | Reduced -984 |
| CASTLEARK MANAGEMENT LLC 0.30% of their portfolio | 49.1k $10.3m | Added +1.4k |
| Creative Planning 0.01% of their portfolio | 43.8k $9.2m | Added +7.0k |
| LPL Financial LLC 0.00% of their portfolio | 43.7k $9.1m | Added +6.1k |
| Atom Investors LP 0.69% of their portfolio | 41.4k $8.7m | New |
| BESSEMER GROUP INC 0.01% of their portfolio | 40.6k $8.5m | Added +39.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.30% of their portfolio | 39.7k $8.3m | Reduced -30.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 39.5k $8.3m | Added +5.9k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 39.0k $8.2m | Reduced -133 |