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, Q2 2022
Institutional positions in Aaon, Inc. as of Jun 30, 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
- 204
- +3 vs. Q1 2022
- Shares held
- 37.9M
- +241.6K (+0.6%) vs. Q1 2022
- Total value
- $2.08B
- −$22.3M (−1.1%) vs. Q1 2022
- New holders
- 28
- 75 more added
- Sold out
- 25
- 65 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −13−65.0% | Reduced |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +1+16.7% | Added |
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Meeder Asset Management Inc | 10 | $1.00K | 0.00% | −40−80.0% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| USA Financial Portformulas Corp | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| Lindbrook Capital, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $1.00K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Steward Partners Investment Advisory, LLC | 52 | $3.00K | 0.00% | −235−81.9% | Reduced |
| KB Financial Partners, LLC | 47 | $3.00K | 0.00% | −29−38.2% | Reduced |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | +57 | New |
| Versant Capital Management, Inc | 71 | $4.00K | 0.00% | −17−19.3% | Reduced |
| Parallel Advisors, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Heritage Wealth Management, LLC | 109 | $5.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $6.00K | 0.00% | +58+120.8% | Added |
| Edmond de Rothschild Holding S.A. | 125 | $7.00K | 0.00% | −59−32.1% | Reduced |
| CWM, LLC | 128 | $7.00K | 0.00% | +128 | New |
| Allworth Financial LP | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 156 | $9.00K | 0.00% | +156 | New |
| Harding Loevner LP | 188 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $13.0K | 0.00% | −171−42.0% | Reduced |
| Ci Investments Inc. | 321 | $18.0K | 0.00% | −154−32.4% | Reduced |
| Heritage Financial Services, LLC | 387 | $21.0K | 0.01% | +387 | New |
| Bessemer Group Inc | 428 | $23.0K | 0.00% | +45+11.7% | Added |
| First Horizon Advisors, Inc. | 450 | $24.0K | 0.00% | +450 | New |
| Exchange Traded Concepts, LLC | 468 | $26.0K | 0.00% | +32+7.3% | Added |
| Harbour Investments, Inc. | 471 | $26.0K | 0.00% | +471 | New |
| Global Retirement Partners, LLC | 521 | $29.0K | 0.00% | −2−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 575 | $31.0K | 0.00% | −4,436−88.5% | Reduced |
| American Portfolios Advisors | 600 | $32.8K | 0.00% | +36+6.4% | Added |
| Wolff Wiese Magana LLC | 731 | $40.0K | 0.03% | −58−7.4% | Reduced |
| CVA Family Office, LLC | 749 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 871 | $47.7K | 0.02% | +10+1.2% | Added |
| Huntington National Bank | 926 | $51.0K | 0.00% | −11−1.2% | Reduced |
| Lazard Asset Management LLC | 964 | $52.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,030 | $56.0K | 0.00% | +1,030 | New |
| Quadrant Capital Group LLC | 1,050 | $57.0K | 0.01% | −24−2.2% | Reduced |
| Spire Wealth Management | 1,055 | $58.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,096 | $60.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,131 | $62.0K | 0.00% | +129+12.9% | Added |
| Ellis Investment Partners, LLC | 1,423 | $77.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 1,653 | $91.0K | 0.00% | −2,806−62.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $109.0K | 0.01% | +951+91.6% | Added |
| FMR LLC | 2,060 | $112.0K | 0.00% | +311+17.8% | Added |
| Essex Investment Management Co LLC | 2,168 | $119.0K | 0.02% | +2,168 | New |
| Metropolitan Life Insurance Co | 2,549 | $139.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,912 | $159.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,093 | $170.0K | 0.11% | +941+43.7% | Added |
| Ameritas Investment Partners, Inc. | 3,340 | $182.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,559 | $195.0K | 0.00% | +715+25.1% | Added |
| KBC Group NV | 3,565 | $195.0K | 0.00% | +3,565 | New |
| Quantinno Capital Management LP | 3,733 | $204.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,735 | $205.0K | 0.01% | −287−7.1% | Reduced |
| Captrust Financial Advisors | 3,829 | $210.0K | 0.00% | +820+27.3% | Added |
| Crossmark Global Holdings, Inc. | 3,858 | $211.0K | 0.01% | +60+1.6% | Added |
| CWM Advisors, LLC | 3,899 | $214.0K | 0.03% | −362−8.5% | Reduced |
| Brinker Capital Investments, LLC | 3,917 | $214.0K | 0.00% | +3,917 | New |
| Legacy Wealth Asset Management, LLC | 4,045 | $222.0K | 0.09% | +136+3.5% | Added |
| Lindenwold Advisors | 4,524 | $248.0K | 0.18% | +630+16.2% | Added |
| HBK Sorce Advisory LLC | 4,992 | $273.0K | 0.02% | +4,992 | New |
| LPL Financial LLC | 4,995 | $274.0K | 0.00% | +168+3.5% | Added |
| Cadent Capital Advisors, LLC | 5,062 | $277.0K | 0.16% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,260 | $288.0K | 0.03% | +5,260 | New |
| Advisor Group Holdings, Inc. | 5,351 | $293.0K | 0.00% | +1,583+42.0% | Added |
| Cim, LLC | 5,502 | $301.0K | 0.06% | −58−1.0% | Reduced |
| Gibraltar Capital Management, Inc. | 5,791 | $317.0K | 0.15% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,805 | $318.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 6,000 | $329.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 6,026 | $330.0K | 0.00% | +90+1.5% | Added |
| ProShare Advisors LLC | 6,131 | $336.0K | 0.00% | −3,175−34.1% | Reduced |
| Baird Financial Group, Inc. | 6,195 | $339.0K | 0.00% | +745+13.7% | Added |
| AQR Capital Management LLC | 6,349 | $348.0K | 0.00% | −1,588−20.0% | Reduced |
| Teacher Retirement System of Texas | 6,610 | $362.0K | 0.00% | −2,013−23.3% | Reduced |
| Bank of Montreal | 7,019 | $379.0K | 0.00% | −3,984−36.2% | Reduced |
| Mutual of America Capital Management LLC | 7,042 | $386.0K | 0.00% | +1,073+18.0% | Added |
| First Trust Advisors LP | 7,754 | $425.0K | 0.00% | −23,818−75.4% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $440.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,137 | $445.0K | 0.02% | −53−0.6% | Reduced |
| Precision Wealth Strategies, LLC | 8,510 | $458.0K | 0.36% | −542−6.0% | Reduced |
| Summit Global Investments | 8,500 | $465.0K | 0.04% | +8,500 | New |
| Janus Henderson Group PLC | 8,541 | $467.0K | 0.00% | +49+0.6% | Added |
| GWM Advisors LLC | 9,320 | $510.0K | 0.01% | +9,320 | New |
| CIBC Private Wealth Group, LLC | 10,280 | $563.0K | 0.00% | +10,280 | New |
| HSBC Holdings PLC | 11,087 | $601.0K | 0.00% | −1,118−9.2% | Reduced |
| Capital Impact Advisors, LLC | 11,011 | $603.0K | 0.56% | −1,188−9.7% | Reduced |
| Everence Capital Management Inc | 11,030 | $604.0K | 0.05% | +2,840+34.7% | Added |
| Arizona State Retirement System | 11,366 | $622.0K | 0.01% | +28+0.2% | Added |
| Central Trust Co | 11,592 | $635.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,654 | $638.0K | 0.05% | −329−2.7% | Reduced |
| Kennedy Capital Management, Inc. | 12,064 | $661.0K | 0.02% | +12,064 | New |
| Ensign Peak Advisors, Inc | 12,221 | $669.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $676.0K | 0.00% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 12,435 | $681.0K | 0.00% | +12,435 | New |