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 | |
|---|---|---|---|---|---|
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 29,601 | 8.6M $ | 0.31 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,873 | 8.4M $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 28,790 | 8.3M $ | 1.32 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 28,025 | 10.4M $ | 0.57 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 27,803 | 8.4M $ | 0.32 % | 0.07 % | as of May 31, 2026 ↗ |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 27,745 | 10.3M $ | 0.64 % | 0.07 % | as of Jun 30, 2026 ↗ |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 27,133 | 10.1M $ | 0.43 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 26,960 | 8.1M $ | 0.32 % | 0.07 % | as of May 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 26,946 | 7.8M $ | 0.31 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 26,800 | 7.8M $ | 0.58 % | 0.07 % | as of Jul 31, 2026 ↗ |
| First Trust Nasdaq Semiconductor ETF First Trust Exchange-Traded Fund VI | 26,726 | 10M $ | 0.36 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Transamerica US Growth TRANSAMERICA FUNDS | 26,503 | 7.7M $ | 0.27 % | 0.07 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 26,250 | 9.8M $ | 0.02 % | 0.07 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 25,971 | 7.8M $ | 0.27 % | 0.06 % | as of May 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 24,720 | 9.2M $ | 0.39 % | 0.06 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 23,967 | 8.9M $ | 2.90 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 23,376 | 6.8M $ | 0.43 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,787 | 6.6M $ | 0.02 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 22,728 | 6.9M $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 22,628 | 8.4M $ | 1.42 % | 0.06 % | as of Jun 30, 2026 ↗ |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 22,548 | 8.4M $ | 0.91 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 22,315 | 6.7M $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,067 | 8.2M $ | 0.49 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 21,774 | 8.1M $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 21,620 | 8.1M $ | 0.63 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 21,361 | 8M $ | 1.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,308 | 7.9M $ | 0.28 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VistaShares Artificial Intelligence Supercycle ETF Tidal Trust III | 21,163 | 6.4M $ | 0.92 % | 0.05 % | as of May 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 21,126 | 7.9M $ | 0.27 % | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 21,066 | 7.9M $ | 0.20 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 20,800 | 6M $ | 0.42 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 20,792 | 6M $ | 0.02 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 20,762 | 7.7M $ | 3.62 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,488 | 7.6M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 20,146 | 5.8M $ | 0.03 % | 0.05 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 20,040 | 7.5M $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 19,876 | 6M $ | 0.25 % | 0.05 % | as of May 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 19,616 | 7.3M $ | 2.04 % | 0.05 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 19,600 | 7.3M $ | 0.15 % | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 19,532 | 5.7M $ | 0.14 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust | 19,404 | 5.6M $ | 1.34 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 19,325 | 5.6M $ | 1.47 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 19,090 | 5.8M $ | 1.26 % | 0.05 % | as of May 31, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 18,819 | 5.4M $ | 2.67 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 18,656 | 7M $ | 1.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 18,532 | 6.9M $ | 1.29 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 18,378 | 5.3M $ | 1.04 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,224 | 6.8M $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,221 | 5.3M $ | 0.27 % | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 18,155 | 6.8M $ | 0.19 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 17,892 | 6.7M $ | 1.88 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,846 | 5.2M $ | 0.21 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 17,710 | 6.6M $ | 0.70 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 17,698 | 5.1M $ | 0.23 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Expanded Tech Sector ETF iShares Trust | 17,692 | 6.6M $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,653 | 6.6M $ | 0.39 % | 0.04 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 17,571 | 6.6M $ | 0.11 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 17,426 | 6.5M $ | 0.39 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 17,338 | 5.2M $ | 1.34 % | 0.04 % | as of May 31, 2026 ↗ |
| SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III | 17,143 | 6.4M $ | 2.49 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,564 | 4.8M $ | 0.24 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 16,405 | 4.7M $ | 0.21 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 16,036 | 4.8M $ | 0.26 % | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 16,001 | 6M $ | 0.19 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Seligman Global Technology Fund Columbia Funds Variable Series Trust II | 15,959 | 6M $ | 1.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 15,504 | 4.5M $ | 0.54 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 15,500 | 5.8M $ | 0.25 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund First Trust Exchange-Traded Fund II | 15,243 | 5.7M $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 15,106 | 4.4M $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 15,072 | 4.6M $ | 0.33 % | 0.04 % | as of May 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 15,072 | 4.6M $ | 1.39 % | 0.04 % | as of May 31, 2026 ↗ |
| Carnegie US Small & Micro Cap Carnegie Fonder AB | 14,745 | 45.3M SEK | 3.84 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 14,623 | 5.5M $ | 2.21 % | 0.04 % | as of Jun 30, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 14,540 | 4.2M $ | 0.31 % | 0.04 % | as of Jul 31, 2026 ↗ |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 14,525 | 5.4M $ | 0.12 % | 0.04 % | as of Jun 30, 2026 ↗ |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 14,282 | 5.3M $ | 1.40 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,033 | 4.1M $ | 0.16 % | 0.04 % | as of Jul 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 13,954 | 5.2M $ | 0.21 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 13,894 | 5.2M $ | 0.70 % | 0.03 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 13,758 | 4M $ | 0.31 % | 0.03 % | as of Jul 31, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 13,517 | 5M $ | 0.39 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 13,512 | 5M $ | 0.36 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 13,296 | 5M $ | 0.58 % | 0.03 % | as of Jun 30, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 13,171 | 4.9M $ | 0.39 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 13,170 | 4.9M $ | 0.38 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,974 | 4.8M $ | 0.16 % | 0.03 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 12,790 | 3.7M $ | 0.29 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 12,769 | 4.8M $ | 0.27 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 12,517 | 4.7M $ | 0.38 % | 0.03 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 12,497 | 4.7M $ | 0.17 % | 0.03 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 12,489 | 4.7M $ | 0.56 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MML VIP Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 12,317 | 4.6M $ | 1.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,308 | 3.6M $ | 0.62 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 12,285 | 3.6M $ | 1.05 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 12,059 | 4.5M $ | 1.96 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 12,054 | 3.5M $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,877 | 3.4M $ | 0.35 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 11,637 | 35.8M SEK | 0.13 % | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 11,509 | 4.3M $ | 0.44 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 11,464 | 3.3M $ | 0.14 % | 0.03 % | as of Jul 31, 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