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 |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 1,445 | $108.8K | 0.01% | +1,445 | New |
| State of Wyoming | 1,339 | $100.9K | 0.03% | −1,957−59.4% | Reduced |
| Tradition Wealth Management, LLC | 1,196 | $90.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,110 | $84.0K | 0.00% | +50+4.7% | Added |
| Fifth Third Bancorp | 1,059 | $79.8K | 0.00% | −7−0.7% | Reduced |
| Spire Wealth Management | 929 | $70.0K | 0.00% | −126−11.9% | Reduced |
| Sutton Wealth Advisors Inc. | 871 | $65.6K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 828 | $62.4K | 0.02% | +828 | New |
| Pinnacle Financial Partners Inc | 750 | $56.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 749 | $56.4K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 724 | $54.5K | 0.01% | +724 | New |
| Huntington National Bank | 616 | $46.4K | 0.00% | −163−20.9% | Reduced |
| Lazard Asset Management LLC | 606 | $45.0K | 0.00% | +606 | New |
| Ruedi Wealth Management, Inc. | 563 | $42.4K | 0.03% | +563 | New |
| Simplex Trading, LLC | 570 | $42.0K | 0.00% | +570 | New |
| Harbour Investments, Inc. | 471 | $35.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 449 | $33.8K | 0.00% | −9−2.0% | Reduced |
| First Horizon Advisors, Inc. | 448 | $33.8K | 0.00% | −72−13.8% | Reduced |
| Ci Investments Inc. | 407 | $31.0K | 0.00% | +98+31.7% | Added |
| Global Retirement Partners, LLC | 408 | $30.7K | 0.00% | −229−35.9% | Reduced |
| Bessemer Group Inc | 383 | $29.0K | 0.00% | −215−36.0% | Reduced |
| CWM, LLC | 337 | $25.0K | 0.00% | +80+31.1% | Added |
| Tower Research Capital LLC (TRC) | 269 | $20.0K | 0.00% | −2,956−91.7% | Reduced |
| Signaturefd, LLC | 243 | $18.3K | 0.00% | −11−4.3% | Reduced |
| Heritage Wealth Management, LLC | 218 | $16.4K | 0.00% | +109+100.0% | Added |
| SOA Wealth Advisors, LLC. | 173 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 156 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $8.06K | 0.00% | +1+0.9% | 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 |
| IFP Advisors, Inc | 101 | $6.00K | 0.00% | +52+106.1% | Added |
| Lindbrook Capital, LLC | 62 | $4.67K | 0.00% | +18+40.9% | Added |
| Raleigh Capital Management Inc. | 57 | $4.30K | 0.00% | +26+83.9% | Added |
| Massmutual Trust Co FSB | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $3.99K | 0.00% | +53 | New |
| Steward Partners Investment Advisory, LLC | 52 | $3.92K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 46 | $3.46K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 36 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $2.56K | 0.00% | +3+9.7% | Added |
| Farmers & Merchants Investments Inc | 31 | $2.33K | 0.00% | +3+10.7% | Added |
| Schubert & Co | 27 | $2.03K | 0.00% | +2+8.0% | Added |
| KB Financial Partners, LLC | 33 | $2.00K | 0.00% | −14−29.8% | Reduced |
| Accurate Wealth Management, LLC | 21 | $1.59K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $1.00K | 0.00% | −389−97.7% | Reduced |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 12 | $904 | 0.00% | +7+140.0% | Added |
| AdvisorNet Financial, Inc | 9 | $678 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 8 | $603 | 0.00% | −1−11.1% | Reduced |
| Fortis Capital Advisors, LLC | 3 | $226 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 4 | $197 | 0.00% | +4 | New |
| Baader Bank INC | 0 | $0 | 0.00% | −39,735−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −36,859−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −26,972−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,456−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,037−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −7,416−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,842−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |