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 ($22.0m this quarter). Holder counts are more reliable. Shares outstanding: 38.0m as of 2026-04-29, 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 ≈ $321.18. Options: 14 managers hold calls ($226.2m notional), 14 hold puts ($238.9m).
Trends to Q1 2026
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 |
| Q1 2026 | 580 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 321 | 243 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $10.2m | $21.4m | 2.10 |
| Q3 2025 | $26.4m | $37.7m | 1.43 |
| Q4 2025 | $43.9m | $25.4m | 0.58 |
| Q1 2026 | $226.2m | $238.9m | 1.06 |
Biggest buyers
| Whale Rock Capital Management LLC | New | +1.0m |
| BlackRock, Inc. | Added | +385.7k |
| Invesco Ltd. | Added | +258.7k |
| TD Asset Management Inc | Added | +206.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +184.2k |
| Driehaus Capital Management LLC | New | +177.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +173.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +166.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +163.3k |
| BANK OF AMERICA CORP /DE/ | Added | +151.4k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -385.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -331.6k |
| FMR LLC | Reduced | -286.0k |
| EARNEST PARTNERS LLC | Reduced | -181.9k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -170.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -160.2k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -154.5k |
| LOOMIS SAYLES & CO L P | Reduced | -153.1k |
| Analog Century Management LP | Reduced | -139.3k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -106.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $76.6m237.5k shares |
| CITADEL ADVISORS LLC | Added | $67.4m208.9k shares |
| JANE STREET GROUP, LLC | Added | $36.8m114.0k shares |
| IMC-Chicago, LLC | Added | $19.5m60.4k shares |
| SIMPLEX TRADING, LLC | Added | $6.9m21.3k shares |
| NOMURA HOLDINGS INC | New | $6.5m20.0k shares |
| Walleye Trading LLC | Reduced | $3.8m11.9k shares |
| JPMORGAN CHASE & CO | New | $2.2m7.4k shares |
| GROUP ONE TRADING LLC | Added | $2.0m6.2k shares |
| Squarepoint Ops LLC | New | $1.3m4.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $56.3m174.5k shares |
| CITADEL ADVISORS LLC | Added | $51.7m160.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.1m124.4k shares |
| Oribel Capital Management, LP | New | $36.7m113.8k shares |
| Portman Square Capital LLP | Reduced | $18.1m56.0k shares |
| Squarepoint Ops LLC | New | $10.2m31.6k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $6.9m21.3k shares |
| NOMURA HOLDINGS INC | New | $6.5m20.0k shares |
| CITIGROUP INC | New | $4.8m15.0k shares |
| M&G PLC | New | $4.8m14.9k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 8 | $22.1m | $21.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-18 | Oldham Paul R EVP, CFO | Sold plan | $1.4m4.3k shares |
| 2026-03-16 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $75.0k240 shares |
| 2026-03-13 | Shirley Brian Director · By The Shirley Family Trust | Sold plan | $382.8k1.2k shares |
| 2026-03-10 | Kelley Stephen Douglas President and CEO, director | Sold plan | $15.8m50.0k shares |
| 2026-03-04 | Roush John A Director | Sold plan | $3.3m10.2k shares |
| 2026-03-03 | COLPITTS BERNARD RAYMOND JR SVP, Chief Accounting Officer | Sold plan | $359.5k1.1k shares |
| 2026-02-23 | Vonne Elizabeth Karpinski EVP, General Counsel | Sold plan | $316.6k964 shares |
| 2026-02-17 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $74.6k240 shares |
| 2026-02-13 | Minnix Lanesha Director | Sold | $316.6k1.0k shares |
| 2026-01-15 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $59.3k240 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 6.5m $2.1bn | Added +385.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 2.3m $748.5m | First filing |
| Invesco Ltd. 0.06% of their portfolio | 1.8m $591.4m | Added +258.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.7m $546.1m | First filing |
| FMR LLC 0.03% of their portfolio | 1.6m $512.0m | Reduced -286.0k |
| STATE STREET CORP 0.02% of their portfolio | 1.5m $468.3m | Reduced -86.8k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 1.3m $422.9m | Reduced -331.6k |
| EARNEST PARTNERS LLC 1.63% of their portfolio | 1.2m $395.8m | Reduced -181.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.1m $364.1m | Added +163.3k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 1.1m $342.4m | Added +151.4k |
| Whale Rock Capital Management LLC 4.26% of their portfolio | 1.0m $329.8m | New |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 652.1k $210.4m | Reduced -26.8k |
| GW&K Investment Management, LLC 1.71% of their portfolio | 601.1k $194.0m | Reduced -80.5k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 583.3k $188.3m | Reduced -170.4k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 532.5k $171.9m | Added +45.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.09% of their portfolio | 504.4k $162.8m | Reduced -75.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 480.9k $155.2m | Added +76.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 469.9k $151.7m | Reduced -62.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.51% of their portfolio | 469.9k $151.7m | Reduced -385.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 457.5k $95.8m | Reduced -106.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 417.8k $134.8m | Reduced -53.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 406.2k $131.1m | Reduced -160.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 387.5k $125.0m | Reduced -40.4k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 344.2k $111.1m | Reduced -50.0k |
| LOOMIS SAYLES & CO L P 0.15% of their portfolio | 336.4k $108.5m | Reduced -153.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 335.6k $108.3m | Added +48.8k |
| Analog Century Management LP 5.00% of their portfolio | 324.7k $104.8m | Reduced -139.3k |
| MORGAN STANLEY 0.01% of their portfolio | 316.5k $102.1m | Reduced -75.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.71% of their portfolio | 304.2k $98.2m | Reduced -78.4k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 303.2k $97.8m | Added +101.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 291.4k $94.0m | Added +166.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 281.6k $90.9m | Added +23.3k |
| BAMCO INC /NY/ 0.26% of their portfolio | 268.7k $86.7m | Reduced -30.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 266.6k $86.0m | Reduced -10.2k |
| SNYDER CAPITAL MANAGEMENT L P 1.65% of their portfolio | 263.4k $85.0m | Reduced -59.7k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 262.7k $84.8m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 254.4k $82.1m | Added +184.2k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 231.2k $74.6m | Reduced -89.1k |
| Channing Capital Management, LLC 1.91% of their portfolio | 230.5k $74.4m | Reduced -67.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 227.9k $73.5m | Reduced -77.2k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 223.3k $72.1m | Added +19.8k |
| TD Asset Management Inc 0.06% of their portfolio | 215.1k $69.4m | Added +206.8k |
| CONGRESS ASSET MANAGEMENT CO 0.48% of their portfolio | 207.4k $66.9m | Reduced -19.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 204.2k $65.9m | Reduced -5.5k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 204.0k $63.4m | Added +173.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 203.9k $65.8m | Reduced -43.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 190.9k $61.6m | Reduced -101.0k |
| UBS Group AG 0.01% of their portfolio | 177.4k $57.2m | Reduced -10.7k |
| Driehaus Capital Management LLC 0.42% of their portfolio | 177.0k $57.1m | New |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.49% of their portfolio | 166.4k $53.7m | Reduced -154.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.09% of their portfolio | 160.5k $51.8m | Reduced -17.7k |
| Aristotle Capital Boston, LLC 3.04% of their portfolio | 151.4k $48.9m | Reduced -36.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 150.1k $44.8m | Added +81.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 144.8k $46.7m | Reduced -23.4k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 120.6k $38.9m | Added +12.7k |
| SORA INVESTORS LLC 3.57% of their portfolio | 120.3k $38.8m | Reduced -55.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 116.0k $37.4m | Added +12.0k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 114.4k $36.9m | Added +94.9k |
| Oribel Capital Management, LP 5.59% of their portfolio | 113.8k $36.7m | New |
| Hardman Johnston Global Advisors LLC 1.70% of their portfolio | 111.1k $35.9m | Reduced -10.9k |
| Nuveen, LLC 0.01% of their portfolio | 108.6k $35.0m | Added +9.4k |
| Senator Investment Group LP 1.48% of their portfolio | 100.0k $32.3m | Not comparable |
| MetLife Investment Management, LLC 0.16% of their portfolio | 99.9k $32.2m | Added +16.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 98.7k $29.4m | Reduced -2.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 98.7k $31.8m | Added +2.9k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 96.5k $31.2m | Reduced -5.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 92.7k $29.9m | Added +78.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 91.1k $29.4m | Added +6.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% of their portfolio | 89.7k $29.0m | Added +4.6k |
| Amanah Holdings Trust 3.02% of their portfolio | 85.0k $27.4m | Unchanged |
| Ceredex Value Advisors LLC 0.86% of their portfolio | 84.3k $27.2m | Added +4.7k |
| First Eagle Investment Management, LLC 0.04% of their portfolio | 81.8k $26.4m | Reduced -16.7k |
| PINNACLE ASSOCIATES LTD 0.33% of their portfolio | 79.6k $25.7m | Reduced -9.9k |
| Tributary Capital Management, LLC 2.49% of their portfolio | 79.6k $25.7m | Reduced -60.3k |
| SEGALL BRYANT & HAMILL, LLC 0.36% of their portfolio | 77.5k $25.0m | Reduced -81.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 75.8k $24.5m | Added +73.1k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 75.3k $24.3m | Added +66.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 75.2k $24.3m | Added +25.4k |
| Swiss National Bank 0.01% of their portfolio | 74.6k $24.1m | Added +300 |
| BESSEMER GROUP INC 0.04% of their portfolio | 74.2k $23.9m | Added +33.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 72.4k $23.4m | Added +6.6k |
| AXIOM INVESTORS LLC /DE 0.25% of their portfolio | 70.5k $22.8m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 70.3k $22.7m | Reduced -2.0k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 68.9k $22.2m | Reduced -29.2k |
| CITIGROUP INC 0.01% of their portfolio | 67.4k $21.8m | Reduced -32.3k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 67.2k $21.7m | Reduced -47.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.74% of their portfolio | 61.6k $19.9m | Reduced -15.7k |
| LPL Financial LLC 0.01% of their portfolio | 59.6k $19.2m | Added +16.0k |
| G2 Investment Partners Management LLC 4.64% of their portfolio | 58.4k $18.9m | Reduced -24.3k |
| Creative Planning 0.01% of their portfolio | 55.6k $17.9m | Added +11.8k |
| Tidal Investments LLC 0.05% of their portfolio | 53.1k $17.1m | Added +42.0k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 51.2k $16.5m | Reduced -3.2k |
| Fiera Capital Corp 0.06% of their portfolio | 51.1k $16.5m | Reduced -3.3k |
| Legal & General Group Plc 0.00% of their portfolio | 50.5k $16.3m | Reduced -44.6k |
| Dana Investment Advisors, Inc. 0.49% of their portfolio | 50.5k $16.3m | Reduced -13.8k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.06% of their portfolio | 50.5k $16.3m | Added +46.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.47% of their portfolio | 49.2k $15.9m | Added +9.5k |
| Handelsbanken Fonder AB 0.05% of their portfolio | 49.1k $15.9m | Reduced -42.3k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 49.0k $15.8m | Added +10.1k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.18% of their portfolio | 48.2k $15.6m | New |