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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 13,765 | $899.0K | 0.12% | +1,313+10.5% | Added |
| Los Angeles Capital Management LLC | 12,440 | $813.0K | 0.00% | +12,440 | New |
| Occudo Quantitative Strategies LP | 12,054 | $788.0K | 0.09% | +771+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 11,842 | $774.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,721 | $766.0K | 0.00% | +3,147+36.7% | Added |
| Arizona State Retirement System | 11,426 | $747.0K | 0.01% | +56+0.5% | Added |
| Metropolitan Life Insurance Co | 11,271 | $736.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,226 | $733.0K | 0.00% | −3,454−23.5% | Reduced |
| Susquehanna International Group, LLP | 10,043 | $656.0K | 0.00% | +642+6.8% | Added |
| AlphaCrest Capital Management LLC | 9,747 | $637.0K | 0.03% | −6,718−40.8% | Reduced |
| Handelsbanken Fonder AB | 9,716 | $635.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,547 | $624.0K | 0.02% | +2,695+39.3% | Added |
| Glenmede Trust Co NA | 9,507 | $621.0K | 0.00% | −135−1.4% | Reduced |
| GWM Advisors LLC | 9,332 | $610.0K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 8,400 | $549.0K | 0.04% | −10,900−56.5% | Reduced |
| 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 |
| Everence Capital Management Inc | 8,190 | $535.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,035 | $525.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,528 | $492.0K | 0.01% | −90−1.2% | Reduced |
| LPL Financial LLC | 7,346 | $480.0K | 0.00% | +1,177+19.1% | Added |
| Central Trust Co | 7,137 | $466.0K | 0.02% | +7,137 | New |
| HSBC Holdings PLC | 6,890 | $455.0K | 0.00% | +975+16.5% | Added |
| Cresset Asset Management, LLC | 6,921 | $452.0K | 0.01% | +261+3.9% | Added |
| Teacher Retirement System of Texas | 6,750 | $441.0K | 0.00% | +1,259+22.9% | Added |
| ProShare Advisors LLC | 6,443 | $421.0K | 0.00% | −5,549−46.3% | Reduced |
| Gsa Capital Partners LLP | 6,396 | $418.0K | 0.04% | −13,527−67.9% | Reduced |
| American Century Companies Inc | 6,300 | $412.0K | 0.00% | +918+17.1% | Added |
| Laurel Wealth Advisors, Inc. | 6,000 | $392.0K | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,988 | $391.0K | 0.00% | −163−2.6% | Reduced |
| STRS Ohio | 5,700 | $372.0K | 0.00% | +5,700 | New |
| Creative Planning | 5,667 | $370.0K | 0.00% | +76+1.4% | Added |
| Mutual of America Capital Management LLC | 5,520 | $361.0K | 0.00% | −294−5.1% | Reduced |
| Cim, LLC | 4,807 | $355.0K | 0.06% | +342+7.7% | Added |
| 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 |
| Cadent Capital Advisors, LLC | 5,062 | $331.0K | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,873 | $318.0K | 0.35% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,670 | $305.0K | 0.00% | −3,692−44.2% | Reduced |
| Baird Financial Group, Inc. | 4,529 | $296.0K | 0.00% | +4,529 | New |
| Vestmark Advisory Solutions, Inc. | 4,358 | $285.0K | 0.02% | −444−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,295 | $281.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,236 | $277.0K | 0.00% | −51,638−92.4% | Reduced |
| Janus Henderson Group PLC | 4,221 | $276.0K | 0.00% | +4,221 | New |
| Schonfeld Strategic Advisors LLC | 4,200 | $274.0K | 0.00% | −200−4.5% | Reduced |
| Algert Global LLC | 4,113 | $269.0K | 0.04% | +4,113 | New |
| Profund Advisors LLC | 4,024 | $263.0K | 0.01% | −463−10.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,683 | $241.0K | 0.11% | +14+0.4% | Added |
| PDT Partners, LLC | 3,582 | $234.0K | 0.02% | +3,582 | New |
| CWM Advisors, LLC | 3,498 | $229.0K | 0.03% | −3,432−49.5% | Reduced |
| HBK Sorce Advisory LLC | 3,494 | $228.0K | 0.01% | −47−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,340 | $218.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,308 | $217.0K | 0.00% | +373+12.7% | Added |
| 6 Meridian | 3,292 | $215.0K | 0.02% | +3,292 | New |
| Jump Financial, LLC | 3,296 | $215.0K | 0.02% | +3,296 | New |
| Squarepoint Ops LLC | 3,254 | $213.0K | 0.00% | −11,036−77.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,154 | $207.0K | 0.00% | +40+1.3% | Added |
| Tower Research Capital LLC (TRC) | 3,032 | $198.0K | 0.01% | −273−8.3% | Reduced |
| UBS Group AG | 2,744 | $179.0K | 0.00% | −5,362−66.1% | Reduced |
| Belpointe Asset Management LLC | 2,712 | $177.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,046 | $134.0K | 0.00% | +78+4.0% | Added |
| Macquarie Group Ltd | 1,617 | $106.0K | 0.00% | 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 |
| Ellis Investment Partners, LLC | 1,423 | $92.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,135 | $74.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 992 | $65.8K | 0.00% | +992 | New |
| Huntington National Bank | 926 | $61.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 884 | $58.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 783 | $51.0K | 0.00% | +6+0.8% | Added |
| FMR LLC | 740 | $48.0K | 0.00% | +51+7.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 718 | $47.0K | 0.00% | +718 | New |
| Quadrant Capital Group LLC | 706 | $46.0K | 0.01% | +108+18.1% | Added |
| Sutton Wealth Advisors Inc. | 622 | $40.6K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 583 | $38.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 581 | $38.0K | 0.00% | +36+6.6% | Added |
| Norway Savings Bank | 525 | $34.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 471 | $31.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 466 | $30.0K | 0.00% | −1,777−79.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 418 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 383 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 334 | $21.0K | 0.00% | +13+4.0% | Added |
| Nisa Investment Advisors, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 307 | $20.0K | 0.01% | +307 | New |
| Sageworth Trust Co | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 179 | $12.0K | 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 |
| TCI Wealth Advisors, Inc. | 141 | $9.00K | 0.00% | −1−0.7% | Reduced |
| FourThought Financial, LLC | 146 | $9.00K | 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 |
| IronBridge Private Wealth, LLC | 82 | $5.00K | 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 |
| Steward Partners Investment Advisory, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |