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, Q3 2022
Institutional positions in Aaon, Inc. as of Sep 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
- 220
- +16 vs. Q2 2022
- Shares held
- 37.9M
- −44.1K (−0.1%) vs. Q2 2022
- Total value
- $2.04B
- −$34.4M (−1.7%) vs. Q2 2022
- New holders
- 31
- 81 more added
- Sold out
- 15
- 70 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | +2+28.6% | Added |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| TCI Wealth Advisors, Inc. | 46 | $2.00K | 0.00% | +3+7.0% | Added |
| Pacer Advisors, Inc. | 36 | $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 |
| JFS Wealth Advisors, LLC | 31 | $2.00K | 0.00% | +8+34.8% | Added |
| Lindbrook Capital, LLC | 44 | $2.00K | 0.00% | +23+109.5% | Added |
| Farmers & Merchants Investments Inc | 28 | $2.00K | 0.00% | +28 | New |
| Raleigh Capital Management Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $4.00K | 0.00% | +7+9.9% | Added |
| Edmond de Rothschild Holding S.A. | 97 | $5.00K | 0.00% | −28−22.4% | Reduced |
| Parkside Financial Bank & Trust | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 137 | $7.00K | 0.00% | +137 | New |
| Allworth Financial LP | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 156 | $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 |
| Signaturefd, LLC | 254 | $14.0K | 0.00% | +18+7.6% | Added |
| CWM, LLC | 257 | $14.0K | 0.00% | +129+100.8% | Added |
| Ci Investments Inc. | 309 | $17.0K | 0.00% | −12−3.7% | Reduced |
| Addison Advisors LLC | 312 | $17.0K | 0.01% | +312 | New |
| Covestor Ltd | 398 | $21.0K | 0.02% | +391+5,585.7% | Added |
| Allspring Global Investments Holdings, LLC | 458 | $24.0K | 0.00% | −117−20.3% | Reduced |
| Harbour Investments, Inc. | 471 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 520 | $27.0K | 0.00% | +70+15.6% | Added |
| Bessemer Group Inc | 598 | $32.0K | 0.00% | +170+39.7% | Added |
| STRS Ohio | 600 | $32.0K | 0.00% | +600 | New |
| American Portfolios Advisors | 622 | $33.5K | 0.00% | +22+3.7% | Added |
| Wolff Wiese Magana LLC | 722 | $39.0K | 0.03% | −9−1.2% | Reduced |
| CVA Family Office, LLC | 749 | $40.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 750 | $40.0K | 0.00% | +750 | New |
| Global Retirement Partners, LLC | 637 | $41.0K | 0.00% | +116+22.3% | Added |
| Huntington National Bank | 779 | $42.0K | 0.00% | −147−15.9% | Reduced |
| Sutton Wealth Advisors Inc. | 871 | $46.9K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 1,000 | $54.0K | 0.04% | +1,000 | New |
| Fifth Third Bancorp | 1,066 | $57.0K | 0.00% | −65−5.7% | Reduced |
| Spire Wealth Management | 1,055 | $57.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,196 | $64.0K | 0.01% | +1,196 | New |
| Nisa Investment Advisors, LLC | 1,060 | $68.0K | 0.00% | +30+2.9% | Added |
| Ellis Investment Partners, LLC | 1,423 | $76.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $107.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,995 | $107.0K | 0.01% | +945+90.0% | Added |
| Essex Investment Management Co LLC | 2,168 | $117.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 2,533 | $136.0K | 0.00% | +880+53.2% | Added |
| FMR LLC | 2,546 | $137.0K | 0.00% | +486+23.6% | Added |
| Metropolitan Life Insurance Co | 2,549 | $137.3K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,937 | $158.0K | 0.01% | +25+0.9% | Added |
| Tower Research Capital LLC (TRC) | 3,225 | $174.0K | 0.00% | −11,433−78.0% | Reduced |
| State of Wyoming | 3,296 | $177.0K | 0.09% | +203+6.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,300 | $177.8K | 0.00% | +3,300 | New |
| Ameritas Investment Partners, Inc. | 3,340 | $179.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,565 | $192.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,608 | $194.0K | 0.00% | +49+1.4% | Added |
| Quantinno Capital Management LP | 3,733 | $201.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,822 | $206.0K | 0.00% | −95−2.4% | Reduced |
| CWM Advisors, LLC | 3,822 | $206.0K | 0.03% | −77−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,818 | $206.0K | 0.01% | −40−1.0% | Reduced |
| Millennium Management LLC | 4,156 | $224.0K | 0.00% | +4,156 | New |
| Amundi | 4,031 | $227.0K | 0.00% | +4,031 | New |
| Bank of Montreal | 4,345 | $251.0K | 0.00% | −2,674−38.1% | Reduced |
| Lindenwold Advisors | 4,654 | $251.0K | 0.19% | +130+2.9% | Added |
| HRT Financial LP | 4,698 | $253.0K | 0.00% | +4,698 | New |
| Cadent Capital Advisors, LLC | 5,062 | $273.0K | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 5,105 | $275.0K | 0.00% | +110+2.2% | Added |
| Captrust Financial Advisors | 5,127 | $276.0K | 0.00% | +1,298+33.9% | Added |
| HBK Sorce Advisory LLC | 5,322 | $287.0K | 0.02% | +330+6.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,427 | $292.0K | 0.02% | +1,692+45.3% | Added |
| Mariner, LLC | 5,442 | $293.0K | 0.00% | +5,442 | New |
| Advisor Group Holdings, Inc. | 5,622 | $303.0K | 0.00% | +271+5.1% | Added |
| Legacy Wealth Asset Management, LLC | 5,714 | $308.0K | 0.13% | +1,669+41.3% | Added |
| Gibraltar Capital Management, Inc. | 5,791 | $312.0K | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,805 | $313.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,979 | $323.0K | 0.00% | −152−2.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,000 | $323.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,046 | $326.0K | 0.00% | −564−8.5% | Reduced |
| Gsa Capital Partners LLP | 6,140 | $331.0K | 0.04% | −13,152−68.2% | Reduced |
| AQR Capital Management LLC | 6,367 | $343.0K | 0.00% | +18+0.3% | Added |
| Wellington Management Group LLP | 6,716 | $362.0K | 0.00% | +6,716 | New |
| Tudor Investment Corp Et Al | 6,842 | $369.0K | 0.01% | −15,261−69.0% | Reduced |
| Cim, LLC | 5,976 | $388.0K | 0.08% | +474+8.6% | Added |
| Handelsbanken Fonder AB | 7,416 | $400.0K | 0.00% | +7,416 | New |
| Creative Planning | 7,769 | $419.0K | 0.00% | +1,743+28.9% | Added |
| Public Employees Retirement Association of Colorado | 8,035 | $433.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,037 | $433.0K | 0.03% | +8,037 | New |
| HSBC Holdings PLC | 7,973 | $439.0K | 0.00% | −3,114−28.1% | Reduced |
| Diametric Capital, LP | 8,306 | $448.0K | 0.23% | +8,306 | New |
| Mutual of America Capital Management LLC | 8,355 | $450.0K | 0.01% | +1,313+18.6% | Added |
| Precision Wealth Strategies, LLC | 7,946 | $467.0K | 0.41% | −564−6.6% | Reduced |
| GWM Advisors LLC | 8,955 | $482.0K | 0.01% | −365−3.9% | Reduced |
| Summit Global Investments | 8,950 | $482.0K | 0.04% | +450+5.3% | Added |
| Graham Capital Management, L.P. | 9,058 | $488.0K | 0.02% | +9,058 | New |
| Jane Street Group, LLC | 9,851 | $531.0K | 0.00% | +9,851 | New |