Who Owns Advanced Energy Industries Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Advanced Energy Industries Inc.

Who crossed 5% of AEIS →

Managers holding

as of 2026-09-30

Reported value

$81.4M

summed across filings

Shares held

289K

Added vs trimmed

9 / 5

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
CONGRESS ASSET MANAGEMENT COCOM147.6K shtrimmed	147.6K	$41.6M	trimmed
Artemis Investment Management LLPCOM92.3K shtrimmed	92.3K	$26M	trimmed
REINHART PARTNERS, LLC.COM22.3K shadded	22.3K	$6.3M	added
Green Alpha Advisors, LLCCOM10.5K shadded	10.5K	$3M	added
Legacy Wealth Asset Management, LLCCOM3.7K shadded	3.7K	$1.1M	added
GAMMA Investing LLCCommon Stock3K shadded	3K	$839.3K	added
MRA Advisory GroupCOM2K shadded	2K	$567.7K	added
David J Yvars GroupCOM2K shheld	2K	$565K	held
Red Spruce Capital, LLCCOM1.4K shadded	1.4K	$397.4K	added
ANB BANKCom1.3K shheld	1.3K	$377.4K	held
Cooper Financial GroupCOM1K shadded	1K	$285K	added
Central Pacific Bank - Trust DivisionCOM860 shadded	860	$242.4K	added
Farther Finance Advisors, LLCStock633 shadded	633	$178.4K	added
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock178 shtrimmed	178	$50.2K	trimmed
ELEVATION WEALTH PARTNERS, LLCCOM80 sh—	80	$22.5K	—
GK Wealth Management LLCCOM51 sh—	51	$14.4K	—
Retirement Wealth Solutions LLCCOM25 shtrimmed	25	$7K	trimmed
CoreCap Advisors, LLCStock16 sh—	16	$4.5K	—
MJT & Associates Financial Advisory Group, Inc.Stock11 shheld	11	$3.1K	held
Marquette Asset Management, LLCCOM6 shtrimmed	6	$1.7K	trimmed
Wealth Enhancement Trust Services, Inc.COM6 sh—	6	$1.7K	—
TOTH FINANCIAL ADVISORY CORPCOM5 sh—	5	$1.4K	—
Trust CoStock5 shheld	5	$1.4K	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on AEIS

Company overviewEverything on AEIS in one place, with the price.SEC filingsWhat AEIS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat AEIS's own officers and directors buy and sell.Planned salesSales AEIS insiders have filed notice of.Funds holding itWhich funds and ETFs hold AEIS, and how big a bet.LobbyingWhat AEIS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on AEIS's account, and who they worked for.Federal contractsWhat federal agencies pay AEIS.PatentsWhat AEIS is filing at the patent office.Workplace safetyWhat OSHA found at AEIS's sites.

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