Institutional Ownership
Advanced Energy Inds
CUSIP 007973100COMAEISQ1 2026
Institutional Holders
565
13F filers
Shares Held
36.60M
Aggregate institutional
Institutional Value
$11.22B
Q1 2026
Net New Holders
+112
153 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions153
Increased166
Decreased197
Sold out41
Institutional Holders
565 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 6.47M | $2.09B | +385.7K | Added |
| 2 | Invesco Ltd. | 1.83M | $591.44M | +258.7K | Added |
| 3 | Fmr LLC | 1.59M | $512.03M | −286.0K | Reduced |
| 4 | State Street Corp | 1.45M | $468.30M | −86.8K | Reduced |
| 5 | Ameriprise Financial Inc | 1.31M | $422.93M | −331.6K | Reduced |
| 6 | Earnest Partners LLC | 1.23M | $395.80M | −181.9K | Reduced |
| 7 | Geode Capital Management, LLC | 1.12M | $364.08M | +163.3K | Added |
| 8 | Bank Of America Corp /De/ | 1.06M | $342.44M | +151.4K | Added |
| 9 | Whale Rock Capital Management LLC | 1.02M | $329.85M | +1.02M | New |
| 10 | Dimensional Fund Advisors LP | 652.1K | $210.39M | −26.8K | Reduced |
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