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Applied Optoelectronics, Inc.

AAOI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001158114

In the last 90 days, Applied Optoelectronics, Inc. insiders filed 0 open-market purchases and 7 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $7.56B in total; superinvestors Greenwoods Asset Management and Maverick Capital hold it.

13F holders, Q2 2024

Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
134
+16 vs. Q1 2024
Shares held
29.2M
+567.6K (+2.0%) vs. Q1 2024
Total value
$242.1M
−$154.5M (−39.0%) vs. Q1 2024
New holders
44
41 more added
Sold out
28
38 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AAOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 134 institutions
Q1 2021: 110 institutionsQ2 2021: 108 institutionsQ3 2021: 102 institutionsQ4 2021: 86 institutionsQ1 2022: 70 institutionsQ2 2022: 63 institutionsQ3 2022: 62 institutionsQ4 2022: 62 institutionsQ1 2023: 52 institutionsQ2 2023: 55 institutionsQ3 2023: 77 institutionsQ4 2023: 103 institutionsQ1 2024: 119 institutionsQ2 2024: 134 institutionsQ3 2024: 140 institutionsQ4 2024: 157 institutionsQ1 2025: 147 institutionsQ2 2025: 147 institutionsQ3 2025: 180 institutionsQ4 2025: 220 institutionsQ1 2026: 376 institutionsQ2 2026: 483 institutions
Value heldQ2 2024: $242.1M
Q1 2021: $117.8MQ2 2021: $111.9MQ3 2021: $96.7MQ4 2021: $55.7MQ1 2022: $35.6MQ2 2022: $14.7MQ3 2022: $25.2MQ4 2022: $17.5MQ1 2023: $19.4MQ2 2023: $71.8MQ3 2023: $171.9MQ4 2023: $455.8MQ1 2024: $397.3MQ2 2024: $242.1MQ3 2024: $421.7MQ4 2024: $1.13BQ1 2025: $477.5MQ2 2025: $848.5MQ3 2025: $1.03BQ4 2025: $1.67BQ1 2026: $4.49BQ2 2026: $7.56B
Institutions holding AAOI and their total value by quarter
QuarterHoldersValue
Q2 2026483$7.56B
Q1 2026376$4.49B
Q4 2025220$1.67B
Q3 2025180$1.03B
Q2 2025147$848.5M
Q1 2025147$477.5M
Q4 2024157$1.13B
Q3 2024140$421.7M
Q2 2024134$242.1M
Q1 2024119$397.3M
Q4 2023103$455.8M
Q3 202377$171.9M
Q2 202355$71.8M
Q1 202352$19.4M
Q4 202262$17.5M
Q3 202262$25.2M
Q2 202263$14.7M
Q1 202270$35.6M
Q4 202186$55.7M
Q3 2021102$96.7M
Q2 2021108$111.9M
Q1 2021110$117.8M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2024.

Institutions holding AAOI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc11,828$00.00%+11,828New
CWM, LLC9$00.00%+9New
CoreCap Advisors, LLC10$830.00%00.0%Unchanged
Planning Capital Management Corp10$830.00%+10New
Rothschild Investment LLC15$1240.00%+15New
Northwestern Mutual Wealth Management Co25$2070.00%00.0%Unchanged
Princeton Global Asset Management LLC25$2070.00%00.0%Unchanged
Allworth Financial LP23$2230.00%+23New
Farther Finance Advisors, LLC37$2990.00%+37New
Cypress Capital Management LLC (WY)50$4150.00%00.0%Unchanged
Lindbrook Capital, LLC73$6050.00%+73New
Sunbelt Securities, Inc.100$8290.00%00.0%Unchanged
FMR LLC181$1.50K0.00%−10−5.2%Reduced
Advisor Group Holdings, Inc.200$1.66K0.00%+10+5.3%Added
Archer Investment Corp275$2.28K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC287$2.45K0.00%00.0%Unchanged
GWM Advisors LLC300$2.49K0.00%00.0%Unchanged
Harbour Investments, Inc.434$3.60K0.00%+429+8,580.0%Added
Redwood Wealth Management Group, LLC600$4.97K0.00%+600New
Cubist Systematic Strategies, LLC1,000$8.29K0.00%−3,905−79.6%Reduced
Amalgamated Bank1,280$11.0K0.00%+1,280New
Larson Financial Group LLC2,428$20.1K0.00%+1,681+225.0%Added
Great West Life Assurance Co3,293$27.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,625$30.1K0.00%+3,625New
Royal Bank of Canada3,669$31.0K0.00%+3,449+1,567.7%Added
Quest Partners LLC4,185$34.7K0.00%−4,021−49.0%Reduced
US Bancorp5,216$43.2K0.00%+5,216New
Zurcher Kantonalbank (Zurich Cantonalbank)9,281$76.9K0.00%+6,787+272.1%Added
MetLife Investment Management9,414$78.0K0.00%+9,414New
Tower Research Capital LLC (TRC)9,418$78.1K0.00%+3,270+53.2%Added
Arizona State Retirement System10,212$84.7K0.00%−1,063−9.4%Reduced
Cetera Investment Advisers10,500$87.0K0.00%+10,500New
Point72 Hong Kong Ltd10,731$89.0K0.01%+10,731New
Gabelli & Co Investment Advisers, Inc.11,000$91.2K0.02%−14,000−56.0%Reduced
Entropy Technologies, LP11,196$92.8K0.01%+11,196New
EntryPoint Capital, LLC11,496$95.3K0.04%+11,496New
Diametric Capital, LP11,536$95.6K0.05%+11,536New
Voya Investment Management LLC12,238$101.5K0.00%+12,238New
Truvestments Capital LLC12,765$105.8K0.04%+1,138+9.8%Added
Clear Street Markets LLC13,189$109.0K0.04%+13,189New
Manufacturers Life Insurance Company, The14,184$117.6K0.00%+14,184New
Quantitative Investment Management, LLC14,594$120.0K0.01%+14,594New
New York State Common Retirement Fund14,900$123.5K0.00%+14,900New
Nomura Holdings Inc15,000$124.3K0.00%+15,000New
Cambridge Investment Research Advisors, Inc.17,415$144.0K0.00%−4,000−18.7%Reduced
LPL Financial LLC18,636$154.5K0.00%−363−1.9%Reduced
Janus Henderson Group PLC18,800$156.3K0.00%−9,069−32.5%Reduced
Corebridge Financial, Inc.19,904$165.2K0.00%+19,904New
Walleye Capital LLC20,202$167.5K0.00%+10,790+114.6%Added
Two Sigma Securities, LLC20,613$170.9K0.01%+20,613New
Wolverine Trading, LLC21,417$177.5K0.00%−10,676−33.3%Reduced
Simplex Trading, LLC22,908$189.0K0.01%−24,766−51.9%Reduced
SEI Investments Co23,425$194.2K0.00%+23,425New
Gabelli Funds LLC26,000$215.5K0.00%−1,000−3.7%Reduced
State of Wisconsin Investment Board26,378$218.7K0.00%−3,941−13.0%Reduced
Wells Fargo & Company27,920$231.5K0.00%+15,994+134.1%Added
Dynamic Technology Lab Private Ltd29,411$244.0K0.03%+29,411New
Independent Advisor Alliance29,791$247.0K0.01%−97,724−76.6%Reduced
Connective Capital Management, LLC30,122$249.7K0.47%+30,122New
White Pine Capital LLC30,632$253.9K0.10%−6,600−17.7%Reduced
Citadel Advisors LLC32,899$272.7K0.00%−48,922−59.8%Reduced
Aquatic Capital Management LLC34,100$282.7K0.01%+34,100New
California State Teachers Retirement System35,632$295.4K0.00%−1,253−3.4%Reduced
Invesco Ltd.36,444$302.1K0.00%+18,061+98.2%Added
Alliancebernstein L.P.36,708$304.3K0.00%+36,708New
Legal & General Group Plc40,069$332.2K0.00%+3,184+8.6%Added
Collaborative Holdings Management LP40,932$339.3K0.77%+40,932New
Barclays PLC41,413$343.3K0.00%−2,335−5.3%Reduced
Two Sigma Advisers, LP41,600$344.9K0.00%−100−0.2%Reduced
Arete Wealth Advisors, LLC18,970$375.0K0.03%+18,970New
UBS Group AG51,404$426.1K0.00%+20,173+64.6%Added
Rhumbline Advisers54,206$449.4K0.00%+54,206New
Bridgeway Capital Management, LLC54,300$450.1K0.01%00.0%Unchanged
IMC-Chicago, LLC60,323$500.1K0.02%+818+1.4%Added
Group One Trading, L.P.61,848$512.7K0.02%−20,962−25.3%Reduced
ExodusPoint Capital Management, LP65,009$539.0K0.01%+65,009New
Shay Capital LLC67,500$559.6K0.16%+67,500New
UBS Asset Management Americas Inc70,816$587.1K0.00%+70,816New
Swiss National Bank71,800$595.2K0.00%−9,200−11.4%Reduced
Hidden Lake Asset Management LP72,530$601.3K0.51%−367−0.5%Reduced
AQR Capital Management LLC75,981$629.9K0.00%+36,138+90.7%Added
Raymond James Financial Services Advisors, Inc.79,340$657.7K0.00%+29,047+57.8%Added
Goldman Sachs Group Inc83,692$693.8K0.00%−187,345−69.1%Reduced
Qube Research & Technologies Ltd86,527$717.3K0.00%+82,108+1,858.1%Added
Gsa Capital Partners LLP90,904$754.0K0.05%+3,060+3.5%Added
Gamco Investors, Inc. Et Al92,800$769.3K0.01%−4,600−4.7%Reduced
Jane Street Group, LLC100,505$833.2K0.00%−305,296−75.2%Reduced
Nuveen Asset Management, LLC100,701$834.8K0.00%+100,701New
Charles Schwab Investment Management Inc105,733$876.5K0.00%+87,418+477.3%Added
Morgan Stanley107,321$889.7K0.00%−108,087−50.2%Reduced
Bank of New York Mellon Corp115,273$955.6K0.00%+115,273New
BNP Paribas Arbitrage, SA115,346$956.2K0.00%+65,685+132.3%Added
Northern Trust Corp121,419$1.01M0.00%+17,518+16.9%Added
Deutsche Bank AG123,331$1.02M0.00%+17,543+16.6%Added
Point72 Asia (Singapore) Pte. Ltd.128,524$1.07M0.22%+17,019+15.3%Added
Rice Hall James & Associates, LLC134,123$1.11M0.07%−6,565−4.7%Reduced
Voloridge Investment Management, LLC137,561$1.14M0.00%−61,526−30.9%Reduced
American Century Companies Inc153,008$1.27M0.00%−348,459−69.5%Reduced
Hussman Strategic Advisors, Inc.178,500$1.48M0.41%−10,500−5.6%Reduced
Laurion Capital Management LP190,839$1.58M0.05%−222,772−53.9%Reduced