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.
| 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 2026
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,161 | $1.51M | 0.00% | +9,073+833.9% | Added |
| Maytus Capital Management, LLC | 10,000 | $1.48M | 0.23% | +10,000 | New |
| Quantitative Investment Management, LLC | 9,955 | $1.47M | 0.16% | +9,955 | New |
| Oak Harvest Investment Services | 9,925 | $1.47M | 0.14% | −27,947−73.8% | Reduced |
| Engineers Gate Manager LP | 9,892 | $1.47M | 0.02% | −18,999−65.8% | Reduced |
| Prudential Financial Inc | 9,830 | $1.46M | 0.00% | −13,145−57.2% | Reduced |
| Alps Advisors Inc | 9,820 | $1.45M | 0.01% | −2,852−22.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,456 | $1.40M | 0.00% | +9,456 | New |
| Caption Management, LLC | 9,200 | $1.36M | 0.05% | +6,700+268.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,111 | $1.35M | 0.00% | +9,111 | New |
| Geneos Wealth Management Inc. | 9,005 | $1.33M | 0.03% | −9,067−50.2% | Reduced |
| Advisory Services Network, LLC | 8,865 | $1.31M | 0.01% | +2,441+38.0% | Added |
| Aster Capital Management (DIFC) Ltd | 8,847 | $1.31M | 0.28% | +8,847 | New |
| Bannerstone Capital Management, LLC | 8,807 | $1.30M | 1.10% | −1,296−12.8% | Reduced |
| Lazard Asset Management LLC | 8,709 | $1.29M | 0.00% | +7,498+619.2% | Added |
| Virginia Retirement Systems Et Al | 8,400 | $1.24M | 0.01% | +8,400 | New |
| Great West Life Assurance Co | 8,111 | $1.20M | 0.00% | +1,412+21.1% | Added |
| Nokomis Capital, L.L.C. | 7,900 | $1.17M | 0.43% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,803 | $1.16M | 0.00% | +7,803 | New |
| Sphera Management Technology Funds Ltd | 7,590 | $1.12M | 0.39% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,567 | $1.12M | 0.01% | −25,243−76.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,540 | $1.12M | 0.01% | −11,083−59.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,472 | $1.11M | 0.00% | +7,472 | New |
| JustInvest LLC | 7,259 | $1.08M | 0.01% | +1,252+20.8% | Added |
| GWM Advisors LLC | 7,248 | $1.07M | 0.00% | −1,297−15.2% | Reduced |
| Kestra Advisory Services, LLC | 7,195 | $1.07M | 0.00% | +7,195 | New |
| LMR Partners LLP | 6,774 | $1.00M | 0.01% | +6,774 | New |
| Wealthfront Advisers LLC | 6,768 | $1.00M | 0.00% | +2,105+45.1% | Added |
| Jones Financial Companies LLLP | 7,280 | $987.8K | 0.00% | +5,894+425.3% | Added |
| Tower Research Capital LLC (TRC) | 6,640 | $983.8K | 0.02% | −1,227−15.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,623 | $981.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 6,512 | $964.8K | 0.00% | +6,512 | New |
| Kestra Private Wealth Services, LLC | 6,282 | $930.7K | 0.01% | +6,282 | New |
| Acadian Asset Management LLC | 6,184 | $914.0K | 0.00% | −3,549−36.5% | Reduced |
| Caxton Associates LLP | 6,088 | $902.0K | 0.02% | +1,620+36.3% | Added |
| Vident Advisory, LLC | 6,084 | $901.4K | 0.01% | −1,413−18.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,069 | $899.3K | 0.01% | +391+6.9% | Added |
| ACT Capital Management, LLC | 6,000 | $889.0K | 0.58% | −19,900−76.8% | Reduced |
| CAPROCK Group, Inc. | 5,848 | $866.4K | 0.02% | −397−6.4% | Reduced |
| Eddie Patel Inc | 5,699 | $844.3K | 0.50% | −94−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 5,786 | $838.4K | 0.01% | +5,786 | New |
| Amalgamated Bank | 5,521 | $818.0K | 0.01% | +5,521 | New |
| CoreCap Advisors, LLC | 5,513 | $816.8K | 0.02% | +1,010+22.4% | Added |
| Diametric Capital, LP | 5,468 | $810.1K | 0.09% | +5,468 | New |
| Teacher Retirement System of Texas | 5,458 | $808.7K | 0.00% | +5,458 | New |
| SJS Investment Consulting Inc. | 5,441 | $806.1K | 0.09% | +4,991+1,109.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,375 | $796.4K | 0.00% | +5,340+15,257.1% | Added |
| Kovack Advisors, Inc. | 5,717 | $794.7K | 0.04% | +357+6.7% | Added |
| Truist Financial Corp | 5,262 | $779.6K | 0.00% | +5,262 | New |
| Guggenheim Capital LLC | 5,182 | $767.8K | 0.00% | +1,889+57.4% | Added |
| Apollon Wealth Management, LLC | 5,100 | $755.6K | 0.01% | +5,100 | New |
| Captrust Financial Advisors | 5,073 | $751.6K | 0.00% | +2,327+84.7% | Added |
| Swiss Life Asset Management Ltd | 5,021 | $743.9K | 0.00% | +1,258+33.4% | Added |
| Sig Brokerage, LP | 4,985 | $738.6K | 0.12% | +4,985 | New |
| Baird Financial Group, Inc. | 4,950 | $733.4K | 0.00% | −276−5.3% | Reduced |
| Odyssean, LLC | 4,927 | $730.0K | 0.12% | −2,811−36.3% | Reduced |
| Gallo Partners, LP | 4,826 | $715.0K | 1.59% | +4,826 | New |
| Mariner, LLC | 4,616 | $683.9K | 0.00% | −1,468−24.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,553 | $674.6K | 0.01% | +4,553 | New |
| Ensign Peak Advisors, Inc | 4,550 | $674.1K | 0.00% | +750+19.7% | Added |
| Pathstone Holdings, LLC | 4,510 | $668.2K | 0.00% | −872−16.2% | Reduced |
| Element Wealth, LLC | 4,483 | $664.2K | 0.25% | +4,483 | New |
| Rockefeller Capital Management L.P. | 4,470 | $662.3K | 0.00% | +1,821+68.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,404 | $652.5K | 0.00% | +4,404 | New |
| Barclays PLC | 4,399 | $651.8K | 0.00% | −90,344−95.4% | Reduced |
| BankChampaign, National Association | 3,474 | $637.5K | 0.49% | +112+3.3% | Added |
| MetLife Investment Management | 4,289 | $635.5K | 0.00% | −31,656−88.1% | Reduced |
| Fulcrum Equity Management | 4,206 | $623.2K | 0.50% | +4,206 | New |
| StoneX Group Inc. | 4,096 | $621.5K | 0.03% | +200+5.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,188 | $620.5K | 0.01% | −12,005−74.1% | Reduced |
| Virtus Wealth Solutions LLC | 4,065 | $602.3K | 0.08% | +1,365+50.6% | Added |
| Dark Forest Capital Management LP | 4,043 | $599.0K | 0.04% | −9,043−69.1% | Reduced |
| Utah Retirement Systems | 4,025 | $596.3K | 0.01% | +4,025 | New |
| Maryland State Retirement & Pension System | 4,018 | $595.3K | 0.01% | +4,018 | New |
| Wealth Enhancement Advisory Services, LLC | 4,952 | $593.8K | 0.00% | +2,292+86.2% | Added |
| Pinebridge Investments LLC | 3,958 | $586.4K | 0.00% | +3,958 | New |
| Mercer Global Advisors Inc | 3,955 | $585.9K | 0.00% | +125+3.3% | Added |
| Walleye Capital LLC | 3,929 | $582.1K | 0.00% | +3,486+786.9% | Added |
| Vontobel Holding Ltd. | 3,881 | $575.0K | 0.00% | +3,881 | New |
| Abel Hall, LLC | 3,807 | $564.0K | 0.10% | −20−0.5% | Reduced |
| Bogart Wealth, LLC | 3,803 | $563.5K | 0.02% | +3,803 | New |
| Sanctuary Advisors, LLC | 3,737 | $553.7K | 0.00% | +3,737 | New |
| Prakash Investment Advisors LLC | 3,700 | $548.2K | 0.34% | +3,700 | New |
| Integrated Quantitative Investments LLC | 3,688 | $546.4K | 0.09% | +3,688 | New |
| Picton Mahoney Asset Management | 3,672 | $544.0K | 0.01% | −76,408−95.4% | Reduced |
| Silverleafe Capital Partners, LLC | 3,637 | $538.9K | 0.15% | +429+13.4% | Added |
| Jeppson Wealth Management, LLC | 3,606 | $534.3K | 0.16% | +2+0.1% | Added |
| SIH Partners, LLLP | 3,594 | $532.5K | 0.02% | −2,098−36.9% | Reduced |
| Centiva Capital, LP | 3,593 | $532.3K | 0.02% | −508−12.4% | Reduced |
| M&T Bank Corp | 3,542 | $524.8K | 0.00% | +3,542 | New |
| J. Safra Sarasin Holding AG | 3,522 | $522.0K | 0.01% | +3,522 | New |
| Brown Wealth Management, LLC | 3,505 | $519.3K | 0.12% | −1,654−32.1% | Reduced |
| Cerity Partners LLC | 3,470 | $514.1K | 0.00% | −125−3.5% | Reduced |
| Jennison Associates LLC | 3,417 | $506.3K | 0.00% | −1,727−33.6% | Reduced |
| Bosman Wealth Management, LLC | 3,412 | $505.5K | 0.31% | +3,412 | New |
| Brookstone Capital Management | 3,368 | $499.0K | 0.01% | −3,023−47.3% | Reduced |
| CSS LLC | 3,328 | $493.1K | 0.02% | +200+6.4% | Added |
| Avanda Investment Management Pte. Ltd. | 3,200 | $474.1K | 0.64% | +3,200 | New |
| GTS Securities LLC | 3,177 | $470.7K | 0.01% | +3,177 | New |
| Wedbush Securities Inc | 3,138 | $465.0K | 0.01% | +3,138 | New |