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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 13,485 | $738.0K | 0.01% | −2,100−13.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,363 | $732.0K | 0.10% | −63−0.5% | Reduced |
| Hillsdale Investment Management Inc. | 13,300 | $728.0K | 0.06% | +13,300 | New |
| Barclays PLC | 13,152 | $720.0K | 0.00% | −20,241−60.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,435 | $681.0K | 0.00% | +12,435 | New |
| Man Group plc | – | $676.0K | 0.00% | – | – |
| Ensign Peak Advisors, Inc | 12,221 | $669.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 12,064 | $661.0K | 0.02% | +12,064 | New |
| Occudo Quantitative Strategies LP | 11,654 | $638.0K | 0.05% | −329−2.7% | Reduced |
| Central Trust Co | 11,592 | $635.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,366 | $622.0K | 0.01% | +28+0.2% | Added |
| Everence Capital Management Inc | 11,030 | $604.0K | 0.05% | +2,840+34.7% | Added |
| Capital Impact Advisors, LLC | 11,011 | $603.0K | 0.56% | −1,188−9.7% | Reduced |
| HSBC Holdings PLC | 11,087 | $601.0K | 0.00% | −1,118−9.2% | Reduced |
| CIBC Private Wealth Group, LLC | 10,280 | $563.0K | 0.00% | +10,280 | New |
| GWM Advisors LLC | 9,320 | $510.0K | 0.01% | +9,320 | New |
| Janus Henderson Group PLC | 8,541 | $467.0K | 0.00% | +49+0.6% | Added |
| Summit Global Investments | 8,500 | $465.0K | 0.04% | +8,500 | New |
| Precision Wealth Strategies, LLC | 8,510 | $458.0K | 0.36% | −542−6.0% | Reduced |
| Advisory Services Network, LLC | 8,137 | $445.0K | 0.02% | −53−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,035 | $440.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,754 | $425.0K | 0.00% | −23,818−75.4% | Reduced |
| Mutual of America Capital Management LLC | 7,042 | $386.0K | 0.00% | +1,073+18.0% | Added |
| Bank of Montreal | 7,019 | $379.0K | 0.00% | −3,984−36.2% | Reduced |
| Teacher Retirement System of Texas | 6,610 | $362.0K | 0.00% | −2,013−23.3% | Reduced |
| AQR Capital Management LLC | 6,349 | $348.0K | 0.00% | −1,588−20.0% | Reduced |
| Baird Financial Group, Inc. | 6,195 | $339.0K | 0.00% | +745+13.7% | Added |
| ProShare Advisors LLC | 6,131 | $336.0K | 0.00% | −3,175−34.1% | Reduced |
| Creative Planning | 6,026 | $330.0K | 0.00% | +90+1.5% | Added |
| Laurel Wealth Advisors, Inc. | 6,000 | $329.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,805 | $318.0K | 0.00% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 5,791 | $317.0K | 0.15% | 00.0% | Unchanged |
| Cim, LLC | 5,502 | $301.0K | 0.06% | −58−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,351 | $293.0K | 0.00% | +1,583+42.0% | Added |
| Dynamic Technology Lab Private Ltd | 5,260 | $288.0K | 0.03% | +5,260 | New |
| Cadent Capital Advisors, LLC | 5,062 | $277.0K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 4,995 | $274.0K | 0.00% | +168+3.5% | Added |
| HBK Sorce Advisory LLC | 4,992 | $273.0K | 0.02% | +4,992 | New |
| Lindenwold Advisors | 4,524 | $248.0K | 0.18% | +630+16.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,045 | $222.0K | 0.09% | +136+3.5% | 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 |
| Crossmark Global Holdings, Inc. | 3,858 | $211.0K | 0.01% | +60+1.6% | Added |
| Captrust Financial Advisors | 3,829 | $210.0K | 0.00% | +820+27.3% | Added |
| Vestmark Advisory Solutions, Inc. | 3,735 | $205.0K | 0.01% | −287−7.1% | Reduced |
| Quantinno Capital Management LP | 3,733 | $204.0K | 0.03% | 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 |
| Ameritas Investment Partners, Inc. | 3,340 | $182.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,093 | $170.0K | 0.11% | +941+43.7% | Added |
| Belpointe Asset Management LLC | 2,912 | $159.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,549 | $139.6K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,168 | $119.0K | 0.02% | +2,168 | New |
| FMR LLC | 2,060 | $112.0K | 0.00% | +311+17.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $109.0K | 0.01% | +951+91.6% | Added |
| UBS Group AG | 1,653 | $91.0K | 0.00% | −2,806−62.9% | Reduced |
| Ellis Investment Partners, LLC | 1,423 | $77.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,131 | $62.0K | 0.00% | +129+12.9% | Added |
| Macquarie Group Ltd | 1,096 | $60.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,055 | $58.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,050 | $57.0K | 0.01% | −24−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,030 | $56.0K | 0.00% | +1,030 | New |
| Lazard Asset Management LLC | 964 | $52.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 926 | $51.0K | 0.00% | −11−1.2% | Reduced |
| Sutton Wealth Advisors Inc. | 871 | $47.7K | 0.02% | +10+1.2% | Added |
| CVA Family Office, LLC | 749 | $41.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 731 | $40.0K | 0.03% | −58−7.4% | Reduced |
| American Portfolios Advisors | 600 | $32.8K | 0.00% | +36+6.4% | Added |
| Allspring Global Investments Holdings, LLC | 575 | $31.0K | 0.00% | −4,436−88.5% | Reduced |
| Global Retirement Partners, LLC | 521 | $29.0K | 0.00% | −2−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 468 | $26.0K | 0.00% | +32+7.3% | Added |
| Harbour Investments, Inc. | 471 | $26.0K | 0.00% | +471 | New |
| First Horizon Advisors, Inc. | 450 | $24.0K | 0.00% | +450 | New |
| Bessemer Group Inc | 428 | $23.0K | 0.00% | +45+11.7% | Added |
| Heritage Financial Services, LLC | 387 | $21.0K | 0.01% | +387 | New |
| Ci Investments Inc. | 321 | $18.0K | 0.00% | −154−32.4% | Reduced |
| Signaturefd, LLC | 236 | $13.0K | 0.00% | −171−42.0% | Reduced |
| Harding Loevner LP | 188 | $10.0K | 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 |
| EverSource Wealth Advisors, LLC | 156 | $9.00K | 0.00% | +156 | New |
| Edmond de Rothschild Holding S.A. | 125 | $7.00K | 0.00% | −59−32.1% | Reduced |
| CWM, LLC | 128 | $7.00K | 0.00% | +128 | New |
| Parkside Financial Bank & Trust | 106 | $6.00K | 0.00% | +58+120.8% | Added |
| Heritage Wealth Management, LLC | 109 | $5.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 98 | $5.00K | 0.00% | +98 | New |
| Versant Capital Management, Inc | 71 | $4.00K | 0.00% | −17−19.3% | Reduced |
| 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 |
| 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 |
| 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 |