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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 2026

Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2026. 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
483
+113 vs. Q1 2026
Shares held
51.0M
−1.99M (−3.8%) vs. Q1 2026
Total value
$7.56B
+$3.08B (+68.7%) vs. Q1 2026
New holders
176
137 more added
Sold out
63
144 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 483 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 2026: $7.56B
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 2026

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2026.

Institutions holding AAOI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Planning Group LLC1$1110.00%+1New
Ronald Blue Trust, Inc.1$1480.00%+1New
Kilter Group LLC1$1490.00%00.0%Unchanged
Manchester Capital Management LLC1$1490.00%+1New
Hughes Financial Services, LLC2$2960.00%+1+100.0%Added
TD Private Client Wealth LLC4$5930.00%+4New
Cedar Mountain Advisors, LLC4$5930.00%+4New
Financial Consulate, Inc5$7410.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.5$7410.00%+5New
South State Corp.8$1.19K0.00%+8New
Umb Bank N A9$1.33K0.00%+9New
True Wealth Design, LLC9$1.33K0.00%−9−50.0%Reduced
Berkshire Capital Holdings Inc10$1.48K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC10$1.48K0.00%+3+42.9%Added
Spire Wealth Management11$1.63K0.00%+11New
Armstrong Advisory Group, Inc12$1.78K0.00%00.0%Unchanged
Assetmark, Inc12$1.78K0.00%+12New
Bessemer Group Inc11$2.00K0.00%+11New
Quarry LP14$2.07K0.00%+7+100.0%Added
Focused Wealth Management, Inc14$2.07K0.00%+14New
Cromwell Holdings LLC14$2.07K0.00%+14New
Essential Partners LLC17$2.52K0.00%+13+325.0%Added
Massmutual Trust Co FSB17$2.52K0.00%+15+750.0%Added
Silver Grove Financial Group, Inc.19$2.81K0.00%+19New
Capital Advisors, Ltd. LLC20$3.00K0.00%00.0%Unchanged
Avion Wealth24$3.00K0.00%−6−20.0%Reduced
Gill Capital Partners, LLC25$3.70K0.00%00.0%Unchanged
Princeton Global Asset Management LLC25$3.70K0.00%00.0%Unchanged
Bare Financial Services, Inc25$3.70K0.00%00.0%Unchanged
Clearstead Advisors, LLC37$5.48K0.00%+37New
UMA Financial Services, Inc.47$6.96K0.00%+9+23.7%Added
Covestor Ltd46$7.00K0.00%+42+1,050.0%Added
WPG Advisers, LLC48$7.11K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)50$7.41K0.01%00.0%Unchanged
SHP Wealth Management50$7.41K0.00%+50New
Glen Eagle Advisors, LLC50$7.41K0.00%+50New
Northwestern Mutual Wealth Management Co51$7.56K0.00%+51New
Rialto Wealth Management, LLC51$7.56K0.00%00.0%Unchanged
LRI Investments, LLC52$7.70K0.00%−12−18.8%Reduced
Vanguard National Trust Co52$7.70K0.00%00.0%Unchanged
Activest Wealth Management53$7.85K0.00%+53New
MCF Advisors LLC55$8.15K0.00%−339−86.0%Reduced
Carolina Wealth Advisors, LLC60$8.89K0.00%+25+71.4%Added
Fortitude Family Office, LLC66$9.78K0.00%+7+11.9%Added
Private Trust Co NA66$9.78K0.00%+66New
Archer Investment Corp75$11.1K0.00%−100−57.1%Reduced
Positano Wealth Management Ltd80$11.9K0.01%+80New
Rothschild Investment LLC85$12.6K0.00%−35−29.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.88$13.0K0.00%−30,923−99.7%Reduced
NVWM, LLC100$14.8K0.00%+60+150.0%Added
Atlantic Edge Private Wealth Management, LLC100$14.8K0.00%+100New
National Bank of Canada103$15.2K0.00%+103New
Parkside Financial Bank & Trust110$16.3K0.00%+5+4.8%Added
Westfuller Advisors, LLC111$16.4K0.01%00.0%Unchanged
Atomic Invest LLC116$17.4K0.00%+116New
Versant Capital Management, Inc120$17.8K0.00%−13−9.8%Reduced
Advocate Investing Services LLC125$18.5K0.01%00.0%Unchanged
Synergy Investment Management, LLC142$21.0K0.01%00.0%Unchanged
Legacy Bridge, LLC150$22.2K0.01%00.0%Unchanged
Quent Capital, LLC156$23.1K0.00%+156New
V-Square Quantitative Management LLC165$24.4K0.00%+165New
Hilton Head Capital Partners, LLC178$26.4K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.201$27.9K0.00%−2,299−92.0%Reduced
Smartleaf Asset Management LLC240$36.0K0.00%00.0%Unchanged
Stone House Investment Management, LLC245$36.3K0.00%+240+4,800.0%Added
Nemes Rush Group LLC250$37.0K0.00%+250New
EFG International AG300$44.4K0.00%−100−25.0%Reduced
Blue Bell Private Wealth Management, LLC304$45.0K0.01%−45−12.9%Reduced
Persistent Asset Partners Ltd318$47.1K0.01%+318New
Action Point Financial Planning, LLC326$48.2K0.00%+326New
SOA Wealth Advisors, LLC.325$48.2K0.01%+325New
EverSource Wealth Advisors, LLC333$49.3K0.00%+258+344.0%Added
AlphaCentric Advisors LLC337$49.9K0.04%+337New
Newbridge Financial Services Group, Inc.400$59.3K0.01%−600−60.0%Reduced
Strive Financial Group ,LLC406$60.2K0.03%+36+9.7%Added
Simplex Trading, LLC419$62.1K0.00%−39,484−98.9%Reduced
Tema ETFs LLC421$62.4K0.00%+421New
Sterling Capital Management LLC509$75.4K0.00%−284−35.8%Reduced
OP Asset Management Ltd549$81.3K0.00%+549New
Compagnie Lombard Odier SCmA550$81.5K0.00%+20+3.8%Added
Larson Financial Group LLC569$84.3K0.00%−291−33.8%Reduced
Allworth Financial LP596$88.3K0.00%+243+68.8%Added
RiverPark Advisors, LLC640$94.8K0.04%−532−45.4%Reduced
Signaturefd, LLC666$98.7K0.00%+151+29.3%Added
Global Retirement Partners, LLC668$99.0K0.00%+668New
Farther Finance Advisors, LLC717$106.4K0.00%+61+9.3%Added
Vestor Capital, LLC850$112.0K0.01%+850New
Institute for Wealth Management, LLC.831$123.1K0.01%+831New
Pinnacle Wealth Planning Services, Inc.893$132.3K0.01%+191+27.2%Added
Silver Oak Securities, Inc992$147.0K0.01%+992New
Albion Financial Group1,000$148.2K0.01%00.0%Unchanged
IFP Advisors, Inc1,302$192.9K0.00%−821−38.7%Reduced
MAI Capital Management1,368$202.7K0.00%+1,063+348.5%Added
Penserra Capital Management LLC1,400$207.0K0.00%−1,135−44.8%Reduced
Virtus ETF Advisers LLC1,403$207.9K0.08%+1,403New
Perigon Wealth Management, LLC1,404$208.0K0.00%+1,404New
DSM Capital Partners LLC1,415$209.6K0.00%+1,415New
Optiver Holding B.V.1,416$209.8K0.00%+1,416New
Interchange Capital Partners, LLC1,421$210.5K0.04%+1,421New
Essex LLC1,468$217.5K0.03%+1,468New