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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, Q3 2024

Institutional positions in Applied Optoelectronics, Inc. as of Sep 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
140
+7 vs. Q2 2024
Shares held
29.5M
+3.29M (+12.6%) vs. Q2 2024
Total value
$421.7M
+$204.5M (+94.2%) vs. Q2 2024
New holders
42
43 more added
Sold out
35
35 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 140 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 heldQ3 2024: $421.7M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q2 2024.

Institutions holding AAOI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CoreCap Advisors, LLC10$1430.00%00.0%Unchanged
Planning Capital Management Corp10$1440.00%00.0%Unchanged
Lindbrook Capital, LLC21$3010.00%−52−71.2%Reduced
Northwestern Mutual Wealth Management Co25$3580.00%00.0%Unchanged
Princeton Global Asset Management LLC25$3580.00%00.0%Unchanged
Capital Performance Advisors LLP25$3580.00%+25New
Farther Finance Advisors, LLC37$5290.00%00.0%Unchanged
Jones Financial Companies LLLP42$5770.00%+42New
Cypress Capital Management LLC (WY)50$7160.00%00.0%Unchanged
Signaturefd, LLC61$8730.00%+61New
Rothschild Investment LLC65$9300.00%+50+333.3%Added
Bessemer Group Inc95$1.00K0.00%+95New
CIBC Private Wealth Group, LLC87$1.25K0.00%−200−69.7%Reduced
Sunbelt Securities, Inc.100$1.43K0.00%00.0%Unchanged
GAMMA Investing LLC107$1.53K0.00%+107New
US Bancorp112$1.60K0.00%−5,104−97.9%Reduced
Nisa Investment Advisors, LLC132$1.89K0.00%+132New
Sterling Capital Management LLC134$1.92K0.00%+134New
Advisor Group Holdings, Inc.200$2.86K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.262$3.75K0.00%+262New
Archer Investment Corp275$3.94K0.00%00.0%Unchanged
GWM Advisors LLC300$4.29K0.00%00.0%Unchanged
Russell Investments Group, Ltd.549$7.86K0.00%+549New
CWM, LLC596$9.00K0.00%+587+6,522.2%Added
nVerses Capital, LLC900$12.9K0.01%+900New
Federation des caisses Desjardins du Quebec917$13.1K0.00%+917New
Quadrant Capital Group LLC970$13.9K0.00%+970New
Amalgamated Bank1,280$18.0K0.00%00.0%Unchanged
Quest Partners LLC1,365$19.5K0.00%−2,820−67.4%Reduced
Great West Life Assurance Co3,293$47.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,625$51.9K0.00%00.0%Unchanged
Royal Bank of Canada4,296$61.0K0.00%+627+17.1%Added
New York State Common Retirement Fund5,400$77.3K0.00%−9,500−63.8%Reduced
Pingora Partners LLC5,700$81.6K0.06%+5,700New
FMR LLC6,137$87.8K0.00%+5,956+3,290.6%Added
BNP Paribas Arbitrage, SA7,822$111.9K0.00%−107,524−93.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)9,281$132.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.9,547$136.6K0.00%+9,547New
Arizona State Retirement System10,643$152.3K0.00%+431+4.2%Added
Squarepoint Ops LLC10,988$157.2K0.00%−297,844−96.4%Reduced
Gabelli & Co Investment Advisers, Inc.11,000$157.4K0.03%00.0%Unchanged
ExodusPoint Capital Management, LP11,383$163.0K0.00%−53,626−82.5%Reduced
Dark Forest Capital Management LP11,945$170.9K0.02%+11,945New
Deerfield Management Company, L.P. (Series C)11,981$171.4K0.00%+11,981New
Voya Investment Management LLC12,072$172.8K0.00%−166−1.4%Reduced
Oppenheimer & Co Inc13,017$186.3K0.00%+13,017New
Cambridge Investment Research Advisors, Inc.13,965$200.0K0.00%−3,450−19.8%Reduced
Winton Group Ltd14,286$204.4K0.01%+14,286New
Alliancebernstein L.P.14,510$207.6K0.00%−22,198−60.5%Reduced
Manufacturers Life Insurance Company, The14,667$209.9K0.00%+483+3.4%Added
Prelude Capital Management, LLC15,035$215.2K0.02%+15,035New
Two Sigma Advisers, LP15,800$226.1K0.00%−25,800−62.0%Reduced
Truvestments Capital LLC15,862$227.0K0.06%+3,097+24.3%Added
LPL Financial LLC17,343$248.2K0.00%−1,293−6.9%Reduced
Janus Henderson Group PLC18,800$268.7K0.00%00.0%Unchanged
Headlands Technologies LLC19,302$276.2K0.03%+19,302New
Corebridge Financial, Inc.19,782$283.1K0.00%−122−0.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.20,422$292.2K0.00%+20,422New
Gerber Kawasaki Wealth & Investment Management20,700$296.2K0.01%+20,700New
AQR Capital Management LLC20,807$297.7K0.00%−55,174−72.6%Reduced
JPMorgan Chase & Co21,165$302.9K0.00%−206,002−90.7%Reduced
Allspring Global Investments Holdings, LLC21,176$303.0K0.00%+21,176New
MetLife Investment Management21,565$308.6K0.00%+12,151+129.1%Added
Scientech Research LLC22,132$316.7K0.06%+22,132New
Cetera Investment Advisers22,197$317.6K0.00%+11,697+111.4%Added
Tower Research Capital LLC (TRC)22,266$318.6K0.01%+12,848+136.4%Added
Y-Intercept (Hong Kong) Ltd23,764$340.1K0.02%+23,764New
Gabelli Funds LLC24,100$344.9K0.00%−1,900−7.3%Reduced
Virtu Financial LLC24,634$353.0K0.02%+24,634New
State of Wisconsin Investment Board26,378$377.5K0.00%00.0%Unchanged
Gsa Capital Partners LLP26,915$385.0K0.03%−63,989−70.4%Reduced
Wells Fargo & Company28,848$412.8K0.00%+928+3.3%Added
Bank of America Corp29,307$419.4K0.00%−162,900−84.8%Reduced
Pinpoint Asset Management Ltd33,571$492.7K0.11%+33,571New
California State Teachers Retirement System34,947$500.1K0.00%−685−1.9%Reduced
Legal & General Group Plc40,069$573.4K0.00%00.0%Unchanged
Diametric Capital, LP41,285$590.8K0.29%+29,749+257.9%Added
Walleye Capital LLC41,926$600.0K0.01%+21,724+107.5%Added
Marshall Wace, LLP48,718$697.2K0.00%−493,069−91.0%Reduced
IMC-Chicago, LLC52,126$745.9K0.02%−8,197−13.6%Reduced
Kovack Advisors, Inc.54,500$779.9K0.08%+54,500New
Rhumbline Advisers55,313$791.5K0.00%+1,107+2.0%Added
Simplex Trading, LLC56,126$803.0K0.03%+33,218+145.0%Added
Barclays PLC56,920$814.5K0.00%+15,507+37.4%Added
UBS Asset Management Americas Inc67,275$962.7K0.00%−3,541−5.0%Reduced
Gamco Investors, Inc. Et Al67,800$970.2K0.01%−25,000−26.9%Reduced
Penn Capital Management Co Inc70,384$1.01M0.09%+70,384New
Swiss National Bank71,800$1.03M0.00%00.0%Unchanged
Wolverine Trading, LLC75,874$1.04M0.03%+54,457+254.3%Added
White Pine Capital LLC75,338$1.08M0.37%+44,706+145.9%Added
XTX Topco Ltd77,520$1.11M0.08%+77,520New
Raymond James Financial Services Advisors, Inc.80,412$1.15M0.00%+1,072+1.4%Added
UBS Group AG87,712$1.26M0.00%+36,308+70.6%Added
American Century Companies Inc89,968$1.29M0.00%−63,040−41.2%Reduced
Harbor Capital Advisors, Inc.92,202$1.32M0.06%+92,202New
Comerica Bank95,834$1.37M0.01%+95,834New
Bank of New York Mellon Corp99,649$1.43M0.00%−15,624−13.6%Reduced
Nuveen Asset Management, LLC103,444$1.48M0.00%+2,743+2.7%Added
Charles Schwab Investment Management Inc108,814$1.56M0.00%+3,081+2.9%Added
Price T Rowe Associates Inc115,836$1.66M0.00%+104,008+879.3%Added