APPLIED OPTOELECTRONICS INC (AAOI) Institutional Shareholders
APPLIED OPTOELECTRONICS INC (AAOI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.69B in AAOI holdings during the latest filing period.
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 $874.85M, representing an estimated loss of -8.46% 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., Vanguard Capital Management Llc, State Street Corp, 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
422
Total Reported Value
$4.69B
Largest Holder
Blackrock, Inc.
Largest Position
$955.67M
Insider Transactions (90d)
49
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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 | $874,850,120 | -$80,821,885 | -8.46% | |
| Vanguard Capital Management Llc | 0.01% | 3,061,522 | $258,974,146 | $415,234,229 | +$156,260,083 | +60.34% | |
| State Street Corp | 0.01% | 1,497,617 | $221,890,900 | $203,121,794 | -$18,769,106 | -8.46% | |
| Oberweis Asset Management Inc/ | 5.87% | 2,349,969 | $198,783,878 | $318,726,295 | +$119,942,417 | +60.34% | |
| Jane Street Group, Llc | 0.21% | 2,279,318 | $192,807,509 | $309,143,900 | +$116,336,391 | +60.34% | |
| D. E. Shaw & Co., Inc. | 0.14% | 2,117,157 | $179,090,311 | $287,150,004 | +$108,059,693 | +60.34% | |
| Invesco Ltd. | 0.03% | 2,014,405 | $170,398,519 | $273,213,750 | +$102,815,231 | +60.34% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,801,883 | $152,421,283 | $244,389,391 | +$91,968,108 | +60.34% | |
| Geode Capital Management, Llc | 0.01% | 1,621,305 | $137,173,633 | $219,897,597 | +$82,723,964 | +60.31% | |
| Hood River Capital Management Llc | 1.08% | 1,275,519 | $107,896,152 | $172,998,642 | +$65,102,490 | +60.34% | |
| Value Aligned Research Advisors, Llc | 1.27% | 1,267,938 | $107,254,875 | $171,970,431 | +$64,715,556 | +60.34% | |
| Goldman Sachs Group Inc | 0.01% | 1,084,764 | $91,760,188 | $147,126,541 | +$55,366,353 | +60.34% | |
| Ubs Group Ag | 0.01% | 970,744 | $82,115,234 | $131,662,009 | +$49,546,775 | +60.34% | |
| Morgan Stanley | 0.00% | 727,566 | $61,544,867 | $98,679,777 | +$37,134,910 | +60.34% | |
| Driehaus Capital Management Llc | 0.39% | 632,337 | $53,489,387 | $85,763,867 | +$32,274,480 | +60.34% | |
| Raymond James Financial Inc | 0.02% | 629,954 | $53,350,055 | $85,440,661 | +$32,090,606 | +60.15% | |
| Northern Trust Corp | 0.01% | 583,494 | $49,357,757 | $79,139,291 | +$29,781,534 | +60.34% | |
| Renaissance Technologies LLC | Jim Simons | 0.07% | 565,279 | $47,816,951 | $76,668,791 | +$28,851,840 | +60.34% |
| Charles Schwab Investment Management Inc | 0.01% | 532,228 | $45,021,167 | $72,186,084 | +$27,164,917 | +60.34% | |
| Neuberger Berman Group Llc | 0.03% | 517,341 | $44,039,327 | $70,166,960 | +$26,127,633 | +59.33% | |
| Squarepoint Ops Llc | 0.09% | 495,798 | $41,939,553 | $67,245,083 | +$25,305,530 | +60.34% | |
| Balyasny Asset Management L.P. | 0.08% | 468,870 | $39,661,713 | $63,592,838 | +$23,931,125 | +60.34% | |
| Gilder Gagnon Howe & Co Llc | 0.46% | 455,375 | $38,520,171 | $61,762,511 | +$23,242,340 | +60.34% | |
| Vanguard Fiduciary Trust Co | 0.01% | 447,682 | $37,869,420 | $60,719,110 | +$22,849,690 | +60.34% | |
| Tudor Investment Corp Et Al | 0.20% | 442,781 | $37,454,845 | $60,054,387 | +$22,599,542 | +60.34% | |
| Victory Capital Management Inc | 0.02% | 243,197 | $36,032,068 | $32,984,809 | -$3,047,259 | -8.46% | |
| Citadel Advisors Llc | 0.03% | 421,003 | $35,612,644 | $57,100,637 | +$21,487,993 | +60.34% | |
| Imc-Chicago, Llc | 0.30% | 223,442 | $33,105,167 | $30,305,438 | -$2,799,729 | -8.46% | |
| Bank Of New York Mellon Corp | 0.01% | 219,812 | $32,567,387 | $29,813,102 | -$2,754,285 | -8.46% | |
| Nuveen, Llc | 0.01% | 382,371 | $32,344,763 | $51,860,979 | +$19,516,216 | +60.34% | |
| Focus Partners Wealth | 0.04% | 379,062 | $32,064,861 | $51,412,179 | +$19,347,318 | +60.34% | |
| Emerald Advisers, Llc | 0.74% | 211,574 | $31,346,804 | $28,695,782 | -$2,651,022 | -8.46% | |
| Two Sigma Investments, Lp | 0.02% | 341,182 | $28,860,585 | $46,274,515 | +$17,413,930 | +60.34% | |
| Next Century Growth Investors Llc | 1.97% | 320,731 | $27,130,635 | $43,500,746 | +$16,370,111 | +60.34% | |
| Dimensional Fund Advisors Lp | 0.01% | 309,894 | $26,213,933 | $42,030,923 | +$15,816,990 | +60.34% | |
| Marex Group Plc | 0.28% | 289,167 | $24,460,636 | $39,219,720 | +$14,759,084 | +60.34% | |
| Frontier Capital Management Co Llc | 0.25% | 284,146 | $24,035,910 | $38,538,722 | +$14,502,812 | +60.34% | |
| Kennedy Capital Management Llc | 0.50% | 279,144 | $23,612,791 | $37,860,301 | +$14,247,510 | +60.34% | |
| Ameriprise Financial Inc | 0.01% | 274,123 | $23,188,065 | $37,179,302 | +$13,991,237 | +60.34% | |
| Steward Partners Investment Advisory, Llc | 0.12% | 271,989 | $23,007,550 | $36,889,868 | +$13,882,318 | +60.34% | |
| Unicom Systems, Inc. | 1.47% | 152,483 | $22,591,881 | $20,681,269 | -$1,910,612 | -8.46% | |
| Point72 Asset Management, L.P. | 0.04% | 265,543 | $22,462,282 | $36,015,597 | +$13,553,315 | +60.34% | |
| Wellington Management Group Llp | 0.00% | 257,708 | $21,799,521 | $34,952,936 | +$13,153,415 | +60.34% | |
| Bank Of America Corp | 0.00% | 240,886 | $20,376,546 | $32,671,368 | +$12,294,822 | +60.34% | |
| Voya Investment Management Llc | 0.02% | 240,710 | $20,361,659 | $32,647,497 | +$12,285,838 | +60.34% | |
| Emerald Mutual Fund Advisers Trust | 0.71% | 136,959 | $20,291,845 | $18,575,749 | -$1,716,096 | -8.46% | |
| Bridgewater Associates, Lp | 0.08% | 223,935 | $18,942,662 | $30,372,304 | +$11,429,642 | +60.34% | |
| Royce & Associates Lp | 0.18% | 221,084 | $18,701,496 | $29,985,623 | +$11,284,127 | +60.34% | |
| First Trust Advisors Lp | 0.01% | 216,265 | $18,293,856 | $29,332,022 | +$11,038,166 | +60.34% | |
| Marshall Wace, Llp | 0.02% | 179,422 | $15,177,307 | $24,335,006 | +$9,157,699 | +60.34% |
Frequently asked questions about AAOI
Who owns the most AAOI stock?
The largest holders of AAOI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APPLIED OPTOELECTRONICS INC (AAOI).
Is AAOI widely held by superinvestors?
Many widely followed stocks like AAOI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AAOI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.