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 | |
|---|---|---|---|---|---|
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 4,049 | 1.5M $ | 0.20 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 4,006 | 1.2M $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Buffalo Mid Cap Growth Fund Buffalo Funds | 4,000 | 1.5M $ | 1.32 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,917 | 1.5M $ | 0.17 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 3,867 | 1.4M $ | 0.91 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 3,798 | 1.4M $ | 1.64 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 3,769 | 1.4M $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 3,769 | 1.1M $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 3,718 | 1.4M $ | 0.44 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 3,715 | 1.4M $ | 0.85 % | 0.01 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,697 | 1.1M $ | 0.19 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,617 | 1.3M $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 3,603 | 1.3M $ | 2.37 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,600 | 1.3M $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | 3,498 | 1.3M $ | 1.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 3,436 | 1M $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 3,350 | 969.9K $ | 2.27 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,346 | 1.2M $ | 0.25 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 3,319 | 1.2M $ | 0.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| American Beacon Man Large Cap Growth Fund AMERICAN BEACON FUNDS | 3,310 | 1.2M $ | 0.56 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,308 | 1.2M $ | 0.34 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 3,276 | 1.2M $ | 0.39 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 3,248 | 1.2M $ | 3.19 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,200 | 1.2M $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,150 | 951.9K $ | 0.49 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,142 | 949.4K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 3,136 | 907.9K $ | 0.11 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,136 | 907.9K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 3,133 | 907.1K $ | 0.48 % | 0.01 % | as of Jul 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 3,104 | 1.2M $ | 0.35 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 3,101 | 897.8K $ | 0.13 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,064 | 887.1K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 3,063 | 925.6K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,060 | 1.1M $ | 0.19 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 3,059 | 1.1M $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | 3,057 | 1.1M $ | 1.46 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Calvert Global Energy Solutions Fund Calvert Impact Fund, Inc. | 3,053 | 1.1M $ | 0.60 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 2,984 | 1.1M $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 2,857 | 827.2K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 2,817 | 1.1M $ | 2.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 2,782 | 1M $ | 0.38 % | 0.01 % | as of Jun 30, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 2,705 | 783.2K $ | 0.28 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 2,696 | 1M $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 2,695 | 1M $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 2,695 | 1M $ | 0.38 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 2,683 | 810.7K $ | 0.07 % | 0.01 % | as of May 31, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 2,622 | 759.1K $ | 0.95 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Guardian Large Cap Disciplined Growth VIP Fund Guardian Variable Products Trust | 2,617 | 975.8K $ | 0.30 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 2,599 | 969.1K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 2,596 | 968K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,580 | 779.6K $ | 0.10 % | 0.01 % | as of May 31, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 2,566 | 956.8K $ | 0.33 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 2,552 | 738.9K $ | 0.26 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 2,550 | 950.8K $ | 1.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust | 2,543 | 768.4K $ | 0.82 % | 0.01 % | as of May 31, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 2,508 | 935.2K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,495 | 930.3K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 2,440 | 909.8K $ | 0.51 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin Intelligent Machines ETF Franklin Templeton ETF Trust | 2,440 | 909.8K $ | 0.77 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 2,407 | 897.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 2,401 | 895.3K $ | 0.44 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Carnegie Global Resilient Small Cap Carnegie Fonder AB | 2,400 | 7.4M SEK | 4.61 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,379 | 887.1K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,370 | 686.2K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,357 | 712.2K $ | 0.11 % | 0.01 % | as of May 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,355 | 878.1K $ | 0.37 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 2,349 | 875.9K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 2,283 | 851.3K $ | 1.48 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 2,281 | 850.5K $ | 0.53 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Stiftelsefond Handelsbanken Fonder AB | 2,254 | 6.9M SEK | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 2,234 | 675.1K $ | 0.42 % | 0.01 % | as of May 31, 2026 ↗ |
| AXS Green Alpha ETF INVESTMENT MANAGERS SERIES TRUST II | 2,184 | 814.3K $ | 1.42 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 2,076 | 774.1K $ | 0.59 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds | 2,042 | 617.1K $ | 0.10 % | 0.01 % | as of May 29, 2026 ↗ |
| VistaShares Electrification Supercycle ETF Tidal Trust III | 2,004 | 605.6K $ | 0.90 % | 0.01 % | as of May 31, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,000 | 604.4K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 1,992 | 742.8K $ | 1.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,989 | 741.6K $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,950 | 727.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,950 | 727.1K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 1,937 | 722.2K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 1,936 | 721.9K $ | 0.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,884 | 702.5K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 1,844 | 533.9K $ | 1.49 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,776 | 536.7K $ | 0.29 % | 0.00 % | as of May 31, 2026 ↗ |
| Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds | 1,774 | 661.5K $ | 0.57 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | 1,766 | 658.5K $ | 0.23 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 1,715 | 518.2K $ | 0.16 % | 0.00 % | as of May 31, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 1,696 | 632.4K $ | 0.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,688 | 488.7K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 1,660 | 480.6K $ | 0.19 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,648 | 614.5K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Transamerica Large Growth TRANSAMERICA FUNDS | 1,605 | 464.7K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,604 | 598.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 1,554 | 469.6K $ | 0.18 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,527 | 461.4K $ | 0.11 % | 0.00 % | as of May 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 1,518 | 566K $ | 2.69 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 1,497 | 558.2K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 1,497 | 558.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,485 | 448.7K $ | 0.06 % | 0.00 % | as of May 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