$AEIS

$221.13 +$4.50 (2.08%) Close

$AEIS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 40.1M shares outstanding

Who owns AEIS?

By type of holder

Institutions 99.6% Insiders 0.4% Everyone else 0.0%

Concentration Top 10 holders own 42.0%

BlackRock, Inc. 11.6% · Vanguard Portfolio Management LLC 5.4%

Institutional ownership

99.6%

-0.4 pts vs last qtr

Institutional holders

681

+102 vs last qtr

Net shares bought

−1.1M

by institutions in Q2 2026

New / sold out

180 / 78

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jane Street Group, LLC +701.3K
D. E. Shaw & Co., Inc. +584.0K

Biggest sellers in Q2 2026

BlackRock, Inc. −1.8M
Whale Rock Capital Management LLC SOLD OUT −1.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$35.4M

26 notices from 10 people

Shares covered

117.7K

0.29% of the company

Arranged in advance

99%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Stephen D Kelley Officer 10b5-1 $15.8M
Eduardo Bernal Acebedo Officer 10b5-1 $7.82M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−3.6%

−0.40% a year

Each share's claim on the business

+3.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$314M vs $216M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years5% 1–3 years12% Under 1 year18%

Quarterly turnover

20.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AEIS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.6M	11.55%	−1.8M (−28.5%)	≤2021	0.0%
Shares held by quarter Peak holding6.5M (Q1'26) Change over 8 quarters−1.2M Share of the company11.550% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	2.1M	5.35%	−175.7K (−7.6%)	≤2021	0.0%
Shares held by quarter Peak holding2.3M (Q1'26) Change over 8 quarters+2.1M Share of the company5.350% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

4.6M

% of company

11.55%

Change vs last qtr

−1.8M (−28.5%)

Held since

≤2021

Vanguard Portfolio Management LLC

2.1M

% of company

5.35%

Change vs last qtr

−175.7K (−7.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Advanced Energy Industries, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AEIS on Form N-PORT; together they hold 53.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$485M	1.3M	3.25%	0.39%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$450M	1.2M	3.01%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$485M

% of company

3.25%

% of the fund

0.39%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$450M

% of company

3.01%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Advanced Energy Industries, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KS Kelley Stephen Douglas Insider	80.4K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Kelley Stephen Douglas's insider activity →
FR Foster Ronald C Insider	61.9K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Foster Ronald C's insider activity →

Kelley Stephen Douglas

Insider

80.4K

% of company

0.20%

Change vs last qtr

—

Held since

—

Foster Ronald C

Insider

61.9K

% of company

0.15%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Advanced Energy Industries, Inc..

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