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, Q4 2021
Institutional positions in Aaon, Inc. as of Dec 31, 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
- 213
- +8 vs. Q3 2021
- Shares held
- 37.6M
- +775.8K (+2.1%) vs. Q3 2021
- Total value
- $2.98B
- +$575.5M (+23.9%) vs. Q3 2021
- New holders
- 30
- 77 more added
- Sold out
- 22
- 77 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 23 | $1.00K | 0.00% | −21−47.7% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Schubert & Co | 14 | $1.00K | 0.00% | +14 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $2.00K | 0.00% | +6+31.6% | Added |
| Rise Advisors, LLC | 35 | $2.79K | 0.00% | +35 | New |
| Parallel Advisors, LLC | 33 | $3.00K | 0.00% | +6+22.2% | Added |
| CWM, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Sageworth Trust Co | 47 | $4.00K | 0.00% | −158−77.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $5.00K | 0.00% | −3−4.9% | Reduced |
| KB Financial Partners, LLC | 76 | $6.00K | 0.00% | +76 | New |
| IronBridge Private Wealth, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 124 | $10.0K | 0.00% | +23+22.8% | Added |
| TCI Wealth Advisors, Inc. | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 146 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 152 | $12.0K | 0.02% | +152 | New |
| Allworth Financial LP | 164 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 188 | $15.0K | 0.00% | +188 | New |
| Reilly Financial Advisors, LLC | 185 | $15.0K | 0.00% | +185 | New |
| First Horizon Advisors, Inc. | 335 | $26.0K | 0.00% | +1+0.3% | Added |
| Bessemer Group Inc | 447 | $35.0K | 0.00% | +64+16.7% | Added |
| Harbour Investments, Inc. | 471 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 550 | $44.0K | 0.00% | −233−29.8% | Reduced |
| American Portfolios Advisors | 584 | $46.4K | 0.00% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 591 | $47.0K | 0.01% | −115−16.3% | Reduced |
| Sutton Wealth Advisors Inc. | 632 | $50.2K | 0.02% | +10+1.6% | Added |
| Aquatic Capital Management LLC | 700 | $56.0K | 0.11% | +700 | New |
| FMR LLC | 725 | $58.0K | 0.00% | −15−2.0% | Reduced |
| CVA Family Office, LLC | 749 | $59.0K | 0.01% | +749 | New |
| Wolff Wiese Magana LLC | 781 | $62.0K | 0.04% | −103−11.7% | Reduced |
| Huntington National Bank | 926 | $74.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 984 | $78.0K | 0.00% | −16,376−94.3% | Reduced |
| Fifth Third Bancorp | 1,022 | $81.0K | 0.00% | +441+75.9% | Added |
| Spire Wealth Management | 1,055 | $84.0K | 0.00% | −80−7.0% | Reduced |
| Macquarie Group Ltd | 1,096 | $87.0K | 0.00% | −521−32.2% | Reduced |
| Vestcor Inc | 1,323 | $105.0K | 0.00% | −150−10.2% | Reduced |
| STRS Ohio | 1,400 | $111.0K | 0.00% | −4,300−75.4% | Reduced |
| Ellis Investment Partners, LLC | 1,423 | $113.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,681 | $134.0K | 0.01% | +1,215+260.7% | Added |
| State of Wyoming | 1,952 | $155.0K | 0.07% | +482+32.8% | Added |
| Captrust Financial Advisors | 2,057 | $163.0K | 0.00% | +11+0.5% | Added |
| First Republic Investment Management, Inc. | 2,522 | $200.0K | 0.00% | +2,522 | New |
| Cresset Asset Management, LLC | 2,559 | $203.0K | 0.00% | −4,362−63.0% | Reduced |
| Shelton Capital Management | 2,637 | $209.0K | 0.01% | +2,637 | New |
| Balyasny Asset Management LLC | 2,800 | $222.0K | 0.00% | −1,436−33.9% | Reduced |
| Standard Life Aberdeen plc | 2,854 | $227.0K | 0.00% | +2,854 | New |
| Panagora Asset Management Inc | 2,886 | $229.0K | 0.00% | +2,886 | New |
| Marco Investment Management LLC | 2,893 | $230.0K | 0.02% | +2,893 | New |
| Belpointe Asset Management LLC | 2,912 | $231.0K | 0.01% | +200+7.4% | Added |
| Summit Global Investments | 3,000 | $238.0K | 0.02% | −5,400−64.3% | Reduced |
| CWM Advisors, LLC | 3,124 | $248.0K | 0.03% | −374−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,145 | $249.0K | 0.00% | −9−0.3% | Reduced |
| CIBC Asset Management Inc | 3,184 | $253.0K | 0.00% | +3,184 | New |
| 6 Meridian | 3,303 | $262.0K | 0.02% | +11+0.3% | Added |
| Ameritas Investment Partners, Inc. | 3,340 | $265.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,491 | $277.0K | 0.01% | −3−0.1% | Reduced |
| Paloma Partners Management Co | 3,486 | $277.0K | 0.01% | +3,486 | New |
| Lindenwold Advisors | 3,709 | $295.0K | 0.17% | +3,709 | New |
| Legacy Wealth Asset Management, LLC | 3,762 | $299.0K | 0.10% | +79+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 3,800 | $301.0K | 0.00% | −400−9.5% | Reduced |
| Quantinno Capital Management LP | 3,809 | $303.0K | 0.05% | −1,064−21.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,838 | $305.0K | 0.01% | −3,690−49.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,844 | $305.0K | 0.01% | +812+26.8% | Added |
| Advisor Group Holdings, Inc. | 3,905 | $311.0K | 0.00% | +597+18.0% | Added |
| Profund Advisors LLC | 4,100 | $326.0K | 0.01% | +76+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,297 | $341.0K | 0.02% | −61−1.4% | Reduced |
| Cim, LLC | 5,315 | $351.0K | 0.07% | +508+10.6% | Added |
| Quadrature Capital Ltd | 4,455 | $354.0K | 0.02% | +4,455 | New |
| Blueshift Asset Management, LLC | 4,700 | $373.0K | 0.03% | +4,700 | New |
| Allspring Global Investments Holdings, LLC | 4,941 | $392.0K | 0.00% | +4,941 | New |
| Squarepoint Ops LLC | 4,996 | $397.0K | 0.00% | +1,742+53.5% | Added |
| Cadent Capital Advisors, LLC | 5,062 | $402.0K | 0.18% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 5,394 | $428.0K | 0.30% | +5,394 | New |
| Baird Financial Group, Inc. | 5,546 | $441.0K | 0.00% | +1,017+22.5% | Added |
| Mutual of America Capital Management LLC | 5,659 | $449.0K | 0.00% | +139+2.5% | Added |
| Assenagon Asset Management S.A. | 5,736 | $456.0K | 0.00% | −142,705−96.1% | Reduced |
| Gibraltar Capital Management, Inc. | 5,791 | $460.0K | 0.21% | +5,791 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,805 | $461.0K | 0.00% | +1,510+35.2% | Added |
| AlphaCrest Capital Management LLC | 5,902 | $469.0K | 0.02% | −3,845−39.4% | Reduced |
| Victory Capital Management Inc | 5,902 | $469.0K | 0.00% | −86−1.4% | Reduced |
| Creative Planning | 5,905 | $469.0K | 0.00% | +238+4.2% | Added |
| Pluribus Labs, LLC | 5,970 | $474.0K | 0.50% | +5,970 | New |
| Laurel Wealth Advisors, Inc. | 6,000 | $477.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 7,137 | $567.0K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 7,173 | $570.0K | 0.00% | +873+13.9% | Added |
| HSBC Holdings PLC | 7,472 | $590.0K | 0.00% | +582+8.4% | Added |
| Public Employees Retirement Association of Colorado | 8,035 | $638.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,190 | $651.0K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,199 | $651.0K | 0.00% | +1,449+21.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,300 | $657.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 8,491 | $675.0K | 0.00% | +4,270+101.2% | Added |
| GWM Advisors LLC | 9,032 | $717.0K | 0.01% | −300−3.2% | Reduced |
| Precision Wealth Strategies, LLC | 9,377 | $745.0K | 0.54% | +1,085+13.1% | Added |