AAOI Applied Optoelectronics, Inc.

NASDAQ
$124.82

Applied Optoelectronics, Inc. (AAOI) Institutional Ownership

What the institutions did with AAOI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
536
filed a 13F this quarter
Managers holding
473
+105 on the quarter
Buyers
304
168 opened new
Sellers
206
63 sold out entirely
Buyer share
59.6%
of managers who traded it
Breadth
+19.2
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 6.5M 12.6%
Invesco Ltd. 3.4M 6.7%
VANGUARD CAPITAL MANAGEMENT LLC 3.4M 6.6%
Marex Group Ltd 2.8M 5.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 2.7M 5.2%
UBS Group AG 2.1M 4.1%
OBERWEIS ASSET MANAGEMENT INC/ 1.8M 3.5%
GEODE CAPITAL MANAGEMENT, LLC 1.7M 3.3%
Value Aligned Research Advisors, LLC 1.6M 3.1%
GOLDMAN SACHS GROUP INC 1.6M 3.1%
STATE STREET CORP 1.5M 2.9%
Hood River Capital Management LLC 1.4M 2.7%
Clear Street Group Inc. 1.2M 2.4%
MORGAN STANLEY 1.1M 2.2%
JPMORGAN CHASE & CO 1.1M 2.1%
FRONTIER CAPITAL MANAGEMENT CO LLC 975.3K 1.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 649.0K 1.3%
JANE STREET GROUP, LLC 563.6K 1.1%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 504.2K 1.0%
VANGUARD FIDUCIARY TRUST CO 488.9K 1.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 476.0K 0.9%
NORTHERN TRUST CORP 417.7K 0.8%
Capula Management Ltd 380.7K 0.7%
GILDER GAGNON HOWE & CO LLC 343.0K 0.7%
DIMENSIONAL FUND ADVISORS LP 309.9K 0.6%

Largest changes

Manager Action Previous Current Change
Marex Group Ltd Increased 289.2K 2.8M +2.5M
D. E. Shaw & Co., Inc. Reduced 2.1M 41.1K -2.1M
JANE STREET GROUP, LLC Reduced 2.3M 563.6K -1.7M
PRICE T ROWE ASSOCIATES INC /MD/ Reduced 1.7M 110.9K -1.6M
Invesco Ltd. Increased 2.0M 3.4M +1.4M
Clear Street Group Inc. New 0 1.2M +1.2M
UBS Group AG Increased 970.7K 2.1M +1.1M
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 1.8M 2.7M +849.8K
BlackRock, Inc. Reduced 7.2M 6.5M -742.1K
FRONTIER CAPITAL MANAGEMENT CO LLC Increased 284.1K 975.3K +691.2K
T. Rowe Price Investment Management, Inc. Reduced 643.1K 59.1K -584.1K
RENAISSANCE TECHNOLOGIES LLC Sold Out 565.3K 0 -565.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 87.0K 649.0K +562.0K
OBERWEIS ASSET MANAGEMENT INC/ Reduced 2.3M 1.8M -558.8K
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC New 0 504.2K +504.2K
GOLDMAN SACHS GROUP INC Increased 1.1M 1.6M +501.7K
RAYMOND JAMES FINANCIAL INC Reduced 733.7K 235.1K -498.6K
Driehaus Capital Management LLC Reduced 632.3K 139.4K -492.9K
MORGAN STANLEY Increased 727.6K 1.1M +387.6K
TUDOR INVESTMENT CORP ET AL Reduced 442.8K 60.7K -382.1K
Squarepoint Ops LLC Reduced 495.8K 114.4K -381.4K
Capula Management Ltd New 0 380.7K +380.7K
CITADEL ADVISORS LLC Reduced 421.0K 72.8K -348.2K
Artemis Investment Management LLP Sold Out 340.1K 0 -340.1K
Value Aligned Research Advisors, LLC Increased 1.3M 1.6M +327.2K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.