# ADVANCED ENERGY INDS (AEIS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AEIS/

- Reporting holders: 25
- Reported value: $81.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $41.6M | 147,598 | 0.3% | 4 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $26.0M | 92,271 | 0.2% | 2 |
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $6.3M | 22,278 | 0.2% | 2 |
| [Green Alpha Advisors, LLC](https://holderbook.com/funds/1439207-green-alpha-advisors-llc/) | $3.0M | 10,468 | 2.0% | 24 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.1M | 3,727 | 0.2% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $839.3K | 2,978 | 0.0% | 12 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $567.7K | 2,014 | 0.2% | 2 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $565.0K | 2,005 | 0.3% | 6 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $397.4K | 1,410 | 0.1% | 2 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $377.4K | 1,339 | 0.1% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $285.0K | 1,011 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $244.1K | 866 | 0.0% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $242.4K | 860 | 0.0% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $178.4K | 633 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $50.2K | 178 | 0.0% | 18 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $22.5K | 80 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $14.4K | 51 | 0.0% | 1 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $10.1K | 36 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $7.0K | 25 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.5K | 16 | 0.0% | 1 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $3.1K | 11 | 0.0% | 7 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.7K | 6 | 0.0% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.7K | 6 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.4K | 5 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.4K | 5 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $81.7M |
| Q2 2026 | 683 | $16.4B |
| Q1 2026 | 586 | $14.1B |
| Q4 2025 | 470 | $8.8B |
| Q3 2025 | 404 | $6.9B |
| Q2 2025 | 374 | $5.3B |
| Q1 2025 | 355 | $3.9B |
| Q4 2024 | 319 | $4.8B |
| Q3 2024 | 316 | $4.2B |
| Q2 2024 | 306 | $4.4B |
| Q1 2024 | 314 | $4.1B |
| Q4 2023 | 293 | $4.5B |