21 institutions reported holding $69.5M of ADVANCED ENERGY INDS COM (AEIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($56.1M), Assenagon Asset Management S.A. ($4.1M), REINHART PARTNERS, LLC. ($3.4M), Baron Wealth Management LLC ($1.1M), GAMMA Investing LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $56.1M | 150,510 | Trimmed |
| 2 | Assenagon Asset Management S.A. | $4.1M | 10,935 | Added |
| 3 | REINHART PARTNERS, LLC. | $3.4M | 9,207 | New |
| 4 | Baron Wealth Management LLC | $1.1M | 2,883 | Added |
| 5 | GAMMA Investing LLC | $1.0M | 2,769 | Added |
| 6 | David J Yvars Group | $747,604 | 2,005 | Hold |
| 7 | MRA Advisory Group | $674,152 | 1,808 | New |
| 8 | Cooper Financial Group | $373,616 | 1,002 | Added |
| 9 | Red Spruce Capital, LLC | $365,785 | 981 | New |
| 10 | Pacific Excel Wealth Advisors, Inc. | $361,609 | 970 | New |
| 11 | Versant Capital Management, Inc | $349,752 | 938 | Trimmed |
| 12 | Hilltop National Bank | $272,941 | 732 | Trimmed |
| 13 | Dynamic Advisor Solutions LLC | $223,722 | 600 | New |
| 14 | Central Pacific Bank - Trust Division | $171,520 | 460 | Trimmed |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $138,335 | 371 | Added |
| 16 | MassMutual Private Wealth & Trust, FSB | $70,845 | 190 | Trimmed |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $24,236 | 65 | Hold |
| 18 | Cedar Mountain Advisors, LLC | $19,762 | 53 | Hold |
| 19 | Retirement Wealth Solutions LLC | $11,559 | 31 | Trimmed |
| 20 | MJT & Associates Financial Advisory Group, Inc. | $4,102 | 11 | Trimmed |
| 21 | TRUST POINT INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30