AEIS

Advanced Energy Industries$285.89 5.30%
Information TechnologyUSCUSIP 007973100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
397
+70 QoQ
13F Value (tracked)
$11.6B
Insider Net · 180d
-$22.9M
0↑ 8↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)26 adding · 30 trimming
Insider net (180d)-$22.9M

Price & smart-money activity

$285.89 5.30%5Y +202.2%
$44.75$136.98$229.21$321.44$413.67202120222023202420252026384536494735334946384552474636521254431041552535434763515135758479448796488841108036138941117
Hover for who · click for detailEnd-of-day closing prices52w $135.25 – $389.05
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Ask your agent what changed in AEIS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AEIS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AEIS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

397 tracked 13F filers
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.1B
6.5M
+6.3%
Added · +386K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$748.5M
2.3M
New
+2.3M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$546.1M
1.7M
New
+1.7M sh
Q1 2026
4FMR LLC
$512.0M
1.6M
−15%
Reduced · −286K sh
Q1 2026
5STATE STREET CORP
$468.3M
1.5M
−5.6%
Reduced · −87K sh
Q1 2026
6AMERIPRISE FINANCIAL INC
$422.9M
1.3M
−20%
Reduced · −332K sh
Q1 2026
7EARNEST PARTNERS LLC
$395.8M
1.2M
−13%
Reduced · −182K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$364.1M
1.1M
+17%
Added · +163K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$342.4M
1.1M
+17%
Added · +151K sh
Q1 2026
10Whale Rock Capital Management LLC
$329.8M
1.0M
New
+1.0M sh
Q1 2026
11DIMENSIONAL FUND ADVISORS LP
$210.4M
652K
−3.9%
Reduced · −27K sh
Q1 2026
12NORGES BANK
$123.4M
589K
+33%
Added · +146K sh
Q4 2025
13Neuberger Berman Group LLC
$188.3M
583K
−23%
Reduced · −170K sh
Q1 2026
14FRANKLIN RESOURCES INC
$171.9M
533K
+9.2%
Added · +45K sh
Q1 2026
15PRINCIPAL FINANCIAL GROUP INC
$162.8M
504K
−13%
Reduced · −75K sh
Q1 2026
16NORTHERN TRUST CORP
$155.2M
481K
+19%
Added · +77K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$151.7M
470K
−12%
Reduced · −63K sh
Q1 2026
18FULLER & THALER ASSET MANAGEMENT, INC.
$151.7M
470K
+9.9%
Added · +42K sh
Q1 2026
19ALLIANCEBERNSTEIN L.P.
$95.8M
458K
−19%
Reduced · −106K sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$134.8M
418K
−11%
Reduced · −54K sh
Q1 2026
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$131.1M
406K
−28%
Reduced · −160K sh
Q1 2026
22Fisher Asset Management, LLC
$111.1M
344K
−13%
Reduced · −50K sh
Q1 2026
23Curated Wealth Partners LLC
Withheld
340K
New
+340K sh
Q2 2026
24LOOMIS SAYLES & CO L P
$108.5M
336K
−31%
Reduced · −153K sh
Q1 2026
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$108.3M
336K
+17%
Added · +49K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
21
funds
Reduced
30
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$22.9M
8 insiders
Net
-$22.9M
31 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 15, 2026Shirley BrianDirectorSell (S)1K$459K
May 7, 2026DelSanto AnneDirectorGrant (A)587$0
May 7, 2026Minnix LaneshaDirectorGrant (A)587$0
May 7, 2026Donikowski TinaDirectorGrant (A)587$0
May 7, 2026David ReedDirectorGrant (A)587$0
May 7, 2026Shirley BrianDirectorGrant (A)587$0
May 7, 2026Roush John ADirectorGrant (A)587$0
May 7, 2026FOSTER RONALD CDirectorGrant (A)587$0
May 7, 2026BALL FREDERICKDirectorGrant (A)587$0
May 7, 2026BEARD GRANT HDirectorGrant (A)760$0
May 2, 2026DelSanto AnneDirectorOption exercise (M)2K$0
May 2, 2026DelSanto AnneDirectorOption exercise (M)2K

Institutional ownership over time

392 funds+180 since Q3 2024
0196392Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $11.4B · 2 values withheld

Funds that own AEIS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT179 funds$68.0B
AMAZON.COM INCAMZN178 funds$48.6B
ALPHABET INC-CL AGOOGL177 funds$45.2B
META PLATFORMS INC-CLASS AMETA177 funds$30.2B
ALPHABET INC-CL CGOOG177 funds$29.4B
NVIDIA CORPNVDA176 funds$89.5B
APPLE INCAAPL174 funds$77.8B
BROADCOM INCAVGO174 funds$33.6B
MASTERCARD INC - AMA173 funds$11.6B
LAM RESEARCH CORPLRCX173 funds$7.4B
ELI LILLY & COLLY172 funds$16.8B
VISA INC-CLASS A SHARESV172 funds$13.9B

Ranked by how many of AEIS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AEIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.