Fund shareholders of Advanced Energy Industries Inc
ISIN US0079731008 · United States · LEI 549300756XI3QLFT2U27
- Fund shareholders
- 561
- Of which ETFs
- 131 430 other funds
- Value held
- ≈ 6B $ 6B $ · 115.5M SEK · 496K €
- Share of capital
- 44.3 % of 40.1M shares on Jul 29, 2026
561 funds hold this company. This table lists the 560 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,301,544 | 485.3M $ | 0.39 % | 3.25 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,206,461 | 449.9M $ | 0.02 % | 3.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 871,826 | 325.1M $ | 0.17 % | 2.18 % | as of Jun 30, 2026 ↗ |
| Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II | 695,138 | 210.1M $ | 0.75 % | 1.74 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 503,074 | 187.6M $ | 0.40 % | 1.26 % | as of Jun 30, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 500,115 | 151.1M $ | 1.93 % | 1.25 % | as of May 31, 2026 ↗ |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 486,642 | 147.1M $ | 0.09 % | 1.22 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 436,074 | 162.6M $ | 0.17 % | 1.09 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 370,110 | 107.2M $ | 1.49 % | 0.92 % | as of Jul 31, 2026 ↗ |
| Franklin Dynatech Fund Franklin Custodian Funds | 350,000 | 130.5M $ | 0.43 % | 0.87 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 286,220 | 82.9M $ | 0.37 % | 0.71 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 269,269 | 81.4M $ | 0.03 % | 0.67 % | as of May 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 237,836 | 71.9M $ | 0.98 % | 0.59 % | as of May 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 227,475 | 84.8M $ | 0.75 % | 0.57 % | as of Jun 30, 2026 ↗ |
| Harbor Small Cap Value Fund HARBOR FUNDS | 216,374 | 62.6M $ | 2.49 % | 0.54 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 211,191 | 78.7M $ | 0.37 % | 0.53 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 194,836 | 58.9M $ | 0.14 % | 0.49 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 193,730 | 58.5M $ | 0.33 % | 0.48 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 192,488 | 71.8M $ | 0.39 % | 0.48 % | as of Jun 30, 2026 ↗ |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 183,842 | 68.5M $ | 2.02 % | 0.46 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 181,412 | 54.8M $ | 0.24 % | 0.45 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 167,459 | 48.5M $ | 0.25 % | 0.42 % | as of Jul 31, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 166,070 | 50.2M $ | 2.34 % | 0.41 % | as of May 31, 2026 ↗ |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 161,124 | 48.7M $ | 0.87 % | 0.40 % | as of May 29, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 154,965 | 57.8M $ | 0.10 % | 0.39 % | as of Jun 30, 2026 ↗ |
| Columbia Seligman Global Technology Fund Columbia Funds Series Trust II | 152,198 | 44.1M $ | 0.99 % | 0.38 % | as of Jul 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 147,591 | 42.7M $ | 0.58 % | 0.37 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 143,980 | 41.7M $ | 0.08 % | 0.36 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 140,623 | 42.5M $ | 0.81 % | 0.35 % | as of May 29, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 140,573 | 40.7M $ | 2.09 % | 0.35 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 136,521 | 50.9M $ | 0.04 % | 0.34 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 124,900 | 36.2M $ | 0.40 % | 0.31 % | as of Jul 31, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 117,886 | 44M $ | 1.40 % | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 115,315 | 33.4M $ | 0.80 % | 0.29 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 112,924 | 42.1M $ | 1.85 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 108,320 | 31.4M $ | 0.20 % | 0.27 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 105,342 | 31.8M $ | 0.03 % | 0.26 % | as of May 31, 2026 ↗ |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 104,904 | 39.1M $ | 0.75 % | 0.26 % | as of Jun 30, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 102,900 | 29.8M $ | 1.43 % | 0.26 % | as of Jul 31, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 99,180 | 37M $ | 2.02 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 95,376 | 35.6M $ | 1.28 % | 0.24 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 94,194 | 35.1M $ | 4.20 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 93,960 | 35M $ | 0.31 % | 0.23 % | as of Jun 30, 2026 ↗ |
| Tema Electrification ETF Tema ETF Trust | 92,871 | 28.1M $ | 3.88 % | 0.23 % | as of May 31, 2026 ↗ |
| First Trust Technology AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 91,232 | 26.4M $ | 1.03 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 89,821 | 26M $ | 0.38 % | 0.22 % | as of Jul 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 82,156 | 30.6M $ | 0.39 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 81,938 | 23.7M $ | 0.50 % | 0.20 % | as of Jul 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 78,972 | 22.9M $ | 0.79 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 73,869 | 27.5M $ | 0.26 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 71,334 | 21.6M $ | 0.02 % | 0.18 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 70,500 | 21.3M $ | 0.90 % | 0.18 % | as of May 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 67,965 | 19.7M $ | 0.35 % | 0.17 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 65,763 | 24.5M $ | 0.96 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 63,579 | 18.4M $ | 0.09 % | 0.16 % | as of Jul 31, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 63,400 | 23.6M $ | 0.25 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 61,739 | 23M $ | 1.97 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 60,876 | 17.6M $ | 0.04 % | 0.15 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 60,229 | 18.2M $ | 0.33 % | 0.15 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 58,828 | 21.9M $ | 0.75 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 57,497 | 17.4M $ | 0.02 % | 0.14 % | as of May 31, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 57,180 | 21.3M $ | 2.60 % | 0.14 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,799 | 16.4M $ | 0.04 % | 0.14 % | as of Jul 31, 2026 ↗ |
| MFS Core Equity Fund MFS SERIES TRUST I | 56,650 | 17.1M $ | 0.26 % | 0.14 % | as of May 31, 2026 ↗ |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 55,000 | 20.5M $ | 1.53 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 53,924 | 20.1M $ | 1.17 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 53,053 | 16M $ | 1.28 % | 0.13 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 51,976 | 15.7M $ | 0.18 % | 0.13 % | as of May 31, 2026 ↗ |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 51,646 | 15.6M $ | 2.24 % | 0.13 % | as of May 31, 2026 ↗ |
| Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST | 49,944 | 18.6M $ | 0.30 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 49,629 | 14.4M $ | 0.16 % | 0.12 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 49,029 | 18.3M $ | 0.02 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 47,070 | 13.6M $ | 0.03 % | 0.12 % | as of Jul 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 46,526 | 17.3M $ | 2.24 % | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Technology ETF iShares Trust | 46,332 | 13.4M $ | 0.06 % | 0.12 % | as of Jul 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 46,222 | 17.2M $ | 2.09 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 46,087 | 13.3M $ | 1.19 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 42,724 | 15.9M $ | 0.84 % | 0.11 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 42,578 | 12.9M $ | 0.52 % | 0.11 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,427 | 12M $ | 0.03 % | 0.10 % | as of Jul 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 38,629 | 14.4M $ | 0.62 % | 0.10 % | as of Jun 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 38,597 | 14.4M $ | 0.39 % | 0.10 % | as of Jun 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 38,300 | 14.3M $ | 2.73 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 38,219 | 14.3M $ | 0.36 % | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 37,843 | 11.4M $ | 0.62 % | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 36,898 | 10.7M $ | 0.71 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 36,735 | 10.6M $ | 0.83 % | 0.09 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 35,520 | 13.2M $ | 0.13 % | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,385 | 10.7M $ | 0.64 % | 0.09 % | as of May 31, 2026 ↗ |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 34,579 | 12.9M $ | 1.92 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 34,256 | 12.8M $ | 1.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 34,180 | 12.7M $ | 0.28 % | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 33,123 | 9.6M $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 32,943 | 12.3M $ | 0.04 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Science & Technology Fund VALIC Co I | 32,455 | 9.8M $ | 0.25 % | 0.08 % | as of May 31, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 32,305 | 9.8M $ | 1.86 % | 0.08 % | as of May 31, 2026 ↗ |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 31,924 | 9.2M $ | 0.64 % | 0.08 % | as of Jul 31, 2026 ↗ |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 31,855 | 11.9M $ | 2.38 % | 0.08 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 30,832 | 11.5M $ | 0.39 % | 0.08 % | as of Jun 30, 2026 ↗ |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 30,335 | 11.3M $ | 0.56 % | 0.08 % | as of Jun 30, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg | 1.84 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Carnegie Global Resilient Small Cap Carnegie Fonder AB | 4.61 % | as of Mar 31, 2026 ↗ |
| Corgi High Voltage Grid Equipment ETF Corgi ETF Trust I | 4.41 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 4.20 % | as of Jun 30, 2026 ↗ |
| Tema Electrification ETF Tema ETF Trust | 3.88 % | as of May 31, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 3.84 % | as of Mar 31, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 3.62 % | as of Jun 30, 2026 ↗ |
| BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds | 3.40 % | as of Jul 31, 2026 ↗ |
| SMART Earnings Growth 30 ETF Tidal Trust I | 3.28 % | as of Jun 30, 2026 ↗ |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 3.23 % | as of Jun 30, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 3.19 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 554 | +58 | 17,685,799 | -9.8 % |
| 2026Q2 | 496 | +92 | 19,611,362 | -6.6 % |
| 2026Q1 | 404 | +25 | 20,994,133 | -4.6 % |
| 2025Q4 | 379 | +50 | 22,001,692 | +2.5 % |
| 2025Q3 | 329 | -6 | 21,468,447 | -1.0 % |
| 2025Q2 | 335 | +22 | 21,683,694 | -3.3 % |
| 2025Q1 | 313 | -9 | 22,414,048 | -2.2 % |
| 2024Q4 | 322 | -8 | 22,929,019 | -3.0 % |
| 2024Q3 | 330 | -6 | 23,634,485 | +1.6 % |
| 2024Q2 | 336 | +1 | 23,272,511 | -0.9 % |
| 2024Q1 | 335 | -19 | 23,488,138 | -0.8 % |
| 2023Q4 | 354 | 23,678,694 |
Institutional managers
567 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,470,740 | 2.1B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,832,738 | 591.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,586,650 | 512M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,451,136 | 468.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,310,558 | 422.9M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,226,487 | 395.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,120,237 | 364.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,061,129 | 342.4M $ | as of Mar 31, 2026 |
| Whale Rock Capital Management LLC | 1,022,112 | 329.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 652,107 | 210.4M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 601,105 | 194K $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 583,343 | 188.3M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 532,529 | 171.9M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 504,435 | 162.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 480,894 | 155.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 469,942 | 151.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 469,935 | 151.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 457,543 | 95.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 417,805 | 134.8M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 406,171 | 131.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 387,476 | 125M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 344,155 | 111.1M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 336,351 | 108.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 335,591 | 108.3M $ | as of Mar 31, 2026 |
| Analog Century Management LP | 324,651 | 104.8M $ | as of Mar 31, 2026 |
Declared shareholders of Advanced Energy Industries Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 9.90 % | 3,747,567 | as of Jun 30, 2026 · SCHEDULE 13G |
| FMR LLC and 1 other | 3.80 % | 1,441,863 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock Portfolio Management LLC | 2.30 % | 878,832 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of Advanced Energy Industries Inc
62 funds declare 64 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Advanced Energy Industries Inc". https://titelia.com/en/stocks/advanced-energy-industries-inc-US0079731008