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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 97 | $5.00K | 0.00% | −28−22.4% | Reduced |
| Versant Capital Management, Inc | 78 | $4.00K | 0.00% | +7+9.9% | Added |
| 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 |
| 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 |
| Bell Investment Advisors, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| 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 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −37,511−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −28,646−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,752−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,654−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,137−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |