Applied Optoelectronics, Inc. (AAOI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

63,329,000Shares Outstanding

45,941,696Shares held by institutions

$7,447,608,339Value of institutional holdings

72.54%Institutional ownership %

28.54%Shares Changed QoQ

211No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Applied Optoelectronics, Inc. (NASDAQ:AAOI) has 211 institutional investors with active 13F positions as of December 2025.

They owned 71.0% of outstanding stock in December 2025, up from 64.1% the prior quarter.
Their total shares held in AAOI increased 26.84% quarter over quarter, and separately, investors owning Applied Optoelectronics increased 36.13% from a year ago.
Of these 211 holders, 152 added to their stakes in Applied Optoelectronics, 46 trimmed positions, and 13 made no changes.
In total, institutional investors held 44.97Mn shares in Applied Optoelectronics as of December 2025, up by 9.52Mn shares quarter on quarter, and up 11.57Mn shares year over year.
As of December 31, 2025, Artemis Investment Management LLP held the largest stake in Applied Optoelectronics with 340.15K shares, accounting for 0.54% of total shares outstanding.
Leading buyers of Applied Optoelectronics shares for the quarter ending December 2025 were SG Americas Securities, LLC (110.66K), Assenagon Asset Management S.A. (48.76K), BLUE JEAN FINANCIAL LLC (44.04K), Oak Harvest Investment Services (37.87K), Global Trust Asset Management, LLC (31.76K).
Top sellers of AAOI stock for the quarter ending December 2025 included Artemis Investment Management LLP (432.18K), 1492 Capital Management LLC (90.85K), IFP Advisors, Inc (2.76K), CoreCap Advisors, LLC (966), Sterling Capital Management LLC (226).
Business Quant data shows the 10 biggest positions in Applied Optoelectronics as of December 2025 are held by Artemis Investment Management LLP (340.15K), SG Americas Securities, LLC (195.91K), 1492 Capital Management LLC (125.14K), Global Trust Asset Management, LLC (59.56K), Assenagon Asset Management S.A. (48.76K), BLUE JEAN FINANCIAL LLC (44.04K), Oak Harvest Investment Services (37.87K), SeaCrest Wealth Management, LLC (22.14K), Concurrent Investment Advisors, LLC (18.62K), Oliver Luxxe Assets LLC (17.93K).

211 Institutional Holders

45,941,696 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	5,306,432	454,581	9.37%	$184,982,220.00
VANGUARD GROUP INC	31 Dec, 2025	4,982,660	358,090	7.74%	$173,695,528.00
Invesco Ltd.	31 Dec, 2025	3,512,309	3,446,150	5,208.89%	$122,439,093.00
OBERWEIS ASSET MANAGEMENT INC/	31 Dec, 2025	2,039,641	151,600	8.03%	$71,101,885.00
Goldman Sachs Group Inc	31 Dec, 2025	1,934,610	271,369	16.32%	$67,440,504.00
HAWK RIDGE CAPITAL MANAGEMENT LP	31 Dec, 2025	1,700,900	875,903	106.17%	$59,293,374.00
Morgan Stanley	31 Dec, 2025	1,699,855	1,038,775	157.13%	$59,256,962.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,682,894	1,644,757	4,312.76%	$58,665,684.00
State Street Corp	31 Dec, 2025	1,606,236	165,641	11.50%	$55,993,387.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,512,902	146,639	10.73%	$52,750,249.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,366,856	1,366,856	0.00%	$47,648,600.00
Hood River Capital Management LLC	31 Dec, 2025	1,275,621	-300,002	-19.04%	$44,468,148.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	955,287	944,190	8,508.52%	$33,301,305.00
UBS Group AG	31 Dec, 2025	951,065	-40,426	-4.08%	$33,154,126.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	773,948	-62,905	-7.52%	$26,979,827.00
Artemis Investment Management LLP	31 Dec, 2025	772,324	772,324	0.00%	$26,923,215.00
EMERALD ADVISERS, LLC	31 Dec, 2025	670,577	60,932	9.99%	$23,376,314.00
CITADEL ADVISORS LLC	31 Dec, 2025	551,297	-102,477	-15.67%	$19,218,213.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	528,343	46,973	9.76%	$18,418,037.00
Northern Trust Corp	31 Dec, 2025	526,928	19,167	3.77%	$18,368,710.00

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