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Of the 15 tracked institutions holding AEIS, 9 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +7.0pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, AEIS (ADVANCED ENERGY INDS) is held with a combined value of $5.02B across 17,239,915 shares. The largest holder is BlackRock, Inc. with a position worth $2.09B (0.04% of their portfolio). 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$5.02B
Total Shares Held
17,239,915
Institutional Holders
15
% of Shares Outstanding
45.3%
of 38.03M shares · SEC 2026-04-29
Days to Cover
2.8+19.3%
1.79M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 45.3% of AEIS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-29), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.09B | 0.04% | +6.3% |
| 2 | VANGUARD GROUP INC | $991.92M | 0.01% | -2.8% |
| 3 | FMR LLC | $512.03M | 0.03% | -15.3% |
| 4 | STATE STREET CORP | $468.30M | 0.02% | -5.6% |
| 5 | Whale Rock Capital Management LLC | $329.85M | 4.26% | New |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $125.04M | 0.02% | -9.4% |
| 7 | CITADEL ADVISORS LLC | $119.11M | 0.08% | +549.8% |
| 8 | Fisher Asset Management, LLC | $111.06M | 0.04% | -12.7% |
| 9 | MILLENNIUM MANAGEMENT LLC | $97.84M | 0.04% | +50.6% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $82.10M | 0.01% | +262.7% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Mar 27, 2026 |
| Gilbert Cisneros | Buy | Mar 3, 2026 |
| Gilbert Cisneros | Buy | Jan 20, 2026 |
| Josh Gottheimer | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of AEIS with a position worth $2.09B, representing 0.04% of their portfolio. In total, 15 institutional investors hold AEIS with a combined value of $5.02B.
In the most recent quarter, 2 funds opened a new position in AEIS. Additionally, 5 increased their holdings and 8 reduced their positions.
Institutional investors hold $5.02B worth of AEIS stock across 15 positions. The largest institutional holder is BlackRock, Inc. with $2.09B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AEIS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AEIS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 17, 2025 |
| Josh Gottheimer | Buy | Jun 27, 2024 |
Last Close
$303.99
2026-07-24
YTD
+36.9%
66% of 52-week range
