Aaon, Inc.
AAON- Exchange
- Nasdaq
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0000824142
In the last 90 days, Aaon, Inc. insiders filed 2 open-market purchases and 0 sales; 474 institutions reported holding it in 13F filings for Q2 2026, worth $8.26B in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Aaon, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 207
- −2 vs. Q1 2021
- Shares held
- 36.7M
- −315.9K (−0.9%) vs. Q1 2021
- Total value
- $2.30B
- −$292.8M (−11.3%) vs. Q1 2021
- New holders
- 25
- 77 more added
- Sold out
- 27
- 69 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 474 | $8.26B |
| Q1 2026 | 402 | $5.77B |
| Q4 2025 | 401 | $5.61B |
| Q3 2025 | 404 | $6.80B |
| Q2 2025 | 393 | $4.67B |
| Q1 2025 | 384 | $4.78B |
| Q4 2024 | 422 | $6.83B |
| Q3 2024 | 382 | $6.33B |
| Q2 2024 | 361 | $5.13B |
| Q1 2024 | 330 | $5.12B |
| Q4 2023 | 303 | $4.28B |
| Q3 2023 | 292 | $3.28B |
| Q2 2023 | 303 | $3.71B |
| Q1 2023 | 278 | $3.72B |
| Q4 2022 | 252 | $2.80B |
| Q3 2022 | 220 | $2.04B |
| Q2 2022 | 204 | $2.08B |
| Q1 2022 | 205 | $2.11B |
| Q4 2021 | 213 | $2.98B |
| Q3 2021 | 206 | $2.40B |
| Q2 2021 | 207 | $2.30B |
| Q1 2021 | 210 | $2.62B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 17 | $1.00K | 0.00% | −37−68.5% | Reduced |
| Carroll Financial Associates, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $1.00K | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 24 | $2.00K | 0.00% | +24 | New |
| Steward Partners Investment Advisory, LLC | 52 | $3.00K | 0.00% | −117−69.2% | Reduced |
| Assetmark, Inc | 61 | $4.00K | 0.00% | −2−3.2% | Reduced |
| KB Financial Partners, LLC | 76 | $5.00K | 0.00% | −19−20.0% | Reduced |
| IronBridge Private Wealth, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 79 | $5.00K | 0.00% | +59+295.0% | Added |
| O'Shaughnessy Asset Management, LLC | 92 | $6.00K | 0.00% | +92 | New |
| Gemmer Asset Management LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 146 | $9.00K | 0.00% | −19−11.5% | Reduced |
| TCI Wealth Advisors, Inc. | 142 | $9.00K | 0.00% | +66+86.8% | Added |
| SOA Wealth Advisors, LLC. | 173 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 178 | $11.0K | 0.00% | +8+4.7% | Added |
| CX Institutional | 179 | $11.0K | 0.00% | +179 | New |
| Sageworth Trust Co | 205 | $13.0K | 0.00% | +205 | New |
| Nisa Investment Advisors, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 321 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 383 | $24.0K | 0.00% | −80−17.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 418 | $26.0K | 0.00% | +418 | New |
| Harbour Investments, Inc. | 471 | $29.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 525 | $33.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 545 | $34.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 583 | $36.5K | 0.00% | −20−3.3% | Reduced |
| Quadrant Capital Group LLC | 598 | $37.0K | 0.01% | +7+1.2% | Added |
| Sutton Wealth Advisors Inc. | 622 | $38.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 689 | $43.0K | 0.00% | +37+5.7% | Added |
| CVA Family Office, LLC | 749 | $47.0K | 0.01% | +749 | New |
| Ci Investments Inc. | 777 | $49.0K | 0.00% | +304+64.3% | Added |
| Wolff Wiese Magana LLC | 884 | $55.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 926 | $58.0K | 0.00% | +1+0.1% | Added |
| State of Wyoming | 1,113 | $70.0K | 0.04% | +1,113 | New |
| Spire Wealth Management | 1,135 | $71.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,423 | $89.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,473 | $92.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,617 | $101.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,673 | $104.0K | 0.01% | +1,673 | New |
| Captrust Financial Advisors | 1,968 | $124.0K | 0.00% | −65−3.2% | Reduced |
| Point72 Hong Kong Ltd | 2,243 | $140.0K | 0.01% | +2,243 | New |
| Belpointe Asset Management LLC | 2,712 | $170.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,886 | $181.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,935 | $184.0K | 0.00% | −113−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,114 | $195.0K | 0.00% | −83−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,305 | $207.0K | 0.01% | −249−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,340 | $209.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,541 | $222.0K | 0.01% | −325−8.4% | Reduced |
| Guggenheim Capital LLC | 3,567 | $223.0K | 0.00% | −369−9.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,669 | $230.0K | 0.10% | +54+1.5% | Added |
| Engineers Gate Manager LP | 3,952 | $247.0K | 0.02% | +3,952 | New |
| Marshall Wace North America L.P. | 4,064 | $254.0K | 0.00% | +4,064 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,295 | $269.0K | 0.00% | −633−12.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,400 | $276.0K | 0.00% | +4,400 | New |
| Quadrature Capital Ltd | 4,436 | $278.0K | 0.01% | +4,436 | New |
| Profund Advisors LLC | 4,487 | $281.0K | 0.01% | +163+3.8% | Added |
| Cim, LLC | 4,465 | $300.0K | 0.05% | +502+12.7% | Added |
| Marshall Wace, LLP | 4,797 | $300.0K | 0.00% | +4,797 | New |
| Vestmark Advisory Solutions, Inc. | 4,802 | $301.0K | 0.02% | +3+0.1% | Added |
| Quantinno Capital Management LP | 4,873 | $305.0K | 0.35% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,062 | $317.0K | 0.13% | 00.0% | Unchanged |
| Eaton Vance Management | 5,164 | $324.0K | 0.00% | +879+20.5% | Added |
| American Century Companies Inc | 5,382 | $337.0K | 0.00% | +1,263+30.7% | Added |
| Teacher Retirement System of Texas | 5,491 | $344.0K | 0.00% | +818+17.5% | Added |
| Creative Planning | 5,591 | $350.0K | 0.00% | +39+0.7% | Added |
| Mutual of America Capital Management LLC | 5,814 | $364.0K | 0.00% | +367+6.7% | Added |
| HSBC Holdings PLC | 5,915 | $371.0K | 0.00% | +2,608+78.9% | Added |
| Laurel Wealth Advisors, Inc. | 6,000 | $376.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,151 | $385.0K | 0.00% | −32,935−84.3% | Reduced |
| LPL Financial LLC | 6,169 | $386.0K | 0.00% | +632+11.4% | Added |
| Precision Wealth Strategies, LLC | 6,577 | $412.0K | 0.35% | +1,015+18.2% | Added |
| Cresset Asset Management, LLC | 6,660 | $418.0K | 0.01% | +1,487+28.7% | Added |
| Exchange Traded Concepts, LLC | 6,852 | $429.0K | 0.01% | +784+12.9% | Added |
| Arabesque Asset Management Ltd | 6,870 | $430.0K | 0.18% | +6,870 | New |
| Caxton Associates LP | 6,915 | $433.0K | 0.06% | +6,915 | New |
| CWM Advisors, LLC | 6,930 | $434.0K | 0.06% | +6,930 | New |
| Crossmark Global Holdings, Inc. | 7,618 | $477.0K | 0.01% | +20+0.3% | Added |
| Trexquant Investment LP | 8,005 | $501.0K | 0.04% | +3,387+73.3% | Added |
| Public Employees Retirement Association of Colorado | 8,035 | $503.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,106 | $508.0K | 0.00% | −2,148−20.9% | Reduced |
| Simplex Trading, LLC | 8,163 | $510.0K | 0.02% | +7,651+1,494.3% | Added |
| Everence Capital Management Inc | 8,190 | $513.0K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 8,198 | $513.0K | 0.00% | +8,198 | New |
| SG Americas Securities, LLC | 8,362 | $523.0K | 0.00% | +4,686+127.5% | Added |
| AQR Capital Management LLC | 8,574 | $537.0K | 0.00% | −4,217−33.0% | Reduced |
| GWM Advisors LLC | 9,332 | $584.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,401 | $588.0K | 0.00% | −3,923−29.4% | Reduced |
| Paloma Partners Management Co | 9,426 | $590.0K | 0.02% | +9,426 | New |
| Glenmede Trust Co NA | 9,642 | $603.0K | 0.00% | −48−0.5% | Reduced |
| Handelsbanken Fonder AB | 9,716 | $608.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,271 | $705.5K | 0.01% | +621+5.8% | Added |
| Occudo Quantitative Strategies LP | 11,283 | $706.0K | 0.11% | +11,283 | New |
| Arizona State Retirement System | 11,370 | $712.0K | 0.01% | −796−6.5% | Reduced |
| Qube Research & Technologies Ltd | 11,709 | $733.0K | 0.01% | +4,920+72.5% | Added |
| Teachers Retirement System of the State of Kentucky | 11,842 | $741.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,992 | $751.0K | 0.00% | −184−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,452 | $779.0K | 0.13% | +1,046+9.2% | Added |
| Cubist Systematic Strategies, LLC | 13,618 | $852.0K | 0.01% | +7,366+117.8% | Added |