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, Q3 2021
Institutional positions in Aaon, Inc. as of Sep 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
- 206
- −1 vs. Q2 2021
- Shares held
- 36.8M
- +137.1K (+0.4%) vs. Q2 2021
- Total value
- $2.40B
- +$109.1M (+4.8%) vs. Q2 2021
- New holders
- 20
- 75 more added
- Sold out
- 21
- 66 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 6 | $0 | 0.00% | +6 | New |
| Meridian Wealth Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| USA Financial Portformulas Corp | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $2.00K | 0.00% | +10+76.9% | Added |
| Carroll Financial Associates, Inc. | 44 | $2.00K | 0.00% | +21+91.3% | Added |
| Parallel Advisors, LLC | 27 | $2.00K | 0.00% | +10+58.8% | Added |
| Steward Partners Investment Advisory, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 65 | $4.00K | 0.00% | −14−17.7% | Reduced |
| Assetmark, Inc | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $7.00K | 0.00% | −77−43.3% | Reduced |
| Gemmer Asset Management LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 101 | $7.00K | 0.00% | +9+9.8% | Added |
| TCI Wealth Advisors, Inc. | 141 | $9.00K | 0.00% | −1−0.7% | Reduced |
| FourThought Financial, LLC | 146 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 179 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 307 | $20.0K | 0.01% | +307 | New |
| First Horizon Advisors, Inc. | 334 | $21.0K | 0.00% | +13+4.0% | Added |
| Bessemer Group Inc | 383 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 418 | $27.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 466 | $30.0K | 0.00% | −1,777−79.2% | Reduced |
| Harbour Investments, Inc. | 471 | $31.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 525 | $34.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 581 | $38.0K | 0.00% | +36+6.6% | Added |
| American Portfolios Advisors | 583 | $38.1K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 622 | $40.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 706 | $46.0K | 0.01% | +108+18.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 718 | $47.0K | 0.00% | +718 | New |
| FMR LLC | 740 | $48.0K | 0.00% | +51+7.4% | Added |
| Ci Investments Inc. | 783 | $51.0K | 0.00% | +6+0.8% | Added |
| Wolff Wiese Magana LLC | 884 | $58.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 926 | $61.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 992 | $65.8K | 0.00% | +992 | New |
| Spire Wealth Management | 1,135 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,423 | $92.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,473 | $96.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,470 | $96.0K | 0.06% | +357+32.1% | Added |
| Macquarie Group Ltd | 1,617 | $106.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,046 | $134.0K | 0.00% | +78+4.0% | Added |
| Belpointe Asset Management LLC | 2,712 | $177.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,744 | $179.0K | 0.00% | −5,362−66.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,032 | $198.0K | 0.01% | −273−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,154 | $207.0K | 0.00% | +40+1.3% | Added |
| Squarepoint Ops LLC | 3,254 | $213.0K | 0.00% | −11,036−77.2% | Reduced |
| 6 Meridian | 3,292 | $215.0K | 0.02% | +3,292 | New |
| Jump Financial, LLC | 3,296 | $215.0K | 0.02% | +3,296 | New |
| Advisor Group Holdings, Inc. | 3,308 | $217.0K | 0.00% | +373+12.7% | Added |
| Ameritas Investment Partners, Inc. | 3,340 | $218.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,494 | $228.0K | 0.01% | −47−1.3% | Reduced |
| CWM Advisors, LLC | 3,498 | $229.0K | 0.03% | −3,432−49.5% | Reduced |
| PDT Partners, LLC | 3,582 | $234.0K | 0.02% | +3,582 | New |
| Legacy Wealth Asset Management, LLC | 3,683 | $241.0K | 0.11% | +14+0.4% | Added |
| Profund Advisors LLC | 4,024 | $263.0K | 0.01% | −463−10.3% | Reduced |
| Algert Global LLC | 4,113 | $269.0K | 0.04% | +4,113 | New |
| Schonfeld Strategic Advisors LLC | 4,200 | $274.0K | 0.00% | −200−4.5% | Reduced |
| Janus Henderson Group PLC | 4,221 | $276.0K | 0.00% | +4,221 | New |
| Balyasny Asset Management LLC | 4,236 | $277.0K | 0.00% | −51,638−92.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,295 | $281.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,358 | $285.0K | 0.02% | −444−9.2% | Reduced |
| Baird Financial Group, Inc. | 4,529 | $296.0K | 0.00% | +4,529 | New |
| SG Americas Securities, LLC | 4,670 | $305.0K | 0.00% | −3,692−44.2% | Reduced |
| Quantinno Capital Management LP | 4,873 | $318.0K | 0.35% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,062 | $331.0K | 0.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,130 | $335.0K | 0.00% | −18,020−77.8% | Reduced |
| Simplex Trading, LLC | 5,363 | $335.0K | 0.01% | −2,800−34.3% | Reduced |
| Cim, LLC | 4,807 | $355.0K | 0.06% | +342+7.7% | Added |
| Mutual of America Capital Management LLC | 5,520 | $361.0K | 0.00% | −294−5.1% | Reduced |
| Creative Planning | 5,667 | $370.0K | 0.00% | +76+1.4% | Added |
| STRS Ohio | 5,700 | $372.0K | 0.00% | +5,700 | New |
| Victory Capital Management Inc | 5,988 | $391.0K | 0.00% | −163−2.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,000 | $392.0K | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 6,300 | $412.0K | 0.00% | +918+17.1% | Added |
| Gsa Capital Partners LLP | 6,396 | $418.0K | 0.04% | −13,527−67.9% | Reduced |
| ProShare Advisors LLC | 6,443 | $421.0K | 0.00% | −5,549−46.3% | Reduced |
| Teacher Retirement System of Texas | 6,750 | $441.0K | 0.00% | +1,259+22.9% | Added |
| Cresset Asset Management, LLC | 6,921 | $452.0K | 0.01% | +261+3.9% | Added |
| HSBC Holdings PLC | 6,890 | $455.0K | 0.00% | +975+16.5% | Added |
| Central Trust Co | 7,137 | $466.0K | 0.02% | +7,137 | New |
| LPL Financial LLC | 7,346 | $480.0K | 0.00% | +1,177+19.1% | Added |
| Crossmark Global Holdings, Inc. | 7,528 | $492.0K | 0.01% | −90−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $525.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,190 | $535.0K | 0.04% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 8,292 | $542.0K | 0.42% | +1,715+26.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,300 | $542.0K | 0.00% | +8,300 | New |
| Summit Global Investments | 8,400 | $549.0K | 0.04% | −10,900−56.5% | Reduced |
| GWM Advisors LLC | 9,332 | $610.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,507 | $621.0K | 0.00% | −135−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,547 | $624.0K | 0.02% | +2,695+39.3% | Added |
| Handelsbanken Fonder AB | 9,716 | $635.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,747 | $637.0K | 0.03% | −6,718−40.8% | Reduced |
| Susquehanna International Group, LLP | 10,043 | $656.0K | 0.00% | +642+6.8% | Added |
| Russell Investments Group, Ltd. | 11,226 | $733.0K | 0.00% | −3,454−23.5% | Reduced |
| Metropolitan Life Insurance Co | 11,271 | $736.4K | 0.01% | 00.0% | Unchanged |