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 2025
Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2025. 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
- 147
- +3 vs. Q1 2025
- Shares held
- 33.0M
- +1.90M (+6.1%) vs. Q1 2025
- Total value
- $848.5M
- +$371.0M (+77.7%) vs. Q1 2025
- New holders
- 42
- 63 more added
- Sold out
- 39
- 26 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 483 | $7.56B |
| Q1 2026 | 376 | $4.49B |
| Q4 2025 | 220 | $1.67B |
| Q3 2025 | 180 | $1.03B |
| Q2 2025 | 147 | $848.5M |
| Q1 2025 | 147 | $477.5M |
| Q4 2024 | 157 | $1.13B |
| Q3 2024 | 140 | $421.7M |
| Q2 2024 | 134 | $242.1M |
| Q1 2024 | 119 | $397.3M |
| Q4 2023 | 103 | $455.8M |
| Q3 2023 | 77 | $171.9M |
| Q2 2023 | 55 | $71.8M |
| Q1 2023 | 52 | $19.4M |
| Q4 2022 | 62 | $17.5M |
| Q3 2022 | 62 | $25.2M |
| Q2 2022 | 63 | $14.7M |
| Q1 2022 | 70 | $35.6M |
| Q4 2021 | 86 | $55.7M |
| Q3 2021 | 102 | $96.7M |
| Q2 2021 | 108 | $111.9M |
| Q1 2021 | 110 | $117.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $334 | 0.00% | +13 | New |
| True Wealth Design, LLC | 18 | $463 | 0.00% | +18 | New |
| Princeton Global Asset Management LLC | 25 | $642 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $796 | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 35 | $899 | 0.00% | +35 | New |
| Allworth Financial LP | 35 | $900 | 0.00% | +35 | New |
| Bessemer Group Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 40 | $1.03K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 48 | $1.23K | 0.00% | +48 | New |
| Cypress Capital Management LLC (WY) | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $1.28K | 0.00% | +50 | New |
| Jones Financial Companies LLLP | 53 | $1.39K | 0.00% | −2−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 62 | $1.59K | 0.00% | +48+342.9% | Added |
| Innovative Advisory Group, LLC | 74 | $1.90K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 87 | $2.23K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 134 | $3.00K | 0.00% | +134 | New |
| Signaturefd, LLC | 121 | $3.11K | 0.00% | −277−69.6% | Reduced |
| US Bancorp | 126 | $3.24K | 0.00% | −60−32.3% | Reduced |
| Rothschild Investment LLC | 130 | $3.34K | 0.00% | +15+13.0% | Added |
| Sunbelt Securities, Inc. | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 177 | $4.55K | 0.00% | +177 | New |
| Russell Investments Group, Ltd. | 264 | $6.78K | 0.00% | −285−51.9% | Reduced |
| Archer Investment Corp | 275 | $7.07K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $7.71K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 327 | $8.40K | 0.00% | −94−22.3% | Reduced |
| Advisor Group Holdings, Inc. | 362 | $9.30K | 0.00% | +337+1,348.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 387 | $10.0K | 0.00% | +387 | New |
| Sterling Capital Management LLC | 401 | $10.3K | 0.00% | −342−46.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 475 | $12.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 566 | $14.5K | 0.00% | −3,707−86.8% | Reduced |
| IFP Advisors, Inc | 0 | $14.9K | 0.00% | 0 | New |
| Blue Bell Private Wealth Management, LLC | 695 | $17.9K | 0.00% | +80+13.0% | Added |
| CoreCap Advisors, LLC | 704 | $18.1K | 0.00% | +678+2,607.7% | Added |
| Nisa Investment Advisors, LLC | 962 | $24.7K | 0.00% | +801+497.5% | Added |
| Amalgamated Bank | 1,484 | $38.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,785 | $45.9K | 0.00% | +825+85.9% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,920 | $49.3K | 0.01% | +1,920 | New |
| Caitong International Asset Management Co., Ltd | 1,977 | $50.8K | 0.04% | −21,251−91.5% | Reduced |
| CWM, LLC | 2,218 | $57.0K | 0.00% | +1,413+175.5% | Added |
| Headlands Technologies LLC | 2,235 | $57.4K | 0.01% | +2,235 | New |
| Great West Life Assurance Co | 3,293 | $85.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,058 | $129.9K | 0.00% | −138,999−96.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,488 | $141.0K | 0.00% | +1,226+28.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,366 | $163.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,832 | $175.5K | 0.00% | +4,846+244.0% | Added |
| Quest Partners LLC | 6,952 | $178.6K | 0.02% | +4,655+202.7% | Added |
| Caption Management, LLC | 7,600 | $195.2K | 0.02% | −2,400−24.0% | Reduced |
| Axq Capital, LP | 7,901 | $203.0K | 0.07% | +7,901 | New |
| Cambridge Investment Research Advisors, Inc. | 8,086 | $208.0K | 0.00% | +8,086 | New |
| Blueshift Asset Management, LLC | 8,122 | $208.7K | 0.06% | −10,831−57.1% | Reduced |
| Guggenheim Capital LLC | 8,186 | $210.3K | 0.00% | −6,321−43.6% | Reduced |
| Sherbrooke Park Advisers LLC | 8,720 | $224.0K | 0.10% | +8,720 | New |
| The PNC Financial Services Group, Inc. | 8,838 | $227.0K | 0.00% | +8,613+3,828.0% | Added |
| Wolverine Trading, LLC | 9,034 | $236.9K | 0.01% | −37,506−80.6% | Reduced |
| KLP Kapitalforvaltning AS | 10,500 | $269.7K | 0.00% | +3,400+47.9% | Added |
| Quadrature Capital Ltd | 10,642 | $273.2K | 0.00% | +10,642 | New |
| ProShare Advisors LLC | 11,022 | $283.2K | 0.00% | +11,022 | New |
| Sovereign Financial Group, Inc. | 11,163 | $286.8K | 0.06% | +11,163 | New |
| LPL Financial LLC | 11,527 | $296.1K | 0.00% | +597+5.5% | Added |
| Wolverine Asset Management LLC | 11,575 | $297.4K | 0.00% | −51,583−81.7% | Reduced |
| Kovack Advisors, Inc. | 11,655 | $299.4K | 0.03% | +11,655 | New |
| Scientech Research LLC | 11,775 | $302.5K | 0.07% | +11,775 | New |
| White Pine Capital LLC | 12,209 | $313.6K | 0.10% | +191+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,225 | $314.1K | 0.00% | +3,372+38.1% | Added |
| Southland Equity Partners LLC | 12,507 | $321.3K | 0.07% | +12,507 | New |
| Chung Wu Investment Group, LLC | 13,400 | $344.2K | 0.36% | +13,400 | New |
| Arizona State Retirement System | 13,922 | $357.7K | 0.00% | +886+6.8% | Added |
| Cetera Investment Advisers | 14,662 | $376.7K | 0.00% | +14,662 | New |
| Voya Investment Management LLC | 14,689 | $377.4K | 0.00% | +3,239+28.3% | Added |
| New York State Common Retirement Fund | 17,000 | $436.7K | 0.00% | +4,500+36.0% | Added |
| AQR Capital Management LLC | 18,769 | $482.2K | 0.00% | +4,077+27.7% | Added |
| Janus Henderson Group PLC | 18,800 | $482.7K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,900 | $536.9K | 0.00% | +20,900 | New |
| Truvestments Capital LLC | 22,281 | $572.4K | 0.11% | +2,672+13.6% | Added |
| Jane Street Group, LLC | 22,697 | $583.1K | 0.00% | −459,443−95.3% | Reduced |
| Dark Forest Capital Management LP | 24,519 | $629.9K | 0.03% | +24,519 | New |
| Manufacturers Life Insurance Company, The | 27,511 | $706.8K | 0.00% | +5,627+25.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 27,950 | $718.0K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 29,458 | $756.8K | 0.00% | +3,879+15.2% | Added |
| China Universal Asset Management Co., Ltd. | 30,000 | $770.7K | 0.07% | −10,000−25.0% | Reduced |
| Intech Investment Management LLC | 30,788 | $790.9K | 0.01% | −9,313−23.2% | Reduced |
| Gsa Capital Partners LLP | 30,988 | $796.0K | 0.06% | +30,988 | New |
| MetLife Investment Management | 32,146 | $825.8K | 0.00% | +7,898+32.6% | Added |
| Los Angeles Capital Management LLC | 33,135 | $851.2K | 0.00% | +33,135 | New |
| Eschler Asset Management LLP | 33,331 | $856.3K | 0.65% | +33,331 | New |
| Wells Fargo & Company | 35,793 | $919.5K | 0.00% | +5,276+17.3% | Added |
| Deutsche Bank AG | 36,292 | $932.3K | 0.00% | +3,911+12.1% | Added |
| Price T Rowe Associates Inc | 36,513 | $939.0K | 0.00% | +7,998+28.0% | Added |
| First Trust Advisors LP | 37,076 | $952.5K | 0.00% | +37,076 | New |
| Gamco Investors, Inc. Et Al | 41,500 | $1.07M | 0.01% | −6,000−12.6% | Reduced |
| Walleye Capital LLC | 44,927 | $1.15M | 0.01% | +15,345+51.9% | Added |
| FMR LLC | 46,925 | $1.21M | 0.00% | +40,433+622.8% | Added |
| Marex Group plc | 55,255 | $1.42M | 0.03% | +55,255 | New |
| California State Teachers Retirement System | 55,385 | $1.42M | 0.00% | +18,914+51.9% | Added |
| Alliancebernstein L.P. | 56,228 | $1.44M | 0.00% | +15,091+36.7% | Added |
| Nomura Holdings Inc | 59,555 | $1.53M | 0.01% | −543,931−90.1% | Reduced |
| Kornitzer Capital Management Inc | 60,295 | $1.55M | 0.03% | +60,295 | New |
| Invesco Ltd. | 60,817 | $1.56M | 0.00% | +20,261+50.0% | Added |
| Legal & General Group Plc | 64,744 | $1.66M | 0.00% | +20,563+46.5% | Added |