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, Q4 2022
Institutional positions in Aaon, Inc. as of Dec 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
- 252
- +37 vs. Q3 2022
- Shares held
- 37.2M
- +695.3K (+1.9%) vs. Q3 2022
- Total value
- $2.80B
- +$832.7M (+42.3%) vs. Q3 2022
- New holders
- 55
- 84 more added
- Sold out
- 18
- 84 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 4 | $197 | 0.00% | +4 | New |
| Fortis Capital Advisors, LLC | 3 | $226 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 8 | $603 | 0.00% | −1−11.1% | Reduced |
| AdvisorNet Financial, Inc | 9 | $678 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $904 | 0.00% | +7+140.0% | Added |
| Covestor Ltd | 9 | $1.00K | 0.00% | −389−97.7% | Reduced |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 21 | $1.59K | 0.00% | +21 | New |
| KB Financial Partners, LLC | 33 | $2.00K | 0.00% | −14−29.8% | Reduced |
| Schubert & Co | 27 | $2.03K | 0.00% | +2+8.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $2.33K | 0.00% | +3+10.7% | Added |
| JFS Wealth Advisors, LLC | 34 | $2.56K | 0.00% | +3+9.7% | Added |
| Rise Advisors, LLC | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 36 | $2.71K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 46 | $3.46K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52 | $3.92K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $3.99K | 0.00% | +53 | New |
| Massmutual Trust Co FSB | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 57 | $4.30K | 0.00% | +26+83.9% | Added |
| Lindbrook Capital, LLC | 62 | $4.67K | 0.00% | +18+40.9% | Added |
| IFP Advisors, Inc | 101 | $6.00K | 0.00% | +52+106.1% | Added |
| Versant Capital Management, Inc | 86 | $6.48K | 0.00% | +8+10.3% | Added |
| Northwestern Mutual Wealth Management Co | 86 | $6.48K | 0.00% | +86 | New |
| Parkside Financial Bank & Trust | 107 | $8.06K | 0.00% | +1+0.9% | Added |
| EverSource Wealth Advisors, LLC | 156 | $11.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 218 | $16.4K | 0.00% | +109+100.0% | Added |
| Signaturefd, LLC | 243 | $18.3K | 0.00% | −11−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 269 | $20.0K | 0.00% | −2,956−91.7% | Reduced |
| CWM, LLC | 337 | $25.0K | 0.00% | +80+31.1% | Added |
| Bessemer Group Inc | 383 | $29.0K | 0.00% | −215−36.0% | Reduced |
| Global Retirement Partners, LLC | 408 | $30.7K | 0.00% | −229−35.9% | Reduced |
| Ci Investments Inc. | 407 | $31.0K | 0.00% | +98+31.7% | Added |
| First Horizon Advisors, Inc. | 448 | $33.8K | 0.00% | −72−13.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 449 | $33.8K | 0.00% | −9−2.0% | Reduced |
| Harbour Investments, Inc. | 471 | $35.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 570 | $42.0K | 0.00% | +570 | New |
| Ruedi Wealth Management, Inc. | 563 | $42.4K | 0.03% | +563 | New |
| Lazard Asset Management LLC | 606 | $45.0K | 0.00% | +606 | New |
| Huntington National Bank | 616 | $46.4K | 0.00% | −163−20.9% | Reduced |
| One Wealth Advisors, LLC | 724 | $54.5K | 0.01% | +724 | New |
| CVA Family Office, LLC | 749 | $56.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 750 | $56.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 828 | $62.4K | 0.02% | +828 | New |
| Sutton Wealth Advisors Inc. | 871 | $65.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 929 | $70.0K | 0.00% | −126−11.9% | Reduced |
| Fifth Third Bancorp | 1,059 | $79.8K | 0.00% | −7−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,110 | $84.0K | 0.00% | +50+4.7% | Added |
| Tradition Wealth Management, LLC | 1,196 | $90.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,339 | $100.9K | 0.03% | −1,957−59.4% | Reduced |
| Point72 Middle East FZE | 1,445 | $108.8K | 0.01% | +1,445 | New |
| Quadrant Capital Group LLC | 1,881 | $141.7K | 0.02% | −114−5.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $150.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,168 | $163.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,669 | $201.0K | 0.00% | −1,153−30.2% | Reduced |
| Guggenheim Capital LLC | 2,677 | $201.6K | 0.00% | +2,677 | New |
| Y-Intercept (Hong Kong) Ltd | 2,678 | $201.7K | 0.03% | +2,678 | New |
| Hardy Reed LLC | 2,682 | $202.0K | 0.04% | +2,682 | New |
| Janney Montgomery Scott LLC | 2,699 | $203.0K | 0.00% | +2,699 | New |
| Metropolitan Life Insurance Co | 2,696 | $203.1K | 0.01% | +147+5.8% | Added |
| Profund Advisors LLC | 2,696 | $203.1K | 0.01% | +2,696 | New |
| Mackenzie Financial Corp | 2,722 | $205.0K | 0.00% | +2,722 | New |
| Trust Co of Oklahoma | 2,728 | $205.5K | 0.08% | +2,728 | New |
| Wallace Advisory Group, LLC | 2,876 | $216.6K | 0.17% | +2,876 | New |
| Advisory Services Network, LLC | 2,895 | $218.1K | 0.01% | +2,895 | New |
| Alpha Cubed Investments, LLC | 2,900 | $218.4K | 0.02% | +2,900 | New |
| FMR LLC | 2,979 | $224.4K | 0.00% | +433+17.0% | Added |
| STRS Ohio | 3,000 | $225.0K | 0.00% | +2,400+400.0% | Added |
| Belpointe Asset Management LLC | 3,094 | $233.1K | 0.01% | +157+5.3% | Added |
| CWM Advisors, LLC | 3,125 | $235.4K | 0.03% | −697−18.2% | Reduced |
| Marco Investment Management LLC | 3,353 | $252.5K | 0.03% | +3,353 | New |
| Ameritas Investment Partners, Inc. | 3,510 | $259.9K | 0.01% | +170+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 3,500 | $263.6K | 0.00% | +3,500 | New |
| KBC Group NV | 3,565 | $269.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,589 | $271.0K | 0.01% | −229−6.0% | Reduced |
| Quantinno Capital Management LP | 3,790 | $285.0K | 0.02% | +57+1.5% | Added |
| Bayesian Capital Management, LP | 3,824 | $288.0K | 0.04% | +3,824 | New |
| Qube Research & Technologies Ltd | 3,959 | $298.2K | 0.00% | +3,959 | New |
| FORA Capital, LLC | 4,073 | $306.8K | 0.05% | +4,073 | New |
| SG Americas Securities, LLC | 4,135 | $311.0K | 0.00% | −18,207−81.5% | Reduced |
| Captrust Financial Advisors | 4,377 | $329.7K | 0.00% | −750−14.6% | Reduced |
| Walleye Capital LLC | 4,566 | $343.9K | 0.01% | +4,566 | New |
| First Manhattan Co | 4,620 | $348.0K | 0.00% | +4,620 | New |
| Lindenwold Advisors | 4,674 | $352.0K | 0.24% | +20+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,700 | $354.0K | 0.00% | +1,400+42.4% | Added |
| Pictet Asset Management SA | 4,736 | $357.0K | 0.00% | +4,736 | New |
| HBK Sorce Advisory LLC | 4,776 | $360.0K | 0.01% | −546−10.3% | Reduced |
| Cadent Capital Advisors, LLC | 5,062 | $381.3K | 0.23% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,102 | $384.3K | 0.05% | +5,102 | New |
| Advisory Research Inc | 5,246 | $395.1K | 0.04% | +5,246 | New |
| Mariner, LLC | 5,327 | $401.0K | 0.00% | −115−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,549 | $418.0K | 0.00% | +1,941+53.8% | Added |
| Cim, LLC | 5,720 | $434.8K | 0.09% | −256−4.3% | Reduced |
| Gibraltar Capital Management, Inc. | 5,791 | $436.2K | 0.21% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,800 | $437.0K | 0.03% | +5,800 | New |
| Alliance Wealth Advisors, LLC | 5,806 | $437.3K | 0.20% | +5,806 | New |
| Legacy Wealth Asset Management, LLC | 5,825 | $438.7K | 0.17% | +111+1.9% | Added |
| Advisor Group Holdings, Inc. | 5,838 | $439.9K | 0.00% | +216+3.8% | Added |
| Laurel Wealth Advisors, Inc. | 6,000 | $452.0K | 0.04% | 00.0% | Unchanged |