The largest holder of Advanced Energy Industries stock is BlackRock Advisors LLC, with 4.2 million shares (10.59% of the company), worth about $1.17 billion as of September 25, 2026. The 10 largest holders together own 41.1%.
In Q2 2026, 709 institutional holdings reports listed shares worth $15.00 billion.
Insiders reported 75 transactions in the last two years: 31 sales worth $29.23 million and no purchases. The newest one on file is from May 1, 2026 (Ball Frederick A, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 1, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Advisors LLC | 4.2 million | 10.59% | $1.2B |
| Vanguard Portfolio Management LLC | 2.1 million | 5.35% | $593.0M |
| Vanguard Capital Management LLC | 1.7 million | 4.28% | $475.0M |
| Ameriprise Financial Services LLC | 1.6 million | 3.89% | $432.0M |
| Fidelity Management & Research Co. LLC | 1.4 million | 3.54% | $392.0M |
| State Street Corporation | 1.3 million | 3.18% | $352.0M |
| Invesco Advisers, Inc. | 1.2 million | 2.97% | $329.0M |
| Merrill Lynch International | 1.0 million | 2.56% | $284.0M |
| EARNEST Partners LLC | 954,262 | 2.38% | $264.0M |
| Geode Capital Management LLC | 938,239 | 2.34% | $260.0M |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 709 | – | $15.0B |
| Q1 2026 | 608 | 41.0 million | $13.2B |
| Q4 2025 | 486 | 41.6 million | $8.7B |
| Q3 2025 | 421 | 40.3 million | $6.9B |
| Q2 2025 | 387 | 39.9 million | $5.3B |
| Q1 2025 | 373 | 40.2 million | $3.8B |
| Q4 2024 | 332 | 40.9 million | $4.7B |
| Q3 2024 | 330 | 39.8 million | $4.2B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Ball Frederick A | May 1, 2026 | Director | -- | – |
| Foster Ronald C | May 1, 2026 | Director | -- | – |
| Beard Grant Harold | May 1, 2026 | Director | -- | – |
| Roush John A | May 1, 2026 | Director | -- | – |
| Shirley Brian M | May 1, 2026 | Director | -- | – |
| Reed David W | May 1, 2026 | Director | -- | – |
| Donikowski Tina M | May 1, 2026 | Director | -- | – |
| Minnix Lanesha | May 1, 2026 | Director | -- | – |
| Delsanto Anne | May 1, 2026 | Director | -- | – |
| Vonne Elizabeth Karpinski | Apr 16, 2026 | General Counsel | Sale at price 369.40 per share. | $356,840 |
| Delsanto Anne | Apr 15, 2026 | Director | Sale at price 380.52 per share. | $91,325 |
| Oldham Paul R | Mar 18, 2026 | Chief Financial Officer | Sale at price 315.99 per share. | $1.4M |
Newest 12 of 75 insider transactions in the last two years.
BlackRock Advisors LLC, with 10.59% of the company (as of September 25, 2026). Next: Vanguard Portfolio Management LLC (5.35%) and Vanguard Capital Management LLC (4.28%).
709 institutional holdings reports listed Advanced Energy Industries shares in Q2 2026 worth $15.00 billion.
In the last two years insiders reported 31 sales and no purchases (75 transactions in all); the newest on file is from May 1, 2026.