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, Q1 2023
Institutional positions in Aaon, Inc. as of Mar 31, 2023. 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
- 278
- +30 vs. Q4 2022
- Shares held
- 38.4M
- +1.60M (+4.4%) vs. Q4 2022
- Total value
- $3.72B
- +$943.6M (+34.0%) vs. Q4 2022
- New holders
- 51
- 107 more added
- Sold out
- 21
- 79 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $193 | 0.00% | −2−50.0% | Reduced |
| Fortis Capital Advisors, LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $870 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $870 | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 14 | $1.35K | 0.00% | +2+16.7% | Added |
| KB Financial Partners, LLC | 23 | $2.00K | 0.00% | −10−30.3% | Reduced |
| Steward Financial Group LLC | 31 | $2.00K | 0.00% | +17+121.4% | Added |
| Ronald Blue Trust, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Ridgewood Investments LLC | 23 | $2.22K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 25 | $2.42K | 0.00% | +5+25.0% | Added |
| Schubert & Co | 27 | $2.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $3.43K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 39 | $3.77K | 0.00% | +3+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 45 | $4.35K | 0.00% | +45 | New |
| TCI Wealth Advisors, Inc. | 46 | $4.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $4.45K | 0.00% | +46 | New |
| Venturi Wealth Management, LLC | 47 | $4.54K | 0.00% | +47 | New |
| Steward Partners Investment Advisory, LLC | 52 | $5.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 70 | $6.78K | 0.00% | +13+22.8% | Added |
| Versant Capital Management, Inc | 72 | $6.83K | 0.00% | −14−16.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $6.96K | 0.00% | +72 | New |
| Massmutual Trust Co FSB | 102 | $9.86K | 0.00% | +45+78.9% | Added |
| EverSource Wealth Advisors, LLC | 108 | $10.4K | 0.00% | −48−30.8% | Reduced |
| Parkside Financial Bank & Trust | 108 | $10.4K | 0.00% | +1+0.9% | Added |
| Covestor Ltd | 117 | $11.0K | 0.01% | +108+1,200.0% | Added |
| Allworth Financial LP | 164 | $15.9K | 0.00% | +164 | New |
| SOA Wealth Advisors, LLC. | 173 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 190 | $18.4K | 0.00% | +190 | New |
| Signaturefd, LLC | 243 | $23.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 274 | $26.0K | 0.00% | +274 | New |
| CWM, LLC | 293 | $28.0K | 0.00% | −44−13.1% | Reduced |
| Ameritas Advisory Services, LLC | 411 | $39.7K | 0.00% | +411 | New |
| Ci Investments Inc. | 414 | $40.0K | 0.00% | +7+1.7% | Added |
| Bessemer Group Inc | 430 | $42.0K | 0.00% | +47+12.3% | Added |
| First Horizon Advisors, Inc. | 449 | $43.5K | 0.00% | +1+0.2% | Added |
| Harbour Investments, Inc. | 471 | $45.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 515 | $50.2K | 0.00% | +107+26.2% | Added |
| Huntington National Bank | 540 | $52.2K | 0.00% | −76−12.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 554 | $53.6K | 0.00% | +105+23.4% | Added |
| Ruedi Wealth Management, Inc. | 563 | $54.4K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 749 | $72.4K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 749 | $72.4K | 0.05% | +749 | New |
| Pinnacle Financial Partners Inc | 750 | $72.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 784 | $76.0K | 0.00% | −1,205−60.6% | Reduced |
| Fifth Third Bancorp | 893 | $86.3K | 0.00% | −166−15.7% | Reduced |
| Spire Wealth Management | 929 | $89.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,190 | $115.0K | 0.00% | +921+342.4% | Added |
| Tradition Wealth Management, LLC | 1,196 | $116.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,210 | $117.0K | 0.00% | +100+9.0% | Added |
| Essex Investment Management Co LLC | 1,581 | $152.9K | 0.02% | −587−27.1% | Reduced |
| State of Wyoming | 1,692 | $163.6K | 0.05% | +353+26.4% | Added |
| Point72 Asset Management, L.P. | 1,907 | $184.4K | 0.00% | +1,907 | New |
| CAPROCK Group, Inc. | 2,081 | $201.3K | 0.02% | +2,081 | New |
| Quantamental Technologies LLC | 2,083 | $201.4K | 0.11% | +2,083 | New |
| Quadrant Capital Group LLC | 2,162 | $209.0K | 0.02% | +281+14.9% | Added |
| HBK Sorce Advisory LLC | 2,188 | $211.6K | 0.01% | −2,588−54.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,225 | $215.1K | 0.04% | +2,225 | New |
| Axq Capital, LP | 2,279 | $220.4K | 0.09% | +2,279 | New |
| Intellectus Partners, LLC | 2,302 | $222.6K | 0.07% | +2,302 | New |
| Metropolitan Life Insurance Co | 2,365 | $228.7K | 0.01% | −331−12.3% | Reduced |
| Baird Financial Group, Inc. | 2,373 | $229.4K | 0.00% | +2,373 | New |
| Shelton Capital Management | 2,394 | $231.5K | 0.01% | +2,394 | New |
| Simplex Trading, LLC | 2,479 | $239.0K | 0.01% | +1,909+334.9% | Added |
| Hardy Reed LLC | 2,472 | $239.0K | 0.04% | −210−7.8% | Reduced |
| Evergreen Capital Management LLC | 2,511 | $242.8K | 0.01% | +2,511 | New |
| Profund Advisors LLC | 2,515 | $243.2K | 0.02% | −181−6.7% | Reduced |
| Xponance, Inc. | 2,545 | $246.1K | 0.00% | +2,545 | New |
| Advisor Partners II, LLC | 2,549 | $246.5K | 0.01% | +2,549 | New |
| Trust Co of Oklahoma | 2,563 | $247.8K | 0.10% | −165−6.0% | Reduced |
| Brinker Capital Investments, LLC | 2,581 | $249.6K | 0.00% | −88−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 2,581 | $249.6K | 0.00% | +2,581 | New |
| O'Shaughnessy Asset Management, LLC | 2,608 | $252.2K | 0.00% | +2,608 | New |
| First Republic Investment Management, Inc. | 2,677 | $258.8K | 0.00% | +2,677 | New |
| Mackenzie Financial Corp | 2,722 | $263.2K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,735 | $264.4K | 0.01% | +2,735 | New |
| FMR LLC | 2,753 | $266.2K | 0.00% | −226−7.6% | Reduced |
| CWM Advisors, LLC | 2,833 | $273.9K | 0.03% | −292−9.3% | Reduced |
| Wallace Advisory Group, LLC | 2,886 | $279.0K | 0.21% | +10+0.3% | Added |
| Advisory Services Network, LLC | 2,896 | $280.0K | 0.01% | +10.0% | Added |
| Alpha Cubed Investments, LLC | 2,900 | $280.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,900 | $280.4K | 0.00% | +2,900 | New |
| Bayesian Capital Management, LP | 3,014 | $291.4K | 0.04% | −810−21.2% | Reduced |
| XTX Topco Ltd | 3,027 | $292.7K | 0.06% | +3,027 | New |
| Marco Investment Management LLC | 3,093 | $299.1K | 0.03% | −260−7.8% | Reduced |
| Belpointe Asset Management LLC | 3,109 | $300.7K | 0.02% | +15+0.5% | Added |
| KBC Group NV | 3,403 | $329.0K | 0.00% | −162−4.5% | Reduced |
| Alps Advisors Inc | 3,480 | $336.5K | 0.00% | +3,480 | New |
| Baader Bank INC | 3,511 | $339.2K | 0.03% | +3,511 | New |
| Ameritas Investment Partners, Inc. | 3,510 | $339.4K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,589 | $347.0K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,775 | $365.0K | 0.00% | +3,775 | New |
| Quantinno Capital Management LP | 3,790 | $366.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 3,900 | $377.0K | 0.00% | +900+30.0% | Added |
| JustInvest LLC | 4,040 | $390.6K | 0.01% | +4,040 | New |
| Lazard Asset Management LLC | 4,125 | $398.0K | 0.00% | +3,519+580.7% | Added |
| Captrust Financial Advisors | 4,166 | $402.8K | 0.00% | −211−4.8% | Reduced |
| Lindenwold Advisors | 4,284 | $414.2K | 0.26% | −390−8.3% | Reduced |