Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AAOI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.5M | $955.7M | -10.3% | 8.038% | 0.01% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.0M | $895.2M | +46.6% | 7.530% | 0.07% |
| 3 | Marex Group Ltd | 5.7M | $846.0M | +1874.7% | 7.116% | 3.59% |
| 4 | JANE STREET GROUP, LLC | 4.8M | $711.3M | -14.1% | 5.983% | 0.06% |
| 5 | Invesco Ltd. | 3.4M | $505.9M | +69.5% | 4.255% | 0.04% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $498.3M | +9.8% | 4.191% | 0.01% |
| 7 | CITADEL ADVISORS LLC | 2.9M | $429.5M | +16.4% | 3.613% | 0.02% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | $392.9M | +47.2% | 3.305% | 0.02% |
| 9 | UBS Group AG | 2.1M | $315.5M | +105.0% | 2.654% | 0.04% |
| 10 | OBERWEIS ASSET MANAGEMENT INC/ | 1.8M | $265.4M | -23.8% | 2.232% | 5.48% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $247.6M | +3.1% | 2.082% | 0.01% |
| 12 | Value Aligned Research Advisors, LLC | 1.6M | $240.1M | +25.3% | 2.020% | 0.60% |
| 13 | GOLDMAN SACHS GROUP INC | 1.6M | $235.0M | +46.3% | 1.977% | 0.02% |
| 14 | STATE STREET CORP | 1.5M | $221.9M | -8.9% | 1.866% | 0.00% |
| 15 | Hood River Capital Management LLC | 1.4M | $206.3M | +9.2% | 1.735% | 1.50% |
| 16 | Clear Street Group Inc. | 1.2M | $182.4M | β | 1.534% | 0.46% |
| 17 | MORGAN STANLEY | 1.1M | $165.2M | +53.3% | 1.390% | 0.01% |
| 18 | JPMORGAN CHASE & CO | 1.1M | $160.9M | -3.9% | 1.331% | 0.01% |
| 19 | FRONTIER CAPITAL MANAGEMENT CO LLC | 975K | $144.5M | +243.3% | 1.216% | 1.35% |
| 20 | Capula Management Ltd | 761K | $112.7M | β | 0.948% | 0.40% |
| 21 | D. E. Shaw & Co., Inc. | 695K | $103.0M | -73.6% | 0.866% | 0.05% |
| 22 | Walleye Trading LLC | 625K | $92.6M | -8.3% | 0.779% | 0.11% |
| 23 | CITIGROUP INC | 511K | $75.7M | +62.4% | 0.637% | 0.03% |
| 24 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 504K | $74.7M | β | 0.628% | 0.22% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 489K | $72.4M | +9.2% | 0.609% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AAOI β a direct measure of their conviction.
Filings activity in AAOI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 485 | +27% | 87.52% | +0.58 pp | $10.33B | +96% |
| Q1 2026 | 382 | +71% | 86.94% | +6.63 pp | $5.27B | +176% |
| Q4 2025 | 223 | +22% | 80.31% | +4.23 pp | $1.91B | +51% |
| Q3 2025 | 183 | +26% | 76.08% | +15.98 pp | $1.27B | +41% |
| Q2 2025 | 145 | +2.1% | 60.10% | 0.91 pp | $901M | +92% |
| Q1 2025 | 142 | 8.4% | 61.01% | 7.09 pp | $470M | 58% |
| Q4 2024 | 155 | +12% | 68.10% | 3.27 pp | $1.13B | +162% |
| Q3 2024 | 139 | β | 71.37% | β | $430M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AAOI stock.
Based on Q2 2026 13F filings, institutional ownership of Applied Optoelectronics, Inc. stands at 87.5%, held across 485 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AAOI, with approximately 6,450,270 shares worth $0.96B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of AAOI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AAOI is 81 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
161 institutions opened new positions in AAOI during Q2 2026, while 65 fully exited. 239 added to existing positions and 68 trimmed.
AAOI institutional ownership rose by 0.58 percentage points quarter-over-quarter, with a net change of +103 holders.
The top 10 institutions account for 56.3% of all reported 13F value in AAOI, and the top 25 account for 78.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Applied Optoelectronics, Inc. (AAOI) Institutional Ownership