Applied Optoelectronics, Inc. (AAOI) Institutional Ownership

Ownership Summary

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is held by 211 institutional investors per 13F filings through December 2025.

• These investors held 71.0% of outstanding shares in December 2025, up from 64.1% in September 2025.
• They increased total shares held in Applied Optoelectronics by 26.84% from the prior quarter, while the number of investors in AAOI increased 36.13% year over year.
• Activity in AAOI broke down as 152 buyers, 46 sellers, and 13 unchanged among 211 total holders.
• The aggregate institutional position in Applied Optoelectronics amounted to 44.97Mn shares as of December 2025, up by 9.52Mn shares quarter on quarter, and up 11.57Mn shares year over year.
• BlackRock, Inc. holds the largest position in AAOI at 7.19Mn shares as of December 31, 2025, or 11.36% of shares outstanding.
• The largest buyers of Applied Optoelectronics for the quarter ending December 2025 were VANGUARD CAPITAL MANAGEMENT LLC (3.06Mn), BlackRock, Inc. (1.89Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.8Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.73Mn), Value Aligned Research Advisors, LLC (1.27Mn).
• The biggest sellers of Applied Optoelectronics for the quarter ending December 2025 included Invesco Ltd. (1.5Mn), Morgan Stanley (972.29K), BNP PARIBAS FINANCIAL MARKETS (935.84K), Goldman Sachs Group Inc (849.85K), ROYCE & ASSOCIATES LP (552.86K).
• According to Business Quant data, leading holders of AAOI for December 2025 are BlackRock, Inc. (7.19Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.06Mn), OBERWEIS ASSET MANAGEMENT INC/ (2.35Mn), JANE STREET GROUP, LLC (2.28Mn), D. E. Shaw & Co., Inc. (2.12Mn), Invesco Ltd. (2.01Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.8Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.73Mn), State Street Corp (1.64Mn), GEODE CAPITAL MANAGEMENT, LLC (1.62Mn).