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, Q1 2022
Institutional positions in Aaon, Inc. as of Mar 31, 2022. 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
- 205
- −4 vs. Q4 2021
- Shares held
- 37.8M
- +257.0K (+0.7%) vs. Q4 2021
- Total value
- $2.11B
- −$871.5M (−29.2%) vs. Q4 2021
- New holders
- 27
- 80 more added
- Sold out
- 31
- 68 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 5 | $0 | 0.00% | −9−64.3% | Reduced |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sageworth Trust Co of South Dakota | 26 | $1.00K | 0.00% | −126−82.9% | Reduced |
| Manchester Capital Management LLC | 10 | $1.00K | 0.00% | −15−60.0% | Reduced |
| USA Financial Portformulas Corp | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $1.00K | 0.00% | +9+81.8% | Added |
| TCI Wealth Advisors, Inc. | 43 | $2.00K | 0.00% | −98−69.5% | Reduced |
| Rise Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $2.00K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 48 | $3.00K | 0.00% | −76−61.3% | Reduced |
| Meeder Asset Management Inc | 50 | $3.00K | 0.00% | +50 | New |
| KB Financial Partners, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 81 | $5.00K | 0.00% | +81 | New |
| Versant Capital Management, Inc | 88 | $5.00K | 0.00% | +88 | New |
| Dark Forest Capital Management LP | 86 | $5.00K | 0.00% | +86 | New |
| Gemmer Asset Management LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 109 | $6.00K | 0.00% | +109 | New |
| FourThought Financial, LLC | 146 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 188 | $10.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 184 | $10.0K | 0.00% | +184 | New |
| Steward Partners Investment Advisory, LLC | 287 | $16.0K | 0.00% | +235+451.9% | Added |
| Point72 Hong Kong Ltd | 334 | $19.0K | 0.00% | −1,347−80.1% | Reduced |
| Bessemer Group Inc | 383 | $21.0K | 0.00% | −64−14.3% | Reduced |
| HM Payson & Co | 400 | $22.0K | 0.00% | +400 | New |
| Signaturefd, LLC | 407 | $23.0K | 0.00% | +401+6,683.3% | Added |
| Exchange Traded Concepts, LLC | 436 | $24.0K | 0.00% | −9,432−95.6% | Reduced |
| Tower Research Capital LLC (TRC) | 455 | $25.0K | 0.00% | −3,389−88.2% | Reduced |
| Ci Investments Inc. | 475 | $26.0K | 0.00% | −75−13.6% | Reduced |
| Global Retirement Partners, LLC | 523 | $27.0K | 0.00% | +523 | New |
| American Portfolios Advisors | 564 | $31.4K | 0.00% | −20−3.4% | Reduced |
| Group One Trading, L.P. | 700 | $39.0K | 0.00% | +700 | New |
| CVA Family Office, LLC | 749 | $42.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 789 | $44.0K | 0.03% | +8+1.0% | Added |
| Sutton Wealth Advisors Inc. | 861 | $48.0K | 0.02% | +229+36.2% | Added |
| Huntington National Bank | 937 | $52.0K | 0.00% | +11+1.2% | Added |
| Lazard Asset Management LLC | 964 | $53.0K | 0.00% | +964 | New |
| Fifth Third Bancorp | 1,002 | $56.0K | 0.00% | −20−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,038 | $58.0K | 0.00% | +1,038 | New |
| Spire Wealth Management | 1,055 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,074 | $60.0K | 0.01% | +483+81.7% | Added |
| Macquarie Group Ltd | 1,096 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,423 | $79.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,749 | $97.0K | 0.00% | +1,024+141.2% | Added |
| State of Wyoming | 2,152 | $120.0K | 0.06% | +200+10.2% | Added |
| Metropolitan Life Insurance Co | 2,549 | $142.1K | 0.01% | −8,171−76.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,844 | $157.0K | 0.00% | −301−9.6% | Reduced |
| Belpointe Asset Management LLC | 2,912 | $162.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,009 | $168.0K | 0.00% | +952+46.3% | Added |
| Ameritas Investment Partners, Inc. | 3,340 | $186.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,768 | $207.0K | 0.00% | −137−3.5% | Reduced |
| Quantinno Capital Management LP | 3,733 | $208.0K | 0.03% | −76−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,798 | $211.0K | 0.00% | −40−1.0% | Reduced |
| Lindenwold Advisors | 3,894 | $217.0K | 0.13% | +185+5.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,909 | $218.0K | 0.08% | +147+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,022 | $224.0K | 0.01% | −275−6.4% | Reduced |
| Profund Advisors LLC | 4,221 | $235.0K | 0.01% | +121+3.0% | Added |
| CWM Advisors, LLC | 4,261 | $237.0K | 0.03% | +1,137+36.4% | Added |
| UBS Group AG | 4,459 | $249.0K | 0.00% | −14,757−76.8% | Reduced |
| LPL Financial LLC | 4,827 | $269.0K | 0.00% | −6,842−58.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,011 | $279.0K | 0.00% | +70+1.4% | Added |
| Cadent Capital Advisors, LLC | 5,062 | $282.0K | 0.13% | 00.0% | Unchanged |
| Cim, LLC | 5,560 | $290.0K | 0.05% | +245+4.6% | Added |
| Baird Financial Group, Inc. | 5,450 | $304.0K | 0.00% | −96−1.7% | Reduced |
| Gibraltar Capital Management, Inc. | 5,791 | $323.0K | 0.13% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,805 | $324.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,936 | $331.0K | 0.00% | +31+0.5% | Added |
| Mutual of America Capital Management LLC | 5,969 | $333.0K | 0.00% | +310+5.5% | Added |
| Laurel Wealth Advisors, Inc. | 6,000 | $334.0K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,937 | $442.0K | 0.00% | −5,395−40.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $448.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,190 | $456.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,190 | $456.0K | 0.01% | +8,190 | New |
| Janus Henderson Group PLC | 8,492 | $473.0K | 0.00% | +10.0% | Added |
| Teacher Retirement System of Texas | 8,623 | $481.0K | 0.00% | +424+5.2% | Added |
| Alpha Cubed Investments, LLC | 8,666 | $483.0K | 0.03% | +8,666 | New |
| Precision Wealth Strategies, LLC | 9,052 | $504.0K | 0.30% | −325−3.5% | Reduced |
| Two Sigma Investments, LP | 9,156 | $510.0K | 0.00% | +9,156 | New |
| ProShare Advisors LLC | 9,306 | $518.0K | 0.00% | −1,155−11.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,400 | $524.0K | 0.01% | +5,600+147.4% | Added |
| Handelsbanken Fonder AB | 9,716 | $541.0K | 0.00% | +9,716 | New |
| HRT Financial LP | 9,835 | $548.0K | 0.00% | +9,835 | New |
| Bank of Montreal | 11,003 | $617.0K | 0.00% | −20.0% | Reduced |
| Arizona State Retirement System | 11,338 | $632.0K | 0.01% | +55+0.5% | Added |
| Central Trust Co | 11,592 | $646.0K | 0.02% | +4,455+62.4% | Added |
| Teachers Retirement System of the State of Kentucky | 11,842 | $660.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,983 | $668.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,205 | $680.0K | 0.00% | +4,733+63.3% | Added |
| Capital Impact Advisors, LLC | 12,199 | $680.0K | 0.49% | +6,805+126.2% | Added |
| Ensign Peak Advisors, Inc | 12,221 | $681.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,426 | $748.0K | 0.08% | −52−0.4% | Reduced |
| Glenmede Trust Co NA | 13,504 | $752.0K | 0.00% | +2,587+23.7% | Added |
| Caxton Associates LP | 14,667 | $817.0K | 0.08% | +14,667 | New |
| Man Group plc | 14,715 | $820.0K | 0.00% | −13,427−47.7% | Reduced |
| Russell Investments Group, Ltd. | 15,069 | $839.0K | 0.00% | +3,843+34.2% | Added |