Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AOSL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.9M | $86.5M | -0.1% | 13.046% | 0.00% |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.6M | $34.9M | -3.3% | 5.261% | 0.03% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $34.7M | -1.3% | 5.225% | 0.01% |
| 4 | STATE STREET CORP | 1.4M | $31.1M | -4.9% | 4.683% | 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $25.9M | — | 3.906% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $23.3M | — | 3.512% | 0.00% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 695K | $15.4M | -32.3% | 2.321% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 629K | $13.9M | +2.9% | 2.100% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 553K | $12.3M | +98.8% | 1.848% | 0.01% |
| 10 | FMR LLC | 545K | $12.1M | +5.8% | 1.820% | 0.00% |
| 11 | WEBER CAPITAL MANAGEMENT LLC /ADV | 542K | $12.0M | -0.9% | 1.812% | 12.00% |
| 12 | ROYCE & ASSOCIATES LP | 518K | $11.5M | +9.3% | 1.731% | 0.11% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 420K | $9.3M | +6.8% | 1.405% | 0.00% |
| 14 | Invesco Ltd. | 376K | $8.3M | -1.6% | 1.256% | 0.00% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 354K | $7.8M | +183.7% | 1.183% | 0.03% |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 337K | $7.5M | +64.6% | 1.125% | 0.02% |
| 17 | D. E. Shaw & Co., Inc. | 280K | $6.2M | +74.1% | 0.934% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 268K | $5.9M | -40.1% | 0.894% | 0.00% |
| 19 | NORTHERN TRUST CORP | 247K | $5.5M | +4.6% | 0.825% | 0.00% |
| 20 | MILLENNIUM MANAGEMENT LLC | 198K | $4.4M | +229.7% | 0.661% | 0.00% |
| 21 | MORGAN STANLEY | 197K | $4.4M | -13.7% | 0.658% | 0.00% |
| 22 | UBS Group AG | 189K | $4.2M | -13.1% | 0.631% | 0.00% |
| 23 | Trexquant Investment LP | 174K | $3.9M | +14.8% | 0.582% | 0.04% |
| 24 | GAGNON SECURITIES LLC | 168K | $3.7M | -22.1% | 0.561% | 0.86% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 163K | $3.6M | — | 0.544% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AOSL — a direct measure of their conviction.
Filings activity in AOSL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 175 | +4.2% | 35.01% | +2.54 pp | $474M | +7.8% |
| Q4 2025 | 168 | 7.2% | 32.47% | 12.65 pp | $439M | 28% |
| Q3 2025 | 181 | +12% | 45.12% | +4.88 pp | $611M | +12% |
| Q2 2025 | 161 | +4.5% | 40.24% | 1.36 pp | $545M | 3.3% |
| Q1 2025 | 154 | 12% | 41.60% | 14.17 pp | $563M | 25% |
| Q4 2024 | 175 | +2.3% | 55.77% | +2.46 pp | $755M | +4.6% |
| Q3 2024 | 171 | +3.6% | 53.31% | +0.89 pp | $721M | +1.7% |
| Q2 2024 | 165 | — | 52.42% | — | $709M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AOSL stock.
Based on Q1 2026 13F filings, institutional ownership of Alpha and Omega Semiconductor Limited stands at 35.0%, held across 175 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AOSL, with approximately 3,904,776 shares worth $0.09B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AOSL, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AOSL is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in AOSL during Q1 2026, while 23 fully exited. 112 added to existing positions and 31 trimmed.
AOSL institutional ownership rose by 2.54 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 61.2% of all reported 13F value in AOSL, and the top 25 account for 81.9%.
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.