AAOI Institutional Ownership & Shareholders
APPLIED OPTOELECTRONICS INC (AAOI) is currently held by 466 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AAOI tracked by InsiderSet, reporting ownership valued at approximately $955.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $445.39M, representing an estimated loss of -53.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed AAOI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Invesco Ltd., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in APPLIED OPTOELECTRONICS INC (AAOI).
This page ranks the largest institutional AAOI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
466
Total Reported Value
$7.42B
Largest Holder
Blackrock, Inc.
Largest Position
$955.67M
Insider Transactions (90d)
28
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 6,450,270 | $955,672,005 | $445,391,144 | -$510,280,862 | -53.39% | |
| Invesco Ltd. | 0.04% | 3,414,262 | $505,857,057 | $235,754,791 | -$270,102,266 | -53.39% | |
| Vanguard Capital Management Llc | 0.01% | 3,363,001 | $498,262,228 | $232,215,219 | -$266,047,009 | -53.39% | |
| Marex Group Plc | 3.56% | 2,830,272 | $419,333,100 | $195,430,282 | -$223,902,818 | -53.39% | |
| Vanguard Portfolio Management Llc | 0.02% | 2,651,718 | $392,878,539 | $183,101,128 | -$209,777,411 | -53.39% | |
| Ubs Group Ag | 0.05% | 2,111,464 | $312,834,506 | $145,796,589 | -$167,037,917 | -53.39% | |
| Oberweis Asset Management Inc/ | 5.48% | 1,791,127 | $265,373,376 | $123,677,319 | -$141,696,057 | -53.39% | |
| Geode Capital Management, Llc | 0.01% | 1,670,936 | $247,619,639 | $115,378,131 | -$132,241,508 | -53.41% | |
| Value Aligned Research Advisors, Llc | 1.41% | 1,595,124 | $236,333,572 | $110,143,312 | -$126,190,260 | -53.39% | |
| Goldman Sachs Group Inc | 0.02% | 1,586,453 | $235,048,926 | $109,544,580 | -$125,504,346 | -53.39% | |
| State Street Corp | 0.01% | 1,497,617 | $221,890,900 | $103,410,454 | -$118,480,446 | -53.40% | |
| Hood River Capital Management Llc | 1.50% | 1,392,510 | $206,314,282 | $96,152,816 | -$110,161,467 | -53.39% | |
| Clear Street Group Inc. | 0.58% | 1,231,143 | $182,406,147 | $85,010,424 | -$97,395,723 | -53.39% | |
| Morgan Stanley | 0.01% | 1,115,138 | $165,218,968 | $77,000,279 | -$88,218,689 | -53.40% | |
| Jpmorgan Chase & Co | 0.01% | 1,068,246 | $160,877,480 | $73,762,386 | -$87,115,094 | -54.15% | |
| Frontier Capital Management Co Llc | 1.35% | 975,318 | $144,503,042 | $67,345,708 | -$77,157,334 | -53.39% | |
| Susquehanna International Group, Llp | 0.09% | 648,986 | $96,153,766 | $44,812,483 | -$51,341,283 | -53.39% | |
| Jane Street Group, Llc | 0.05% | 563,557 | $83,496,605 | $38,913,611 | -$44,582,994 | -53.39% | |
| William Blair Investment Management, Llc | 0.22% | 504,202 | $74,702,568 | $34,815,148 | -$39,887,420 | -53.39% | |
| Vanguard Fiduciary Trust Co | 0.02% | 488,922 | $72,438,684 | $33,760,064 | -$38,678,620 | -53.39% | |
| Charles Schwab Investment Management Inc | 0.01% | 476,027 | $70,528,160 | $32,869,664 | -$37,658,496 | -53.39% | |
| Northern Trust Corp | 0.01% | 417,720 | $61,889,394 | $28,843,566 | -$33,045,828 | -53.39% | |
| Gilder Gagnon Howe & Co Llc | 0.52% | 343,014 | $50,820,954 | $23,685,117 | -$27,135,837 | -53.39% | |
| Dimensional Fund Advisors Lp | 0.01% | 309,932 | $45,919,526 | $21,400,805 | -$24,518,721 | -53.39% | |
| Focus Partners Wealth | 0.04% | 286,179 | $42,400,291 | $19,760,660 | -$22,639,631 | -53.39% | |
| Steward Partners Investment Advisory, Llc | 0.20% | 270,751 | $40,114,468 | $18,695,357 | -$21,419,111 | -53.39% | |
| Bnp Paribas Financial Markets | 0.02% | 252,013 | $37,338,246 | $17,401,498 | -$19,936,748 | -53.39% | |
| Westfield Capital Management Co Lp | 0.12% | 249,553 | $36,973,772 | $17,231,635 | -$19,742,137 | -53.39% | |
| Wellington Management Group Llp | 0.01% | 244,081 | $36,163,041 | $16,853,793 | -$19,309,248 | -53.39% | |
| Victory Capital Management Inc | 0.02% | 243,197 | $36,032,068 | $16,792,753 | -$19,239,315 | -53.39% | |
| Bank Of America Corp | 0.00% | 227,539 | $33,712,178 | $15,711,568 | -$18,000,610 | -53.39% | |
| Imc-Chicago, Llc | 0.30% | 223,442 | $33,105,167 | $15,428,670 | -$17,676,497 | -53.39% | |
| Bank Of New York Mellon Corp | 0.01% | 219,812 | $32,567,387 | $15,178,019 | -$17,389,368 | -53.40% | |
| Emerald Advisers, Llc | 0.74% | 211,574 | $31,346,804 | $14,609,185 | -$16,737,619 | -53.39% | |
| Ameriprise Financial Inc | 0.01% | 211,480 | $31,333,344 | $14,602,694 | -$16,730,650 | -53.40% | |
| Capula Management Ltd | 0.13% | 190,749 | $28,261,372 | $13,171,218 | -$15,090,154 | -53.39% | |
| Canada Pension Plan Investment Board | 0.02% | 188,500 | $27,928,160 | $13,015,925 | -$14,912,235 | -53.39% | |
| Marshall Wace, Llp | 0.02% | 181,389 | $26,874,594 | $12,524,910 | -$14,349,684 | -53.39% | |
| Nuveen, Llc | 0.01% | 181,377 | $26,872,816 | $12,524,082 | -$14,348,734 | -53.39% | |
| Balyasny Asset Management L.P. | 0.05% | 175,683 | $26,029,193 | $12,130,911 | -$13,898,282 | -53.39% | |
| Raymond James Financial Inc | 0.01% | 170,517 | $25,263,799 | $11,774,199 | -$13,489,600 | -53.39% | |
| Voya Investment Management Llc | 0.02% | 162,017 | $24,004,439 | $11,187,274 | -$12,817,165 | -53.39% | |
| Weiss Asset Management Lp | 0.25% | 151,868 | $22,500,763 | $10,486,485 | -$12,014,278 | -53.39% | |
| Swiss National Bank | 0.01% | 148,000 | $21,927,680 | $10,219,400 | -$11,708,280 | -53.39% | |
| Jain Global Llc | 0.25% | 145,938 | $21,622,174 | $10,077,019 | -$11,545,155 | -53.39% | |
| Kennedy Capital Management Llc | 0.38% | 143,000 | $21,186,880 | $9,874,150 | -$11,312,730 | -53.39% | |
| Driehaus Capital Management Llc | 0.12% | 139,416 | $20,655,875 | $9,626,675 | -$11,029,200 | -53.39% | |
| Emerald Mutual Fund Advisers Trust | 0.71% | 136,959 | $20,291,845 | $9,457,019 | -$10,834,826 | -53.39% | |
| Norges Bank | 0.00% | 131,200 | $19,438,592 | $9,059,360 | -$10,379,232 | -53.39% | |
| Shellback Capital, Lp | 1.70% | 131,004 | $19,409,553 | $9,045,826 | -$10,363,727 | -53.39% |
Frequently asked questions about AAOI
Who are the largest institutional holders of AAOI?
The largest institutional holders of AAOI reported in the latest SEC Form 13F filings include Blackrock, Inc., Invesco Ltd., Vanguard Capital Management Llc, Marex Group Plc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported AAOI position.
What is AAOI institutional ownership?
This page tracks AAOI positions reported by institutional investment managers through SEC Form 13F. APPLIED OPTOELECTRONICS INC (AAOI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAOI?
InsiderSet currently tracks 466 institutional managers reporting AAOI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AAOI shareholders.
How much AAOI stock do institutions own?
Institutional investment managers disclosed approximately $7.42B in AAOI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAOI institutional ownership last updated?
The latest AAOI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AAOI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AAOI position after the reporting date.
Are institutions buying or selling AAOI?
Institutional buying and selling can be analyzed by comparing AAOI positions across consecutive 13F reporting periods. InsiderSet's AAOI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAOI ownership changes.
How has AAOI institutional ownership changed over time?
InsiderSet tracks AAOI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.