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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 213 institutions
Q1 2021: 210 institutionsQ2 2021: 207 institutionsQ3 2021: 206 institutionsQ4 2021: 213 institutionsQ1 2022: 205 institutionsQ2 2022: 204 institutionsQ3 2022: 220 institutionsQ4 2022: 252 institutionsQ1 2023: 278 institutionsQ2 2023: 303 institutionsQ3 2023: 292 institutionsQ4 2023: 303 institutionsQ1 2024: 330 institutionsQ2 2024: 361 institutionsQ3 2024: 382 institutionsQ4 2024: 422 institutionsQ1 2025: 384 institutionsQ2 2025: 393 institutionsQ3 2025: 404 institutionsQ4 2025: 401 institutionsQ1 2026: 402 institutionsQ2 2026: 474 institutions
Value heldQ4 2021: $2.98B
Q1 2021: $2.62BQ2 2021: $2.30BQ3 2021: $2.40BQ4 2021: $2.98BQ1 2022: $2.11BQ2 2022: $2.08BQ3 2022: $2.04BQ4 2022: $2.80BQ1 2023: $3.72BQ2 2023: $3.71BQ3 2023: $3.28BQ4 2023: $4.28BQ1 2024: $5.12BQ2 2024: $5.13BQ3 2024: $6.33BQ4 2024: $6.83BQ1 2025: $4.78BQ2 2025: $4.67BQ3 2025: $6.80BQ4 2025: $5.61BQ1 2026: $5.77BQ2 2026: $8.26B
Institutions holding AAON and their total value by quarter
QuarterHoldersValue
Q2 2026474$8.26B
Q1 2026402$5.77B
Q4 2025401$5.61B
Q3 2025404$6.80B
Q2 2025393$4.67B
Q1 2025384$4.78B
Q4 2024422$6.83B
Q3 2024382$6.33B
Q2 2024361$5.13B
Q1 2024330$5.12B
Q4 2023303$4.28B
Q3 2023292$3.28B
Q2 2023303$3.71B
Q1 2023278$3.72B
Q4 2022252$2.80B
Q3 2022220$2.04B
Q2 2022204$2.08B
Q1 2022205$2.11B
Q4 2021213$2.98B
Q3 2021206$2.40B
Q2 2021207$2.30B
Q1 2021210$2.62B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2021.

Institutions holding AAON in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gsa Capital Partners LLP12,386$984.0K0.12%+5,990+93.7%Added
Ensign Peak Advisors, Inc12,221$971.0K0.00%−20,780−63.0%Reduced
Occudo Quantitative Strategies LP11,983$952.0K0.08%−71−0.6%Reduced
Teachers Retirement System of the State of Kentucky11,842$941.0K0.01%00.0%Unchanged
LPL Financial LLC11,669$927.0K0.00%+4,323+58.8%Added
Arizona State Retirement System11,283$896.0K0.01%−143−1.3%Reduced
Russell Investments Group, Ltd.11,226$891.0K0.00%00.0%Unchanged
Bank of Montreal11,005$880.0K0.00%−5,533−33.5%Reduced
Glenmede Trust Co NA10,917$867.0K0.00%+1,410+14.8%Added
Metropolitan Life Insurance Co10,720$851.5K0.01%−551−4.9%Reduced
ProShare Advisors LLC10,461$831.0K0.00%+4,018+62.4%Added
Exchange Traded Concepts, LLC9,868$784.0K0.02%+321+3.4%Added
Susquehanna International Group, LLP9,786$777.0K0.00%−257−2.6%Reduced
Precision Wealth Strategies, LLC9,377$745.0K0.54%+1,085+13.1%Added
GWM Advisors LLC9,032$717.0K0.01%−300−3.2%Reduced
Janus Henderson Group PLC8,491$675.0K0.00%+4,270+101.2%Added
Skandinaviska Enskilda Banken AB (publ)8,300$657.0K0.00%00.0%Unchanged
Everence Capital Management Inc8,190$651.0K0.05%00.0%Unchanged
Teacher Retirement System of Texas8,199$651.0K0.00%+1,449+21.5%Added
Public Employees Retirement Association of Colorado8,035$638.0K0.00%00.0%Unchanged
HSBC Holdings PLC7,472$590.0K0.00%+582+8.4%Added
American Century Companies Inc7,173$570.0K0.00%+873+13.9%Added
Central Trust Co7,137$567.0K0.02%00.0%Unchanged
Laurel Wealth Advisors, Inc.6,000$477.0K0.04%00.0%Unchanged
Pluribus Labs, LLC5,970$474.0K0.50%+5,970New
AlphaCrest Capital Management LLC5,902$469.0K0.02%−3,845−39.4%Reduced
Victory Capital Management Inc5,902$469.0K0.00%−86−1.4%Reduced
Creative Planning5,905$469.0K0.00%+238+4.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,805$461.0K0.00%+1,510+35.2%Added
Gibraltar Capital Management, Inc.5,791$460.0K0.21%+5,791New
Assenagon Asset Management S.A.5,736$456.0K0.00%−142,705−96.1%Reduced
Mutual of America Capital Management LLC5,659$449.0K0.00%+139+2.5%Added
Baird Financial Group, Inc.5,546$441.0K0.00%+1,017+22.5%Added
Capital Impact Advisors, LLC5,394$428.0K0.30%+5,394New
Cadent Capital Advisors, LLC5,062$402.0K0.18%00.0%Unchanged
Squarepoint Ops LLC4,996$397.0K0.00%+1,742+53.5%Added
Allspring Global Investments Holdings, LLC4,941$392.0K0.00%+4,941New
Blueshift Asset Management, LLC4,700$373.0K0.03%+4,700New
Quadrature Capital Ltd4,455$354.0K0.02%+4,455New
Cim, LLC5,315$351.0K0.07%+508+10.6%Added
Vestmark Advisory Solutions, Inc.4,297$341.0K0.02%−61−1.4%Reduced
Profund Advisors LLC4,100$326.0K0.01%+76+1.9%Added
Advisor Group Holdings, Inc.3,905$311.0K0.00%+597+18.0%Added
Crossmark Global Holdings, Inc.3,838$305.0K0.01%−3,690−49.0%Reduced
Tower Research Capital LLC (TRC)3,844$305.0K0.01%+812+26.8%Added
Quantinno Capital Management LP3,809$303.0K0.05%−1,064−21.8%Reduced
Schonfeld Strategic Advisors LLC3,800$301.0K0.00%−400−9.5%Reduced
Legacy Wealth Asset Management, LLC3,762$299.0K0.10%+79+2.1%Added
Lindenwold Advisors3,709$295.0K0.17%+3,709New
HBK Sorce Advisory LLC3,491$277.0K0.01%−3−0.1%Reduced
Paloma Partners Management Co3,486$277.0K0.01%+3,486New
Ameritas Investment Partners, Inc.3,340$265.0K0.01%00.0%Unchanged
6 Meridian3,303$262.0K0.02%+11+0.3%Added
CIBC Asset Management Inc3,184$253.0K0.00%+3,184New
The PNC Financial Services Group, Inc.3,145$249.0K0.00%−9−0.3%Reduced
CWM Advisors, LLC3,124$248.0K0.03%−374−10.7%Reduced
Summit Global Investments3,000$238.0K0.02%−5,400−64.3%Reduced
Belpointe Asset Management LLC2,912$231.0K0.01%+200+7.4%Added
Marco Investment Management LLC2,893$230.0K0.02%+2,893New
Panagora Asset Management Inc2,886$229.0K0.00%+2,886New
Standard Life Aberdeen plc2,854$227.0K0.00%+2,854New
Balyasny Asset Management LLC2,800$222.0K0.00%−1,436−33.9%Reduced
Shelton Capital Management2,637$209.0K0.01%+2,637New
Cresset Asset Management, LLC2,559$203.0K0.00%−4,362−63.0%Reduced
First Republic Investment Management, Inc.2,522$200.0K0.00%+2,522New
Captrust Financial Advisors2,057$163.0K0.00%+11+0.5%Added
State of Wyoming1,952$155.0K0.07%+482+32.8%Added
Point72 Hong Kong Ltd1,681$134.0K0.01%+1,215+260.7%Added
Ellis Investment Partners, LLC1,423$113.0K0.03%00.0%Unchanged
STRS Ohio1,400$111.0K0.00%−4,300−75.4%Reduced
Vestcor Inc1,323$105.0K0.00%−150−10.2%Reduced
Macquarie Group Ltd1,096$87.0K0.00%−521−32.2%Reduced
Spire Wealth Management1,055$84.0K0.00%−80−7.0%Reduced
Fifth Third Bancorp1,022$81.0K0.00%+441+75.9%Added
Cubist Systematic Strategies, LLC984$78.0K0.00%−16,376−94.3%Reduced
Huntington National Bank926$74.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC781$62.0K0.04%−103−11.7%Reduced
CVA Family Office, LLC749$59.0K0.01%+749New
FMR LLC725$58.0K0.00%−15−2.0%Reduced
Aquatic Capital Management LLC700$56.0K0.11%+700New
Sutton Wealth Advisors Inc.632$50.2K0.02%+10+1.6%Added
Quadrant Capital Group LLC591$47.0K0.01%−115−16.3%Reduced
American Portfolios Advisors584$46.4K0.00%+1+0.2%Added
Ci Investments Inc.550$44.0K0.00%−233−29.8%Reduced
Harbour Investments, Inc.471$37.0K0.00%00.0%Unchanged
Bessemer Group Inc447$35.0K0.00%+64+16.7%Added
First Horizon Advisors, Inc.335$26.0K0.00%+1+0.3%Added
Harding Loevner LP188$15.0K0.00%+188New
Reilly Financial Advisors, LLC185$15.0K0.00%+185New
Allworth Financial LP164$13.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.173$13.0K0.00%00.0%Unchanged
FourThought Financial, LLC146$12.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota152$12.0K0.02%+152New
TCI Wealth Advisors, Inc.141$11.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust124$10.0K0.00%+23+22.8%Added
Gemmer Asset Management LLC109$9.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC82$7.00K0.00%00.0%Unchanged
KB Financial Partners, LLC76$6.00K0.00%+76New
Assetmark, Inc58$5.00K0.00%−3−4.9%Reduced
Sageworth Trust Co47$4.00K0.00%−158−77.1%Reduced