Applied Optoelectronics Ownership | Who Owns Applied Optoelectronics?


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Applied Optoelectronics Ownership Summary


Applied Optoelectronics is owned by 68.10% institutional investors, 9.87% insiders, and 22.04% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.49% of AAOI shares. YieldMax Ultra Option Income Strat ETF is the top mutual fund, with 5.85% of its assets in Applied Optoelectronics shares.

AAOI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockApplied Optoelectronics68.10%9.87%22.04%
SectorTechnology Stocks 53.64%14.93%31.44%
IdeaSemiconductor Stocks List 73.13%6.84%20.03%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de6.45M8.49%$955.67M
Vanguard group4.98M7.87%$173.70M
Blackrock3.01M7.85%$24.98M
Invesco3.41M4.49%$505.86M
Vanguard capital management3.36M4.43%$498.26M
Marex group2.83M3.73%$419.33M
Ubs group2.11M2.78%$312.83M
Oberweis asset management inc/1.79M2.36%$265.37M
Geode capital management1.67M2.20%$247.62M
Value aligned research advisors1.60M2.10%$236.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jat capital mgmt lp26.50K8.28%$3.93M
Funde sino life insurance120.31K5.81%$17.82M
Oberweis asset management inc/1.79M5.48%$265.37M
Tuttle capital management40.49K4.04%$6.00M
October effect25.19K3.51%$3.73M
1492 capital management76.41K3.34%$11.32M
Global trust asset management69.85K3.24%$10.35M
Shariaportfolio48.70K2.55%$7.22M
Marex group2.83M1.78%$419.33M
Shellback capital, lp131.00K1.70%$19.41M

Top Buyers

HolderShares% AssetsChange
Marex group2.83M1.78%2.54M
Blackrock3.01M0.00%2.16M
Invesco3.41M0.04%1.40M
Clear street group1.23M0.46%1.23M
Ubs group2.11M0.04%1.14M

Top Sellers

HolderShares% AssetsChange
D. e. shaw41.06K0.00%-2.08M
Jane street group563.56K0.01%-1.72M
Hawk ridge capital management lp---1.70M
Price t rowe associates inc /md/110.93K0.00%-1.62M
Whale rock capital management---1.13M

New Positions

HolderShares% AssetsChangeValue
Clear street group1.23M0.46%1.23M$182.41B
William blair investment management504.20K0.22%504.20K$74.70M
Sixth street partners management company476.03K0.01%476.03K$70.53M
Capula management380.75K0.20%380.75K$56.41M
Point72 asia (singapore) pte.338.98K1.36%338.98K$8.79M

Sold Out

HolderChange
Root financial partners-8.00
Friedenthal financial-10.00
Barrett & company-11.00
Strategic wealth partners-12.00
Wealthcollab-13.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202654026.76%51,740,689-2.52%681.20%3138.30%14870.11%
Mar 31, 2026201-17.62%16,715,668-64.91%230.42%138-12.66%46-4.17%
Dec 31, 2025153-27.83%28,482,209-28.34%440.92%106-13.11%25-30.56%
Sep 30, 202520122.56%36,535,00918.48%642.18%1159.52%3644.00%
Jun 30, 2025173-1.14%32,970,1126.00%581.50%10929.76%27-44.90%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
YieldMax Ultra Option Income Strat ETF3.24M5.85%-
Vanguard MStar Total Stk Mkt Idx Invest2.43M3.24%7.08K
Vanguard Morn Total Stk Mkt Idx Investor2.42M3.02%146.53K
Vanguard Total Stock Mkt Idx Inv2.42M3.02%146.53K
Vanguard US Total Market Shares ETF1.34M2.70%-
Columbia Small Cap Growth875.06K2.14%875.06K
iShares Russell 2000 ETF1.58M1.98%14.61K
iShares A.I. Innovation and Tech Act ETF1.58M1.97%-5.08K
Invesco Small Cap Value A1.37M1.71%268.97K
Invesco Dorsey Wright Technology MomtETF754.84K1.53%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 18, 2026Yeh Shu-Hua (Joshua) *** See RemarksSell$886.38K
Aug 10, 2026Murry Stefan J. Chief Financial OfficerSell$579.16K
Aug 04, 2026Yeh Shu-Hua (Joshua) *** See RemarksSell$596.45K
Jul 21, 2026Yeh Shu-Hua (Joshua) *** See RemarksSell$154.23K
Jul 10, 2026Murry Stefan J. Chief Financial OfficerSell$488.36K

Insider Transactions Trends


DateBuySell
2026 Q3-5
2026 Q2-20
2026 Q1-19
2025 Q4-4
2025 Q3114

AAOI Ownership FAQ


Who owns the most shares of Applied Optoelectronics?

Applied Optoelectronics’s largest shareholders are Blackrock funding, inc. /de (6.45M shares, 8.49%), Vanguard group (4.98M shares, 7.87%), and Blackrock (3.01M shares, 7.85%). Together, they hold 24.21% of Applied Optoelectronics’s total shares outstanding.

Does Blackrock own Applied Optoelectronics?

Yes, BlackRock owns 7.85% of Applied Optoelectronics, totaling 3.01M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 24.98M$. In the last quarter, BlackRock increased its holdings by 2.16M shares, a 254.43% change.

Who is Applied Optoelectronics’s biggest shareholder by percentage of total assets invested?

Jat capital mgmt lp is Applied Optoelectronics’s biggest shareholder by percentage of total assets invested, with 8.28% of its assets in 26.5K Applied Optoelectronics shares, valued at 3.93M$.

Who is the top mutual fund holder of Applied Optoelectronics shares?

YieldMax Ultra Option Income Strat ETF is the top mutual fund holder of Applied Optoelectronics shares, with 5.85% of its total shares outstanding invested in 3.24M Applied Optoelectronics shares.

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