Advanced Energy Industries Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:AVX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 24	Sell€200,848	Tina Donikowski	Individual	1,800	€111.58
19 Nov 24	Sell€105,508	Lanesha Minnix	Individual	1,000	€105.51
04 Nov 24	Sell€353,205	Frederick Ball	Individual	3,500	€100.92

Insider Trading Volume

Insider Buying: AVX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AVX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	12,252	0.031%
Individual Insiders	297,005	0.751%
Institutions	39,257,671	99.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.6%	BlackRock, Inc.	5,875,234	€652.3m	2.43%	0.01%
12.9%	The Vanguard Group, Inc.	4,843,761	€537.7m	4.86%	0.01%
11.3%	FMR LLC	4,236,756	€470.4m	3.95%	0.03%
6.85%	Columbia Management Investment Advisers, LLC	2,580,554	€286.5m	-4.26%	0.06%
4.52%	State Street Global Advisors, Inc.	1,703,116	€189.1m	1.43%	0.01%
4.36%	EARNEST Partners, LLC	1,641,307	€182.2m	-2.41%	0.78%
2.39%	Dimensional Fund Advisors LP	901,882	€100.1m	-5.16%	0.01%
2.35%	Geode Capital Management, LLC	884,402	€98.2m	1.73%	0.01%
2.33%	Neuberger Berman Investment Advisers LLC	877,265	€97.4m	-0.48%	0.07%
1.99%	Channing Capital Management, LLC	748,961	€83.1m	1.19%	2.1%
1.77%	Loomis Sayles & Company, L.P.	666,506	€74.0m	-1.4%	0.09%
1.69%	Manulife Asset Management	635,772	€70.6m	-1.84%	0.05%
1.36%	Baron Capital Group, Inc.	513,071	€57.0m	0%	0.13%
1.29%	Principal Global Investors, LLC	484,700	€53.8m	12.4%	0.03%
1.25%	Aristotle Capital Boston, LLC	471,157	€52.3m	-3.26%	1.76%
1.24%	Massachusetts Financial Services Company	467,902	€51.9m	-9.04%	0.01%
1.21%	Snyder Capital Management, L.P.	454,549	€50.5m	7.42%	1.07%
1.17%	Charles Schwab Investment Management, Inc.	441,588	€49.0m	0%	0.01%
1.14%	Norges Bank Investment Management	430,071	€47.7m	0%	no data
1.12%	BNY Asset Management	420,106	€46.6m	-16.5%	0.01%
1.07%	Northern Trust Global Investments	404,067	€44.9m	0.69%	0.01%
1.07%	Lord, Abbett & Co. LLC	403,679	€44.8m	6.15%	0.13%
0.99%	New York State Common Retirement Fund	373,981	€41.5m	-2.32%	0.05%
0.87%	T. Rowe Price Group, Inc.	327,267	€36.3m	-1.95%	no data
0.83%	GW&K Investment Management, LLC	312,520	€34.7m	32.4%	0.28%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/02 14:41
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Advanced Energy Industries, Inc. is covered by 24 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Mason	Baird
Christopher Muse	Barclays
Mark Miller	Benchmark Company