Advanced Energy Industries Ownership

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

Recent Insider Transactions

NasdaqGS:AEIS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Aug 25	SellUS$160,730	John Donaghey	Individual	1,000	US$160.73
19 Feb 25	SellUS$206,992	Lanesha Minnix	Individual	1,600	US$129.37
26 Nov 24	SellUS$210,312	Tina Donikowski	Individual	1,800	US$116.84
19 Nov 24	SellUS$111,720	Lanesha Minnix	Individual	1,000	US$111.72
04 Nov 24	SellUS$384,545	Frederick Ball	Individual	3,500	US$109.87

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AEIS?
Owner Type	Number of Shares	Ownership Percentage
State or Government	14,868	0.0365%
Individual Insiders	351,611	0.863%
Institutions	40,362,069	99.1%

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

Top Shareholders

Top 25 shareholders own 79.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.1%	BlackRock, Inc.	5,691,895	US$1.0b	-2.01%	0.01%
12.9%	The Vanguard Group, Inc.	4,876,083	US$876.1m	0.2%	0.01%
8.96%	FMR LLC	3,378,706	US$607.1m	-4.05%	0.03%
5.29%	Columbia Management Investment Advisers, LLC	1,994,639	US$358.4m	-14%	0.07%
4.39%	State Street Global Advisors, Inc.	1,655,164	US$297.4m	-0.11%	0.01%
4.3%	EARNEST Partners, LLC	1,621,868	US$291.4m	-1.1%	1.17%
2.84%	Neuberger Berman Investment Advisers LLC	1,069,651	US$192.2m	-8.45%	0.13%
2.45%	Geode Capital Management, LLC	925,648	US$166.3m	0.98%	0.01%
2.16%	Dimensional Fund Advisors LP	815,853	US$146.6m	-4.62%	0.02%
1.89%	Managed Account Advisors LLC	711,343	US$127.8m	3.43%	0.02%
1.75%	Manulife Asset Management	659,023	US$118.4m	-14.9%	0.08%
1.63%	Principal Global Investors, LLC	613,286	US$110.2m	28.5%	0.05%
1.61%	Massachusetts Financial Services Company	608,400	US$109.3m	58.7%	0.02%
1.46%	Channing Capital Management, LLC	549,176	US$98.7m	-22.7%	2.42%
1.44%	Loomis Sayles & Company, L.P.	543,636	US$97.7m	-14.2%	0.11%
1.25%	Charles Schwab Investment Management, Inc.	470,712	US$84.6m	1.19%	0.01%
1.24%	Silvercrest Asset Management Group LLC	467,116	US$83.9m	-6.32%	0.52%
1.22%	GW&K Investment Management, LLC	461,885	US$83.0m	53.7%	0.65%
1.18%	Norges Bank Investment Management	443,515	US$79.7m	-25.6%	0.01%
1.17%	Snyder Capital Management, L.P.	440,674	US$79.2m	4.53%	1.57%
1.13%	Northern Trust Global Investments	425,265	US$76.4m	-4.4%	0.01%
0.99%	Baron Capital Group, Inc.	373,245	US$67.1m	1.9%	0.15%
0.94%	Summit Partners Public Asset Management, LLC	354,921	US$63.8m	-40.1%	2.08%
0.89%	New York State Common Retirement Fund	336,883	US$60.5m	-9.26%	0.07%
0.86%	BNY Asset Management	323,919	US$58.2m	-15.1%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/10 05:09
End of Day Share Price	2025/10/10 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Advanced Energy Industries, Inc. is covered by 24 analysts. 11 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