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 ($28.2m this quarter). Holder counts are more reliable. Shares outstanding: 40.1m as of 2026-07-29, 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 ≈ $372.15. Options: 15 managers hold calls ($246.7m notional), 10 hold puts ($153.3m).
Trends to Q2 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 |
| Q2 2026 | 679 |
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 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 |
| Q2 2026 | 382 | 289 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $26.4m | $37.7m | 1.43 |
| Q4 2025 | $43.9m | $25.4m | 0.58 |
| Q1 2026 | $226.2m | $238.9m | 1.06 |
| Q2 2026 | $246.7m | $153.3m | 0.62 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +701.3k |
| D. E. Shaw & Co., Inc. | Added | +584.0k |
| CITADEL ADVISORS LLC | New | +387.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +274.8k |
| Qube Research & Technologies Ltd | Added | +271.2k |
| AMERIPRISE FINANCIAL INC | Added | +249.1k |
| HRT FINANCIAL LP | New | +244.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +217.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +167.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +165.4k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.8m |
| Whale Rock Capital Management LLC | Sold out | -1.0m |
| Invesco Ltd. | Reduced | -644.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -386.6k |
| EARNEST PARTNERS LLC | Reduced | -272.2k |
| T. Rowe Price Investment Management, Inc. | Sold out | -231.2k |
| Channing Capital Management, LLC | Sold out | -230.5k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -228.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -182.0k |
| STATE STREET CORP | Reduced | -178.5k |
Biggest calls
| BNP PARIBAS FINANCIAL MARKETS | New | $83.9m2.2k shares |
| JANE STREET GROUP, LLC | Added | $58.3m156.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $35.2m94.3k shares |
| IMC-Chicago, LLC | Added | $28.5m76.4k shares |
| CITADEL ADVISORS LLC | Reduced | $23.2m62.1k shares |
| JPMORGAN CHASE & CO | Added | $4.5m13.0k shares |
| MILLENNIUM MANAGEMENT LLC | New | $4.1m11.0k shares |
| Squarepoint Ops LLC | Added | $3.8m10.1k shares |
| Walleye Capital LLC | Added | $1.7m4.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m3.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $70.2m188.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $37.8m101.4k shares |
| CITADEL ADVISORS LLC | Reduced | $28.0m75.2k shares |
| CITIGROUP INC | Unchanged | $5.6m15.0k shares |
| M&G PLC | Reduced | $5.1m13.8k shares |
| Walleye Capital LLC | Added | $2.7m7.3k shares |
| Walleye Trading LLC | Added | $2.2m5.8k shares |
| Twin Tree Management, LP | New | $671.2k1.8k shares |
| Squarepoint Ops LLC | Reduced | $633.9k1.7k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $298.3k800 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 3 | $907.6k | $907.6k |
| Q3 2026 | 0 | — | 3 | $8.7m | $8.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-08 | Vonne Elizabeth Karpinski EVP, General Counsel | Sold plan | $182.1k632 shares |
| 2026-09-08 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $76.4k265 shares |
| 2026-08-27 | Vonne Elizabeth Karpinski EVP, General Counsel | Sold plan | $263.1k907 shares |
| 2026-08-18 | Acebedo Eduardo Bernal EVP and COO | Sold plan | $7.8m24.8k shares |
| 2026-08-18 | Vonne Elizabeth Karpinski EVP, General Counsel | Sold plan | $302.1k908 shares |
| 2026-08-05 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $93.2k270 shares |
| 2026-06-15 | Shirley Brian Director | Sold plan | $459.5k1.2k shares |
| 2026-04-16 | Vonne Elizabeth Karpinski EVP, General Counsel | Sold plan | $356.8k966 shares |
| 2026-04-15 | DelSanto Anne Director · By The Delsanto Family Trust | Sold plan | $91.3k240 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 4.6m $1.7bn | Reduced -1.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 2.1m $799.3m | Reduced -175.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.7m $639.1m | Added +21.6k |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 1.6m $581.4m | Added +249.1k |
| FMR LLC 0.02% of their portfolio | 1.4m $528.3m | Reduced -169.8k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $474.4m | Reduced -178.5k |
| Invesco Ltd. 0.04% of their portfolio | 1.2m $443.1m | Reduced -644.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.0m $382.3m | Reduced -35.7k |
| EARNEST PARTNERS LLC 1.28% of their portfolio | 954.3k $355.8m | Reduced -272.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 938.2k $351.0m | Reduced -182.0k |
| JANE STREET GROUP, LLC 0.19% of their portfolio | 815.7k $304.1m | Added +701.3k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 686.4k $256.0m | Added +153.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 655.6k $244.4m | Added +3.5k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 585.6k $218.3m | Added +584.0k |
| GW&K Investment Management, LLC 1.68% of their portfolio | 577.8k $215.5m | Reduced -23.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 509.1k $189.8m | Added +121.6k |
| NORGES BANK 0.02% of their portfolio | 486.6k $181.4m | Not comparable |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 478.8k $177.9m | Added +274.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio | 445.6k $166.2m | Added +217.7k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 414.7k $154.6m | Reduced -168.7k |
| MORGAN STANLEY 0.01% of their portfolio | 390.5k $145.6m | Added +74.0k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 387.9k $144.6m | New |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 381.7k $142.3m | Added +78.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 376.0k $140.2m | Reduced -30.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 363.1k $135.4m | Reduced -106.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 345.0k $128.6m | Reduced -135.9k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 340.1k $126.8m | Added +271.2k |
| Analog Century Management LP 4.54% of their portfolio | 332.9k $124.1m | Added +8.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 329.3k $122.8m | Reduced -175.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 325.7k $121.5m | Reduced -92.1k |
| LOOMIS SAYLES & CO L P 0.15% of their portfolio | 318.6k $118.8m | Reduced -17.8k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 304.5k $113.5m | Reduced -39.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 284.0k $91.6m | Reduced -173.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 278.3k $103.8m | Added +74.1k |
| SNYDER CAPITAL MANAGEMENT L P 1.65% of their portfolio | 256.8k $95.8m | Reduced -6.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 256.7k $95.7m | Reduced -24.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 251.2k $88.1m | Added +101.2k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 245.2k $91.4m | Reduced -17.6k |
| HRT FINANCIAL LP 0.22% of their portfolio | 244.5k $91.2m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 241.2k $89.9m | Added +165.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 240.8k $89.8m | Reduced -94.7k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 240.3k $89.6m | Added +149.2k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 235.4k $87.8m | Added +90.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 219.5k $81.8m | Reduced -34.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.51% of their portfolio | 207.3k $77.3m | Reduced -96.9k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 204.8k $76.4m | Added +129.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.26% of their portfolio | 190.1k $70.9m | Added +167.9k |
| Driehaus Capital Management LLC 0.40% of their portfolio | 185.0k $69.0m | Added +7.9k |
| First Eagle Investment Management, LLC 0.06% of their portfolio | 183.1k $68.3m | Added +101.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.08% of their portfolio | 174.3k $65.0m | Added +81.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 164.6k $61.4m | Reduced -58.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 164.2k $61.2m | Reduced -39.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 160.2k $59.7m | Reduced -30.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 158.6k $59.1m | Reduced -108.0k |
| TD Asset Management Inc 0.05% of their portfolio | 155.5k $58.0m | Reduced -59.7k |
| Nuveen, LLC 0.01% of their portfolio | 155.1k $57.8m | Added +46.6k |
| CONGRESS ASSET MANAGEMENT CO 0.35% of their portfolio | 150.5k $56.1m | Reduced -56.9k |
| SORA INVESTORS LLC 4.00% of their portfolio | 140.0k $52.2m | Added +19.7k |
| BAMCO INC /NY/ 0.08% of their portfolio | 139.4k $52.0m | Reduced -129.4k |
| Munro Partners 1.14% of their portfolio | 135.1k $50.4m | New |
| Tidal Investments LLC 0.12% of their portfolio | 133.0k $49.6m | Added +79.9k |
| TUDOR INVESTMENT CORP ET AL 0.19% of their portfolio | 126.2k $47.0m | New |
| UBS Group AG 0.01% of their portfolio | 122.0k $45.5m | Reduced -55.4k |
| Artemis Investment Management LLP 0.40% of their portfolio | 118.9k $44.3m | New |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 115.2k $43.0m | Reduced -5.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 113.7k $42.4m | Added +15.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 109.2k $40.7m | Reduced -51.4k |
| Hardman Johnston Global Advisors LLC 1.42% of their portfolio | 108.9k $40.6m | Reduced -2.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 108.6k $40.5m | Reduced -7.5k |
| CITIGROUP INC 0.02% of their portfolio | 104.9k $39.1m | Added +37.5k |
| Squarepoint Ops LLC 0.07% of their portfolio | 103.4k $38.6m | New |
| Ceredex Value Advisors LLC 1.04% of their portfolio | 98.8k $36.9m | Added +14.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 98.6k $36.8m | Added +96.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 98.0k $36.5m | Added +22.8k |
| Jump Financial, LLC 0.32% of their portfolio | 96.7k $36.1m | New |
| Tema ETFs LLC 1.16% of their portfolio | 96.6k $36.0m | First filing |
| Freestone Grove Partners LP 0.21% of their portfolio | 87.2k $32.5m | Added +66.6k |
| CI INVESTMENTS INC. 0.10% of their portfolio | 86.1k $32.1m | New |
| Amanah Holdings Trust 1.86% of their portfolio | 85.0k $31.7m | Unchanged |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio | 83.3k $31.1m | Reduced -386.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 82.5k $28.7m | Reduced -16.2k |
| Swiss National Bank 0.01% of their portfolio | 76.3k $28.5m | Added +1.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 75.1k $28.0m | Added +2.8k |
| DENDUR CAPITAL LP 1.64% of their portfolio | 75.0k $28.0m | New |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 74.1k $27.6m | New |
| PINNACLE ASSOCIATES LTD 0.30% of their portfolio | 73.9k $27.6m | Reduced -5.7k |
| MetLife Investment Management, LLC 0.12% of their portfolio | 73.5k $27.4m | Reduced -26.4k |
| BARCLAYS PLC 0.01% of their portfolio | 73.2k $27.3m | Added +37.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 72.8k $27.2m | Added +44.2k |
| THAMES CAPITAL MANAGEMENT LLC 2.15% of their portfolio | 70.2k $26.2m | Added +32.0k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 70.1k $26.1m | Reduced -19.7k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 67.9k $25.3m | Added +700 |
| Retirement Systems of Alabama 0.08% of their portfolio | 67.9k $25.3m | Added +21.6k |
| Aperture Investors, LLC 2.60% of their portfolio | 65.6k $24.5m | New |
| Troluce Capital Advisors LLC 9.08% of their portfolio | 65.0k $24.2m | New |
| SEGALL BRYANT & HAMILL, LLC 0.28% of their portfolio | 64.1k $23.9m | Reduced -13.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 63.3k $23.6m | Reduced -228.2k |
| PDT Partners, LLC 1.22% of their portfolio | 62.2k $23.2m | Added +58.9k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 62.1k $23.1m | Added +36.1k |
| Tributary Capital Management, LLC 1.79% of their portfolio | 58.5k $21.8m | Reduced -21.1k |